How To Complete The Contracting Out Rationale Form

Jasmine Montilla
25 steps
5 minutes

Kualibuild

Ucsd

Oracle Cloud

Navigate to [https://blink.ucsd.edu/buy-pay/contract-svcs/covered-services/cs-faq.htmlf](https://blink.ucsd.edu/buy-pay/contract-svcs/covered-services/cs-faq.html)\ for additional information, update to date guidelines, and resources for in house UCSD department support.

Click "What is the “Contracting Out” procedure?"

Click "Approved Contracting Out Rationale form" to access the KauliBuild form. Please note this form is not intended for catering orders or orders through Concur.

To submit a Contracting Out Rational (COR) form click the "Requisition Number" field. This is an optional field because some department requestors are familiar with the process and request the form prior to the Oracle Requisition submission. However, if you have already submitted and the form was requested please enter the associated number here for faster processing.

Click the "Service Provider/Supplier" field and enter the name of the proposed vendor.

Click the "Total Dollar Value" field. This should include only the non-covered spend. If your proposed vendor lumped all of the payments into one line it may help to have this revised.

Click here to enter a comprehensive scope of work.

Click this dropdown to access a list of SX & EX applicable job titles. The Total UC Cost required by the vendor will automatically populate. If you are unsure about the correct title

Click "Select a File" to upload a detailed Quote or Invoice.

Click the carve outs provided from the in-house UCSD department.

Click here to enter additional comments. Please use this field to note additional information such as what are the supplier's specialized skills, materials, or training requirements not avaiable within the University.

If needed, please upload additional supporting documentation here.

Click here to Discard the request.

Click here to Save the request. This helps if the department is still gathering information.

Click here to submit the request.

An email notification will arrive in your inbox and Labor Relations will receive an email for review.

There are parallel routes in the workflow to reduce rework and process defects.

If Labor Relations has questions about your request they will send the request back with additional details.

If approved a PDF copy will be sent to the requestor's email address. Please download the file to reattach it in Oracle Procurement.

To ensure accurate reporting and transparency please select the Covered Services checkbox on a requisition form.

To upload an attachment select the Plus button.

Double-click this dropdown to select Miscellaneous. This will ensure the COR form is sent to the Buyer.

Click the "File Name" field to select your downloaded COR form.

Click the "Title" field and modify the name.

Click the "Description" field to provide additional details such as "Contracting Out Rational Form approved by Labor Relations"