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 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 Form prior to forwarding to Purchasing Dept (if applicable)
___ Attach IRS Form W-9: Request for Taxpayer Identification Number and Certification
(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
--------------------------------------------------------------------------------
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 Purchasing
Dept 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 Form prior to forwarding to Purchasing Dept (if applicable)
___ Attach IRS Form W-9: Request for Taxpayer Identification Number and Certification
(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
--------------------------------------------------------------------------------
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 Purchasing
Dept 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 Form prior to forwarding to Purchasing Dept (if applicable)
___ Attach IRS Form W-9: Request for Taxpayer Identification Number and Certification
(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)
___ For contract 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
--------------------------------------------------------------------------------
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 Purchasi