Category Names for Agreement and Software Purchases

The information below contains updates to Category names for agreements and software purchases.

Purchasing Services Against an Existing Agreement: 

• As of 5/29/26, use the Category that is most applicable to the type of goods or services being purchased. 
• The Category of Services - For agreement use only is no longer available.

Software Purchases:

• If purchasing software, please note that there are several software Category names from which to choose.  The software is categorized by the sensitivity of the data that the software will utilize, from lowest risk P1 to highest risk P4.   The two most commonly selected Category names are below:
  • Software (P1/P2) - delivered electronically
    • If Buyer review is necessary, check the box Need Buyer Review in the Requisition cart checkout screen to ensure the Requisition routes to a Buyer for review/signature.
  • Software (P3/P4) - delivered electronically
    • This category automatically routes to a Buyer in Procurement & Contracting Services for review/approval.
• Selecting the appropriate Category name on the Requisition will ensure that software purchases receive the required review and approvals, including by a Buyer in Procurement & Contracting Services when required.
• Before purchasing software, review the software purchasing step-by-step guide.
• The Data and Technology Assessment Form (available on the SCM forms page) must be completed and attached to all software purchase requests, P1 – P4, whether Buyer review is needed or not.