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Step-by-step guide

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.

Contract > Requests > Request Contract

Contract Request Name

• High level description of the agreement

Select a Contract Request Template

• Select the appropriate group of question that fit the agreement type. The answer to these questions will help the system route to the correct department for approvals and help the contract manager/OGC compile an accurate contract.
  • Purchasing Contract – 3^rd Party
    • For large amount purchases (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

• Instructions
  • Basic instruction that you should have before proceeding with the contract request
• Details
  • Summary of what you selected 30 seconds ago – in case you forgot (waste of a page)
• Attachments
  • Add any information here that will help your approvers, contract manager, or OGC with creating the contract. (i.e. specific terms, 3rs party contract, festival information)
  • Do not attach anything with sensitive information (bank account info, Tax ID or SSN)
• Questions
  • These are the groups of questions that are specific to the request template selected
  • Proceed through these questions answering to the best of your ability
• Review and Submit
  • Once everything is filled out, you can submit the contract request for approvals
• Discussion
  • Tool used to bring attn to something for an approver or Contract Manager (i.e. you know the contract needs to go to Jennifer Chrisohon)
• Contract Request Workflow
  • The workflow your request will go through before reaching a contract manager and if applicable OGC.

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