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User's role has to be Requestor |
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The purpose of a contract request is to gather information about the agreement between parties and route that information through the university for approvals. It is not a contract but a request for a contract to be made.
Step-by-Step Guide
- Select Contract > Requests > Request Contract
- Enter a Contract Request Name
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- ; this is a High level description of the agreement.
Select a Contract Request Template
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Selecting the appropriate
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template will help the system route to the correct department for approvals and help the contract manager/OGC compile an accurate contract. The Request templates are:
- Purchasing Contract – 3rd Party
- For large
- Purchasing Contract – 3rd Party
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- purchases (
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- Amount over $5000)
- For third party contracts (contracts given to us by the vendor)
- For purchases that do not fit the other templates
- Campus Dining Contract
- For Campus Dining Use Only
- Request for Independent Personal Services/Guest Speaker/ Lecturer/Performer
- Most commonly selected contract for a service
- Has the most questions
- Student Affairs Entertainment Contract
- For Student Affairs Use Only
- Once a template has been selected, click submit to go to the TCM Wizard
TCM Wizard Steps
The wizard will walk you through providing all the information needed for the contract request. Read all the instructions and select "Next" to proceed on each screen.
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Next Steps
After the request has been submitted, the next steps are Approval, Contract Creation, OGC Review (if needed), electronic signature then submission of a request for payment, see Contract Process for more information.
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Once a contract status is Executed: In Effect and the work outlined in the contract has started or has been delivered, payment can begin against the contract. A Request for Direct Payment Form needs to be submitted. |
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