Contracts Administration

Cobblestone Contract Insight Login

The new Contract Administration process was approved and went live on April 15, 2015.

The goals of the initiative are to:

process contracts in a timely and cost effective manner
maintain standard contract templates for use across campus
provide constructive input on legal contract documents relating to purchasing items, conditions, indemnification, intellectual property, etc.
manage complex processes across functions, including legal and risk
address vendor performance issues
manage the contract tracking software

Independent Contractors

Changes to current process implemented for 2017 services

Classification will be determined by the Tax Department
Revised checklist for services performed in 2017 (see link below)

https://www.smu.edu/BusinessFinance/OfficeOfBudgetAndFinance/TaxCompliance/IndependentContractorDetermination

Section A - Drop down features for some fields on electronic form
Sections B and C - Changes to questions
Section D – Statement of work required
Section D – Specific dates of services require that if a date range is entered that the number of times worker will be used, estimated dates of service and total expected costs must be provided

A statement of work is a document that lists the project-specific activities, deliverables, and timelines for an individual providing service to SMU. Below are tips to writing a statement work and also an optional statement of work template.

Tips - Writing a Statement of Work

Statement of Work Template

Review the SMU Policy

Policy on Contracts and Commitments

A central contract lead will facilitate the process for specific areas on campus. These identified employees are called Contract Leads and will receive specialized training on the administration software and best practices. They will also become part of a community of practice to share information and learn from each other. Contract leads will work with their area to process and track the contracts.

Contract leads are identified as:

Athletics	Mariah Chappell Kris Harris - Athletic Facilities
Business Finance	Sandra Tefft - Office of Facilities Planning and Management Shannon Brown - Director of Purchasing Abigail Smith - Campus Services Tamara Hurdle - Campus Services
Cox School of Business	Catherine Collins
Dedman College	Cindy Havens
Dedman School of Law	Betty Alexander Joelyn Crisp - Deason Justice Center
Development and External Affairs	Cchea Nugent
Lyle School of Engineering	Dee Dee Conway Jason Bradberry
Meadows School of the Arts	Corinna Nash-Wnuk Patrick Jeffreys - DataArts
Meadows Museum	Bridget Marx Anne Lenhart Robin Linek
Moody College	Jean Nixon
Office of Information Technology	George Finney Jacqueline McKethan
Office of Research Administration	Shanteria Horton
Perkins School of Theology	Reba Gram Andy Keck Teresa Rosado (Perkins Chapel)
Provost	Daniel Eady Kimberly Rutigliano (CAPE)
Simmons School of Education and Human Development	Becky Hood Kathryn Canterbury (Research) Pamela Bailey (Core)
SMU Libraries	Scott Martin Breanna Webb
Student Affairs	Reyna Munoz Jennifer Post (RLSH) Scott Nelson (RLSH) Michael Hogan (Health Center) Bonnie Hainline (Dedman Rec)
Treasurer	Dianne Jopling