Accounting and Finance

UMN Contracting and Software Purchase Pre-Approval Processes *NEW*

• Contract and Software Flowchart - Guides you through the process for contracts or software purchases.

• Medical School Contract Process - General information for any request.

• Smartsheet Form - Use this to make the request if warranted by the above flowchart.

• Unfunded Research Agreements (UFRA) - submission information. This typically applies to: 

  • Confidentiality or nondisclosure agreements

  • Material transfer agreements (incoming materials)

  • Data transfer and/or use agreements

  •  Collaboration agreements

  • Memoranda of understanding.

Additional Resources:

• Contracts Folder

• Delegated Authority

  • Delegated authority gives an individual the ability to enter into a contract on behalf of the Regents of the University. Delegated authorities receive letters informing them of their signing authority. If someone signs a contract without delegated authority, they may be held personally liable.

  • Delegation of Authority Signer Guide

• Purchasing Professional Services: Supporting Documentation at a Glance

  • Exception to Bid: If an exception to bid will be requested and the amount is over $250,000, complete form 1721, gather department signatures, and route to the current delegated authority for the Dean's signature (delegated).

• Department Contract Contact Person

• Credit Applications - Should be sent to: Jerian Lind - jrlind@umn.edu

• Job Aid: Uploading ESO Contracts into EFS

• Current Delegated Authorities

  • Primary: Jerian Lind - jrlind@umn.edu

  • Backup: Tammy Price - price014@umn.edu

• BEA Attestation Form

• CRF: Check Request Form

• Request for Non-PO Payment 

• Employee Expense Worksheet UM 1612

• JE: Journal Entry Request Form

• Statement in Lieu of Receipt

• PSIS: Profesional Services Information Sheet

• SOW: Statement of Work

• Price Comparison for Purchases of Goods &...$10,000 - $49,999

• Exception to Regents Purchasing Policy (Request to Bypass Bidding)

• Gift Card Request Form

• Clinical Trial Invoice Request for SFR

• Deposit Request

• Manual Effort Statement for 9/12 Employees

• PeopleSoft Friendly Budget

• PeopleSoft Friendly Budget Primary with Child account/s

• UMF Transfer Disbursement Authorization Form