Payment Policies & Guidelines

General Guidance on Making Payments at UCSF

Guidelines to help UCSF Campus and Health departments understand ethical expectations related to making payments.

For a primer on payment considerations, review this before getting started:

Payment Process/Systems

• UCOP A-000-7 Documentation Required in Support of University Financial Transact…
• UCSF 300-42 Financial System Access for Affiliates
• UCOP AM-D224-17 Signature Authority
• UCOP D-371-16 Disbursements: Approvals
• UCSF Claim Expenses for Reimbursement
• UCSF Payments for Meetings & Entertainment
• UCSF Requesting a Wire Transfer Payment
• UCSF BearBuy Payment Request Form
• UCSF Undistributed Supplier Refund Checks
• UCSF Community Partner Payments
• UCSF Requesting Charitable Donations and Contributions

Paying Suppliers

• UCSF 300-41 Advance Payments for Suppliers
• UCSF Department Guide to Transcepta
• UCSF Requesting a Wire Transfer Payment
• UCSF Requesting Advance Payments
• UCSF Subcontract Invoices

Paying Research Study Participants

• UCSF Paying Research Subjects
• UCSF 400-19: Research Involving Human Subjects
• UCSF Greenphire ClinCard Beta Program

Paying/Reimbursing UCSF Employees

• UCOP G-41 Employee Non-Cash Awards and Other Gifts
• UCSF Academic Manual 550: Recruitment, Removal Expenses for Intercampus Transfer
• UCSF Academic Manual 560: Recruitment, Removal Expenses General
• UCSF Academic Manual 561: Recruitment, Removal Expenses Assistants
• UCSF 300-40 Academic Senate-Funded Travel
• UCSF Employee Moving and Relocation
• UCOP G-13 Policy and Regulations Governing Moving and Relocation
• UCOP 7710 Senior Management Group Moving Reimbursement
• UCSF Guidance for Professional Development Support
• UCOP Travel Policy

Honorarium

• UCSF Requesting Honorarium Payment
• UCSF 300-29 Honoraria
• UCOP D371-35 Honorarium Payments
• UCOP D371-35 Disbursements: Honoraria Payments
• UCOP G-42 Gifts Presented to Non-Employees on Behalf of the University

UCSF Issued Credit Cards

• UCSF Corporate Travel Card
• UCSF Procurement Card

Data Privacy

• UCSF Data Privacy

Taxes and Taxation

• UCSF Employee Non-Cash Awards and Gifts
• UCSF Policy on Sales Tax
• IRS Form 8233 Exemption From Withholding Nonresident Alien Individual
• IRS W8BEN Foreign Status of Beneficial Owner (Individuals)

Other Policy Considerations

• UCSF 300-23 Policy on Contributions and Donations
• UCOP BUS-79 Expenditures for Business Meetings, Entertainment, and Other Occasi…
• UCSF 300-43 Policy on Meetings and Entertainment
• UCOP BUS-43 Policy on Material Management
• UCSF 300-43 Policy on Travel & Meeting/Entertainment
• UCOP G-28 Travel Regulations
• UCOP G-43 University Membership in Organizations
• UCOP C173-61 Policy on Petty Cash