1. Governance Transition & Purchasing and Contracting
Overview of UO Purchasing & Contracting After July 1, 2014
Presented by:
Catherine Susman

2. UO Purchasing & Contracting Policy
Currently still based on Oregon University System Oregon Administrative Rules (“OAR(s)”)
OUS OARs are still in full force and effect even though the Governance Transition occurred July 1st
Approved Forms Use Required
All Forms were updated as part of the Governance Transition – please go to PCS’ Website

3. Oregon Administrative Rules
Chapter 580 –
OUS Code of Ethics
Annual Statement – still required
References to OUS are considered to be references to UO. (see Section 170(8) of SB270)

4. https://casitweb.uoregon.edu/pcsforms/code-of-ethics
OUS Code of Ethics

5. Procurement Thresholds
Direct Procurement
≤ $25,000
Informal Procurement
$25, to $150,000
Formal Procurement
$150,
Alternative Procurement

6. Authorities vs. Contracting Authority
Authority to Commit Department Funds
(to allow use of budget funds)
vs.
Contracting Authority
(enter into a written or oral contract)

7. Authority to Commit Departmental Funds
Authority to internally allow use of department funds
(i.e. who allows the purchase within your department – not who actually makes the purchase.)

8. Designation to Commit Funds
Authorities
Designation to Commit Funds
Budget Authority
Department Staff

9. Contracting Authority
Authority to enter into an oral or written contract on behalf of UO

10. Authorities UO Contract Officers
Chain of Delegation
University Board
UO Contracting Authority Delegated to Contract Officers
by UO’s VP of Finance and Administration
August 30, 2012 Memorandum regarding Delegation of Signature Authority (still effective)

11. Authorities Level 1 and Level 2 Contracting Authority
Delegated by PCS Director
Level 1 Contracting Authority (L1CA)
Less than or equal to $5,000
Purchase Order, Direct Billing Invoice
Must use Approved PO Form
Level 2 Contracting Authority (L2CA)
Less than or equal to $25,000
Approved level 2 contract forms
Delegated Department Personnel
Delegated Department Personnel
Delegated Department Personnel

12. UO Department Approval Authorization
Obtain by completing
the Department Approval Authorization Form
Available online at:

13. Contracting with Individuals
All individuals must be Independent Contractors.
- No UO direction and control
- Rarely UO employees (requires PCS review and approval)
- External review when services are provided in foreign countries
- Must complete Independent Contractor Certification

14. Tools & Support Policy Practitioners Guide Training Templates
Written Procedures and Instructions
Website
Direct assistance from PCS Staff via phone, and in-person meetings; and
Central s:

15. Questions