Guides and Forms

Procurement has developed guides that provide you with factors to consider when preparing to request a purchase. These guides will help you identify what the Procurement Team might need from you based on specific elements applicable to your purchase.  To download a guide related one of the following types of purchases, click on its name below.

For Requesters:

As you prepare to request an acquisition you will ensure timeliness and success by filling out one of the below respective forms as part of your submitted requisitions.

For Requesters, Tech Reps, and Requisition Preparers:

Key information about unique and specific items and cases

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

 

Procurement Forms
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.

NOTE: If the Date of Goods or Services Needed is less than 15 calendar days lead time, completion of this form is not needed.
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.
Checklist for Review of Proposed Consultant/PSA Agreement Division Justification Checklist for Area Deputy or Sr. Business Manager review of proposed Consultant/PSA Agreement Division Justification
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.
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.
Research and Development Work Requirements Checklist This checklist is to be completed by the requester at the request of the procurement specialist if needed to determine if the work is research or services.
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)

Unauthorized Commitment Form (Division)

 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.