An independent consultant is an individual
not employed by the University of proven professional or technical competence
who provides primarily professional or technical advice to the University
and the University does not control either the manner of performance
or the result of the service.
These services are of an advisory nature, provide a recommended course
of action or personal expertise, have an end product which is basically
a transmittal of information either written or verbal, which is related
to University administration and management.
Neither a purchase order nor employment type document
may be used.
If the total amount of the contract is $50,000 or more,
proposals must be solicited, if possible, from three or more qualified
independent consultants. When competitive proposals are not solicited,
the reason for not seeking competition shall be documented on a sole
source justification. The scope of the agreement shall not be artificially
divided so as to avoid
the solicitation of competitive proposals.
If the amount of the contract is less than $50,000, the
Materiel Manager shall determine that the payment is reasonable for
the services to be performed.
Proposals from independent consultants shall be in writing
and shall include, but necessarily be limited to:
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A description of the consultant's qualifications,
with a brief list of similar types of consulting contracts successfully
concluded, a sample of such work when appropriate, and a description
of the lead personnel and anticipated supporting personnel to be employed
on the study;
-
An overall description of the techniques by which
the consultant intends to approach the problem, consultant resources
to be expended, the anticipated beginning and ending dates for the
services, equipment and facilities to be utilized and, if subcontractors
are contemplated, a description of these persons or firms and the
portions and monetary
percentages of the work to be done by them;
- A description of the type of information, if any, to be collected
about an individual, the method of collection, the physical type of
the resulting record, i.e. typed or written notes, tape recording, photograph,
and the proposed ownership of such records. The department proposing
to engage a consultant shall be guided by Bus RMP-8 (Legal Requirements
of Privacy of and Access to Information). Tape recorders shall not be
used during
discussions with University staff, or their agents, pertaining to employment
matters except as specified by the document referenced in I.G. of this
bulletin (BUS 34); any such use shall be specified in Article I.H. of
the Independent Consultant Agreement. The consultant's attention shall
be directed especially to Articles XII and XIII of the Independent Consultant
Agreement (See Bus 34, Appendix 1);
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The total cost of the study and a breakdown of how
this cost was computed, including any travel expenses, and desired
method of payment;
- The total dollar amount of consultant work contracted with the University
of California in the last 12 months;
-
The name and University of California position of
any officer, faculty member, or other employee of the University who
holds a position of director, officer, partner, trustee, manager,
or employee in the consultant organization, as well as the names of
any near relative who are employed by the University; and
-
If the consultant is not a citizen of the United States,
an explanation of the person's alien status in the United States.
If you have questions, please contact us at 805-893-5836.
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