Resource UPST Process or Department Resource Type Brief Description of Training Resource
Fisher’s Quote-to-Cart Process Requisition & Purchase Orders Job Aid Demonstrates the process to receive an eQuote from Fisher Scientific.
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.
Foreign Supplier Recipient Select Plus (RSP) Portal Guide Accounts Payable, Supplier Registration & Management Job Aid A comprehensive guide showing foreign suppliers how to access and navigate the Recipient Select Plus (RSP) Portal.
Forwarding a Bank Card Application to Different Approver Bank Card Job Aid Outlines how to forward a bank card application approval from a cardholder's supervisor/manager to the appropriate budget authority.
Grant and Non-sponsored Request Form Requisition & Purchase Orders, Supplier Registration & Management Form Form for any request/inquiry regarding grant sponsors, UMPO grants management, and non-sponsored customers.
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 Requisition & Purchase Orders, 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.
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.
Non-Employee Travel Documentation Form (Amherst Only) Requisition & Purchase Orders, Travel & Expense Form Amherst Only - Form used to document non-employee travel expenses incurred on a UMass Bank Card.
Principal Investigator (PI) DocuSign Form (UMB &UMass Chan) Contracts Template Form for when a Principal Investigator (PI) is needed.