Resource UPST Process or Department Resource Type Brief Description of Training Resource
How to Signup for Account Alerts Bank Card Job Aid Describes how to sign up for US Bank account alerts.
Information Technology Acquisition Policy Contracts, Strategic Sourcing Policy Outlines the process of the lease, purchase and implementation of IT-related hardware and software.
Invoice Processing Reference Guide Accounts Payable Reference Guide Provides various situations and information regarding invoice processing.
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.
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.
Management of University Funds Policy General, Requisition & Purchase Orders Policy Describes procedures to establish and administer all funds as authorized by Section 11 of Chapter 75 of the Massachusetts General Laws, as amended.
Manually Sending a Purchase Order Requisition & Purchase Orders Job Aid Instructions for manually sending a Purchase Order to a supplier.
Master Service Agreement (MSA) Template Contracts Template Template for creating a master service agreements (MSA).
MBCL Portal Access Job Aid (UMass Chan Medical School only) Requisition & Purchase Orders Job Aid Describes how UMass Chan users can access the MBCL portal.
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.
No-Bid Justification Questions Contracts, Requisition & Purchase Orders, Strategic Sourcing Template A list of questions used when completing a no-bid justification or an exception to competitive procurement.
Non-Catalog Purchase: Goods Only Purchases Requisition & Purchase Orders Job Aid Demonstrates the process of purchasing goods only through BuyWays.
Non-Catalog Purchase: Services & Services + Goods Purchases Requisition & Purchase Orders Job Aid Demonstrates the process of purchasing services (or services and goods) through BuyWays.
Principal Investigator (PI) DocuSign Form (UMB &UMass Chan) Contracts Template Form for when a Principal Investigator (PI) is needed.
Purchase Order Terms & Conditions Requisition & Purchase Orders Policy University terms and conditions for purchase orders.
Recipient Select Plus (RSP) FAQ Sheet Accounts Payable, Supplier Registration & Management Reference Guide Frequently asked questions related to the Recipient Select Plus (RSP) program.
Registering as a Domestic Entity Supplier with UMass Supplier Registration & Management 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.
Registering as a Domestic Individual Supplier with UMass Supplier Registration & Management 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.
Requesting a New Domestic Entity Supplier Supplier Registration & Management Job Aid Demonstrates how to onboard a new domestic entity using the Supplier Request Form in BuyWays.
Requesting a New Domestic Entity Supplier Supplier Registration & Management Video Demonstrates how to onboard a new domestic entity using the Supplier Request Form in BuyWays.
Requesting a New Domestic Individual Supplier Supplier Registration & Management Video Demonstrates how to onboard a new domestic individual using the Supplier Request Form in BuyWays.
Requesting a New Domestic Individual Supplier Supplier Registration & Management Job Aid Demonstrates how to onboard a new domestic individual using the Supplier Request Form in BuyWays.
Requesting a New Foreign Entity or Individual Supplier Supplier Registration & Management Video Demonstrates how to onboard a new foreign entity or individual using the Supplier Request Form in BuyWays.
Requesting a New Foreign Entity or Individual Supplier Supplier Registration & Management Job Aid Demonstrates how to onboard a new foreign entity or individual using the Supplier Request Form in BuyWays.