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Standard Consulting Contract

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					Contract Administration
Understanding the
Policies and Procedures
Today’s Session

    Overview of Contracting Process
    Basic Contract “No Can Do’s”
    FAQ’s
    New Contracts On the Website
    Quick Walk Through the Contracting Process
    Key Things to Remember
    Questions and Answers
    Contracting Quiz
Today’s Session

    Overview of Contracting Process
    Basic Contract “No Can Do’s”
    FAQ’s
    New Contracts On the Website
    Quick Walk Through the Contracting Process
    Key Things to Remember
    Questions and Answers
    Contracting Quiz
Overview of the
Contracting Process
   What is a Contract?
        An agreement between two or more parties
        creating obligations that are enforceable or
           otherwise recognizable by law. This
               includes but is not limited to:

        –   Terms and Conditions
        –   Leases
        –   Letters of Agreement
        –   Memoranda of Understanding
        –   Letters of Intent
        –   Interagency or Intra-system Agreements
Overview of the
Contracting Process
   The UHD contracting process was developed
    based upon UHS and UHD policies which
    incorporate state regulations. The two key
    documents (part of the hand-out package)
    are:
    – System Administrative Memorandum (SAM)
      03.A.05 Contract Administration
    – UHD Policy Statement
      05.A.06 Contract Administration Policy
Overview of the
Contracting Process
    Predefined consequences for violation of
     contracting policy - At a minimum:
     – Tier 1: Notification to employee regarding
       corrective action provided throughout the
       contracting process
     – Tier 2: Accounts Payables "Violation of UHD
       Policy Statement"
     – Serious Violation/Fraud: Disciplinary action
       up to and including termination
Overview of the
Contracting Process (cont.)
    The Contract Cover Sheet is an internal document,
     the beginning of the contracting process and has a
     two-fold purpose:
      – Page 1: Summarizes the information about the contract
        for the Contract Administration Office and the UHD
        signatory
      – Page 2: Serves as a questionnaire to inform the user of
        the steps required to be in alignment with UHS and UHD
        policy

      The Contract Cover Sheet is updated on an ongoing basis as
    related policies and new situations occur. Effective 3/25/08, the
            revision date will be included on the cover sheet.
Overview of the
Contracting Process (cont.)

   The Contracting Website was designed to be user
    friendly and provide you with both the information
    and the documents needed for most of your
    contracting requirements. It includes:
    – Frequently Asked Questions and answers regarding the
      contracting process,
    – A Step by Step walk through the contracting process,
    – A listing of who is authorized to sign contracts for UHD, and
    – Documents that will take care of the majority of your
      contracting needs.
Today’s Session

    Overview of Contracting Process
    Basic Contract “No Can Do’s”
    FAQ’s
    New Contracts On the Website
    Quick Walk Through the Contracting Process
    Key Things to Remember
    Questions and Answers
    Contracting Quiz
Basic Contract “No Can Do”

   You cannot contract on a retroactive basis


          University of Houston System Administrative Memorandum
                          03.A.05 Contract Administration
      2. POLICY
      2.3. All contracts shall have all applicable administrative and legal reviews
      completed and be signed by all parties prior to commencement of any
      duties/actions by the parties as stipulated in the contract.
Basic Contract “No Can Do”

   You cannot contract with a UHS employee or
    someone who has been employed by UHS in the past
    twelve months
          University of Houston System Administrative Memorandum
                 02.A.24 Employees and Independent Contractors
      3.2. Under provisions of State and federal law, an individual may not be hired
      as an independent contractor when currently on the payroll of any component
      university.
      Similarly, State law requires that an individual may not be hired as a
      consultant on an independent contractor basis if employed by any
      component of the System during the previous twelve month period.
Basic Contract “No Can Do”

   You cannot sign a contract for UHD unless you have
    written authorization from the UHD President to do so

