Purchase of services
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Purchase of Services. FY12-PRC-002-00 Board of Trustee( BoT ) Policy T92-031, Policy for Management of University Funds, Procurement Policy, Appendix A, as revised Business Expense Policy, Appendix C. . Purchase of Services. Consulting Services Operational Services *******

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Purchase of Services

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Purchase of services

Purchase of Services

FY12-PRC-002-00

Board of Trustee(BoT) Policy T92-031,

  • Policy for Management of University Funds,

  • Procurement Policy, Appendix A, as revised

  • Business Expense Policy, Appendix C.


Purchase of services1

Purchase of Services

Consulting Services

Operational Services

*******

Contract for Services

University Sub-contract


Policy highlights

Policy Highlights

  • Post Audit for Services < $5,000

  • Contracts Required >$10,000

  • Purchase Order only ≤$10,000

  • University Sub-contract

  • Independent Contractor: Human Resources when hiring Individuals


Policy highlights1

Policy Highlights

  • Mandatory Competitive Procurement Contract Usage

  • Non-employee Compensation—DV to Controller

    • Honoraria, Participant Costs

    • Human Subjects, Other Research

      UMB Student Payments—DV to Bursar

      Prizes, Awards, Scholarships, Participant Costs


Policy highlights2

Policy Highlights

  • Non-employee Reimbursements—DV to Controller


Purchase of services2

Purchase of Services

  • New—Determination of Independent Contractor Status form

  • Human Resources will make Determination


Purchase of services3

Purchase of Services

Competitive Procurement Contracts--Mandatory

  • Campus Contracts

  • University Contracts

  • State Contracts

  • MHEC Contracts


Purchase of services4

Purchase of Services

Consulting Contracts

Services outside course of University’s usual business.

Unique, highly skilled services.


Purchase of services5

Purchase of Services

Operational Services

  • Services are Necessary and Routine for operation of University and/or Repair and Maintenance

  • Not practicably performed by University employees


Purchase of services6

Purchase of Services

University Sub-contracts

  • Contracts where University agrees to provide services

  • For Consulting or Operational Services using external grants or sponsored programs

  • New contract—Procurement website


Purchase of services7

Purchase of Services

Post Audit

Transactions <$5,000


Purchase of services8

Purchase of Services

All Contracts ≤$10,000

Best Value

Purchase Requisition

  • 1. Detail Scope of Services

  • 2. Period of Performance

  • 3. Rate

    Purchase Order = Contract


Purchase of services9

Purchase of Services

All Contracts >$10,000

Purchase Order

+

Contract for Services/

University Sub-contract

Unless Competitive Procurement Contract


Purchase of services10

Purchase of Services

Consulting Contracts

>$10,000 and ≤$50,000

Best value

Enter Purchase Requisition

and

Create a Draft Contract


Purchase of services11

Purchase of Services

Consulting Contracts> $50,000

Public Bidding Required*

*unless Competitive Procurement Contract

  • Lowest Responsive, Responsible Bidder

  • Preference to MA vendors

  • Process takes 4-8 weeks

  • Procurement creates contract


Purchase of services12

Purchase of Services

Operational Contracts

>$10,000 and ≤$25,000

Best value

Enter Purchase Requisition

and

Create a Draft Contract


Purchase of services13

Purchase of Services

Operational Contracts

>$25,000 and ≤$50,000

Best value– 3 written quotes

Enter Purchase Requisition

and

Create a Draft Contract


Purchase of services14

Purchase of Services

Operational Contracts> $50,000

Follow Consulting Services Procedures


Purchase of services15

Purchase of Services

Contract Signatures

Department Head >$50,000

Confirms Commitment

Authorized University Officials to Sign Contracts

Assist. VC for Contracts and Compliance

VC for Administration and Finance

Chancellor


Purchase of services16

Purchase of Services

Processing Rules at a Glance


Purchase of services17

Purchase of Services

Change in Processing Purchase Orders

Approval/Workflow

Purchase Order will be scanned to department for further distribution


Purchase of services18

Purchase of Services

Department Services Review Group

Email Janis Mahoney


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