1. 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. Consulting Services Operational Services ******* Contract for Services University Sub-contract

3.  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.  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.  Non-employee Reimbursements—DV to Controller

6.  New—Determination of Independent Contractor Status form  Human Resources will make Determination

7. Competitive Procurement Contracts--Mandatory  Campus Contracts  University Contracts  State Contracts  MHEC Contracts

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

9. Operational Services Services are Necessary and Routine for operation of University and/or Repair and Maintenance Not practicably performed by University employees

10. 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. Post Audit Transactions <$5,000

12. All Contracts ≤$10,000 Best Value Purchase Requisition  1. Detail Scope of Services  2. Period of Performance  3. Rate Purchase Order = Contract

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

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

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

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

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

19. 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. Processing Rules at a Glance

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

22. Department Services Review Group Email Janis Mahoney