Accounting and Finance

UMN Contracting and Software Purchase Pre-Approval Processes

1. Contract request form - General information for any request.

2. Purchasing Goods and Services form (OGC 515 form is also used for software requests) - Fill this out to go along with any request to review an agreement the other party is proposing to use if they will not agree to our standard U of MN CPS terms and conditions.  Send the form and proposed contract to to Shawn O'Neill and he will work with the other party and the OGC to gain approval.
   NOTE: the OGC has clarified (December 2023) that ALL software purchased, regardless of source (such as through the UMN Kivuto store, UMN Bookstore, UMarket, and similar price lists) still requires approval before purchase. *NEW*

3. ESO's - please send Shawn O'Neill the draft ESO contract template filled in along with #1 above, or the other parties contract template if they refuse to use our standard template. he will work with External Sales and the other party to finalize an agreement.

4. Unfunded Research Agreements (UFRA) - submission information can be found here:  https://research.umn.edu/units/spa/unfunded-agreements/overview  This typically applies to: Confidentiality or nondisclosure agreements, Material transfer agreements (incoming materials), Data transfer and/or use agreements, Collaboration agreements, Memoranda of understanding.

• 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