iContracts
What is iContracts?
iContracts Universal Contract Management (UCM) platform is the University's online system for contract approval and management.
Navigate to iContracts
Access to iContracts can be found through myWings by selecting Employee Tools and then iContracts (Contract Routing). The system will automatically authenticate with your myWings password.
New Direct Entry Process
iContracts has released a product enhancement that improves the contract entry process. UNF’s system will not default to this enhancement until a later date which gives users the ability to select which method they prefer. The new entry process is more “wizard-like” and allows you to resume the entry process where you left off if you are not able to complete it in one session.
If you would like to try the new Direct Entry process, please review the Direct Entry process guide.
Quick Hits
A collection of short videos answering common questions is provided online by UCM Support.
- My Data is Missing: how to add back the Contract Intake Form
- Change a Contract Name: updating an iContract title
- Reassigning a Single Contract: change the Owner of a Contract
- Blank Page on a View: scroll up to see contracts when looking at a multi-page View
- Legacy System - How to Add a Contract
Resources
- Notification Center (September 2021)
- Terms Feature (April 2021)
- Webinar: iContracts Refresher (March 2021)
- Workflow Stage Definitions
- iContracts Naming Conventions
- Professional Service Form (Under $600)
- Standard Contracts (approved by the President and by the Office of General Counsel; should be used when possible)
- Delegations of Authority (authority to sign contracts as delegated by the President to certain position titles)
- Procedure for Determination of Independent Contractor or Employee Status
Reminders
- When entering a contract, please use the established naming convention: (Division)(space)-(space)(Document Title)(space)–(space)(Vendor Name). Refer to the iContracts Naming Conventions document above for additional information.
- The Owner is responsible for the “Execution” stage of the workflow since they have been working with the vendor to establish an agreement. Once the vendor counter signs the document, the contract is “executed”. When the Owner receives the executed agreement back from the vendor, the executed agreement should be uploaded to iContracts and then the workflow moved forward to the next stage in the workflow, which is either Purchasing or General Counsel Audit. If the vendor signed first, then the contract can just be moved forward in the workflow.
- When adding attachments, if the attachment is the primary document check the “Make This The Primary Document” checkbox in order to make the file a primary document. This will display the document within the Summary Container for easy access to the primary document.
- Supplier registration information and W-9 forms are collected on the UNF Supplier Portal, not within iContracts. This helps to maintain privacy of the suppliers’ Tax Identification Number (TIN).
- No Banner requisition is required to be entered for any contract that has been routed through iContracts. Once the contract reaches Procurement Services through the workflow, a purchase order will be issued from the information provided in the General Info Field Group.
Commonly Used Account Codes for iContracts
721013 | Advertising-Promotional | 721026 | Lecturers & Speakers |
750004 | Annual maintenance contracts-Services | 771002 | License Renewal |
752004 | Annual Repair & Maint Contract-Svcs | 771019 | Mailing Services |
721001 | Architectural Services | 752018 | Maintenance & Repair-Athletics |
771026 | Athletic Recruiting | 752016 | Maintenance & Repair Installation Srvcs |
721009 | Attorney Services | 721010 | Medical Services |
771031 | Bottled Water Service | 721083 | ORSP Consulting Services |
777017 | Builder's Risk Insurance | 721082 | ORSP Other Contractual Services |
752007 | Building Modifications-Services | 771880 | ORSP Publication Fees |
752006 | Building Repair & Maint-Services | 771980 | ORSP Rental of Space |
772400 | Charter Bus Travel | 752080 | ORSP Repairs & Maint-Services |
721011 | Collection Services | 721019 | Other Contractual Services |
721004 | Construction Contracts | 752010 | Other Fixed Capital Repairs-Services |
752005 | Construction Repair & Maint-Services | 752017 | Pressure Washing Repair & Maint Svc |
721002 | Consulting Services | 752013 | Radio Equipment Repairs & Maint - Srvcs |
721007 | Employment Services | 772301 | Recruiting-Foreign |
721003 | Engineering Services | 772102 | Recruiting-In State |
721008 | Entertainment Services | 772202 | Recruiting-Out of State |
771007 | Entertainment-Recruitment | 771900 | Rental of Buildings |
752001 | Equipment Repairs & Maintenance-Services | 771904 | Rental of Meeting-Conference Space |
771040 | Event Broadcasting | 771905 | Rental of Training Facilities |
771039 | Event Promotions | 771901 | Rental/Lease of Equipment |
752003 | Fire Repairs & Maintenance-Services | 752000 | Repairs & Maintenance-Services |
771006 | Freight/Courier Service | 752008 | Road/Land Repairs-Services |
771034 | Game Guarantees | 721029 | Security Services |
721005 | Game Officials | 776000 | Software License |
731004 | Garbage Collection | 776001 | Software Maintenance |
721018 | Hazardous Waste Removal | 776002 | Software Packages |
752014 | HVAC Repairs & Maintenance - Services | 732006 | Telephone Equipment Installation |
721030 | Independent Contractors (Not otherwise classified) | 721017 | Training Services |
721016 | Information Technology Services | 752009 | Utility Repairs-Services |
721021 | Inspection Services | 752002 | Vehicle Repairs & Maintenance-Services |
721015 | Janitorial Services | 752015 | Waterproofing Repairs & Maintenance-Srvcs |
For ADA purposes, alt text for iContract Life Cycle image: Universal Contract Manager continuous process chart with nine phases: contract requests and templates; negotiations and approvals; active contracts; milestones; reporting; yearly renewable certifications and documents; reviews and audits; amendments, renewals, and expiring contracts; and archive contracts.