UC ANR Business Operations Center

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Bootstrap Table 

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Bordered Table

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Striped Table

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Dark Table

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Responsible Unit & Instructions
 Link: ANR Payroll website                                                                                 ANR Payroll
Vendor Risk Assessment RequestPDF Form

ANR BOC
For UCCE Advisors working on projects funded by extramural sources. Submit signed form to your BOC Business Partner Team.

Related Forms

Form titlePDF InstructionsANR BOC 
Form Table Option 2
Form
Format    
Responsible Unit & Instructions
Academic Honorarium Request
Link: ANR Payroll website                                                                                                                                                                     UC ANR Payroll
Academic Salary Cost Savings
PDF FormBusiness Operations Center 
For UCCE Advisors working on projects funded by extramural sources. Submit signed form to your BOC Business Partner Team.
Capital Asset Form
Link: UC Davis SCMFor purchasing capital assets (items over $5K). Do not use P-Card. Do not contact UC Davis; contact your BOC Business Partner Team. 
Cash Receipts Log
PDF FormBusiness Operations Center 
Log all sales less than $10 and send filled out form to your Business Partner team. 
Catastrophic Leave Donations
Link: ANR Payroll websiteUC ANR Payroll
Cell Phone & Electronic Devices - Agreement
PDF Form

Business Operations Center 
UC ANR employees must sign this agreement to substantiate that the cell phone and/or related services will be used for University business.

Related Forms
Cell Phone & Electronic Devices - Eligibility

Cell Phone & Electronic Devices - Eligibility
PDF FormBusiness 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
Link: WFA FormBusiness Operations Center 
Reimbursements are payments made to employees for purchases for official business use (teaching, research, public service).
Cognos Access Request Form
Link: UC ANR UC PathANR 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.
Conflict of Interest
Link: UC Davis SCMUC Davis Supply Chain Management (SCM) keeps this form up to date. Please don't reach out to UC Davis; contact your BOC Business Partner Team. 
Contingent Worker
PDF Form 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. 
Contracting Out Services
PDF Form 

UC ANR Human Resources (HR) 
Fill out and submit to your BOC Business Partner team when paying for what is considered a service. See Services & Contracting Out webpage.
 

Related Forms
Purchase Request Form

Cost Transfer - GL to GL.pdf
PDF Form Business Operations Center 
Fill out when funds or charges need to be changed from a General Ledger account to a different General Ledger account. Submit to your BOC Business Partner Team.
Cost Transfer - GL to PPM & PPM to GL.pdf
PDF Form Business Operations Center 
Fill out when funds or charges need to be changed from a General Ledger account to a Project Portfolio Management account, or vice-versa. Submit to your BOC Business Partner Team.
Cost Transfer - PPM to PPM.pdf
PDF Form Business Operations Center 
Fill out when funds or charges need to be changed from a Project Portfolio Management account to a different Project Portfolio Management account. Submit to your BOC Business Partner Team.
Credit Card Machine Request Form
PDF Form 

Business Operations Center 
For renting credit card machines to accept card payments at ANR sales/events. 

Related Forms
Statement of Cash Collections (SCC) Form

Declaration of Missing Receipt
PDF Form 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 BOC Business Partner Team. 
Deposits & Cash Handling Instructions
Word Doc (download)Business Operations Center 
Cash handling instructions and link to relevant UC Policies for cash handling. 
Employee ANR System Access 
PDF checklistBusiness Operations Center 
Instructions for gaining new employees access to needed ANR systems relevant to business operations. 
Employment Verification
Link: ANR Payroll websiteANR Payroll
Employment verification is also available through UCPath. 
Exceptional Entertainment Request Form
PDFBusiness 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.
Alcohol Permit
Link: WFA form

Risk & Safety Services
WFA Form under Risk & Safety Services, to be filled out if alcohol is provided (must have exceptional approval) during exceptional entertainment). 

Related Forms
Exceptional Entertainment Request Form

Morale Building Memo
PDF memo

UC ANR Controller and AVP
Senior leadership decision about morale-building events and employee non-cash awards. 

Related Forms
Exceptional Entertainment Request Form

Extended Leave/Sabbatical To Do List
PDF checklistBusiness Operations Center 
Facility Use Agreement
Link: ANR Risk ServicesANR Risk Services 
If you have any questions, please email risk@ucanr.edu.
Fellowship Check Request Form
Link: WFA form

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
PDF Form 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
Link to WFA form

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
PDF Form Business Operations Center
Honorarium Check Request for Non-Employees
Link: WFA formBusiness 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). 
Independent Contractor (Individual) Pre-Hire Information
Link: UC Davis SCM

UC Davis Supply Chain Management (SCM) keeps this form up to date. Please don't reach out to UC Davis; contact your UC ANR Business Partner Team. 

Related Forms
Contracting Out Services (COS) Form

Instructions - Sponsorship & Donations
PDFBusiness Operations Center
Flowchart for processing sponsorships and donations to non-UC parties/sponsorship of 3rd party events/activities. 
Meals & Incidentals Rate
Link: UC Davis SCMOfficial policies and rates are published on the UC Davis SCM Meals & Incidental Expenses page. Please don't reach out to UC Davis; contact your BOC Business Partner Team. 
Membership Dues Request
PDF FormBusiness Operations Center
Membership in organization must support requestor’s professional responsibilities and have a valid business purpose. 
Mileage Log 2025
PDF FormBusiness Operations Center
Use to calculate and request mileage reimbursement for business travel.
Off Boarding Checklist (BOC Items)
PDF ChecklistBusiness Operations Center
Offboarding checklist for employees leaving UC ANR.
P-Card - Exceptional Request (County Directors)
PDF FormBusiness Operations Center
While rarely used or necessary, 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). 
P-Card Application (complete training first)
Link: UC Davis SCMRequired 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 BOC Business Partner Team. 
P-Card Application Process Including Required Training
Link: UC Davis SCMOfficial 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 BOC Business Partner Team. 
P-Card Services Agreement
Link: UC Davis SCMPolicies 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 BOC Business Partner Team. 
P-Card Transaction Details (CalFresh and EFNEP).pdf
PDF FormBusiness Operations Center
CalFresh and EFNEP program staff fill this out. 
Position Management and Data Change Exception Form
PDF FormBusiness Operations Center
Use if your unit plans on adding a new position to be opened for recruitment. 
Pre-Payment of Travel Expense Request
PDF FormBusiness 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
PDF Form

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 BOC Business Partner Team.

Related Forms

  • Software Related Services (SRS)
  • Vendor Risk Assessment (VRA) Request
  • Contracting Out Services (COS)
  • New Supplier Request (through PaymentWorks system) 
Salary Cost Transfer
PDF Form

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
Link: UC Davis SCM

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 UC ANR Business Partner Team. 

Related Forms

  • Vendor Risk Assessment
  • Purchase Request Form
Sole Source Purchase – Individual Disclosure Statement
PDF FormRelated Forms
Sole Source Purchase - Source Selection Price & Reasonableness Justification Form
Sole Source Purchase - Source Selection Price & Reasonableness Justification Form
Link: UC Davis SCM

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 UC ANR Business Partner Team. 

Related Forms
Sole Source Purchase – Individual Disclosure Statement

Statement of Cash Collections Form
PDF FormBusiness Operations Center
Use when logging income from an ANR event to be submitted to BOC for account management. 
Supplier Account Checklist & Questionnaire
  
Supplier Registration
Link: UC Davis SCMUC 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 Business Partner Team. 
 
Instructions