                           UH-Downtown Policy Statement
                        05.A.06 Contract Administration Policy
      2. POLICY/PROCEDURES
      2.1 All delegations of contracting authority must be made in writing, approved
      by the President, and filed with the Board. No employee, officer, or agent of
      the University shall have the authority to execute contracts unless expressly
      delegated        such      authority      pursuant     to     this       policy.
Basic Contract “No Can Do”

   All contracts have to be reviewed by the Office of
    General Counsel and signed by all authorized
    individuals before work or service begins

          University of Houston System Administrative Memorandum
                          03.A.05 Contract Administration
      2. POLICY
      2.3. All contracts shall have all applicable administrative and legal reviews
      completed and be signed by all parties prior to commencement of any
      duties/actions by the parties as stipulated in the contract. .
Basic Contract “No Can Do”

   You cannot place an order with a vendor or pay the
    contracted amount for services to a vendor if the
    vendor is “On Hold” with the State of Texas (i.e.,
    owes the State of Texas money)

                State Law (Texas Government Code 403.0551)
     § 403.0551. DEDUCTIONS FOR REPAYMENT OF CERTAIN DEBTS OR
     TAX DELINQUENCIES. (a) Except as provided by Subsections (b) and (d),
     the comptroller may deduct the amount of a person's indebtedness to the
     state or tax delinquency from any amount the state owes the person or the
     person's successor.
Today’s Session

    Overview of Contracting Process
    Basic Contract “No Can Do’s”
    FAQ’s
    New Contracts On the Website
    Quick Walk Through the Contracting Process
    Key Things to Remember
    Questions and Answers
    Contracting Quiz
FAQ’s -
Do I Need a Contract?

   A contract is required if the subject matter
    of the transaction involves:
    – Human performance that renders a service on campus; or

    – An off-campus event that requires facilities, catering or
      service specifically for the University.
FAQ’s -
Do I Need a Contract? (cont.)

   A contract is not required if the purchase:
    – Is for commonly available goods, such as office supplies

    – Is for a nominal service such as a typewriter repair

    – Can be made through Texas Comptroller of Public
      Accounts or DIRect (DIR) [Note: Contact the Purchasing
      Department (713) 221-8607 to determine the availability
      of this option.]
FAQ’s -
Do I Need a Contract? (cont.)

    A contract is not required if the purchase:
    – Is off-campus, not associated with a major UHD event and
      not specifically for UHD, i.e., is available to the general
      public at the same time. (This includes food ordered from
      a menu at an off-campus restaurant and taking a group to
      a public facility such as a museum.)

    – Is for travel arrangements made through UHD's Travel
      Office for a guest speaker or consultant, AND no
      additional monies will be paid or reimbursed to the
      individual.
FAQ’s -
Who Can Sign a Contract?
   Persons who have written authorization from the
    UHD President can sign a contract for UHD
                           UH-Downtown Policy Statement
                        05.A.06 Contract Administration Policy
      2. POLICY/PROCEDURES
      2.1 All delegations of contracting authority must be made in writing, approved
      by the President, and filed with the Board. No employee, officer, or agent of
      the University shall have the authority to execute contracts unless expressly
      delegated        such      authority      pursuant     to     this       policy.



   Authorized signatories are listed on the Contract
    and Guidelines website as follows:
FAQ’s -
Who Can Sign a Contract?

    Dollar Value/Area                   Signature Authority

 Over $1,000,000 Annually      President/Chancellor/Board of Regents
                              (Max Castillo, Renu Khator and BOR)
     From $500,000 to                   President/Chancellor
    $1,000,000 Annually             (Max Castillo, Renu Khator)
Less than $500,000 and does           Respective Division Heads
  not require BOR Approval       (Molly Woods, David Bradley, Ed
                                  Apodaca, Ivonne Montalbano,
                                  Michele Sabino and Sue Davis)
Up to and Including $50,000   Executive Director – Office of the President
    for Commencement                      (Penny Cureton)
        Ceremonies
Up to and Including $50,000        Director of Constituent Relations
   for Presidential Events                 & Special Events
                                            (Gilda Parker)
FAQ’s -
Who Can Sign a Contract? (cont.)

