Creating a Contract Request

A Contract Request is the required first step in the contract process. Before a contract can be reviewed, created, or executed, a Contract Request must be submitted in Contracts+ using the steps below.

Instructions

 1. Navigate to Uploaded imageContracts > Requests > Request Contract.

2. Complete these fields in the Create Contract Request window:

  • Contract Request Name - SDM-Vendor name-mm/dd/yyyy with today’s date.
  • Select a Contract Request Template

3. Click Submit. The contract request opens to the Instructions page. Please read.

4. Click on the Next button. The Details page displays. Update the name of the contract request, if needed. Click Save Progress or Next to proceed to the next screen.

5. Add or delete the Attachments you want to include in the contract request and click Next.

6. Complete the series of Questions and complete the fields as directed. (Questions with an * are required fields.) When finished, click Save Progress or Next to proceed.

7. The Review and Complete page should indicate all required field are complete.

8. Click the Complete Request button, then click Yes in the Confirmation window.

Uploaded image

Important When Filling out Contract Information

  • Manager of the contract will most often be the individual responsible for payment of invoices within the requesting department.
  • The signatory for first party is Jason Simmons Jason.Simmons@sdsmt.edu.
  • If it is a grant funded contract, the Vice President for Research will also need to sign. However, they will be added when the contract is approved.
  • Second Party is the individual or company we are creating this contract with.
  • Start date is the day the service will begin.
  • There should be an end date most of the time. “No expiration” is occasionally used but rare.
  • Index and account codes are required; commodity code is not.
  • Allow 5-7 business days, minimum, for contract to be signed.

ADDITIONAL INFORMATION

  • It is very important to put the correct information for the contact info and the contact info for the company’s authorized signer.
  • Make sure vendor is set up in banner, SDezBuy. If they are not set up, you will need to send them a PaymentWorks invite.
  • Miscellaneous and travel expenses should be included in the total.
  • For Grants, include approved CONREQ form as an attachment.  

 

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