Transcript UNIVERSITY OF IOWA BUSINESS PROCESSES SERIES

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2010 Budget Officers Meeting
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Professional Services Agreement
Sherri Dusenbery
Purchasing Department
Marianne Stratton
Katie Villhauer
Payroll Office
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2010 Budget Officers Meeting
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 Services Rendered
 Unique in nature
 Technical and/or functions performed by individual
qualified by education, experience or technical ability
 Intellectual in character – but does not require license
 Specific in project nature, not a continuing or ongoing
responsibility of the institution
 Payment
 Vendor
 Individual
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2010 Budget Officers Meeting
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Department has need for
Professional Services
Is service provider
a Vendor or an Individual?
Vendor Payment
Process
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2010 Budget Officers Meeting
Individual Payment
Process
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Cost $5000 or
greater?
Yes
Cost $25,000
or greater?
Yes
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2010 Budget Officers Meeting
No
No
Department submits PReq,
Professional Services
Agreement (PSA) signed
by service provider, and
Statement of Work (SOW)
Department submits
PReq, Statement of Work
(SOW) and PSA signed by
Service Provider, if a
contract is formed.
Competitive Bid
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 Criteria
 Paid by Federal Employer Tax ID Number
 Requirement
 Statement of Work
 Requisition
 Project $5000 or greater
 Professional Services Agreement
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Yes
Cost $5000 or
greater?
Department prepares
Services eVoucher and
sends to Payroll in
Workflow
Department prepares
paper Payroll voucher and
sends to Payroll
Payroll reviews
for employment
status
No
Yes
Void Form
Submit HR Form
Payroll reviews
for employment
status
Yes
Void Form
Submit HR Form
No
No
Cost $25,000 or
greater?
Yes
No
Competitive Bid
The University of Iowa
2010 Budget Officers Meeting
Accounts
Payable
processes
eVoucher for
payment
Purchasing Agent
instructs Department to
submit PReq, Professional
Services Agreement (PSA)
signed by service provider,
and Statement of Work
(SOW)
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 Paid by a valid Social Security Number or
Individual Tax Identification Number
 Project is $4,999 or less
 Complete Service Voucher via e-Voucher
 Routes post org to Payroll Office in Workflow to test for
employment
 Project is $5,000 or greater
 Paper Payroll Voucher
 Payroll reviews to test for employment
 If paid through Payroll Office, submit on HR form
 If not considered an employee, the following are needed
 Professional Services Agreement
 Statement of Work
 Requisition
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2010 Budget Officers Meeting
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Department prepares
paper Payroll voucher and
W-8BEN sends to Payroll
Payroll Reviews for
Appropriate Tax
Withholding
Cost $5000 or
greater?
Purchasing Agent
reviews voucher and
gives it to Accounts
Payable
No
Yes
Accounts Payable
enters voucher and
processes payment
Cost $25,000 or
greater?
No
Yes
The University of Iowa
2010 Budget Officers Meeting
Dept submits PReq,
Professional Services
Agreement (PSA) signed
by service provider, and
Statement of Work (SOW)
Competitive Bid
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 Does not have or will not provide a valid Social
Security Number or Individual Tax Identification
Number
 Complete paper Payroll Voucher and W-8BEN
 Appropriate tax withholding
 Payment is made through Accounts Payable
 Projects $5,000 or greater
 Professional Services Agreement
 Statement of Work
 Requisition
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 Contacts
 Purchasing – Sherri Dusenbery, 335-1207
 Payroll – Marianne Stratton, 335-2420
Katie Villhauer, 335-2380
 Web
 http://www.uiowa.edu/~purchase/purchase/psahome.htm
 http://www.uiowa.edu/hr/payroll/contractors/index.html
 Questions
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2010 Budget Officers Meeting
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