Purchasing (hiring) professional services

When you need to purchase (hire) professional services:

InBearBUY(link is external), go to:

  • > Forms > Organization Forms >(Service Order Request Form)

Required documents/attachments may include:

  • Source/Selection Justification
  • Classification Worksheet for Federal Tax Purposes(formerly known as the Pre-Hire Worksheet)
  • Conflict of Interest Certification Form
  • Insurance Certificate(depending on the project, the certificate must name “The Regents of the University of California” as additionally insured. Check out the link to the UCOP policy-BUS 63 for additional help on what is required.)
  • Statement of Work

RELATED SITES

Supply Chain Management's Required PO Documents(link is external)

Professional Services (link is external)defined

Berkeley Risk Services(link is external)

BUS 34(link is external) - Securing the Services of Independent Consultants

BUS 77 (link is external)- Independent Contractor Guidelines

BUS 43(link is external) - Part 3: Purchase Transactions

BUS 63 (link is external)- Insurance Requirements and Certificates of Insurance