Finance Monthly Closing Dates - FY2025, Month Fiscal Period ACTUALS Ledger Closing Date ADJUST Ledger Closing Date July, 2024 1 08/09/2024 08/16/2024 August 2 09/13/2024 09/20/2024 September 3 10/11/2024 10/25/2024 October 4 11/08/2024 11/15/2024 November 5 12/06/2024 12/13/2024 December 6 01/10/2025 01/24/2025 January, 2025 7 02/07/2025 02/14/2025 February 8 03/07/2025 03/14/2025 March 9 04/11/2025 04/25/2025 April 10 05/09/2025 05/16…, Rules for Determination of Close Dates:, There must be at least 5 business days after the month end to close the actual ledger. If there are less than 5 business days the ledger close will go out to the next Friday. The Friday for year-end close is the Friday of the split payroll week. Ledger closes are scheduled for Friday’s due to the length of time is takes for monthly reports to run after closing., Logic for ADJUST Ledger:, The ADJUST ledger will be used for the monthly/quarterly adjustments after the ACTUALS leger has closed. The ADJUST ledger will close 1 week after the ACTUALS ledger closes. For the quarter close, the ADJUST ledger will close 2 weeks after the ACTUALS ledger closes. For Fiscal Year End, it will close on the last workday of July., Logic for Period 998:, Period 998 is for annual adjustments. This period will open on April 1st and will close on August 30, 2025. After the period is closed, any additional adjustments will need to be requested thru the Associate Controller in the President’s Office., Additional Notes on Business Units:, Worcester Business Units:, UMWOR, WUMMF, WCCCP, WCPSP, WCS00, WCS01, WCS03 thru WCS11, EL600, EL610 and EL650. WCS02 is located in Amherst but belongs to WCCCP., Building Authority & Foundation Business Units:, UMBLD, EL900, UMFND business units will follow the same closing schedule outlined above. Activities will be booked at the President’s Office on a quarterly/annual basis. These business units are shared across campuses and are identified by campus using the department number. Below is the list of departments: AMH1000000 - Amherst BOS1000000 - Boston CEN1000000 – President’s Office DAR1000000 –…, UMass Global Business Units:, UMGLB, UMCBE and EL800 business units will follow the same closing schedule outlined above. Activities will be booked at the President’s Office on a quarterly/annual basis., ULARC – Umass Lowell Applied Research:, ULARC business unit will follow the same closing schedule outlined above. Activities will be booked by the Lowell campus on quarterly/annual basis.
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Reservation Process, The UMass President’s office can reserve desks and spaces at the Westborough Office using Robin Reservations. Use the interactive map to get an enhanced view of available work spaces, or manage bookings and existing reservations through the Robin mobile app or the Robin Outlook add‑on. Learn more . , Event and Meeting Space , The Westborough office offers a variety of spaces for special events, meetings, and trainings available to the UMPO. The Operations team serves as the central scheduling office and will help you select the best space, resources, and services for your event. We coordinate with: UITS Customer Support Café @ 50 Wash Facilities and Housekeeping To request event space and support, submit the 50…
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Updated May 14, 2026, I. High-Risk Destinations, TARMAC has set criteria for designating University Travel High-Risk Destinations. , High-Risk Destination, designations have applicability for all UMass campuses and the President’s Office. High-Risk Destinations are designated as those meeting the following countrywide ratings set by the respective source as denoted in Table 1 below. Please note: each source title is a link to the source; please click on the link for more detailed information. Table 1: High Risk Destinations Source Level Rating…, II. Elevated Cybersecurity Risk Destinations, Elevated Cybersecurity Risk Destinations are designated as those as those meeting the following ratings set by the respective source as denoted in Table 2 below. Please note: each source title is a link to the source; please click on the link for more detailed information. Table 2: Elevated Cybersecurity Risk Destinations Source Level Rating Applicability US Department of State 4 Countrywide…