       Dollar Value/Area                 Signature Authority

   Up to and Including $50,000         Associate Vice President of
   Cumulative per Fiscal Year for       Information Technology
     Information Technology              (Hossein Shahrokhi)
   Up to and Including $50,000         Assistant Vice President of
   Cumulative per Fiscal Year for        Facilities Management
      Facilities Management            (Christopher G. McCall)
  Up to and Including $50,000 for       Director of Contracts and
             All Areas                  Institutional Compliance
                                              (Mary Cook)
  Up to and Including $50,000 for    Director of Sponsored Programs
   Sponsored Programs Related               (Elaine Pearson
                                        Until Position is Filled)
  Up to and Including $1,000 for       Director of Sports & Fitness
  Referees and Fitness Instructors       (Richard Sebastiani)
FAQ’s -
Is Competitive Bidding Required?


   Competitive Bidding is required on all:
    – Service prior to execution of the contract if the
      value of the contract is expected to equal or
      exceed $5,000 in state or local funds.


           Contact Purchasing at (713) 221-8062
            for assistance in the bidding process
FAQ’s -
Is Competitive Bidding Required?                            (cont.)


   Competitive Bidding is not required for:
    – Services that cost less than $5,000
    – Professional or Consulting services
    – Proprietary/Sole Source or “One-of-a-kind” services
    – Workshops, training or seminars
    – Advertising
    – Hotels for special events
    – Internal repairs
    – Interagency agreements
FAQ’s -
Do I Need a Purchase Requisition?


   For contracting, a Purchase Requisition is always
    required for:
    – Higher Education Assistance Funds (HEAF) transactions

    – Software purchases

    – State contract items

   Otherwise, a purchase requisition is required if the
    cost of the service is equal to or expected to exceed
    $5,000
FAQ’s -
Which Contract Should I Use?

During FY07:
   (46%) Purchasing Agreement for Goods and Services
    – Used for businesses that do not require insurance (i.e. lecturers,
      guest speakers or individuals performing a service)

   (15%) Vendor Contracts
    – Require OGC review and approval

   (13%) Job Order
    – Used to put a contract in place for future maintenance, repairs
      and installation on an as needed basis. Once the contract is fully
      executed, the Job Order – Exhibit A is used to contract for
      specific jobs under the contract
FAQ’s -
Which Contract Should I Use?                                 (cont.)

During FY07:
   (6%) Letter of Contract
    – Used for construction, repairs and rehabilitation

   (5%) Independent Contractor Agreement
    – Used for businesses or vendors providing a service that require
      insurance coverage

   (5%) Performer Agreement
    – Used for musicians, singers, clowns, magicians, etc.


           The remaining 10% of contracts were either
            department specific or used infrequently
FAQ’s -
What Special Requirements
Should I Know About?

   Texas Market Place - Procurements of $25,000 or
    more must be posted for:
    – 14 days if the entire bid or proposal solicitation package is
      posted, or

    – 21 days if the entire bid or proposal solicitation package is
      not posted


         Expect the process to take a minimum of 30
        calendar days prior to the start date of services
FAQ’s -
What Special Requirements
Should I Know About? (cont.)
   Consulting Services Contracts over $25,000 (was $14,000)
    require:
    – Legislative Budget Board (LBB) and Governor’s Office of
      Budget and Planning (OGBP) notification through OGC. OGBP
      must provide a “finding of fact” that indicates the service is
      necessary.
    – The request for consulting services must be published in the
      Texas Register a minimum of 30 days prior to execution of
      the contract. (Process typically takes 6 weeks.)

   Notice must be filed with the LBB for contracts over
    $14,000 no later than 10 days after entering into the
    contract, renewal, extension or amendment.

