{"id":213008,"date":"2026-01-30T09:38:19","date_gmt":"2026-01-30T14:38:19","guid":{"rendered":"https:\/\/www.montclair.edu\/procurement\/?p=213008"},"modified":"2026-01-30T09:38:19","modified_gmt":"2026-01-30T14:38:19","slug":"workday-strategic-sourcing-go-live-1-29-26-various-trainings","status":"publish","type":"post","link":"https:\/\/www.montclair.edu\/procurement\/2026\/01\/30\/workday-strategic-sourcing-go-live-1-29-26-various-trainings\/","title":{"rendered":"Workday Strategic Sourcing &#8211; Go-Live 1\/29\/26 &amp; Various Trainings"},"content":{"rendered":"<h3 id=\"m_-4846355175144164194gmail-h.lncz863xg8np_l\"><span style=\"text-decoration: underline\">Workday\u00a0<span class=\"il\">Strategic<\/span>\u00a0<span class=\"il\">Sourcing<\/span> Go-Live, 1\/29\/2026<\/span><\/h3>\n<p>Go-Live:\u00a0<span class=\"il\">Procurement<\/span>\u00a0Services is pleased to announce that\u00a0<strong>Workday\u00a0<span class=\"il\">Strategic<\/span>\u00a0<span class=\"il\">Sourcing<\/span>\u00a0(WSS)<\/strong> is live effective Thursday, January 29th, 2026. WSS provides a unified electronic platform for various <span class=\"il\">procurement<\/span>\u00a0processes, including contract management, bidding events, and related requests. This new Workday system offers the following key benefits and features:<\/p>\n<ul>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\">Establish a standardized electronic intake process for various requests, including\u00a0<span class=\"il\">procurement<\/span>\u00a0contract reviews, waiver processes, and\u00a0<span class=\"il\">sourcing<\/span>\u00a0events.<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\">Provide transparent workflows with visibility into the status of procurements and contracts. Once a project or contract is routed for approval via automated workflows, the requester can quickly see where the request is in the approval process and which approvals are pending.<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\">Provide a centralized repository of\u00a0<span class=\"il\">procurement<\/span>-related contract documents through role-based permissions for all new contracts, resulting in easier management.<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\">The ability to integrate contracts created within WSS with Workday core, streamlining the requisition process by ensuring the contract is tied to the payment and tracking spend against the contract.<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\">Other benefits include streamlined processes, reduced processing time, elimination of paper-based processes, a simplified user experience, and improved collaboration.<\/li>\n<\/ul>\n<p><strong>WSS Request Types<\/strong>:\u00a0WSS must be utilized moving forward for the following requests. All of the former paper-based forms have been removed from the\u00a0<span class=\"il\">Procurement<\/span>\u00a0Services website as they are no longer applicable:<\/p>\n<ul>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\"><span style=\"text-decoration: underline\"><span class=\"il\">Sourcing<\/span>\u00a0Event (Bid or RFP) Initiations<\/span>\u00a0for bidding processes managed by the\u00a0<span class=\"il\">Procurement<\/span>\u00a0Services\u00a0<span class=\"il\">Strategic<\/span>\u00a0<span class=\"il\">Sourcing<\/span>\u00a0Team (replaces the Bid\u00a0Initiations\u00a0Forms)<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\"><span style=\"text-decoration: underline\">Delegated Waiver of Advertising or BOT Resolution Requests<\/span>\u00a0(replaces the Waiver of Advertising Form); and<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\"><span style=\"text-decoration: underline\"><span class=\"il\">Procurement<\/span>\u00a0Contract Requests<\/span>\u00a0(replaces the CAS Form).<\/li>\n<\/ul>\n<p><strong>Job Aid<\/strong>:\u00a0The\u00a0<em><span style=\"text-decoration: underline\"><strong>WSS Stakeholder Job Aid<\/strong><\/span><\/em> posted on the<a href=\"https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/\"> Procurement Training Guides<\/a> page outlines how to access WSS, the various intake requests from start to finish, and should be used as a reference point. The Job Aid can also be accessed directly in WSS on the Business Purchases page.