How to Acquire Personal Services
Summary: Personal services are infrequent, technical, or unique functions performed by individuals. UCSF can control only the end result of these services, but not the way the individuals perform them.
Before you start the steps below, please review Independent Contractor/ Consultant Overview and Independent Contractor/ Consultant Guidelines
| What to do |
How to do it |
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| 1 | Complete the Pre-Hire Worksheet | Download and complete the Pre Hire Worksheet form. |
| 2 | Depending on the results of the form, take one of these steps: | a. If the form indicates a contractor relationship, go to Step 3.
b. If the form indicates an employee relationship, contact your Department's personnel contact or Human Resources to initiate the hiring process. c. If the form indicates that the proposed vendor is a University employee, please see Employee-Vendor Relationships. |
| 3 | Complete a Purchase Requisition, regardless of the total cost of the service. | a. Download the Purchase Order Requisition Form.
b. If you have not prepared your Statement of Work, prepare it now (Statement of Work Guidelines). c. Complete the form. See detailed instructions on completing the form, if necessary. d. Obtain Department Administrative Approval. |
| 4 | Submit documentation to Purchasing. | a. Include the following forms (required):
b. Include any of the following, if applicable, for Purchasing review:
c. Write the requisition number on all pages of documentation. d. Send documentation to Purchasing, Box 0910, or fax to (415) 502-3031. |
Need an expert? Please contact David Pendergast at (415) 514-9649