External Sales Contract Review Process by alicejenny

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									           External Sales Contract Review Process
                                                Tuesday, August 17, 2010
                                                         External Sales are governed by the University policy:
         Contract
                                                      Selling Goods and Services to University Departments
       received by
          OES                                   (policy.umn.edu/Policies/Finance/Accounting/INTERNALSALES.html)

                                     Guidelines for the contract approval process are found in the administrative procedure
                                                     Establishing External Sales Agreements (Contracts)
                                       (policy.umn.edu/Policies/Financial/Accounting/INTERNALSALES_PROC04.html)

                                           Guide department through the
 Does department have                       initial IESAF process. Once
                               NO
  an existing IESAF ?                        IESAF is approved, resume
                                                     contract review.




           YES



                                                 Can scope of work                                    Can IESAF be
                              NO                be modified to match            NO                amended to include new
 Does scope of work on                           approved activity ?                                    activity?
contract match approved
        activity ?                                                                                                                   NO

                                                                          Amend existing
                                                                                                      YES
                                                                             IESAF

           YES                            YES



       Is contract
                                           Forward contract                Can OGC negotiate the                                Contract NOT
   a standard U of M          NO                                                                                  NO
                                          to OGC for review               terms with the customer ?                              approved.
      agreement ?



                                                                                     YES
           YES
                                                                              OGC negotiates
                                                                              terms of contract
                                                                              and notifies OES
                                                                              when their review
                                                                                 is complete.
    Does the contract
                                            Can unit adjust rate to
rate (price) align with the
                              NO          comply with policy or obtain                                             NO
 department’s approved
                                           Dean’s approval for policy
          rate ?
                                                 exception ?




           YES                      YES
                                                                                            OES Approves agreement to be
                                                                                           signed on behalf of the University
                                                                                                   and notifies Unit
                                                        NO
        Do other                                                              YES
     SMEs need to
     provide input ?




                                  Forward to                                Have SME                                    OES works with
                 YES           appropriate SMEs                           concerns been                 NO              unit to address
                                   for input                               addressed ?                                    concerns.

								
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