Type of Transaction
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Funding or Item Type
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Guidelines (PDF)
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Standard purchase orders — goods or services
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Non-federal funding
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University of California Terms and Conditions
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Maintenance & repair of physical plant
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University of California Terms and Conditions and Supp. 2, Special T&C for Maintenance
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Rental or operating leases
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UC BUS-43, App. F, Terms & Conditions of Equipment Lease
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Capital leases
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A lessor from the UCOP Master Lessor List is required |
Purchase orders funded by federal grants/ cooperative agreements. Subawards handled by Office of Contracts & Grants Admin. (OCGA)
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University of California Terms and Conditions and Supplement A110 (from OMB Circ. A110)
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Purchase orders funded by federal contracts
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Commercial item per FAR 2.101 |
University of California Terms and Conditions and Supp. 5.1, Special T&C for Purchase of Commercial Items
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|
Non-commercial item |
University of California Terms and Conditions and Supp. 5.2, Special T&C for Purchases of Services or Noncommercial Items Under Fed. Govt. Contracts
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- Subcontracts flow-down requirements from prime award
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Subcontract document |
Strategic Sourcing (SS) agreements
- If standard T&C are not covered in agreement
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Non-federal funding
|
SS agreement and University of California Terms and Conditions
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- If federal grant/ cooperative (SS) agreement
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SS agreement, University of California Terms and Conditions and Supplement A110 (from OMB Circ. A-110)
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- If federal contract & commercial item
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Commercial item |
SS agreement, University of California Terms and Conditions and Supp. 5.1
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- If federal contract & not commercial item
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SS agreement, University of California Terms and Conditions and Supp. 5.2, Special T&C for Purchases of Services or Noncommercial Items Under Fed. Govt. Contracts
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Independent consultant agreements
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Standard independent consultant agreement
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Federal grant
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Standard independent consultant agreement and Supplement A110 (from OMB Circ. A-110)
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Federal contract
|
Standard independent consultant agreement and Supp. 5.2, Special T&C for Purchases of Services or Noncommercial Items Under Fed. Govt. Contracts
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Professional services agreements (not for construction)
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Standard professional services agreement
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Federal grant
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Standard professional services agreement and Supplement A110 (from OMB Circ. A-110)
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Federal contract
|
Standard professional services agreement and Supp. 5.2, Special T&C for Purchases of Services or Noncommercial Items Under Fed. Govt. Contracts
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