What Form Should I Use?

Transaction Type

Form Name

After the Fact Purchase

After the Fact Form

Ammunition and Firearms

Non-Catalog Form

Catering, No contract required, Payment only

Payment Request Form

Catering, Order and Contract required

Service Order Request form 

Cell Phones, Purchase

Non-Catalog Form

Computer Software, Enterprise and Security

Non-Catalog Form

Computer Software, Hosting and Cloud Services

Non-Catalog Form

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 CSS to pay via BluCard by using the non-catalog form.

Ordered by Preferred Method:

1. Department BluCard

2. Payment Request Form (processes a physical check)

3. BluCard Tracking Form (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

Amount Only Form

Donations & Contributions

Payment Request Form

Entertainment, Food

Service Order Request form 

Entertainment, Other Goods

Non-Catalog Form

Entertainment, Services

Service Order Request form 

Equipment, Laboratory (non-contracted)

Non-Catalog Form

Equipment, Maintenance

Service Order Request form 

Equipment, Other

Non-Catalog Form

Equipment, Sole Source Over $100,000

Sole Source Over
$100,000 Form

Explosives

Non-Catalog Form

Express Delivery Services

Payment Request Form

Freight

Payment Request Form

Furniture, Office (non-contracted)

Non-Catalog Form

Gases, Toxic

Non-Catalog Form

Gifts, Goods

Non-Catalog Form

Government Fees

Payment Request Form

Graphic Designer

Service Order Request form as of 7/09/2018

Honoraria (non UCB Employee or Student)

Payment Request Form

Human Subject Fees, No Cash Funds

Payment Request Form

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 CSS to pay via BluCard by using the non-catalog form.

Ordered by Preferred Method:

1. Department BluCard

2. Payment Request Form (processes a physical check)

3. BluCard Tracking Form (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

Amount Only Form

Loan Repayment Assistance

Payment Request Form

Maintenance and Repair Services (non-facilities)

Service Order Request form 

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 CSS to pay via BluCard by using the non-catalog form.

Ordered by Preferred Method:

1. Department BluCard

2. Payment Request Form (processes a physical check)

3. BluCard Tracking Form (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 Form

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)

Service Order Request form 

New Employee Moving Expense Reimbursement

Payment Request Form

Off-Campus Facility Rental for Entertainment & Travel

Off Campus Events & Facility Rental

Participant Support Stipend

Payment Request Form

Pay for goods/services for which a purchase
order has not previously been completed.

After the Fact Form

Payment Request

Payment Request Form

Personal/professional/independent contractor or consulting services

Service Order Request form as of 7/09/2018

Petty Cash

Payment Request Form

Printing Services, Design and Layout Services only

Service Order Request form as of 7/09/2018

Printing Services, Printing (taxable)

Amount Only Form

Printing Services, Printing and Mailing Services
(non-taxable)

Service Order Request form 

Professional Services (business, engineering, medical, etc.)

Service Order Request form as of 7/09/2018

Purchase Type

BearBuy Form Type

Refunds

Payment Request Form

Reimbursement of non-travel, non- entertainment  expenses (employees &
students)

Payment Request Form

Royalties

Payment Request Form

Service Contracts (non-facilities)

Service Order Request form 

Sole Source Over $100,000 Form

Sole Source Over
$100,000 Form

Sports Officials Fees

Payment Request Form

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)

Payment Request Form

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 Form

Travel, Advance

Payment Request Form

Utilities

Payment Request Form

Vehicle Acquisition

Non-Catalog Form

Vehicle Charter for Groups**
** Limited to strategically sourced Suppliers ONLY. See form for available Suppliers.

Vehicle Charter Request

Visa Application Fees

Payment Request Form

Writer/Translator

Service Order Request form as of 7/09/2018