Page Comparison

Generally, purchases in the range of $0-$15,000 may be authorized via Purchase Order; however, there are times when vendors request signature on their contract or they require specific terms to provide a good/service. Submit a Contract Request with the following information:

• description of goods/service(s) needed

• vendor contract needing signature*, reviewed for accuracy

• vendor information and EID

• total cost and payment breakdown (e.g. $cost/unit x #months)

• date span or receive date

• departmental account number

*If you are using a vendor-provided contract, you must include an Addendum to Agreement with your uploaded materials.

When procuring a good or service from an individual, you must always complete an Employee/Independent Contractor Classification Checklist (EICCC) to determine the most appropriate way to proceed with authorization. This form must be included with your Invoice Payment Submission Form when paying Independent Contractors.

For purchases over $15,000.00, your department is required to obtain a minimum of three quotes* by mail, email, or fax and submit them via Contract Request with the following information:

• description of goods/service(s) needed

• vendor contract needing signature**, reviewed for accuracy OR applicable contract template with detailed Scope of Work (Exhibit A)

• vendor information and EID

• total cost and payment breakdown (e.g. $cost/unit x #months)

• date span or receive date

• departmental account number

*A good-faith effort should be made to include at least one quote from a minority-owned or woman-owned business.

***If you are using a vendor-provided contract, you must include an Addendum to Agreement with your uploaded materials.

Once purchasing reviews your initial contract packet, they may determine additional documentation is needed to satisfy the contracting requirements.

In some instances, competition does not exist, or it is in the university’s best interest to use a particular product or service. If your purchase meets these conditions, attach the most appropriate non-competitive supplemental form (completed and unsigned) listed below to your Contract Request. Bidding may be bypassed at the determination of Central Procurement. Business Office Support Services will coordinate with Central Procurement to determine the best next steps and communicate via your request throughout the process. For more information about exclusive acquisition justifications, see the Handbook of Business Procedures 7.5.3. Exclusive Acquisitions.

Supplemental Documentation for Non-Competitive Contract Process

Proprietary (as defined in Texas Education Code 51.9335 b)

Justification for a proprietary purchase is used when the goods or services are only available through a single source. The Purchasing Office establishes that the selection meets best value criteria. Some examples include:

• Equipment maintenance or repair parts from the original equipment manufacturer (OEM)

• Pharmaceuticals or chemical reagents that are only available through one supplier

• Software or software maintenance that is only available through one software supplier.

Best Value (as defined in Texas Education Code 51.9335 b)

Justification for a best-value purchase is used when it is in the best interest of the university to use the particular product or service, but there is actually more than one source available. The Purchasing Office establishes that the selection meets best-value criteria. Some examples include:

• Specific reagents used in long-term experiments. For continuity of research, a lab would need to continue using the same products for the duration of the experiment.

• Compatibility with existing equipment.  A laboratory is purchasing a new component from a supplier to add to an existing piece of equipment to enhance its quality/performance.

• A contract or grant specifically names a supplier, product, or service that is required for the university to use.

Emergency Purchase

Justification for an emergency purchase occurs as the result of an unforeseen circumstance that requires an immediate response to prevent financial or operational damage to the university. If a situation arises in which routine compliance with procurement practice is impractical and not in the university’s best interest, an emergency purchase may be warranted to prevent a hazard to life, health, safety, welfare, or property, or to avoid undue additional cost to the university. Emergency purchases of goods or services are performed to restore a system to its original intended functionality and must not exceed the scope or duration of the emergency. The Purchasing Office will establish that the selection meets best value criteria. Note:  In cases where Purchasing Office management is not available to provide the second approval signature on the exclusive acquisition form, the Purchasing Office Buyer may proceed with approval and issuance of the PO. The manager’s signature must be obtained afterward.

Professional Services(as defined in Texas Government Code 2254.002)

Professional service providers must normally be pre-qualified based upon a Request for Qualifications (RFQ). The contract award is based on negotiation with the most qualified provider. When a professional service is required and no pre-qualification has been established, a contract award must be justified as an exclusive acquisition to establish that the selection meets best-value criteria.

• A provider of professional services may not be selected on the basis of competitive bids, but rather on basis of demonstrated competence and qualifications to perform the service and for a fair and reasonable price.

