Purchasing

Purchasing Exemptions

The goal of Procurement is to acquire best value good and services by leading with fair and transparent competition, preserving public trust and in the spirit of strong financial stewardship. 

However, USF Policy allows for specific procurement actions and commodities to be exempt from price competition (USF4.02000USF4.02010USF12.002, and the Annual Certification List).

If ever there is a discrepancy between the information listed on this page and the policies, the policies will govern. 

The following purchasing actions are exempt from competitive or solicitation processes:

a. Emergency Purchases 

When the USF President or designee determines, in writing, that a delay due to the competitive solicitation process would pose an immediate danger to public health or safety or the welfare of USF, including USF tangible and/or intangible assets, or would otherwise cause significant injury or harm, USF may proceed with an emergency purchase. The emergency purchase is limited to the purchase of only the type of items and quantities of items necessary and for only the time period necessary to meet the immediate need.

Key Control Expectation
Documentation: Written emergency justification, limited scope, and post-purchase documentation.Note: Due to the emergent nature a requisition might be submitted after the purchase was already made or service was ordered to avoide delay in remedy. 
Allowable Purchases Miuse of Exemption

Immediate actions to prevent/mitigate danger to public health/safety or significant harm to USF assets or immediate repair of critical infrastructure such as: 

  • Contractor is needed for leaking roof which is causing damage to property
  • Consultant is needed because IT system has been compromised and we are at risk of data breach
  • Equipment is needed because research was put at risk due to equipment failure
  • Emergency medical services needed to protect life
  • Security services are required following threat or disaster. 

  • Preventive maintenance service
  • Project implementation services
  • New research equipment for a planned project
  • Poor planning or delayed procurement (e.g., “we ran out of time”)
  • Budget expiration or end-of-fiscal-year spending
  • Convenience purchases to bypass competitive solicitation

b. Single/Sole Source

Commodities or contractual services available from a single source are exempt from the competitive solicitation process. 

Note: If the cost is $150,000 or greater, the Sole/Single Source Certification is subject to protest, and must be signed by a Presidential Delegate in Procurement, and  publicly posted for 72 hours, excluding Saturdays, Sundays and Florida State University System holidays.

Key Control Expectation
Documentation: Provide Single/Sole Source Certificate explaining why the item/service is a single/sole source, why it is not subject to competition from other sources, the necessity for the purchase, and why only this item/service has unique features or qualities needed for the department’s mission. 
Allowable Purchases Misuse of Exemption

After market research is conducted, only one source available due to specific need, proprietary IP, exclusive distribution, availability within required timeframe, or compatibility. Examples include: 

  • Replacement part from OEM for research equipment 
  • Purchase of additional models of teaching laboratory equipment for consistency across student experience.
  • Company A is the only manufacturer of a specific type of computer in the region and is the only company that makes the equipment in a way that is compatible with university systems.
  • A product has multiple manufacturers/suppliers, but only Company A can provide the product within a reasonable timeframe.
  • Purchase falls under one of the exempt commodities/actions or an annual certification (e.g. acquisition of copyrighted material from the sole distributor)convenience or preference when alternatives exist.
  • There are several options available, but there is a preference based on reputation, references or convenience (not wishing to onboard a new supplier).The department uses a company/supplier written single source document without independent justification.
  • Single source document uses price as primary justification

c. Purchase from Contracts

USF may make unrestricted purchases from suppliers who hold contracts awarded as a result of formal, public solicitation and Negotiated Annual Price Agreements established by the State of Florida, other governmental entities, other universities in the State University System, or other independent colleges and universities.

Key Control Expectation

Documentation: Scope and cost alignment, contract is not expired, quote identifies the contract.

1. Obtain a copy of the contract from the source agency (either USF or another agency)
2. Compare the scope of the contract to the scope of work you need
3. Request a quote from the supplier, and ensure the quote references the awarded Contract Number or Contract ID. 
4. Independently question and verify that you are getting the best price for the services. 
5. Attach all contract documentation including contract number, Name of the outside entity, or CoOp that owns the agreement and the quote to a requisition or contract request in Bull Marketplace and select Sourcing Method = USF Public Solicitation (ITN/ITB) OR Non-USF public and open competitive solicitation.

