Agiloft - Contract Management System

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Procurement Services is implementing a new contract management system from Agiloft.  The Agiloft contract management system will manage contracts for the purchase of good and services.  Contract types that are outside the scope of the new system include employment contracts, sponsored project subawards, and technology transfer contracts.

Project Timeline

  • There will be an early adopter phase beginning in October 2020 and full launch is slated for fall 2020.

Who can use Dartmouth's contract management system?

  • Agiloft will be available to active faculty and staff.  Students who need to initiate a contract with Procurement should work through their contact at Collis Center for Student Involvement.

How do I access Agiloft?

  • Go to [URL coming soon] and sign-in using Single Sign-On (SSO).

How do I learn more about the process to purchase a good or service?

  • Procurement Services is developing a new Purchasing & Paying Guidance page [URL coming soon].  Users are guided through the steps to Make a Purchase, and, Make a Payment.
    • Purchase a good/service - users will be guided to a Purchase Request through OnBase or a Contract Request through Agiloft
    • Make a payment - users will be guided to a Payment Request through OnBase

How do I request help on Agiloft?

Why does Dartmouth need a contract management system?

The purpose of the system is to increase control over and transparency of contractual rights and obligations pertaining to the purchase of goods and services by the College from outside parties, in order to facilitate effective contract management across the campus.

Objectives of the project include:

  1. Increase transaction velocity without increasing exposure
  2. Standardize contracting process through automation
  3. Improve transparency and reporting

Major elements of the system are:

  1. Central repository for procurement contracts
  2. Automated contract lifecycle workflow
  3. Database of key contract data

There are two license types within Agiloft: End User and Power User.

There are five permission groups.  Depending on the use case, a single user may be a member of more than one permission group.

  • Contract Requester (End User license)
  • Department Administrator (End User license)
  • Approver (Power User license, floating)
  • Contract Manager (Power User license, assigned)
  • Legal Specialist (Power User license, assigned)

Details

Article ID: 114020
Created
Mon 8/17/20 10:34 AM
Modified
Thu 9/3/20 10:26 AM