City of Boston
 
 
Auditing Department
Commonly Used Forms & Templates
Below is a list links to commonly used forms and templates with a brief description.

Form Name Fill in? Related Area(s) General Use
Cash Receipt Form, MS Excel Yes Grant/Special Revenue Accounting Used in conjunction with the City of Boston Drawdown Request Form to indicate to the Treasurer into which account funds should be placed once received from Grantor
Use: City Departments
City Council Order Draft Template No Grant/Special Revenue Application & Review; Grant/Special Revenue Establishment; Grant/Special Revenue Accounting Completed in draft form as part of the Grant/Special Revenue Application Packet, it is updated and sent to City Council if the Grant/Special Revenue is awarded. An approved Order is necessary to expend Grant/Special Revenue funds and must be updated if the funding increases above the approved amount
Use: City Departments
City of Boston Drawdown Request Form with Instructions No Grant/Special Revenue Administration This form is used for all drawdowns, and facilitates the reimbursement of funds from the appropriate grantor agency.
Use: City Departments
Employee Activity Sheets No Sub-Recipient Roles & Responsibilities; Grant/Special Revenue Administration To document the work done by employees whose payroll expenses are covered by a Grant/Special Revenue
Use:Sub-Recipients; City Departments
Financial Reimbursement Workbook MS Excel Yes Sub-Recipient Roles & Responsibilities The Workbook automatically summarizes data in the correct format for reimbursement purposes and allows for the collection of detailed data required for audit purposes.
Use: City Departments; Sub-Recipients
Grant/Special Revenue Application Abstract No Grant/Special Revenue Application & Review Part of the Grant/Special Revenue Application Packet which is sent to the Auditing Department as part of the City's internal application review process
Use: City Departments
Grant/Special Revenue Application Review Cover Sheet No Grant/Special Revenue Application & Review Part of the Grant/Special Revenue Application Packet which is sent to the Auditing Department as part of the City's internal Grant/Special Revenue application review process
Use: City Departments
Grant/Special Revenue Report Submission Schedule No Grant/Special Revenue Accounting One of the required documents to establish a Project/Grant Budget
Use: City Departments
Massachusetts Payment Voucher No Grant/Special Revenue Administration State agency
Use: City Departments
OMB Form 269 Yes* Grant/Special Revenue Administration One of two forms submitted as a reporting requirement for Federal Grants. The Grantor will notify recipient if this form is required.
Use: City Departments
OMB Form 272 Yes* Grant/Special Revenue Administration One of two forms submitted as a reporting requirement for Federal Grants. The Grantor will notify recipient if this form is required.
Use: City Departments
Project/Grant Request Form MS Excel Yes Grant/Special Revenue Accounting Used in the process to establish, increase or decrease Grant/Special Revenue budgets
Use: City Departments
Request for City Council Order to Accept and Expend Template No Grant/Special Revenue Application & Review; Grant/Special Revenue Establishment; Grant/Special Revenue Accounting Completed in draft form as part of the Grant/Special Revenue Application Packet, it is updated and sent to City Council if the Grant/Special Revenue is awarded. An approved Order is necessary to expend Grant/Special Revenue funds and must be updated if the funding increases above the approved amount
Use: City Departments
Request For Transfer Of Expenditure (Debit Transfer) Form, MS Excel Yes Grant/Special Revenue Accounting Used in the process to transfer expenditures between any combination of chartfield strings
Use: City Departments
Transfer Rejection Notice No Grant/Special Revenue Accounting Used to communicate problem with documents submitted by City Departments
Use:Auditing/Grants Monitoring


* You may complete the form on-line and print it immediately, but you may not save it for future edits or printing.

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