Forms & Resources

Search for purchasing forms, checklists, process guides, and training materials.

Resource	Category	Type
Off-Site/Prequalified Catering Process Flow Chart	Catering	Process Flow
Prequalified Caterer Requirements	Catering	Guide
Prequalified Caterer Requirements – Examples	Catering	Guide
Controlled Substances Process Flow Chart	Compliance & Export Controls	Process Flow
Export Controls Classification Request (ECCR)	Compliance & Export Controls	Form
Export Controls for Buyers	Compliance & Export Controls	Webpage
Export Controls for Purchasing	Compliance & Export Controls	Guide
Campus Building Permit Overview	Equipment, Facilities & Relocation	Webpage
Equipment Loan Agreement	Equipment, Facilities & Relocation	Form
Relocation Services Brochure	Equipment, Facilities & Relocation	Guide
Relocation Services Process Flow Chart	Equipment, Facilities & Relocation	Process Flow
Research Equipment – Partial Sales Tax Exemption	Equipment, Facilities & Relocation	Webpage
Work Exempt From Campus Building Permit	Equipment, Facilities & Relocation	Guide
Independent Contractor Classification Form	Independent Contractors	Form
Independent Contractor Conflict of Interest Form	Independent Contractors	Form
Independent Contractor Workflow	Independent Contractors	Process Flow
Insurance Requirements	Insurance & Risk Management	Guide
Request an Exception to Insurance Requirements	Insurance & Risk Management	Webpage
Department Pre-Approval Checklist	Purchasing & Approvals	Checklist
Instructions to Complete SSPR Form	Purchasing & Approvals	Guide
Source Selection & Price Reasonableness Form (SSPR)	Purchasing & Approvals	Form
SSPR Form FAQs	Purchasing & Approvals	FAQ
Unauthorized Purchase Declaration Form	Purchasing & Approvals	Form
UCR Amazon Business Account – Requisitioner Training	Supplier & Purchasing Tools	Training
Dispute Form	Supplier & Purchasing Tools	Form
Supplier Contact Information Form	Supplier & Purchasing Tools	Form

Policies & Procedures

Access University of California systemwide policies and UCR campus requirements related to procurement.

Policy or Procedure	UCOP Policy	UCR Policy
Campus Procurement of Goods & Services	BFB-BUS-43	750-05 (Interim)
Export Control	Export Control Policy	Export Compliance Program Plan
Gifts and Gratuities to University Employees	—	750-21
Independent Contractor Agreements	BFB-BUS-43	750-27
Procurement Card Program	BFB-BUS-43	750-70
Business Affirmative Action	—	750-78
Whistleblower Policy	Whistleblower Policy	—
Whistleblower Protection	Whistleblower Protection Policy	—