UCSC Purchasing - Form Index

Forms

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University Business Services
UC Santa Cruz
1156 High Street
Santa Cruz, CA 95064-1077

Procurement and Business Contracts Form Index

Summary: Quick Links to Procurement and Business Contracts Forms

Form Title	Filename
Bus Charter Services Application Packet	BusApp.pdf
New Caterer Application	CatererApp.pdf
Conflict of Interest: Employee-Vendor Relationship Disclosure See also: Appropriate Payment Methods for Employees	EmpVendorDisclosureForm.doc
UCSC Contract Payment Form	contractpaymentform.doc
UCSC Credit References	creditref.pdf
Facilities Project Request	FPR.pdf
Mover Applicaton (to become a pre-approved supplier)	MoverApplicationPkt.pdf
OfficeMax Application for UCSC Account See also: OfficeMax Ordering Guide (MSWord)	OfficeMaxAccountForm.doc
Payee Setup Form (204) See UCSC Financial Affairs: Vendor Setup Guide. See also: Why 204 is Necessary & Instructions for Completing 204 (AP 09/01)	Payee Setup Form 204 (pdf)
Performance Agreement - Standard Insurance Performance Agreement - Insurance Waived (N/A)	PerformanceAgreementINS.doc PerformanceAgreementEXE.doc
UCSC Independent Contractor Pre-hire Worksheet	prehirewksht.doc
Price Reasonableness Justification - Federal Fund Purchases	PriceJustificationForm.doc
Sole Source Justification Form See also: Sole Source Justification	Solesourceform.doc
W9 Request for Taxpayer Identification Number and Certification (IRS form)	fw9.pdf

Pro-card Forms & Instructions
Purchasing Card Application and Agreement (request an account) Purchasing Card Account Modification or Closure (change FOAPAL or $ limit, or close an existing account)	procardapp&agreement.pdf procardapp&agreementpbsci.pdf procardmodifyclose.pdf
UCSC TOE Form for Pro-card Transactions (MS Excel)	PcardTOEForm.xls
Test of Pro-card Transactions Audit Form	AuditForm.pdf
Notification Form (enterable MSWord form)	NotificationLetter.doc
Notification of Temporary Suspension Form (enterable pdf)	SuspensionLetter.pdf
Notification of Revocation Form (enterable pdf)	RevocationLetter.pdf
Receipt Affidavit: Lost/Missing Receipts (enterable MSWord)	PcdLostMissReceiptAffidavit.doc
See also: US Bank Access On-line Registration & Statement Retrieval Instructions & Access Online User Guide

Temp Staff Forms & Instructions
Temp Staff Application and Agreement (request an account) Temp Staff Account Modification or Closure (change FOAPAL or $ limit, or close an existing account)
E-Order Forms (Emergency use only when CruzBuy is unavailable)
Goods & Services Requisition	TranPreReq_Goods_Services.xls
Entertainment Requisition	TranPreReq_Entertainment.xls
Lab Chemicals/Hazardous Materials Requisition	TranPreReq_HazMat.xls
Student Events Requisition	TranPreReq_StudentEvent.xls
Change Order/PO Cancellation Request	TranPreReq_Change_Cancel.xls
For orders with many line items, use a long form:
Goods & Services Long Form	LONGFORM_TranPreReqGdSvc.xls
Lab Chemicals/Hazardous Materials Long Form	LONGFORM_TranPreReq_HazMat.xls

BUS-43 Appendices
BUS-43 Appendix A - Standard Insurance Requirements	bus43exh-c-appa-std.pdf
BUS-43 Appendix A - Insurance Exempt (N/A)	bus43exh-c-appa-exempt.pdf
BUS-43 Appendix A - Insurance Requirements blank: must be filled in by Purchasing	bus43exh-c-appa-form.pdf
BUS-43 Exhibit C Appendix F Terms & Conditions Equipment Lease	bus43exh-c-appf.pdf
BUS-43 Exhibit C Supplement 5 Additional Terms & Conditions for Federal Government Contracts	bus43exh-c-sup5.pdf

Terms & Conditions
Additional Terms and Conditions - Services	ServicesAppendixV2.pdf
Additional Terms and Conditions - Fund Source Specific	T&CFundsourceAppendixSC.pdf
Additional Terms and Conditions - Educator on Loan	TandCEdonLoan.pdf

Resources
Accounting Codes	accountcodes.pdf

Last revised: September 29, 2009 (am)