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)
  • University of Massachusetts General Purpose Financial Reports
• 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)
  • Travel Policies and Manual (PDF. January 2009)

Budgeting

no forms available at this time.

Accounts Payable

• Expense Payments to Employees: Helpful tips for Expense Report Preparers (PDF Document)
• Paying Expense Reimbursements in Your Pay Check (PDF Document)
• 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
• Travel Manual and Policies (PDF Document)

PeopleSoft

• PeopleSoft UMD Website (new window)
• Job Aid Page (new window)
• PeopleSoft Training (new window)

Office of the Bursar

• Tuition Management Systems (Payment Plan) http://www.afford.com/umassd
• 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: 4/23/09