Consulting Services
 

Definition

Procurement of Consulting Services in accordance with Texas Education Code, Section 74.008 and UT System Rules & Regulations includes services where the Consultant provides a study or recommendation to UTMB.

 

What do I need to do?

First enter a Requisition into PeopleSoft.  Second, forward any quotes, requirements, timetables, or other documentation to Logistics/Acquisition.

If this request can only be acquired from one particular firm, please go ahead and also complete a Sole-Source Justification and forward to Logistics/Acquisition.

Also, if this request is awarded to a sole-proprietor or individual the Employee/Independent Contractor Verification Checklist will need to be completed. Logistics/Acquisition can assist you in completing this form.

 

Acquisition Procedure

1.0  Acquisition of Consulting Services

Solicitation, evaluation and award of requests for Consulting Services shall be consistent with the following guidelines and UTMB’s Historically Underutilized Business (HUB) Procedure:

1.Logistics/Acquisition shall Solicit competitive proposals/quotations from consulting firms, or if Sole-Source Justification is approved, verify proposal/quotation from sole-sourced firm.

2. Responses from consulting firms will be evaluated based on the Selection Criteria developed by Logistics/Acquisition and the requestor (e.g., qualifications and experience; total cost/price, etc.).

3. Award of the Consulting Services to consulting firm, based on the evaluation of all proposals/quotations received.

2.0  Contracting with the Awarded Firm

After award of the Consulting Project to a firm, Logistics/Acquisition shall forward a copy of all relevant documents to Legal Affairs. Legal Affairs will then prepare a Contract for the Consulting Services. The Contract must be signed by the awarded Firm and UTMB. After which, a Purchase Order can be issued for the Consulting Services referencing the Contract as the controlling document.

If the amount of the Contract is over $25,000, including expenses, then the Contract may be sent to UT System’s Office of General Counsel (OGC) for review and approval.

For additional information and/or questions, call the Help Desk at 78000.
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Last modified: November 16, 2009