Resource UPST Process or Department Resource Type Brief Description of Training Resource
Amend an Existing Contract Contracts Job Aid Demonstrates the process of submitting a contract amendment form in BuyWays.
Approving a Request & Contract Contracts Job Aid Describes the process of reviewing and approving a contract request.
CFS Statement of Work Template Contracts Template Used when creating a statement of work on a CFS (Contract for Services) contract.
Contract Amendment Form - Language/SOW Changes Contracts Template Template for submitting a language or statement of work (SOW) change to a contract.
Contract for Services Template (CFS) Contracts Template Template for creating a Contract for Services contract.
Contract Process Glossary Contracts Job Aid Outlines common and uncommon terms related to contracts.
Contract Request Questions Contracts Template 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.
Contract Reviewer Contracts Job Aid Shows how to access a contract to review the risk questionnaire. - Internal Reviewers Only
Contracts Process Reference Guide Contracts 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.
Create a Contract Request Contracts Job Aid Demonstrates the process of submitting a contract request form in BuyWays.
Determination of Independent Contractor Status Questions Contracts Template List of questions to be used in order to determine if a supplier is an Independent Contractor.
DocuSign NBJ Requirements and Process (Amherst) Contracts, Strategic Sourcing Policy Describes the process and requirements of submitting a no-bid justification (NBJ) form (UMass Amherst only).
DocuSign NBJ Requirements and Process (General) Contracts, Strategic Sourcing Policy Describes the process and requirements of submitting a no-bid justification (NBJ) form (All campuses except UMass Amherst).
Exceptions to Competitive Procurement Guide Contracts, Requisition & Purchase Orders, Strategic Sourcing Reference Guide Outlines when a purchase agreement is not required.
High-Level Contract Workflow Contracts Job Aid A visual guide that provides a quick overview to help you understand the sequential flow and major milestones in the contracting process at UMass.
Information Technology Acquisition Policy Contracts, Strategic Sourcing Policy Outlines the process of the lease, purchase and implementation of IT-related hardware and software.
IT Risk Questionnaire (All Campuses except UMass Chan) Contracts Template A complete list of the IT risk questions found in the contract request form. This document applies to all campuses except UMass Chan.
Master Service Agreement (MSA) Template Contracts Template Template for creating a master service agreements (MSA).
MSA Statement of Work Template Contracts Template Used when creating a statement of work on a MSA (Master Service Agreement) contract
No-Bid Justification (NBJ) DocuSign Form Contracts, Requisition & Purchase Orders, Strategic Sourcing Form Form used when filling a No Bid Justification (NBJ) or an exception to competitive procurement.
Principal Investigator (PI) DocuSign Form (UMB &UMass Chan) Contracts Template Form for when a Principal Investigator (PI) is needed.
Risk Questionnaire (All Campuses except UMass Chan) Contracts Template A complete list of the risk questions found in the contract request form. This document applies to all campuses except UMass Chan.
Risk Questionnaire (UMass Chan Only) Contracts Template A complete list of risk questions found in the contract request form. This document only applies to UMass Chan.