Sourcing Request Form

Unified Procurement Services Team

Sourcing Request Form

For guidance completing this form, please reference UPST's
Sourcing Request Form Job Aid

Requester information

First name (required)

Last name (required)

Email (required)

(lower case characters only)
only use your University of Massachusetts email address

Is this a system-wide sourcing request? (required)

Select all campuses participating in this sourcing request (required)

press and hold the Ctrl key (PC) or ⌘ key (Mac) to select more than one item in the list

Any reason not to make this a system-wide request (required)

Can this sourcing request be awarded to multiple suppliers? (required)

(This helps to ensure diverse businesses have an equitable opportunity to compete for portions of spend and/or subcontracts.)

Please elaborate or share your rationale (required)

(for why this sourcing event can be awarded to multiple suppliers)

Priority

(Urgent - 'something is about to break' Normal- 'business as usual' Low - 'needed as part of longer term planning')

Sourcing request

Type (required)

Category (required)

other category (required)

(please describe)

Evaluation Criteria

UPST uses a weighted bid matrix to evaluate bid responses. We have a set of recommended criteria weightings for you to consider when determining the importance of various bid evaluation criteria that will be used to determine the best value for the campus/system.

Please review the criteria and recommended weightings below and provide feedback on both the criteria and weighting that should be used during the evaluation phase of this request.

Price/Cost weighting percentage (required)

standard value is 60

Experience weighting percentage (required)

standard value is 20

Prior Performance/References weighting percentage (required)

standard value is 10

Supplier Diversity weighting percentage (required)

standard value is 10

Do you have an additional criteria you intend to evaluate by? (optional)

Yes, we have another criteria we intend to evaluate

Please describe "Other" criteria (required)

"Other" criteria weighting percentage (required)

A Supplier Diversity weighting of at least 10% helps us consider more diverse-owned businesses and partners who uphold DEIA values similar to those of our university. Please provide a rationale to help us understand why Supplier Diversity should have a weighting of less than 10% on this sourcing request. (required)

The total below must equal 100, if not you will not be able to submit and will need to adjust your percentage values above

Total of your weighting percentages:

Short description (required)

Position title (required)

Detail of Service/Product Request (required)

(provide all details you believe are required to understand and resolve your request)

Commodity code(s) (required)

(select all that apply)
press and hold the Ctrl key (PC) or ⌘ key (Mac) to select more than one item in the list

Position description (required)

(provide all details you believe are required to understand and resolve your request)

Request Rationale/Justification (required)

Estimated resolution date (required)

(estimated date by which we need the goods or services to be delivered)

Do you have a potential supplier or potential suppliers? (required)

YesNo

Potential supplier [use link in the lower right to add additional supplier(s)]

Supplier name (required)

Is this a diverse supplier? (required)

Diverse supplierNon-diverse supplierUnsure(Not sure what to choose? Try reaserching at Mass.gov's Directory of Certified Businesses)

Annual budgeted amount (required)

(enter 0 if this is not budgeted)

Anticipated salary (required)

(enter 0 if this is not budgeted)

Primary speed-type (required)

Are you aware of any professional organizations, including diversity organizations, where you feel this bid should be posted or shared? As much as possible, please help the UPST reach a variety of potential suppliers with this sourcing event so that we can create a fair and competitive process that delivers the best overall value to you. Find out more about UMass's Supplier Diversity Program, the certifications we track, partners we work with, and more. (optional)

Please attach appropriate documents below

We want to provide excellent service to you and your department.

To do that, we need detailed information from you, including required deliverables and timelines, plus clearly articulated specifications. For most requests, completing the form is not enough.

For this type of request, please attach the job description if available

Do you have files or images to upload?(required)

YesNo

This form allows from 1 to 4 attachments.

You will receive a confirmation email once your request has been submitted.

Additional attachments can be provided any time by replying to the confirmation email and attaching documents to your email.

File upload 1

File 1

Document type

Other (required)

(please describe)

File upload 2 (optional)

File 2

Document type

Other (required)

(please describe)

File upload 3 (optional)

File 3

Document type

Other (required)

(please describe)

File upload 4 (optional)

File 4

Document type

Other (required)

(please describe)

Sourcing Request Form

Unified Procurement Services Team

Sourcing Request FormFor guidance completing this form, please reference UPST'sSourcing Request Form Job Aid

UPST uses a weighted bid matrix to evaluate bid responses. We have a set of recommended criteria weightings for you to consider when determining the importance of various bid evaluation criteria that will be used to determine the best value for the campus/system.

Please review the criteria and recommended weightings below and provide feedback on both the criteria and weighting that should be used during the evaluation phase of this request.

The total below must equal 100, if not you will not be able to submit and will need to adjust your percentage values above

For this type of request, please attach the job description if available

Sourcing Request Form

For guidance completing this form, please reference UPST's
Sourcing Request Form Job Aid