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State Aid Forms

Required Forms and Documentation

  • Annual Report Information Survey (ARIS) - submit online (pending new grant round)
  • Financial Report - submit online (pending)
    • ARIS submission instructions & tips (pending new grant round)
    • Financial submission instructions & tips (pending new grant round)
  • Compliance Form
    • Email to uechi.ng@mass.gov no later than October 2, 2026
    • For all single entity libraries or library systems with branches
    • Information for Multiple Independent libraries and their compliance forms can be found below
  • Budget Documentation Memo and Example (PDF) (pending new grant round)
    • Email along with Compliance Form to uechi.ng@mass.gov no later than October 2, 2026

Multiple Independents Coordinating and Non-Coordiinating

For municipalities with more than one independent library (NOT BRANCHES)

  • Multiple Independent Compliance Form - due no later than October 2, 2026
    • The Multiple Independent Compliance Form should be submitted along with any relevent documentation to the Coordinating Libary as soon as possible but no later than October 2, 2026 in order for the Coordinating Library to compile the information to fill out the Compiled Compliance Form.
    • An additional copy of the the mulitple independent compliance form and any other relevant documentation may also be emailed no later than 10/2/26 to uechi.ng@mass.gov
  • Compiled Compliance Form - due no later than October 9, 2026
    • The compiled compliance form is filled out by the Coordinating Library designated to compile and submit the multiple independent compliance forms from all libraries within a municipality.
    • The coordinating library must submit the Compiled Compliance Form (emailed separately to the coordinating library) along with the completed and signed multiple independent compliance forms for each library in the multiple library system no later than October 9, 2026.
    • Budget documentation and any other forms (application for flexibility form, etc.) are also due.
    • Email all forms and documentation to uechi.ng@mass.gov no later than October 9, 2026.

Forms required for a waiver (if applicable) of the Municipal Appropriation Requirement (MAR)

Read the MAR Waiver Memo (PDF) and the MAR Waiver Policy for additional instructions.

    • MAR Waiver Petition (PDF) (pending new grant round)
      • Email to uechi.ng@mass.gov no later than October 2, 2026.
    • Disproportionate Cut MAR Waiver Worksheet (EXCEL) (pending new grant round)
    • Items 2-4 as listed on the waiver petition
      • Email to uechi.ng@mass.gov no later than November 6, 2026.
    • If you are applying for a waiver for a consecutive year in a row, additional information is required. Please fill out Form for Year 2 (PDF) , Form for Year 3 (PDF),  Form for Year 4 (PDF) or Form for Year 5 (PDF) (pending new grant round)
      • Email to uechi.ng@mass.gov no later than November 6, 2026.

Form required if using flexibility of the Materials Expenditure Requirement

If a library is open the number of hours required for a larger population group, then that library may spend the materials expenditure requirement figure for that larger population group as per 605 CMR 4.01 (5).

  • Annual Application for Flexibility (PDF) (pending new grant round)
    • If applicable, email along with the Compliance Form and Budget documentation to uechi.ng@mass.gov no later than October 2, 2026

Director Verification and Resignation

Must be submitted to verify compliance with library director staffing requirements in order to maintain library certification:

Hearing Request and Notification of Non-Participation

  • Hearing Request Form (PDF) (pending new grant round)
    To appeal a Board of Library Commissioners action, this form must be submitted within 7 business days
  • Notification of Non-Participation (PDF) (pending new grant round)
    To be submitted if a municipality and its library do not intend to apply for State Aid to Public Libraries