Process for Identifying Purchases
Staff with purchasing authority or delegated purchasing authority are required to certify, on at least an annual basis, that they have disclosed to the University of Utah a complete and up-to-date list of their and their family members' financial relationships with outside business entities. The COI Office considers the following individuals as having procurement authority at the University:
- Account executives and their delegates,
- Individuals who have the responsibility of officially approving purchases,
- Staff authorized to use an institutional credit card (e.g., Purchasing Card or PCard), and
- Staff authorized to make purchases through UShop.
COI Review and Compliance
Individuals who hold external financial relationships are required to accept a general
management plan upon certifying their financial relationships in the Business Relationship Reporting system. This general managment plan helps to ensure that University employees are
aware of and comply with state law (Utah Public Officers' and Employees' Ethics Act).
Rule 1-006E: Individual Financial Conflict of Interest in Transactions provides guidelines for identifying and managing conflicts of interest related to
transactions, including purchases.