Procurement

Independent Contractor Forms

How to for Independent Contractors

The requestor only needs to fill out Checklist A and, a Sole Source Justification.

Submit these forms with a requisition that clearly states the contact information

  • For the Independent Contractor (e-mail and phone)
  • For the requestor (e-mail and phone)

We will need to understand and document the expectations of the contractor/WHOI relationship  

  • What do you want them to do for WHOI
  • What compensation are they expecting

The Contract between WHOI and the contractor should spell out expectations

  • Exhibit A of their contract is a statement of work
  • If the independent contractor is doing more than one project, we can add additional Exhibit A documentation to the contract

We need to understand the relationship between WHOI and the contractor to avoid conflict of interest

Expenses for Contractors are reimbursed with the same policies that govern WHOI employees

 

 

Classification Checklist A Form (completed by the requisitioner)
This form assists the Institution in determining whether the individual performing the services will be classified for tax purposes as an employee of WHOI or as an independent contractor.
Justification for Single/Sole and Urgent Purchases Form
This form is to be completed by the requistioner when a single/sole source or urgent purchase is required.

Independent Contractor Forms

Independent Contractor Contract

This is the master contract between the contractor and WHOI... It should be filled out and signed by the contractor...

This document must be submitted along with Independent Contractor Exhibit A and, Independent Contractor Exhibit B.

It must be signed by the contractor and, submitted to Procurement@whoi.edu

 

Independent Contractor Exhibit A (S.O.W.)

 This is Exhibit A or a Statement of work to be completed with both the requisitioner and, the contractor.  This document spells out the deliverables and expectations of the contractor.

You can use this exhibit to update a contract already in place.

It must be signed by the contractor and, submitted to Procurement@whoi.edu

Independent Contractor Exhibit B

This is Exhibit A or a Statement of work to be completed by the contractor.  This exhibit allows the contractor to lay claim to previous works and patents.

This document must be submitted along with the Independent Contractor Contract

It must be signed by the contractor and, submitted to Procurement@whoi.edu

 

Purchase Requisition

Electronic copy of the Purchase Requisition with fillable fields