Processing an Event Order

Details and Requirements

  • The department may use their bluCard for MSAs or when the Supplier does not require a signed contract. Requisitions processed on the Off Campus Events form in BearBUY will automatically create a PO without Buyer review when using Hotel and Caterer's listed on the previous MSA web page.
    • If you have an event that includes a supplier agreement that needs to be reviewed and signed by a Buyer and you are paying with your bluCard, it is recommended to submit a bluCard tracking order in BearBUY:
      • On-Campus Events: Use the Non-Catalog Items form and select BluCard Tracking as the supplier
      • Off Campus Events: Use the Off Campus Events form and select BluCard Tracking as the supplier
      • ATTENTION: Select Buyer Intervention in order to route to your Buyer's BearBUY queue:
        • For any dollar threshhold, when you do not  have the event planner delegation
        • For carts that are less than $10,000 with special considerations

  • When submitting your event orders in BearBUY, please be sure to:
    • Ask yourself if this request is in compliance with the BUS-79 policy on Business Meetings and Entertainment
    • Provide the event details (location, date, time, etc.), estimated number of attendees, and if they are affiliated with the UC
    • Provide the contact information for the venue and your department
    • Attach the following Required PO Documents to the form as directed

Department Required Documents

  • Insurance:
    • Does the venue require a Certificate of Self Insurance?
    • Will the event have a 3rd party cater the food or beverages?  If so, attach a copy of the caterer(s) insurance.
    • Will alcohol be served?  If yes, attach a copy of the caterer(s) and/or bartenders insurance.  Did UCPD issue a permit?
    • Is this venue located outside of CA?  If yes, attach a copy of their insurance.
    • Will the event be held on a Boat or Cruise ship?  A copy of the Permit to Operate will be required.

Supplier Required Documents

  • Supplier’s proposal
  • Agreement for your assigned Buyer to review.
    • Along with the Event details which can be signed by the department head or equivalent authority.
    • Note to Departments:
      • Faculty Club and Alumni House are separate entities that have longstanding master contracts that address all indemnification and insurance issues. Buyers only need to sign the event contract details.
      • Have you read, understood, and agreed to the terms in the contract, especially the cancellation charges?