Please contact Front Desk with any questions related to the procurement of services by companies or individuals. Please allow 10 working days between submission of complete documentation and start of work, in order to allow for review and approval by Campus Shared Services.
Any supplier doing business with the UC must be set up as a vendor in the campus Vendoring system. If the supplier has done business with the UC previously, they should already be in the system. If this is the supplier’s first time doing business with the UC, they must complete and submit a W-9 form. The form must be submitted via fax to the number at the top of the form.
Services Provided by Independent Contractors & Consultants
If the vendor uses their SSN as their federal tax ID number, they are considered an Independent Contractor. Please complete the following steps:
Step 1: Required Documentation
The following documentation must be submitted to and approved by Campus Shared Services prior to any services being rendered:
Step 2: Submit Purchase Request in BearBuy
Services Provided by Companies
When hiring companies to perform services (e.g. printing, design), please submit a request in BearBuy before the work starts. Alternately you can fill out a Purchasing Services Request Form and submit to Front Desk.
(If you are submitting the request after work has begun/completed, please refer to the After the Fact section below.)
- Complete the Non-Catalog Form.
- Attach a quote or estimate. (See After-the-Fact section below if you already have an invoice.)
- Add completed form to cart.
- Click "View Cart Details."
- Include a valid chart string under "Account Codes."
- Write a clear business description in the "Comments" tab.
- ASSIGN the cart to Emiko Moran (CalSWEC assign to Nancy Nelson)
Once the PO has been approved and the supplier has begun work, they can begin invoicing for the work. Suppliers should note the PO# on the invoice. Most suppliers send invoices directly to the requester. Submit invoice to firstname.lastname@example.org or swdesk mailbox in 120 Haviland and we will submit it to Disbursements for payment.
After-the-Fact Payment Requests
If you are submitting a request AFTER services have already begun or been completed, then an After the Fact Justification must be provided along with the rest of the required documentation, whether the services are provided by a company or Independent Contractor.
The Dean's exceptional authorization is required for all After-the-Fact purchases, in addition to the normally required documentation.
After-the-fact requests should be a rare and exceptional occurrence.