Business Process 2: Uploading Attachments Summary of Best Practices for Most Common Requisition Attachments Attachment Name DO’S DON’TS WHY Statement of Work * attached statement * Do NOT include any other The statement of work is the heart of the “See of work” in the comment box. documents or University forms contract that needs to be seen by the * Click <Send to Supplier> both such as the PSIS. These are supplier. It explains the milestones and at the comment box and by the internal forms to the University specific work the supplier is to complete. attachment. If you do not click and are confusing the supplier if This is how we set the expectations for our both boxes, the supplier will they are wrapped up inside the suppliers to hold them accountable. not receive the attachment. statement of work. Professional Services * Attach the fully completed * Do NOT <Send to the This is an internal form that must never be Information (PSIS) form. Supplier>. It is internal to the sent to suppliers. Its purpose is to * Enter text attached University. document price reasonableness, “See PSIS” so the approvers know * Do NOT combine this form with compliance considerations (HIPAA and what it is. the statement of work, etc. sponsored), supplier selection, and determine the contractor’s relationship with the University. Exception to Regents * Form must be fully * Do not include multiple versions The Purchasing Services Category Manager Purchasing Policy Form completed. of this form (e.g. 1 attachment of and Director of Purchasing Services will * Form must be fully signed the typed out form without review this form (along with the (excluding Central signatures) signatures and 1 attachment with requisition’s other * File should be a PDF to the typed out form with attachments/information) to ensure policy capture the signatures. signatures) is being followed, and whether the * Do NOT click <Send to the competitive proposal process (RFP) must be Supplier>. It is an internal form. pursued instead.
Business Process 2: Uploading Attachments Summary of Best Practices for Most Common Requisition Attachments Attachment Name DO’S DON’TS WHY Statement of Work * “See attached statement of work” in the comment box. * Click <Send to Supplier> both at the comment box and by the attachment. If you do not click both boxes, the supplier will not receive the attachment. * Do NOT include any other documents or University forms such as the PSIS. These are internal forms to the University and are confusing the supplier if they are wrapped up inside the statement of work. The statement of work is the heart of the contract that needs to be seen by the supplier. It explains the milestones and specific work the supplier is to complete. This is how we set the expectations for our suppliers to hold them accountable. Professional Services Information (PSIS) * Attach the fully completed form. * Enter text “See attached PSIS” so the approvers know what it is. * Do NOT <Send to the Supplier>. It is internal to the University. * Do NOT combine this form with the statement of work, etc. This is an internal form that must never be sent to suppliers. Its purpose is to document price reasonableness, compliance considerations (HIPAA and sponsored), supplier selection, and determine the contractor’s relationship with the University. Exception to Regents Purchasing Policy Form * Form must be fully completed. * Form must be fully signed (excluding Central signatures) * File should be a PDF to capture the signatures. * Do not include multiple versions of this form (e.g. 1 attachment of the typed out form without signatures and 1 attachment with the typed out form with signatures) * Do NOT click <Send to the Supplier>. It is an internal form. The Purchasing Services Category Manager and Director of Purchasing Services will review this form (along with the requisition’s other attachments/information) to ensure policy is being followed, and whether the competitive proposal process (RFP) must be pursued instead.
2016_BB_3.docx