1 / 8

UTD Procurement Contracts Process

UTD Procurement Contracts Process. By: Pete Bond Assistant V.P. Procurement Mgt. UTD Procurement Contracts Process Flow. Department submits a purchase request to Procurement Management. Purchasing Office determines procurement method (RFP, RFQ, IFB, etc.).

autumn-jackson
Télécharger la présentation

UTD Procurement Contracts Process

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. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. UTDProcurementContractsProcess By: Pete Bond Assistant V.P. Procurement Mgt.

  2. UTDProcurementContractsProcessFlow Department submits a purchase request to Procurement Management Purchasing Office determines procurement method (RFP, RFQ, IFB, etc.) Is PO only or contract required after award is made?* Purchasing Office Issues PO. Purchasing Office forwards file to Contracts Office. Contract PO * Assuming vendor accepts all Purchasing terms and conditions

  3. ContractsOfficeResponsibilities • Request contract routing form from project coordinator and assign a contract number • Review contract according to general contracts checklist from Office of General Counsel (OGC) • Follow UTS 145 Processing of Contracts requirements • Request a HUB subcontracting plan for contracts ≥ $100,000 • Submit contract for approval to OGC for contracts > $500,000 • After approval is granted, Contracts Office integrates OGC requirements in an addendum to the contract. • Submit contract and any addendum to vendor for approval/signature

  4. ContractsOfficeResponsibilities • Submit contract for Board of Regents Approval or Docketing to the President’s Office, if required • Route final contract for signatures as per UTD delegation of authority • Distribute copies of fully executed contract as appropriate • Provide contract administration guidelines to project manager/coordinator

  5. ConsultantContracts • Consultant services are defined in Texas Government CodeSection 2254.021 • Consultant Rule Changes With the passage of SB5, effective June 17, 2011, institutions of higher education are no longer required to follow the specialized procedural requirements of Texas Government Code, Chapter 2254, Subchapter B, concerning consulting contracts, but may now treat consulting contracts as they would any other contract for services. This means that the finding of fact requirements, publication in the Texas Register and notifications to the Governor’s Office and the Legislative Budget Board contained in Subchapter B will no longer be required. In order to implement the legislative change, consulting services should be procured in accordance with the best value standards in Texas Education Code, Section 51.9335 rather than Texas Gov. Code 2254, Subchapter B. Policy UTS128 – Consulting Contracts Policy and Procedure Guide will be repealed and the reference in UTS145 – Processing of Contacts to Policy UTS128 will be deleted. The Office of General Counsel will be deleting the specialized consulting contract document samples from the Purchasing Website and will be revising the Special Procedure Contracts guidance on its website. OGC will also be communicating these changes to the Purchasing Council membership.

  6. MajorConsultantContracts • For approved requests > $25,000, Contracts Office: - Follows the requirements in Texas Government Code Section 2254.028 through 2254.031, and guidelines from Governor’s Office - Ref HOP 8.2.5 Consultant Services Policy. • Section G. Additional Procedures for Major Consulting Services Contracts

  7. ContractAdministration • Upon contract execution, Contracts Office forwards to the project coordinator: • Copy of the executed contract • Copy of the contracts routing form

  8. Questions? • For questions or comments, contact: • Larry Hoke • Contracts Manager • Phone: 2252 or • e-mail: larry.hoke@utdallas.edu • Go to web site for more detailed procedures and information:

More Related