Overview

Contract Models are the primary way contracts are categorized, identified, and reported on. These models are just names for the primary purpose of the contract, or what exactly is being purchased. There are minor field differences between certain models, but the underlying workflow (and the Contract Life Cycle) is the same for each model. For consistency, use only the following models when categorizing a contract. The table below includes descriptions of the different contract models with some examples of existing contracts.

Contract Models Table

Model	Description
Equipment	Contracts covering the recurring purchase of equipment.
Hardware Maintenance	Contracts covering the maintenance of hardware.
Insurance (Not used by OIT)	Used by UCI Procurement for all contracts relating to the purchase of insurance.
Lease	Contracts where the object of the contract is leased rather than purchased.
Membership	Subscriptions to recurring membership expenses. Examples include: Kuali Ren-Isac
Purchase Order (Not used by OIT)	Used by UCI Procurement when a formal contract that includes a security review and supporting documentation is not necessary.
Service Contract	Contracts covering the purchase of services that support the functions of OIT, but are not maintenance contracts bound to an asset. Examples include: Custodial Services Security Services
Software License/Subscription	Contracts covering the purchase of perpetual software licenses or other software subscriptions.
Software Maintenance	Contracts covering the maintenance of software.

In the event that a contract falls under multiple models (e.g. a purchase of hardware including the first year of maintenance), a decision must be made to either pick one model or set up two contract records. It is better practice to do the latter and set up two contract records–one record for the purchase of the asset, and another for the maintenance of that asset.

Revision History

Revised By	Revised Date	Approved By	Approved Date	Comments
Michael Anthony Waara	27 Aug 2020	Chris Nelson	01 Sep 2020	Finalized contract models according to technical specifications for changes to the contract module and added definitions.
Michael Anthony Waara	08 Jul 2020	TBD	TBD	Initial draft.

GUIDE STATUS: PUBLISHED

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