To meet Fredonia ITS support requirements, Federal Information Security requirements, and NYS Procurement regulations, all software, licensing and hardware (technology) procurements and renewals need to follow the jointly-owned process from ITS and Finance and Administration below:

Step 1: Submit a Technology Procurement Request Request - Customer completes the Technology Procurement Request Form (also includes Sofware-as-a-Service). Upon submitting of this form, a Tracker ticket is created to initiate the review of the request. NOTE: Until the completed Technology Procurement Request Form is received, procurements or renewals cannot be processed. All other contracts and licenses should be sent directly to

Step 2: Chief Information Officer Review - The ITS Chief Information Officer performs a review to determine if the request is a standard request or if it is a project. If it is a project, a project manager will be assigned and a project charter will be needed.

Step 3: ITS Service Center Review - The ITS Service Center(ITS SC) performs a technical, compatibility, and solutions analysis to ensure the software is compatible and can be supported with in the existing Fredonia computing environment, or recommends / determines if similar software already exists. The ITSSC also identifies what ITS resources are required to provide support. NOTE: All software must be approved by the requestors Director, Dean, or Departmental chair as for possible ongoing financial commitments and permission to possibly utilize University regulated data (Cat - II & III).

 Step 4: Information Security Review - The Information Security Office (“ISO) performs an Information Security risk assessment using Federal and NYS standards to ensure that the software is secure and meets regulatory requirements. All software that uses University regulated data must be approved by the Information Security Officer or designee. 

 Step 5: Procurement Review: Upon the reassignment of the Tracker ticket to the Purchasing Department (“PD”), the PD will determine if a Terms and Conditions (TofC) / Terms of Use (ToU) contract review is required.

 If Necessary: Step 5a: Software Terms and Conditions Review: The PD will update the Tracker ticket and moves it into the Contract Services project queue for TofC / TofU negotiation.

 Step 6: Procurement Processing: Contract Services will update the Tracker ticket and include documentation illustrating the TofC / TofU was successfully negotiated (e.g. signed contract).  Contract Services moves the Tracker ticket back into the PD’s project queues. The PD  facilitates the Purchase Order (PO) generation from approvals found within Tracker and sends to customer.

 Step 7: Software Installation and License Registration: The ITS SC or designated ITS department (defined within the project charter and/or Tracker Ticket) receives and installs, configures, or integrates software and notifies the customer. 

Additional Information

For detailed information regarding this process, please visit this link - Technology Request Process v4.5.pdf.

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