Forms

Filter
Title When to Fill Out How to Submit
Consulting Agreement (DOCX)

For use when utilizing consulting services

Sign and complete. If terms are changed submit to Procurement.

Sole Source (PDF)

This form must accompany purchase requisitions for the sole source procurement of equipment, construction, supplies or services when the purchase will exceed $25,000.

Submit with purchase requisition

Title When to Fill Out How to Submit
SPAC Justification (DOC)

Must be submitted with Cardholder Agreements and Account Maintenance forms with default account #'s 01-4300000 to 01-4339990 or 01-5200000 to 01-5299990

Must be submitted with the appropriate document: Cardholder Agreements must have original signatures and sent through mail. Account Maintenance can be sent via email, faxed or mailed

Third Party Release (DOC)

Cardholders are to pick up their own cards.  If for some reason someone else is to pick up the card, this form must be provided to the purchasing card team

Present at time of card pick-up

Disputed Item (DOC)

If a cardholder cannot return or get a refund of a purchased item, this must be filled out to dispute the charge at the bank

Can be emailed, faxed, hand delivered or inter-office mail to the purchasing card team

Cardholder Agreement (DOC)

This is the application for a UMD credit card.  Applicants must read the entire agreement before signing

The original agreement must be sent to the purchasing card team.  No faxed, copied or digital signatures are allowed

Reviewer Access (DOC)

When adding or removing a Reviewer this form must be completed

Submit via email, fax, hand-delivered or inter-office mail to the purchasing card team

Account Maintenance (DOCX)

Any changes to an exist account must be completed on this form

Submit via email, fax, hand-delivered or inter-office mail to the purchasing card team

Lost and Stolen Form (DOC)

Cardholders have the responsibility to contact the bank and the purchasing card team when a card is lost or stolen

Submit via email, fax, hand-delivered or inter-office mail to the purchasing card team

Updater Access Form (DOC)

Any changes to an Updaters account must be completed on this form

Submit via email, fax, hand-delivered or inter-office mail to the purchasing card team

Travel Card Approving Authority Record (PDF)

When adding or removing a Travel Card Approver

Send to Travel Services via campus mail or via email with a scanned PDF of the completed form attached.

University Travel Card Application and Agreement (PDF)

This is the application for a UMD Travel Card. Applicants must read the entire agreement before signing.

Send to Travel Services via campus mail or via email with a scanned PDF of the completed form attached.

TCMS Access for Account Updaters (PDF)

 This form is filled out to provide an employee other than the card holder with access to the Travel Card Management System. The card holder signs the form as well as the department head. 

Send to Travel Services via campus mail or via email with a scanned PDF of the completed form attached.

Title When to Fill Out How to Submit
Travel Approval Authorization (PDF)

This form is filled out when adding Elf Travel forms approvers. The department may list more than one approver.

Send to Travel Services via campus mail or via email with a scanned PDF of the completed form attached.

Driver Acknowledgement Form (PDF)

All drivers of UMD vehicles must read the Driving Rules for University Vehicles and sign this acknowledgment form.

The form is to be submitted to the driver's department, and the department must retain the signed form in the employee's personnel file.

Title When to Fill Out How to Submit
Attachment H Prime Contractor Monthly Payment (PDF)

Existing procurements MBE Payment document

Submit to MBE@umd.edu

Attachment G - MBE Subcontractor Monthly Payment (PDF)

Existing procurements MBE Payment document

Submit to MBE@umd.edu

MBE Attachment 5 Subcontractor Monthly Payment UMCP (PDF)

New Procurements MBE Payment document required monthly

Submit to MBE@umd.edu

MBE Attachment 4A Prime Contractor Monthly Payment UMCP (PDF)

New Procurements MBE Payment document required monthly

Submit to MBE@umd.edu

MBE Attachment 3B Prime Project Certification Form (PDF)

With the Request for Proposal or bid

Submit to the Procurement Officer

MBE Attachment 3A MBE Subcontractor Participation Certification (PDF)

With the Request for Proposal or bid

Submit to the Procurement Officer

MBE Attachment 2 Outreach Efforts Compliance Statement (PDF)

With the Request for Proposal or bid

Submit to the Procurement Officer

MBE Attachment 1C Good Faith Waiver Support (PDF)

With the Request for Proposal or bid only if needed

Submit to the Procurement Officer

MBE Attachment 1B Waiver Guidance (PDF)

With the Request for Proposal or bid only if needed

Submit to the Procurement Officer

MBE Attachment 1A Utilization Affidavit (PDF)

With the Request for Proposal or bid     

Submit to the Procurement Officer

Title When to Fill Out How to Submit
Surplus Property Cleaning Certification Form (Lab Equipment) (PDF)

This form must be completed and accompany all laboratory equipment and any equipment that may have contained or been used with dangerous or hazardous material. The form is to be signed by an individual who has direct knowledge of all reasonable efforts to clean the equipment. This form must be filled out prior to requesting a surplus property pickup/drop off

Please fax a copy along with your surplus property release form/s to 301-314-7947 or 301-314-9255 

Sensitive Equipment Cleaning Form (Computers or Electronic Storage Devices) (PDF)

The Terrapin Trader requires the removal of all data on computers or electronic storage devices prior to surplusing. The Sensitive Equipment Cleaning Form (SECF) is required to accompany all sensitive equipment that contains personal or University information & software. This form must be filled out prior to requesting a surplus property pickup/drop off.

Please fax a copy along with your surplus property release form/s to 301-314-7947 or 301-314-9255

Terrapin Trader Suplus Release (PDF)

This form is used to identify items deemed surplus property by the owning department. The comepleted and signed from also authorizes Terrapin Trader to act on behalf of the department to dispose of their surplus equipment.

Please follow instruction on the form. Fax completed form to 301-405-5267

Title When to Fill Out How to Submit
Pick Up and Receipt Form (DOCX)
UMD Export Request Form (DOC)