<\/p>\n<h3 id=\"m_-4846355175144164194gmail-h.blir0whljtxm_l\"><span style=\"text-decoration: underline\"><span class=\"il\">Procurement<\/span>\u00a0Trainings<\/span><\/h3>\n<p><span class=\"il\">Procurement<\/span>\u00a0Services has developed several new trainings that will be offered regularly. All of these trainings relate to WSS as intake processes occur within WSS:<\/p>\n<ul>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\"><strong>Workday\u00a0<span class=\"il\">Strategic<\/span>\u00a0<span class=\"il\">Sourcing<\/span>\u00a0(WSS)<\/strong> &#8211;\u00a0Provides an overview of the system layout, how to submit various requests (contract review,\u00a0<span class=\"il\">sourcing<\/span>\u00a0events \/ RFPs, or waivers of advertising and BOT requests), track approvals, and access all of their projects or contracts.<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\"><strong><span class=\"il\">Procurement<\/span>\u00a0Contract Process Overview<\/strong> &#8211;\u00a0Provides a detailed overview of the\u00a0<span class=\"il\">Procurement<\/span>\u00a0Contract review process, including when a\u00a0<span class=\"il\">procurement<\/span>\u00a0contract is required, what to review before submitting a request, and the workflow through contract execution.<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\"><strong>Bidding Process Overview<\/strong> &#8211;\u00a0Provides a detailed overview of the bidding processes from start to finish, including how to develop a Scope of Work that clearly defines all tasks, services, and deliverables a contractor must perform, which is essential to ensuring project goals are fulfilled.<\/li>\n<li class=\"m_-4846355175144164194gmail-TYR86d\" dir=\"ltr\"><strong>Delegated Waiver of Advertising Process Overview<\/strong> &#8211;\u00a0Provides a detailed overview of the delegated waiver of advertising process, including the requirements and a step-by-step breakdown of the process.<\/li>\n<\/ul>\n<p>You can register for these trainings\u00a0at\u00a0<a rel=\"noopener\" href=\"https:\/\/itdsevents.montclair.edu\/calendar\/finance-hr-budget?cid=15508&amp;t=g&amp;d=0000-00-00&amp;cal=15508&amp;ct=55480,69860&amp;inc=0\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/itdsevents.montclair.edu\/calendar\/finance-hr-budget?cid%3D15508%26t%3Dg%26d%3D0000-00-00%26cal%3D15508%26ct%3D55480,69860%26inc%3D0&amp;source=gmail&amp;ust=1769778118052000&amp;usg=AOvVaw0VeJmkAPlC5Q7e8ysE5R8h\">Finance\u2019s ITDS Training Portal<\/a>, as well as other trainings, including an overview of all\u00a0<span class=\"il\">Procurement<\/span>\u00a0Policies, a P-Card Training, a Supplier Create Overview, and a\u00a0<span class=\"il\">Procurement<\/span>\u00a0Lifecycle Training. We encourage you to register for training sessions to help ensure a smooth transition to using WSS and to learn more about the\u00a0<span class=\"il\">procurement<\/span>\u00a0processes. All training materials are located on our\u00a0<a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/&amp;source=gmail&amp;ust=1769778118052000&amp;usg=AOvVaw2rqesL2XnY2zKvp9qZay9u\"><span class=\"il\">Procurement<\/span>\u00a0Training Guides<\/a>\u00a0page.<\/p>\n<div id=\"m_-4846355175144164194gmail-h.y9oeyx447ac9\"><\/div>\n<h3 id=\"m_-4846355175144164194gmail-h.y9oeyx447ac9_l\"><span style=\"text-decoration: underline\">Non-<span class=\"il\">Procurement<\/span>\u00a0CAS Form<\/span><\/h3>\n<p>All\u00a0<span class=\"il\">procurement<\/span>-related contracts must be initiated within WSS. These requests were previously initiated through the CAS Form, which has historically been housed on our\u00a0<a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/forms\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/forms\/&amp;source=gmail&amp;ust=1769778118052000&amp;usg=AOvVaw1lNhgBdFvTrSR3FGK7v50g\">Forms &amp; Information<\/a>\u00a0page. To avoid disruption, we have revised the CAS Form to a\u00a0<em><span style=\"text-decoration: underline\"><strong>Non-<span class=\"il\">Procurement<\/span>\u00a0Contract Approval Sheet<\/strong><\/span><\/em> that do not involve a <span class=\"il\">procurement<\/span> or purchase aspect, such as academic program and affiliation agreements, grant and research agreements, or fee-for-service agreements. This remains posted on the\u00a0<a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/forms\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/forms\/&amp;source=gmail&amp;ust=1769778118052000&amp;usg=AOvVaw1lNhgBdFvTrSR3FGK7v50g\">Forms &amp; Information<\/a> page.