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Contracts and Research Agreements

Contracts and Subcontracts

OSP leadership and teams review and negotiate research agreements and subcontracts. Please forward the following to OSP for review prior to the receipt of an award:

  • For Contracts:
    • a completed Funding Proposal in the Research Management System
    • a detailed internal budget worksheet
    • a completed and signed Conflict of Interest Disclosure Summary for each UMass Chan key person
  • For Subcontracts:
    • the above, plus a Statement (or Scope) of Work
    • OSP will generate Letter of Intent

These forms can be found on the OSP Forms page.  Please contact for further information.

 Subrecipient Monitoring

UMass Chan Medical School is responsible for monitoring the programmatic and financial activities of its subrecipients in order to ensure proper stewardship of sponsor funds.  Subawards are subject to federal and/or agency-specific regulations established by the prime sponsor.

This guidance has been developed to assist administrators at the department and central level with subrecipient monitoring.  The use of these tools and scope of monitoring procedures should be determined by the PI and administrators based on the nature of the grant and the perceived risk associated with the subrecipient.  All of the following forms are optional; however, additional monitoring efforts should always be implemented if there is any question about the subrecipient’s ability to ensure proper use and financial management of sponsor funds during any stage of the award.

UMass Chan Subrecipient Monitoring Guide

Domestic Subrecipient Questionnaire

Foreign Subrecipient Questionnaire

UMass Chan Subrecipient Risk Assessment Matrix

UMass Chan Subrecipient Monitoring Record

UMass Chan Invoice Monitoring Guide

FDP Subrecipient or Contractor Determination Form

Attachment 3B