Allowable Purchases Misuse of Exemption

Items and services must be listed under the scope of services and pricing must be verified as equal to or better than pricing awarded  through the public contract. Examples include: 

  • RFP was conducted by the State of Florida for Furniture which lists Chairs A, B & C and you seek to purchase Chair B.
  • RFP was conducted by the University of Washington and they negotiated pricing for Service A at $1000 and you get a quote from the supplier for the same service that references the RFP and get a price of $980
  • Invoking the contract for uncovered items Ex. RFP was conducted by the of Florida for Furniture which lists Chairs A, B & C and you seek to purchase Table 1 and Chair D.
  • Referencing contracts which are expired
  • Referencing contract for sourcing "box check" but quote does not reference the contract, and pricing is presented that cannot be validated.

d. Lease of Space

Lease of space less than 5000 sq.ft. when used to support the mission of USF are exempt from public competition. 

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
  • Real Property Lease agreements which have gone through the USF Lease Request Process
  • Short term housing for visiting scholars or researchers (booked and paid for through travel and signed by traveler).
  • Storage facilities/units.
  • Rental of storage containers or modular buildings related to short term projects or construction work on campus.
  • Short-term room or facilities rentals for conferences/meetings/events.

Commodities not subject to competitive solicitation

a. Artistic Services

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
Services provided by an individual or group of individuals who profess and practice skills in the physical or performance arts. Examples include: 
  • Commissioned artwork (painting, sculpture)
  • Performing artists (music, dance, theater)
  • Digital/graphic artists producing creative works.
  • Photography/videography
  • Costume and fashion design
  • Web hosting services
  • General facilities painting
  • Media buying/placement
  • General IT services
  • Speakers/lecturers (use 'Lectures' exemption)
  • Guest Lectures

b. Academic Services

Academic reviews. (Not to exceed $50,000)

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Purchases
  • Peer/program accreditation reviews by qualified academic reviewers
  • External academic quality assessments
  • General curriculum or course consulting unrelated to formal academic review
  • Operational management reviews
  • Writing services or curriculum design
  • Academic Review exceeding $50,000 

c. Lectures

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
  • Payments to speakers for subject matter expertise delivering single lectures or seminars open to USF community/public.
  • Multi-session consulting engagements
  • curriculum development services
  • vendor training courses (use 'Training & Education')

d. Auditing Services

Auditing services, including those services needed to address audit, financial, and fraud related compliance, controls, and investigative matters, or such other related services.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
  • External audit engagements, specialized audits.  
  • Services to prepare audit responses or audit documentation.
  • Compliance audits (e.g., federal grants, Title IV, Medicaid).
  • Procedural or internal control reviews performed by licensed auditors.
  • General accounting/bookkeeping (covered under 'Accounting Services')
  • IT assessments which are not audit focused in nature
  • Process or business consultants
  • General financial software
  • Consulting services unrelated to audit scope (e.g., operational redesign).
  •  Financial advisory services.
  • Continuous audit engagements that function as ongoing consulting

e. Legal Services

Legal services, including attorney, paralegal, expert witness, appraisal, arbitrator or mediator services.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
  • Attorney/paralegal services
  • expert witness
  • appraiser
  • arbitrator
  • mediator
  • Lobbying
  • public relations
  • services outside legal scope

f. Health Services

Health services involving examination, diagnosis, treatment, prevention, medical consultation or administration. Prescriptive assistive devices for medical, developmental or vocational rehabilitation including, but not limited to prosthetics, orthotics, wheelchairs and other related equipment and supplies, and provided such devices are purchased on the basis of an established fee schedule or by a method that ensures the best price, taking into consideration the needs of the client.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. In some cases demonstration of best price or best value for the client. 
Allowable Purchases Misuse of Exemption
  • Clinical examination, diagnosis, treatment, prevention, medical consultation, administration.
  • Prosthetics, orthotics, wheelchairs, related equipment/supplies purchased via fee schedule/best price method.
  • Medical Laboratory Services, Imaging & Diagnostics services
  • Specialty Laboratory Services for Health Screening
  • Therapy or Counseling Services
  • General wellness classes; fitness memberships; non-clinical services.
  • Non-prescribed general medical equipment; optional accessories without clinical necessity.

g. Services by Non-profit

Services provided to persons with mental or physical disabilities by not-for-profit corporations organized under the provisions of s. 501(c)(3) of the Internal Revenue Code or services governed by the provisions of the Office of Management and Budget Circular A-122.

