Here are some resources that may be useful when preparing grant proposals at the University of Massachusetts Amherst.
Institutional Information
- Fact Sheet https://www.umass.edu/research/sponsored-programs-fact-sheet
- University Analytics and Institutional Research https://www.umass.edu/uair/home
- Office of Financial & Cost Analysis http://www.umass.edu/fca/
- F&A and fringe statement https://www.umass.edu/research/policy/college-and-university-rate-agreement
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Office of UMass President - Audit Reports
https://www.umassp.edu/controller/reports -
Office of UMass President - Tax Information/Forms
https://www.umassp.edu/treasurer/tax-and-compliance -
Organizational Information (Office of Institutional Research)
https://www.umass.edu/oir/organization
Directories for Names/Locations
- PeopleFinder http://www.umass.edu/peoplefinder/
- Fingertip Directory (Departments, Directors, Heads, Chairs and Assistants) https://www.umass.edu/oir/sites/default/files/publications/organization/fingertip.pdf
- SPIRE https://www.spire.umass.edu (requires login)
- Building Addresses http://www.umass.edu/mail/campus-building-addresses
- Departmental directory (see link from PeopleFinder website)
- Department websites http://www.umass.edu/gateway/academics/departments)
Calendars
- Academic Calendar (Class Schedule) https://www.umass.edu/registrar/calendars/academic-calendar
- Academic Year Faculty Pay Calendar https://www.umass.edu/humres/academic-year-nine-month-faculty-calendar
- Legal Holidays/Campus Closure Days https://www.umass.edu/humres/holidays-and-campus-closure-calendar
- Master Calendar (Deadline and Dates) https://www.umass.edu/provost/dates-and-deadlines
- Pay Calendar https://www.umass.edu/humres/pay-calendar
Budget Policies
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Policies related to Proposal Budget Preparation
https://www.umass.edu/research/proposal-preparation-guide-budget-development/direct-costs
Accounting Information
- Chartfield Lookup http://www.umass.edu/afsystems/ (to find active account information, such as speedtypes and Department IDs)
- SUMMIT http://www.umass.edu/afsystems/summit (login required)
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PeopleSoft Finance Reporting http://www.umass.edu/afsystems/fin (login required)
- “Amherst Grant Reports” (Report Center> Grants)
- “Chartfield Values” (to find department IDs) (Set up Financials/Supply Chain> Common Definitions> Design Chartfield> Define Values> Chartfield Values)
- Grant Accountants (Research Accounting, Controller’s Office) http://www.umass.edu/controller/research-accounting-0
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Sponsored Funds Budget Account Levels
http://www.umass.edu/af/budget/FY10%20Files/FY10%20Budget_Account_Levels%20_GM_ACCT_BUDGETS.pdf -
Budget Office
http://www.umass.edu/af/budget/Budget_Office_Helpful_definitions.htm- Finance Glossary
- Budget Rules by Fund
- Budget and Transaction Account Translation Table
Indirect Cost Rates
- Federal Rate Agreement https://www.umass.edu/research/policy/college-and-university-rate-agreement
- Fact Sheet https://www.umass.edu/research/sponsored-programs-fact-sheet
- Office of Financial and Cost Analysis http://www.umass.edu/fca/
- Basic Definitions http://www.umass.edu/af/departments/256
- Waiver of Indirect Costs https://www.umass.edu/research/webform/indirect-cost-waiverreduction-form
PIs and Other Personnel
- Eligibility and Responsibilities – https://www.umass.edu/research/policy/pi-and-co-pi-roles-and-responsibilities
- HR Direct – salary and appointment information (requires login access) https://www.umass.edu/humres/hr-direct
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Fringe Rates
- Fact Sheet https://www.umass.edu/research/sponsored-programs-fact-sheet
- FY2023 Fringe Rates https://www.umass.edu/research/fy2023-fringe-rates
- Federal Rate Agreement https://www.umass.edu/research/policy/college-and-university-rate-agreement
- Approved Fringe Benefit and Payroll Tax Rates https://www.macomptroller.org/announcement-category/statewide-payroll/ (Breaks down UI, UHI, MTX)
- Budget office: https://www.umass.edu/budget/campus-rates
- Provost Office https://www.umass.edu/provost
- Administrative staff https://www.umass.edu/research/proposal-preparation-guide/cost-restrictions-federally-supported-projects
Graduate Students
- Graduate Assistantship Information https://www.umass.edu/graduate/funding/funding-policies-procedures
- Geo Fringe and Tuition Rates https://www.umass.edu/research/guidance/fact-sheet
- Timeliness of Pay memo (Contact Grad Assistantship Office to receive memo)
- GEO contract and Postdoc Contract https://www.umass.edu/graduate/funding/funding-policies-procedures
Travel
- Travel Policies and Procedures
- Per Diem - Domestic Meals and Incidentals Rates http://www.gsa.gov/mie
- Per Diem - Lookup Domestic Rates http://www.gsa.gov/portal/content/104877
- Per Diem - Lookup Foreign Rates https://aoprals.state.gov/web920/per_diem.asp
- Mileage Reimbursement Rate http://www.umass.edu/controller/travel
- Travel Manual http://www.umass.edu/controller/travel-manual
- Fly America Act http://www.umass.edu/controller/fly-america-policy
On-Campus Vendors
- Conference Services http://www.umassauxiliaryservices.com/events/
- UMass Catering http://umasscatering.com/
- Website Development Services https://www.umass.edu/it/web-development-services
- A&F How To Guide https://www.umass.edu/af/howto (campus procedures for business managers, department chairs, etc.)
Other On-Campus Resources
- Data Management Resources (Library) http://www.library.umass.edu/services/research/data-management/
- ScholarWorks http://scholarworks.umass.edu/
- Research Computing https://www.umass.edu/it/researchcomputing