Purchase of Services

1. 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.

2. Purchase of Services Consulting Services Operational Services ******* Contract for Services University Sub-contract

3. 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

4. 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

5. Policy Highlights • Non-employee Reimbursements—DV to Controller

6. Purchase of Services • New—Determination of Independent Contractor Status form • Human Resources will make Determination

7. Purchase of Services Competitive Procurement Contracts--Mandatory • Campus Contracts • University Contracts • State Contracts • MHEC Contracts

8. Purchase of Services Consulting Contracts Services outside course of University’s usual business. Unique, highly skilled services.

9. 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

10. 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

11. Purchase of Services Post Audit Transactions <$5,000

12. 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

13. Purchase of Services All Contracts >$10,000 Purchase Order + Contract for Services/ University Sub-contract Unless Competitive Procurement Contract

14. Purchase of Services Consulting Contracts >$10,000 and ≤$50,000 Best value Enter Purchase Requisition and Create a Draft Contract

15. 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

16. Purchase of Services Operational Contracts >$10,000 and ≤$25,000 Best value Enter Purchase Requisition and Create a Draft Contract

17. Purchase of Services Operational Contracts >$25,000 and ≤$50,000 Best value– 3 written quotes Enter Purchase Requisition and Create a Draft Contract

18. Purchase of Services Operational Contracts> $50,000 Follow Consulting Services Procedures

19. 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

20. Purchase of Services Processing Rules at a Glance

21. Purchase of Services Change in Processing Purchase Orders Approval/Workflow Purchase Order will be scanned to department for further distribution

22. Purchase of Services Department Services Review Group Email Janis Mahoney