Procurement

Purchase and pay for goods or services for university businesses:

	BearBuy	MyExpense	Pcard	Note
Quote (PO)	X
Invoice (Payment)	X	X	X
COA (Chartstring)	X		X	Including Account Code
Receipt		X	X
Receipt (Itemized):
Airfare		X		Purchase via Connexxus
Lodging	X	X	X	Purchase via Connexxus
Meal	X	X	X
Car Rental		X		Purchase via Connexxus
Meeting & Entertainment (M&E)
Business Justification¹	X	X	X	Input in Comment
Attendee List (with Role)²	X	X	X
Event Agenda/Flyer/Invite	X	X	X
Forms:
ATF (After the Fact Justification)	X
Facility Rental³	X	X	X	Buyer Review
M&E (Meeting & Entertainment)	X	X	X
Supplemental M&E	X	X	X
Payment Request	X
SOW (Statement of Work)⁴	X			Buyer Review
SW Purchase Request⁵	X			IT Risk Review
SSPRJ (Sole Selection Price Reasonableness Justification)	X
Declaration of Missing Receipt		X	X

Notes:

1 & 2. Business justification, including agenda and attendee list, is required for M&E expenses

Facility Rental Form is required for any off-site facilities (e.g., hotel rooms, conference facility, or restaurant)
Statement of Work (SOW) is required for the purchase of all services (professional, consulting, personal*) per Business and Finance Bulletin 43
Software & Cloud Computing Form and IT Risk Assessment are required for all software and cloud computing purchases interfacing with other UCSF systems or when connecting/storing/transmitting UCSF data

* Personal services are provided by someone distinctly qualified to render services (e.g., translation, coaching, art work)