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Procurement & Contracting Services Forms

Procurement & Contracting Services Forms

Form

Instructions

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.
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 where a purchase request is at or above $100K, and the transaction is not utilizing an existing Purchase Agreement or AggieBuy. 
This is also to be used for Sole Source Justification Requests; with additional required form, Individual Disclosure Statement (PDF)
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.