What Guides Us  Policy 2006  Requirements for Written Contracts are Required  Requirements for Board Approval  Signature Authority  Policy 2012 

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Presentation transcript:

What Guides Us  Policy 2006  Requirements for Written Contracts are Required  Requirements for Board Approval  Signature Authority  Policy 2012  Requirements for a formal Procurement  Policy 2013  Special Requirements for Professional Services

Requirements for Written Contracts Real EstateNo Cost Contracts involving Liability Construction, Repairs, MaintenanceCharter School Agreements Use of SCS FacilitiesEquipment Leases (but not short-term rentals) Non-professional Services on SCS premises Professional Services Sponsorships, Grants, DonationsRevenue Master ContractsSoftware (but not off-the-shelf) Equipment Purchases requiring installation on SCS premises Intergovernmental Agreements Memoranda of UnderstandingMemoranda of Agreement

Board Requirements  Board Approval Required  Contracts Valued at $100,000 and above  Real Estate transfers (sale or lease)  Sponsorships that are exclusive and Naming Rights Agreements  Contracts for term longer than a year  Board Notification  Contracts valued between $25,000 and $99,999

Board Requirements, Cont’d Information Required to Submit Contracts to the Board District Goal Served Measurable Outcomes Expected Cost for previous three years, where applicable Explanation of expected benefits Other Options for Addressing the Need Sustainability Plan Implementation Plan Adverse Impact on students or District if not approved at level requested Number and Description of Staff positions to be created, where applicable

How to Initiate  Enter an Electronic Contract Request  Contract Request Portal (  Use the SCS computer username and password to log on  Upload a copy of the proposed contract, if any;  Include APECS requisition number (except for no cost contracts or revenue generating contracts)  Upload all supporting documentation, including, vendor proposals, a detailed description of services to be performed

Electronic Requisition

Electronic Requisition, cont’d.

Workflow Approvals  Department approvals per Department instructions  Any number of management levels  Finance personnel  Federal Programs  Dollar limits  Contract Types

Other Department Approvals DepartmentApprovals Information TechnologySoftware and technology purchases FacilitiesRepairs, maintenance, cabling FinanceLong-term financial commitments Federal ProgramsGrant funded purchases Curriculum and InstructionCurriculum resources Risk ManagementInsurance, Indemnity and Risk Issues SecurityCriminal Background Checks Community ResourcesUse of SCS facilities CommunicationsFilm requests ProcurementBidding issues General CounselLegal liability issues

Signatory Authority Contract AmountContract InitiatorContract Signer Up to $5,000Principal or Budgetary Manager Principal or Director or above $5,001 to $99,999Principal or Budgetary Manager Superintendent $100,000 or aboveDirector or aboveSuperintendent and Board Chairman

School-Based Contracts  Copiers and other equipment leasing  In-School Activities (Tutoring, Mentoring, etc.)  Performances (Magic Shows, Memphis Opera, etc.)  Speakers  Professional Development  After School Activities (Ballet, Karate, Acting, etc.)  Special Activity or Tuition Services (Cheer Coaching, Chess Coaching)  Facility Services (landscaping, painting, charter bus)  Sponsorship/Advertising/Vending  Recreation Rentals (bouncers, Game Truck, etc.)  Senior Class contracts (pictures, rings, yearbooks, etc.)  Web-based software (Assessments, Curriculum Resources, Teacher resources)