Controller Library

Displaying 1 - 141 of 141

Title Purpose Updatedsort descending
UMass Amherst Financial Statement FY22 n/a
PO Terms and Conditions Terms and Conditions - Amherst Specific n/a
UMass Amherst Financial Statement FY21 n/a
Travel Authorization Requirement for travel n/a
Travel Registry Controller's Homepage n/a
Assignment of Account Administrator Do not use this form to change the manager on a Department ID. This form is used to assign fiscal authority from a vice chancellor, dean, director or department head to a fiscal manager. This request will change the Account Manager name in the DeptID(s) to the manager assign. n/a
Equipment Disposal Form Use this form when you need to dispose of  University-owned equipment. n/a
Sponsored Activities Fact Sheet n/a
University of Massachusetts Annual Reports This is a web link to the Financial Annual Reports and Annual A-133 Audit Reports at the University Controller's web site. n/a
Grant Fund Crosswalk n/a
Procurement Policy University of MA Procurement Policy n/a
Tax Status of The University Tax Status of the University. Net ID Log on required.  Link to Office of The President web site. n/a
University Policies and Guidelines University Policies and Guidelines.  External Link to Office of The President. n/a
Treasurer's Office Policies Treasurer's Office Policies.  External link to the Office of The President, Treasurer's Office. n/a
Certificate of Insurance How to Request a Certificate of Insurance.  Open a tab and link to Office of the President web site www.umassp.edu and log in for access.  Then click on link for Certificate of Insurance to go directly to the page. n/a
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
UMass Club in Boston - Campus Sponsored Events Memo to provide guidelines on campus sponsored events occuring at the UMass Clib in Boston. 2/23/06
Quasi Endowment Transfer Policy Amherst campus departments may transfer restricted funds, primarily gift balances not expected to be used over a five year period, to the University foundation by creating quasi endowments.   9/1/08
Endowment Budget Inquiry Job Aid Associated Revenue Budget Job Aid Use for Gift, RTF% and Endowment Funds. 9/2/08
Commonwealth of Massachusetts Bill Paying Policy and General Paying Policies Commonwealth of Massachusetts Bill Paying Policy and General Paying Policies 5/19/11
Journal Entry Import Instructions Instructions on how to import a Journal Entry Upload Spreadsheet into Administrative Accounting System. 2/1/12
Journal Attachment Instructions PSoft 9.1 has the ability to attach supporting documentation directly into your GL Journal. Should you chose this option you would not need to print your Journals as the support is electronically attached. 4/30/12
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
Finding Award Documents in Summit Job Aid on how to view Award Documents within Summit. 11/14/13
Certificate of Record Destruction To log records to be destroyed 2/20/14
Missing Itemized Receipt/Documentation Affidavit for Travel/Employee Reimbursement Necessary when itemized receipt is lost or missing for Employee Reimbursements and Travel 4/11/14
Expenditure Classification for Reimbursements Accounts/Object Codes for Employee Reimbursement Handbook 6/2/14
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... read more 7/31/14
Quasi Endowment Request Form Request Form for Amherst Departments to transfer restricted funds, primarily gift balances not expected to be used over a five year period, to the University foundation by creating a quasi endowment. 12/10/14
Mileage Log To record driving miles travelled on a trip. 12/15/14
Journal Entry Guide The guide provides standards for users with access to journal entry workflow.  2/28/15
How to evaluate a cost to a Federally Sponsored Project 11/1/15
Reimbursements to Resident Nonemployees Memo: To reduce paperwork currently needed to reimburse resident nonemployees it is no longer necessary to obtain a W-9. 12/18/15
Event Ticket Use Report To report attendence and business purpose of event ticket. 3/1/16
Home Internet Service Agreement Campus Policy for Dean/Vice Chancellor approved University reimbursement for Home Internet Use:  3/1/16
