Disclaimer: This list is intended as a general guide to help identify the correct processing office to start with. This list is ordered alphabetically by University office, and the words "Contract" and "Agreement" can be used interchangeably.

Enter search terms to filter the table.
Type of Contract Description/Purpose/Applicable Instructions University Office to Process

Hangar Use and Lease Agreements for University Park Airport


Auxiliary and Business Services (in consultation with University Real Estate Services)
Easements and Right of Way Agreements for Utilities
Energy & Engineering Services (in consultation with University Real Estate Services)

Charitable Contributions to the University


Including, but not limited to:

  • Gift agreements and pledges
  • Incoming scholarships
  • Software or other property donations
Gift Planning

Speaker, Entertainer and Other Performer Agreements


Agreements to engage musicians, DJs, dancers, entertainers, bands, comedians, hypnotists, rides/inflatables, fireworks and other entertainment

Instructions for using Penn State Entertainment Template Agreements

Courseware


For guideance on software that is considered Courseware and to submit a request, visit https://courseware.psu.edu

Office of Central Procurement

Software and Software-as-a-Service (SaaS) Agreements

Software Request Form


Including, but not limited to:

  • End User License Agreement (EULA)
  • Digital Apps -Online Platforms
  • Website Services
  • Electronic Click-thru

 

Complete the Software Request Form.  Upon completion of the form, you will be provided instructions on how to finalize our request such which email address to submit the request to.

Excludes Courseware-see separate entry for Courseware.

Office of Central Procurement

Consulting Agreements


See definition in Policy BS 17

Office of Central Procurement

Business Associate Agreements


Covering HIPAA compliance and protection of personal health information provided to Penn State by a covered entity; entitled "Business Associate Agreement"

Office of Central Procurement

Non-Disclosure/Confidentiality Agreements related to Goods and Services


Terms governing one party's use of another party's confidential or proprietary information.

Office of Central Procurement

All Contracts for Purchases Paid by Purchase Order


Verify the authorized payment method using the Procurement Search Tool.  Contracts paid via Purchase Order should be submitted within the Shopping Cart in SIMBA (no Contract Cover Sheet needed).

Office of Central Procurement

All Contracts for Purchases Paid by PCard When a Hard Signature is Required


Verify the autothorized payment method using the Procurement Search Tool. Submit contract to [email protected] with completed Contract Cover Sheet

Office of Central Procurement

Search Firm Agreements


Agreements to engage companies to identify and recruit candidates for key University positions. Submit via SIMBA Shopping Cart (must be paid via Purchase Order).

Office of Central Procurement

International Tour Provider Agreements


Agreements providing a combination of travel related services (e.g., ground transportation, airfare, lodging, tour guides, and/or itinerary planning etc.) related to a University-sponsored International group trip. Submit contract to [email protected] with compelted Contract Cover Sheet and preferred Payment Method is Non-PO Invoice.

Office of Central Procurement

All Contracts for Purchases Paid via Non-PO Invoice


Verify the authorized payment method using the Procurement Search Tool. Submit contract to [email protected] with compelted Contract Cover Sheet.

Office of Central Procurement

Electronic Click-Through Agreements (other than for software/SaaS)


Per Financial Guideline FNG02(E), any agreements accepted electronically by clicking "I accept" or otherwise; does not include digital e-signatures. Verify the authorized payment method using the Procurement Search Tool. Submit contract to [email protected] with compelted Contract Cover Sheet.

Office of Central Procurement

Affiliation Agreements


Non-financial agreements facilitating relationships with community service organizations for student internships (e.g., student-teaching, clinicals/practicums, and technical preparatory programs). Submit via email at [email protected].

Office of General Counsel-submit to Jennifer Jacobs, Associate General Counsel, [email protected]

Construction Agreements


Office of Physical Plant

Research-related Subawards and Subcontracts


Office of Sponsored Programs

Research-related Membership Agreements


For joining a consortium or center formed to support a field of study.

Office of Sponsored Programs

Research-related Field Trial Grants


For conducting field tests of agricultural products (primarily used by the College of Agricultural Sciences).

