Contract Review Process
Where a contract is routed and how it is processed depend on many different factors, including the type of contract, the value, the source of funds, who initiated it, and several other possible determinations. The information on this page is meant to help you determine the correct way to execute contracts on the Urbana-Champaign campus; however, there will always be exceptions or unique situations that aren’t addressed below. You should also reference the Contract Types page for information on which offices can assist you with various contract types.
Step-by-step instructions for routing contracts on the Contract Approval/Routing Form (CARF)*:
- Download the CARF from the OBFS Forms page. There are difference CARF’s for each campus, so be sure to select the link for the Urbana campus form.
- Complete the top half of the form, including Department information, Contractor/Client information, Contract and C-FOAP information, and a brief description of the contract’s purpose.
- Print the completed CARF and obtain the necessary departmental signatures.
- Faculty/Staff Member (always required)
- Department Head (always required)
- Dean/Director (if contract value is $25,000 or more)
- Vice Chancellor/Chancellor (if contract value is $50,000 or more)
- Attach 3 copies of your contract behind the CARF and route to next appropriate office. If contract is on a standard template with no substantive changes, then first stop will be Comptroller Designee (Coble Hall); all others start at University Counsel (Henry Administration Building).
- Routing can be via campus mail, or a student or other staff member can drop the packet off at the appropriate campus location.
* Please note that not all contracts should be routed on the CARF. For more information, see the Contract Types page.
Step-by-step processes for revenue generating agreements using standard templates are outlined below:
For assistance processing more complex contract types, please refer to the Who to Ask section. If you are still unsure about where to go for help, contact the AVP Office at 333-4638 or email@example.com.
Last Updated: July 8, 2011