What Form Should I Use?

Transaction Type	Form Name
After the Fact Purchase (Unauthorized Purchases)	After the Fact
Ammunition and Firearms	Non-Catalog Items
Catering, No contract required, Payment only	Payment Request
Catering, Order and Contract required	Services and Non-Tangible Items
Cell Phones, Purchase	Non-Catalog Items
Computer Software, Enterprise and Security	Services and Non-Tangible Items
Computer Software, Hosting and Cloud Services	Services and Non-Tangible Items
Conference and Event Rentals	Off Campus Events & Facility Rental
Conference Registration Fees* *It is recommended to use your department BluCard to pay for these transactions. Payment Request creates a check, but some payments need to be online (BluCard). Departments can request their Regional Service Purchasing Team to pay via BluCard by using the non-catalog form.	Ordered by Preferred Method: 1. BluCard (ask someone in your department or reach out to your Regional Purcasing Team) 2. Payment Request Form (processes a physical check) 3. Submit a Non-Catalog Items Form and select "BluCard tracking" as the supplier (applies in the case where your department will use someone else’s Procurement Credit Card to place an order). For more information on available Credit Card programs see: https://controller.berkeley.edu/financial-operations/card-program-overview/types-credit-cards
Copier Leases	Services and Non-Tangible Items
Donations & Contributions	Payment Request
Entertainment, Food	Cal Catering Service Order Request
Entertainment, Other Goods	Non-Catalog Items
Entertainment, Services	Services and Non-Tangible Items
Equipment, Laboratory (non-contracted)	Non-Catalog Items
Equipment, Maintenance	Services and Non-Tangible Items
Equipment, Other	Non-Catalog Items
Equipment, Sole Source Over $100,000	Sole Source Over $100,000 Form
Explosives	Non-Catalog Items
Express Delivery Services	Payment Request
Freight	Payment Request
Furniture, Office (non-contracted)	Non-Catalog Items
Gases, Toxic	Non-Catalog Items
Gifts, Goods	Non-Catalog Items
Government Fees	Payment Request
Graphic Designer	Services and Non-Tangible Items
Honoraria (non UCB Employee or Student)	Payment Request
Human Subject Fees, No Cash Funds	Payment Request
Journals/Subscriptions* *It is recommended to use your department BluCard to pay for these transactions. Payment Request creates a check, but some payments need to be online (BluCard). Departments can request their Regional Services Purchasing Team to pay via BluCard by using the non-catalog form.	Ordered by Preferred Method: 1. BluCard (ask someone in your department or reach out to your Regional Purcasing Team) 2. Payment Request Form (processes a physical check) 3. Submit a Non-Catalog Items Form and select "BluCard tracking" as the supplier (applies in the case where your department will use someone else’s Procurement Credit Card to place an order). For more information on available Credit Card programs see: https://controller.berkeley.edu/financial-operations/card-program-overview/types-credit-cards
Leases, Operating	Services and Non-Tangible Items
Loan Repayment Assistance	Payment Request
Maintenance and Repair Services (non-facilities)	Services and Non-Tangible Items
Memberships *It is recommended to use your department BluCard to pay for these transactions. Payment Request creates a check, but some payments need to be online (BluCard). Departments can request their Regional Services Purchasing Team to pay via BluCard by using the non-catalog form.	Ordered by Preferred Method: 1. BluCard (Ask someone in your department or reach out to your Regional Purchasing Team) 2. Payment Request Form (processes a physical check) 3. Submit a Non-Catalog Items Form and select "BluCard tracking" as the supplier (applies in the case where your department will use someone else’s Procurement Credit Card to place an order). For more information on available Credit Card programs see: https://controller.berkeley.edu/financial-operations/card-program-overview/types-credit-cards
Miscellaneous Goods	Non-Catalog Items
Moving Services for new campus hires Limited to strategically sourced Suppliers ONLY. See form for available Suppliers.	Moving Services: Household and Personal Effects
Multi-Location Appointment (outside Payroll)	Services and Non-Tangible Items
New Employee Moving Expense Reimbursement	Payment Request
Off-Campus Facility Rental for Entertainment & Travel	Off Campus Events & Facility Rental
Participant Support Stipend	Payment Request
Pay for goods/services for which a purchase order has not previously been completed.	After the Fact
Payment Request	Payment Request
Personal/professional/independent contractor or consulting services	Services and Non-Tangible Items
Petty Cash	Payment Request
Printing Services, Design and Layout Services only	Service and Non-Tangible Items
Printing Services, Printing (taxable)	Services and Non-Tangible Items
Printing Services, Printing and Mailing Services (non-taxable)	Services and Non-Tangible Items
Professional Services (business, engineering, medical, etc.)	Service and Non-Tangible Items

Purchase Type	BearBuy Form Type
Refunds	Payment Request
Reimbursement of non-travel, non- entertainment expenses (employees & students)	Reimbursement System (do not submit a payment request form in BearBUY)
Royalties	Payment Request
Service Contracts (non-facilities)	Services and Non-Tangible Items
Sole Source Over $100,000 Form	Sole Source Over $100,000
Sports Officials Fees	Payment Request
Subaward - UC Recipient	Subaward - UC Recipient
Subaward- Non UC Recipient	Subaward - Non UC Recipient
Telephone/Data Services (Telephone/conferencing service bills from Suppliers such as AT&T, Verizon, Comcast)	1) IST Catalog 2) Payment Request
Temporary staffing (Admin/Clerical, Food Services, IT Services, Light Industrial, or Trade) Limited to strategically sourced Suppliers ONLY. See form for available Suppliers.	Temporary Staffing Request
Travel, Advance	Payment Request
Utilities	Payment Request
Vehicle Acquisition	Non-Catalog
Vehicle Charter for Groups Limited to strategically sourced Suppliers ONLY. See form for available Suppliers.	Vehicle Charter Request
Visa Application Fees	Payment Request
Writer/Translator	Services and Non-Tangible Items

Address

Phone / Email

University of California, Berkeley