Direct Payment
Introduction
There are various ways (or pathways) to request and purchase products and services for your department. We call them procurement pathways. This procurement pathway, direct payment voucher, is intended as a way to quickly and easily pay for a specific list of products and services.
Please read the inquiry below to determine if this pathway best fits your individual needs for your specific circumstances. If your order qualifies for this pathway, follow the instructions provided.
Inquiry
- Is the product or service you wish to purchase listed on the Direct Pay Checklist?
- YES: Please continue.
- NO: Sorry, you may not use this Path. Review the Pathways Summary to determine which one best fits your needs.
- Do you have a CMS user id and password?
- YES: Please continue.
- NO: Go to CMS
 to sign up for training. You will be given a user id and password after completing the first class.
- Have you completed the CMS Finance Web Component class?
- YES: Please follow the instructions below.
- NO: Go to CMS to sign up for training.
Instructions
- For items on the Direct Payment Checklist only, contact the vendor and place your order or, for items such as memberships, obtain order form/renewal notice. Instruct the vendor to send the invoice to your attention as follows:
SJSU
(Your Name/Department Name)
129 South 10 th Street
San Jose, CA 95192-(extended zip)
- Gather required documentation:
- Invoice.
- Justification (if required).
- Receipts.
- Order form (for subscriptions).
- Enter a Direct Payment Voucher Request and obtain approval via the web. On your web request, please be sure to include:
- Your name.
- Phone extension.
- Department name.
- Print a copy of your web Direct Pay Voucher Request and submit all documentation to PASS, Extended Zip Code 0047.
Direct Payment Checklist
Only the following products and services may be purchased via the Direct Pay process:
- Accreditation.
- Approved by Buyer. (Must attach hard copy of buyer's approval.)
- Books and Pamphlets.
- Continuing Education PDC instructors.
- Continuing Ed. Tour arrangement fees.
- Field trip entrance fees.
- Fingerprinting services.
- Game guarantees.
- Game officials/personnel.
- General repairs under $1000.
- Hazardous waste disposable fees.
- Honorariums/lecturers/mentors.
- Housing meal plans.
- JOC/Gordian service fees.
- Library interagency bank reimbursements.
- Mailing lists.
- Memberships. (Include 2 copies of membership order form plus memo that explains the business purpose of this membership.)
- Photographers.
- Physicals and medical services.
- Publication reprints.
- Signs made by College of Science.
- Spartan Daily display advertisements.
- Spartan Shops catering.
- Sports conference fees.
- Stadium rentals.
- Stipends.
- Student Union/Event Center room and audio visual rentals.
- Subscriptions. (Include 2 copies of the subscription order form.)
- U.S. Postmaster (no stamps).
- Test forms (preprinted only).
- Videos and Films.
Help
- If you have questions regarding the Direct Payment Voucher process, please contact Purchasing at 924-1560.
- If you have questions about how to enter a Direct Payment Voucher, please contact the CMS Help Desk at 924-1530.
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