The University's Procurement Policy specifies the rules for all University procurement and contracting activities, with specific requirements detailed for the purchasing categories listed below.
The UPST Contracts Team centrally manages and stores all contracts within the BuyWays Contracts Module (Total Contracts Manager - TCM) as part of its goal to create a unified technology platform for managing procurement services across all campuses.
Explore the UMass contracting process with the High-Level Contract Workflow for a concise overview of the steps it takes to create a contract.
Construction
Purchases that involve building maintenance or labor and materials construction contracts require prevailing wage rates.
Contract for Services (CFS)
Any agreement that meets or exceeds $50,000 requires a Contract for Services (CFS).
Important Guidelines
Job Aids
Contract Request Form in BuyWays
Demonstrates the process of submitting a contract request form in BuyWays.
Amend an Existing Contract
Demonstrates the process of submitting a contract amendment form in BuyWays.
Forms & Templates
| Form/Template | Purpose |
|---|---|
| Contract Process Reference Guide | Outlines when a contract is needed, how you can request a new contract and amend an existing contract, and what documents you need. |
| Contract Process Glossary | Outlines common and uncommon terms related to contracts. |
| CFS Statement of Work Template | Template for creating a statement of work (SOW) for contract for services (CFS). |
| Contract for Services Template (CFS) | Template for creating a contract for services (CFS). |
| Master Service Agreement (MSA) Template | Template for creating a master service agreements (MSA). |
| MSA Statement of Work Template | Template for creating a statement of work (SOW) for master service agreement (MSA). |
| Principal Investigator (PI) DocuSign Form (UMB &UMass Chan) | Docusign form for creating a PI contract for UMass Boston and UMass Chan. |
| Contract Amendment Form - Language/SOW Changes | Template for submitting a language or statement of work (SOW) change to a contract. |
| No Bid Justification (NBJ) DocuSign form | Form used when filling a No Bid Justification (Primarily for Amherst & Boston requesters, but can also be used for select departments in other campuses whose requisitions do not originate in BuyWays.) |
Questionnaires
| Questionnaire | Purpose |
|---|---|
| Contract Request Questionnaire | List of questions asked during contract request process. |
| Contract Request Form - Risk Questionnaire (All Campuses except UMass Chan) | List of questions asked during contract risk questionnaire (does not include UMass Chan). |
| Contract Request Form - Risk Questionnaire (UMass Chan Only) | List of questions asked during contract risk questionnaire (UMass Chan only). |
| Contract Request Form - IT Risk Questionnaire (All Campuses except UMass Chan) | List of questions asked during IT risk questionnaire (does not include UMass Chan). |
| Determination of Independent Contractor Status Questions | List of questions used to determine Independent Contractor Status. |
