New Supplier Process
-
Step1
A UMass employee completes the supplier request form on behalf of the new supplier
-
Step2
A UPST team member reviews the submitted form and approves it*
-
Step3
An invite email is sent to the supplier asking them to complete a series of registration questions**
-
Step4
The registration information is reviewed and approved by a UPST team member
-
Step5
The supplier is activated in the system and given a supplier ID number
*If rejected, please check the history tab of the request
**Foreign suppliers will not receive a traditional invite email, they will receive an email asking them to complete and submit additional documentation
The UMass Supplier Management Team is responsible for overseeing supplier registration, development, and risk management, ensuring alignment with UMass policies and regulatory compliance requirements.
The Supplier Request Form is used to request a new supplier, request a change on an existing supplier, or request a supplier proxy. Use this form to request support on all supplier types i.e., domestic individuals, foreign, entities, etc.
Before completing the form, ensure you have the following information on hand:
- Whether the supplier is foreign or domestic
- The supplier's email address
- The supplier's status as an existing UMass supplier
- The likelihood of using the supplier more than once
- Details about the department's intended purchase or payment to the supplier
Type of Suppliers
Foreign
For more information on nonresident alien tax withholding, checklists, and forms, please visit Treasury's Add or Update a Foreign Supplier page.
UMass Employees
Before starting the Supplier Request for an individual who could be a current or recently retired employee, it is recommended to fill out the Determination of Independent Contractor Status form and obtain feedback from your Campus Human Resources department.
Students
Before starting the Supplier Request process, utilize the Payments to Students Decision Tool to determine the best course of action for both UMass and non-UMass students.
Job Aids & Resources
New Domestic Entity
Demonstrates how to onboard a new domestic entity using the Supplier Request Form in BuyWays.
Foreign Entity & Individual
Demonstrates how to onboard a new foreign entity or individual using the Supplier Request Form in BuyWays.
Updating an Existing Supplier
Demonstrates how to update an existing supplier using the Supplier Request Form in BuyWays.
Supplier Request
Job Aid/Video | Purpose |
---|---|
Supplier Request & Registration Reference Guide | Provides quick information on requesting a supplier and what their registration process looks like. |
Supplier Request Dashboard - Video | Visually walks through all aspects of the supplier request dashboard. |
New Domestic Individual | Demonstrates how to onboard a new domestic individual using the Supplier Request Form in BuyWays. |
New Domestic Individual - Video | Visually demonstrates how to onboard a new domestic individual using the Supplier Request Form in BuyWays. |
New Domestic Entity - Video | Visually demonstrates how to onboard a new domestic entity using the Supplier Request Form in BuyWays. |
New Foreign Individual or Entity - Video | Visually demonstrates how to onboard a new foreign entity or individual using the Supplier Request Form in BuyWays. |
Supplier Request & Supplier Registration Status Guide | Shows the various statuses a requester sees when they submit a request and when the supplier is in the process of registering. |
Supplier Registration
Video | Purpose |
---|---|
Domestic Individual Supplier Registration | This video guides domestic individual suppliers through the registration process on the UMass Supplier Portal. From accepting the invitation email to certifying and submitting their information, the video covers the entire journey. |
Domestic Entity Supplier Registration | This video guides domestic entity suppliers through the registration process on the UMass Supplier Portal. From accepting the invitation email to certifying and submitting their information, the video covers the entire journey. |
Update UMass Supplier Profile | This video guides suppliers on how they can update their UMass Supplier profile in Jaggaer. |
Searching for a Supplier
Job Aid | Purpose |
---|---|
Search for a Supplier | Demonstrates how to search for a supplier by name and number in BuyWays. |