Key Control Expectation
Documentation: Proof of nonprofit status and mission alignment. Use of this exemption at USF is rare. Health services are additional exempt elsewhere in statute. 
Allowable Purchases Misuse of Exemption
Therapeutic/rehabilitative services provided by qualifying non-profits; services under applicable federal guidance.
  • Community-based services aligned with the university’s public mission
  • Research or outreach services uniquely provided by a 501(c)(3)
  • Substance abuse prevention program
  • Mental Health Education and prevention programs
  • Social services delivered as part of a grant or statutory program
For-profit provider services; 
  • services not targeted to persons with disabilities
  • Services readily available from for-profit vendors without justification
  • Pass-through arrangements where the nonprofit subcontracts most work.
  • General administrative or staffing services unrelated to mission.

h. Medicaid Services

Medicaid services delivered to an eligible Medicaid recipient by a health care provider who has not previously applied for and received a Medicaid provider number from the Department of Children and Family Services. This exception will be valid for a period not to exceed 90 days after the date of delivery to the Medicaid recipient and shall not be renewed.

Key Control Expectation
Documentation: Medicaid eligibility, reimbursement compliance, and documentation. Use of this exemption at USF is rare. Health services are additional exempt elsewhere in statute. 
Allowable Purchases Misuse of Exemption
Medicaid service delivery to an eligible recipient by a provider lacking a number (valid for up to 90 days).
  • Clinical services reimbursed under Medicaid (e.g., behavioral health, speech therapy)
  • Provider agreements required to deliver Medicaid-eligible services
  • Medicaid transportation services
  • Administrative services  related to Medicaid delivery
  • Managed care or administrative services tied directly to Medicaid delivery.
Beyond 90 days; non-Medicaid services; providers previously eligible who did not apply.
  • General consulting or IT services not Medicaid-specific.
  • Non-reimbursable services improperly coded as Medicaid.
  • Services delivered without proper provider enrollment.

i. Family Placement Services

Key Control Expectation
Documentation: Statutory authority and client eligibility. Use of this exemption at USF is rare.
Allowable Purchases Misuse of Exemption
  • Services related to family placement (e.g., foster/placement services).
  • Foster care or family placement services required by statute or agency agreement.
  • Case management services for child welfare programs.
  • Emergency placement services for at-risk populations.
  • Adoption Services
  • Post-placement supervision services
  • General case management outside family placement scope.
  • Ancillary services unrelated to placement (e.g., marketing, general counseling).
  • term service contracts beyond statutory authority.
  • Services outside authorized populations.

j. Training & Educational Services

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption and should include defined curriculum, learning objectives, and deliverables.
Allowable Purchases Misuse of Exemption
  • Supplier-provided training courses, certifications, workshops.
  • Professional development training (e.g., compliance, certifications).
  • Continuing education programs for faculty or staff.
  • Specialized training is tied to new systems, equipment, or regulations.
  • Consulting projects masquerading as training; development of degree program.
  • Ongoing staff augmentation.
  • Entertainment or motivational speaking without educational value.

k. Advertising

Advertising, except for media placement services.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption and should include defined curriculum, learning objectives, and deliverables.
Allowable Purchases Misuse of Exemption

Purchase of specific advertising space where competition is not possible. Examples include:

  • Advertisement in specific print media
  • Billboards
  • Magazine ads
  • Newspaper ads
  • Specific T.V. channels 
  • Media buying/placement services by agencies; paid placement management.
  • Media brokers or Marketing Consultants.
  • Development of advertisements such as copywriters or designers (may be exempt under Artistic services)

l. Payment to Government Agencies/DSO

Commodities or contractual services provided by governmental agencies, another university in the State University System, direct support and affiliate organizations of USF, political subdivisions, or other independent colleges or universities and health support organizations and faculty practice plans.

