All Supply Chain Management Forms

 

Bookmark this page to make sure you are always using the most current version of a form.

Form Instructions
AggieSurplus and Services Request Form This form is for requesting services from AggieSurplus and Special Services.
Airfare Exception Form (PDF)

Use the Airfare Exception form when requesting an exception to policy G-28 for Business or First Class airfare.

Alcohol; Conditions of Use of Tax-Free Alcohol  (PDF) This form must be posted where Tax-Free Alcohol is stored/used.
Alcohol Custodian Request Form (PDF) Used to add, delete, or update alcohol custodians assigned to a department.
Alcohol Custodian Lookup (Webform) Used to identify your department's alcohol custodian. If your department doesn't have one, use the Request Form above to add a department custodian.
Alcohol Stock Control Custodian's Inventory Records (PDF) This form can be used to keep a record of receipts and disbursements within a department.
Approval Form for Software and Related Services (PDF) This form is required for Procurement to proceed with the contracting process for any software or cloud-based services.
Bulk Mail Work Request Lookup (Webform) Search screen to determine the status of previous non-AggieLogistics requests to Bulk Mail Services.
Bulk Mail Work Request (Webform) Used to request services from UC Davis Bulk Mail Services.
Cap and Gown New Order Form (Webform) A new cap and gown order can be placed for an individual or for a group of faculty.
Capital Asset Form This form is to be completed and attached to your Requisition in Aggie Enterprise when purchasing an item that meets the definition of a capital asset as well as items for a fabrication or add-on to an existing capital asset. 
Central Storehouse Returned Merchandise Authorization Form (PDF)

Complete this form if you need to return items purchased from the UC Davis Central Storehouse.

Certificate of non-availability of U.S.- Flag Air carrier service (PDF)

Use this form to document air travel on a foreign (non-U.S.) carrier. 

More information about the Fly America Act can be found on the Travel website or at the U.S. General Services Administration website.

Chemistry Storeroom Request: AggieSupply  Can't find what you want or need at AggieSupply stores? Use the AggieSupply Special Order request in AggieLogistics to request an item!
Confirming Order Justification (PDF) This form must accompany any request for unauthorized purchases.
Controlled Substance Receipt Authorization (PDF) Used to add, delete, or update controlled substance receivers assigned to a department.
Covered Services Carve Out Request Justification Form (Webform)

This information should be reviewed first.  Then, the appropriate request should be completed if the department believes a covered service contract should be considered for an exception to Regents Policy 5402:

Cylinder Return Request (Webform) This online form is used to request the pick-up of gas cylinders rented from the UC Davis Central Storehouse.
Declaration of Lost or Destroyed UCD Check (Webform) Used when a check is lost or destroyed and you want to stop payment or have the check re-issued.
Declaration of Lost Receipt (PDF) Complete this form when all means to obtain an original receipt have been exhausted. This form is not used for Travel reimbursements.
Decontamination Form (PDF) Include in addition to the AggieSurplus and Services Request form when items contain, or were used to store, hazardous materials. Complete with the help of your department EH&S Specialist.
Direct Deposit Form

Employee pay (payroll) and Employee expense reimbursements (e.g. travel expenses) are now processed in AggieExpense.

Document Correction Request Webform) Used to request the correction or cancellation of an Aggie Enterprise invoice document in routing.
Equipment for Research - Sales Tax Reduction Worksheet (PDF) This form can be used to request a tax reduction for equipment purchases for research purposes in California; it should be attached to the appropriate Requisition in Aggie Enterprise.
Equipment Loan Agreement Form

Used to document the loan of a supply or capital asset item from an outside entity to a university department.

DocuSign version of the form can be found here

PDF version of the form can be found here

Equipment Loan Agreement Modification Form

Used to make updates to a previously-created Equipment Loan Agreement form.

DocuSign version of the form can be found here

PDF version of the form can be found here

Excess Surplus Property Form The online Excess/Surplus Property Form is used by departments who wish to consign or sell an item with a value exceeding $251.00. 
Foreign Travel Wire Transfer (Webform)

Submit this form when an AggieExpense reimbursement requires a foreign wire transfer.

Hazardous Material Information Sheet (PDF) Form to be completed if shipping items that meet the criteria of hazardous as defined on the form.
Independent Contractor (Individual) Pre-Hire Information Form (PDF) Complete prior to contracting or renewing a contract for independent contractor (individual) services to ensure the appropriate process to complete.
Individual Disclosure Statement for Proposed Sole Source Purchase (PDF) Each person involved in the recommendation for Sole Sourcing must complete the disclosure form. Both this form and the Source Selection & Price Reasonableness Justification form should be electronically attached to your Aggie Enterprise Requisition document.  
Lodging Limit Justification (PDF)

UCOP G-28 Travel policy limits lodging nightly rates to a maximum of $275/night when traveling in lower 48 states for less than 30 days. If requesting reimbursement for more than this limit, please complete this form, obtain appropriate approvals, and attach the form to your AggieExpense Expense report.

