Forms


This section contains electronic versions of the most commonly used business forms and templates in Procurement. These forms are intended to be filled out by the requisitioner, printed and then submitted accordingly.

Templates

 

These templates are samples of documents used by Procurement to purchase goods and services of a more sophisticated nature including consulting services and independent contractors. The contract agreements and statements of work include the standard versions used in most situations, for more complex situations the complex standard agreement would apply. Each template needs to be customized to the particular situation by Procurement with your input. These should always be used, and never the contractor’s terms and conditions which favor the contractor and delay your procurement.

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Form ST-C5

ST-C5 ST-C5

Quick Reference Checklist

Quick Reference Checklist Quick Reference Checklist

Procurement Card Application and Forms

Agreement Form 2007 Agreement Form 2007

Card Application Card Application

Selection of Source

Form 2.5A Form 2.5A

Form 2.5A Form 2.5A

Selection of Source Example Selection of Source Example

Independent Contractor

Form 4.15A Form 4.15A

Form 4.15A Form 4.15A

Independent Contractors Information.

Help 4.15A Instructions

SOW and Agreement Templates

Complex Consulting Agreement Complex Consulting Agreement

RFP with Complex Consulting Agreement RFP with Complex Consulting Agreement

SOW template- Complex SOW template- Complex

SOW template- Standard SOW template- Standard

Standard Consulting Agreement Standard Consulting Agreement

Preferred Printer Survey

Survey Survey

Bank and Trade Reference

Bank & Trade Reference Form.pdf Bank & Trade Reference Form.pdf

W9

W9 2007 W9 2007

Request for Taxpayer Identification Number and Certification Form.

Help W9 Instructions

Sales Tax Exempt Form and List

Sales Tax Exemption List Sales Tax Exemption List

Sales Tax Exemption Form ST-2 Sales Tax Exemption Form ST-2

Sales Tax Exemption Form ST-5 Sales Tax Exemption Form ST-5

Please Note: Massachusetts State Tax Exemption Form has an expiration date of 10/16/2014, please see page1, paragraph 3. For form ST-2 please print both pages 1 & 2