Forms & Resources | Administrative Operations & Compliance | UMass Dartmouth

Buyways
Forms	Resources
User Access Security Form	Account Code Crosswalk
Non-competitive Award Justification	Equipment Account Code Reference Guide
	IT Equipment Requisitioning Procedure.v3

ProCard & Travel Card
Forms	Resources
Old_Business Expense Form	‌CitiManager Account Access Job Aid
Procard Application	‌How to Query ProCard Information in PeopleSoft
Old_Missing Receipt Affidavit	Procard Reallocation Account Code List
Policy Exception Approval Form	Procard User Guide_v5
ProCard Activity Log_Revised 09/16/2016	Reallocate Transactions with Single Distribution
Procard Change Request Form	Reallocate Transactions with Split Distribution
User Access Security Form	View Posted Transactions

Gift Cards
Forms	Resources
Gift Card Request Form	‌Gift Card Guidelines
Gift Card Documentation Form	Gift Card Procedure for Excess Cards

Vendor/Supplier Forms
Forms	Resources
Vendor Request Form	ST-2
UMass W9	ST-5
W-8BEN	RI State Sales, Meals and Room Occupancy Tax
W-8BEN-E
W-8BEN-ECI
W-8BEN-EXP
Massachusetts 8233 Form

Contract for Services
Forms	Resources
‌University Contract for Services	‌
Scope of Services
Purchasing - Amendment to Amount Contract
Administrative Services - Purchasing - Amendment to Time Contract
Administrative Services - Purchasing - Amendment to Time & Amount

Performer Contracts
Forms	Resources
Performance Terms of Engagement	‌
Performance Terms and Conditions
Performer Contracts over 10K
SAIL Performance Terms of Engagment

Revenue Contracts
Forms	Resources
‌Campus Services License	‌

Other Forms & Resources
Forms	Resources
Labor and Construction Projects Checklist Under $150,000
Labor and Construction Projects Checklist Over $150,000

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