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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

 

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