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Purchase Order Mathematician in United States Chicago –Free Word Template Download with AI

Professional Services Engagement — Mathematician Consultancy

Issued in United States Chicago, Illinois

Purchase Order Details

Purchase Order No.: PO-CHI-2025-04872

Date of Issue: June 12, 2025

Required Delivery Date: July 1, 2025

Payment Terms: Net 30 Days

Currency: United States Dollars (USD)

Incoterms: N/A (Professional Services)

Buyer / Ordering Party

Company: Lakeshore Analytical Solutions, LLC

Address: 233 S Wacker Drive, Suite 4200

City, State, ZIP: United States Chicago, IL 60606

Contact: Margaret Ellison, Procurement Director

Email: [email protected]

Phone: (312) 555-0198

Supplier / Service Provider

Name: Dr. Alan R. Whitfield, Ph.D. (Mathematics)

Professional Title: Senior Mathematician & Quantitative Analyst

Address: 1500 N Halsted Street, Apt 7B

City, State, ZIP: United States Chicago, IL 60614

Contact: Dr. Whitfield, Office of the Mathematician

Email: [email protected]

Phone: (773) 555-0342

Project Reference

Project Name: Advanced Stochastic Modeling Initiative

Department: Quantitative Research & Development

Cost Center: CC-7741-CHI

Approval Authority: Chief Financial Officer

Approved By: R. Tanaka, CFO

Approval Date: June 10, 2025

# Description of Services Qty Unit Unit Rate (USD) Extended Amount (USD) Due Date
1 Engagement of a Senior Mathematician for development of stochastic differential equation models for financial risk assessment. Includes derivation, proof verification, and documentation of all mathematical frameworks. 120 Hours $285.00 $34,200.00 Aug 15, 2025
2 Mathematician-led review and validation of existing numerical optimization algorithms. The Mathematician shall provide written peer-review reports identifying errors, suggesting corrections, and certifying computational accuracy. 40 Hours $285.00 $11,400.00 Aug 30, 2025
3 On-site consultation at the United States Chicago headquarters (233 S Wacker Drive) for collaborative problem-solving sessions with the internal engineering team. Minimum three (3) full-day sessions per month. 12 Days $1,850.00 $22,200.00 Sep 30, 2025
4 Preparation of a comprehensive technical white paper authored by the Mathematician, detailing novel topological approaches to network flow optimization. Deliverable to be submitted in LaTeX and PDF formats. 1 Deliverable $8,500.00 $8,500.00 Oct 15, 2025
5 Training and knowledge transfer workshops conducted by the Mathematician for junior analysts at the United States Chicago office. Four (4) half-day sessions covering advanced linear algebra, functional analysis, and applied probability theory. 4 Sessions $2,200.00 $8,800.00 Nov 15, 2025
Subtotal $85,100.00
Applicable Tax (Illinois State & Chicago Municipal) $5,957.00
Travel & Accommodation Allowance (United States Chicago area) $3,200.00
Grand Total (USD) $94,257.00
  1. This Purchase Order constitutes a binding agreement between Lakeshore Analytical Solutions, LLC (hereinafter "Buyer") and Dr. Alan R. Whitfield, operating as an independent Mathematician consultant (hereinafter "Supplier"), for the provision of professional mathematical services as described herein.
  2. The Mathematician shall perform all services in accordance with the highest standards of mathematical rigor, academic integrity, and professional ethics. All proofs, derivations, and analytical work delivered under this Purchase Order must be original and free from plagiarism.
  3. All work performed under this Purchase Order shall be conducted primarily at the Buyer's offices located in United States Chicago, Illinois, or remotely at the Mathematician's discretion, subject to prior written approval by the Buyer's project manager.
  4. Payment shall be made within thirty (30) calendar days of receipt of a valid invoice. Invoices must reference this Purchase Order number (PO-CHI-2025-04872) and shall be submitted electronically to [email protected].
  5. The Mathematician warrants that all intellectual property, including but not limited to theorems, proofs, algorithms, models, and written documentation produced under this engagement, shall be the sole property of the Buyer upon full payment. The Mathematician retains the right to reference the work in academic publications with prior written consent.
  6. Either party may terminate this Purchase Order with fourteen (14) days' written notice. In the event of early termination, the Buyer shall compensate the Mathematician for all services rendered up to the date of termination, plus any non-cancellable expenses incurred.
  7. The Mathematician shall maintain professional liability insurance with a minimum coverage of $2,000,000 per occurrence, naming the Buyer as an additional insured. Proof of insurance shall be provided prior to commencement of services.
  8. This Purchase Order shall be governed by and construed in accordance with the laws of the State of Illinois, United States. Any disputes arising hereunder shall be resolved through binding arbitration in United States Chicago, Illinois, in accordance with the rules of the American Arbitration Association.
  9. The Mathematician agrees to comply with all applicable federal, state, and local regulations in the United States, including but not limited to data protection statutes, tax obligations in the State of Illinois, and the City of Chicago's professional licensing requirements where applicable.
  10. Confidentiality: The Mathematician shall treat all proprietary data, trade secrets, and business information accessed during the engagement as strictly confidential. This obligation survives the termination of this Purchase Order for a period of five (5) years.
  11. This Purchase Order may not be modified, amended, or supplemented except by a written addendum signed by authorized representatives of both parties.

By signing below, both parties acknowledge and agree to all terms, conditions, and service specifications outlined in this Purchase Order for the engagement of the Mathematician in United States Chicago.

For the Buyer:
Margaret Ellison, Procurement Director
Lakeshore Analytical Solutions, LLC
United States Chicago, IL 60606
Date: ______________________
For the Supplier (Mathematician):
Dr. Alan R. Whitfield, Ph.D.
Senior Mathematician & Quantitative Analyst
United States Chicago, IL 60614
Date: ______________________

Purchase Order PO-CHI-2025-04872 | Lakeshore Analytical Solutions, LLC | United States Chicago, Illinois

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© 2025 Lakeshore Analytical Solutions, LLC. All rights reserved.

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