Policies, Forms & Financial Statements
Click on a branch to go to a listing of forms that branch uses and serves. Note that some links will take you outside this site; those links will open in a new window. Microsoft Excel or the free Adobe Acrobat Reader.
- Administrative and Fiscal Services
- Budgeting
- Accounts Payable
- PeopleSoft
- Office of the Bursar
- Financial Aid
- Human Resources
- Other helpful forms
Administrative and Fiscal Services
- Financial Statements (PDF)
Fiscal Year 2006
- Statement of Net Assets as of June 30, 2006 and 2005
- Statement of Revenues, Expenses, & Changes in Net Assets
for the years ended June 30, 2006 and 2005
Fiscal Year 2005
- Statement of Net Assets as of June 30, 2005 and 2004
- Statement of Revenues, Expenses, & Changes in Net Assets
for the years ended June 30, 2005 and 2004
Fiscal Year 2004
- Statement of Net Assets as of June 30, 2004 and 2003
- Statement of Revenues, Expenses, & Changes in Net Assets
for the years ended June 30, 2004 and 2003 - Complete University of Massachusetts A-133 Audit Report(PDF)
- 2006 A-133 Audit Report
- 2005 A-133 Audit Report
- 2004 A-133 Audit Report
- 2003 A-133 Audit Report
- 2002 A-133 Audit Report
- 2001 A-133 Audit Report - Operating Budgets
Operating Budget Information FY 2005
- Summary of Current Fund Revenues
- Summary of Revenues and Expenditures
- Summary of Current Fund Expenditures and Transfers by Function
- Current Funds: General & Designated
Operating Budget Information FY 2006
- Complete Operating Budget for Fiscal Year 2006 (PDF)
Operating Budget Information FY 2007
- Complete Operating Budget for Fiscal Year 2007 (PDF) - Policies(PDF)
- University Internal Control Plan (June 2005)
(Internal Control Plan includes the following information):
- Internal Controls
- Budget
- Cash Receipts
- Grants and Contracts
- Payroll
- Purchases and Accounts Payable
- Revenue and Accounts Receivable
- Data and Computing Guidelines
- Data Security and Classification Guidelines
- University Email Communications Policy
- Computing Services Guidelines
- Principles of Employee Conduct (DOC. T96-136)
- Policy on Fraudulent Financial Activities (DOC. T00-051)
- Guidelines for the Policy on Fraudulent Activities (DOC. T00-051)
- UMass Club Guidelines (PDF. September 2006)
Budgeting
no forms available at this time.
Accounts Payable
- Travel Reimbursement Form (PeopleSoft Forms page)
- Manual Check Request (Interactive MS Word Document)
- Direct Reimbursement Request (Interactive MS Word Document)
- Business Expense Form (Interactive MS Word Document)
- Vendor Disbursement Form (Interactive MS Word Document)
- Travel Authorization Form (Interactive MS Word Document)
Note: For Quick Trip forms, contact Accounts Payable
PeopleSoft
Office of the Bursar
- Tuition Management Systems (Payment Plan) www.afford.com
- Academic Management Services (Payment Plan) www.TuitionPayEnroll.com
- Perkins Loan Information www.mycampusloan.com
Financial Aid Forms
- 2005-2006 Direct Parent Plus Loan Pre-Application
- 2005-2006 Verification Worksheets:
- Instructions
- Dependent Form
- Independent Form - UMass Dartmouth Financial Aid Services Inquiry/Statement (PDF)
- Connections Program Application (PDF)
- Direct Loan Application Instructions (PDF)
Human Resources
- The Following is a link to ALL Human Resources Forms:
- http://www.umassd.edu/hr/forms.cfm
Other helpful Links
- FAFSA (Student Aid) http://www.fafsa.ed.gov/
- UMass Dartmouth Financial Aid http://www.umassd.edu/financialaid/
- UMass Dartmouth Scholarship Information http://www.umassd.edu/financialaid/scholarships/welcome.cfm
- Sallie Mae (Private Loan Information) http://www.salliemae.com/
Last Updated On: 10/19/07