• Professional service providers are normally licensed or certified and the scope of their services include:

  • accounting

  • architecture

  • landscape architecture

  • land surveying

  • medicine

  • optometry

  • professional engineering

  • real estate appraising

  • professional nursing

When executing a high value contract, there are many factors that must be taken into consideration and require additional analysis from the business office. Please submit a Contract Request with the following information, and a member of our team will offer consultation on the contracting process:

• description of goods/service(s) needed

• vendor contract needing signature*, reviewed for accuracy OR applicable contract template with detailed Scope of Work (Exhibit A)

• vendor information and EID

• total cost and payment breakdown (e.g. $cost/unit x #months)

• date span or receive date

• departmental account number

*If you are using a vendor-provided contract, you must include an Addendum to Agreement with your uploaded materials.

Any time a fully executed contract must undergo a change, a contract amendment must be processed with the appropriate revision documentation.

Submit a Contract Request with the following information:

• list of specific changes made to existing agreement

• vendor contract needing signature*, reviewed for accuracy OR applicable contract template with detailed Scope of Work (Exhibit A)

• vendor information and EID

• total cost and payment breakdown (e.g. $cost/unit x #months)

• date span or receive date

• departmental account number

*If you are using a vendor-provided contract, you must include an Addendum to Agreement with your uploaded materials.

Under rare circumstances, the following types of purchases may be necessary and require special handling. Please submit the below paperwork, plus any other requirements based on the total contract value.

1. Purchase From Employee (or Relative of Employee) – NEW form to be used in those limited instances where due to the unique nature of the good or service it is deemed in the best interests of the University to make the purchase from the employee.  Any such purchases shall be made only if the cost is less than from any other known source.

2. Purchase of Used Equipment – NEW form to be used in those limited instances when the procurement of previously used equipment is found to be necessary or advantageous to the University. Equipment that is used may include refurbished, demonstration or “demo” units, or used equipment supplied with the same warranty as new equipment.   

A contract is required when we secure a block of hotel rooms.  A contract or simple banquet order is required when we secure room rental/AV services/catering with a venue for an event.  Allow 4 weeks in advance of the program to provide sufficient time for full execution of contracts. 

Standard Hotel Agreement

The Standard Hotel Agreement found here is the preferred template for contracting with a hotel.

The Standard Hotel Agreement contains clauses that:

• are standard clauses found in most Hotel Agreements;

• protect the university from unmanageable risk or unforeseen liability; and

• comply with the Board of Regents’ Rules and Regulation and State of Texas law.

Only an individual with a written delegation of authority from the President of the University may execute and deliver contracts on behalf of the university. Therefore, a university contract without an authorized signature may be invalid and unenforceable and may create individual liability for the unauthorized signer.

Standard hotel agreements can be created when needed.

Simple Catering/Banquet/Hotel Agreements

Simple room, banquet, or catering agreements can be used as long as they are for amounts under $15,000 and certain items are not included, or are marked out and initialed by both parties.

Non-standard Hotel Contracts

The hotel’s contract will be forwarded to Contracts and Grants for signature. Please note that this process can take up to 4 weeks.

They will need to sign via DocuSign. If vendor has DocuSign issues, please submit a General Help Request immediately. A fully signed contract must be in place before vendor can be paid.

To request a Purchase Order or Contract that includes a deposit or prepayment, please note:

• Completed Prepayment Form (unsigned) must be attached to your Purchase Order Request or Contract Request

• Any goods or services requiring a prepayment or deposit must include the Refund of Deposit Clause on either the Purchase Order, Contract, or vendor invoice:

  • Refund of Deposit/Prepayment.In the event this Agreement is canceled by <vendor name> for reasons not attributable to The University of Texas at Austin (university) or if canceled by the university for default of performance by <vendor name> or Force Majeure, then within 30 days after termination, <vendor name> will reimburse the university for all advance payments paid by the university to <vendor name> that were (a) not earned by <vendor name> prior to termination, or (b) for goods or services that the university did not receive from <vendor name> prior to termination.

✏️ This is the 'Prepayment or Deposits' tab. Start typing to add content, or click 'Publish'/'Update' to view the final result.

All purchases made by funds of the University of Texas at Austin are governed by general purchasing terms and conditions available here: https://utexas.app.box.com/v/order-terms-1

The university prefers not to agree to:

• Non-refundable deposit

The university will not agree to any of the following:

Please refer to Search for Vendor in UT Payment System to make sure you have made all necessary vendor-related provisions well in advance of a program.

All exception requests will require completion of the Non-Compliant Purchase Form as of 08/01/2024. If any attribute of your procurement method violates university policy, you will need to complete the Non-compliant Purchase Form to include with your request.

Repeated failure to ensure university policies are adhered to will cause purchasing requests to be denied and abilities to be revoked.