Account/Profile Requests:

Consortium/Contractual Institution Information Form For new institution and consortium PI setup in Cayuse
eRA Commons Account Request Form For new PIs and NRSA postdoctoral and graduate-student fellowship applicants
New Sponsor Request Form (PeopleSoft) For use when a sponsor profile has yet to be created in PeopleSoft. 

UMMS 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 and return to RFS with original signature the last page of each.  
Conflict of Interest Policy Agreement  
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.
VA MOU  The Memorandum of Understanding (MOU) outlines the duties and effort to be committed by jointly appointed investigators at both the VA Hospital and the University of Massachusetts Medical School.  The form is required for all investigators that hold VA salaried appointments who apply or participate in UMMS NIH awards or when using VA committed time for a UMMS non-NIH proposal. 


PeopleSoft Routing (Transmittal) Form Creation Job Aid A routing (transmittal) form is required with every research proposal or agreement. Routing forms for new and competing renewal proposals are generated in PeopleSoft.

Annual Progress Report Routing (Transmittal) Form

The Annual Progress Report form is used for progress reports on existing projects and for requesting provisional accounts on existing awards.
Supplemental Funding Routing Form Use with requests to supplement existing awards.
Proposal Approvals - Signature Checklist Use to initiate proposal review in the event of absence of required departmental approval signatures.


Budget Revision Prior Approval (BRPA) Form Use for rebudgeting requests
Initial No-Cost Extension (NCE) Request Form Use to request a no-cost extension for grant awards where UMMS is the prime recipient.
New Award Provisional Sponsored Account Request (NAPSAR) Form The New Award Provisional Sponsored Account Request (NAPSAR) Form can be used to establish a chartfield in PeopleSoft to facilitate the initiation of a sponsored project prior to receiving an award or official notice from the sponsoring agency.

Project Specific:

Summary Disclosure of Financial Interests (SDFI) Form Required at time of submittal and annually thereafter from each UMMS employee designated as an investigator on a project. If a detailed disclosure is required, the disclosure should be filed at See this page for details.  
SDFI Additional Investigators Page Use with SDFI form when additional investigators are involved.

Non-UMMS Individual Investigator Disclosure of Financial Interests Form 

This form is for non-UMMS 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).

Foreign Project Registration Form Required by UMMS Office of Global Health if research involves a foreign component.


Internal Budget Worksheet FY15  
NIH Salary Cap Worksheet