Privacy & Security Review of Contracts: Requester Due Diligence Questionnaire

Contracts for Professional Services

When a Contract for Professional Services form is required (see limits chart below), the instructions for completing the contract can be found on Legal's website.

Listed below is a quick checklist:

  • Has the vendor signed the contract?
  • Is the individual/company set up as a supplier in the CFS system?  If not, please have them complete a W9.
  • Has a CFS requisition been created?
    • Requisition must include: Contract Number, RFP Number (if applicable), Description of Services, and Payment Schedule.
  • Has the CFS requisition number and department information been entered on the last page of the contract?

Note: Contracts with original signatures are required.  Copies are not accepted.  The approved Contract for Professional Services is not an authorization for payment.  Invoices are required from the vendor upon completion of services for payment.

Effective FY2014/15, the Contracts for Professional Services Limits have increased.  The new limits are shown in the FY2014/15 Contracts for Professional Services Limits chart.

FY15 Contracts for Professional Services

As per the footnotes in the chart, below is the additional documents that are referenced:

Footnote # Referenced Document Name Format
1 Purchasing Procedures Manual, Section 309.3: Contracts for Professional Services PDF
2 Legal Services, Contracts for Professional Services section PDF
2 Legal Services, Instructions for Completing a Contract for Professional Services PDF
2 Legal Services, Contract for Professional Services form Word
2 Legal Services, Contract for Professional Services amendment form Word
3 Purchasing Procedures Manual, Section 303: Competitive Sealed Proposals (RFP Process) PDF

Other Contracts:

  • If there are terms and conditions associated with any service that requires an acceptance signature, regardless of the amount, it needs to go through Legal for approval.

  • A requisition should be created by the requesting department to correspond with the contract, including description of services, dates of service and contracted cost.

  • Upon approval of the contract by Legal, a PO is established by District Purchasing and mailed to the supplier.