Ensuring optimal performance from your supplier is crucial to UMass. Whether you're in the initial stages of vendor selection or managing existing contracts, the Vendor Performance Management Guidelines helps streamline the process while maximizing outcomes for UMass.

Purpose

The Vendor Performance Management Guidelines serve as a roadmap for those tasked with overseeing supplier performance, outlining essential strategies and best practices for optimizing supplier relationships while minimizing risk exposure for the University. 

While UPST manages the overarching procurement process, with a focus on purchases exceeding $50,000, it's crucial for each individual or UMass entity seeking services or products to take ownership of managing supplier performance and fostering positive relationships for the goods and services they require.

Guidelines

The Vendor Performance Management Guidelines are organized into various sections, each tailored to your specific stage of engagement with the supplier. Navigate through the document to locate the step that aligns with your current position or upcoming action.

  1. Supplier Selection and Onboarding
    1. Find the right supplier
    2. Formalize expectations of the supplier with a contract (in partnership with UPST)
    3. Set up the supplier for purchase orders and payments
  2. Manage Supplier Performance Throughout the Contract Period
    1. Conduct performance reviews with the supplier
    2. Review invoices and ensure submission for payment
  3. Conclusion of Supplier Engagement
    1. Renew contract (if desired)
    2. Terminate contract
    3. Develop a transition plan 
    4. Communicate transition plan
    5. Coordinate or ensure the transition of data or materials

 

Additional Resources