Resource UPST Process or Department Resource Type Brief Description of Training Resource
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.
How to View Card Limit Bank Card Job Aid Demonstrates how to check your bank card spending limit.
How to View Your US Bank Statement Bank Card Job Aid Describes how to view bank e-statements through the US Bank Access Online System.
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.
Missing Receipt Form Travel & Expense Form DocuSign form to be used and uploaded with your bank card statement if you are missing a receipt.
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.
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.
Non-Employee Travel Documentation Form (Amherst Only) Travel & Expense Form Amherst Only - Form used to document non-employee travel expenses incurred on a UMass Bank Card.
Ordering Stationery from the SupplyLogic (SLWM) Catalog Requisition & Purchase Orders Video Video guide for how to purchase stationery from SupplyLogic.
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.
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.
Registering Your Travel in Terra Dotta Travel & Expense Job Aid Demonstrates how to register your travel in Terra Dotta.
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.