Agiloft Contract Management System

Agiloft Contract Management System University wide system to automate contract reviews, approvals and signature. Contracts from all University units are to be routed through one system, excluding faculty employment contracts. System will serve as central repository for all University contracts.

SLU Contract Management Non Standard intake and reviews across units Difficult to track existing contracts with multiple contract management systems across campus Contracts executed without appropriate reviews or authority Multiple policies across the University One system for all contracts Automated review process with tracking of approvals Emails and ancillary documents stored with the contract record Integrated with DocuSign for e-signature by designated signers Consistent policy for contract processing Current State Future State

School of Medicine & SLUCare SLU Business Units in Agiloft Academic Affairs Research School of Medicine & SLUCare University Administration

SLU Workflows in Agiloft Three workflows have been created: - Department Workflows - Contract Type Workflows - Intake Question Workflows Contracts will always need department review and approval, additional approvals depend on answers selected on “Details” tab.

Workflow Order in Agiloft Request Submitted Contract Type Approvals Intake Question Approvals Dept Contract Manager Department Approvals Contract Manager Signature Contract Signed/Active

Contract Type Routing Contract Type Approval Team Clinical Services Agreement, Locum Tenens PMO Managed Care PMO – Managed Care Independent Contractor Agreement OGC Marketing MARCOM or SLUCare MARCOM Trademark License MARCOM Patent License, Misc. IP License Research Innovation Group, Inst. Conflict of Interest Facilities: License Agreement, Real Estate Purchase/Sale, Real Estate Lease, Estoppel Certificate, Easement from D302 Real Estate Team Facilities: Pricing, Service, Construction Contract, Professional Services (Architect and Engineer), Easement from outside D302 Construction Team BAA Compliance Team Purchase, Membership/Group Purchasing, Equipment Lease Business Services Team Visiting Scientist/Faculty Agreement SOM Deans Office or Provost Office (Research or Academic) Study Abroad/Int’l Programs Agreement International Services

Permissions What you can see and do in Agiloft depends upon your assigned Group(s). Group Description Contract Creators Everyone with access to Agiloft. Can create contracts, view BAAs and Affiliation Agreements, and contracts for their own Department. Contract Managers Assigned to Departments; can view and edit all contracts they can be assigned to. Can route for signature via DocuSign. Contract Owner/Responsible Party Can view and edit all contracts for which they’re the responsible party. Approvers Can view and edit all contracts for which their team is assigned an approval. Department Approvers Can view and edit all contracts for which they are one of the Department Approvers. View Only Specified Can view contracts for Business Units, Divisions, and Departments for which the Admin has granted access. Power Viewers Can view all contracts. Admin Unlimited administrative access to Agiloft.