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PI Toolkit
The PI toolkit serves as a central location for research staff to access links to important information and instruction related to the facilitation and administration of sponsored projects.
Investigator Eligibility
Guidance and Resources for Becoming an Eligible Investigator
These resources outline the roles, responsibilities, and expectations throughout the grant lifecycle for Principal Investigators (PIs) and Co-Principal Investigators (Co-PIs) involved in research programs at the University Massachusetts Boston. The University aims to ensure the highest standards of stewardship, integrity, compliance, and effectiveness in the conduct of research, facilitating a collaborative environment that fosters innovation, accountability, and the advancement of knowledge.
- ORSP Investigator Eligibility Policy
- Investigator Handbook
- Investigator Application
- Kuali Build Investigator Application Guide
To access UMass Boston systems, users must have completed a CON-15 form and Computing Awareness form through the UMass Boston Controller's Office, forms. ORSP has setup a powerform in DocuSign to assist with this process, this has selections set for general investigator access, Investigator CON-15 form.
Proposal and Budget Development
Institutional Fact Sheet
Fringe Rate Matrix FY25
Indirect Cost Rate Agreement FY24-FY28
Indirect Cost Rate Agreement FY18-FY23
Indirect Rate Policy for grant and contract proposals to external sponsors
Travel and Reimbursement
International Travel Checklist
Sponsored Student Payment & Policy Procedures
No Cost Extension Guidelines
Rebudgeting Policy & Procedures for Sponsored Programs
SF424 Instructions
SF424 Coversheet
NSF Biosketch 2 page guidance
NIH Data Management and Sharing Policy
NSF Data Management Plan
NSF Budget Justification Guidelines
Statement of Work (SOW) Template
Statement of Work (SOW) Guidelines
Eligibility
Annual Financial Reports and Audits
UMass Boston Demographic Data
Organizational Chart
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AANAPISI status
Minority Serving Institution
UMass Financial Statement
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eVerify
Granting Authority/Signatory Document – UMass Board of Trustees
Title III Eligibility Letter – 2024
Hiring
Background Checks for Benefited Employees Policy
Graduate Assistant (GA) Hiring Procedures
OMB Uniform Guidance
What PIs Need to Know: Proposal Preparation Guidance
OMB Policy Statement
2 CFR 200, Uniform Guidance
OMB Administrative Requirements Comparison Chart
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OMB Definitions Comparison Chart
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Protocol for Campus Audits and Sponsored Program Reviews
NIH Uniform Guidance Implementation
NSF Uniform Guidance Implementation
NCURA: Uniform Guidance webcast (videos)
Subrecipient Monitoring
Subrecipient Invoice Review Checklist
Subrecipient Monitoring Procedure
Subrecipient FFATA Roles and Responsibilities
Subrecipient vs Contractor Classification Guidance Document
Creating a requisition for a Subaward
IRS Documentation
IRS Determination Letter
UMass Boston Tax Status Description
Certificate of Good Standing
W9
UMass Boston Tax Status Description
State and Federal Laws
University of Massachusetts, Gen. Law 75
Protection of Personal Information
NIH ClinicalTrials.gov Requirements
University of Massachusetts Foundation
UMass Foundation Website
The About section of the University of Massachusetts Foundation website includes links to UMF Board of Directors, Reports, and the UMF IRS Determination Letter.