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Alphabetical Directory of Forms
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Instructional Guides
Alphabetical Directory of Forms
# | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
Academic Honorarium Request
Format: Link to ANR Payroll Page
Responsible Unit & Instructions: ANR Payroll
Visit the ANR Payroll page for instructions and for this form.
Academic Salary Cost Savings
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
For UCCE Advisors working on projects funded by extramural sources. Submit signed form to your BOC Business Partner Team.
Capital Asset Form
Format: UC Davis Supply Chain Management (SCM) Link
Responsible Unit & Instructions: For purchasing capital assets (items over $5K). Do not use P-Card. Do not contact UC Davis; contact your BOC Business Partner Team. Please don't reach out to UC Davis: contact your Business Partner Team with questions.
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Log all sales less than $10 and send filled out form to your Business Partner Team.
Catastrophic Leave Donations
Format: Link to ANR Payroll Page
Responsible Unit & Instructions: ANR Payroll
Visit the ANR Payroll page for instructions and for this form.
Cell Phone & Electronic Devices - Agreement
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
UC ANR employees must sign this agreement to substantiate that the cell phone and/or related services will be used only for University business.
Related Forms
Cell Phone & Electronic Devices - Eligibility
Cell Phone & Electronic Devices - Eligibility
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
UC ANR employees wishing to purchase a cell phone or electronic device for University business must complete this eligibility form in addition to the Agreement form.
Related Forms
Cell Phone & Electronic Devices - Agreement
Check Reimbursement Request Form
Format: WFA Form Link - Business Operations
Responsible Unit & Instructions: Business Operations Center
Reimbursements are payments made to employees for purchases for official business use (teaching, research, public service).
Cognos Access Request Form
Format: UC ANR UC Path form
Responsible Unit & Instructions: ANR HR and ANR UC Path
In order to request access to UC ANR business unit data in UCPath, please use this request form. Follow routing instructions on form. Note: access to Cognos can take up to two months time to provision.
Conflict of Interest
Format: UCD SCM Link
Responsible Unit & Instructions: UC Davis Supply Chain Management (SCM) keeps this form up to date. Please don't reach out to UC Davis: contact your Business Partner Team with questions.
Contingent Worker
Format: PDF Form
Responsible Unit & Instructions: UC ANR Human Resources (HR)
For individuals affiliated with ANR who with a need to use the UCPath system or other systems requiring a unique ID. Complete this form and submit in the secure BOX Folder, linked on form.
Format: PDF Form
Responsible Unit & Instructions: UC ANR Human Resources (HR)
Fill out and submit to your BOC Business Partner team when paying for what is considered a service. Visit the Services & Contracting Out section of BOC's Purchasing Processes webpage or the HR website for more information.
Related Forms:
Purchase Request Form
Cost Transfer Forms
Format: PDF Forms
Responsible Unit & Instructions: Business Operations Center
Fill out when funds or charges need to be changed: from one General Ledger (GL) account to another GL account; from a GL account to a Project Portfolio Management (PPM) account or vice versa; or from a PPM account to another PPM account. Submit to your Business Partner Team.
Credit Card Machine Request Form
Format: PDF Forms
Responsible Unit & Instructions: Business Operations Center
For renting credit card machines to accept card payments at ANR sales/events.
Related Forms:
Statement of Cash Collections (SCC) Form
Data Change Request
Format: Workflow Automation (WFA) Link
Responsible Unit & Instructions: Use this form to update or make corrections to an employee's job appointment.
Declaration of Missing Receipt
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Fill out if you made a purchase with University funds and did not obtain a receipt (and could not obtain a duplicate receipt after attempting). Submit to your Business Partner Team.
Employment Verification
Format: Link to ANR Payroll Page
Responsible Unit & Instructions: ANR Payroll
Visit the ANR Payroll page for instructions and for this form.
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
UC ANR funds may pay for/reimburse costs for meals or light refreshments associated with official employee morale-building that serves a University business purpose. For guidelines, review the Morale Building & Employee Non-Cash Awards Memo December 2024.
Related Forms:
Alcohol Permit
Responsible Unit: Risk & Safety Services.
WFA Form under Risk & Safety Services, to be filled out if alcohol is provided (must have exceptional approval) during exceptional entertainment.
Facility Use Agreement
Format: Link: ANR Risk Services
Responsible Unit & Instructions: ANR Risk Services
If you have any questions, please email risk@ucanr.edu.
Fellowship Check Request Form
Format: Link: WFA form
Responsible Unit & Instructions: Business Operations Center
Use for reimbursement for costs associated with University events (e.g., meetings) with a valid business purpose.
