Here is a summary of key steps in the UC Berkeley purchasing process for individuals and businesses providing goods and services to Berkeley Law customers. More information about doing business with the campus is available on the Basics for Suppliers website. Purchasing questions should be directed to Berkelely Law Business Services via email to firstname.lastname@example.org.
CREATE or update A PROFILE IN THE UNIVERSITY'S FINANCIAL SYSTEM
- Complete a UC Berkeley Substitute W-9 & Vendor Information Form if you are doing business with UC Berkeley for the first time or need to update your existing supplier information.
- Both businesses and individuals must complete the required Conflict of Interest Certification Form.
- Establish electronic funds transfer instructions with the University for fastest payment.
OBTAIN A PAYMENT GUARANTEE IN ADVANCE FOR EVERY PURCHASE
Per UC purchasing policy, a payment guarantee must be established with the University before the desired goods and/or services are provided to a Berkeley Law customer:
- Credit cards - Berkeley Law Business Services can provide payment guarantees via University procurement cards for purchases of eligible goods and services valued at $4,999 or less, including sales tax and freight. Entertainment-related purchases are guaranteed via the Event Planner credit card which has significantly higher per-transaction limits.
- Paper checks and electronic fund transfers - these types of payments always require a University purchase order, which represents the University's official "promise to pay" for goods and services provided to Berkeley Law customers. Purchase orders valued at $4,999 or less (low value) can be processed by Berkeley Law Business Services very quickly. Purchase orders valued at $5,000 or more (high value) are completed by our Senior Buyer in Procurement Services and typically require more processing time. An authorized copy is automatically provided to the vendor as soon as the purchase order has been established.
SUBMIT INVOICESAn invoice represents a vendor's official "demand for payment" against an established payment guarantee. An invoice in any format should include the supplier's name and address, the date, an invoice number or other type of unique identifier for the payment request, the name of the Berkeley Law customer, an itemized description of the goods and/or services provided, and the amount to be paid. The name and address on the invoice must match the information in the supplier's profile (sample invoice). A courtesy copy of the invoice sent to the Berkeley Law customer is recommended for both electronic and hardcopy submission processes.
- Credit cards - the payment guarantee allows the vendor to process a charge against a designated credit card after the desired goods and/or services have been provided.
- University purchase order - the vendor's invoice must include the University purchase order number that was established as the payment guarantee for the purchase.
Electronic submission - attach a scanned copy of the invoice to email and send to email@example.com - one invoice per message. Use this format for the subject line: BB00271987#12345_ with no spaces, use # to separate the PO number from the Invoice number and use an underscore to indicate the end of the line.
Hardcopy submission - mail to University of California, Berkeley Disbursements Office, 30 University Hall # 1101, Berkeley CA 94720-1101 so it can be staged in the campus financial system for subsequent payment approval by Berkeley Law Business Services.