Procurement & Contracting Services

Handling Credit Application Requests

Purchasing does not typically agree to sign vendors’ credit applications. When requested by a vendor to do so, consider the following:

  • You may return an unsigned, but otherwise completed copy of the application along with a copy of our credit information. Occasionally, the supplier will be satisfied with this. Our UC Davis Credit Reference Letter contains this information.  Contact Procurement and Contracting Services if you need a copy of the credit reference letter.
  • Does your department have a Procurement Card? If so, try using that with the vendor.
  • If the supplier refuses to accept either of the above two options, consider other sources for same or equivalent product who may process your purchasing transaction without a credit application process.

LAST RESORT: If you’ve tried the above avenues with no success, and you absolutely require the product and can get it from no other source, you would need to submit the credit application as an attachment to a KFS Purchase Agreement document. If you must go this route, please be sure to include a note in the Purchase Agreement document that you attempted to get the supplier to accept a Requisition with the UCD credit reference letter without signing their agreement and that you weren't able to locate another source. In the item description area of the Purchase Agreement document, please indicate what types of items you intend to purchase through the supplier on future Requisitions.

Supplemental content

Procurement & Contracting Services Menu