<\/p>\n<h3><span style=\"text-decoration: underline\">Prior Announcement Reminders (Oct 2025 &amp; After)<\/span><\/h3>\n<h4>Creating an Effective Scope of Work<\/h4>\n<p dir=\"ltr\"><span class=\"il\">Procurement<\/span>\u00a0Services has developed a\u00a0<em><span style=\"text-decoration: underline\"><strong>Scope of Work\u00a0<span class=\"il\">Guide<\/span><\/strong><\/span><\/em> which is posted on the<a href=\"https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/\"> Procurement Training Guides<\/a> page, for public bids and other quote solicitations, which provides guidance on how to develop a Scope of Work (<span class=\"il\">SOW<\/span>) that clearly defines the all tasks, services, and deliverables a contractor must perform. This\u00a0<span class=\"il\">guide<\/span>\u00a0will help create a comprehensive and accurate\u00a0<span class=\"il\">SOW<\/span>, which is essential to ensuring operational needs are met, deliverables or project goals are fulfilled on time, and contractor performance can be effectively monitored and enforced.<\/p>\n<h4>Questionnaire for Requisitions Worklet Process Improvement<\/h4>\n<p dir=\"ltr\">Questionnaires are utilized within the requisition process to collect required contract information from requesters and must be completed to trigger the approval process.\u00a0The\u00a0questionnaire process has been modified to allow requesters to access the questionnaire within the requisition worklet (the same page where you create\/start the requisition process), in addition to continuing to process it through your inbox. Previously, requesters had to leave the requisition worklet and process the questionnaire through the inbox. The\u00a0<em><span style=\"text-decoration: underline\"><strong>Requisition Worklet Job Aid<\/strong><\/span><\/em>\u00a0and\u00a0<em><span style=\"text-decoration: underline\"><strong>Workday\u00a0<span class=\"il\">Procurement<\/span>\u00a0Life Cycle Job Aid<\/strong><\/span><\/em>\u00a0have been updated to reflect this change. This information\u00a0is listed on\u00a0our website&#8217;s\u00a0<a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/&amp;source=gmail&amp;ust=1769869412170000&amp;usg=AOvVaw3CD8H25jMXUfw-FwOFjIFI\"><span class=\"il\">Procurement<\/span>\u00a0Training Guides<\/a>\u00a0page.<\/p>\n<h4><span class=\"il\">Procurement<\/span>\u00a0Card (P-Card) Request Process Now Within Workday<\/h4>\n<p dir=\"ltr\">Requesting a P-Card has been automated within Workday through a defined workflow which provides visibility into the request process, effective today. Previously, P-Cards were requested through a manual form. The\u00a0<em><span style=\"text-decoration: underline\"><strong>P-Card Request Job Aid<\/strong><\/span><\/em>\u00a0has been created to provide guidance regarding this new process,\u00a0and\u00a0is listed on our website&#8217;s\u00a0<a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/p-card-program\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/p-card-program\/&amp;source=gmail&amp;ust=1769869412170000&amp;usg=AOvVaw30kvTWJjGCjY7DWoVcRgMb\">P-Card Program<\/a>\u00a0page.<\/p>\n<h4>&#8220;University Contracts (UNC#)&#8221; Requisition Type<\/h4>\n<p dir=\"ltr\">The &#8220;University Contracts (UNC#)&#8221; requisition type\u00a0must\u00a0be selected for all requisitions\u00a0with\u00a0a\u00a0<span class=\"il\">Procurement<\/span>\u00a0Services assigned contract number, regardless of dollar value\u00a0(except\u00a0in the case of\u00a0punch-out catalogs). &#8220;1 Quote&#8221; is often selected for smaller dollar value requisitions that are procured under a\u00a0University Contract in error.\u00a0Selecting the correct requisition type will lead to faster processing and help ensure that the University is receiving all goods or services in accordance with the terms and conditions of the contract being procured from.\u00a0The\u00a0<em><span style=\"text-decoration: underline\"><strong>Requisition Type Methodologies Guide<\/strong><\/span><\/em>\u00a0provides\u00a0additional guidance, and is listed on our websites\u00a0<a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/procurement-training-presentations\/&amp;source=gmail&amp;ust=1769869412170000&amp;usg=AOvVaw3CD8H25jMXUfw-FwOFjIFI\"><span class=\"il\">Procurement<\/span>\u00a0Training Guides<\/a>\u00a0page.