Office of Sponsored Programs

Research-related Clinical Trial Agreements


Terms governing clinical trials (primarily for drugs and medical devices).

Office of Sponsored Programs
Research-related Intergovernmental Personnel Act Agreements
Contract with the federal government to cover costs associated with a Penn State faculty member on temporary assignment with a U.S. government agency. Office of Sponsored Programs

Testing Agreements


For Penn State to perform lab testing for external parties (e.g., ARSO (Academic Research Services Order)).

Office of Sponsored Programs
Research-related Purchase Order for Billing Purposes Only
A incoming external Purchase Order related to payment for sponsored research. Office of Sponsored Programs
Research-related Teaming Agreements
Establishing terms and conditions under which parties may collaborate, usually with the intent of writing a proposal together. Office of Sponsored Programs

Research-related Non-Disclosure/Confidentiality Agreements


Terms governing one party's use of another party's confidential or proprietary information.

Office of Sponsored Programs

Student Non-Disclosure/Confidentiality Agreements


Terms governing Penn State undergraduate students' use of another party's confidential or proprietary information for completion of a capstone or similar class project.

Office of Sponsored Programs

Sponsored Research Agreements


Agreements for the University to conduct externally sponsored research.

Office of Sponsored Programs

Intellectual Property Agreement Forms


See details here: https://www.research.psu.edu/otm/forms-guidelines

Office of Technology Management

Data Use Agreements (Outgoing Data)


Granting rights to another entity to use Penn State data. Contact [email protected] to initiate and outgoing DUA. 

Office of Technology Management

Data Use Agreements (Incoming Data)


Granting rights to Penn State to use a specific set of data. Complete Data Acquisition Request Form.

Determine by completion of Data Acquisition Request Form

Licensing Agreements Related to Penn State Research Intellectual Property


See details here: https://www.research.psu.edu/osp/manage-awards/overviews

Office of Technology Management

Non-Disclosure/Confidentiality Agreements Related to Licensing of Penn State Intellectual Property


See details here: https://www.research.psu.edu/osp/negotiate-agreements/industry-other/industry-agreement-templates/nda-decision-tree

Office of Technology Management

Material Transfer Agreements


See details here: https://www.research.psu.edu/osp/overview-pages/mta

Office of Technology Management

Articulation Agreements


Admitting students to Penn State, allowing students to transfer courses in a block, or otherwise encouraging movement from another institution to Penn State

Office of Undergraduate Education

International Collaboration Agreements (LOI, MOU, MOA)


Depending on the type of collaboration. A Letter of Intent (LOI) is a non-binding document that acknowledges intent to explore the possibility of collaboration. A Memorandum of Understanding (MOU) is a general agreement that lists areas of possible joint activities, without creating financial obligations or committing resources. Memoranda of Agreement (MOAs) are used to establish collaborative degree programs, reciprocal exchange and study abroad programs, certain research projects, or joint research centers or consortia.

Penn State Global

International Exchange Agreements involving Students and/or Faculty


Education Abroad undergraduate reciprocal exchange and direct enrollment programs

Penn State Global

International Joint Research Centers


Establishing international research institutes, consortia and centers (Subject to Policy RAG05)

Penn State Global

Photography and Filming Contracts


Use Photography and Filming Contract Cover Sheet (Sharepoint PDF) for agreements involving photography or filming to facilitate securing approval from Strategic Communications.  The following do not require approval by Strategic Communications and can be submitted directly to the Office of Central Procurement:  (a) Video productions services provided by WPSU, (b) Production-only video services (no filming or photography required), (c) Video production equipment rentals or (d) Advertising agreements.

Strategic Communications

Real Estate-related Agreements


Including, but not limited to:

  • Real Property Leases (This includes lease agreements with third parties for space located within or on University-owned property (i.e., cellular agreements, concessionaire agreements, ground leases, office/lab space agreements, residential or retail agreements))
  • Building Access Agreements
  • Penn State Template Facility Use Agreements issued by University Real Estate Services
  • Easements, Right of Way Agreements, and Right of Entry Agreements
  • Real Estate Acquisition & Disposition Agreements
University Real Estate Services