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Entertainment / travel
CruzFly User Manual
Entertainment, Business Meetings,
& Other Events Expense Guide
Travel Guide
Vehicle Rental for Non-Employee Travel
(How to Buy Guide)
equipment
Acquisition Guide
Equipment Adjustment Guide
Equipment Assembly, Installation,
& Repair Guide
Equipment (Purchased) Payment Guide
Equipment Removal/Disposal Guide
Tracking & Inventorial Guide
financial management
Cash Handling Guide
Contract and Grant Sub-award Payment Guide
Cost and Budget Transfer Guide
Departmental Billing and Receivables
Departmental Ledger Review Guide
Divisional and Departmental Costing Guidelines
Ethics Guide
Extramural Awards Transaction Review Guide
Financial Accountability Guide
Financial Transaction Control Procedures Guide
Ledger Adjustment Guide
Payment Card Merchant Guide
Red Flags Rule (Preventing Identity Theft)
Separation of Duties Guide
General information
General Invoice Payment Guide
Sustainability Guide
SVC Facility Guide
Vendor Checks: Disbursement Guide
Vendor Checks: Reissues, Cancellations
& Stop Payments
Vendor Set-up Guide
goods
Animal Life, Feed, Seeds, Plants,
& Fertilizer Payment Guide
Business Cards & Stationery
(How to Buy Guide)
Cellular Telephones & Services
(How to Buy Guide)
Class Supplies Payment Guide
General Supplies Reimbursement Guide
Gift Cards (How to Buy Guide)
Gifts: Non-Cash Employee Award
& Other Gifts Guide
Gifts: Non-Employee Non-Cash Gifts Guide
Hazardous Material (How to Buy Guide)
Maintenance Contracts & Warranties
Payment Guide
Office Furniture (How to Buy Guide)
Office Supplies & Equipment
(How to Buy Guide)
Rented Items Payment Guide
Software Payment Guide
Subscription Payment Guide
moving / relocation
Academic Assistant Positions
Moving Expense Guide
Limited-Duration Academic Appointee
Moving Expense Guide - Teaching Faculty
Transferring from Another UC Campus
Moving Services (How to Buy Guide)
MSP/PSS Non-Academic Positions
New Academic Appointee
Senior Management Group
payroll
Foreign National Visitor / Non-Resident
GLACIER Guide
Glacier Guide (Payroll Coordinator Guide)
Payroll Coordinator Guide
Payroll Employee Guide
pro-card
Pro-Card Guide
procurement & Supply Chain
CruzBuy Quick Guides
CruzBuy User Manual
Green Purchasing Guide
How To Buy Guide
Purchasing Process Guide
Supplier Guide
Temporary Staffing
What Department Buyers Need to Know
(Purchasing Process Guide)
services
Artist & Design Services Payment Guide
Catering (How to Buy Guide)
Catering Services Payment Guide
Consultant Payment Guide
Copyright Fee & Royalty Payment Guide
Facility Rental or Lease Payment Guide
Fellowship & Scholarship Payment Guide
Funded Activity Payment Guide
Goods/Services from a University Employee
(How to Buy Guide)
Goods/Services from an Independent Contractor
(How to Buy Guide)
Honorarium Payment Guide
Independent Contractor Payment Guide
Medical Services Payment Guide
Membership Payment Guide
Participant Support Payment Guide
Performance Payment Guide
Performing Artist, How to Hire
(How to Buy Guide)
Photographic Services Payment Guide
Printing Services Payment Guide
Security Services (How to Buy Guide)
Storage, Off-Campus Facility
(How to Buy Guide)
Subject Payment Guide
Transportation Services (How to Buy Guide)
systems
CruzBuy Account Management
CruzPay Biweekly Staff Employee Manual
CruzPay Biweekly Student and
Academic Employee Manual
CruzPay Monthly Staff and
Academic Employee Manual
CruzPay Supervisor Manual
CruzPay Time and Attendance System Guide
CruzPay Timesheet Coordinator Manual
Effort Reporting System (ERS) Guide
Financial Information System (FIS) Guide
Financial Information System (FIS) User Manual
Alphabetical Listing
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.
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.
CruzFly User Manual
CruzFly is UCSC’s Expense Reporting System designed to automate and streamline the employee travel expense reimbursement and monthly CTE Card reconciliation processes.
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.
Transportation Services (How to Buy Guide)
Departments must hire pre-approved carriers to provide transportation services for UCSC-sponsored activities.
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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