Key Control Expectation
Documentation: If the affiliation of the organization or agency is not immediately clear, you may be asked to provide evidence or documentation that a Supplier is exempt. 
Allowable Purchases Misuse of Exemption
Purchases directly from governments; another SUS university; USF DSOs; political subdivisions; independent colleges/universities; health support orgs/faculty practice plans. Examples Include: 
  • Paying Florida International University for a piece of used equipment
  • Paying University of Washington as a part of a sub-agreement
  • Paying for expertise of Dr. Smith from Arizona State University through ASU directly. 
  • Purchases from private vendors when a governmental source is not the provider
  • Misclassifying a supplier as a government agency.

m. Collected Fees

Programs, Conferences, Workshops, or Continuing Education events or other USF programs that are offered to the general public, for which fees have been collected to pay all expenses associated with the program or event.

Key Control Expectation
Documentation: A description of the event explaining the event, expected attendees (public, usf staff, students or faculty), and event budget including anticipated costs and anticipated revenue including cost of tickets or tickets sold. Quote or contract should clearly reference the event and dates of service should align to event dates. 
Allowable Purchases Misuse of Exemption
  • All goods and services related to the offering and production of events programs or conferences ("events") where USF has sold tickets and collected fees from the general public.
  • Fees collected from tickets sold must cover 100% of the cost to host the event.
  • Internal departmental events not open to public
  • Events for students where tickets are not sold.
  • Events without collected fees to cover expenses.
  • Programs using Student Fees

n. Grant Conferences

Programs, conferences or events that have been specified by a grant, can include, but are not limited to items such as lodging, meeting rooms, services and food.

Key Control Expectation
Documentation: A description of the event explaining the event, expected attendees (public, USF staff, students or faculty), and event budget including anticipated costs. A copy of the grant with pages highlighted that clearly indicate the purpose.  Quote or contract should clearly reference the event and dates of service should align to event dates. 
Allowable Purchases Misuse of Exemption
All goods and services related to the offering and production of events, programs or conferences ("events") where USF has been provided funds by an external granting agency. Grant funds must cover 100% of the cost to host the event.
  • Projects or events not specified in the grant
  • Suppliers not specified in the grant (if any)

o. Granting Agency

Purchases from firms or individuals that are prescribed by state or federal law or specified by granting agency.

Key Control Expectation
Documentation: A description of why the good or services qualifies for this exemption. A copy of the grant with pages highlighted that clearly indicate the named item/service or supplier.  
Allowable Purchases Misuse of Exemption
Items mandated by statute/regulation or specified explicitly by granting agency. For Example: 
  • Agency will use Supplier X for analysis of samples
  • Agency will purchase Equipment 123 from Supplier ABC
Items not mandated; extrapolated interpretations; vague references. For Example: 
  • Grant budget allows for microscope purchase (broad) vs. Agency will purchase ABCD Microscope from Supplier X. 

p. Utilities

Regulated utilities and governmental franchised services.

Key Control Expectation
Documentation: Must demonstrate lack of competition or monopoly of a single utility provider for the area. 
Allowable Purchases Misuse of Exemption
  • Electricity, water/sewer, natural gas, refuse where franchised; other regulated utility services.
  • Telecommunications and internet services regulated as utilities.
  • District energy services (steam, chilled water).
  • Unregulated telecom long-distance; private vendor services that are not utilities.
  • Energy consulting or efficiency studies.
  • Equipment purchases (e.g., generators, HVAC units).
  • Maintenance or repair services beyond utility provision.

r. Resale Purchases

The purchasing items or contractual services for the purpose of reselling to the public for the benefit of USF where the result is zero cost to USF (Net Zero) or revenue (Net Positive). Examples include: 
- purchase of plants for resale by USF Botanical Gardens
- revenue share agreements between USF and educational provider for professional development or certificate courses

