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.
| 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 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:
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. |
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 |
|
|
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 |
|
|
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:
|
University Real Estate Services |