Procurement Forms

Purchase Order Forms:

• Purchase Requisition Form

Form used by a department to initiate a procurement action for goods or services requiring a purchase order.

• Purchase Order Change Request Form

Form used by a department to request a change on an existing Purchase Order.

• Sole Source Justification Form

Form used to justify the request for a Sole Source Purchase Requisition/Contract to be exempt from the University's Competitive Bid Policy. Required for all purchases of $10,000 or more that are not competitively bid.

• Vendor Registration Form

Form used to obtain correct vendor informand to offer potential suppliers and contractors an opportunity to become part of the Wilkes University vendor bid list.

• W9 Taxpayer Identification Form

Form used to obtain the correct taxpayer identification number (TIN) of new and existing vendors.

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P-Card Forms:

• P-Card F.A.Q.

Answers to frequently asked questions like "Who may obtain a Procurement Card?"

• P-Card Enrollment Form

Form used to request a new procurement card (P-Card).

• P-Card Increase Credit Limit Request Form

Form used to request a credit limit increase on a Wilkes University P-Card.

• Non-Conforming P-Card Charge Form

Form used to report a charge made on the Wilkes University P-Card that does not conform to the University's Policies & Procedures.

• P-Card Missing Receipt Form

This form is to be used as documentation for missing P-Card receipts ONLY if the merchant cannot produce duplicate documentation.

• P-Card Prohibited Purchases

This policy outlines purchases that CANNOT be made using a University P-Card.

Standard Form Contracts:

All Standard Form Contracts must be filled out completely, signed by the consultant/service provider, and sent to the Business Operations Office. Only Authorized University Personnel may sign a contract for the University.

• Independent Contractor Checklist

Before engaging a service provider or consultant, this checklist must be completed by the person knowledgeable about the services to be rendered and responsible for engaging the service of the individual. Complete Sections I and II and attach to a description of services to be provided if the checklist indicates that an individual is to be treated as an independent contractor. Otherwise, follow the procedures for hiring a new employee. The form should be included with the proposed contract and submitted to the Business Operations Office.

• Agreement for Services

Contract primarily used for companies that perform a specific service for the University. (i.e. stage setups, window cleanings, etc.)

• Consultant Agreement

Contract primarily used for any independent contractor performing a service on campus. (i.e. speakers, guest artists/ directors, surveyors, writers, etc.)

• Entertainment Agreement

Contract used when hiring bands, musicians, comedians or other forms of entertainment.

• General Event Release

Used for speakers, game officials, guest artists/directors, etc. where a standard form contract is not required.

• Volunteer Agreement

Used by departments to utilize the services of a volunteer. (See University Volunteer policy.)