Financial Forms

This form serves as an agreement from your organization to spend org money on Supplies or a Service. We do not give organizations cash, a check, or a credit card to purchase items. Instead, this request creates a document called a Purchase Order that serves as a promise to pay from the University to the vendor.

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This form is an agreement that captures the amount to give back to a person when they made a purchase with their own money for the organization. To be reimbursed, you must fill out a 204 Form. Don’t pay out of pocket for services. The University can’t reimburse you for services. 

 

This timeline shows how long financial requests take to process.


This is a University form, it’s not a SOMeCA form! This form allows for individual and businesses to receive payments from UCSC for reimbursements, goods, services, honoraria, and more.


At the end of a service, please submit a Request to Pay Form to pay the vendor for services provided to your student organization.


Please review this list of commonly used vendors who accept UCSC purchase orders for supplies, food, or services. 

This is not a complete list of vendors! Contact your SOMeCA Office or soar@ucsc.edu to inquire if a particular vendor is in the system. New vendors must submit their payment information through a 204 form in order to receive payments from UCSC for goods and services.


RSO Authorized Representative submits a request to view the organization ledger to the SOAR email (soar@ucsc.edu) from their personal "@ucsc.edu" account. The email will serve as the authorization to review. SOMeCA fiscal staff reviews the request, sends a confirmation receipt, and attaches a spreadsheet of the organization's financial transactions.


This funding award form is to be used by funding bodies only.


This is a step by step guide to initiate a request in DocuSign and reroute to a signer.

Travel

Contact your SOMeCA advisor for any travel-related matters. Visit our Glossary for more information.


Fundraisers

Please contact your SOMeCA advisor if your organization is planning on having a fundraiser.