subcontracts procedures and federal regulations l.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Subcontracts Procedures and Federal Regulations PowerPoint Presentation
Download Presentation
Subcontracts Procedures and Federal Regulations

Loading in 2 Seconds...

play fullscreen
1 / 15

Subcontracts Procedures and Federal Regulations - PowerPoint PPT Presentation


  • 109 Views
  • Uploaded on

Subcontracts Procedures and Federal Regulations. Susan Tompkins George Walueff. TOPICS. Purchase Orders Consulting Agreements Subcontracts Budget impact Initiating Subcontracts Invoices. Subcontracts. Performs substantive programmatic work under a grant or contract

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Subcontracts Procedures and Federal Regulations' - wind


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
topics
TOPICS
  • Purchase Orders
  • Consulting Agreements
  • Subcontracts
  • Budget impact
  • Initiating Subcontracts
  • Invoices
subcontracts
Subcontracts
  • Performs substantive programmatic work under a grant or contract
  • Bears responsibility for programmatic decision making and measurable performance requirements
  • Subcontractor must adhere to compliance requirements of the primary award
subcontracts continued
Subcontracts Continued……
  • Requires prior written permission of the sponsor. If in the proposal, award provides permission. If need arises for subcontract after award is made, required prior approval from the sponsor.
  • NOT AN EMPLOYEE OF UD
subcontracts5
Subcontracts
  • If, using the above criteria, you determine the service required is a subcontract then:
  • Complete the Provider Category Determination Worksheet
    • Reviewed by OVPR and Procurement Services
purchase orders
Purchase Orders
  • The procurement of goods or services from an organization which provides the goods and services to many different purchasers as part of its normal business operations within a competitive environment
  • With federal funds, not subject to same requirements as subcontractor
  • NOT AN EMPLOYEE OF UD
consultants
Consultants
  • NOT AN EMPLOYEE OF UD
  • Proven professional or technical competence
  • You do not control manner of performance or result of service
  • Work for hire
  • UD retains rights to end product
budget implications
Budget Implications
  • Subcontracts – first $25,000 charged facilities and administration costs
  • Purchase Orders and Consultants – facilities and administration costs charged on all dollars
  • This information should not be used to determine provider category
subcontract initiation by dept
Subcontract Initiation by Dept.

If proposal is funded:

  • Provide to OVPR
    • Provider Category Determination Worksheet (formerly OMB questionnaire)
    • Contact information
    • Statement of Work
    • Budget
    • Budget justification
  • Prepare Purchase Requisition
    • With the information above attached
subcontract initiation by ovpr
Subcontract Initiation by OVPR
  • Upon receipt of paperwork, OVPR prepares subcontract letter with attachments and forwards to Subrecipient
  • Initiates negotiations with Subrecipient
  • Work should not begin until award is issued
subcontract initiation by procurement
Subcontract Initiation by Procurement
  • Procurement Services
    • Reviews Provider Category Determination Worksheet
    • Obtains additional approvals as required
      • <$50,000 Account Administrator, OVPR
      • $50,000 - $100,000 also Dean
      • >$100,000 - $250,000 also Provost
      • >$250,000 also President
    • Obtains W-9 for tax id if not provided
    • Issues purchase order for payment purposes
      • Subrecipient does not get copy
invoices
Invoices
  • Received by OVPR
  • Forwarded to Principal Investigator for approval
  • Invoices should include:
    • Summary of expenses by category
      • Dollar amount
      • Date
      • Subgrant #
      • Each invoice must contain the required certification (see Attachment 1):
  • PI approves invoice and returns to OVPR
  • OVPR sends to Procurement Services for payment
subcontract close out
Subcontract Close-out
  • Subrecipient required to submit
    • Final Technical Report (Interim reports may be required by the Principal Investigator, this will be specified in the Subcontract)
    • Final Invoice (including cumulative costs and Cost Share)
    • Equipment Report
    • Patent/Invention Report
    • Subrecipient Release Forms
useful information
USEFUL INFORMATION:
  • Office of the Vice Provost Office Website, FAQs

http://www.ovpr.udel.edu/OVPR/do/index?pageId=43