Help and FAQ

Supplier Requests

How to setup a new supplier

To setup a supplier who does not have an existing UCB Supplier Profile (active or inactive), please see the document: UCB Update Supplier Profile Process (PDF).

How to update an existing supplier's profile

Please submit a substitute W-9 for the supplier with the updated information, following the instructions in "How to setup a new supplier"

How to reactivate a supplier's profile

To request reactivation of a supplier that is currently inactive and not available for shopping, please email: vendoring@berkeley.edu
  • Include 'reactivate' in the subject line
  • Include the supplier name and supplier number in the subject line

UCB Substitute W-9 and Supplier Information Form (Sub W-9)

How to submit the UCB Sub W-9 form

Because forms can contain sensitive information like Social Security Numbers, the UCB Sub W-9 form must be submitted to our secure fax line (510-664-7209).

You can use a fax machine or an online fax service to submit. The University email system does not support transmission of this data. There are several ways to submit online, you should use the process that best fits your business needs.

We have provided a tutorial on using FaxZero, although there are many other online fax services you can use.

We do not endorse any specific method but can suggest reviewing offerings available online. You can search for "online free fax" or review this website: How-To-Geek website for more information.

How to find out which form fields are required

Depending on the type request and supplier, not all form fields will need to be completed for processing. Please see the Vendoring Decision Tree to help you identify which fields are required based on your Supplier request.

How to create an electronic signature

  • Create an image (jpg, gif, png, or other file format) of your signature and add it to the PDF version of the document you are signing -OR-
  • Draw your signature in Microsoft Paint, save it as a jpeg and insert it into the signature area on the document.
  • Visit the 7 Free Online Fax Service website to learn more about creating an electronic signature.

Where can I find the UC Berkeley Substitute W-9 & Supplier information form (Sub W-9)?

General Information

How can I setup a refund/individual/supplier (Suppliers) in BearBuy?

All Suppliers must first be entered in the UCB Supplier database in order to be available for use in BearBuy.

Please refer to the Vendoring: How to...? section for step-by-step instructions.

You can also refer to the Supplier Decision Tree to identify which form fields are required for your request.

What form should I use to setup or update a Supplier profile in BearBuy?

The UC Berkeley Substitute W-9 & Supplier Information Form (Sub W-9) must be used to request all Supplier setups and updates.

Does Vendoring confirm receipt of faxes?

The current vendoring system is unable to provide confirmation of receipt. You are faxing to a work queue (a computer). Please use your fax receipt as confirmation of receipt.

Once a Supplier setup/update has been processed, will I be able to access copies of the original request?

All Supplier records are handled as confidential, therefore if you need a copy of the request, direct your Supplier, prior to faxing, to forward a copy to you.

Filling out and Submitting the UC Berkeley Substitute W-9 & Supplier Information Form (UCB Sub W-9)

How do I enter information on the UCB Sub W-9 form directly from my computer?

You can directly enter information on the downloaded editable pdf form, available on our website. 
Important information if you are efaxing:
  • Prior to faxing the request, please confirm content associated to the form is visible before submitting as some browsers stip content when saving
  • Some browser configurations either don't allow editing or may remove added content when saving. For possible solutions, see below.
    • If you are not allowed to add content in a particular browser: access the Adobe website to learn how to modify your browser configuration settings.
    • "Print to" Windows XPS document format and convert to PDF. For assistance with this process, please read this article: How do I circumvent PDF editing security?
    • Use CutePDF Writer (freeware options) to "print to" pdf formats.

What are the required forms fields to process a Supplier setup or update request?

Required form fields vary based on the type of Supplier you are setting up as well as the nature of your request (new or update). Please visit the Vendoring Supplier Decision Tree (PDF) to identify which form fields are required for your request.

What does Section 1 - Description of Business OR Service Providing To UC Berkeley represent? What Should I Select?

The "Description of Business or Service Proving To UC Berkeley" is located right above Section 2 of the form and is used to help identify the type of business. Vendoring uses this information to categorize the business. This field is also used for Individual requests. 

Individual Requests
There are 5 descriptions to select from for Individuals only:

  1. Reimbursement: When an Individual needs to be reimbursed for travel or airfare, or when the individual needs to be reimbursed for goods or services they purchased on behalf of the University
  2. Honorarium: A one-time payment for special service or unique achievement. See the SCM Honoraria webpage or the Controller's Office Honaria webpage (link is external)
  3. Prize or Award - When an individual is receiving an award/prize.
  4. Stipend: Used when an Individual is to receive a stipend, a predetermined amount of money that is periodically provided to help offset expenses.
  5. Human Subject: Use when an Individual is to received human subject payment for their participation in research involving human subjects. Check out the CPHS website (link is external) for more information.

​Suppliers Requests

  • For Businesses or Individuals wishing to register their business, please check "Other" and provide ​a brief description of the goods or services they provide.
  • Also include the ​ UNSPC code ​if available.

