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FORMS

Account/Profile Requests:
eRA Commons Account Request Form For new PIs and NRSA postdoctoral and graduate-student fellowship applicants

UMass Chan Research Policy-Related Forms:
New PI Participation Agreement In order to be activated as a PI in PeopleSoft, new investigators and fellowship applicants must read each agreement (New PI Participation Agreement and COI Policy Agreement, sign the last page of each and scan to OSP research.funding@umassmed.edu 
Conflict of Interest Policy Agreement In order to be activated as a PI in PeopleSoft, new investigators and fellowship applicants must read each agreement (New PI Participation Agreement and COI Policy Agreement, sign the last page of each and scan to OSP research.funding@umassmed.edu 
Request for Faculty Exception from the 95% Maximum Sponsored Effort Rule form This form is to be used in conjunction with the Effort Commitments and Salary Charges on Sponsored Projects Policy to request an exemption from the 95% maximum effort on sponsored projects rule.

Routing/Transmittal:
PeopleSoft New Sponsor Request Form For use when a prospective sponsor has not been added to the PeopleSoft sponsor table. 

Approvals:
Advance Account Attestation Form

An advance account is one that is setup for the department prior to a fully executed contract or receipt of an award notice/letter.  It is done at the risk of the requesting PI/department. It provides the PI an opportunity to initiate their sponsored research and incur their costs against the awards speedtype prior to contract execution.

RMS Security Access Role(s) Request Change Form

For all new users of the Research Management System.  To be completed by a departmental administrator and forwarded to RMS_support@umassmed.edu when completed.  

Project Specific:
Summary Disclosure of Financial Interests (SDFI) Electronic Form

eSDFI Job Aid

Required at time of submittal and annually thereafter from each UMass Chan employee designated as an investigator on a project. If a detailed disclosure is required, the disclosure should be filed at https://ummhc.ospreycompliancesuite.com/coiriskmanager. See this page for details. 

Administrators can use the eSDFI Admin Panel to track their department's eSDFI forms.

Non-UMass Chan Individual Investigator Disclosure of Financial Interests Form

This form is for non-UMass Chan Consultants, Collaborators or Other Individuals with significant responsibilities who meet the PHS definition of an Investigator. Subrecipients do not fill out this form. This information is required to comply with the the PHS Regulations on the Responsibility of Applicants for Promoting Objectivity in Research for which PHS Funding is Sought (42 CFR Part 50, Subpart F) and responsible Prospective Contractors (42 CFR Part 94).

Clinical Financial Interest Management Worksheet

This worksheet is used to consider management plans for financial conflicts of interests of clinical investigators.
Foreign Project Registration Form Required International Support Services (Office of Management) if research involves a foreign component.

Subaward Forms:


Attachment 3B


A completed Attachment 3B is required in order to setup a new outgoing subaward agreement or an amendment to an existing outgoing subaward.


Subaward RR Budget Form


In order to access this form, please download a copy to your desktop and open in your preferred PDF software (i.e. Adobe Acrobat). 

Worksheets:

Internal Budget Worksheet FY23


Updated December 2023
NIH Salary Cap Worksheet Updated 9/16/2022
Proposal Information Worksheet