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Procurement Forms

Welcome to the Procurement Services Forms page! All of our Procurement forms can also be found at http://forms.caltech.edu.

Purchasing

  • Blanket Requisition (PDF)
  • Competitive Procurement Summary Form (PDF)
  • Consulting and Professional Services Worksheet (PDF)
  • Independent Contractor Services Request (PDF)
  • Noncompetitive Justification Form (DOC)
  • Purchase Requisition Form (PDF)(XLS)  / Addendum (PDF)(XLS) / Form Definitions and Instructions (PDF)

P-Card (CardQuest)

    • CardQuest Cashier Deposit Form (PDF)
    • CardQuest Non-P-Card Holder Set Up/Access Form (PDF)
    • CardQuest P-Card Application & Acknowledgement Form (PDF)
    • Change Limit Form (PDF)
    • Expense Approver Update Form (change/update/add authorizer) (PDF)
    • P-Card Missing Receipt Form (PDF)

Travel

NOTE: For the Travel Advance Request or Mileage Report Form please contact Travel Services at (626) 395-8900 or TravelStaff@caltech.edu.

    • Missing Traveler Signature Certification Form (PDF)
    • Travel Missing Receipt Form (PDF)
    • Use of Foreign Carrier Certification Form (PDF)

TechMart

    • TechMart Security Access Form (PDF)

Payment

***PAYMENT SERVICES HAS NEW FORMS***

As of July 1, 2013, Procurement Services will no longer accept the old Wire Transfer and Payment Request Forms. To learn more information regarding our new procedures and forms please click here.

  • Expense Distribution Form (PDF)
  • Payment Request Form (PDF)
  • Payment Request Usages (PDF)
  • Stop Payment Request Form (PDF)
  • Wire Transfer Request Form (PDF)

Risk Management

  • Automobile Loss Notice Form (PDF)
  • Certificate of Insurance Request Form (PDF)

Supplier/Vendor

  • Employee Direct Deposit Authorization Form (PDF)
  • Supplier Direct Deposit Authorization Form (PDF)
  • Foreign National Data Form (PDF)
  • Foreign National Visa Matrix (PDF)
  • IRS Form W-9 (PDF)
  • IRS Form W-9 for Royalty Payments (PDF)
  • Non-Employee Traveler Form (PDF)
  • Request to Add/Update Supplier (For Internal Use) (PDF)

Support

  • Department Code Request Form (PDF)