Contract vs Non-Catalog Requisition Decision Tree

Contract vs Non-Catalog Requisition Decision Tree This decision tree is to determine how to handle goods or services that are not purchased through cyBUY or on a P-Card/T&H Card. Please answer the questions below to determine how to process your request. The decision tree below will provide instructions on the best way to proceed with your request. Is this a request to renew an existing contract? [ yes ] [ no ] If you need to renew an existing contract, please contact the Contract Specialist/ Procurement Agent (if known), or email procurement@iastate.edu , or call 515-294-4860. Is the transaction amount $50,000 or greater? This would be the total amount for the purchase or the total amount for the life of any contract including any renewals. [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday. Once the non-catalog requisition is received by Procurement Services, the assigned Procurement Agent will contact you to discuss the Competitive Selection process. Is this for Professional Services? Professional services are defined as unique, technical performed by an independent contractor qualified by education, experience, and/or technical ability to provide services. The services rendered are predominately intellectual in character, even though the contractor may not be required to be licensed. Professional services engagements may involve partnerships, corporations, or individuals and include consulting, marketing analysis, banking services, medical services, physicians, software development/design, and auditing services. [ yes ] [ no ] Did the supplier provide an agreement? [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday Once the non-catalog requisition is received, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Complete the Professional Services Contract Request Form , once Procurement Services receives the completed form, a Procurement Agent will review the request and let you know if a non-catalog requisition is needed. Is this for an Equipment Loan Agreement? This includes trial, loan, demonstration, or evaluation of equipment. [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday Once the non-catalog requisition is received by Procurement Services, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Is this for a one-time order of goods or services or will orders be short-term for less than one year? [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday. Once the non-catalog requisition is received by Procurement Services, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Complete the Contract Request Form , once Procurement Services receives the completed form, an Agent will review the request and let you know if a non-catalog requisition is needed. Index: Professional Services Contract Agreement (PSCA) Form Contract Request Form Contract vs Non-Catalog Requisition Decision Tree This decision tree is to determine how to handle goods or services that are not purchased through cyBUY or on a P-Card/T&H Card. Please answer the questions below to determine how to process your request. The decision tree below will provide instructions on the best way to proceed with your request. Is this a request to renew an existing contract? [ yes ] [ no ] If you need to renew an existing contract, please contact the Contract Specialist/ Procurement Agent (if known), or email procurement@iastate.edu , or call 515-294-4860. Is the transaction amount $50,000 or greater? This would be the total amount for the purchase or the total amount for the life of any contract including any renewals. [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday. Once the non-catalog requisition is received by Procurement Services, the assigned Procurement Agent will contact you to discuss the Competitive Selection process. Is this for Professional Services? Professional services are defined as unique, technical performed by an independent contractor qualified by education, experience, and/or technical ability to provide services. The services rendered are predominately intellectual in character, even though the contractor may not be required to be licensed. Professional services engagements may involve partnerships, corporations, or individuals and include consulting, marketing analysis, banking services, medical services, physicians, software development/design, and auditing services. [ yes ] [ no ] Did the supplier provide an agreement? [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday Once the non-catalog requisition is received, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Complete the Professional Services Contract Request Form , once Procurement Services receives the completed form, a Procurement Agent will review the request and let you know if a non-catalog requisition is needed. Is this for an Equipment Loan Agreement? This includes trial, loan, demonstration, or evaluation of equipment. [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday Once the non-catalog requisition is received by Procurement Services, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Is this for a one-time order of goods or services or will orders be short-term for less than one year? [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday. Once the non-catalog requisition is received by Procurement Services, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Complete the Contract Request Form , once Procurement Services receives the completed form, an Agent will review the request and let you know if a non-catalog requisition is needed. Index: Professional Services Contract Agreement (PSCA) Form Contract Request Form Contract vs Non-Catalog Requisition Decision Tree This decision tree is to determine how to handle goods or services that are not purchased through cyBUY or on a P-Card/T&H Card. Please answer the questions below to determine how to process your request. The decision tree below will provide instructions on the best way to proceed with your request. Is this a request to renew an existing contract? [ yes ] [ no ] If you need to renew an existing contract, please contact the Contract Specialist/ Procurement Agent (if known), or email procurement@iastate.edu , or call 515-294-4860. Is the transaction amount $50,000 or greater? This would be the total amount for the purchase or the total amount for the life of any contract including any renewals. [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday. Once the non-catalog requisition is received by Procurement Services, the assigned Procurement Agent will contact you to discuss the Competitive Selection process. Is this for Professional Services? Professional services are defined as unique, technical performed by an independent contractor qualified by education, experience, and/or technical ability to provide services. The services rendered are predominately intellectual in character, even though the contractor may not be required to be licensed. Professional services engagements may involve partnerships, corporations, or individuals and include consulting, marketing analysis, banking services, medical services, physicians, software development/design, and auditing services. [ yes ] [ no ] Did the supplier provide an agreement? [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday Once the non-catalog requisition is received, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Complete the Professional Services Contract Request Form , once Procurement Services receives the completed form, a Procurement Agent will review the request and let you know if a non-catalog requisition is needed. Is this for an Equipment Loan Agreement? This includes trial, loan, demonstration, or evaluation of equipment. [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday Once the non-catalog requisition is received by Procurement Services, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Is this for a one-time order of goods or services or will orders be short-term for less than one year? [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday. Once the non-catalog requisition is received by Procurement Services, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Complete the Contract Request Form , once Procurement Services receives the completed form, an Agent will review the request and let you know if a non-catalog requisition is needed. This decision tree is to determine how to handle goods or services that are not purchased through cyBUY or on a P-Card/T&H Card. Please answer the questions below to determine how to process your request. The decision tree below will provide instructions on the best way to proceed with your request. Is this a request to renew an existing contract? [ yes ] [ no ] If you need to renew an existing contract, please contact the Contract Specialist/ Procurement Agent (if known), or email procurement@iastate.edu , or call 515-294-4860. Is the transaction amount $50,000 or greater? This would be the total amount for the purchase or the total amount for the life of any contract including any renewals. [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday. Once the non-catalog requisition is received by Procurement Services, the assigned Procurement Agent will contact you to discuss the Competitive Selection process. Is this for Professional Services? Professional services are defined as unique, technical performed by an independent contractor qualified by education, experience, and/or technical ability to provide services. The services rendered are predominately intellectual in character, even though the contractor may not be required to be licensed. Professional services engagements may involve partnerships, corporations, or individuals and include consulting, marketing analysis, banking services, medical services, physicians, software development/design, and auditing services. [ yes ] [ no ] Did the supplier provide an agreement? [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday Once the non-catalog requisition is received, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Complete the Professional Services Contract Request Form , once Procurement Services receives the completed form, a Procurement Agent will review the request and let you know if a non-catalog requisition is needed. Is this for an Equipment Loan Agreement? This includes trial, loan, demonstration, or evaluation of equipment. [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday Once the non-catalog requisition is received by Procurement Services, a Procurement Agent will review and sign the agreement and issue a Purchase Order. Is this for a one-time order of goods or services or will orders be short-term for less than one year? [ yes ] [ no ] Submit a request to Finance Service Delivery or enter a non-catalog requisition in Workday. Once the non-catalog requisition is received by Procurement Services, a Procurement Agent will review and sign the agreement and issue a Purchase Order. C