Key Control Expectation
Documentation: A description of why the good or services qualifies for this exemption. A description of where the items will be sold, the target audience and budget showing cost of the item and sale price of the item. 
Allowable Purchases Misuse of Exemption
The purchasing items or contractual services for the purpose of reselling to the public for the benefit of USF where the result is zero cost to USF (Net Zero) or revenue (Net Positive). Examples include: 
  • Purchase of plants for resale by USF Botanical Gardens
  • Revenue share agreements between USF and educational provider for professional development or certificate courses
  • Purchase of lab or office supplies to supplement another agency performing services for USF 
  • Resale of good or services to internal USF departments

s. Accounting Services

Key Control Expectation
Documentation:  A description of why the good or services qualifies for this exemption.  Clear separation from audit services.
Allowable Purchases Misuse of Exemption
  • Tax preparation and filings.
  • Financial reporting assistance.
  • Forensic accounting tied to investigations.
  • Advisory and Consulting on budgeting, forecasting, tax compliance 
  • General business consulting or strategic planning.
  • Not to be confused or conflated with Auditing services

t. Software Implementation/Training

Implementation/programming/training services available from owner of copyrighted software or its contracted vendor.

Key Control Expectation
Documentation: Services must be incidental and integral to the software purchase.
Allowable Purchases Misuse of Exemption
  • Vendor-provided implementation services tied directly to licensed software.
  • Configuration, data migration, and end-user training.
  • Limited professional services required for system go-live.
  • Stand-alone IT consulting unrelated to licensed software.
  • Custom development beyond the original software scope.
  • Ongoing operational support without competitive process.

u. Sponsored Research Exemptions

Purchases of materials, supplies, equipment, or services for instructional or sponsored research purposes when a director of sponsored research or designee certifies that, in a particular instance, it is necessary for the efficient or expeditious prosecution of a research project in accordance with sponsored research procedures or to attain the instructional objective. 

Key Control Expectation
Documentation: A Sponsored Research Exemption Form signed by a Presidential Delegate in the USF Research Office must accompany the purchase request. 
Allowable Purchases Misuse of Exemption
  • Typically used for contractual sub-agreements where no other exemptions apply. 
  • Allowable for any goods or services paid for 100% by grand funds where a justification is made an acceptance that it is necessary to bypass competition for expediency related to research or to attain the instructional objective. 
  • Using exemption for internal grants or RIA funded purchases
  • Ordering items or services not authorized under the signed Sponsored Research Exemption Form. 

Direct owner Purchase Order per BOG regulation 14.007(4).

Key Control Expectation
Documentation: Documentation must state the statutory/policy authority (e.g., capital project appropriation and USF construction program authority), and the project purpose and why the materials are part of the public facility construction (not a convenience item). Good provider must not be the good installer. 
Allowable Purchases Misuse of Exemption
  • Owner-purchased materials for construction projects (e.g., furniture, fixtures, equipment).
  • Items purchased directly for leverage tax exemption.
  • Equipment specified in construction documents.
  • Labor or installation services.
  • Change-order driven purchases without scope validation.
  • Items not explicitly tied to a capital project.

Purchase of Insurance per BOG Regulation No. 18.001

Key Control Expectation
Documentation: University-wide insurance and risk management programs are purchased and maintained by USF Environmental Health and Safety (EHS); the purchase of additional specific insurance policies should be authorized by Environmental Health and Safety.
Allowable Purchases Misuse of Exemption
  • University-wide insurance policies or programs purchased and maintained by Environmental Health and Safety (EHS)
  • Special additional insurance for events, equipment, travel,  health, etc. which has been brokered by EHS
Insurance for the coverage or benefit of individuals

Exemptions allowable under the USF Annual Certification Certificate

1. Copyrighted Computer Software and Software Liscenses

Acquisition of copyrighted computer software and software licenses when price competition is not possible, and the purchase is made from the vendor holding the copyrights or sole franchise distributor.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Should not be granted when competition is available for software which can perform similar functions. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
  • Purchase of additional software modules to existing software or programs
  • Licenses for software developed for a specific purpose for education or research only available through the manufacturer
  • Software necessary to control or interpret data from equipment 

 

Software where reasonable competition can be performed among products with similar features examples include (but are not limited to):

  • Event hosting software
  • Survey or Meeting software
  • Marketing or design software
  • Drafting, communication or translating software

