Common Auditing forms and templates
We have a list below of forms and templates, along with a description for each.
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Still have questions? Contact:
Auditing
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1 City Hall Square
Room M-4Boston, MA 02201-2001
Forms and descriptions
| FORM | Use | DETAILS |
|---|---|---|
| Cash Receipt Form |
Grant/Special Revenue Accounting Used by: City Departments |
The form is used in conjunction with the City of Boston Drawdown Request Form. It lets the Treasurer know into which account funds should be place once received from the Grantor. |
| City Council Order Draft Template |
Grant/Special Revenue Application & Review Grant/Special Revenue Establishment Grant/Special Revenue Administration Used by: City Departments |
The template is completed in draft form as part of the Grant/Special Revenue Application Packet. It's then 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. |
| City of Boston Drawdown Request Form with Instructions |
Grant/Special Revenue Administration Used by: City Departments |
This form is used for Federal drawdowns and facilitates the reimbursement of funds from a Federal agency. |
| Employee Activity Sheets |
Sub-Recipient Roles and Responsibilities Grant/Special Revenue Administration Used by: Sub-Recipients; City Departments |
These sheets document the work done by employees whose payroll expenses are covered by a Grant/Special Revenue. |
| Financial Reimbursement Workbook |
Sub-Recipient Roles and Responsibilities Used by: City Departments; Sub-Recipients |
The Workbook automatically summarizes data in the correct format for reimbursement purposes. It also allows for the collection of detailed data required for audit purposes. |
| Grant/Special Revenue Application Abstract |
Grant/Special Revenue Application & Review Used by: City Departments |
This part of the Grant/Special Revenue Application Packet is sent to the Auditing Department as part of the City's internal application review process. |
| Grant/Special Revenue Application Review Cover Sheet |
Grant/Special Revenue Application and Review Used by: City Departments |
This is part of the Grant/Special Revenue Application Packet that is sent to the Auditing Department as part of the City's internal Grant/Special Revenue application review process. |
| Grant/Special Revenue Report Submission Schedule |
Grant/Special Revenue Application and Review Used by: City Departments |
This is one of the required documents to establish a Project/Grant Budget. |
| Massachusetts Payment Voucher |
Grant/Special Revenue Accounting Used by: City Departments |
A payment voucher for state agencies. |
| OMB Form 269 |
Grant/Special Revenue Administration Used by: City Departments |
One of two forms submitted as a reporting requirement for Federal Grants. The Grantor will notify recipient if this form is required. |
| OMB Form 272 |
Grant/Special Revenue Accounting Used by: City Departments |
One of two forms submitted as a reporting requirement for Federal Grants. The Grantor will notify recipient if this form is required. |
| Project Grant Request Form |
Grant/Special Revenue Accounting Used by: City Departments |
Used in the process to establish, increase, or decrease Grant/Special Revenue budgets. |
| Request for City Council Order to Accept and Expend Template |
Grant/Special Revenue Application and Review Grant/Special Revenue Establishment Grant/Special Revenue Accounting Used by: City Departments |
This is completed in draft form as part of the Grant/Special Revenue Application Packet. It's 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. |
| Request for Transfer of Expenditure Form |
Grant/Special Revenue Accounting Used by: City Departments |
Used in the process to transfer expenditures between any combination of chartfield strings. |
| Transfer Rejection Notice |
Grant/Special Revenue Accounting Used by: Auditing/Grants Monitoring |
This notice is used to communicate problem with documents submitted by City Departments. |
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Still have questions? Contact:
Auditing
-
1 City Hall Square
Room M-4Boston, MA 02201-2001
