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System Status: 

Services - Financial

Stretch your department dollars by taking advantage of UC's & UC San Diego's negotiated Agreement Suppliers.

Strategic Sourcing combines the buying power of all UC campuses, medical centers and labs to negotiate procurement agreements with suppliers. UC San Diego has created a list of Agreement suppliers and supplier information to help with your purchasing needs. Select the type of Financial Services the department would like to purchase using the list below.

Small & Diverse Businesses

The University of California has adopted the Small Business First Program changing procurement by an intentional effort to increase equitable contracting and procurement opportunities with certified Small Businesses (SBs), and Disabled Veteran Business Enterprises (DVBEs) that have been challenged as a result of the pandemic. It is a strategic push forward from each UC campus to support California's small businesses, rebuild communities, and reach the 25% SBDO goals.

UC San Diego’s collective commitment through the launch of this program is intended to leverage our purchasing power by creating more performance opportunities keeping small businesses open, where they can operate, and thrive. You have the power to create jobs, change lives, and bring hope when considering sourcing locally from certified businesses. 


The following are Small & Diverse Business Agreement suppliers for financial services who have negotiated pricing with the university:

Agreement Source Supplier Name Description of Services CalUsource Contract # Supplier Contact
UCOP F.H. Cann and Associates, Inc Student Debt Collection Services 2021003152 jcrone@fhcann.com
UCOP Reliant Capital Solutions, LLC Student Debt Collection Services 2021003149 jjones@reliant-cap.com
UCOP Tab Service Co 1098-T Tax Form Services 2018.000146 blambert@tabservice.com
UCOP Vasquez and Company LLC NCAA Approved Procedures Report 2019.001021 ram@vasquezcpa.com

Agreement Suppliers

Competitive bids are not needed for contracts previously established through the strategic sourcing process, since the competitive bid requirement has already been satisfied. UC San Diego encourages its community to take advantage of strategically sourced contracts. Departments may make purchases under these contracts even if the value of the purchase exceeds $100,000.


The following are UC San Diego and UC Systemwide Agreement suppliers for financial services who have negotiated pricing with the university:

Agreement Source Supplier Name Description of Services CalUsource Contract # Supplier Contact
UCOP 34th Street Consulting Actuarial Services 2020002342 gerrypreciado@34thstreetconsulting.com
UCOP Alliant Broker & Risk Management Services 2018.000239 dhowell@alliant.com
OMNIA ATI Restoration Disaster Relief Services 2021003053 Mark.owens@atirestoration.com
UCOP Bickmore Actuarial Services 2018.000119 mpriven@bickmore.net
UCOP Charter Communications Operating LLC Broadband Connectivity Company and Cable Operator 2021003197 Gustavo.Duarte@charter.com
UCOP Coast Professional Inc Student Debt Collection Services 2021003148 cmobley@coastprofessional.com
UCOP Conserve Student Debt Collection Services 2021003150 pbaird@conserve-arm.com
UCOP Efficiency Energy Energy Tax Deduction Coordinator 2020002690 wvolker@wesavegreen.com
UCOP F.H. Cann and Associates, Inc Student Debt Collection Services 2021003152 jcrone@fhcann.com
UCOP Immediate Credit Recovery, Inc Student Debt Collection Services 2021003151 Wendy.Bianco@icrsolutions.net
UCOP LeaseAccelerator, Inc Lease Accounting Solution 2019.001967 DMcCullough@leaseaccelerator.com
UCOP Marsh Broker & Risk Management Services 2018.000242 Michael.schatz@marsh.com
UCOP Prime Actuarial Consulting dba Bickmore Actuarial Actuarial Services 2019.001063 mpriven@bickmoreactuarial.net
UCOP Reliant Capital Solutions, LLC Student Debt Collection Services 2021003149 jjones@reliant-cap.com
UCOP Tab Service Co 1098-T Tax Form Services 2018.000146 blambert@tabservice.com
UCOP The Segal Company (Western States) HR Actuarial Consulting UCOP-152 pangelo@segalco.com
UCOP The Segal Group dba Segal Benz Health Benefits Communications 2019.00116 jbenz@segalbenz.com
OMNIA Transact Campus Inc. Campus ID Credential Transaction Solutions UCOP-83 transactorders@transactcampus.com
UCSD Transcepta, LLC Software as a Service (SaaS) 2020002294 swalters@transcepta.com
UCOP University Credit Union Employee Emergency Loan Program UCOP-160 efox@ucu.org
UCOP Vasquez and Company LLC NCAA Approved Procedures Report 2019.001021 ram@vasquezcpa.com
UCOP Veterinary Pet Insurance Company Pet Insurance Benefits 2018.000345 eraidmae@nationwide.com
UCOP William & Fudge, Inc Student Debt Collection Services 2021003124 cmahan@wfcorp.com