DV and Purchasing Reminders
Below you can find reminders for commonly used forms and guidelines related to DV and purchasing work done through the SSO.
DV and Purchasing Related Reminders
Forms/Guidelines |
Description |
| Memberships | For Memberships, we require back-up documentation showing the amount they also require either a Dean, Department Chair or a Vice Chancellor’s approval. |
| Refunds | For refunds that we process for our clients, we are required to provide proof of original payment to the University. |
| Utility | For Utility payments, we are required to attach the full bill (i.e. all pages), especially on any phone bills we process. |
| Source Selection & Price Reasonableness Justification Form |
This form is required for all purchase requests that exceed $100k. It is also used when you are wishing to process a request without additional quotes for over $50k (aka Sole Source). Additionally, it should be used any time you use any Federal Funding for a request that exceeds $10k. |
| Individual Disclosure Statement for Proposed Sole Source Purchase Form |
This form is an additional form that accompanied by the Source Selection and Price Reasonableness Justification Form when being used as a “Sole Source Form” mentioned above. All individuals involved in choosing the vendor must fill out and sign this form. |
| Independent Contractor (Individual) Pre-Hire Information Form |
This form is required for each request placed with an Individual-owned vendor. It is specific to each contract and therefore, we must include a new form for each interaction with a vendor unless we are utilizing a Purchase Agreement. |
| Vendor Risk Assessment Form |
This form is required whenever a vendor will be hosting University information on their servers (AKA Cloud-Based services). You can look-up previously reviewed vendors and work with the ISO Risk and Compliance team at cybersecurity@ucdavis.edu for additional information. Note: This form must be fully finalized by IET before the SSO, or SCM, can proceed with the request. |
| Covered Services Form |
This form is required whenever the campus wishes to Contract with an Outside vendor for any services covered under UC Regents Policy 5402. Note: This form must be fully approved by Employee and Labor Relations before the SSO, or SCM, can proceed with the request. |
| Bidding Guidelines |
The Campus Bidding Guidelines should be followed when placing any orders for the University. |
| Capital Assets Information | This information we need anytime we are purchasing a piece of equipment. The items we need include: the building code for where the equipment will be housed (four digits numbers); the room number; and the custodial code (also four digits). |