Reimbursements

The campus strongly encourages departments to purchase everyday supplies and low-value items using two preferred methods - CruzBuy or a UCSC Pro -Card. Each unit should have a CruzBuy and/or Pro Card purchaser. When using one of these purchasing alternatives is not available or is not feasible under the circumstances, an individual may use personal funds to purchase such goods and obtain reimbursement for the purchase. The following guidelines are only for reimbursement for general supplies and low-value equipment. This does not cover travel* or entertainment** reimbursements.

  1. Obtain supervisor approval before you make a purchase
  2. Retain original receipt(s)
  3. Follow the instructions on the Financial Affairs web page. Please note:  If this is your first time being reimbursed, please complete the Payee Set Up 204 form in the "Before You Start" section
  4. On Step 2 of “Request a Direct Payment”, obtain your supervisor's signature on the “Tier 1: Authorization for funding line”
  5. Send the Direct Payment, with receipt(s) attached, to the budget analyst for your unit for foapal verification and approval.
  6. The paperwork will then be sent to Financial Affairs for processing.

*For entertainment-related reimbursements, please contact Laurie Swan

**For travel-related reimbursements, go to the Travel web page.