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Doc. T92-031, Appendix A, as amended, Passed by the Board of Trustees June 3, 1992 Latest revision: December 15, 2021, I. Introduction, This Procurement Policy (Policy) governs the procurement of all Goods and Services by the University. In accordance with the provisions of Section 3 of Chapter 75 of the General Laws, as amended, all procurements by the University irrespective of the method of procurement or source of funds, shall be governed by this Policy subject to subsequent amendment, revision, or repeal, by the Board of…, II. The Standards, The President shall issue Administrative Standards for the Procurement Policy (Doc. T92-031) (Standards). The Senior Vice President for Administration & Finance and Treasurer shall recommend such Standards for the President’s action. Capitalized terms used herein, if not otherwise defined in this Policy, shall be defined as set forth in the Standards. The Senior Vice President for…, III. Policy Statement, A. Shared Services Procurement:, There shall be within the President’s Office a unified procurement organization, the Unified Procurement Services Team (UPST), which shall be responsible for, inter alia, the management of the procurement of Goods and Services and other related administrative functions as required by the Campuses and the University President’s Office. UPST will be led by a Chief Procurement Officer (CPO)., B. Competitive Procurement Practices:, The University shall procure all Goods and Services covered by this Policy at the best overall value to the University, consistent with the necessary specifications, quantities, quality, durability, availability, serviceability, and other factors affecting the use of the Good or Service by the University. In complying with this Policy, the cost of acquisition, as well as other factors (such as…, C. Delegations of Authority:, To the President, , with authority to re-delegate to the Senior Vice President for Administration & Finance and Treasurer, or any member of the President’s Office as the President may determine: Authority to require the campuses to utilize a system-wide or multi-campus procurement or existing contract for any purchase covered by this Policy. A Chancellor who believes such procurement would not be in the best…, To the President, , for President’s Office, multi-campus or system-wide procurements, and Campus-specific procurements with prior approval of the Campus, with authority to re-delegate to the Senior Vice President for Administration & Finance and Treasurer, and/or such other designees as the President shall determine: Authority to enter into and execute Purchase Agreements for Goods not otherwise delegated…, To the Chancellors, , for Campus procurements with authority to re-delegate to such University Personnel as the Chancellor may determine: Authority to enter into and execute Purchase Agreements for Goods not otherwise delegated pursuant to Article III (C)(3)(c-d). Authority to enter into and execute Purchase Agreements for Services not otherwise delegated pursuant to Article III (C)(3)(c-d). Authority to enter into…, To the General Counsel, , with authority to re-delegate to an attorney in the Office of the General Counsel as the General Counsel may determine, authority to enter into Legal Services agreements and agreements for any other services performed by external lawyers or law firms. Any retention or hiring of lawyers or law firms external to the University providing any legal or other advice or services to the University (and…, D. Legal Review:, The General Counsel, or an attorney in the Office of the General Counsel as the General Counsel may determine, shall review and determine legal acceptability of the following Purchase Agreements (including, but not limited to, multi-campus or system-wide procurements, entered into by the President’s Office or the Campuses) prior to execution as set forth in this Policy and the Standards. Review…
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(Doc. T92-031, Appendix A) (as of January 29, 2024)
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A. Applicability, These Standards set forth the processes and procedural rules that apply to all procurements governed by the University of Massachusetts Procurement Policy Doc. T92-031, as amended (“Policy”). All University employees, consultants, independent contractors, and agents responsible for procuring Goods and/or Services, expending funds for Goods and/or Services, or interacting with Contractors related…, B. Definitions, “Bank Card” shall mean the University authorized commercial credit card used as a payment method for those vendors that do not accept a Purchase Order, a mechanism for emergency purchases, and a payment method in lieu of employee Travel reimbursement. Bank Card use must comply with the UMass Bank Card Use Standard. “Campus” shall mean any of the individual campuses of the University of…
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