CHFA BUSINESS OFFICE

Maggie Malone
Tom Maxfield

209 South College
Email: business@hfa.umass.edu
Phone: 413.545.6696
Fax: 413. 545.4171

PURCHASE ORDERS:

MUST BE PRINTED OUT and returned to the Business Office.

PROCARDS

New: some services allowed on procard.

There is a Manual available online, and Training sessions

Note: Department and Business Office signatures are required on the forms.

CORPORATE TRAVEL CARDS

For employees who travel on University Business

TRAVEL REIMBURSEMENTS:

MUST BE PRINTED OUT and returned to the Business Office with all ORIGINAL RECEIPTS and the original signature of the traveler and Department Chair.

To be used for EMPLOYEES ONLY

NON EMPLOYEE PAYMENTS (honoraria etc.):

An INVOICE (signed by the vendor) MUST BE prepared and returned to the Business Office.

ALCOHOL POLICY MEMO

MUST BE PRINTED OUT and returned to the Business Office with all information complete, including the original signature of the individual that purchased alcohol. We will ensure that the form is brought to Dean Edwards for signature.

Here is the Official Controller's Office Alcohol Policy (= BOT policy).

MISSING RECEIPT AFFIDAVIT

MUST BE PRINTED OUT and returned to the Business Office along with the travel or reimbursement request form associated with the receipt.

BUSINESS EXPENSE / EMPLOYEE REIMBURSEMENT (BEER FORM)

Submit this completed form (with appropriate invoice) when paying for Food/Meals, entertainment expenses.

For example, a purchase order to Blue Heron Restaurant was opened for a search committee to take a candidate to dinner. Send the invoice from Blue Heron along with the completed BEER form (indicating the names of those in attendance, and the purpose of the event) to the Business Office.

W9 FORM (pdf)

An ORIGINAL W9 form must be submitted to the Business Office.  We then attach a form and submit the W9 to the Controller's Office to generate a Vendor Code.  Until a vendor code has been generated, no paperwork to pay/reimburse can be processed.    You should send the Business Office the completed W9 as soon as you have it.  DO NOT WAIT to send the W9 along with all reimbursement paperwork.  The Controller's Office can take anywhere from 2 to 9 days to generate a vendor code.

Call Angela Kapinos at 545-1433 or email her at Angela Kapinos

Moving, relocation and temporary housing policy (in html)

If you are using a mailing list from Development:
Please PRINT OUT the form to the right and send it to Kenzie Thompson in the Development Office in Memorial Hall, along with a copy of your newsletter. She must approve your newsletter before the Business Office can process any P.O. Request forms. Kenzie's phone: 577-3285, fax 545-6894.

If you are using a mailing list of your own:
Please send a copy of your newsletter to Laurie Neely in South College. She must approve your newsletter before the Business Office can process any P.O. Request forms. Laurie's phone: 545-0385.

Faculty Research Grant Program

Please find available at the following URL the program description for the newly reactivated Faculty Research Grant Program. The first deadline will be on Friday, December 3^rd.

www.umass.edu/research/internal_grants/index.html

Internal Grants Program - Quick links

• Deadlines
• Faculty Research Grants (FRG)
  • Word Version
• PDF Version
• Samuel F. Conti Faculty Fellowship Awards
• Healey Endowment Grants
  • Word Version
  • PDF Version
• Other Internal Grant Programs

Office of Grants and Contracts Administration

Fax Numbers:

Maggie and Maria: 545-4171
Meg: 545-3880

Email: Meg, Maggie, Maria

STUDENT APPOINTMENTS

FORM MUST BE PRINTED OUT AND RETURNED TO THE APPROPRIATE HR COORDINATOR. The HR Coordinator will enter the appointment into human resources/Peoplesoft.

A copy also needs to be sent to the Business Office so that encumbrances may be subtracted from accounts.

Reminder, graduate appointments are either on GFAFs or, for Graduate Student Hourly Appointments, the new carbonized form that you must pick up at Human Resources. Note that the form posted on their website under Student Personnel Action Forms (SPAF) will no longer be accepted for Graduate Hourly Appointments.