Contract for Services (CFS) under $10K Presented to UIUC Business Managers Group Presented by: Janet Milbrandt, UIUC Director of Purchasing Date: October 13, 2015 OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING

Contract for Services Under $10,000 (CFS < $10K) Go Live Date: October 5, 2015 Please download a new template each time. OBFS Purchases > Types of Purchases > Contracting for Services https://www.obfs.uillinois.edu/purchases/purchases-types/contracting-for-services/ OBFS Forms https://www.obfs.uillinois.edu/forms/contracts/ OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING

When do I stop using the P&A Under $5,000 Template? The P&A < $5,000 template has been discontinued and removed from the OBFS website. Transition period: P&A <$5,000 contracts with an execution date of 11/2/2015 or earlier will be accepted for payment. P&A <$5,000 contracts executed after 11/2/2015 will be rejected in TEM and the department referred to the Campus Purchasing Department. OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING

Contract for Services Increased total contract amount to under $10K The template is a “Services” contract Prohibited Services List (Contact Campus Purchasing if unsure) Limited to a 12 month term with no renewals. One-time amendment for changes to scope, amount, term (not to exceed 12 months) One-time payment for all services If multiple payments are required, please submit a requisition and iCS contract request to UIUC Purchasing (if not in iCS – scope/quote is an attachment to requisition). OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING

Prohibited List of Services OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING 11/3/2014

Instructions Pages Please read all the instructions each time as changes may have been made. Page 3: If the contractor is an individual, verify the eligibility. The checkboxes MUST be completed if contracting with an individual. OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING

Instruction Sheet Contracting with an individual checklist No Change from previous template – just a reminder to complete the checklist OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING 11/3/2014

Contract for Services CORRECTED SLIDE Modifications are not allowed. No cross outs, edits, additions, or attachments The contract template starts with15 pages Contract template with signature block State Certifications - after signature block The contract and certifications must be kept together as the complete contract. The below statement is incorrect – the boxes do not need to be checked by the vendor State Certifications The vendor MUST check one of the boxes for under #32 to verify State registration status. OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING

Contract For Services State Certifications - #32 CORRECTION: The vendor DOES NOT need to check one of the boxes under #32 OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING 11/3/2014

Paying the Contractor Completed Instructions Sheets and Contract (and amendment if applicable) with the final invoice are uploaded to TEM for payment. Add “CFS” to TEM Contract Field All contracts are subject to Post-Audit for compliance OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING

How do I learn more? The Procurement Services team is finalizing a Departmental Webinar that will be recorded and available online. The webinar is expected to be delivered within the next 30 days. Questions? Contact UIUC Purchasing Brad Henson or Janet Milbrandt OFFICE OF BUSINESS AND FINANCIAL SERVICES – URBANA PURCHASING