Procurement & Contracting Services Forms
|Alcohol Custodian Request Form (Webform)||
Used to add, delete, or update alcohol custodians assigned to a department.
|Alcohol Custodian Lookup (Webform)||Where you can look up 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.|
|Bidding Guidelines (PDF)||This document provides an overview of the university procurement bidding process.|
|Business Information Form (PDF)||This form is used by outside suppliers (companies and individuals) documenting their interest to do business with UC Davis.|
|Conflict of Interest - Report of Proposed Transaction (PDF)||Required if contracting with a current or former UC employee or near relative.|
|Controlled Substance Receipt Authorization (PDF)||Used to add, delete, or update controlled substance receivers assigned to a department.|
|Equipment Loan Agreement Form (PDF)||Used to document the loan of a supply or capital asset item from an outside entity to a university department.|
|Equipment Loan Agreement Modification Form (PDF)||
Used to make updates to a previously-created Equipment Loan Agreement form.
|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 purchasing document in KFS or AggieBuy.|
|Independent Contractor (Individual) Pre-Hire Information Form (PDF)
||Complete prior to contracting or renewing a contract for independent contractor (individual) services.
(See IRS Classification Factors and Tax Withholding Information)
|Individual Disclosure Statement for Proposed Sole Source Purchase (PDF)||Each person involved in the recommendation for Sole Sourcing must complete the disclosure form. Both forms should be electronically attached to your KFS Requisition (REQS) 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 KFS document.|
|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 KFS document.
|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.|
|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).|
|Source Selection & Price Reasonableness Justification Form (PDF)||To be used in circumstances when a request is for a federally-funded purchase equal to or greater than $10,000 or a non-federally-funded purchase equal to or greater than $100,000, and the transaction is not utilizing an existing Purchase Agreement or AggieBuy.|
|Special Sale/Service Authorization (PDF)||Used to document a departmental proposal to sell goods and services to non-university individuals.|
|Vendor Performance Report (Webform)||Used to share feedback regarding UC Davis suppliers, primarily those with which UC Davis has an agreement or are available in AggieBuy.|
|W-9 Form (PDF)||Departments: if you have received a W-9, 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 your vendor request in KFS.|