Professional Services Defined: Highly specialized functions, typically of a technical nature, performed by a supplier that, with respect to the services to be rendered, most commonly:
- Has a professional license;
- Licensed by a regulatory body; and/or
- Able to obtain professional errors and omissions insurance.
Consulting services are generally not professional services unless the services are required to be performed by State-licensed persons.
Consult with Lynn Tran for any services over $100,000 as they may require competition by law.
Examples of Professional Services:
- Medicine and related medical services
- Legal
- Accounting
- Architectural
- Engineering services
How to hire a Professional Service Provider:
- Use the following Form in BearBuy: “Independent Contractor and Consultant Services”.
- The unit should attach the following required PO Documents to the Form as directed in BearBuy:
Required documents from the Department:
- Source Selection & Price Reasonableness Justification form
- Pre-Hire Worksheet for individuals
- Statement of Work (outlines the relationship of the scope of the work, deliverables, time period, and fees to build a guide for establishing a breakdown of fees and a payment schedule)
- An approval and a chart string
Required documents from the Supplier:
- UC Substitute W9 form (New Suppliers/Individual Supplier wishing to do business with UC Berkeley must complete this form.)
- Insurance
- Conflict of Interest
- Supplier’s proposal
- Other Considerations:
- Professional Services: If a professional license is required for the nature of the work to be accomplished (e.g., doctor, lawyer, architect):
- Obtain a copy of the professional license
- Additional insurance requirements will apply: Errors & Omissions and/or Professional Liability and/or Malpractice (when teaching students or operating on patients)
- Services Performed on UC Property: Determine the amount of services that will be performed by the Supplier on campus.
- See Special Considerations for additional potential issues.
- The Buyer will use the above documentation to create an Independent Contractor Agreement, which will be signed by the Buyer and the Independent Contractor.
For more information, see Finance Bulletin: BFS-BUS-43 Materiel Management (link is external).