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Information Technology Unit Technology Order Form
Capital Projects
University of California
1936 University Avenue, 2nd Floor
Berkeley, CA 94720-1380
1 - DATE
2 - REQUEST TYPE OPERATIONAL PROJECT RELATED PROJECT NUMBER & NAME
3 - END USER INFORMATION
NAME PHONE # UNIT ROOM / BUILDING
4 - ORDER CONTACT INFORMATION
ORDER CONTACT'S NAME PHONE # UNIT ROOM / BUILDING
5 - REQUEST FOR SERVICES
A. COMPUTER SYSTEM EQUIPMENT & SOFTWARE REQUISITION [See "IT Policy and Standards"]
STANDARD WORKSTATION SETUP (Includes hardware, software, and accessories)* *Use IT Order Worksheet for more
STANDARD PRINTER than one computer order.
STANDARD MULTIFUNCTIONAL (Printer/Scanner/Fax/Copier)
STANDARD FAX
STANDARD DIGITAL CAMERA ESTIMATED COST
SPECIAL REQUEST [Describe Service Request Below]
B. VOICE AND DATA SERVICE REQUEST INFORMATION [Non-Project Related ONLY]
SERVICE REQUEST TYPE ACTION
VOICE SERVICE [Telephone, Pager, Fax] ADD NEW SERVICE
DATA NETWORK CONNECTION CHANGE EXISTING SERVICE
SPECIAL REQUEST** MOVE EXISTING SERVICE ESTIMATED COST
**(Describe Service Request Below) DISCONNECT AND/OR DELETE SERVICE
6 - PROJECT MANAGER APPROVAL DATE
7 - UNIT APPROVAL DATE ALLOCATED IN BUDGET
q YES q NO
8 - FOR INFORMATION TECHNOLOGY USE ONLY
NON-STANDARD REQUESTS
VOICE SERVICE COMPUTER HARDWARE SOFTWARE SPECIAL REQUESTS:
CP-VICE CHANCELLOR APPROVAL q DATE
q APPROVED q NOT APPROVED
9 - ACCOUNT INFORMATION
q FOR INFORMATION TECHNOLOGY UNIT USE ONLY q q FOR ACCOUNTING USE ONLY q
ONE TIME COA STRING ONE TIME COA STRING
RECURRING (MONTHLY) COA STRING RECURRING (MONTHLY) COA STRING
040504IT002 (rev 4/04)
WORKSHEET Equipment/Software Required by: [Date]
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New Order X X
Replacement Order
HARDWARE - Standard
CPU (incl. CD-RW) X X
Keyboard X X
Monitor, Flat Panel - 15" X X
Mouse X X
Standard Workstation Order
Surge Protector X X
SOFTWARE - Standard
Adobe Acrobrat Reader X X
CalAgenda X X
Lotus Notes Collaborative License X X
MS Office: Word, Excel, Powerpoint,
X X
Access
Netscape or Explorer X X
PCAnywhere X X
Windows Operating System X X
BEARS, BFS, FMIS (see Note 1) X
Citrix (see Note 2) X
SOFTWARE - Other
Adobe Acrobrat Standard
Adobe Acrobrat Professional
Microsoft Project X
Other Software:
HARDWARE - Other
CD-RW
Memory, additional - RAM - 128K
Memory, additional - RAM - 256K
Memory, additional - other:
Monitors:
DELL 17" Flat panel E172FP
DELL 17" Flat panel Ultra 1703FP
DELL 15" Flat panel E152FP10
DELL 15" Flat panel Ultra 1504FP
IBM Flat panel 15” L150
IBM Flat panel 17" L170
Zip drive - external
Zip drive - internal
Other Hardware:
Note 1: Add for Acctg & Contract Admin Staff; read only access for PM Analysts
Note 2: Add for Acctg, Contract Admin, and PM Analysts
SPECIAL REQUESTS:
Printer
Minimum Requirements:
Number of pages printed: pages per week pages per month
Approx. number of people that will use printer:
Printer Setup: Individual Use Shared
Fax Machine
Minimum Requirements:
rev April 2004
Instructions on filling out the Technology Order Form
Workflow:
Where to get the form:
1. Go to the helpdesk website: www.cp.berkeley.edu/helpdesk
2. Click on the "Technology Order Form"
3. Download the form (excel workbook) to your computer.
How to fill out the form:
STEP 1: Fill in fields 1 through 5.
