THE UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
ISSUED DATE: 09/17/00
LOGISTICS/ACQUISITION OPERATING PROCEDURES
REVISED DATE: 08/27/07
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2
PROCUREMENT
SUBJECT
2.50
PROFESSIONAL SERVICES
GENERAL INFORMATION
This procedure is issued to establish effective guidelines for the purchase of Professional Services consistent with applicable
laws and regulations.
AUDIENCE
Applicable to all Procurement Staff and designated Satellite Buyers.
GUIDELINES
1.
Definition: Professional Services mean services in the following categories:
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Accounting
Architecture
Land Surveying
Medicine
Optometry
Professional Engineering
Real Estate Appraising
Or persons in connection with professional employment or practice who are licensed as:
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2.
Certified Public Accountant
Architect
Land Surveyor
Medical Practitioner (e.g. Dr., RN, PA, etc.)
Optometrist
Professional Engineer
State Certified or State Licensed Real Estate Appraiser
Selection of Vendor (except for Architects, Engineers, or Surveyors)
A.
The selection of a Vendor of professional services can not be made on the basis of competitive bids, but is
instead based on competitive selection
B.
The competitive selection and award of a Vendor for professional services shall be made:
 On the basis of demonstrated competence and qualifications to perform the services
 Fair and reasonable price.
C.
The professional fees under the contract:
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3.
Must be consistent with and not higher than the recommended practices and fees published by the
applicable professional associations
May not exceed any maximum provided by law.
Selection of Architects, Engineers or Surveyors
A.
In selecting a Vendor of architectural, engineering, or land surveying services, a UTMB shall:
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B.
If a satisfactory agreement cannot be negotiated with the most highly qualified Vendor:
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C.
Select the most highly qualified Vendor of those services on the basis of demonstrated competence and
qualifications; and
Attempt to negotiate with that Vendor an agreement at a fair and reasonable price.
Formally end negotiations with that Vendor
Select the next most highly qualified Vendor
Attempt to negotiate an agreement with that Vendor at a fair and reasonable price
UTMB shall continue the process described in Subsection B, above to select and negotiate with Vendors
until an agreement is entered into.
4.
Selection: The requesting Department shall complete the “Professional Services Request Form” (ref. Attachment A)
to aid and document the selection and award of the requested professional service.
5.
Professional Services Agreement
6.
A.
All Professional Services shall be procured via a Professional Services Agreement between UTMB and the
Vendor.
B.
The Professional Services Agreement shall be in the form prescribed by UTMB’s Department of Legal
Affairs.
C.
The Professional Services Agreement shall be reviewed and approved by UTMB’s Department of Legal
Affairs and executed by the Vice President Finance.
Purchasing and HUB Review
Prior to solicitation, evaluation and award, all requests for Professional Services that meet the requirements
established under Logistics/Acquisition Procedure 2.33, “Procurement Review Process”, shall be reviewed by the
responsible Purchasing Supervisor/Manager and the HUB Program Coordinator.
7.
Processing of a Request for Professional Services
The requesting Department must select a Vendor, as prescribed above, and then submit the “Professional Services
Request Form” to Logistics/Acquisition for review and approval. If approved, the procurement Staff member who
approved the request shall forward the request to the Department of Legal Affairs for Contract development and
execution.
Legal Affairs will maintain the Contract file. Logistics/Acquisition may process Purchase Orders for payment
purposes only.
EXCEPTIONS
There will be no exceptions unless by formal addendum to this procedure or other formal written exception by the Chief
Purchasing Agent.
REFERENCES
Logistics/Acquisition Procedure 2.10 (Best-Value Procurement)
Logistics/Acquisition Procedure 2.33 (Procurement Review Process)
Government Code, Chapter 2254
2.50
Professional Services
Approved: ________________________________________
Jeffery Bonnardel, C.P.M.
Chief Purchasing Agent
Attachments:
A – Professional Services Request Form