Gateway has opened functionality to include the submission of Contracts by offering the Contract Request Form. Generally speaking, Professional and Personal Services can be submitted on a Purchase Order without the need of a signed Contract. The Contracts Analyst assigned to your requisition will work with you and the vendor to determine the appropriate procurement method. Note: Gateway does have functionality for Revenue ($0.00) and Facility-Use Agreements. Contact us with any questions.
When your department is ready to request a contract, please note the following:
- Ensure your Supplier is in Gateway. If not, please fill out a Supplier Add Form. Note: You will no longer be required to obtain the W9 and insurance up-front
- Complete the Request for Services Form PDF
- Start a requisition in Gateway using the Contract Request Form, found on the homepage of Gateway, and attach your completed Request for Services Form to the requisition. If you are submitting a Facility Use Agreement or Supplier's Contract, please attach it to the Contract Request Form in the required field.
- Procurement will review your Contract request, and work with your Supplier to obtain all necessary insurance documentation, which may take time.
Tips for Success
- To ensure the quickest response, please complete all sections of the Request for Services form with as much detail as possible.
- Complete the scope of work and include key milestones, dates, and expectations
- Let us know if you are planning to submit an insurance waiver request to Risk Services
- Key Elements of the Insurance Section:
- Determine if services are exempt from insurance. A list of exempt activities can be found on the Risk Management website at: http://www.riskmanagement.ucsb.edu/Forms/rm/factsheets/FS_Exemptions.pdf
- If the activity is not exempt from insurance, it is critical that the prospective Supplier be able to provide insurance.
- If the vendor does not have insurance, the vendor may be eligible for insurance through the UC Vendor/Contractor Insurance Program.