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Purchasing Services

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. 

Vendoring

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:

PI Completes:

Vendor completes:

NOTE: Please be sure to submit all documentation to Front Desk (or Nancy Nelson for CalSWEC) before work is set to begin.


Step 2: Submit Purchase Request in BearBuy

  • Complete the Independent Contractor and Consultant Services Form in BearBuy. (See "After-the-Fact" section below if service has already begun.)
  • Attach all required documents.
  • Add the completed form to your 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)

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)

Invoicing

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 swdesk@berkeley.edu 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.

Additional Purchasing Process Information: 

Supply Chain Management: Independent Contractors

Supply Chain Management: Doing Business with UC Berkeley

Supply Chain Management: Vendoring

Supply Chain Management: After the Fact Justification for Unauthorized Purchases

Additional Campus BearBuy Resources:

Shopper Job Aid

Shop Using BearBuy Forms Job Aid

Manage Your BearBuy Profile

Shopper Resources

All Campus BearBuy Resources