Microscope Services Billing Look-Up (Webform) Review departmental charges associated with the rentals processed though the Microscope Services unit.
Mileage Log Form 2024 (PDF)

Mileage record sheet for those who turn in more than one mileage expense per report time (i.e. monthly).

New Mail Stop/ID Request (webform) As of 10/2/23, this form is available in AggieLogistics, as the Mail Services Request form.  Used to request the addition or deletion of a mail stop or to update information on an existing mail stop.
Outgoing Mail Request Form (PDF) Form to be completed when mailing items out via USPS and needing a tracking number or proof of delivery.
Payment Request (PDF) Complete this form to request a payment when there is no associated Purchase Order Please note this form is now also used for payment types that were previously processed with a Travel Expense Voucher (TEV) or Entertainment Expense Voucher (EEV) document.
Performance Agreement - information and agreement template (PDF) Performance services can be obtained by departments without going through Procurement & Contracting Services if this form is properly completed and attached to your Aggie Enterprise Requisition document.
Preferred Booking Program Form (Formerly "CTS" Form)

Make local hotel reservations for individual or group travelers and entertainment events.

Report of Proposed Transaction Involving Potential Conflict of Interest (PDF) Required if contracting with a current or former UC employee or near relative.
Request Check Copy (Webform) If a check has been cashed and the recipient needs proof, use this form to request a copy of the cancelled check.
Request for Quotation (PDF) Optional form that can be used if contacting multiple suppliers to get price information, only for purchases within the departmental delegation.
Revenue Agreement Request Form (PDF) and Modify Revenue Agreement Form (PDF) Review the Knowledge Base Article to learn how to request the creation or modification of a Revenue Agreement.
Scientific Store Request: AggieSupply Can't find what you want or need at AggieSupply stores? Use the AggieSupply Special Order request in AggieLogistics to request an item!
Scope of Work Requirements Worksheet (PDF) Required anytime the contract will cover services provided, regardless of whether the university is providing the service(s) or a contractor will be providing the service(s). 
Shredding Service Request (Webform)

Used for confidential document shredding requests.

Small and Diverse Business Registration Form (Webform) Register a small, diverse, woman- or veteran-owned business with UC Davis.

Source Selection & Price Reasonableness Justification Form (PDF)

Alternate link for accessing the Source Selection Form (PDF)

This form is to be used when a request is for a federally-funded purchase equal to or greater than $10,000, a purchase greater than $10,000 and Small Business First Program eligible, or other purchases equal to or greater than $100,000, and the transaction is not utilizing an existing Purchase Agreement or catalog in Aggie Enterprise, or as otherwise specified in the Bidding Guidelines. This form is also to be used for Sole Source Justification Requests; with additional required form, Individual Disclosure Statement, to be completed, and both forms attached to the Aggie Enterprise Requisition.
Special Messenger Request (Webform) Used to request a special mail pick-up for your department, in addition to the regular mail pick-up time.
Special Sale/Service Authorization (PDF) Used to document a departmental proposal to sell goods and services to non-university individuals.
Sponsorship Agreement - information and agreement template (PDF)

A Sponsorship Agreement must be completed when the university makes a contribution in support of an event produced by another entity, and the university is receiving a benefit in exchange for the financial contribution; this form should be attached to your Aggie Enterprise Requisition document:

Stop Payment Request Form (Webform) If a check is lost or stolen, complete the Stop Payment Request Form to have the check cancelled or reissued.
Supplier Forms

 

Transient Occupancy Tax Exemption Certificate for Governmental Agencies (PDF)

Use this form to receive tax exemption from hotels, as applicable.

UC Away Trip Registration (webform) This form is required each time a traveler leaves California unless reservations are made through AggieExpense or a ConnexUC travel partner (excluding SWABIZ).
UC Davis Customs Form (PDF) Required for international shipments via FedEx, UPS or DHL. 
Note: For shipments sent through the US Postal Service, please complete the appropriate USPS Customs form .
UC Davis Shipping Memo (PDF) Required for any outbound shipments that are not processed via AggieShip.
Vehicle Form (PDF) This form is to be used when disposing of/selling a vehicle.
Vendor Performance Report (Webform) This form is currently unavailable, however we still encourage you to share feedback regarding UC Davis suppliers. Send an email with supplier feedback to procure-help@ucdavis.edu; whenever possible, include relevant purchase order numbers, name(s) of supplier representatives, and any other details that help demonstrate the type of service provided.
W-9 Form (PDF) If you have received a W-9 from a UC Davis supplier, through the mail or in-person, please see the W-9 instructions page.  If you are sending this link to the vendor, we will send them instructions on uploading it when we receive the vendor request in Aggie Enterprise.