The BearBuy team regularly conducts interactive meetings for the Bears that Buy user group. As BearBuy utilization increases, it is important to expand the user group to include those who have used the system for some time and would like wish to provide ideas for continuous improvement.

All attendees will be entered in a raffle!

  Bears that Buy User Group Town Hall Feedback Session

Tuesday, January 27th | 9:00am to 10:30am

150 University Hall

Light refreshments will be served.

 CLICK HERE to RSVP for the Bears That Buy Town Hall

• BearBuy System Enhancement Request 
• Forms - Consolidation project update
• Cal Answers Procure-to-Pay reports
• BearBuy Resources and Support
• Q&A 

   

Below are the upcoming sessions and their unique webinar sign up. All sessions are scheduled on Wednesdays, from 1:30 to 2:00 pm. 

Utilizing Simple and Advance Document Search Features

Wednesday, January 21, 1:30-2:00 pm

This webinar is highly recommended for all users. This webinar will go over the different functions available in BearBuy for simple and advanced document search. We'll go over the different search options available for both search types, the available search filters, saving searches, etc.

Register for: Utilizing Simple and Advanced Document Search Features

Forms 101

Wednesday, February 4, 1:30-2:00 pm

This webinar is highly recommended for all users. This webinar is a general overview of forms. We will go over the purpose of forms in BearBuy, how they are designed to work and which form to use for specific transactions at a high-level. 

Register for: Forms 101

3. 

 

Announcing an Updated and Improved 

UC Berkeley Substitute W-9 and Supplier Information Form

Effective February 16, 2015, in order to more accurately capture IRS 1099 Withholding information, we are pleased to announce the implementation of a revised UC Berkeley Substitute W-9 and Supplier Information Form.

• Before February 16^th, please continue using the existing fax number when submitting requests to Vendoring
• Starting February 16^th, fax completed Substitute W-9 Form to (510) 664-7209 

What is new?    

• Form change: Description of business or service section now contains check boxes
• Check the appropriate description box and/or complete the "OTHER" text field 

 

 

How does the change improve compliance?

• 1099 Withholding reporting is required by the IRS
• The new check boxes will be used in conjunction with the Federal Tax Classification helps to determine if a supplier should be setup for 1099 Withholding reporting

Where do we find the new form? 

• The new form will be sent out in the February BearBuy newsletter and also posted on the Supply Chain Management > Vendoring webpage 

Who do we contact if we have questions about the form?

• BearBuy Help Desk

Phone: (510) 664-9000 option 1, then option 2

        Email: [email protected]

4.   America To Go

 

Thank you for your help in making the pilot of the America To Go catalog a success. The success of the initial pilot would not have been possible without your help and support. As a new year begins, we want to remind customers that:

• Department Roll Out
• The America To Go catalog continues to be rolled out to departments and users.  For information on the roll out schedule, please contact Stacey Templeman at [email protected].

• Custom Orders
• The America To Go system can accommodate custom orders.  Please contact the caterer directly to design a custom menu.  The caterer will load your personal custom quotation in the catalog where you can select the quotation and add it to a shopping cart for approval, ordering, and payment. If you have any questions or need assistance placing a custom or last minute order, please call America To Go Customer Service at 866-284-8646.

• Meeting and Entertainment Approval
  • Catering requires approval according to the meeting and entertainment policy. 
  •  Please remember to attach approved Meeting and Entertainment authorization forms to all catering orders such as America To Go catalog orders and BearBuy payment request form.
  • As a reminder, Accounting maintains records of approvers with meeting and entertainment approval delegations.  Be sure to send copies of delegation records to Accounting as approver names change.

 

Q: How do I request an item to be purchased using a bluCard?

  

A:  Use the Non-Catalog Form and select BluCard Tracking as the supplier in order to request an item to be purchased using a bluCard.  

 

 

Complete the section for the suggested supplier name and General Info including the item description, catalog number, quantity and estimated price.  Also add any attachments or supporting documents such as a quote.  

  

When processing your request, the Requisition Creator will place the order with the supplier using their bluCard.  For more details on how to complete the Non-Catalog Form for bluCard please see the bluCard Tracking job aid.