          Reference: Texas Administrative Code, Title 34,
           Part 1, Chapter 5, Subchapter E, Section 5.54.
Today’s Session

    Overview of Contracting Process
    Basic Contract “No Can Do’s”
    FAQ’s
    New Contracts On the Website
    Quick Walk Through the Contracting Process
    Key Things to Remember
    Questions and Answers
    Contracting Quiz
New Contracts on the
Website
   UHD Specific Contracts:
    – Purchasing Agreement for Goods and Services
    – Independent Contractor Agreement
    – Performer Agreement
    – Letter of Contract
    – Sponsored Project Contractual Agreement
    – 3 Release and Indemnification Agreements (one each
      for Minors, Adults and Adult Students)
    – Amendment to Purchasing for Goods and Services
New Contracts on the
Website (cont.)
    UH System Contracts:
     – Consulting Agreement
     – Alternative Dispute Resolution Clause
     – Child Support Clause

 The Alternative Dispute Resolution and Child Support contract
    language has been included in the new OGC approved
   contracts. They still must be added to vendor contracts.
     – Technology Access Clause
     – Nonresident Alien Information Addendum

 The Nonresident Alien Information Addendum is no longer an
       automatic part of the Purchasing Agreement for
      Goods and Services. Attach only if it is applicable.
New Contracts on the
Website (cont.)
    Department Specific Contracts:
     – English Language Institute:
       Educational Counseling Agreement
     – O’Kane Gallery:
       O’Kane Gallery Loan Agreement
     – Urban Education:
       CPDT (Center for Professional Development of
       Teaching) Affiliation Agreement
Today’s Session

    Overview of Contracting Process
    Basic Contract “No Can Do’s”
    FAQ’s
    New Contracts On the Website
    Quick Walk Through the Contracting Process
    Key Things to Remember
    Questions and Answers
    Contracting Quiz
Quick Walk Through the
Contracting Process
   The process begins with the Contract Cover Sheet
    – Check the “No Can Do” list before you begin the process
    – Use the most current Contract Cover Sheet (dated and
      posted on the website)
    – Be sure to read through and answer the questions on
      page two
    – Be sure to attach a vendor verification form
    – Get the appropriate signatures on the Contract Cover
      Sheet
    – The Contract Cover Sheet is a UHD internal document
      reviewed by our office. Suggestions/revisions/corrections
      are communicated and a contract number assigned
Quick Walk Through the
Contracting Process (cont.)
    For OGC approved contracts on the website, select and
     complete the correct contract:
     – Include the assigned contract number
     – Include a clear and specific description of the scope of
       work in the contract
     – Our office will be happy to review your contract before it is
       forwarded to the vendor
     – Your office will work with the vendor and forward a fully
       executed original signature contract to the Contract
       Administration Office (3 original signature contract
       packages)
Quick Walk Through the
Contracting Process (cont.)
   For non-standard, vendor or revisions to contracts that
    went through OGC, the Contract Administration Office
    will handle the process and return a fully execute
    contract to your office
     – We will need the completed and signed Contract Cover
       Sheet and preferably an electronic copy of the vendor
       contract




       The Contract Administration Office will be happy to
          address any questions or concerns you have
        regarding the contract or the contracting process
Today’s Session

    Overview of Contracting Process
    Basic Contract “No Can Do’s”
    FAQ’s
    New Contracts On the Website
    Quick Walk Through the Contracting Process
    Key Things to Remember
    Questions and Answers
    Contracting Quiz
Key Things to Remember
Contract Timing

   Allow your self enough time to complete
    the contracting process
    – Departments should have all standard contract
      documents in order and submitted for UHD authorized
      signature at least 5 business days prior to the start date
      for services if using an OGC standard form of agreement
    – The contract must be fully executed on or before the
      date when services begin
    – The earliest day a contract can begin is the “date of full
      execution of the agreement”
Key Things to Remember
Contract Timing                      (cont.)



