Policies and Forms

Policies

• BUS 34: Securing the Services of an Independent Consultant
• BUS 43: Materiel Management
• BUS 63: Insurance Requirements/Certificates of Insurance
• BUS 77: Independent Contractor Guidelines
• G-39: Conflict of Interest Compendium of Policies
• G-28: Policies and Regulations Governing Travel

Forms

• Strategic Sourcing Standard RFP
• Strategic Sourcing Standard Agreement
• Software License and Support Agreement
• University of California Standard Lease Agreement
• *Independent Consultant Agreement (ICA)
• *Professional Services Agreement (PSA)
• Business Information Form (BIF)
• University of California Terms & Conditions of Purchase (Appendix A)
• University of California Terms & Conditions of Equipment Lease (Appendix F)
• University of California Additional Terms & Conditions – Data Security (Appendix DS)
• University of California Special Terms & Conditions for Maintenance (Supplement 2)
• University of California Special Terms & Conditions for Federal Government Contracts (Supplement 5)
• Special Terms & Conditions for Purchase of Commercial Items or Commercial Components on a Fixed Price Basis (Supplement 5.1)
• Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transactions (Exhibit A)
• Certification And Disclosure Regarding Payments To Influence Certain Federal Transactions (Exhibit B)
• Certification Regarding Debarment, Suspension, Proposed Debarment, And Other Responsibility Matters (Exhibit C)

*Please refer to the Management & Training link for ICA and PSA expenditure pre-approval processes and forms.