contracts

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User Guide: As Paperless As Possible Contract Review Process
As Paperless As Possible Contract Process

UPP 1-06 Contract Training Slides
Contract Training Slides

Master Contract Review Checklist
Master Contract Review Checklist


Contract Processing and Approval Form
Contract Processing and Approval Form

Complete and attach this form to all contracts which are sent to the Office of the General Counsel for review. Please complete all fields (revised 09/2010).

Speaker Agreement

There are three options for contracts involving speakers on campus. (Guest instructors for classes for which students receive academic credit are different; contact an OGC attorney to discuss.)

1) Speaker Agreement under $1,000
If the speaker's stipend, plus all expenses paid directly by the University on behalf of the speaker, are less than $1,000, use the Speaker Agreement under $1,000. No changes to the Speaker Agreement under $1,000 are permitted. No OGC review of the agreement and no University Purchase Order are required.

2) Speaker SOW
If the speaker's stipend, plus all expenses paid directly by the University on behalf of the speaker, are $1,000 or more but less than $2,500, use the Speaker SOW plus a University Purchase Order for Services. No changes to the Speaker SOW are permitted. No OGC review of the Speaker SOW is required.

3) Speaker Agreement
If the speaker's stipend, plus all expenses paid directly by the University on behalf of the speaker, are $2,500 or more, or if the speaker has any required additions or changes to the contract, use the Speaker Agreement. OGC review is required; follow UPP 1-06 to obtain OGC approval. Use the Non-Resident Entertainer Rider if the speaker is not a Wisconsin resident

Nonresident Entertainer Rider
Non-Resident Entertainer Rider

Use together with the Speaker Agreement when paying a non-Wisconsin resident more than $3,200 (fee plus expenses) for entertainment or public speaking services. This form is required by Wisconsin law.
Performer Agreement

Performer Agreement
Use when hiring a musician, band or other performer for a Marquette event.

Consulting Agreement

Consulting Agreement
Use when hiring a person for consulting services.

Force Majeure Rider
Force Majeure Rider.pdf

Use when booking events, receptions, dinners, travel IF the contract does not contain a mutual force majeure clause (which allows either party to avoid liability if that party cancels due to an Act of God or other condition beyond that party's control).
Foreign Travel Information Form
Foreign Travel Information Form (no students).pdf

For use by employees (faculty, administrators and staff) when traveling abroad on Marquette University business. Please complete and submit at least two weeks prior to departure.
 
Foreign Travel Information Form (when traveling with students)
Foreign Travel Information Form (with students).pdf

For use by employees (faculty, administrators and staff) when traveling abroad with Marquette University students. Please complete and submit to the Office of Risk Management or your Department Chair three weeks prior to departure.

Statements of Work (SOW)

Creative Services SOW

Use with the Services Purchase Order Terms and Conditions for creative services--illustrator, photographer, graphic designer, musician (for recorded music only), voice-over, videographer, video producer, or script or text writer--when no changes to the Services Purchase Order Terms and Conditions and SOW Terms and Conditions are required. Complete all blanks marked by an asterisk (*) and see the Instructions at the end of the from. OGC review is not required when this SOW is used without changes.

Equipment Rental Services SOW

Use with the Services Purchase Order Terms and Conditions for equipment rentals when no changes to Services Purchase Order Terms and Conditions and SOW Terms and Conditions are required.  Complete all blanks marked by an asterisk (*) and see the Instructions at the end of the form.  OGC review is not required when this SOW is used without changes.

General Counsulting Services SOW

Use with the Services Purchase Order Terms and Conditions for consulting services when no changes to Services Purchase Order Terms and Conditions and SOW Terms and Conditions are required.  Complete all blanks marked by an asterisk (*) and see the Instructions at the end of the form.  The “Description of Consulting Services” should normally incorporate by reference the consultant’s written description of the scope of, and limitations upon, the consulting assignment.  Consulting services normally consist of evaluation and recommendations concerning University programs or processes that result in a written report to be delivered to the University.  OGC review is not required when this SOW is used without changes but is available upon request.

General Personal Services SOW

Use with the Services Purchase Order Terms and Conditions for personal services when no changes to Services Purchase Order Terms and Conditions and SOW Terms and Conditions are required.  Complete all blanks marked by an asterisk (*) and see the Instructions at the end of the form.  Personal services are performed only by individuals acting as independent contractors or as part of a sole proprietorship.  OGC review is not required but available upon request.

Hotel Services SOW

Use with the Services Purchase Order Terms and Conditions for hotel reservations where the rooms are being paid for with University funds.  The hotel’s supplemental terms are required and acceptable, unless they conflict with the terms in the Services Purchase Order Terms and Conditions and SOW Terms and Conditions.  In that case, or where the agreement with the hotel involves no University funds but reserves a block of rooms for which the users will be responsible for payment, submit the contract to OGC for review per UPP 1-06.  Otherwise, OGC review is not required when this SOW is used without changes.  Complete all blanks marked by an asterisk (*) and see the Instructions at the end of the form.

Instructional Design Services SOW

Use with the Services Purchase Order Terms and Conditions for creation of online courses for the University.

Meeting Space Services SOW

Use with the Services Purchase Order Terms and Conditions for meeting space or banquet reservations when no changes to Services Purchase Order Terms and Conditions and SOW Terms and Conditions are required.  The location’s supplemental terms are required and acceptable, unless they conflict with the terms in the Services Purchase Order Terms and Conditions and SOW Terms and Conditions.  In that case, submit the contract to OGC for review per UPP 1-06.  Otherwise, OGC review is not required when this SOW is used without changes.  Complete all blanks marked by an asterisk (*) and see the Instructions at the end of the form.

Addenda

MU Addendum Format

Use this format to include supplemental provisions in a standard University form of agreement (not a purchase order or purchase order statement of work) or a vendor’s form of agreement.  OGC review and approval is required per UPP 1-06.

MU Addendum Format - Service Purchase Order Conflicts

Use this format to include provisions in a standard University Services Purchase Order and Services Purchase Order Statement of Work (not a standard University form of agreement or a vendor’s form of agreement) that conflict with one or more standard provisions in the University Services Purchase Order Terms and Conditions or the University Purchase Order Statement of Work.  OGC review and approval is required per UPP 1-06.

MU Amendment Format

Use this format to amend an already approved and signed agreement.  OGC review and approval is required per UPP 1-06.

MU Contract Addendum for Mandatory Purchase Order Language

Use this format to alter a vendor’s proposed form of agreement that does not already include the requirement that a University Purchase Order be issued and that the University is not liable for amounts in excess of the University Purchase Order amount.  This provision is required by UPP 1-06.  OGC review and approval is required per UPP 1-06.