   Allow your self enough time to complete
    the contracting process
    – Texas Market Place ($25,000 or more): Expect the
      procurement process to take a minimum of 30 calendar
      days prior to the start date of services
    – Consulting contracts over $25,000 must be published in
      the Texas Register a minimum of 30 days prior to
      execution of the contract (Processed through the Office
      of General Counsel)
Key Things to Remember
OGC Contract Review

   All non-standard (vendor contracts) or revised
    contracts must be reviewed by the Office of
    General Counsel (OGC)
    – OGC is allowed 20 days to review the contract, but in
      some instances, it may take longer

    – Allow enough time for the contract to be approved,
      revised and be fully executed by the requested date.


            You cannot add to, change or delete the
              terms of an OGC approved contract
Key Things to Remember
OGC Contract Review


  Now is a good time to review your contracting
     requirements for the next fiscal year.

   Ideally, we want to be ahead of the wave of
    contracts that will be forwarded to OGC by
           component universities during
            July, August and September
Key Things to Remember
Facsimile Contracts
     Executing contracts through facsimiles should only be done in
      certain limited situations. If the contract is executed via fax:
        – An original signature contract must be submitted to the
          administrative file within 10 business days after the faxed
          contract has been executed (SAM - 3. General Provisions and 3.1
          Contract Management)

                   University of Houston System Administrative Memorandum
                                   03.A.05 Contract Administration
    3. GENERAL PROVISIONS
    3.1. Contract Management:
          a. “… Although original and signed contracts are required by this document, certain limited
          situations exist…that may require facsimile copies of the contract and contract signatures
          so that contract performance may begin. In these rare and limited situations, original signed
          agreements (not facsimiles) must be forwarded to the originating unit within 10 business
          days from the date the contract facsimile is received and processed by the originating unit
          and/or applicable contracting office.”
Key Things to Remember
Facsimile Contracts (cont.)

   Executing contracts via fax:
    – The same signatories who signed the faxed contract
      must sign the original signature contracts

    – The original signature contract must have the same
      signature date that appears on the faxed contract–
      please verify the date


The contracting package is not complete until an original signature
  contract, with the correct signatories and the correct signature
  dates has been received by the Contract Administration Office
Key Things to Remember
Amending the Contract

   The general rules for amending a contract are:
    – The contract must still be in effect (You cannot amend
      an expired contract)

    – You can increase the dollar value of the contract by
      25% (Beyond that dollar value, you are more than likely
      contracting for a substantially different scope of work)

    – The amendment must go through the same process as
      the original contract

    – The amendment must be executed by the same
      signatories (or same signatory position)
Key Things to Remember
Miscellaneous

    Complete three (3) sets of original signature
     contract packages (One each for the vendor,
     your office and the Contract Administration
     Office)
    Consider multiple year contracting if you
     contract for the same service from the same
     vendor on an annual basis (You can sign
     contracts for up to five (5) years)
    The Nonresident Alien form is attached to the
     contract and signed only if it is applicable to
     the person
Key Things to Remember
Miscellaneous

    There should be no “white-outs” on the
     contracts
    Other than initialing OGC revisions, the
     signature and the date, there should be no
     hand writing on the contracts
    The earliest start date for a contract is “the
     date of full execution of the contract (i.e., the
     date all required and authorized parties have
     signed the contract)
Questions




            ?
Contracting Quiz
Mark all correct answers

   Questions may have more than one correct
    answer

   Each correct answer for questions 1 through
    10 is worth 2 points

   Each correct bonus questions is worth 10
    points
Contracting Quiz
Mark all correct answers

 1. The UHD contracting process:
   a. Was developed based upon UHS policy
   b. Was developed based upon UHD policy
   c. Was designed to meet State of Texas
      regulations
   d. Was designed to be user friendly
   e. All of the above
Contracting Quiz
Mark all correct answers

