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 |