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Accounts Payable


Forms

Form Name
Purpose
Form W-9 (TIN Requests) Third-party requests for UCR’s Form W-9 are for IRS reporting of payments to the university (e.g., interest, dividends, rents, royalties). Do not create, modify, or sign a new form. Provide requesters the official signed version.

Resources

Resource Name
Purpose
Franchise Tax Board Website Resources and tools for verifying California tax withholding requirements, reporting obligations, and compliance related to payments made by UC Riverside to individuals and entities subject to state income tax.
Reference Guide on Giving Gifts to Employees/Non Employees  Provides guidance on the appropriate use and administration of non-cash gifts and prizes given on behalf of UC Riverside.
UC Sales & Use Tax Manual Outlines UC Riverside’s responsibilities for complying with California sales and use tax laws, which apply to the University as a taxable entity under state law. It provides guidance to ensure proper determination, collection, and reporting of applicable sales and use taxes on purchases and sales of tangible goods and services.

Business Contracts


Forms

Form Name
Purpose
Performance Agreement Intake Questionnaire Required for Procurement Services to initiate a performance agreement with the artist on behalf of the department. Submit requests at least one month before the event.

Resources

Resource Name
Purpose
Contracting Guide  

Extramural Funds


Forms

Form Name
Purpose
Cost Sharing Contribution Form Guidelines and form on completing a Cost Sharing Contribution Report.
Fixed Price Surplus Funds Transfer Certification Form Request the transfer of unexpended balances on fixed-price sponsored awards to the Org’s Fixed-Price Surplus Fund. Review guidelines for Fixed-Price Award Balances 
Request New Contract & Grant Project(s) Form  Form to establish new project(s) under an existing award to allocate funds to Co-Investigators, align with different project organizations, or meet specific sponsor reporting requirements. Review guidelines for New Projects 
Signature Authorization or Cancellation -U242-RIV Used to officially delegate or revoke signature authority for individuals for certain financial transactions.

Resources

Resource Name
Purpose
Work In Progress

 

Resources
Audited Financial Reports
A-133 Audit Reports
ABS Campus User Guide – Accounts Receivable Report
C&G Awards_Direct Fed and FFT
Cost Share (Post Award)
Cost Share (FAQ)
Direct Costing Policy
Fly America Act
Foreign Travel Back-up Needed for Awards with Federal Funding
NIH Salary Cap
NIH Grant Policy
Non Payroll Federal Expenditure Cost Transfer Guidelines
Office of the President - Research Administration Office
OMB Circular No. A-21
OMB Circular No. A-110
OMB Circular No. A-133 (original)
OMB Circular No. A-133 (supplement)
Overdraft Control Tool
Payroll Certification UCR
Payroll Cost Transfers
Signature Authorizations
Short Term Investment Pool (STIP)
UC Accounting Manual
UC Business and Finance Bulletins
UC Contract and Grant Manual
UCR CASB Disclosure Statement-Revision2 - January 01, 2018
UCR Delay of OMB Uniform Guidance - Procurement Standards
Uniform Guidance Federal
Uniform Guidance UCOP
Uniform Guidance - What the PI Needs to Know

Payroll Coordination




Procurement Services


Forms & Resources
Category
Conflict of Interest Form Conflicts of Interest
Controlled Substances Process Flow Chart Controlled Substances
Department Pre-Approval Checklist Pre-Approval Checklist
Exception to UC Insurance Requirements
(Exception Request Portal)
Risk Management
Equipment Loan Agreement Equipment Loan
Export Controls Classification Request (ECCR) Export Controls
Export Controls for Buyers Export Controls for Buyers
Export Controls for Purchasing Export Controls for Purchasing
Campus Building Permit Overview Furniture Purchases
Campus Building Permit Required Furniture Purchases
Checklist for Furniture Projects Furniture Purchases
Furniture Process Flow Chart Furniture Purchases
Work Exempt From Campus Building Permit Furniture Purchases
Independent Contractor Classification Form Independent Contractor
Independent Contractor Workflow Independent Contractor
Insurance Requirements for Independent Contractors Independent Contractor
Off-Site/Prequalified Catering Process Flow Chart Off-site/Prequalified Catering
Prequalified Caterer Requirements Off-site/Prequalified Catering
Prequalified Caterer Requirements (EXAMPLES) Off-site/Prequalified Catering
Dispute Form PCard
UCR Amazon Business Account - Requisitioner Training PowerPoint PCard
Research Equipment-Partial Sales Tax Exemption Sales Tax
Relocation Services Brochure Relocation Services
Relocation Services Process Flow Chart Relocation Services
Instructions to Complete SSPR Form Source Selection & Price Reasonableness
Source Selection & Price Reasonableness form (SSPR) Source Selection & Price Reasonableness
SSPR Form FAQs Source Selection & Price Reasonableness
Unauthorized Purchase Declaration Form Unauthorized Purchase

