- When are quotes and insurance certificates required?
A quote needs to be attached to every cart unless the purchase is from a BearBuy hosted or punch out catalog (e.g. Office Depot, Grainger). Insurance also needs to be attached to all carts that are related to: services, software, food and/or catering, or higher risk goods or equipment depending on location and usage (i.e. playground equipment, medical equipment, etc.). If a supplier needs insurance for a one-day event or for the year, insurance information and how to purchase it can be found on the Risk Services website.
- When do I need competing quotes?
Three or more competing quotes plus certificate of insurance need to be attached to every cart $10k and above (unless the purchase is from a BearBuy hosted or punch out catalog, e.g. Office Max, Grainger, etc.). Anything $10k and above has to demonstrate "price reasonableness" and this is most clearly achieved via multiple competing quotes.
- For all orders $10k and above, it is recommended that Department should complete the Proof of Price Reasonableness & Source Justification Form.
- For all orders $100k and above, it is required that Department complete the Proof of Price Reasonableness & Source Justification Form.
- When does a Purchase Order (PO) need to be generated?
A purchase order needs to be generated prior to the start of work (and prior to a commitment being made between the department and the supplier), regardless of dollar amount for all services, for all software, and for goods not purchased on a campus credit card. More information and the consequences of making unauthorized purchases are discussed in more detail on the Supply Chain Management web page.
- If a supplier wishes to be paid for an unauthorized purchase, the department must provide an “After the Fact” justification. For more information see: Delegated Authority and After the Fact Justification For Unauthorized Purchases.
- The After the Fact form can be found on the Supply Chain Management website.
- VC’s signature is required for these instances:
- All service related invoices where no Certificate of Insurance (COI) is on file prior to commencement of the service for any and all purchases.
- All service related invoices over $9,999
- All commercial goods over $9,999
- Anytime required documentation for an ATF purchase is missing and cannot be provided (Ex. Certificate Of Insurance, sole source, etc.)
- How do I determine if a supplier is set up in the system?
Search in BearBuy (hyperlink to BearBuy) under supplier name or UC Berkeley supplier ID number, or Fill out the Purchasing Request PO Form, and a member of our team will check and let you know.
- How do I add new supplier to the system?
Adding new suppliers to the financial system can be done through the UC Berkeley Campus Vendoring Office.
- How do I buy software or hardware?
Purchases of any dollar amount, that involve software or IT interface will need to be reviewed by SAIT for security purposes and implementation planning/scheduling prior to approval. Submit IT inquiries and requests directly to: SAITservice@berkeley.edu
- Does a campus contract already exist?
How to find out if a Student Affairs, Campuswide or Systemwide contract already exists?
- Search in BearBuy under “Contracts” link, or
- Fill out the Purchasing Request PO Form.
- Can I sign this contract?
Contracts (of any dollar amount) that require signature or that include a supplier's terms and conditions need to be reviewed and signed off by a buyer prior to commitment to purchase. Link to policy and additional information on signature delegation.
- How do I hire an independent contractor and/or a consultant?
Hiring Independent Contractors and Consultants require additional documentation. All required forms for independent contractors can be found here.
- How do I initiate a revenue generating contract?
Revenue-Generating Contracts are typically reviewed and signed by another office on campus, Business Contracts Brand Protection. The link to their site is: https://bcbp.berkeley.edu/.
- I have questions about Maintenance Prevailing Wage work?
Landscaping, maintenance, construction, or any other services that might be considered “prevailing wage” work of $15,000 or more should be routed to a buyer (via BearBuy) for review and possible registration with the State Department of Industrial Relations. Information needed in order to register the project with the State:
- The first date bids were requested of suppliers
- Bid award date
- Estimated or actual project start date
- Estimated or actual project completion date
- Contractor's License #
- Contractor's Project Manager's Name & Title, Email address, Contact phone #
- Contractors DIR#
- Project Address – location where the work will be done
- Brief description of the business purpose
- Valid winning quote + competing quotes
- Valid certificate of insurance listing “The Regents of the University of California” as additional insured
- Blanket PO’s & Formal Bidding Process
- Requests for "blanket" POs require additional documentation, a signed contract, and a discount from the vendor, and are not automatically generated. The department is strongly encouraged to eliminate blanket POs.
- Formal, public bidding by a buyer is required by the State for purchases $100k and above.
- Frequently Used Links
- Insurance Required of Suppliers
- Insurance for Suppliers who do not already have coverage
- UCOP Procurement Policies (Gifts & Gift Cards: see G-41 & G-42)
- UCOP Standard Terms for Suppliers
- How to set-up a new Vendor not in the system
- Pay a Supplier/Vendor Invoice
- After the Fact Justification
- Supply Chain Management Forms
- Supply Chain Management Website
- BearBuy Help and Training
- Cal Answers Reporting Help and Training
- Interdepartmental/Intercampus Order (IOC Form)