Procurement

Purchasing

Purchasing Tools

Electronic Requisition Webform

This links to WHOI's Electronic Purchace Requisition.

Please use your WHOI login to access.

A guide to this webform can be found below.

PO Query

An online application that allows you to search for vendors, stockroom inventory, vouchers and existing purchase orders.
» View step by step guide for using PO Query (ppt)

Purchase Requisition Forms

PDF Electronic Requisitioning Guide

Guide to using the Electronic Requisition form (PDF)

Adobe Fillable Purchase Requisition used for Change Orders

If you are placing a requisition, please use the Electronic form above.

This Purchase Requisition form is for Change Orders.

This is a fillable requisition form.

(WORD DOC) Justification for Single/Sole and Urgent Purchases Form

This is the NEW and IMPROVED sole source justification form mentioned in the Uniform Guidance and Webform discussions.  Please use this form for Sole Source Justification.

If you are filling this form out for a requisitioner, please indicate that you are signing on their behalf where signatures and initials are requested.

 

Request for Payment Form - TO BE USED FOR NON-UNANET EXPENSES ONLY

Request for Payment Form
Use this form to request payment to self or One Corporate Card.

Missing Receipt Affidavit Form

Missing Receipt Affidavit Form
Use this form if you have lost a receipt required for reimbursement.

Independent Contractor Forms

Checklist A (Completed by the Requisitioner)

Refreshed form for 2018

The form will download in WORD

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. Please fill out the first page and submit this with your requisition.

 

There is advanced diligence with Independent Contractors and approvals from Procurement and Human Resources are required prior to engagement. As such no Independent Contractor relationship or agreement should be entered into without prior written authorization from Procurement and Human Resources.

Contractor Contract (Completed by Procurement)

This is a represenatative sample of the master contract between the contractor and WHOI... This contract should be filled out by Procurement and signed by the contractor...

Contractor Exhibit A (S.O.W.)

A Statement of Work is required for all Independent Contractors.  Many contractors will have the statement of work included in their quote or, as a stand-alone document which can simply be labeled Exhibit A. 
 
If not provided (by the vendor) this form can be utilized to generate a Statement of Work
The Exhibit A document should spell out the deliverables and expectations of the contractor.
You may use this exhibit to update a contract already in place.
 
It must be signed by the contractor and, submitted to Procurement@whoi.edu

Contractor Exhibit B

This is Exhibit B

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

 

SOS Program Forms
All SOS forms can be submitted to Procurement@WHOI.edu for activation. Please remember to have a department approver sign the form.

W.B. Mason Printing Services Form

W.B. Mason Internet Ordering Setup Request Form

Newark-In-One Web Ordering Registration Form

Fisher Scientific Web Ordering Registration Form

Sigma-Aldrich Web Ordering Registration Form

Bottled Water Order Form

Sigma-Aldrich Quick Reference Guide (pdf)

Corp Brothers Registration Form (pdf)

End Use Statement

End Use Statement

End use statement is used for foreign shipments