Signature Delegation Termination Form To terminate approval signature delegation.  This form will remove current delegations. 3/1/16
Participant Support Cost REU/RET Payments Procedure Participant Support Cost REU/RET Payments Procedure 4/14/16
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... read more 4/20/16
Journal Upload Spreadsheet Excel Spreadsheet for uploading Journal Entries into the Administrative Accounting System. 5/18/16
Internal Authorization Used to grant spending authority to a delegated departmental staff for on campus transactions (recharges). 6/7/16
Invoice Customizable University Invoice 6/7/16
Business Expense Form For use with payments/recharges made directly to vendor for business meals/meetings. 6/15/16
Payment Input Form For state funds only - payment voucher to request payment. 7/1/16
Participant Support Cost REU/RET Payments Form Particpant/REU/RET UMass Student Payments Form 7/12/16
NCURA University of Massachusetts Amherst Final Report Dec 22 2015 The National Council of University Research Administrators (NCURA) is a national organization of over 7,000 members.  NCURA serves its members and advances the field of research administration through education and professional development programs, the sharing of knowledge and experience, and by... read more 7/12/16
Non-Payroll cost Transfer Request For use in transferring expenses from/to a sponsored project 7/28/16
Off-Site Equipment Form Use this form to account for equipment that will be used off the Amherst Campus. 2/21/17
Equipment Coordinator Designation Form The purpose of this form is to provide information on a designated Equipment Coordinators within a department.  The completed form should be e-mailed to the Property Office. 2/21/17
Equipment Transfer Form Use this form to notify the Property office on the transfer of university equipment to a department on campus. 2/21/17
Pre-Travel Authorization Pre-Travel Authorization Memo 3/8/17
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... read more 3/9/17
Chartstring Inactivation Request Form This form is used to request the inactivation of existing chartfield strings. 4/13/17
Cell Phone Agreement Form To certify substantial business use of cell phone. 5/10/17
University Records Classification and Retention Matrix Records Retention and Disposition Matrix 5/26/17
Record Retention and Disposition Schedules Statewide Records Retention Schedule 5/26/17
IRS Form W-8 EXP Used for Foreign Entities who are Tax-Exempt in the United States, 6/26/17
Direct Payment in BuyWays Job Aid for Direct Payment in BuyWays 7/7/17
Single Payment Voucher for Refund This form is used to make a refund payment only for a one-time vendor without having to create and store the vendor in the system. 7/7/17
Single Payment Voucher for Reimbursement Used when making a Reimbursement payment to a "US Resident" Non-Employee One Time Vendor. 7/7/17
Disbursement Voucher *Use Direct Payment form in BuyWays for Direct Payments that have Account Code equal to 7XXXXX.  Use this form for Account Codes other than 7XXXXX.  This form is used to make payments without a Purchase Order... read more 7/7/17
IRS Form W-8 IMY Used for Foreign Intermediaries or Flow-Through Entities. 8/14/17
IRS Form W-8 BEN Requirement for adding or changing a foreign individual on the finance system. 8/14/17
IRS Form W-8 BEN-E Requirement for adding/changing a Foreign Entity on the finance system. 8/14/17
IRS Form W-8 ECI Used for Foreign Entities who have Effectively Connected Income to the United States. 8/14/17
Whistleblowing Policy Massachusetts General Laws c. 149, § 185 protects employees from retaliation for engaging in what is commonly known as "whistleblowing" activities. 8/28/17
Journal Upload Win10 Spreadsheet Excel Spreadsheet for uploading Journal Entries into the Administrative Accounting System.  Spreadsheet is for Window 10 users 10/26/17
Travel Registry-How to Register Your Own Travel Job aid for Travel Registry-How to register your own travel. 11/14/17
Travel Registry-How to Register Proxy Travel Job aid for Travel Registry-How to register proxy travel 11/14/17
Travel Registry-How to Approve Travel Job aid for Travel Registry - How to Approve Travel 11/14/17
