Business & Financial Services is an integral campus and community partner, providing sustainable value-added services and solutions to ensure responsible compliance and stewardship in support of the UCSB Mission and UC Statement of Ethical
Business & Financial Services is an integral campus and community partner, providing sustainable value-added services and solutions to ensure responsible compliance and stewardship in support of the UCSB Mission and UC Statement of Ethical
Guide to Employee Self-Service Guide to Manager Self-Service Student (Staff and Academic) Employment Guidelines (UC and Non-UC) – July 2025 Approvers Guide for Transactional Users UPK - UCPath Help Site New Employee I-9 Process Email Templa…
Guide to Employee Self-Service Guide to Manager Self-Service Student (Staff and Academic) Employment Guidelines (UC and Non-UC) – July 2025 Approvers Guide for Transactional Users UPK - UCPath Help Site New Employee I-9 Process Email Templa…
Only individuals issued a formal delegation of authority to sign contracts can sign written contracts for goods and services. This includes travel and entertainment contracts (food, catering, hotels, and other event-related services). Contr…
The Controller provides leadership for a broad range of accounting and financial services at UCSB, including general accounting, cashiering, accounts payable, accounts receivable, contract and grants accounting, payroll, and procurement ser…
Cash Advance Form Concur Membership Form Credit Letter Declaration of Lost Check Form (Stop Payment Request) Declaration of Missing Evidence Direct Bill Payments (External) This form should be used for all direct bill payments to vendors. T…
Bay Alarm Emergency Notification Form Contract Considerations & Checklist FDP/RTC Form - Departmental Use Only UC Small Business Solicitation Documentation Form 1/23/19 (central Procurement use only) UC FFATA Reporting Form 1/10/19 UC Debar…
Procurement processes all goods and services contracts outside of construction, copyright, patents, and research. View a matrix of which office on campus processes which type of agreement Generally speaking, all services can be submitted on…
If you are planning to send an electronic payment to UCSB, we ask that you complete the appropriate Wire Notification Form below, depending on whether you are wiring funds to a department or program, or a student. This helps us administer t…
A key control is an action your department takes to detect errors or fraud in its financial statements. Your department should already have key financial review and follow-up activities in place. To fulfill documentation requirements, depar…
The Business & Financial Services website provides opportunities for training in many of the areas we support. In addition to the below resources, see our Mini Tune-Ups page for coaching sessions led by BFS subject matter experts and design…