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THE UNIVERSITY OF TEXAS SYSTEM
BUSINESS AFFAIRS CONTRACT PROCESSING CHECKLIST
TO: U. T. SYSTEM OFFICE OF BUSINESS AFFAIRS
BA ASSIGNED DOC ID 2020--_____________
For office use only LBB Reportable Transparency
DATE:
DEPARTMENT: _____________________________________
Departmental Contract Administrator with Contract Management Handbook Responsibilities
Name: Email:
Requested document return: Scanned by email (please provide one single-sided set of documents) OR
One original via System mail (please provide at least two single-sided hard copies with this checklist)
Additional information/requests:
The complete Contract, including all pages, exhibits, attachments and schedules, is attached.
The authorized person in your office or department approves the Contract’s business terms and has signed
or initialed the Contract beside the Executive Vice Chancellor for Business Affairs’ signature line
Contractor/Vendor Name: Telephone:
Address:
Contract Summary and Purpose Statement:
Is this document an amendment, addendum, renewal, or modification of an existing Contract?
Yes Original Contract Document Number: 20 __ - ______
Contract Modification Effective Date: _____________________ End Date: _______________________
Contract Effective Date:
Expiration Date (all renewals included): __________________
Maximum Contract Value includes renewals, amendments & addendums: $
UTShare PeopleSoft Cost Center from which Contract will be funded:
Yes No
1. a. Procurement requirements met. HUB/HSP required for a contract ≥$100,000.
1
HSP attached
Responsible purchaser: ___________________________
b. The contract was issued following a formal competitive procurement. If yes,
Approved GPO (Group Purchasing Organization)
RFQ/RFP No.: ______________ Date Issued: _______________ No. of Bids Rec’d:____
c. The Maximum Value of the contract is >$50,000; add cost of contract by fiscal year (FY)
FY Amount FY Amount FY Amount FY Amount FY Amount
$ $ $ $ $
d. The contract is over $15,000 and was not competitively procured.
Attach signed Exclusive Acquisition Justification
, if yes.
2. Department/Departmental Contract Administrator has complied with UTS145.
Attach any required reviews and approvals:
U. T. System Office of General
Counsel (Contracts >$1,000,000)
U. T. System Office of Systemwide Information Services
2
U. T. System Office of Information Security
and/or U. T. System Privacy Officer
3
Other approvals
4
, correspondence, relevant information
Concurrence form(s
) from the affected U. T. institutions’ chief business officers
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For questions about compliance with UTS137, please contact HUB Development.
2
If the contract is for Systemwide use of computer software, hardware, or other information system components, review
and
approval by the U. T. System Chief Information Officer is required by UTS145.
3
If the contract will result in University (confidential) data being stored, pr
ocessed, or accessed by the vendor, review by the
U. T. System Chief Information Security Officer and/or the U. T. System Privacy Officer is required.
4
Additional sources of information. For contracts for private auditors, see Texas Government Code Section 321.020
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Required by Regents' Rule 10501, Section 2.5(b). This requirement does not apply when participation is voluntary.
Last Revised June 4, 2020
Revenue?:
