1234 - University of North Carolina at Chapel Hill Policy on Contractual Services



This policy is to clarify the different types of services and the procurement policy for each.

Scope of Applicability

All University Faculty and Staff involved in requisitioning of services.


Policy Statement

There are three categories of contractual services as they apply to University purchasing rules and procedures: general services, consultant services, and personal services.

General services such as janitorial services or maintenance agreements are subject to obtaining competitive quotations or bids as outlined in Finance Policy 1231 - University of North Carolina at Chapel Hill Policy on Solicitation of Quotations, Bids, and Proposals. These services are purchased by submitting a requisition to Purchasing Services.

Consultant services are defined as work or tasks performed either by individuals (who are considered Independent Contractors) or by companies possessing specialized knowledge, experience, expertise, and professional qualifications to investigate assigned problems or projects and to provide counsel, review, analysis, or advice in formulating or implementing improvements in programs or services. This includes but is not limited to the organizing, planning, directing, controlling, evaluating, and operating of a program, agency, or department. Consultant services are procured through Purchasing Services, are normally acquired under competitive purchasing procedures, and must be approved by the Governor or designee before a Request for Proposal is issued or approval for a sole source contract is sought. The designee at the University is the Vice Chancellor for Finance and Operations.

Personal services are provided on a temporary or occasional basis by a professional individual using their professional skills to perform a professional task. Examples include services provided by a doctor, dentist, attorney, architect, professional engineer, scientist, performer of the fine arts or similar professions, referee for athletic events, workshop or conference speaker and programmer. Individuals who perform personal services are considered Independent Contractors. Prior approval must be obtained from Disbursement Services before engaging an Independent Contractor (see Finance Policy 708 - University of North Carolina at Chapel Hill Policy on Independent Contractor).

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Article ID: 131429
Thu 4/8/21 9:08 PM
Mon 8/9/21 4:10 PM
Responsible Unit
School, Department, or other organizational unit issuing this document.
Finance and Budget
Issuing Officer
Name of the document Issuing Officer. This is the individual whose organizational authority covers the policy scope and who is primarily responsible for the policy.
Issuing Officer Title
Title of the person who is primarily responsible for issuing this policy.
Director of Purchasing Services
Next Review
Date on which the next document review is due.
12/09/2021 12:00 AM
Last Review
Date on which the most recent document review was completed.
12/09/2020 3:15 PM
Last Revised
Date on which the most recent changes to this document were approved.
12/09/2020 3:15 PM
Effective Date
If the date on which this document became/becomes enforceable differs from the Origination or Last Revision, this attribute reflects the date on which it is/was enforcable.
12/09/2020 3:15 PM
Date on which the original version of this document was first made official.
07/01/2003 12:00 AM