Travel Registry-How to Search for Registries Job aid for Travel Registry-How to Search for Registries 11/14/17
How to Generate / Resend Approvals Job Aid for Travel Registry - How to Generate / Resend Approvals 11/14/17
Human Subject Participant Payment for participating in a study. 12/8/17
Journal Workflow Guide A workflow guide for Journals in the Administrative Accounting System. 12/13/17
Single Audit Reports 12/19/17
Disbursement Voucher-Foundation Foundation Disbursement Voucher 1/3/18
B Eligibility Certification 4/4/18
MMARS Codes MMARS Codes.  Link found on Procurement Website. 4/26/18
PeopleSoft Fluid 9.2 User Guide Guide to get started with the new PeopleSoft Financials Interface. 6/12/18
Creating and Modifying Expense Reports PeopleSoft 9.2 guide to creating and modifying Expense Reports. 6/18/18
Cell Phone or Home Internet Termination Form Termination of Cell Phone or Home Internet reimbursement 8/13/18
Recharge Form To record intra campus revenue cost center activities (for non-state accounts only).  The PDF version when completed, should be submitted to General Accounting. This form for use with MAC computers and departments without ability to use Recharge Upload Spreadsheet 8/13/18
Fly America Act Exception Form Needed when claiming an exception to the Fly American Act 9/24/18
Fly America Act and Open Skies Agreement Decision Tree 9/24/18
Foreign Source Memo 9/24/18
Travel Registry-How to Register Someone Else's Travel Job aid for Travel Registry-How to register someone else's travel 9/25/18
Fly America and Open Skies Training Fly America and Open Skies training 9/27/18
Glacier Quick Guide 9/28/18
Foreign Vendor Document Requirements 9/28/18
Cost Share Training 11/16/18
Research Administration Financial Closeout of Awards 11/16/18
Expiring Award Notice 11/16/18
Check (Non Payroll) Distribution Special handling of Non Payroll checks 11/27/18
Deposit Slip Used to record receipts.  Also see the guidelines on how to fill out your deposit slip. 12/18/18
University Employees and Political Campaigns Guidelines for University Employees and Political Campaigns 2/4/19
Collection Security Guidelines The collection security guidelines provide internal controls designed to safeguard cash, checks and other types of tender received by departments. Some controls may not apply to every area but safeguards need to correspond to associated risk. Managers should ensure that their area is in compliance... read more 2/20/19
Homeland Security Invoice 4/17/19
Sales Tax Forms ST-5, ST-2, Universities W-9 Tax & Compliance, Tax Forms found at the Treasurer's Office/UMass President's Office 6/27/19
Financial Research Adminstration 7/8/19
Travel Registry-Remove unwanted/junk registry from Terra Dotta Travel Registry Form to remove unwanted Travel Registry items from Terra Dotta 7/24/19
Travel Registry Job Aids Job Aids for Travel Registry How to Register Your Own Travel... read more 7/24/19
UMass Federal Costing Exception Form For determining allowability of expenses on Federal Grants 2/25/20
Subrecipient Invoice Memo for Processing Invoices to Vendors 3/2/20
Subrecipient Invoice Memo for Processing Invoices to Other UMass Campuses 3/2/20
Wire Transfer Request Documentation General link for all Wire Request Information (instructions, forms, signature authority) 8/31/20
Chartfield Lookup Job Aid Step by step Instructions for looking up chartfield information 12/14/20
Guidance for Travelers 1/19/21
Sale of Surplus Property Terms and Conditions 3/22/21
Cost Transfers 4/9/21
Department ID Manager Change Request Used to make changes to the Department ID Account Administrator 8/23/21
Core 5 Attachments 10/14/21
Core 5 Training 10/14/21
Commodity Codes Commodity Code list for Purchase Orders.  Link located on Procurement Website. 2/2/22
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... read more 2/2/22
Equipment Action Form Use this form to account for the status of university equipment other than a transfer to a department on campus. 2/9/22
Amherst Campus Credit Card Information Policy UMass Amherst policy for accepting and handling Credit Card information. 3/1/22
Amherst Campus Policies Memorandum - Amherst Campus Policies 3/1/22
Closing Dates - Monthly Financial [PDF] Monthly closing dates for FY23 5/10/22
