U N I V E R S I T Y O F C A L I F O R N I A
BERKELEY • DAVIS • IRVINE • LOS ANGELES • MERCED • RIVERSIDE • SAN DIEGO • SAN FRANCISCO
SANTA BARBARA • SANTA CRUZ
SENIOR VICE PRESIDENT—
BUSINESS AND FINANCE
OFFICE OF THE PRESIDENT
1111 Franklin Street
Oakland, California 94607-5200
September 4, 2002
VICE CHANCELLORS - ADMINISTRATION
DEPUTY DIRECTOR BENSON
ASSOCIATE DIRECTOR MARQUEZ
ASSOCIATE DIRECTOR TULK
RE: University Guidelines on Contracting for Services
Attached are updated University Guidelines on Contracting for Services. These Guidelines reflect the recommendations of the systemwide committee which Senior Vice President Mullinix appointed last fall and the management review completed by all campuses. As many of you are aware, existing Guidelines have been in effect since 1986 and were previously applicable only to service areas such as custodial, garage, food, and similar maintenance and housekeeping areas. As part of the University's ten year report on contracting for services, which we submitted to the Legislature last year, we indicated that we planned to review and update the 1986 Guidelines to assure that they continue to meet the University's programmatic and operational needs.
The revised Guidelines acknowledge the circumstances under which the University may need to contract for services and which may result in the displacement of University staff. The criteria for making such decisions are noted, including business and financial necessity, for example, or the lack of adequate internal expertise to meet service requirements. The revised Guidelines require compliance with the specific provisions of personnel policies and/or collective bargaining agreements that apply to the particular employee group affected. Additionally, a process is outlined for notification and review by the Office of the President for those contracts exceeding $100,000 per year.
At this time I would like to thank the members of the Contracting for Services Committee that provided their review, campus perspective, and overall valuable insight in the development of these Guidelines.
Please contact Director Stan Kowalski, Constituent and Legislative Coordination, Human Resources and Benefits at (510) 987 0826 if you have any questions regarding this information.
Joseph P. Mullinix
Senior Vice President
cc: President Atkinson
Members, President's Cabinet
Medical Center Directors
Vice President Broome
Vice President Hershman
Associate Vice President Boyette
Assistant Vice President Arditti
Assistant Vice President Obley
Executive Director Cieszkiewicz
Chief Human Resource Officers
Contracting for Services Committee Members