Guides, Manuals and Policies

In addition to this list, you may also want to refer to University Policies and Procedures.

Get Title Purpose Last Updated Topic
Business Expense Policy The Business Expense Policy applies to expenses incurred by a duly authorized University of Massachusetts employee or trustee conducting university business. A school or department may establish more restrictive guidelines and procedures than those covered by this policy. The policies below adhere... 4/15/16 General Accounting, Travel
Expenditure Classification Crosswalk The handbook includes the codes, code descriptions and instructions for the encumbering and expenditure of funds on requisitions/purchase orders. It does not include codes for Payroll, Employee Reimbursements, or Recharges, as they are inappropriate for use on requisitions/purchase orders. The... 3/31/16 Equipment and Property
Fabricated Equipment Cost on Federal Research Grants and Contracts Procedure The purpose of this Guidance is to define criteria and procedures for the inclusion of Fabricated Equipment on research projects sponsored by the federal government, so that such charges are in compliance with federal regulations and University policies. 10/11/12 Equipment and Property
Federal Trade Commissions Red Flag Rule Policy The Federal Trade Commissions (FTC) issued a regulation known as the Red Flag Rule that is intended to reduce the risk of identity theft. The Red Flag Rule applies to UM Amherst due to our participation in the Federal Perkins Loan program, the Nurse Faculty Loan Program, our institutional loan... 4/20/16 General Accounting
Finding Award Documents in Summit Job Aid on how to view Award Documents within Summit. 11/14/13 Research Accounting
Fraudulent Financial Activities The Board of Trustees has issued a Policy Statement on Fraudulent Financial Activities (Doc. T00-051, adopted August 2, 2000) [PDF]. Described herein are... General Accounting
Gift Card and Certificate Policy This policy establishes the requirements for use, approval, purchase, accounting and tax reporting of gift cards. 5/12/16 General Accounting
Grant Fund Crosswalk Research Accounting
Journal Entry Guide The guide provides standards for users with access to journal entry workflow.  2/28/15 Journal Workflow
Lookup Budget Balance and Encumbrance How to check budget balances on the University PeopleSoft Financial Accounting System. 1/6/16 Chartfield Maintenance
Lookup Cash Balance and Liabilities How to check cash balances on the University PeopleSoft Financial Accounting System. 1/6/16 Chartfield Maintenance
Lookup Fund Balance Ho to look up Fund Balances on the University PeopleSoft Financial Accounting System. 1/6/16 Chartfield Maintenance
Massachusetts Statewide Records Retention and Disposition Policy Statewide Records Retention Schedule General Accounting
Memo: Reimbursements to Resident Nonemployees To reduce paperwork currently needed to reimburse resident nonemployees it is no longer necessary to obtain a W-9. 12/18/15 Accounts Payable
Property Management Procedures Policy and Procedures to track of all University equipment and capital assets, conduct periodic inventory observations, and dispose of surplus equipment in accordance with Federal and State regulations and University policies. Section 1 -... 6/10/16 Equipment and Property
Sponsored Grant Budget Levels A budget level defines the level of restriction for the use of funds provided by a Sponsor.  Within each level are unique Budget Account Codes that categorize how funds are to be expensed.  The budget level for an Award is determined according to to the Award terms and conditions.  Sponsored... 7/31/14 Research Accounting
Travel Manual To provide a uniform policy regarding approval and control of travel by employees on University business and to establish guidelines for the management of travel expenditures. This policy applies to all employees of the University of Massachusetts Amherst campus.  12/31/15 Travel
University Mileage Reimbursement Rate     Memorandum TO: Deans, Directors, Department Heads, and Travel Preparers FROM: Robert A. Liebowitz, Controller DATE: December 31, 2015 SUBJECT: 2016 University Mileage Reimbursement Rate The IRS business mileage rate decreased from 57.5 cents to 54 cents/mile effective January 1, 2016. The rate... 12/31/15 Employees Moving, Travel
University Records Classification and Retention Matrix Records Retention and Disposition Matrix General Accounting
What is Surplus Property? This is a web link that describes what Surplus Property is and how to properly dispose of equipment. Equipment and Property
Whistleblowing Policy Massachusetts General Laws c. 149, § 185 protects employees from retaliation for engaging in what is commonly known as "whistleblowing" activities. 7/14/15 General Accounting