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Common Auditing forms and templates

Common Auditing forms and templates

We have a list below of forms and templates, along with a description for each.

Still have questions? Contact:
Auditing
617-635-4660
1 City Hall Square
Room M-4
Boston, MA 02201-2001
United States

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.