Log in and this form will be prefilled with your profile data (like email address and default department).

Please see Procedure Overview at the bottom of this form for instructions and next steps.

Required fields are shaded yellow and marked with a red asterisk.

Department and Budget
Please use your @uw.edu address. A confirmation will be sent.
If you'd like a confirmation emailed to a second address, enter the email here.
(Format: xxx-xxx-xxxxxx)
Transaction Information
Briefly summarize what the contract is for. Example: "Purchase and installation of practice organ in School of Music."
When will activity on the contract commence?
When will activity on the contract conclude?
$
What is the total of all payments anticipated on the contract?
You may also attach single source justification below.
You may also attach quotes below.
Attachments

Remember to click the "Upload" button after selecting the document.  Do not attach documents that contain sensitive data such as SSN.

Files must be less than 2 MB.
Allowed file types: txt rtf odf pdf doc docx xls xlsx.
Files must be less than 2 MB.
Allowed file types: txt rtf odf pdf doc docx xls xlsx.
Files must be less than 2 MB.
Allowed file types: txt rtf odf pdf doc docx xls xlsx.

Submission of this form serves as confirmation that pertinent approvals are on file in department.

Procedure Overview

  1. Intake form is completed by unit administrative staff.  Submitter receives confirmation email, including FMRT ("RT") ticket number.  All further correspondence regarding the request occurs through RT.
  2. Shared Services confirms that BPO is the most appropriate payment method.
  3. If a contract has not yet been finalized and signed by Procurement Services, CASSS forwards information to pcshelp and/or particular buyer.  It is the department's responsibility to work with Procurement Services to finalize the contract.  CASSS will not begin the BPO processing until a contract has been finalized and signed.
  4. Shared Services confirms that vendor is registered in Ariba.  If not, CASSS forwards registration links to vendor.  
  5. Once vendor is registered (UW, payment, and Ariba network registrations) and all information is on hand, Shared Services completes the BPO set-up.
  6. Vendor submits invoices through the BPO/Ariba.  For payment procedures, see "Receiving an Invoice."
Relevant Services: