Forms
Bank Card Program
Contract Management
- CFS Scope of Services Template
- MSA Scope of Services Template
- Contract for Services (CFS) Template
- Contract Amendment Form - Scope Changes - all other amendments can be requested directly through BuyWays
- Principal Investigator (PI) DocuSign Form
Travel & Expense
No Bid Justification (NBJ) (formerly sole source): For UMB and UMass Amherst Campuses, can also be used for select departments in other campuses whose requisitions do not originate in BuyWays.
Job Aids
- Upload Bank Card Statement and Receipts Job Aid
- Upload Bank Card Statement and Receipts --- Video
- Bank Card Reallocation - Single Transaction Job Aid
- Bank Card Reallocation - Single Transaction --- Video
- Bank Card Reallocation - Split a Transaction Job Aid
- Bank Card Reallocation - Split a Transaction --- Video
- Bank Card Travel Expenses - Creating an Expense Report Job Aid
- Bank Card Travel Expenses - Creating an Expense Report - Copy from Travel Authorization (if applicable) Job Aid
- Bank Card Access Online Registration Job Aid
- U.S. Bank URL
- (Please use Organization Short Name: Umass1)
- Register Your Card and Create a User ID and Password for US Bank Access Online (Video)
- How to View Your Account Statement through US Bank Access Online (Video)
- How to Set Up Email or Text Alerts and Notifications in US Bank Access Online (Video)
- Bank Card Application Job Aid
Contract Requesters:
| Job Aid/Resource | Purpose |
|---|---|
| Request a Contract | Learn about the contract request process from beginning to end. |
| Contract Reference Guide | A quick reference guide outlining the contract process and procurement requirements. |
| Contract Request Questions | A list of basic questions pulled from the contract request form. This may be helpful for those who are not directly involved in the contract but are charged with creating and handling the request. |
| BuyWays Notifications | Access and edit your BuyWays notifications to ensure you are receiving all information related to your request and contract. |
| Contract Glossary | Review common terms related to contracts. |
Contract Approvers & Reviewers:
| Job Aid/Resource | Purpose |
|---|---|
| Request & Contract Approval | Outlines how to approve a request and a contract. |
| Contract Reviewer | Access a contract to review the risk questionnaire. - Internal Reviewers Only |
| BuyWays Notifications | Access and edit your BuyWays notifications to ensure you are receiving all information related to your request and contract. |
| BuyWays Email Approval Set-Up | Set up your email approval access in BuyWays. - Contract Approvers Only |
| BuyWays Email Approval | Approve contracts directly from your email. - Contract Approvers Only |
| BuyWays Mobile App Set-Up | Set up your mobile app approval access in BuyWays. - Contract Approvers Only |
| BuyWays Mobile Approval | Approve contracts directly from the mobile app. - Contract Approvers Only |
- Create a Catalog Order Job Aid
- Non-Catalog Purchase: Goods Only Purchases
- Non-Catalog Purchase: Services & Services+Goods Purchases
- Review and Approve a Requisition Job Aid
- Reviewing and Approving Invoice Match Exceptions Job Aid
- Creating a Quantity Receipt Job Aid
- Creating a Cost Receipt Job Aid
- Change Order/Request:
- Purchase Order Close Request Process
- Creating a Vehicle Lease Requisition
- Toshiba Copier Process
- Under $50k Scope of Services Template
- DocuSign NBJ Requirements and Process (General)
- DocuSign NBJ Requirements and Process (Amherst) (formerly sole source)
- Amherst NBJ Seminar Recording
- Sourcing Director User Guide for Stakeholders Job Aid --- Demo Video
- Sourcing Director User Guide for Suppliers Job Aid
- Attachment G - RFX Scope of Service Template (SAMPLE)
- Attachment G (Appendix 1) - RFX Item Specification (SAMPLE)
- BuyWyas Release 1.0: Guided Buying, Change Order, NBJ and Curated Homepage (VIDEO)
- Email Approval Set-up Job Aid
- Email Approval Process Job Aid
- BuyWays (Jaggaer) Mobile App Set-up Job Aid
- BuyWays (Jaggaer) Mobile App Approval Process Job Aid
- BuyWays (Jaggaer) Mobile App Approval Process (VIDEO)
- Purchase Order Terms & Conditions
- UMass BuyWays Re-routing emails to Outlook folder