- Academic Assistant Positions Moving Expense Guide
- To assist a prospective UCSC employee with an academic assistant appointment in obtaining payment for moving expenses.
- Acquisition Guide
- How to acquire inventorial equipment.
- Animal Life, Feed, Seeds, Plants & Fertilizer Payment Guide
- This guide provides general information about the animal life, feed, seeds, plants, and fertilizer payment process.
- Artist and Design Services Payment Guide
- This guide provides general information about payments made to an artist or designer.
- Bus Charter Services (How to Buy Guide)
- Departments must hire pre-approved carriers to provide transportation services for UCSC-sponsored activities.
- Business Cards and Stationary (How to Buy Guide)
- UCSC business cards are obtained from UC San Francisco using its printing services UC Storefront.
- Cash Handling Guide
- The information provided in this guide is intended to assist UCSC staff members in properly accepting payments, handling cash, making deposits, and recording cash transactions in campus accounting records.
- Catering (How to Buy Guide)
- Departments must hire pre-approved caterers to provide catering services to UCSC-sponsored events, or to bring a caterer to campus for food resale on campus.
- Catering Services Payment Guide
- General information about the process used to pay a vendor serving meals, food, and/or drinks at a UCSC-sponsored event or meeting.
- Cellular Telephone and Services (How to Buy Guide)
- This provides policies and procedures for University purchase of cellular phones and cellular service.
- Class Supplies Payment Guide
- This guide provides information on how to request a payment for or reimbursement of class supplies expenses.
- Consultant Payment Guide
- Information about the process used to pay an individual or organization of proven professional or technical competence providing professional or technical advice to a campus customer.
- Contract and Grant Sub-award Payment Guide
- General information about the process used to pay subawardees on sponsored contract and grant awards.
- Copyright Fee and Royalty Payment Guide
- Information on how to request a payment of fees associated with the use of copyrighted works.
- Cost and Budget Transfer Guide
- Information about handling cost and budget transfers related to federally sponsored awards.
- CruzBuy Account Management
- Provides assistance on how to access and use UCSC’s CruzBuy web-based procurement system to order goods and services.
- CruzBuy Quick Guides
- This quick reference guide provides information about performing basic functions in CruzBuy.
- CruzBuy User Manual
- CruzBuy is UCSC's e-Procurement application for ordering goods and services supplied to the university.
- CruzPay Time and Attendance System Guide
- Provides assistance on how to access and use UCSC’s CruzBuy web-based procurement system to order goods and services.
- Departmental Billing and Receivables
- Extending credit for goods or services sold to employees, students or the general public.
- Departmental Ledger Review Guide
- How to properly review departmental ledger transactions.
- Divisional and Departmental Costing Guidelines
- How to comply with federal regulations governing the accounting and reporting of costs.
- Effort Reporting System Guide
- The UCSC Effort Reporting System (ERS) is a web-based system used to certify effort supported by federal funds.
- Entertainment, Business Meetings, and Other Events Expense Guide
- How to properly spend University funds for meals, refreshments, and other entertaiment expenses.
- Equipment Adjustment Guide
- How to complete a journal to correct a purchase transaction foapal.
- Equipment Assembly, Installation, and Repair Guide
- General information about the payment process related to assembly, installation and repair of equipment.
- Equipment (Purchased) Payment Guide
- General information about the process used to pay for equipment.
- Equipment Removal/Disposal Guide
- General information of how to dispose of inventorial equipment.
- Extramural Awards Transaction Review Guide
- Explains control standards to ensure accuracy and validity of award-funded transactions.
- Facility Rental or Lease Payment Guide
- Information about the facility rental and lease payment process.
- Fellowship and Scholarship Payment Guide
- Information on how to request the payment of a departmental scholarship or fellowship grant.
- Financial Accountability Guide
- Basic information about maintaining individual accountability in a financial process.
- Financial Information System (FIS) Guide
- The information provided in this guide will assist UCSC staff, faculty and temporary staff who are involved in processing, reviewing, and/or approving transactions associated with financial processes to obtain a Financial Information System (FIS) account.
- Financial Information System (FIS) User Manual
- This manual is for staff who have been given access to the FIS Banner Financial Information System (FIS Banner), a financial data management and reporting system.
- Financial Transaction Control Procedures Guide
- How to evaluate and establish effective financial control procedures.
- Foreign National Visitor / Non-Resident GLACIER Guide
- For Departments processing Accounts Payable payments to Foreign Nationals.
- Funded Activity Payment Guide
- Information on how to request a payment of expenses related to a UCSC-funded activity, such as a conference, symposium, workshop, training, or an ongoing activity associated with a campus program.
- Furniture, Office (How to Buy Guide)
- Ways to order and obtain information about PBI/Steelcase furniture.
- General Invoice Payment Guide
- Provides information about the process used to pay vendor invoices.
- General Supplies Reimbursement Guide
- How to obtain a reimbursement for purchases of supplies.
- Gift Cards (How to Buy Guide)
- Gift cards used as non-cash employee awards or non-cash gifts to non-employees can be purchased by initiating a purchase order submitted using the 'Food & Entertainment' form in CruzBuy.
- Gifts: Non-Cash Employee Award and Other Gifts Guide
- Provides information about how to properly provide a non-cash award or a non-cash gift to an employee.
- Gifts: Non-Employee Non-Cash Gifts Guide
- Provides information on how to provide a non-cash gift to a non-UC employee.
- Glacier Guide (Payroll Coordinator Guide)
- The hiring and re-hiring of Foreign Nationals is first processed through the GLACIER System to generate appropriate forms.
