Forms
Below are easily accessible forms to help with the procurement process. Please contact any member of the Procurement Services staff for assistance completing any of our forms or if you have suggestions for improving them.
Contracts
- Standard Consulting Services Agreement Template – University-approved template for consulting services agreement.
- Standard Contractual Agreement – University-approved template for all other agreements.
Exemptions
- Emergency Purchase Certification – Request approval for an emergency purchase (see UCF Regulation 7.130, section 3h)
- Sole Source Certification ($75K and above) – Request approval for a purchase over $75k when competition is not possible
- Waiver of Competition (purchases less than $75K) – Request approval for a purchase between $10k and $75k when competition is not possible
Quotes
- Request for Quote (Goods and Services) – Template for requesting a quote for goods or services from a supplier
- Request for Quote (Temporary Labor) – Template for requesting a quote for temporary labor with a supplier under ITN1602JCSA
Solicitations
- Invitation to Bid (ITB) Boiler Plate – Template for invitations to bid for purchases over $75k. See section 6B of our procedures manual.
- Invitation to Negotiate (ITN) Boiler Plate – Template for invitations to negotiate for purchases over $75k. See section 6C of our procedures manual.
Suppliers
- Domestic Suppliers:
- UCF Substitute W-9 Form – Alternative version of IRS W-9 form for suppliers to complete when a department wants to do business with them
- UCF Substitute W-9 Form Instructions – Instructions for UCF Substitute W-9 form
- Worker Classification Questionnaire – Required form for departments requesting setup of an individual supplier
- International Suppliers:
- Foreign Supplier Instructions – Instructions for departments wishing to do business with foreign suppliers
- Foreign Supplier Application (Form P) – Recommended form for foreign suppliers to complete when a department wants to do business with them
- W-8BEN-E Form – Required form for foreign suppliers to complete before being added to UCF Financials
- W-8BEN-E Form Instructions – Instructions for the W-8BEN-E form
Other Forms
- Information Resource Request (IRR) – Required form for IT purchases over $20k
- Unauthorized Procurement Action Justification – Required form for employees who committed an unauthorized procurement action