Policies
Administration & Finance
Budget Office
- UMass Policy for Management of University Funds
- UMass Policy on Approval Process for Fees Related to Trust Funds
- UMass Policy on Trustee Reserve
- UMass Policy on Fraudulent Financial Activities
- UMass Policy on President’s Program Fund
Bursars Office
- Breakdown of tuition and fees per semester by student type
- Hope Scholarship
- Lifetime Learning Credit
- Refund Schedule
- Student Residency Status
Contracts & Compliance (Purchasing)
- Alterations to Plant (NN)
- Audit
- Consultant Services (HH)
- Dollar Limitations
- Employment Ads
- Honoraria(HH)
- Lease & License Agreements
- Maintenance Agreement (LL)
- Modification to service contracts
- Operational Services (JJ)
- Reimbursements
- Stipends (MM)
- What is a Purchase Order?
- Contract for Services (.pdf) (.doc)
Contracts under $10,000 should be exported to .pdf before being forwarded for signature. - Disbursement Voucher (.pdf)
- Equipment Transfer Form (.xls)
- Purchase Requisition Form (.pdf) (.doc)
- Property Pass (.doc)
- Labor and Material Contract (.pdf) (.doc)
- Justification for Sole Source and Sole/Acceptable Source/Brand (.pdf) (.doc)
- Sole Source Justification Form for Consultant/Professional Services and Operational Services (.pdf) (.doc)
- Surplus Form (.xls)
- Vendor Add/Update Information Form (.pdf)
- W-9 form (.pdf)
Controllers Office
- Policy for Management of University Funds
- Purchasing Policy
- Employee Travel Policy and Guidelines
- Business Expense Policy
- Consultant Services
- Policy on Approval Process for Fees Related to Trust Funds
- Investment Policy
- How to Look up a Vendor
- How to Look up Payments
- How to Access, View & Interpret Your Month End Reports
- How to Access Month-End-Reports Using the Report Distribution Tool
- How to Look Up Account Balances and Transactions
- Travel Policies and Guidelines
- Travel Reference Guide
- Travel Procedures
Environmental Health & Safety
- Basic Procedures for All Medical Emergencies (for pdf format click here)
- Chemical Storage
- Emergency Evacuation Procedure (for pdf format click here)
- Emergency Fire Response Procedures (for pdf format click here)
- Environmental Health and Safety (EHS) Manual
- Faculty and Instructor Life Safety Responsibilities
- Fighting Small Fires - Fight or Flight Decision
- First Aid Procedures (for pdf format click here)
- Handling and Care of Peroxide-Forming and Nitro Compounds
- Holiday Decorations
- Laboratory Waste Disposal
- Massachusetts Water Resource Authority
- Means of Egress: What is it? How can you help? (for pdf format click here)
- NFPA 704 Diamond Signage (for pdf format click here)
- Open Burning for Cooking Purposes
- Portable Fire Extinguishers
- UMB Integrated Chemical Hygeine and Environmental Management (CH/EM) Plan
- The UMB Spill Prevention Control and Countermeasure (SPCC) Plan
Human Resources
- Introduction
- University Policies
- General Employment Information
- Benefits
- Leave Programs
- University Services
- Faculty
- Disclaimer
- FY08-HRS-001-00 (07/1/2008) Employee Exit Policy
- 2007-1 (08/30/2006) Drug Free Workplace
- 2007-2 (09/13/2006) Offer Letters and Electronic Communications
- 2007-3 (12/06/2006) Calendar year End
- 2007-4 (11/06/2006)Veteran's Day Holiday
- 2007-5 (02/02/2007) Fraudulent Financial Activities
- 2007-6 (02/02/2007) Legal Holidays
- 2007-7 (02/23/2007) Principles of Employee Conduct
- 2007-8 (02/23/2007) Basic Work Schedules, Exempt Unit-Professional Staff
- 2007-9 (02/23/2007) Compensatory Time, Exempt Professional Staff
- 2007-11 (05/08/2007) Time and labor Detail Report
- 2007-10 (05/10/2007) Social Security Number Verification
- FY2006-1: (9/27/2005) Decrease in Basic Life and Health Insurance Premiums
- FY2006-2: (10/4/2005) Legal Holidays
- FY2006-3: (10/12/2005) DCAP/HCSA Open Enrollment
- FY2006-4: (11/3/2005) Implementation Guidelines for Settlement Agreement
- FY2006-5: (11/4/2005) Domestic Animals
- FY2006-6: (11/4/2005) "School Preview Time" for Boston Public Schools
- FY2006-7: (11/29/2005) Faculty Sick Leave Bank - Auto Enrollment
- FY2006-8: (12/02/2005) 403b/457 Plan Changes
- FY2006-9: (12/08/2005) Calendar Year End
- FY2006-10: (12/09/2005) LifeWorks Employee Assistance Program
- FY2006-11: (12/29/2005)Tuition Waiver Deadline
- FY2006-12: (1/17/2006)Tax Reporting
- FY2006-13:(2/6/2006) Fraudulent Financial Activities
- FY2006-14:(2/13/2006) Employee Conduct
- FY2006-15:(2/21/2006) State Ethics Law
- FY2006-16:(6/6/2006) Bunker Hill Day Holiday
- FY2006-17:(6/26/2006) Professional Staff Performance Management Program
- FY2005-1: (1/28/2005) Tardiness due to Inclement Weather
- FY2005-2: (1/31/2005) 2004 Tax Reporting
- FY2005-3:(2/3/2005) New Limits on Tax Deferred Annuity
- FY2005-4: (2/9/2005) Alternate Payroll Checks
- FY2005-5:(3/29/2005) Employee Conduct
- FY2005-6:(2/2005) State Ethics
- FY2005-7: (4/15/2005) Buy Back Services
- FY2005-8:(4/22/2005) Sexual Harassment
- FY2005-9: (4/29/2005) Fraudulent Financial Activities
- FY2005-10: (5/6/2005) Time Reporting
- FY2005-11: (5/13/2005) Smoke Free Work place
- FY2005-12: (6/3/2005) New Fraud Prevention and Detection Fee for H-1B Visas
- FY2005-13 (6/10/2005) Bunker Hill Day Paycheck Distribution
- FY2005-14:(6/30/2005) New Salary Range Schedule for S.E.I.U. Local 888 Professional Staff