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 (make requests for CSS to pay via BluCard via non-catalog form)

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 (make requests for CSS to pay via BluCard via non-catalog form)

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 (make requests for CSS to pay via BluCard via non-catalog form)

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