At UCSF, procuring services is a fundamental part of operations, but it differs significantly from purchasing tangible goods. The service procurement process typically requires more detailed communication and negotiation.  

The second in the series of articles will focus on the three common categories of services you may encounter at UCSF. Understanding the nuances of these service categories will help guide your decisions throughout the procurement process. 

What is BFB-BUS-43: Purchases of Goods and Services?  

In the context of University of California Office of the President (UCOP) policies, “BFB” stands for “Business and Finance Bulletins” and “BUS” is short for “Business.” These bulletins are a series of policy documents that provide guidelines and procedures for various administrative and financial operations within the University of California system. BFB-BUS-43 (BUS-43) is integral to our procurement processes. 

The objectives and scope of BUS-43 cover:  

• definitions,  
• policy text,  
• compliance  
• responsibilities of departments and individuals involved in procurement,  
• procedures, and  
• resources available for assistance and further information.  

Particular attention is given to services procurements in BUS-43. Understanding services category definitions will help you find and follow the appropriate procedures that align with University standards. 

The Three Services

Within BUS-43, there are three specified categories of services.

Personal Services

These services are the most common at UCSF and encompass a wide range of services. They include acts of service (as opposed to advice) and generally rely on the expertise of the company or individual performing the service. 

• Tasks carried out by distinctly qualified individuals. Note that, unlike professional services, these services do not generally require the supplier to hold a license.
• Examples: Translation services, technical editing, and contracts with musicians or artists.
• When choosing a supplier, evaluate the supplier’s expertise, experience and qualifications.

Consulting Services  

These services include any advice received by UCSF. Unlike personal services which include acts of service, these services typically conclude when the supplier presents their findings, final report, or other advice to UCSF.

• Advisory services provided by experts, not on the University’s payroll. These services differ from Professional and Personal Services in that Consultants provide advice, whereas the other types of services typically result in a tangible work product.  
• Examples: Strategic advice from business consultants and technical guidance from IT experts.
• These services offer advice and action plans, culminating in informational deliverables. Be aware of follow-on work implications.  

Professional Services

These are highly specialized functions, which may include tangible or intangible deliverables.

• Specialized tasks required to be performed by licensed professionals.   
• Examples: Medical services, legal services by lawyers, and engineering services by architects.
• Selection emphasis is on the supplier’s expertise, experience, and relevant certification.

The current iteration of BUS-43 is hosted by UCOP. The Purchasing section of the SCM website provides more details and support for services and all other types of procurements at UCSF.