UPST Process Glossary

The participants of a contract, designated as the first party (UMass) and second party (the Supplier) for the contract on UMass. 

Non-U.S. citizens are considered non-residents of the U.S. for U.S. tax purposes unless one meets either of these two conditions. You are a resident of the United States for tax purposes if you meet either the green card test or the substantial presence test for the calendar year (January 1–December 31).

An information system that shows users up-to-date information about their submissions and requests. Dashboards available in BuyWays include the Contract Requester Dashboard, the Contract Approver Dashboard, and the Supplier Requester Dashboard. 

A bank card used exclusively for purchasing gift cards. (Often used to compensate human subjects).

Another word for proxy. A delegate can act on behalf of someone else within the Concur travel and expense system. 

The University's Delegation of Authority details University personnel authorized to bind the University to contracted terms and conditions with external parties.
 

For Supplier Requests: A description of what you/UMass will be purchasing/paying the supplier (for services rendered or goods obtained).

A direct payment is created using the Direct Payment Form (DPF). It is a way to request payment for goods or services when the transaction does not warrant the issuance of an official PO. 

A supplier running a business under a different name than their legal name.

A business or organization legally established in the United States and being onboarded as a supplier under its business or organization name.

An individual or sole proprietor who is a U.S. citizen or considered a U.S. resident for federal tax purposes. This may include a current or recently graduated UMass student or a recently retired or terminated UMass employee.

When a charge is split over multiple transactions to avoid limits or procurement requirements.

System used for simple domestic point-to-point travel (online booking). 

A number assigned to employees so that refunds and/or human subject payments can be processed through PeopleSoft.

Allocating funds for a specific use. 

A business entity is any organization created and registered to conduct a business. Per the IRS, the most common ones are: Sole Proprietorship, Partnership, Limited Liability Company or LLC, Corporation, etc.

A report used by UMass employees for reimbursement of business-related expenses. Expense reports are filed in either Concur or PeopleSoft.

A business or organization legally established outside the United States and being onboarded as a supplier under its business or organization name.

An individual who is not a U.S. citizen or U.S. resident for federal tax purposes and is being onboarded as a supplier in their own name rather than as a business entity. This may include a current or recently graduated UMass student or a current, recently retired, or terminated UMass employee.

Occurs when all the supplier’s services are performed outside the U.S. The supplier will not be subject to IRS withholding and/or reporting. Supplier does not need a US Tax ID number (TIN).

A  physical address, an email, or a fax (optional) where supplier purchase orders can be sent.

A number assigned to an employee so that funds owed to a third party can be taken through payroll.

A secure online Non-Resident Alien (NRA) tax compliance system that foreign individuals use to provide their immigrant and tax data.

An award to the University that does not require the production of specific results or services, but which typically defines objectives (either as proposed by the University or defined by the sponsor) toward which the award proceeds are to be applied. The grant award may be restricted as to where, by whom, and for what purposes the proceeds may be used.

An entity that negotiates favorable contracts on behalf of its members. i.e., MHEC (Massachusetts Higher Education Consortium).