Consultant Process Updates and Revisions
The consultant process has undergone significant changes, including the renaming of forms, updates to agreement sections, removal of unnecessary steps, and the requirement for submission of an invoice along with the Confirmation of Consultant Services form. The procedures now focus on approving consultants aligned with school plans and ensuring all fields are completed for processing consultant packets.
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Changes Renamed Consultant P.O. Update form to Confirmation of Consultant Services form. Added space to record event date NEED to attached invoice for both ONE time and MULTIPLE payments Updated Consultant Agreement Form Section 5:revised to include Confirmation of Consultant Services form and consultant invoice. Consultant Agreement Process Check Off Removed section 6: Z- comments Merged instructions for one time payment with multiple payment instructions. Pre-encumbering requisition Removed instructions for Z comments Made invoice to follow mandatory Justification Form Justification forms are no longer a requirement. (See below) Procedures have been revised, only approve consultants that are called out in the school plans.
Check Off List Previous Version Revised 7/2015
Consultant Agreement Revision 5/2015 Revision 7/2015
Memorandum Form All fields must be completed for consultant packet to be processed. Information on this form will be reviewed by the Board of Education. See Attached is an unacceptable entry.
Requisition Previous New Invoice to follow is now standard on all requisitions. Removed signature lines for consultant & principal.
Updated Form Consultant P.O. Update Form Confirmation of Consultant Services
Invoice Invoice Template ALL consultants must submit an invoice Invoice must be attached to the Confirmation of Consultant Services form. Invoice templates are available on the CBO s website for consultant who may not have their own invoice system.
Consultant Process Flow Previous Process New Process Changed what the school receives Included C.C.S. form and invoice info. Combined steps for one time and multiple payments