2.  Copyright and Single Source Instruction Materials

Acquisition of copyrighted and single source instruction materials, tapes, publications, manuscripts, films and related materials when price competition is not possible ad purchase is made from vendor holding copyrights or the sole franchise distributor.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
  • Any Professional Jornal
  • Magazines
  • Newspapers
  • Instructional Material or other visual media product that is copy righted
  • Mass publication books and materials
  • Educational posters or teaching aids
  • Training courses 

3. Live animals/feed & Environmental Supplies/Equipment

Acquisition of live animals, animal feed, and environmental supplies/equipment for instructional and research efforts wherein the selection must be determined by the expert opinion of the buyer, in consideration of genetic background quality, body weight, and special diet condition, to attain the research or instructional objective.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption

Types of items allowed:

  • Animals
  • Animal cages
  • Animal food
  • Animal medical equipment including weight scales and feeding equipment
  • Cage maintenance.
  • Purchase of a mascot
  • Purchase of any non-research or non-instructional related animals or support equipment.
  • Does not apply to purchase of raw genetic materials, cell lines, or plants. 

4. Proprietary Maintenance Services/Repairs/Replacement

Acquisition of maintenance service and/or repair or replacement parts for existing equipment and systems when no other vendor’s services or parts can be utilized.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
Maintenance services for technical equipment that must be performed by a manufacture certified entity in order to maintain the warranty. 
Replacement parts are proprietary and must be purchased by the manufacturer.
General preventative maintenance and services where competitition is available.

5. Technical Instruments & Supplies for Medical Instruction, Research and Patient Care

Acquisition of technical instruments and supplies for medical instructions, medical research and patient care wherein the selection is determined by the expert opinion of the user directly responsible for the establishment of the objective serviced by the acquisition. The file of each such purchase will be adequately documented to support the determination.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning provided by a subject mater expert must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
  • Technical Instruments required to maintain research or patient care consistency
  • Equipment, instruments or models which are deemed to be industry standard and thus must be used in medical instruction 
  • Instruments and supplies selected to provide optimal patient care 

The purchase of common laboratory, office and clinical items not directly involved with patient care such as:

  • General office supplies,
  • Furniture, fixtures, decorative items and finishings
  • General education equipment and teaching aids
  • General IT or AV equipment
  • Non-specialized consumables and clinical items such as bandages, gloves, tubing, glassware, plastics etc. 

6. Memberships in Professional Organizations or Consortium

The acquisition of a membership in a professional organization or consortium.

Key Control Expectation
Documentation:  A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
Membership should be at a department, unit or institutional level and must advance the mission of USF to provide world class education and research. Examples include: 
  • Memberships to professional organizations or accreditation sites
  • Community and business development partnerships 

Memberships for the benefit of a sole individual or for the personal career advancement of an individual. 
Examples include:

  • Fees for maintenance of professional certification
  • Membership to exclusive clubs (non-academic or research) 
    Memberships which do not advance the goals of the university 

7. Services Provided by Foreign Vendors

The acquisition of services provided by foreign vendors for services taking place outside of the United States.

Key Control Expectation
Documentation: A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption

The intent of this exemption is to ensure safety and service quality when working with foreign vendors. Examples include

  • Guides and travel coordinators for  Study Abroad Programs. 
  • Research programs that occur on foreign soil.
  • Services provided by domestically based suppliers who will travel out of country to provide services for USF. 
  • Supply and material purchases either domestically or abroad. 

8. Student Recruitment Services

The acquisition of student recruitment services.

Key Control Expectation
Documentation:  A description explaining why the good or service qualify for this exemption. Specific focused reasoning must be included. Explanation can be brief if the scope of work clearly demonstrates exemption alignment. 
Allowable Purchases Misuse of Exemption
  • The purchase of software programs for the purposes of student recruitment.
  • International student recruitment services
  • Recruitment management & outreach
  • Lead generation services
  • Enrollment management services
  • Use of this exemption for Non-Student recruitment services such as employee or study participant recruitment.
  • Use of this exemption when other exemptions may apply (i.e. Advertising)