Related Forms:
Facility Use Agreement (if no food service)
Form 700-U 2023/2024
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Principal Investigators (PI)s fill this out for projects funded by a contract or grant from a non-governmental entity.
Funding Change Request
Format: Link: WFA form
Responsible Unit & Instructions: Business Operations Center
Use when accounts for the funding/end dates/percentage allocation for an employee's position need to be changed. Also use for Honorarium payment requests, Fellowships/Scholarships/Stipends payments, or Entertainment Vendor Requests, including FUA.
Related Forms:
- Facility Use Agreement (FUA)
- Honorarium Payment Request
- Entertainment Vendor Request
Group Travel Application
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use if your unit has decided to carpool or travel together to a business meeting or conference and you want to plan ahead of time.
Honorarium Check Request for Non-Employees
Format: WFA Form Link: Business Operations
Responsible Unit & Instructions: Business Operations Center
An honorarium is a payment or an award granted in recognition of a special service. Use this form if providing an honorarium for a non-employee (e.g., a lecturer from another campus). Visit the BOC Honorarium webpage for more information.
Independent Contractor (Individual) Pre-Hire Information
Format: UC Davis SCM Link
Responsible Unit & Instructions: UC Davis Supply Chain Management (SCM) keeps this form up to date. Please don't reach out to UC Davis: contact your Business Partner Team with questions.
Related Forms
Contracting Out Services (COS) Form
Meals & Incidentals Rate
Format: UC Davis SCM Link
Responsible Unit & Instructions: Official policies and rates are published on the UC Davis SCM Meals & Incidental Expenses page. Please don't reach out to UC Davis: contact your Business Partner Team with questions.
Membership Dues Request
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Membership in organization must support requestor’s professional responsibilities and have a valid business purpose.
Mileage Log 2025
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use to calculate and request mileage reimbursement for business travel.
P-Card Application Process Including Required Training
Format: UC Davis SCM Link
Responsible Unit & Instructions: Official policies and instructions for P-Cards are published on the UC Davis Procurement Card (P-Card) page. Please don't reach out to UC Davis: contact your Business Partner Team with questions.
P-Card Application (complete training first)
Format: UC Davis SCM Link
Responsible Unit & Instructions: Required trainings and instructions for P-Cards are published on the UC Davis Banking Card page. Please don't reach out to UC Davis: contact your Business Partner Team with questions.
P-Card - Exceptional Request (County Directors)
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
While rarely used, Area and County Directors may request a P-Card. Procurement is generally the responsibility of a member of the office staff (e.g., UCCE Office Manager). Please don't reach out to UC Davis: contact your Business Partner Team with questions.
Format: UC Davis SCM Link
Responsible Unit & Instructions: Business Operations Center
CalFresh and EFNEP program staff fill this out.
P-Card Services Agreement
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Policies for purchasing repairs & services using P-Cards are published on the UC Davis Procurement Card (P-Card) page. Please don't reach out to UC Davis: contact your Business Partner Team.
Position Management and Data Change Exception Form
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use if your unit plans on adding a new position to be opened for recruitment.
Pre-Payment of Travel Expense Request
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use if you know ahead of time how many miles you will be traveling and/or expenses you will incur associated with lodging, airfare, and incidentals.
Purchase Request Form
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use if the item(s) are not available in Aggie Enterprise Punchout, if the purchase is not allowable on a P-Card, or if the purchase is over $100K. If unsure, contact your Business Partner Team.
Resources:
Purchasing Checklist (fillable PDF): Review to determine which forms and approvals are required for your purchase.
Purchasing Acronyms (link to BOC Purchasing FAQ)
Related Forms:
- Software Related Services (SRS)
- Vendor Risk Assessment (VRA) Request
- Contracting Out Services (COS)
- New Supplier Request (through PaymentWorks system)
Salary Cost Transfer
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
This is to request the transfer of salary expense(s) to a different account than what is currently recorded in the General Ledger (GL).
Related Forms:
Payroll Distribution Report Cognos #339
Software Related Services Form
Format: UC Davis SCM Link
Responsible Unit & Instructions: Use when purchasing Software & Applications. UC Davis Supply Chain Management (SCM) keeps this form up to date. Please don't reach out to UC Davis: contact your Business Partner Team.
Related Forms:
- Vendor Risk Assessment
- Purchase Request Form
Sole Source Purchase - Source Selection Price & Reasonableness Justification Form
Format: UC Davis SCM Link
Responsible Unit & Instructions: Use when request is for a federally-funded purchase over $10,000, a purchase greater than $10,000 and Small Business First Program eligible. UC Davis Supply Chain Management (SCM) keeps this form up to date. Please don't reach out to UC Davis: contact your Business Partner Team.
