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How to Acquire Professional Services  
 
Summary: Professional services are performed by companies such as corporations, firms, partnerships, and sole proprietors. UCSD can control only the end result of these services, not the way the contractors perform them.

Before you start the steps below, please review Independent Contractor/ Consultant Overview and Independent Contractor/ Consultant Guidelines.
What to do How to do it
1 Complete a High Value Purchase Requisition, regardless of the total cost of the service.
  1. If you have a user ID and password, access FinancialLink to complete your High Value Purchase Requisition.
  2. Please see High Value Purchase Requisition for Professional Services for detailed information on completing your requisition.
Note: If you need a user ID, please see How to Get a User ID. If another person in your area is responsible for preparing your requisition, please provide that individual the necessary information.

2 Submit documentation to Purchasing.
  1. Include any of the following for Purchasing review:
    • Quotes
    • Service agreements
    • Engagement letters
    • Letters of Intent
  2. Write the requisition number on all pages of documentation.
  3. Send documentation to Patrick Little, Mail Code 0914, or fax to (858)534-5803.


Questions? Contact Patrick Little, (858) 534-4439.


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Last reviewed/updated on May 23, 2007 (see more info)
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