Working with Tables
- Account and fund management;
- Budget and financial analysis;
- Personnel and expense transfers
- Post-award grants management
- Recharge and rate development
- Purchasing and invoicing
- Travel and entertainment
- Gift acceptance
- Cash management
- UC ANR Credit Card Machine Program
- Forms
Bootstrap Table
| Form | Instructions |
|---|---|
| Link to form | Where to submit the form |
Bordered Table
| Form | Instructions |
|---|---|
| Link to form | Where to submit the form |
Striped Table
| Form | Instructions |
|---|---|
| Link to form | Where to submit the form |
Dark Table
| Form | Instructions |
|---|---|
| Link to form | Where to submit the form |
Form | Format | Responsible Unit & Instructions |
| Link: ANR Payroll website | ANR Payroll | |
| Vendor Risk Assessment Request | PDF Form | ANR BOC Related Forms |
| Form title | PDF Instructions | ANR 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 Form | Business 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 SCM | For 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 Form | Business Operations Center Log all sales less than $10 and send filled out form to your Business Partner team. |
Catastrophic Leave Donations | Link: ANR Payroll website | UC ANR Payroll |
Cell Phone & Electronic Devices - Agreement | PDF Form | Business Operations Center Related Forms |
Cell Phone & Electronic Devices - Eligibility | PDF Form | Business 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 Form | Business 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 Path | ANR 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 SCM | UC 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) Related Forms |
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 Related Forms |
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 checklist | Business Operations Center Instructions for gaining new employees access to needed ANR systems relevant to business operations. |
Employment Verification | Link: ANR Payroll website | ANR Payroll Employment verification is also available through UCPath. |
Exceptional Entertainment Request Form | Business 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 Related Forms |
Morale Building Memo | PDF memo | UC ANR Controller and AVP Related Forms |
Extended Leave/Sabbatical To Do List | PDF checklist | Business Operations Center |
Facility Use Agreement | Link: ANR Risk Services | ANR Risk Services If you have any questions, please email risk@ucanr.edu. |
Fellowship Check Request Form | Link: WFA form | Business Operations Center Related Forms |
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
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Group Travel Application | PDF Form | Business Operations Center |
Honorarium Check Request for Non-Employees | Link: WFA form | Business 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 |
Instructions - Sponsorship & Donations | Business Operations Center Flowchart for processing sponsorships and donations to non-UC parties/sponsorship of 3rd party events/activities. | |
Meals & Incidentals Rate | Link: UC Davis SCM | Official 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 Form | Business Operations Center Membership in organization must support requestor’s professional responsibilities and have a valid business purpose. |
Mileage Log 2025 | PDF Form | Business Operations Center Use to calculate and request mileage reimbursement for business travel. |
Off Boarding Checklist (BOC Items) | PDF Checklist | Business Operations Center Offboarding checklist for employees leaving UC ANR. |
P-Card - Exceptional Request (County Directors) | PDF Form | Business 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 SCM | Required 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 SCM | Official 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 SCM | Policies 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 Form | Business Operations Center CalFresh and EFNEP program staff fill this out. |
Position Management and Data Change Exception Form | PDF Form | Business Operations Center Use if your unit plans on adding a new position to be opened for recruitment. |
Pre-Payment of Travel Expense Request | PDF Form | Business 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 Related Forms
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Salary Cost Transfer | PDF Form | Business Operations Center Related Forms |
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
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Sole Source Purchase – Individual Disclosure Statement | PDF Form | Related 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 |
Statement of Cash Collections Form | PDF Form | Business 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 SCM | UC 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. |