STIP Rates


Fiscal Year
Quarter
Start Period
End Period
Rate (%)
2025 QTR4 10 12 4.3
2025 QTR3 7 9 4.4733
2025 QTR2 4 6 4.4167
2025 QTR1 1 3 4.80333
2024 QTR4 10 12 3.63
2024 QTR3 7 9 4.3167
2024 QTR2 4 6 4.3033
2024 QTR1 1 3 4.5233
2023 QTR4 10 12 3.53
2023 QTR3 7 9 3.1767
2023 QTR2 4 6 2.77
2023 QTR1 1 3 1.6533
2022 QTR4 10 12 0.7333
2022 QTR3 7 9 0.2733
2022 QTR2 4 6 0.2167
2022 QTR1 1 3 0.31
2021 QTR4 10 12 0.41
2021 QTR3 7 9 0.5067
2021 QTR2 4 6 1.0767
2021 QTR1 1 3 1.1767
2020 QTR4 10 12 1.1233
2020 QTR3 7 9 1.6367
2020 QTR2 4 6 1.9633
2020 QTR1 1 3 2.0667
2019 QTR4 10 12 2.1867
2019 QTR3 7 9 2.2267
2019 QTR2 4 6 2.5567
2019 QTR1 1 3 2.45
2018 QTR4 10 12 2.12
2018 QTR3 7 9 1.5067
2018 QTR2 4 6 1.4867
2018 QTR1 1 3 1.3933
2017 QTR4 10 12 1.3433
2017 QTR3 7 9 1.3033
2017 QTR2 4 6 1.1967
2017 QTR1 1 3 1.1533
2016 QTR4 10 12 1.19
2016 QTR3 7 9 1.2633
2016 QTR2 4 6 1.1633
2016 QTR1 1 3 1.3167
2015 QTR4 10 12 1.23
2015 QTR3 7 9 1.4133
2015 QTR2 4 6 1.5
2015 QTR1 1 3 1.5033
2014 QTR4 10 12 1.3633
2014 QTR3 7 9 1.557
2014 QTR2 4 6 1.818
2014 QTR1 1 3 1.827
2013 QTR4 10 12 1.629
2013 QTR3 7 9 1.927
2013 QTR2 4 6 2.441
2013 QTR1 1 3 2.527
2012 QTR4 10 12 1.9729
2012 QTR3 7 9 2.015
2012 QTR2 4 6 2.3921
2012 QTR1 1 3 1.8576
2011 QTR4 10 12 2.1694
2011 QTR3 7 9 1.9238
2011 QTR2 4 6 2.358
2011 QTR1 1 3 2.6982
2010 QTR4 10 12 2.5584
2010 QTR3 7 9 2.1968
2010 QTR2 4 6 2.4484
2010 QTR1 1 3 2.5725
2009 QTR4 10 12 3.0448
2009 QTR3 7 9 3.2054
2009 QTR2 4 6 3.9099
2009 QTR1 1 3 3.5411
2008 QTR4 10 12 3.9273
2008 QTR3 7 9 4.2809
2008 QTR2 4 6 4.9353
2008 QTR1 1 3 4.4679
2007 QTR4 10 12 4.2194
2007 QTR3 7 9 4.3
2007 QTR2 4 6 4.245
2007 QTR1 1 3 4.1621
2006 QTR4 10 12 4.2122
2006 QTR3 7 9 3.9076
2006 QTR2 4 6 3.5951
2006 QTR1 1 3 3.5224
2005 QTR4 10 12 3.4128
2005 QTR3 7 9 3.3246
2005 QTR2 4 6 3.2082
2005 QTR1 1 3 3.0825
2004 QTR4 10 12 3.1315
2004 QTR3 7 9 3.0389
2004 QTR2 4 6 3.0483
2004 QTR1 1 3 3.0092
2003 QTR4 10 12 3.0612
2003 QTR3 7 9 3.3548
2003 QTR2 4 6 3.5993
2003 QTR1 1 3 3.6382
2002 QTR4 10 12 4.1642
2002 QTR3 7 9 4.0749
2002 QTR2 4 6 4.376
2002 QTR1 1 3 4.9083
2001 QTR4 10 12 4.9833
2001 QTR3 7 9 5.0353
2001 QTR2 4 6 5.3056
2001 QTR1 1 3 5.5418
2000 QTR4 10 12 5.0205
2000 QTR3 7 9 4.8909
2000 QTR2 4 6 4.8099
2000 QTR1 1 3 5.437