Forms

This is a list of all forms used by Procurement and Property Management. Download a form by clicking on the name of that form.

Procurement Forms

Form Title Purpose Last Updated
Advance Acquisition Alert Use this form to alert Procurement 30 days in advance of an upcoming requirement over $500,000 so Procurement may assist in the acquisition planning process. 12/4/13
Approval to Purchase a Freezer/Refrigerator/Microwave Oven Use this form when requisitioning a freezer, refrigerator or microwave oven. 8/27/14
Approval to Purchase a HEPA Filtered Item Use this form when requisitioning items related to HEPA filtration. 6/10/13
Approval to Purchase a Hoist, Crane, or Rigging Equipment Use this form for approval and to obtain the necessary safety certifications. 6/10/13
Approval to Purchase Noise-Reducing/Canceling Headsets Use this form when requisitioning noise-reducing/canceling headsets. 9/9/14
ARRA Mixed-Funding Blanket Request Use this form to request that ARRA and Non-ARRA funds be allowed on a blanket contract. 6/10/13
eProcurement Requisition Worksheet Use this form to complete a request for a requisition and provide to an authorized requisition preparer. 9/8/14
NIH Consortium Agreement Request Use this form to request a research contract that will be funded by a National Institute for Health (NIH) grant. 6/10/13
Organizational Conflict of Interest Pre-Procurement Fact Sheet Use this form to request Advisory and Assistance Services over $150,000. 7/9/14
Procurement Card (PCard) Purchasing Cardholder Account Form Use this form to apply to become a Division procurement card (PCard) holder. 3/6/14
Request for Consultant Services Use this form to establish or renew a Consultant Agreement or Personal Services Agreement. 7/9/14
Sole Source Justification Use this form to complete a sole source purchase (see form for guidelines). 6/3/14
Technical Review Memo Use this form to document the acceptability of a supplier’s proposal and to provide support for Procurement’s cost/price analysis and any negotiations (see form guidelines). 6/3/14
Unauthorized Commitment Form This form is required when goods or services have been ordered through incorrect purchasing processes. 6/26/13

Property Forms

Form Title Purpose Last Updated
Documentation for Vendor Pickup – Division Administered
Custodians should contact their Division Property Representative for assistance in completing and retaining the Vendor Pickup form. 11/1/10
Inventory Affidavit This is used during inventory periods to document property that cannot be scanned. Supporting photos and signatures are required. 4/1/10
Property Pass – Division Administered Custodians should contact their Division Property Representative for assistance in completing and retaining the Property Pass. 4/1/13
Property Wallet Passcard – Division Administered Custodians should contact their Division Property Representative for assistance in completing and retaining the Property Wallet Passcard (a supplement to the Property Pass). 11/24/10
Reporting a Lost or Stolen IT Asset
Use this online form to report a lost, damaged, destroyed or stolen IT asset, including a laptop.
Request for Loan Agreement This form is required to initiate a domestic or foreign loan request. 5/22/13
Request to Retag Property This form is required to initiate a retag of accountable personal property. 4/1/10
Request to Retire Personal Property This form is required to initiate all retirements of Berkeley Lab/DOE personal property.
Request to Transfer Property This form is required to initiate all incoming and outgoing administrative property transfer requests. 5/22/13