 1. The UHD contracting process:
   a. Was developed based upon UHS policy
   b. Was developed based upon UHD policy
   c. Was designed to meet State of Texas
      regulations
   d. Was designed to be user friendly
   e. All of the above
Contracting Quiz
Mark all correct answers

2. The Contract Cover Sheet:
  a. Summarizes information about the contract
  b. Informs the user of UHS and UHD policy
     requirements
  c. Requires the signature of the vendor
  d. Is updated periodically and includes the
     effective date
  e. All of the above
Contracting Quiz
Mark all correct answers

2. The Contract Cover Sheet:
  a. Summarizes information about the contract
  b. Informs the user of UHS and UHD policy
     requirements
  c. Requires the signature of the vendor (The
     Contract Cover Sheet is an internal
     document.)
  d. Is updated periodically and includes the
     effective date
  e. All of the above
Contracting Quiz
Mark all correct answers

3.    State regulations and UHS/UHD policies and
      procedures do not allow the following:
     a.   Contracting with some one who has been
          employed by UHS in the past 18 months
     b.   Retroactive contracting
     c.   Persons to sign a contract unless they have written
          authorization from the President
     d.   Contracting with a vendor who is “On Hold” with
          the State of Texas
     e.   All of the above
Contracting Quiz
Mark all correct answers

3.    State regulations and UHS/UHD policies and
      procedures do not allow the following:
     a.   Contracting with some one who has been
          employed by UHS in the past 18 months (Past 12
          months)
     b.   Retroactive contracting
     c.   Persons to sign a contract unless they have written
          authorization from the President
     d.   Contracting with a vendor who is “On Hold” with
          the State of Texas
     e.   All of the above
Contracting Quiz
Mark all correct answers
 4.    A contract is required between UHD and the
       vendor if:
      a.   Travel arrangements are made through the UHD
           Travel Office (Travel can be, but is not required to
           be, on a contract if payment for a service is also
           included)
      b.   The service involves human performance that is
           rendered on campus
      c.   The service is purchased through DIR (Direct) (DIR
           is under State of Texas contract)
      d.   The product cost more than $5,000 (Contract
           needed for human performance)
      e.   None of the above
Contracting Quiz
Mark all correct answers
 4.    A contract is required between UHD and the
       vendor if:
      a.   Travel arrangements are made through the UHD
           Travel Office (Travel can be, but is not required to
           be, on a contract if payment for a service is also
           included)
      b.   The service involves human performance that is
           rendered on campus
      c.   The service is purchased through DIR (Direct) (DIR
           is under State of Texas contract)
      d.   The product cost more than $5,000 (Contract
           needed for human performance)
      e.   None of the above
Contracting Quiz
Mark all correct answers

 5. Competitive bidding is required on all:
   a. Services expected to equal or exceed
      $5,000 in state or local funds
   b. Professional services
   c. Printing services
   d. Hotels for special events
   e. All of the above
Contracting Quiz
Mark all correct answers

 5. Competitive bidding is required on all:
   a. Services expected to equal or exceed
      $5,000 in state or local funds
   b. Professional services
   c. Printing services
   d. Hotels for special events
   e. All of the above
Contracting Quiz
Mark all correct answers

6. Purchase Requisitions are required for:
  a. Services expected to equal or exceed $5,000
     in state or local funds
  b. HEAF (Higher Education Assistance Funds)
     transactions
  c. Software purchases
  d. State contract items
  e. All of the above
Contracting Quiz
Mark all correct answers

6. Purchase Requisitions are required for:
  a. Services expected to equal or exceed $5,000
     in state or local funds
  b. HEAF (Higher Education Assistance Funds)
     transactions
  c. Software purchases
  d. State contract items
  e. All of the above
Contracting Quiz
Mark all correct answers

7. Almost half of the FY07 contracting at
   UHD use which one of the following OGC
   approved contract?
  a. Independent Contractor Agreement
  b. Vendor Agreement
  c. Memorandum of Understanding
  d. Purchasing Agreement for Goods and Services
  e. None of the above
Contracting Quiz
Mark all correct answers

