Guides, Manuals and Policies
Displaying 1 - 66 of 66. In addition to this list, you may also want to refer to University Policies and Procedures.
Title | Purpose | Last Updated |
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Memorandum - Amherst Campus Policies | 3/1/22 |
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 |
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Step by step Instructions for looking up chartfield information | 12/14/20 |
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Special handling of Non Payroll checks | 11/27/18 |
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... | 2/20/19 |
Commodity Codes | Commodity Code list for Purchase Orders. Link located on Procurement Website. | 2/2/22 |
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10/14/21 | |
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10/14/21 | |
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Explanation of Cost Sharing on Sponsored Projects and list of allowable funds available for Cost Share. | 10/28/22 |
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11/16/18 | |
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4/9/21 | |
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PeopleSoft 9.2 guide to creating and modifying Expense Reports. | 6/18/18 |
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Job Aid for Direct Payment in BuyWays | 7/7/17 |
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Associated Revenue Budget Job Aid Use for Gift, RTF% and Endowment Funds. | 9/2/08 |
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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... | 3/9/17 |
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Accounts/Object Codes for Employee Reimbursement Handbook | 6/2/14 |
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11/16/18 | |
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 |
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7/8/19 | |
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Job Aid on how to view Award Documents within Summit. | 11/14/13 |
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9/24/18 | |
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Fly America and Open Skies training | 9/27/18 |
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9/28/18 | |
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... | 2/2/22 |
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9/28/18 | |
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n/a | |
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1/19/21 | |
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11/1/15 | |
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Job Aid for Travel Registry - How to Generate / Resend Approvals | 11/14/17 |
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This job aid is available to assist DocuSign users to complete required business and travel expense forms in DocuSign templates. | 3/17/23 |
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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 |
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The guide provides standards for users with access to journal entry workflow. | 2/28/15 |
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Instructions on how to import a Journal Entry Upload Spreadsheet into Administrative Accounting System. | 2/1/12 |
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A workflow guide for Journals in the Administrative Accounting System. | 12/13/17 |
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1/5/23 | |
MMARS Codes | MMARS Codes. Link found on Procurement Website. | 4/26/18 |
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6/6/23 | |
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Participant Support Cost REU/RET Payments Procedure | 4/14/16 |
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Guide to get started with the new PeopleSoft Financials Interface. | 6/12/18 |
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Terms and Conditions - Amherst Specific | n/a |
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Pre-Travel Authorization Memo | 3/8/17 |
Procurement Policy | University of MA Procurement Policy | n/a |
Record Retention and Disposition Schedules | Statewide Records Retention Schedule | 5/26/17 |
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Memo: To reduce paperwork currently needed to reimburse resident nonemployees it is no longer necessary to obtain a W-9. | 12/18/15 |
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11/16/18 | |
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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 |
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3/22/21 | |
Sponsored Activities Fact Sheet | n/a | |
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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 |
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1/18/23 | |
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3/2/20 | |
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3/2/20 | |
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 |
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n/a | |
Travel Registry Job Aids | Job Aids for Travel Registry How to Register Your Own Travel... | 7/24/19 |
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Job aid for Travel Registry - How to Approve Travel | 11/14/17 |
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Job aid for Travel Registry-How to register proxy travel | 11/14/17 |
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Job aid for Travel Registry-How to register someone else's travel | 9/25/18 |
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Job aid for Travel Registry-How to register your own travel. | 11/14/17 |
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Job aid for Travel Registry-How to Search for Registries | 11/14/17 |
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Job Aid for Travel Registry - How to Set Up Blanket Travel Authorizations | 6/22/22 |
Treasurer's Office Policies | Treasurer's Office Policies. External link to the Office of The President, Treasurer's Office. | n/a |
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Memo to provide guidelines on campus sponsored events occuring at the UMass Clib in Boston. | 2/23/06 |
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Guidelines for University Employees and Political Campaigns | 2/4/19 |
University Policies and Guidelines | University Policies and Guidelines. External Link to Office of The President. | n/a |
University Records Classification and Retention Matrix | Records Retention and Disposition Matrix | 5/26/17 |