Related Forms:
Sole Source Purchase – Individual Disclosure Statement
Sole Source Purchase – Individual Disclosure Statement
Format: PDF Form
Responsible Unit & Instructions: Use in conjunction with the Sole Source Purchase - Source Selection Price & Reasonableness Justification Form. Please don't reach out to UC Davis: contact your Business Partner Team.
Related Forms:
Sole Source Purchase - Source Selection Price & Reasonableness Justification Form
Statement of Cash Collections Form: Gift/Donation, Income or Reimbursement
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use when logging income from an ANR event to be submitted to BOC for account management.
Supplier Account Checklist & Questionnaire
Format: PDF Form and Checklist
Responsible Unit & Instructions: Business Operations Center
The new supplier process now happens in PaymentWorks. This questionnaire covers required information for the process.
Supplier Registration
Format: UC Davis SCM link
Responsible Unit & Instructions: UC Davis Supply Chain Management (SCM) keeps this page up to date and provides instructions for how to get new suppliers set up through PaymentWorks. Please don't reach out to UC Davis: contact your BOC Business Partner Team.
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use when logging income from an ANR event to be submitted to BOC for account management.
Tender of Gift Form
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Submit this form to BOC after the donation has been process by ANR Development Services and ANR Contracts and Grants.
Related Forms:
- Original Donor Letter
- Principal Investigator (PI)'s Thank You letter to donor (optional)
Area/County Director Acceptance Letter for donations < or = $20,000.00 - Check copy (routing #s redacted)
- Various Donors Info Sheet (if applicable)
- Original Completed 700-U (if applicable)
Statement of Cash Collections (SCC) Form - Tender of Gift Form
Travel & Entertainment Card Application
Format: Link to UC Davis SCM
Responsible Unit & Instructions: Official policies and instructions for Travel Cards are published on the UC Davis Travel & Entertainment website. Please don't reach out to UC Davis: contact your BOC Business Partner Team.
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use to calculate and request reimbursement for mileage, transportation, meals & incidentals, and lodging for business travel.
UCCE Funding Change Request Form **NEW**
Format: Link: ANR Payroll website
Responsible Unit & Instructions: UC ANR Payroll
UCCE Salary Cost Transfer Form
Format: Link: ANR Payroll website
Responsible Unit & Instructions: UC ANR Payroll
UCPath online for former employees
Format: Link: ANR Payroll website
Responsible Unit & Instructions: UC ANR Payroll
UCPath training and information
Format: Link: ANR Payroll website
Responsible Unit & Instructions: UC ANR Payroll
Format: PDF Form
Responsible Unit & Instructions: Business Operations Center
Use to report income from donation made to UC ANR.
Unauthorized Purchase - Confirming Order Form
Format: WFA form link
Responsible Unit & Instructions: Business Operations Center
Use when an unauthorized purchase has been made.
Vendor Risk Assessment List Completed
Format: ANR Portal (AirTable spreadsheet)
Responsible Unit & Instructions: ANR Information Security Office
Listing of software approved by ANR Chief Information Security Officer (CISO).
Vendor Risk Assessment Request
Format: ANR Portal Form
Responsible Unit & Instructions: ANR Information Security Office
See list of approved Vendor Risk Assessed software prior to filling out the request form. If the software or application you'd like to purchase or use is not on that list, then fill out the VRA Request.
Instructional Guides
Deposits & Cash Handling Instructions
Extended Leave/Sabbatical Checklist
Format: Word Document Download
Responsible Unit & Instructions:
Employee ANR System Access
Format: PDF checklist
Responsible Unit & Instructions: Business Operations Center
Instructions for gaining new employees access to needed ANR systems relevant to business operations.
Extended Leave/Sabbatical To Do List
Format: PDF Fillable Checklist
Responsible Unit & Instructions: This document lists items that must be submitted to the BOC prior to the beginning of a sabbatical or other extended leave.
Format: PDF Instructions - fillable checklist
Description: Offboarding checklist for employees leaving UC ANR. This list covers what needs to be submitted and to whom within BOC. Note: other offboarding tasks may be required by other departments (e.g., return your key fob to ANR Facilities if you work at the 2nd Street Building); in those cases, you'll need to contact that department.
Sponsorship & Donations
Format: PDF Instructions
Responsible Unit & Instructions: This flowchart covers processing sponsorships and donations to non-UC parties/sponsorship of 3rd party events/activities.