Payment Types for Concur or Service & Support for Non-PO Payment Requests

Departments can present employees with non-cash awards to recognize accomplishments, length of service, retirement, or as an expression of sympathy. Departments can also present gifts to non-employees and organizations outside UC San Diego.

• Awards (Students) - Service & Support for Non-PO Payment Requests: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for gifts given to students in recognition of student achievement.
• Gifts (Non Employee) - Service & Support for Non-PO Payment Requests: Request an expense reimbursement, or payment to a vendor for gifts given to non-employees and organizations outside of UC San Diego.
• Length of Service (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for awards given to employees in recognition of length of service. 
• Other Awards and Prizes - Concur or Service & Support for Non-PO Payment Requests: Request a payment to a non-employee for cash awards such as student awards, travel awards, living allowances, or contest prizes.
• Raffle and Prizes (Non Cash) - Concur: Request a Disbursements gift card, expense reimbursement, gifts given as an incentive for employee participation in events and surveys; or payment to a vendor for prizes - Oracle. 
• Recognition (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for awards given to employees in recognition of employee achievements.
• Retirement (Employee) - Concur: Request a Disbursements gift card, expense reimbursement, or payment to a vendor for gifts given to retiring employees in recognition of their accomplishments. 
• Sympathy - Concur or Service & Support for Non-PO Payment Requests: Request expense reimbursement or payment to a vendor for a sympathy gift given to an employee or a member of the employee's family in the event of a major illness or death.

• Fees, Licenses, Permits, Premiums: Request expense reimbursement or payment to a business entity for insurance premiums, licenses, permits, and other fees.
• Membership Dues: Request expense reimbursement or payment to a business entity for membership dues, including memberships for periodical acquisition.
• Visa Fees (Homeland Security): Request payment to US Department of Homeland Security for visa fees.
• Visa Fees (Other): Request expense reimbursement or payment to a business entity for visa fees (not including Department of Homeland Security).
• Refunds: Request payment to a person or business entity for refund of overpayment.

• Real Property: Request a payment to a person or business entity for payment of rental/lease payments on real property.

• Board Member: Request a payment to a person for services performed as a member of a committee, board or panel.
• Commission Art Work: Request a payment to a person for a commissioned art work.
• Grand Round: Request a payment to a person for participation in a grand round.
• Honorarium: Request an honorarium payment to a person invited by UC San Diego to serve as a guest speaker or participant in a special event.
• Professional Lecturer - Public Speaker: Request a payment to a person for professional speaking or lecturer services.
• Professional Legal Services: Request a payment to a person or business entity for professional legal services.
• Non-Professional Services: Request a payment to a person or business entity for non-professional services (i.e. Mock Patients, Models, Note Taker, Proctor, Referee).
• Performing Artist: Request a payment to a person or business entity for services rendered as a performing artist.

Note: Fellowships are formal commitments to provide monetary assistance to an individual, usually to support advanced studies and trainings.

• Fellowships: Request a payment to a candidate for qualified fellowship awards
• Grants: Request a payment to a candidate for qualified grant
• Living Allowance: Request a payment to a candidate for qualified allowances

• Books: Request expense reimbursement, or payment to a vendor for payments for books.
• Subscription: Request expense reimbursement, or payment to a vendor for payments for a subscription. Note that memberships for periodical acquisition should be paid using the payment type Membership Dues.
• Employee Uniforms: Request expense reimbursement, or payment to a vendor for payments for employee uniforms.
• Other Supplies: Request expense reimbursement for payments for other supplies (must have valid reason for not purchasing in Oracle Procurement or with Procurement Card)

• Human Subjects / Clinical Trials / Research Projects: Request a Visa gift card (Concur), payment to the PI/Designee (Concur), payment to a participant, or payment to a vendor for compensation to participants in a research study.

• Request not Covered by Other Categories: Request expense reimbursement, or payment to a vendor for payments not covered by the other payment type options in the Payment Request form.

• Petty Cash Custodian - Reimbursement (Fund Replenishment): Request a payment to a person (Petty Cash Custodian) for reimbursement (fund replenishment) of petty cash.
• Student Organization: Request a payment to a person or organization for payment of proceeds from a student activity, or a refund of residual of deposit.
• Technology Transfer - Royalty Payment: Request a payment to a person or organization for payment of proceeds from a royalty agreement, or payment of attorney fees related to the administration of a royalty agreement.
• Sponsorship: Request a payment to a person, organization or business entity as part of an official business-related sponsorship. 

• Conferences (UC San Diego - Sponsored Conferences): Request a payment or reimbursement for expenses such as catering and facility charges for UC San Diego - sponsored conferences where attendees pay a registration fee to UC San Diego. To pay for an individual's conference registration fee, use Concur.
• Retreats (UC San Diego Employees): Request a payment or reimbursement for venue or catering expenses related to UC San Diego - sponsored retreats.
• Fundraisers: Request a payment to a vendor when UC San Diego is hosting a fundraiser event and attendees are required to pay a fee or purchase a ticket to participate.

Note: For payment of goods or services related to conference such as photography, videography or printing use Oracle. The payment type Services/Honorarium (see above) can be used for speakers, honoraria or performers.