Year End Close Deadlines 5/31/22
Travel Registry-How to Set Up Blanket Travel Authorizations Job Aid for Travel Registry - How to Set Up Blanket Travel Authorizations 6/22/22
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. 7/1/22
Employee Gift Card Receipt Form To acknowledge receipt of a gift card by an employee 7/1/22
Non-Employee Gift Card Receipt Form To acknowledge receipt of a gift card by a non-employee 7/1/22
Gift Card Log Gift card log to help departments document the distribution of gift cards 7/1/22
Journal Submission Deadlines 7/8/22
Chartstring Create Request Form This form is used the request a new chartfield string for the purpose of financial accounting. 9/22/22
Signature Delegation for Departmental DeptID's with Non-Sponsored Chartstrings To give approval signature delegation for Non-Sponsored Chartstrings under Departmental DeptID's (DeptID's ending in 000).  This request will not change the Account Manager name on the DeptID(s), use the CM_DeptID_Mgr_Change form to change the DeptID manager.  10/21/22
Signature Delegation for Sponsored Projects and PI DeptID's To give approval signature delegation for PI DeptID's (DeptID's ending in 001-999) and Sponsored Grant Charstrings.   Must complete OWL training for Post Award-Financial Research Administration Training for Principal Investigator Signing/Approval Authority on Sponsored Projects before submitting... read more 10/21/22
Recharge Upload Excel Spreadsheet for Win 7 or Win 10 To record intra campus revenue cost center activities (for non-state accounts only).  The Excel form is to be used for uploading recharges into PeopleSoft.  For information or 1-on-1 Training on using this form please email Andrew Tan at atan [at] umass.edu. 10/28/22
Cost Share Allowable Companion Funds Explanation of Cost Sharing on Sponsored Projects and list of allowable funds available for Cost Share. 10/28/22
Mileage Reimbursement Rate 1/5/23
Subrecipient Invoice Checklist 1/18/23
Closing Dates - Monthly Financial FY 2023 Closing Dates Month Fiscal Period ACTUAL Ledger Closing Date ADJUST Ledger Closing Date July, 2022 1 08/05/2022 08/12/2022 August 2 09/09/2022 09/16/2022 September 3 10/07/2022 10/21/2022 October 4 11/10/2022 11/18/2022 November 5 12/09/2022 12/16/2022 December 6 01/13/2023 01/27/2023... read more 3/8/23
International Travel Advance Settlement Form This form is required to settle an International Travel Advance 3/8/23
Job Aid -How to use DocuSign Templates to Complete Business and Travel Expense Forms This job aid is available to assist DocuSign users to complete required business and travel expense forms in DocuSign templates. 3/17/23
FY2023 - FY2027 Federal Indirect Cost Rate Agreement 4/6/23
US Bank Declining Balance Card Application for Purchasing Gift Cards The US Bank Declining Balance Card Application for Purchasing Gift Cards can be requested for the purpose of purchasing gift cards as allowed in the Campus business expense policy (limit is $100 per person per event). If you are requesting gift cards for human subject participants, please complete... read more 5/2/23
US Bank Declining Balance Card Application for Human Subject Participant Gift Cards The US Bank Declining Balance Card Application for Human Subject Participant Gift Cards can be requested for the purpose of distributing gift cards to human subject participants (limit is $100 per person per study). University Institutional Review Board (IRB) approval is required. An Application... read more 5/3/23
Controller's Office Advance To request cash advance for Human Subjects Payments 5/3/23
International Travel Advance Request Form This form is used to request a cash advance for International Travel  5/3/23
Year End Close Deadlines FY23 Year End Closing Dates (Dates are subject to change) Date Due Transaction Type June 02 All FY23 or FY24 Payroll Funding Swaps are due to HR by June 2nd for processing. If funding is not changing for FY2023, do not send in the paperwork. For those that process their funding swaps via ePAFs... read more 5/9/23
Municibid Question Form for Sale of Surplus Equipment 5/30/23
University of Massachusetts Amherst
©2023 University of Massachusetts Amherst · Site Policies · Accessibility