Updated Category Names for Agreement and Software Purchases

Please note: The article below was updated in May 2026.

We recommend reviewing the software/technology purchasing step-by-step guide as there are multiple policy and attachment requirements with these types of purchases.

• Whether citing an agreement or not on a non-catalog Requisition, select the appropriate Category assigned to the type of software being purchased.  
• There are two 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. 
  • 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
• 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 and Contracting Services when required.
• 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.