Once the Supplier has completed the UC Berkeley Sub W-9, where should it be sent?

The completed form should be faxed to UC Berkeley Vendoring at 510-664-7209. This information is noted at the top of the current UC Berkeley Substitute W-9 & Supplier Information Form (Sub W-9).

Does Vendoring confirm receipt of faxes?

The current vendoring system is unable to provide confirmation of receipt. You are faxing to a work queue (a computer). Please use your fax receipt as confirmation of receipt.

Once a Supplier setup/update has been processed, will I be able to access copies of the original request?

All Supplier records are handled as confidential, therefore if you need a copy of the request, direct your Supplier, prior to faxing, to forward a copy to you.

Process

May any UC employee (past or present) do business with UC Berkeley?

Any UC employee (regardless of UC campus) wishing to do business with UCB must complete a Conflict of Interest Declaration Form (COI). The form will need to be reviewed and approved by upper management before UCB can do business with any past or present UC employee.

I see an error in the Supplier profile. Do I need to submit a new form?

Supplier files are created at the request of staff,  therefore:

  • If the error is due to a typo Vendoring entered, please respond to the email that you received when your vendor was created with the needed corrections. This email will have the Supplier ID and Supplier Name in the subject line of the email.
    • If you cannot locate that email, please provide Supplier ID and Supplier name with the needed correction.
  • If the form submitted for processing contained incorrect information, please fax corrected form or submit new form for processing.
  • If you are referring to an old vendor file, please submit an update request.

Why was I never notified about my submission?

  • Your fax submission failed and you were not aware.
  • Request was never received.
  • Request was received on wrong side so therefore appeared to be a blank sheet of paper in the work queue.
  • Request was too dark, too light, or illegible.
  • Incorrect email for you was noted in Section 2 of form.
  • An online faxing program was used but the request was received blank.
  • Section 2 was incomplete, which should include your name, email address and phone number.
  • Another UCB staff person’s contact info was noted in #2 of form, and not yours.
  • You failed to instruct the Supplier to note your contact info on form before faxing for processing.

Policy

Can I sign Section 4 of the form on behalf of the Supplier?

No, the form must be signed by the Supplier.

Are employee-vendor transactions allowed?

Employee-Vendor relationships are prohibited under UC Procurement Policy, BFB-BUS-43. The University generally prohibits transactions with employees due to conflict of interest. For more information on the employee-vendor policies and department’s responsibilities, please see Conflict of Interest.

May I work with students?

Students should be hired as employees: A department wishing to pay a student for the provision of services should hire the student as an employee on a limited appointment. Students providing services should not be paid as Suppliers, as it is unlikely a student will be in a true independent contractor relationship with the University, as defined by IRS regulations. If the department believes it has an exceptional situation, they need to contact their Campus Buyer for instructions on how to proceed.

My submission was flagged as a student or employee. What do I do?

See the following two FAQs below. This is usually triggered when a supplier has a "berkeley.edu" email address. This usually means they are already in BFS as a student or employee.

Can I request that a vendor file be set up for “students” that are from any of the UC systems?

The short answer…it depends.

UC Students attending UC Berkeley: Vendoring does not create nor maintain UC Berkeley student profiles. For any student attending UCB, their info is automatically available for use in Bearbuy or the Travel system using their Student ID. Since their info is considered confidential the student maintains their own information via student services. A regular vendor file can only be created by Vendoring when they are no longer attending UCB. At that time please refer to the Decision Tree for the required fields making sure to use their personal information including a personal (non-berkeley) email address.

UC Students attending any of the other UC campuses (and not UCB): Vendoring can create and maintain a vendor file for non-UCB students. Just following the requirements for setting up an individual as noted in the Decision Tree. The request should only include their personal information and no UC information.

Can I set up a vendor file for “employees” that are from any of the UC systems?

The short answer…it depends.

UC Berkeley employees – as a rule no since there is a conflict of interest present: Vendoring does not create nor maintain UCB employee profiles. For any employee working at UCB, their info is automatically available for use in Bearbuy or the Travel system using their Employee ID. Since their info is considered confidential the employee maintains their own information via at-your-service. A regular vendor file should only be created by Vendoring when they are no longer an employee of UCB. At that time please refer to the Decision Tree for the required fields making sure to their personal information including a personal (non-berkeley) email address. The request will need to include a Conflict of Interest (COI) form with both Part A and B completed and signed. The COI will need to be approved by management prior to the request being processed.

UC Employees working at any of the other UC campuses (and not UCB): A regular vendor file can be created by Vendoring. Please refer to the Decision Tree for the required fields. The request should only include their personal information and no UC information. The request will need to include a Conflict of Interest (COI) form with both Part A and B completed and signed. The COI will need to be approved prior to the request being processed.

What about 1099 and withholding?

1099 Withholding reporting is required by the IRS.  The check boxes used in conjunction with the Federal Tax Classification information helps to determine if a Supplier should be setup for 1099 Withholding reporting.