HOW-TO-GUIDES
- BearBuy Payment Request Form
- Claim Expenses for Reimbursement
- Corporate Travel Card
- Department Guide to Transcepta
- Employee Moving and Relocation
- Meeting and Entertainment Expenses
- Paying for Goods and Services
- Paying Research Subjects
- Requesting a Wire Transfer Payment
- Requesting Advance Payments
- Requesting an Honorarium Payment
- Submitting Invoices to UCSF
- Understanding the Taxability of Employee Non-Cash Awards and Gifts
- Understanding Travel Policies
- Undistributed Vendor Refund Checks
- Using DocuSign to Review and Approve Subcontract Invoices
FORMS
- Certification of Academic Activity
- Check Request - Form Non-Payroll (U5-2)
- Corporate Travel Credit Card Application
- Declaration of Missing Receipts
- IRS Form 8233 - Exemption From Withholding on Compensation for Independent (and Certain Dependent) Personal Services of a Nonresident Alien Individual
- IRS Form Foreign Status of Beneficial Owner (Individuals) (W-8BEN)
- MyExpense Delegation of Approval Authority Form
- MyExpense Report Request Form
- Research Subject Certification of Participation
- Research Subject Payment Summary
- Signature Authorization or Cancellation (U242)
- Subcontractor's Blank Invoice
- Substitute W-8BEN-E: Certificate of Status of Beneficial Owner for U.S. Tax Withholding and Reporting (Entities)
- Supplemental Form for Contracted Facility Rental and Exceptional Meeting & Entertainment Expenses
- Supplemental Form for Donations & Charitable Contributions
- Supplier ACH Request Form
- Taxable Employee Non-Cash Award or Gift Reporting Form
- Travel Advance Request
- Travel Expense Voucher (TEV)
POLICIES
- Academic Personnel Manual 550: Recruitment, Moving Expenses for Intercampus Transfer
- Academic Personnel Manual 561: Recruitment, Removal Expenses/Assistants
- Academic Personnel Manual 560: Recruitment, Removal Expenses/General
- Academic Senate-Funded Travel (300-40)
- Advance Payments for Vendors (300-41)
- Contributions and Donations (300-23)
- Disbursements: Approvals (D-371-16)
- Disbursements: Honorarium Payments (D-371-35)
- Employee Non-Cash Awards and Other Gifts (G-41)
- Expenditures for Business Meetings, Entertainment, and Other Occasions (BUS-79)
- Financial System Access for Affiliates (300-42)
- Gifts Presented to Non-Employees on Behalf of the University (G-42)
- Honoraria (300-29)
- Honorarium Payments
- Material Management (BUS-43)
- Official Documentation Required in Support of University Financial Transactions (A-000-7)
- Petty Cash
- Policy and Regulations Governing Moving and Relocation (G-13)
- Research Involving Human Subjects
- Signature Authority
- Senior Management Group Moving Reimbursement
- Travel & Meeting/Entertainment (300-43)
- Travel Regulations (Policy G-28)
- University Membership in Organizations (G-43)