- Goods/Services from a University Employee (How to Buy Guide)
- Employee-Vendor Purchase Transactions and Conflict of Interest
- Goods/Services from an Independent Contractor (How to Buy Guide)
- Independent contractor services can be obtained from a partnership, corporation or individual by submitting a CruzBuy requisition using the CruzBuy Services Form.
- Green Purchasing Guide
- This is intended to be a guide for developing environmentally preferable purchasing habits as a routine practice while conducting everyday business at the University.
- Hazardous Material (How to Buy Guide)
- Describes methods to be used to safely and effectively order hazardous materials in the most timely manner.
- Honorarium Payment Guide
- Information on how to obtain an honorarium payment for an individual in recognition of an academic activity.
- How To Buy Guide
- The information in this guide pertains to the most commonly purchased goods and services.
- Independent Contractor Payment Guide
- General information about the process used to pay an individual or organization providing personal or professional services to a campus customer.
- Ledger Adjustment Guide
- What to consider when making adjustments to the campus general ledger.
- Limited-Duration Academic Appointee
- The information provided in this guide is intended to assist a prospective UCSC employee appointed to a limited-duration academic position in obtaining reimbursement of or payment for moving expenses.
- Maintenance Contracts and Warranties Payment Guide
- General information about the process used to pay for equipment maintenance contracts and warranties.
- Medical Services Payment Guide
- Information on how to request a payment or reimbursement for medical services incurred as a result of a referral from the Health Center, after-hours emergency, or a required physical examination.
- Membership Payment Guide
- Provides information on how to request a payment of a membership fee.
- Moving Expense Guide - Teaching Faculty Transferring from Another UC Campus
- The information provided in this guide is intended to assist a teaching faculty member transferring from another UC campus in obtaining a reimbursement for moving expenses.
- Moving Services (How to Buy Guide)
- Departments must hire UCSC pre-approved movers to provide services to UCSC.
- MSP/PSS Non-Academic Positions
- The information provided in this guide covers reimbursement of moving costs for employees in a Manager Senior Professional (MSP) or Professional Support Staff (PSS) position, either newly-hired or transferring from another UC campus.
- New Academic Appointee
- The information provided in this guide is intended to assist a new appointee to a UCSC academic position in obtaining reimbursement of or payment for moving expenses.
- Participant Support Payment Guide
- Information on how to obtain a payment for personal expenses incurred by an individual, or the individual’s employer, in order to participate in a single, specific, UCSC-sponsored event such as a conference, symposium, workshop or training activity.
- Payment Card Merchant Guide
- Overview of Payment Card Industry Data Security Standard Requirements (PCI-DSS).
- Payroll Coordinator Guide
- How to process online entry of payroll transactions.
- Payroll Employee Guide
- Information about online help with Payroll reporting for employees.
- Performance Payment Guide
- Provides information on how to request a performance fee payment.
- Performing Artist, How to Hire (How to Buy Guide)
- General information on how to hire.
- Photographic Services Payment Guide
- Provides general information about payments made to photographers and for photographic-related services.
- Printing Services Payment Guide
- Provides general information about the payment process associated with obtaining printing services, and services involving the design and use of art for printed goods.
- Pro-Card Guide
- Information on getting and using a Pro-Card for Cardholders, Supervisors, Reviewers, and Administrators.
- Purchasing Process Guide
- The information in this guide is for university personnel who are authorized to make or influence purchases on behalf of a UCSC division.
- Red Flags Rule (Preventing Identity Theft)
- How to develop a plan for protecting customer account information from identity theft.
- Rented Items Payment Guide
- General information about the process used to pay for rented items, such as videotapes and discs, motion pictures, mailing lists, and meeting and event equipment.
- Security Services (How to Buy Guide)
- Only approved Security Operators are authorized to perform security services at UCSC, both on campus and at leased or rented facilities.
- Senior Management Group
- The information provided in this guide covers reimbursement of moving costs for employees in the Senior Managment Group (SMG).
- Separation of Duties Guide
- Ensure that positions within a unit do not have conflicting duties.
- Software Payment Guide
- General information about the process used to pay for pre-written and custom-written computer software licenses.
- Storage, Off-Campus Facility (How to Buy Guide)
- UCSC Purchasing has negotiated a contract with Statewide Self-Storage for providing off-campus storage units.
- Subject Payment Guide
- This guide provides information on how to obtain an Advance Payment for Subject Payments.
- Subscription Payment Guide
- This guide provides general information about the process used to pay for a subscription to a newspaper, periodical, or magazine.
- Supplier Guide
- This guide provides information for suppliers providing goods and services to the university.
- Supplies and Equipment, Office (How to Buy Guide)
- The information in this guide pertains to the most commonly purchased goods and services.
- Sustainability Guide
- Promote and implement practices to support UCSC sustainability goals.
- SVC Facility Guide
- UCSC Employee Guide to the Scotts Valley Center
- Temporary Staffing
- The information in this guide is intended to help employees identify a temporary staffing agency, initiate a staffing request, and establish a payment vehicle for invoices.
- Tracking and Inventorial Guide
- How to track inventorial equipment.
- Travel Guide
- Information to help ensure a quick, trouble-free accounting and payment of business travel expenses.
- Vehicle Rental for Non-Employee Travel (How to Buy Guide)
- Lists UC agreements with vehicle rental companies.
- Vendor Checks: Disbursement Guide
- How to handle a variety of situations involving a vendor check payment.
- Vendor Checks: Reissues, Cancellations and Stop Payments
- What to do when a vendor check has been lost, stolen, or become stale dated.
- Vendor Set-up Guide
- How to request the set-up of a new vendor in the Financial Information System.
- What Department Buyers Need to Know (Purchasing Process Guide)
- The information in this guide is for university personnel who are authorized to make or influence purchases on behalf of a UCSC division.
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