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Blanket Agreement Request

Blanket Agreement Request

Overview

This form is used to request a blanket purchase agreement. This form is used with a supplier that UNI has an agreement with defined dates and dollar amounts. Please contact Procurement staff with questions on usage of the Blanket Agreement Request Service Hub form.

Blanket Agreement Request

  1. In Service Hub, go to the Business Operations portal and select "Blanket Agreement Request"

  2. What kind of agreement is this: Please choose whether this is a "New agreement" or a "Change to an existing agreement"

  3. Attachment: Include an attachment if creating a new agreement.

Note: The Attachment needs to contain a copy of the signed agreement (please note that agreements need to follow the UNI signature policy.)

  1. Supplier name: Please provide the supplier's name for this agreement.

  2. Contract Signed Date: Please provide the date the contract was fully signed.

  3. Contract Start & End Date: Provide the expected start and end dates of the agreement.

  4. Total Amount of the agreement: Provide the total agreement amount.

  5. Description: Provide a full description of the contracted service or good. This will be sent to the vendor and used as a description in Workday.

  6. Change Description (if Change to an existing agreement was selected): Please provide the reason and pricing breakdown (how much was added or deducted from agreement). Be as descriptive here so we can document changes for audit needs.

  7. Worktags:  

    1. Grant Purchase: Select "Grants" if you are using a Grant for the purchase.

      1. Choose the active grant from the dropdown.

  8. Click "Create".