Reseach Accounting Forms and Other Documents

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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.
Insurance Information University of Massachusetts Insurance Information.  Link to Office of the President web site.
Certificate of Insurance How to Request a Certificate of Insurance.  Link to Office of the President web site.
Grant Fund Crosswalk
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
Amherst Campus Policies Memorandum - Amherst Campus Policies 12/20/12
Finding Award Documents in Summit Job Aid on how to view Award Documents within Summit. 11/14/13
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
How to evaluate a cost to a Federally Sponsored Project 11/1/15
Participant Support Cost REU/RET Payments Procedure Participant Support Cost REU/RET Payments Procedure 4/14/16
Participant Support Cost REU/RET Payments Form Particpant/REU/RET UMass Student Payments Form 7/12/16
Non-Payroll cost Transfer Request For use in transferring expenses from/to a sponsored project 7/28/16
Echo Sign Process for Subrecipient Invoices Adobe EchoSign Electronic Signature Process-Subrecipient Invoices 9/1/16
Cost Transfer Policy Applies to all cost transfers to or from sponsored awards 10/20/16
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
Single Audit Reports 12/19/17
Fly America Policy 9/24/18
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 and Open Skies Training Fly America and Open Skies training 9/27/18
OMB A-21 Quick Reference Tool 9/27/18
Subrecipient Monitoring Procedures 11/16/18
Research Administration Financial Closeout of Awards 11/16/18
Financial Research Adminstration 11/16/18
Expiring Award Notice 11/16/18
Cost Share Training 11/16/18
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... 11/16/18
Cost Share Allowable Companion Funds Explanation of Cost Sharing on Sponsored Projects and list of allowable funds available for Cost Share. 11/27/18
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). 5/2/19