<\/p>\n<h4>UNC # 1453 &#8211; Office Supply Program Sustainable Items Soft Swap<\/h4>\n<p dir=\"ltr\">The WB Mason Office Supplies punchout will now provide the requestor with the option to continue proceeding to checkout with the original item requested or to switch to a sustainable item offered through WB Mason. Requestors are not required to switch products but this was implemented to make requestors aware that a more sustainable product may be available for consideration. Please note that the price listed in the alternate item does not account for any reductions (or increases) in quantity and requestors should review carefully before proceeding. The\u00a0<em><span style=\"text-decoration: underline\"><strong>WB Mason Job Aid<\/strong><\/span>\u00a0<\/em>contains additional information about this soft swap and is listed on our\u00a0website&#8217;s\u00a0<a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/supplier-contracts\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/supplier-contracts\/&amp;source=gmail&amp;ust=1769869412170000&amp;usg=AOvVaw15piq02wcCI-PBE0IWNp--\">Active Suppliers Contracts<\/a>\u00a0page.<\/p>\n<h4>UNC\u00a0# 1629 &#8211; Hotel Services &#8211; Fairfield Executive Inn, Inc.<\/h4>\n<p dir=\"ltr\">The University has awarded a contract to Fairfield Executive Inn that includes fixed rates for hotel rooms through July 14, 2030. This is a notice to help ensure that departments are aware that this is an option for the University&#8217;s use. Please find the\u00a0<em><span style=\"text-decoration: underline\"><strong>Fairfield Executive Inn Job Aid<\/strong><\/span><\/em>\u00a0for this contract, which is listed on our website&#8217;s <a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/supplier-contracts\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/supplier-contracts\/&amp;source=gmail&amp;ust=1769869412170000&amp;usg=AOvVaw15piq02wcCI-PBE0IWNp--\">Active Suppliers Contracts<\/a>\u00a0page.<\/p>\n<h4>UNC # 1591 &#8211; Digital Printing &amp; Photocopying Punchout with KM Media Group LLC dba One Source Solutions<\/h4>\n<p dir=\"ltr\">In conjunction with University Communications and Marketing,\u00a0<span class=\"il\">Procurement<\/span>\u00a0Services has implemented a punchout catalog for digital printing services within Workday, effective today. This punchout contains various flyer and newsletter templates in which departmental users can customize its content through the supplier&#8217;s website. The\u00a0<em><span style=\"text-decoration: underline\"><strong>One Source Solutions Job Aid<\/strong><\/span><\/em>\u00a0provides detailed instructions on procuring from this punchout,\u00a0and\u00a0is listed on our website&#8217;s\u00a0<a rel=\"noopener\" href=\"https:\/\/www.montclair.edu\/procurement\/supplier-contracts\/\" target=\"_blank\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.montclair.edu\/procurement\/supplier-contracts\/&amp;source=gmail&amp;ust=1769869412170000&amp;usg=AOvVaw15piq02wcCI-PBE0IWNp--\">Active Suppliers Contracts<\/a>\u00a0page.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Workday\u00a0Strategic\u00a0Sourcing Go-Live, 1\/29\/2026 Go-Live:\u00a0Procurement\u00a0Services is pleased to announce that\u00a0Workday\u00a0Strategic\u00a0Sourcing\u00a0(WSS) is live effective Thursday, January 29th, 2026. WSS provides a unified electronic platform for various procurement\u00a0processes, including contract management, bidding events, and related requests. This new Workday system offers the following key benefits and features: Establish a standardized electronic intake process for various requests, including\u00a0procurement\u00a0contract reviews, [&hellip;]<\/p>\n","protected":false},"author":314,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[3],"tags":[],"class_list":["post-213008","post","type-post","status-publish","format-standard","hentry","category-93_procurement-news-and-events"],"_links":{"self":[{"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/posts\/213008","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/users\/314"}],"replies":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/comments?post=213008"}],"version-history":[{"count":5,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/posts\/213008\/revisions"}],"predecessor-version":[{"id":213013,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/posts\/213008\/revisions\/213013"}],"wp:attachment":[{"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/media?parent=213008"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/categories?post=213008"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.montclair.edu\/procurement\/wp-json\/wp\/v2\/tags?post=213008"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}