The UFR eFile system allows human and social service contractors to file their annual financial statements via the Internet. It also provides these statements to the general public at no charge. Subscribers may access these financial information in a variety of additional ways for a nominal fee such as;
- Publishes annual federal reports
- Maintains database for reporting the submission of the UFRs
- Assists users in applying the Division’s policies and procedures, regulations and reporting requirements.
- Conducts UFR prescreening and desk reviews
- Provides notifications to contractors, CPAs and purchasing departments of contractor’s failure to file the UFRs or to meet the minimum filing requirements
- Parses UFR excel template into the UFR database
- Issues monthly reports to EOHHS on Corrective Action Plans(CAPs)
- Provides technical support to contractors, independent auditors and state agencies
Compliance, Reporting and Auditing for Human and Social Services
Click on the links below to obtain resource materials associated with the filing of the UFR. Please note that documents containing signatures must be scanned into a document imaging format prior to upload to the UFR eFile system.
As you upload UFR materials, please note that the system will timeout in 20 minutes if no activity has occurred. Therefore, we suggest you have all the documents prepared and ready to upload prior to starting the submission.
Reminder: Please assure contact information is correct and remains current. OSD uses this information to contact you for UFR purposes and to inform you about your eligibility to make purchases using Statewide Contracts.
Request Forms
All requests must be submitted using OSD's UFR eFiling System. All requests must be submitted 30 days prior to the UFR due date for Extension Requests, MAB Allocation Requests, and Waiver Requests Form.
Manuals and Regulations:
- UFR Audit and Preparation Manual for FY2025
- UFR Auditor's Compliance Supplements for 2025
- 808 CMR 1.00, Compliance, Reporting and Auditing for Human and Social Services
- 801 CMR 21.00, Procurement of Commodities and Services, including Human and Social Services
- FY 2026 UFR Audit and Preparation Manual for FY 2026
Templates:
Please note the Fiscal Year 2025 Excel template may only be used for Fiscal Year 2025.
- FY2025 Excel UFR Template - Up to 40 Programs
- FY2025 Excel UFR Template - Up to 120 Programs (more than 40 programs)
- Supplier Diversity Program (SDP) Form for Purchase of Services (POS)
- Corrective Action Plan (CAP) Template
- The Fiscal Year 2026 template may be downloaded from the UFR eFiling System.
- The 2026 Corrective Action Plan (CAP) template is located within the UFR eFiling System.
User Guides:
- Internal Revenue Service - for help with the Attorney General's PC Form/IRS 990
- Office for Management and Budget - for guidance on the Uniform Guidance, 2 CFR Part 200, Subpart F