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Financial Services Office

Assisting College of Education staff and faculty with purchasing, budgets, and other financial matters

Visit us in Furcolo W114 or email educbusiness [at] umass [dot] edu (educbusiness[at]umass[dot]edu) for questions and services related to budgets, accounts payable and receivable, purchasing, and pro-cards. 

Forms for Common Requests

  • Purchasing and Reimbursement Form  to request a purchase, or reimbursement for a travel expense, or submit a receipt for your UMass Bank Card.
  •  Pre-Travel Authorization Form request for Staff and Faculty, please use Concur.  This required before any out-of-state or overnight travel by faculty or staff that is funded by the university. View Travel Pre-approval and Registration Flow Chart. Then use the Purchasing and Reimbursement Form for reimbursement of travel costs.
  • Gift Card Purchasing Form to request electronic gift card purchases for use at events, awards, or Human Subject/research compensation.
  • Student Scholarship/Stipend Payments Form to request a one-time stipend or scholarship payment to a undergraduate or graduate student. Stipends and scholarships represent a lump sum award and should not be used as compensation for labor.

Purchasing & Finance

  • BuyWays is the University system for managing purchases, purchase orders, and other aspects of procurement. This site has the login and documentation.
  • Summit is a web-based tool that delivers PeopleSoft financial data through customized graphs and tables. Use this page to log in to Summit, sign up for Summit training, and access resources to help you use Summit.
  • Use the educbankcards [at] umass [dot] edu (EDUC Bank Card email) to forward your monthly statements and receipts to FSO for archiving, or for inquiries related to obtaining and using a Bank Card.

Financial Services Staff

Josh Burton

Assistant Dean of Finance and Planning

Joshua Burton is a multi-skilled higher education professional.

Photo of Josh Burton.

Nicole Cloutier

Accountant

Nicole Cloutier

Nicole Cloutier

Rachel Carvalho

Administrative Services Coordinator

Financial Services, Human Resources & Facilities

UMass M logo in maroon, black, and white.

Christine Quiñones

Grants and Contracts Coordinator

Grants and Contracts Coordinator

Quinones

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UMass M logo in maroon, black, and white.

Office of Financial Services

Email: educbusiness [at] educ [dot] umass [dot] edu

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