7. Almost half of the FY07 contracting at
   UHD use which one of the following OGC
   approved contract?
  a. Independent Contractor Agreement
  b. Vendor Agreement
  c. Memorandum of Understanding
  d. Purchasing Agreement for Goods and Services
  e. None of the above
Contracting Quiz
Mark all correct answers

8.    Which of the following statements are true:
     a.   Non-standard, vendor and revised contract must be
          approved by the Office of General Counsel (OGC)
     b.   Contracts valued at $25,000 or more must be posted on
          the Texas Market Place
     c.   Consulting services contract valued at $25,000 or more
          must be approved by the Legislative Budget Board
          (LBB)
     d.   A contract is not required if the service is rendered off
          campus
     e.   The earliest date a contract can begin is the date of full
          execution
Contracting Quiz
Mark all correct answers

8.    Which of the following statements are true:
     a.   Non-standard, vendor and revised contract must be
          approved by the Office of General Counsel (OGC)
     b.   Contracts valued at $25,000 or more must be posted on
          the Texas Market Place
     c.   Consulting services contract valued at $25,000 or more
          must be approved by the Legislative Budget Board
          (LBB)
     d.   A contract is not required if the service is rendered off
          campus (Required if the service is specific to UHD)
     e.   The earliest date a contract can begin is the date of full
          execution
Contracting Quiz
Mark all correct answers

9.    Facsimile contracts:
     a.   Must be submitted in hardcopy original signature form
          within 10 business days after the faxed contract has
          been executed
     b.   Can be used routinely
     c.   Must have the same signatory on both the faxed and
          hard copy contracts
     d.   Must have the same signature dates on the faxed and
          hard copy contracts
     e.   All of the above
Contracting Quiz
Mark all correct answers

9.    Facsimile contracts:
     a.   Must be submitted in hardcopy original signature form
          within 10 business days after the faxed contract has
          been executed
     b.   Can be used routinely (Should be the exception as
          opposed to the rule)
     c.   Must have the same signatory on both the faxed and
          hard copy contracts
     d.   Must have the same signature dates on the faxed and
          hard copy contracts
     e.   All of the above
Contracting Quiz
Mark all correct answers

10. You can amend a contract if:
   a.   The contract is still in effect
   b.   You have not used all of the money on the contract
   c.   The amended dollar value does not exceed 25% of the
        original contract value
   d.   The scope of the contract remains unchanged The
        amendment goes through the same process and uses
        the same signatory/signatory position as the original
        contract
   e.   The amendment goes through the same process and
        uses the same signatory/signatory position as the
        original contract
Contracting Quiz
Mark all correct answers

10. You can amend a contract if:
   a.   The contract is still in effect
   b.   You have not used all of the money on the contract
        (You can add more money if the contract has not
        expired)
   c.   The amended dollar value does not exceed 25% of the
        original contract value
   d.   The scope of the contract remains unchanged (You can
        add to the scope if it is within the 25% of original
        contract value rule)
   e.   The amendment goes through the same process and
        uses the same signatory/signatory position as the
        original contract
Contracting Quiz
Bonus Questions – True or False

11. If you answer the questionnaire on page 2 of
    the Contract Cover Sheet, most of these
    questions will be answered for you?
                      True


12. The Contract Administration Office will be
    happy to answer any questions or concerns you
    have regarding the contracting process.
                   Very True
Questions




            ?
Creating a Culture of Compliance
    Thank you for Attending

  Compliance is an art developed through
          training and habituation.
            We do not act rightly
     because we have virtue and ethics,
                    but rather ,
         we have virtue and ethics
      because we have acted rightly.
      We are what we repeatedly do.
  Compliance, then, is not an act, but a habit.
     (Adaptation of Aristotle’s quote on “Excellence”)

				
DOCUMENT INFO
Description: Standard Consulting Contract document sample