Electronic Requisition Using DocuSign

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Capital & Contract Electronic Requisition Training *


This slide deck will cover the basic requirements for creating a Capital & Contract requisition.

Pre-Req Checklist

  1. Know your cost center(s) and expense code(s)

  2. If purchase will be > $100k , please complete a SSPR form (Source Justification & Price Reasonableness) and attach it to the Req (see https://www.ucop.edu/procurement-services/policies-forms/federal-funds-files/sspr-instructions-9-24-2019.pdf)

  3. If UCSF data is involved, please categorize your data (https://www.supplychain-ucsfhealth.org/privacydatasecurity)

  4. Attach the applicable quote, contract, or any underlying documentation for background context

  5. If it is a renewal or extension of an existing contract/purchase order, please specify the current PO# on the Req and attach the previous signed contract

For further guidance on the Req Form, including a Definitions List and FAQ, please click here.

 

Step 1
Choose and Fill out the Appropriate Form

Contract Purchases*

*For contracts with no associated dollar amount (i.e. Affiliation Agreements, MOUs, UCSF as the service provider), please select "Contract Form 1."

Step 2
Enter the PowerForm Signer Information

 

  1. Enter your name and email address as the 'Person Completing Form'.

  2. Enter the name(s) and email address(es) of those who will review, approve and sign the form according to stated roles. All roles are required for the selected form. Note: Please make sure to enter the name and email address of the individual as they appear in the UCSF Directory.

  3. Do NOT make any changes to the Purchasing Manager and Buyer information.

  4. After entering the required names and email addresses, click 'Begin Signing'.

Step 3
Fill out the Purchase Requisition Form

 

  1. Click 'Continue' to fill out the Purchase Requisition form.

  2. While filling out the form, if you have to stop and continue at a later time, click 'Other Actions' at the top of web page and select 'Finish Later' to save your progress.

  3. When ready to submit form for approval signatures, click 'Finish'.

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