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Vice Provost for Research

Office of Research and Sponsored Programs
UMass Boston
100 Morrissey Boulevard
Boston, MA 02125
orsp@umb.edu

Proposal Preparation in 5 steps

Step 1

A sponsor (or prospective funder of your proposed research project) will require you to complete some forms, a proposal narrative, and proposal budget. Your budget should reflect your narrative and vice-versa. As you prepare the aforementioned materials for a sponsor, you will want to concurrently acquaint yourself with the following information sheets provided and required by the ORSP.

Technical Information for Proposal Submission	MS Word	PDF
Applicable Fringe Charges	MS Excel	PDF
Current F&A Agreement		PDF

The "Technical Information for Proposal Submission" sheet provides information you can typically expect a sponsor to require from you. The "Applicable Fringe Charges" sheet serves as a table for calculating, when you develop your internal budget worksheet for submission to ORSP, the various costs of fringe benefits for employees to be paid from your grant. The "Current F&A Agreement" between the U.S. Department of Health and Human Services and the University of Massachusetts Boston permits the university to charge up to 54% F&A for all on-campus projects and up to 24.6% for all off-campus projects. For a detailed explanation, please read A Note Concerning the Recovery of Facilities and Administrative Costs of Sponsored Programs.

Step 2

Complete the forms listed in the table directly below. Note: Please do not fill in these interactive forms until you have saved the blank template to your local machine by clicking the right side button on your mouse and following the instructions to save the file. The software Adobe Acrobat, not just the free Adobe Acrobat Reader, is required to use and complete the interactive PDF versions of the forms listed below.

UMass Boston Conflict of Interest Disclosure All Principal investigators should have a signed Conflict of Interest Disclosure Form on file with ORSP. See instructions (directly below) for completing this form.	MS Word
Instructions for completing the UMass Boston Conflict of Interest Disclosure Form	MS Word
Participation Agreement All principal investigators should have a signed Participation Agreement on file with ORSP.	MS Word	PDF
Memorandum of Understanding for Co-PIs (complete only if applicable)	MS Word
Request for Advance Account		PDF
Request for New Project/Grant	MS Word	PDF
Authorized Signature Form	MS Word	PDF

Step 3

Complete the forms listed in the table directly below.

Proposal Routing Form A completed Proposal Routing Form must accompany each proposal submitted to the ORSP.		PDF
Attachment A: Budget Worksheet This is a new Budget Worksheet with an adjustable F&A rate. To select a F&A rate, highlight the cell "6FACADM TC" and select the desired rate from the dropdown menu. Remember to complete line 21 (Health and Welfare) if you are budgeting for staff with benefits.	MS Excel
Attachment B: Cost Sharing Worksheet (if applicable)	MS Word	PDF
Attachment C: Subrecipients (if applicable)	MS Word	PDF
Attachment D: Fabricated Equipment Request Form (Read A Note Concerning Fabricated Equipment to determine if you need to complete this form and submit it to the ORSP.)	MS Word

Step 4

Assemble all forms and information (as required by the sponsor and the UMass Boston ORSP), and submit your proposal package to the ORSP at least 5 business days prior to the sponsor's deadline.

Step 5

Go directly to the ORSP Award Management webpage and select "Preaward" for the various forms of service available to you as you prepare your proposal package. Once you've received your award letter from the sponsor the ORSP has certain responsibilities for negotiating with the sponsor the final terms and conditions of the award.