FIELDS
1. Date: Date of request
2. Request Type: Check as appropriate. For project related requests, enter project number.
3. End User Information: Name, phone, unit and location of the person the purchase is for.
4. Order Contact Information: Name, phone, unit and location of person requesting the order.
5. Request for Services:
A. Computer System Equipment and Software Requisition:
- Check the applicable box(es).
- For multiple computer/software orders or special requests, attach the IT Order Worksheet
that is included in the Excel workbook (see below for detailed instructions for the IT Order
Worksheet).
- Write in the description if necessary
- Enter the estimated cost of the total purchase. Prices are available on the Capital Projects
Equipment/Software Standards. (Taxes, shipping and handling will be added by the
vendor.)
B. Voice and Data Service Request Information (Non-project related ONLY)
- Check the applicable box(es)
- Write in the description if necessary
- Enter the estimated cost of the total purchase. Prices are available on the Capital Projects
Equipment/Software Standards. For prices and costs that are not listed on the standards,
please call Marilyn Todacheene for a quote.
STEP 2: Print out the form and send to the appropriate persons as indicated below:
6. Project Manager Approval: For project expenditures, the Project Manager will need to sign and date
the order form.
7. Unit Approval: All requests must be approved, dated, and allocated in the budget by the manager or
director of the unit.
(This is the end of the required user information. Fields 8 and 9 will be filled in by the IT group/and or
accounting.)
STEP 3: Send the signed form to the IT Unit mail slot at the Promenade Bldg.
The IT group will then process your order.
* * * * * * * * * *
Extras:
IT Order Worksheet (included in the Technology Order Form excel workbook)
Use this worksheet for multiple computer or software orders, or for special requests, and attach it to the
Multiple computer or software orders:
Step 1: List the names of the users as indicated on the form (type over “Name 1, Name 2, etc.)
Step 2: Put an "x" in the chart for ALL items the users require. Please note Standard Computer/Software
orders have been marked as a template for your use. Please also note that software orders, like MS
Project, are at an extra cost.
Non-Standard Equipment Requests:
Step 1: Please detail any requirements you may have on the order.
Technology Order Form FAQ
What is the Technology Order Form?
The Technology Order Form is a multi-use workbook for ordering technology from the IT unit. The workbook
contains the IT Technology Order Form, and the IT Order Worksheet. Use these forms to request:
l Software
l Software
l Digital Cameras
l Printers
l Multifunctional printers/fax machines
l Voice and Data Services (non-project related)
l Telephones & related services
l Fax lines
l Pagers & related services
l Data connections and related services
What does this form replace?
1 This form replaces the form for requesting Internal Voice/Data Services (which was previously
located on PDC1A).
2 As of June 9, 2003, this form is a change in how services are requested from the IT Unit. All
purchase requests, and voice/data requests starting on June 9, 2003, should be sent to the IT Unit
via the Technology Order Form. (Please do not send in purchase and voice/data requests to the
online helpdesk Service Request site.)
Do I need wet signatures on the form?
Yes. We need original signatures on the forms. The unit approval box is for the signature of the person who
has designated financial approval authority, such as a Manager, Director, AVC, or VC.
What if I want to order something not on the Standards list?
Please supply us with your specifications (in the “special request” heading) and cost estimate on the
Technology Order Form. When we receive the form, we will send it to the Vice Chancellor for approval. Just
a reminder: the Vice Chancellor approves ALL non-standard orders.
How do I place project voice/data orders?
Please contact Alicia Vanderpol for information. Project voice/data orders do not go through the IT unit.
rev April 2004
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