Procurement & Campus Services

Helping you achieve the best value and benefits from your purchasing dollars

Materials

PURCHASE TYPE:  MATERIAL PURCHASES:  SUPPLIES, PARTS, UTILITIES, EQUIPMENT

Use this chart as a guide for Material purchases including: Supplies, Parts, Utilities & Equipment

Contract Purchases

Total Dollar Value of BuyWays Requisition Less than $10,000.00 $10,000 - $50,000 $50,000 +
Is Contract/Catalog Use Required? Yes, if available – Select Contract Name and Number in Final Review tab of the BuyWays requisition at the line level, if available, for non-catalog items. Unnecessary to add contract ID for a catalog item.
NOTE:  Purchase items through a BuyWays catalog if items are available.  BuyWays catalog items are contract items.
Are confirmed prices required from vendor? Catalog Purchase: No quote is necessary If using a BuyWays catalog
Non-Catalog Purchase: If you have a quote attach it to your BuyWays requisition as an external attachment.
Catalog Purchase: No quote is necessary If using a BuyWays catalog
Non-Catalog Purchase: YES – Attach 1 written quote to the requisition as an External attachment.same as $10,000 to $50,000
Is sole source justification form required? Contract Purchases Do Not Require Sole Source Documentation 
Are public bids through Procurement required? No Public Bid is Required Depending on the product and dollar amount Procurement may request additional quotes or require a formal bid be processed through Procurement.

Sole-Source, Non-Contract Purchases

Total Dollar Value of BuyWays Requisition Less than $10,000.00 $10,000 - $50,000 $50,000 +
Is Contract/Catalog Use Required? Prior to using Non-Contract vendors the department should review all available contracts before soliciting quotes from non-contract vendors.
Are confirmed prices required from vendor?  A quote is not required by Procurement however, if you have a quote you are encouraged to attach it to your BuyWays requisition as an external attachment.  Yes – Attach 1 written quote to the requisition as an External attachment.
Is sole source justification form required? No Sole Source Form is Required

Yes –Fill out the Sole Source form and Attach it to the BuyWays requisition as an Internal Attachment.        

Reference Quote Number on SSJ form 
Select Sole Source checkbox in Final Review tab of the requisition

Are public bids through Procurement required? Procurement will review the Sole Source Justification and make final decision as to whether purchase qualifies as a Sole Source.  If it does, a public bid or additional quotes are unnecessary. Depending on total cost Procurement may require additional justification.

 

Non-Contract Purchase Multiple-Source

Question Less than $10,000.00 $10,000 - $50,000 $50,000 +
Is Contract/Catalog Use Required? Prior to using Non-Contract vendors the department should review all availible contracts before soliciting quotes from non-contract vendors.
Are confirmed prices required from vendor? A quote is not required by Procurement however, if you have a quote it is encouraged to attach it to your BuyWays requisition as an external attachment.  Yes - get 3 written quotes & attach to BuyWays requisition. Awarded vendor = External Attachment; Other 2 are Internal Attachments)   Unless justified in writing, the quote selected must be the lowest of the 3, including any freight charges that apply. A Formal Bid Process is used
Is sole source justification form required? Non-Contract Purchases available from more than one source of supply do not require Sole Source Documentation
Are public bids through Procurement required? No Public Bid is required Purchases over $50,000 should be submitted to Procurement for bidding.  Enter a Requisition in the BuyWays Purchasing System & use the “Temporary Vendor Code.”  Attach written specifications to the requisition as an Internal attachment.

FAQ for All Purchases

Attachments

Documentation for requisitions should be attached to the requisition as an Internal or External attachment. Do not send attachments to Procurement through the campus mail unless prior authorization is given by a Procurement Analyst.

Blanket Orders

See Blanket Order Policy 

Catalog Purchases

Commodities that are available in a BuyWays Catalog must be requisitioned through the catalog.  Non-Catalog requisitions are inappropriate unless you have a special quote from the catalog vendor that cannot be processed through the catalog.

Change Orders

Once a requisition has become a purchase order, operators are unable to make changes to the purchase orders themselves. Complete a Change Request Requisition in the BuyWays Purchasing System if the purchase order requires a significant modification. To change the Budget a Change Request Requisition is Required, note that budget changes cannot be done to PO lines that have had invoicing activity. Additionally requests to increase Blanket Orders for Supplies will be screened on a case by case basis. See AP Voucher Match Exceptions Chart to decide whether or not to do a change request. 

Confirming Purchases

 Requisition Numbers may not be used to commit to vendors.  Only purchase orders that have been distributed to the vendor may be used to authorize a purchase.  Any purchase requisition that has the "Confirming/not sent to vendor" checkbox selected will result in a purchase order that will not be distributed to the vendor. If the vendor asks for a copy, you may print and transmit the order to them. Never select that checkbox for a catalog order.  It will not go to the vendor.

Contract ID’s

Select the Contract Name and Number at the line level in the Final Review tab of the BuyWays requisition, if available, for non-catalog items that are covered by a Campus, University, State, MHEC, or E&I contract.  If the contract ID is not set up in BuyWays, you may reference the Contract ID in an External line comment, or contact Procurement to request that it be added to BuyWays.

Contract Types University, Campus, State, MHEC , E&I– For Non-Catalog Requisitions, select Contract name and number in the BuyWays Requisition Final Review tab. Quotes shall reflect acknowledgement of the Contract Name and Number and reference the discount or markup, depending on how the contract award is structured.  This is an audit requirement.  Multiple requisitions to the same vendor may not be issued to avoid dollar limits.    
Employees

Purchases may not be made from University employees, or from any business owned by a University employee or relative, per MGL c268A.

Freight Lines

Do not request a Change Order asking to have a shipping line added to a purchase order.  Accounts Payable will pay shipping on the voucher header if there isn’t a freight line on the original purchase requisition.  
Furniture See Furniture Purchasing Guide and Policy 
Procard Procard should be used to purchase only those items that are not available through a BuyWays Catalog and allowable commodities on Procard.
Sole Source

Read the Sole Source Documentation form for an explanation of the requirements that must be met to qualify for sole source.

 

CONTACT

procurement [at] admin.umass.edu
413-545-0361 tel
413-545-1643 fax

Mail & Distribution
Print Services

To cancel or close a Purchase Order, email cancelpo [at] admin.umass.edu.

venture way building

Procurement & Campus Services
100 Venture Way, Suite 334
Hadley, MA 01035-9430