Below are resources to help with different areas of Department finance. The finance coordinator is available to assist you in processing many of your business transactions and to help guide you with submitting purchase orders, payment, and general reimbursement. To contact, email muspay@berkeley.edu
For guidance on your inquiry, please scroll to the "Frequently Asked Questions" section at the bottom of this page.
To avoid delays in payments, complete this Google Form(link is external) for each guest or performer who will be receiving as soon as possible– ideally a minimum of two weeks before the event.
Note:
Groups cannot be paid via an honorarium. Payments for groups must be paid via a Purchase Order. Refer to the Independent Contractor(link is external) section.
Current UC Berkeley students cannot be paid an honorarium. Berkeley Law has a helpful guide to provide guidance about the payment and the reimbursement process for paying students(link is external)
More information about paying for services here(link is external)
Vendor must be registered as a “supplier” with UC Berkeley, and a purchase order must be created BEFORE any service can be performed. The University will not reimburse for payments made for services provided. Please coordinate with the finance coordinator(link sends e-mail) in advance of the service being provided.
More information here(link is external)
If the person you wish to hire is a current student, please reach out to the Department Manager(link sends e-mail)
I would like to book travel arrangements myself using my funds:
Create a Direct Bill ID(link is external) to bill your reservation against your chartstring. Save the Direct Bill ID number and go to ConnexUC(link is external) to book your travel arrangements.
I would like assistance with booking travel arrangements for myself or my guest:
Coordinate with the finance coordinator (link sends e-mail)ahead of the trip using the applicable Google form below.
Google Form for booking flights for Faculty/Staff/Students(link is external)
Google Form for booking flights for Guests(link is external)
More information here(link is external)
The finance coordinator can assist faculty and staff with reimbursements for expenses related to UC business that they have paid for with personal money. UC Berkeley uses this website(link is external) to process reimbursements. Note: you cannot submit for reimbursement for payment for services provided (i.e. for copyist work, Editing and Engraving, piano tuning, etc). Services should be paid via a Purchase Order. Refer to the Purchasing Goods(link is external) section for more information.
To submit for reimbursement to be entered by the financial coordinator, use this departmental link(link is external) which will prompt you through what is required. For any reimbursements with more than 4 attachments, do not use the Google Form. Instead, email all supporting documentation to the finance coordinator.(link sends e-mail)
More information about reimbursements here(link is external)
PI Portfolio (Listed under "Financial Dashboard") provides an overview of all funds that have been assigned to a faculty member. This includes both funds that are managed at the department level (e.g. BEAR funds, start up funds) and sponsored grants managed by Berkeley Regional Services' staff.
Please note that accessing Pl Portfolio off-campus requires VPN access.
Summary of fund balances can be reviewed on the "portfolio" tab
Transaction details can be reviewed on the "transactions" tab
The finance coordinator assists faculty and staff with purchasing goods used for UC business and that are paid for using UC funds. Some goods can be purchased using the campus purchasing system BearBuy(link is external). Flights, Airbnbs, and some other ground transportation can be purchased through ConnexUC(link is external). Other goods can be purchased using the department’s BluCard and Events card(link is external). Purchasing items through the department avoids faculty and staff needing to pay out of pocket for expenses and allows the department to ensure its members are compliant with UC policies.
To determine the best payment method for the goods/services you’re purchasing, check the Payment Methods for Goods and Services(link is external) spreadsheet.
More information here
