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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. 

Unfortunately, we do not currently have any agreements in place with Small & Diverse Businesses for this commodity. Please use an existing supplier using the Agreement Suppliers drop-down below, OR click here for more information on how to register a new supplier.

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
UCOP Alliant Broker & Risk Management Services 2018.000239
OMNIA ATI Restoration Disaster Relief Services 2021003053
UCOP Bickmore Actuarial Services 2018.000119
UCOP Charter Communications Operating LLC Broadband Connectivity Company and Cable Operator 2021003197
UCOP Coast Professional Inc Student Debt Collection Services 2021003148
UCOP Conserve Student Debt Collection Services 2021003150
UCOP Efficiency Energy Energy Tax Deduction Coordinator 2020002690
UCOP F.H. Cann and Associates, Inc Student Debt Collection Services 2021003152
UCOP Immediate Credit Recovery, Inc Student Debt Collection Services 2021003151
UCOP LeaseAccelerator, Inc Lease Accounting Solution 2019.001967
UCOP Marsh Broker & Risk Management Services 2018.000242
UCOP Prime Actuarial Consulting dba Bickmore Actuarial Actuarial Services 2019.001063
UCOP Reliant Capital Solutions, LLC Student Debt Collection Services 2021003149
UCOP Tab Service Co 1098-T Tax Form Services 2018.000146
UCOP The Segal Company (Western States) HR Actuarial Consulting UCOP-152
UCOP The Segal Group dba Segal Benz Health Benefits Communications 2019.00116
OMNIA Transact Campus Inc. Campus ID Credential Transaction Solutions UCOP-83
UCSD Transcepta, LLC Software as a Service (SaaS) 2020002294
UCOP University Credit Union Employee Emergency Loan Program UCOP-160
UCOP Vasquez and Company LLC NCAA Approved Procedures Report 2019.001021
UCOP Veterinary Pet Insurance Company Pet Insurance Benefits 2018.000345
UCOP William & Fudge, Inc Student Debt Collection Services 2021003124