Can a proforma invoice be used to pay a supplier?
No. A proforma invoice is an estimate or quote. Although a proforma includes much, if not all, of the same...
Contract Review
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Contract Review Resources
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Does my independent contractor have to have our usual required insurance?
In general, yes, However, Insurance & Risk Management can perform a risk assessment and waive or alter standard requirements based... -
How can you tell if an agreement is a University contract?
If you arrange a contract or agreement while acting in the scope of your university employment, it is likely a... -
How do I administer/manage my contract?
The Contract Monitoring Checklist serves as a tool to assist the department during that process. Each contract is unique and... -
How do I disable pop-ups in the Contract Portal?
The first time that you authenticate in to the Contract Portal in any browser, you will have to disable the... -
How do I invite a supplier to PaymentWorks?
To invite a supplier to PaymentWorks or to determine the invitation status of a supplier, follow the instructions outlined in... -
How do I pay a contract once it has been signed?
The payment associated with a contract is processed no differently than any other payment. If a PO is required, it... -
How do I process a Facility Use Agreement?
There is a Facility Use Agreement template that you will need to download, complete, and route through the Contracts Portal... -
How do I search for a contract in the portal?
To search for a contract in the portal, watch the following video: -
How do I search for a supplier in the contracts portal?
To locate a Supplier ID in the Contract Portal, follow the instructions outlined in the Supplier Information Manual (for Campus). If... -
How do I submit a contract for review?
The following video tutorial includes step-by-step instructions on how to submit a contract for review: Read more: Procurement Contract Manual,... -
How to Amend a Contract (Video Tutorial)
To amend a contract, watch the following video tutorial (starts at 0:52) -
How to check on the Approval Status of a Submitted Contract (Video Tutorial)
To check on the status of a submitted contract, watch the following video tutorial (starts at 0:40) Read more: Procurement... -
I am trying to make a payment with a voucher and a contract number is required. Why?
Effective July 1, 2019, the option to provide a dummy contract control number for payments to individuals against certain account... -
I have a contract that needs to be reviewed in conjunction with a requisition. Which should be entered first?
Enter your requisition and make a note that you’ve uploaded your contract to the Procurement Contract Portal. -
I have a Supplier ID for my supplier, but it is not listed in the contract portal. Why?
If the Supplier ID was just issued, it will not appear in the contract portal until the next day. University... -
I have uploaded the wrong document to the Contract Portal. How do I correct?
You can replace a document as long as the contract is still in Draft mode. To replace the document, follow... -
Should I submit a contract if the service has already taken place?
In general, no. If the service has taken place, for a payment to be issued, the department will need to:... -
What are contract purchases?
Contract purchases are purchases made using established contracts for certain goods and services that have been previously bid on and,... -
What do the contract portal statuses mean?
Each contract has a status that provides a general idea of where the contract is in the review process. A... -
What happens if a University contract is signed without authority?
The contract is potentially void and the person who signed it could be held personally liable under the contract. Read... -
What information do I need before submitting a contract?
Instructions with all the information necessary for submitting a contract can be found in the Procurement Contract Manual, Chapter 2:... -
What is a Contract Control Number?
The Contract Control Number is generated after completing and submitting a Contract Review Form. -
What is a contract?
An agreement between two or more parties governed by a written document. There must be a common understanding among the... -
What is the Contract Amendment form?
The Contract Amendment Form is a recommended template created by Contract Review Services to facilitate departments with the submission of... -
What is the Independent Contractor Checklist, what is is for, and when do I need to submit it?
The University has developed the Independent Contractor Checklist to help departments determine if an individual providing services can be classified... -
What types of contracts are submitted via the contract portal?
Contracts that are reviewed and signed by Contract Review Services should be submitted through the Contract Portal. Contracts can take... -
When do I need a contract and when do I need a requisition? Which comes first?
In general, if your purchase requires a requisition, that will come first. However, if you are using a standard university... -
Where can I find standard University contract templates?
Standard University contract templates can be found in the Standard Contracts Library.