5.0 PROCEDURES Agreement Routing Form:  Each agreement routed for review and approval must be accompanied by the CSU Channel Islands Agreement Routing Form. Prior to routing the agreement or contract for signatures, the originator or  contract administrator shall complete the top portion of the routing form, indicating the origin of the agreement and contact information, the type of agreement, the transaction amount, the original agreement number (if circulating an amendment to a prior agreement), a brief summary or purpose, and any special instructions. Timeframe: All requests for new, renewed or amended contracts or agreements, other  than basic Purchase Orders or Service Orders, must allow fourteen (14) calendar days for preparation by Procurement and Contract Services. All agreements or contracts requiring approval by the Vice President of  Business and Financial Affairs must allow an additional fourteen (14) calendar days for review and approval, including Risk Management and any other campus units deemed necessary. Approval by the Vice President for Business and Financial Affairs:  1. Approval by the VPBFA or designee is required on any agreement or contract wherein the transaction amount exceeds $100,000. 2. Approval by the VPBFA is required on all Memoranda of Understanding and Memoranda of Agreement. 6.0 CONTACTS Procurement and Logistical Services Valerie Patscheck, Director Katharine 805 437-8878 Risk Management Hullinger, Risk Manager 805 437-8846 Division of Business and Financial Pamela Abbott-Mouchou, Executive Asst. 805 437-2098 Affairs 7.0 Approved: Ysabel Trinidad Date
5.0 PROCEDURES Agreement Routing Form:  Each agreement routed for review and approval must be accompanied by the CSU Channel Islands Agreement Routing Form.  Prior to routing the agreement or contract for signatures, the originator or contract administrator shall complete the top portion of the routing form, indicating the origin of the agreement and contact information, the type of agreement, the transaction amount, the original agreement number (if circulating an amendment to a prior agreement), a brief summary or purpose, and any special instructions. Timeframe:  All requests for new, renewed or amended contracts or agreements, other than basic Purchase Orders or Service Orders, must allow fourteen (14) calendar days for preparation by Procurement and Contract Services.  All agreements or contracts requiring approval by the Vice President of Business and Financial Affairs must allow an additional fourteen (14) calendar days for review and approval, including Risk Management and any other campus units deemed necessary.  Approval by the Vice President for Business and Financial Affairs: 1. Approval by the VPBFA or designee is required on any agreement or contract wherein the transaction amount exceeds $100,000. 2. Approval by the VPBFA is required on all Memoranda of Understanding and Memoranda of Agreement. 6.0 CONTACTS Procurement and Logistical Services Risk Management Division of Business and Financial Affairs Valerie Patscheck, Director Katharine Hullinger, Risk Manager Pamela Abbott-Mouchou, Executive Asst. 805 437-8878 805 437-8846 805 437-2098 7.0 Approved: Ysabel Trinidad Date