Authority to Approve Independent Consultant Agreements (Up to $100,000)
(Delegation of Authority SCDA-BUS0002)
I. Delegation Summary
Delegated To: Business
Contracts Administrators
Scope of Delegation:
This delegation provides authorization to act as Responsible Administrative
Officials with responsibility for establishing and implementing procedures
necessary for executing independent consultant agreements and to approve and
co-sign, with the Program Review Officials, campus independent consultant agreements
not involving University expenditures of more than $100,000.
Delegated By: Director,
Materiel Management
Issuing Date: August
3, 1999
II. Detailed Delegation
Effective immediately, in accordance with Business and Finance Bulletin BUS-34, Vice Chancellors, Associate Chancellors, and Assistant Chancellors are authorized to act as Program Review Officials to authorize and execute independent consultant agreements and amendments within their respective areas of responsibility after reviewing the proposed agreement or amendment for consistency with organizational programs and objectives. This authority extends to withholding final payment until evidence is received that the terms of the agreement have been completed.
Effective immediately, Business Contracts Administrators are authorized to act as Responsible Administrative Official, with responsibility for establishing and implementing procedures necessary to fulfill the requirements of Bulletin BUS-34, Securing the Services of Independent Consultants, and to approve and co-sign, with the Program Review Officials, campus independent consultant agreements not involving University expenditure of more than $100,000 on behalf of The Regents of the University of California.
This is a redelegation of a portion of the authority delegated to me by the Chancellor in campus delegation SCDA-BUS0001, dated August 7, 1997. The authority redelegated must be exercised in accordance with the restrictions of the campus delegation, Business and Finance Bulletin BUS-34, and the campus procedure on engaging the services of independent consultant.
All agreements must be approved as
to legal form by the General Counsel and Vice President for Legal Affairs prior
to execution unless previously approved by that office and issued without
revision.
This authority may not be redelegated.
Independent consultant: an individual or organization outside the University of recognized scientific, professional or technical competence who provides primarily written and/or oral professional or technical advice in an independent contractor relationship.
III. “Supersedes” Notification
This delegation of authority supersedes all previous campus delegations on this subject, including but not limited to:
UCSC Delegation, Chancellor to Vice Chancellors, et al., dated October 15, 1996.
UCSC Delegation, Chancellor to Director of Accounting and Business Affairs,
dated August 15, 1990.
UCSC Delegation, Chancellors to Deans, et al., Appointment as Alternate
Authorizing
Official, August 15, 1990
IV. Getting Help
The campus
Business Contracts Office can respond to questions about this
delegation of authority.
|
If you need help with ... |
Contact
... |
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Confirming that a proposed agreement is a consultant agreement |
Business Contracts x9-4533 |
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Determining the appropriate Program Review Official |
Business Contracts x9-4533 |
|
Determination of contractor or consultant vs. employee relationship |
See UCSC Policy MM0004, Purchasing Personal and Professional Services; also see UCSC Policy MM0005, Determination of Employer-Employee vs. Independent Contractor Relationship. |
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Other business contracts |
Business Contracts x9-4533 |
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Payment of Independent Consultants |
Accounts Payable Help Desk, x9-2909 |
V. Authority/References
Authority to make this delegation is documented as follows :
SCDA-BUS0001, Authority to Approve Independent Consultant Agreements, Chancellor to Vice Chancellors, et al., August 7, 1997.
UCSC Procedure BUS0003: Engaging the Services of Independent Consultants
UCSC Policy MM0002: Purchasing Conduct and Ethics
UCSC Policy MM0003: Employee-Vendor Relationships and Conflict of
Interest
UCSC Policy MM0004: Purchasing Personal and Professional Services
UCSC Policy MM0005: Determination of Employer-Employee vs. Independent Contractor Relationships
Business and Finance Bulletin BUS-34, Securing the Services of
Independent Consultants
Business and Finance Bulletin BUS-43, Materiel Management
Business and Finance Bulletin BUS-76, Engagements with the Regents’
Audit Firm
Academic Personnel Manual Section 664.
SCDA-BUS0003, Authority to Approve Certain Business Contracts and Agreements, Chancellor to Vice Chancellors.
VI. Copies
Special Assistant--Coordination and Review
Senior Vice President--Business and Finance
Secretary of the Regents
General Counsel and Vice President for Legal Affairs
Director,
Materiel Management