UCSF home page UCSF home page About UCSF Search UCSF UCSF Medical Center
UCSF navigation bar

How to Acquire Professional Services

Summary: Professional services are performed by companies such as corporations, firms, partnerships, and sole proprietors. UCSF can control only the end result of these services, not the way the contractors 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

1. Complete a Purchase Requisition, regardless of the total cost of the service.

a. Download the Purchase Requisition Form.

b. If you have not prepared your Statement of Work, prepare it now (Statement of Work Guidelines ).

c. Complete the Purchase Requisition form. See detailed instructions on completing the form, if necessary.

d. Obtain Department Administrative Approval.

2. Submit the Purchase Requisition and documentation to Purchasing. a. Include any of the following, if applicable, for Purchasing review:

  • Quotes
  • Service agreements
  • Engagement letters
  • Letters of Intent
  • Sole Source Justification
  • Certificates of Insurance
  • Conflict of Interest Disclosures (e.g. Employee-Vendor)

b. Write the requisition number on all pages of documentation.

c. Send documentation to Purchasing, Box 0910, or fax to (415) 502-3031.

   

Need an expert? Please contact David Pendergast at (415) 514-9649.