Privacy & Security Review of Contracts: Requester Due Diligence Questionnaire

Effective immediately [03/04/15], the MCCCD Office of the General Counsel has updated the contract review process to include an additional form called the Requester Due Diligence Questionnaire. This is due to a review of the privacy and security of all contracts.  The form is located on the privacy/security website: (login with MEID & password), right-hand side, under the Security & Privacy Document Library.  Furthermore, this website includes the existing Risk Assessment Form that is to be included also.

This process change is effective for all contracts needing General Counsel approval [signature] including, but not limited to: Contracts for Professional Services (53210), Software License Contracts (53920 or 54101), and Maintenance Agreement Contracts (53120).  Contracts that do not need to go to Legal [for signature] do not require either form.  This process change is noted in more detail in the below attached PDF email.  Please contact your Fiscal Agent with any follow-up questions.

Privacy and Security Review of Contracts.pdf

Contracts for Professional Services

When a Contract for Professional Services form is required (see limits chart below), the instructions for completing the contract can be found on Legal's website.

Listed below is a quick checklist:

  • Has the vendor signed the contract?
  • Is the individual/company set up as a supplier in the CFS system?  If not, please have them complete a Vendor Registration form or a W9.
  • Has a CFS requisition been created?
    • Requisition must include: Contract Number, RFP Number (if applicable), Description of Services, and Payment Schedule.
  • Has the CFS requisition number and department information been entered on the last page of the contract?

Note: Contracts with original signatures are required.  Copies are not accepted.  The approved Contract for Professional Services is not an authorization for payment.  Invoices are required from the vendor upon completion of services for payment.

Effective FY2014/15, the Contracts for Professional Services Limits have increased.  The new limits are shown in the FY2014/15 Contracts for Professional Services Limits chart.

FY15 Contracts for Professional Services

As per the footnotes in the chart, below is the additional documents that are referenced:

Footnote # Referenced Document Name Format
1 Purchasing Procedures Manual, Section 309.3: Contracts for Professional Services PDF
2 Legal Services, Contracts for Professional Services section PDF
2 Legal Services, Instructions for Completing a Contract for Professional Services PDF
2 Legal Services, Contract for Professional Services form Word
2 Legal Services, Contract for Professional Services amendment form Word
3 Purchasing Procedures Manual, Section 303: Competitive Sealed Proposals (RFP Process) PDF

Other Contracts:

  • If there are terms and conditions associated with any service that requires an acceptance signature, regardless of the amount, it needs to go through Legal for approval.

  • A requisition should be created by the requesting department to correspond with the contract, including description of services, dates of service and contracted cost.

  • Upon approval of the contract by Legal, a PO is established by District Purchasing and mailed to the supplier.