Resource UPST Process or Department Resource Type Brief Description of Training Resource
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.
Executive Recruitment Firm User Guide Strategic Sourcing Reference Guide Outlines each recruitment firm and their offerings as well as some frequently asked questions.
Foreign Sourced Supplier Form  Strategic Sourcing, Supplier Registration & Management Form Submit a request to add/update a foreign supplier where services provided for UMass are conducted abroad and not subject to U.S. tax withholding and reporting.
Information Technology Acquisition Policy Contracts, Strategic Sourcing Policy Outlines the process of the lease, purchase and implementation of IT-related hardware and software.
IT VAR Contract User Guide Strategic Sourcing Reference Guide Outlines each of the four suppliers in the IT VAR Program, their good and services offered, as well as some frequently asked questions.
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.
RFX Scope of Service Template Strategic Sourcing, Supplier Registration & Management Template Sample scope of services template for a RFX.
RFX Specifications Sheet Strategic Sourcing, Supplier Registration & Management Template Sample of an RFx Item Specification sheet.
Sourcing Director Guide Strategic Sourcing Video Details the steps RFx event suppliers will need to perform to respond to an event that they have been invited to.
Sourcing Director User Guide for Suppliers Strategic Sourcing, Supplier Registration & Management Reference Guide Details the steps RFx event suppliers will need to perform to respond to an event that they have been invited to.
Sourcing Request Form Strategic Sourcing Form Submit a sourcing request to the Strategic Sourcing team.
Sourcing Request Form Strategic Sourcing Job Aid Outlines the steps to complete the Sourcing Request form.