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