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This document outlines what you need to know to create a purchase order to pay your vendors. It will be updated regularly, so please check before creating a new request.

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1. Agreement(>$10,000)

2. Statement of Work

3. Insurance

4. How Chosen? (>$10,000)

Option 1

Professional Services and Consulting Agreement (PSCA)

This contract is required for anyone other than a sole proprietor creative supplier (i.e. photographer, writer, etc.). If the supplier does not agree to some provisions, they can suggest edits (mark through or comment). In addition, Yale will generally approve shorter payment terms (i.e. 15 days vs 45 days).

View file
nameProfessional Services and Consulting Agreement.pdf

Statement of Work

The SOW should contain the project deliverable, hourly cost, overall cost, and how you will verify that a vendor has produced the contracted product. Ask your vendor to use the form below.

View file
name3210_fr.05_psca_exhibit_a.pdf

Certificate of Insurance (COI)

The university generally requires $2M of liability insurance coverage. The form below is an example of what the supplier should get from their insurance company (note that Yale is the insured).

View file
nameSample Insurance Certificate.pdf

Competitive Bidding Form

If you can get three bids for a particular product or service, use this form. You must complete and sign it in the Requester Signature section.

View file
name3201_fr.05_pricing_documentation_comparative_pricing_competitive_bidding (1).pdf

Option 2

Professional Services Agreement for Freelance Individual Contributors

If the supplier is a creative freelancer, such as a photographer, illustrator, or writer, they can use this agreement. This agreement is in development.

Insurance Waiver

If the supplier is not producing something that could harm the university if done incorrectly, the university will issue an insurance waiver. It is your responsibility to complete this form. Do not ask the supplier to complete it. A sample is below as well as a blank form to use.

View file
nameuniversity_insurance_waiver_form_9-27-16 -esign.pdf
View file
nameuniversity_insurance_waiver_form_Sample.pdf

Sole Source

If you are using the supplier because they are the only one who can do the job because of either skill, timeline, or cost, and you do not have competitive bids, use the Sole Source form. Below is an example and a blank form.

View file
name3201_fr.06_sole_source_documentation.pdf
View file
name3201_fr.06_sole_source_documentation_Sample.pdf

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Based on the type of project, software, or supplier, you may need to complete additional paperwork. Purchasing is specifically focusing on accessibility, privacy, and data security. You can either ask Rhonda or, once the purchase requisition is submitted, Purchasing may ask for any one of the following:

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We are moving away from email and to a ticketing system (similar to the Help Desk) to keep better track of questions, documents, and progress. Once you are ready to begin, please complete the intake form:

  • Business purpose

  • Charging Instructions

Accessibility

Privacy

Data security

Juyeon O'Hara