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.
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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.
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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.
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