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 |
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| Form Title | Purpose | |
| Advance Acquisition Alert | An Advance Acquisition Alert (AAA) is an electronic form that requesters use to notify Procurement in advance of planned acquisitions estimated to be $500,000 or more. Click here for more information on Acquisition Planning. | |
| Approval to Purchase a Freezer/Refrigerator/Microwave Oven | Use this form when requisitioning a freezer, refrigerator or microwave oven. | |
| Approval to Purchase a HEPA Filtered Item | Use this form when requisitioning items related to HEPA filtration. | |
| Approval to Purchase a Hoist, Crane, or Rigging Equipment | Use this form for approval and to obtain the necessary safety certifications. | |
| Approval to Purchase Noise-Reducing/Canceling Headsets | Use this form when requisitioning noise-reducing/canceling headsets. | |
| Approval to Purchase Research Incentives | Use this form to request approval to purchase payment cards as research incentives. See the Customer Guide on Research Incentives for detailed guidance. | |
| CEC Agreement Subaward Request | Use this form to request a subcontract that will be awarded under a California Energy Commission (CEC) grant, including when LBNL was not the prime recipient but LBNL received a subaward. Attach the completed form to the ePro requisition. | |
| Covered Service Review Board Process Template (PPT) |
Use this form to prepare the Covered Service Review Board (CSRB) meeting presentation for the LBNL Chief Operating Officer using contributions from stakeholders.
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| eProcurement Requisition Worksheet | Use this form to complete a request for a requisition and provide to an authorized requisition preparer. | |
| NIH Consortium Agreement Request | Use this form to request a research contract that will be funded by a National Institute for Health (NIH) grant. | |
| Organizational Conflict of Interest Pre-Procurement Fact Sheet | Use this form to request Advisory and Assistance Services. | |
| Procurement Card (PCard) Purchasing Cardholder Account Form | Use this form to apply to become a Division procurement card (PCard) holder. | |
| Property Trade/Trade-In or Upgrade Notification | Use this form to initiate the trade, trade-in, or upgrade of existing government property. | |
| Request for Consultant Services | Use this form to establish or renew a Consultant Agreement or Personal Services Agreement. | |
| Request to Block Items on eBuy | Use this form when requesting items be prevented from purchasing on eBuy. | |
| Sole Source Justification | Use this form to complete a sole source purchase (see form for guidelines). | |
| Statement of Work (SOW) – Guidelines and Template | Use this form to complete a Statement of Work (see form for guidelines). | |
| 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). | |
| Unauthorized Commitment Form (Buyer) | This form is required when goods or services have been ordered through incorrect purchasing processes. | |
| Vendor Lending Agreement | Use this form to borrow equipment from suppliers for purposes of instruction, experimentation, administrative support or research, or demo for possible future purchase. | |
| Vendor Lending Agreement Process | Use the Vendor Lending Agreement Process as a guidance document to complete the Vendor Lending Agreement Form. | |
Property Forms |
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| Form Title | Purpose | |
| Documentation for Vendor Pickup |
Division Administered – For “Property Trade/Trade-In & Upgrade” purposes only. Custodians should contact their Division Property Representative for assistance in completing and retaining the Vendor Pickup form. | |
| Excess – Initial Request for Off-site Storage | This form is used to submit an initial request to place Berkeley Lab/DOE property in off-site storage. | |
| Excess – Request to Screen in Place | This form is used to submit excess Berkeley Lab/DOE property, that is at an off-site location, for DOE-wide screening. | |
| Excess – Storage Review Re-Justification | This form is used to justify the retention of items in long term storage per Storage and Distribution guidelines in 41 CFR Chapter 109. | |
| Inventory Affidavit (Google Form) | This is used during inventory periods to document property that cannot be scanned. Supporting photos and signatures are required. | |
| Property Pass | Division Administered – Custodians should contact their Division Property Representative for assistance in completing and retaining the Property Pass. | |
| 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). | |
| Request for Equipment Gift Agreement | This form is required to initiate a math & science equipment gift to an elementary or secondary educational institution or non-profit organization for STEM education and research activities. (Internal Use Only) | |
| Request for Mission-Related Personal Property Use Agreement | This form is required to initiate a domestic or foreign mission-related personal property use agreement (MRPPUA) to lend Berkeley Lab/DOE property. (Internal Use Only) | |
| Request for Precious Metals | This form is required to initiate the acquisition of precious metals. | |
| Request to Retag Property (Google Form) | This form is required to initiate a retag of accountable personal property. | |
| 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. (Internal Use Only) | |