Categories
Purchasing and Accounts Payable

Consulting Services

Mason has awarded 32 contracts for consulting services for a wide range of services, including but not limited to, business consulting, financial consulting, academic consulting, etc. A complete list of contracts, including pricing and contact information, can be found here: https://fiscal.gmu.edu/wp-content/uploads/GMU-1827-23-Fiscal-Website-Consulting-Vendors-6.22.23.pdf.

When services are required, consideration should be given to these contracts/contractors. The requirements for obtaining a Scope of Work (SOW) from a contract vendor are as follows:

  1. $100,000 or less, you would obtain one SOW from one of the contracts/contractors on the list.
  2. Above $100,000 you are encouraged to obtain two SOW’s from two separate contracts/contractors and move forward with the SOW that best meets your requirement.
  3. The additional forms for Consulting Not Under Contract are not needed when using a contracted vendor.

 

Follow the outline below based on the total cost of service. Additional information on utilizing eVA procurement is available here. 

Consulting Services – up to $100,000

  1. Obtain a Proposal for Services from the consultant or contractor. Vendors may complete the Statement of Work Template. Note: The attached statement of work should include a price quote and all expenses, including travel, if applicable.
  2. Complete the Cost/Price Analysis for Contracted Services and attach it to the eVA Requisition.
  3. Complete the Employee/Contractor Evaluation and attach it to the eVA Requisition. Note: This form is used only for individuals, not companies. If George Mason University has never paid this contractor or consultant before, the contractor or consultant must submit a Substitute W-9 form for tax purposes before the purchase order will be issued. Do not attach the W-9 Form to the Purchase Requisition.
  4. Complete an eVA Purchase Requisition for the total amount. If the consultant will be paid over an extended period of time, the entire amount the consultant is expected to receive should be entered as the total amount. For example: To pay a consultant $1,000 per month for one year, the total amount of the eVA Requisition should be $12,000. Expenditures of $25,000 or more from any fund beginning with a “2” require approval from the Office of Sponsored Programs.
  5. Submit the eVA Purchase Requisition and accompanying documentation for the purchase.

Consulting Services – Over $100,000 – Up to $200,000

  1. Obtain three vendors quotes, of which two are from a Small, Women or Minority-owned vendor (SWAM),
  2. If a particular consultant is the only one that can perform the services and the competition is impracticable or unavailable, complete the Sole Source Procurement Approval Request form. 
  3. Obtain a Proposal for Services from the consultant or contractor. Vendors may complete the Statement of Work Template. Note: The attached statement of work should include a price quote and all expenses, including travel, if applicable. 
  4. Complete the Cost/Price Analysis for Contracted Services and attach it to the eVA Requisition.
  5. Complete the Employee/Contractor Evaluation and attach it to the eVA Requisition. Note: This form is used only for individuals, not companies. If George Mason University has never paid this contractor or consultant before, the contractor or consultant must submit a Substitute W-9 form for tax purposes before the purchase order will be issued. Do not attach the W-9 Form to the Purchase Requisition.
  6. Complete an eVA Purchase Requisition for the total amount.  If the consultant will be paid over an extended period of time, the entire amount the consultant is expected to receive should be entered as the total amount. For example: To pay a consultant $1,000 per month for one year, the total amount of the eVA Requisition should be $12,000. Expenditures of $25,000 or more from any fund beginning with a “2” require approval from the Office of Sponsored Programs.
  7. Submit the eVA Purchase Requisition and accompanying documentation for the purchase.

Consulting Services  – more than $200,000

  1. Formal competition is required through the Request For Proposal process. To begin the process fill out and submit a Solicitation Prep Form. Steps 2 – 7 below will not be applicable at this point.
  2. If a particular consultant is the only one that can perform the services and the competition is impracticable or unavailable, complete the Sole Source Procurement Approval Request form. 
  3. Obtain a Proposal for Services from the consultant or contractor. Vendors may complete the Statement of Work Template. Note: This statement of work should include a price quote and all expenses, including travel, if applicable.
  4. Complete the Cost/Price Analysis for Contracted Services and attach it to the eVA Requisition.
  5. Complete the Employee/Contractor Evaluation and attach it to the eVA Requisition. Note: This form is used only for individuals, not companies. If George Mason University has never paid this contractor or consultant before, the contractor or consultant must submit a Substitute W-9 form for tax purposes before the purchase order will be issued. Do not attach the W-9 Form to the Purchase Requisition.
  6. Complete an eVA Purchase Requisition for the total amount.  If the consultant will be paid over an extended period of time, the entire amount the consultant is expected to receive should be entered as the total amount. For example: To pay a consultant $1,000 per month for one year, the total amount of the eVA Requisition should be $12,000. Expenditures of $25,000 or more from any fund beginning with a “2” require approval from the Office of Sponsored Programs.
  7. Submit the eVA Purchase Requisition and accompanying documentation for the purchase.