Reseach Accounting Forms and Other Documents

Get Title Purpose Updated
Amherst Campus Policies Memorandum - Amherst Campus Policies 12/20/12
Certificate of Insurance How to Request a Certificate of Insurance.  Link to Office of the President web site.
Controller's Office Internal Control Document Internal Control Procedure - used for document/transaction processing by the Financial Services division of the Amherst Campus of the University of Massachusetts. It details the procedures used for State-Appropriated Funds, Grants & Contracts and Non-Appropriated Funds. It further details the... 3/3/17
Cost Share Training 6/14/18
Cost Transfer Policy Applies to all cost transfers to or from sponsored awards 10/20/16
Echo Sign Process for Subrecipient Invoices Adobe EchoSign Electronic Signature Process-Subrecipient Invoices 9/1/16
Expiring Award Notice 12/11/17
Financial Research Adminstration 12/11/17
Finding Award Documents in Summit Job Aid on how to view Award Documents within Summit. 11/14/13
Fly America Act and Open Skies Agreement Decision Tree 9/24/18
Fly America Act Exception Form Needed when claiming an exception to the Fly American Act 9/24/18
Fly America Policy 9/24/18
Grant Fund Crosswalk
How to evaluate a cost to a Federally Sponsored Project 11/1/15
Insurance Information University of Massachusetts Insurance Information.  Link to Office of the President web site.
Non-Payroll cost Transfer Request For use in transferring expenses from/to a sponsored project 7/28/16
Participant Support Cost REU/RET Payments Form Particpant/REU/RET UMass Student Payments Form 7/12/16
Participant Support Cost REU/RET Payments Procedure Participant Support Cost REU/RET Payments Procedure 4/14/16
Research Administration Financial Closeout of Awards 12/11/17
Research Trust Fund (RTF) Expenditure Guidelines The RTF policy of the University of Massachusetts is to comply fully with Massachusetts General Laws Chapter 29, Section 6B (Federal Grant Funds; Definitions; Applications; Notice and Procedural Requirements; Restrictions on Expenditure of Funds; Institutions of Higher Learning). 4/28/89
Signature Delegation for Sponsored Projects To give approval signature delegation for Sponsored Grants.  Must complete OWL training for Cost Allowability on Federal Sponsored Grants.  This request will not change the Account Manager name in the DeptID(s). 1/19/17
Single Audit Reports 12/19/17
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
Subrecipient Invoice Template Subrecipient invoices must contain current and cumulative costs, UMass Subaward # and proper certification. Subrecipients may use this template or provide their own invoice which has the required elements as indicated in the terms of the award. 11/8/17
Subrecipient Monitoring Procedures 5/20/16
Tax Status of The University Tax Status of the University. Net ID Log on required.  Link to Office of The President web site.
University Policies and Guidelines University Policies and Guidelines.  External Link to Office of The President.