Checklist Of Requirements

Checklist of Requirements In Submitting Indicated Service Contract

 

A. Contract With Individual, Partnership, Organization, Limited Liability Corporation:

B. Contract With Louisiana Corporation (Company/ Corporation/ Incorporation):

C. Contract With Out-of-State Corporation (Company/ Corporation/ Incorporation):

 

A.  Contract With Individual, Partnership, Organization, Limited Liability Corporation:

 

For contract of $50,000 or greater contact the Director of Purchasing at least (6) months prior to desired contract commencement date before proceeding if a RFP may be required

 

___  Forward at least one Service Contract form with actual siganture of 
Contractor to Purchasing Dept

 

___ For contract of $2,000 or less, contract received in Purchasing Dept at least (7)
days prior to contract commencement date

 

___ For contract of $20,000 or less, contract received in Purchasing Dept at least(14) days prior to contract commencement date 

 

___ For contract over $20,000 & up to $49,999, contract received in Purchasing Dept at least (60) days prior to contract commencement date

 

___ Enter requistion in PeopleSoft Financials identifying source of funds approvedby Budget Unit Head Purchase Request Form prior to forwarding to Purchasing Dept (if applicable)

 

___ Secure Office of Sponsored Research & Programs approval/signature on Mulit-
Budget Unit Head Purchase Request Formprior to forwarding to Purchasing Dept (if applicable)

 

___ Attach IRS Form W-9: (Substitute for IRS Form W-9)
(All contractors to complete and return with contract for payment -- no exceptions)

 

___ Attach Individual Questionnaire Form (contractor completes and signs; SLU
Coordinator signs) (For contracts with individuals and partnerships)

 

___ Attach Goals / Performance Measures / Monitoring Plan (SLU Coodinator
completes) (For contracts with an aggregate total in excess of $5,000)

 

___ For Limited Liability Corporation (LLC) -- Attach Board of Director's Resolution

of representative's authority to sign contracts

 

___ For Consulting Service contract over $2,000 -- Attach resume' of consultant(s)

 

___ For Architect or Engineer contract -- Attach notarized Affidavit

 

___ For Architect or Engineer contract -- Attach Certificate(s) of Insurance

 

___ Contract submitted after commencement date over $2,000 - Send memo

justifying delayed submission

 

___ Contract extends beyond (12) month period - Send memo justifying multi-year

contract need

 

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Contractor Payment After Services Completed or Rendered to Date

 

___Receive in Financial System for services completed or performed

 

___ Forward contractor original invoice to Controller for services performed

 

___ Forward Performance Evaluation for contracts over $2,000 to Purchasing

 

  

B.  Contract With Louisiana Corporation (Company/ Corporation/ Incorporation):

For contract of $50,000 or greater contact the Director of Purchasing at least (6) months prior to desired contract commencement date before proceeding if a RFP may be required

 

___ Forward at least one Service Contract form with actual siganture of Contractor

to Purchasing Dept

 

___ For contract of $2,000 or less, contract received in Purchasing Dept at least (7)days prior to contract commencement date ___ For contract of $20,000 or less, contract received in Purchasing Dept at least (14) days prior to contract commencement date ___ For contract over $20,000 & up to $49,999, contract received in PurchasingDept at least (60) days prior to contract commencement date

 

___ Enter requistion in PeopleSoft Financials identifying source of funds approved
by Budget Unit Head Purchase Request Form prior to forwarding to Purchasing Dept (if applicable)

 

 ___ Secure Office of Sponsored Research & Programs approval/signature on Multi-
Budget Unit Head Purchase Request Formprior to forwarding to Purchasing Dept (if applicable)

 

___ Attach IRS Form W-9: (Substitute for IRS Form W-9)
(All contractors to complete and return with contract for payment -- no exceptions)

 

___ Attach Goals / Performance Measures / Monitoring Plan (SLU Coodinator
completes) (For contracts with an aggregate total in excess of $5,000)

 

___ Attach Board of Director's Resolution of representatives's authority to sign contracts

 

___ Attach photocopy of Disclosure of Ownership on file with Secretary of State (For contracts with an aggregate total in excess of $2,000)

 

___ For Consulting Service contract over $2,000 -- Attach resume' of consultant(s)

 

___ For Architect or Engineer contract -- Attach notarized Affidavit

 

___ For Architect or Engineer contract -- Attach Certificate(s) of Insurance

 

___ Contract submitted after commencement date over $2,000 - Send memo

justifying delayed submission

 

___ Contract extends beyond (12) month period - Send memo justifying multi-year contract need

 

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Contractor Payment After Services Completed or Rendered to Date

 

___Receive in Financial System for services completed or performed

 

___ Forward contractor original invoice to Controller for services performed

 

___ Forward Performance Evaluation for contracts over$2,000 to Purchasing

 

  

C.  Contract With Out-of-State Corporation (Company/ Corporation/ Incorporation):

For contract of $50,000 or greater contact the Director of Purchasing at least (6) months prior to desired contract commencement date before proceeding if a RFP may be required

 

___ Forward at least one Service Contract form with actual siganture of Contractor to Purchasing Dept

 

___ For contract of $2,000 or less, contract received in Purchasing Dept at least (7)

days prior to contract commencement date ___ For contract of $20,000 or less, contract received in Purchasing Dept at least(14) days prior to contract commencement date ___ For contract over $20,000 & up to $49,999, contract received in PurchasingDept at least (60) days prior to contract commencement date

 

___ Enter requistion in PeopleSoft Financials identifying source of funds approved by Budget Unit Head Purchase Request Form prior to forwarding to Purchasing Dept (if applicable)

 

___ Secure Office of Sponsored Research & Programs approval/signature on Mulit-

Budget Unit Head Purchase Request Formprior to forwarding to Purchasing Dept (if applicable)

 

___ Attach IRS Form W-9: (Substitute for IRS Form W-9)

(All contractors to complete and return with contract for payment -- no exceptions)

 

___ Attach Goals / Performance Measures / Monitoring Plan (SLU Coodinator

completes)  (For contracts with an aggregate total in excess of $5,000)

 

___ Attach Board of Director's Resolution of representatives's authority to sign

contracts

 

___ Attach photocopy of Certificate of Authority to transact business in Louisiana

(For contracts with an aggregate total in excess of $2,000)

 

___ Attach photocopy of Disclosure of Ownership on file with Secretary of State

(For contracts with an aggregate total in excess of $2,000)

 

___ Forcontract over $20,000 -- Attach statement justifying use out-of-state contractor

 

___ For Consulting Service contract over $2,000 -- Attach resume' of consultant(s)

 

___ For Architect or Engineer contract -- Attach notarized Affidavit

 

___ For Architect or Engineer contract -- Attach Certificate(s) of Insurance

 

___ Contract submitted after commencement date over $2,000 - Send memo justifying delayed submission

 

___ Contract extends beyond (12) month period - Send memo justifying multi-year contract need

 

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Contractor Payment After Services Completed or Rendered to Date

 

___Receive in Financial System for services completed or performed

 

___ Forward contractor original invoice to Controller for services performed

 

___ Forward Performance Evaluation for contracts over $2,000 to Purchasing