General Counsel Forms

The Office of General Counsel (OGC) has created the following forms in an attempt to simplify and expedite the review and approval process for University contracts involving routine transactions. Use of the following form contracts will allow for speedier review and approval by the OGC; therefore, the OGC recommends using such contracts whenever possible. If an applicable form contract does not exist, you may alternatively request a separate contract form from the OGC or send a proposed contract form to the OGC for review.

For additional information on the University’s contracting process, please see the OGC’s contracts webpage, which includes general information, frequently asked questions, and links to the University’s official Contract Review and Approval Policy and Contract Signing Authority Policy.

University Required Forms & Contracts

Form/Contract Description When to Use

Contract Routing Form

A form that serves to standardize the routing of all University contracts. This form is used to provide necessary information regarding contracts and must accompany all contracts that are submitted for review and approval. 

Purchase Requisition Form

A form that permits employees to request the purchase of needed goods or services. This contract is used when any proposed University contract involves the purchase of goods and/or services. Such form must accompany the proposed University contract and must be submitted to Purchasing prior to being submitted to the OGC. 

Confidentiality Agreement

A contract between two parties that describes information, knowledge, or materials to be shared between or among the parties; and restricts the usage and additional disclosure of the shared information, knowledge, or materials.

A Confidentiality Agreement is commonly used when the University is considering entering into a business relationship with a third party and where there is a need to understand or evaluate each other’s research data and/or business processes, some of which might be proprietary or otherwise sensitive in nature. Such agreement serves to prevent the unauthorized disclosure of confidential and proprietary information.
Confidentiality Agreement (Sponsored Research) A contract between two parties for the purpose of facilitating the development of proposals for funding while protecting confidential and proprietary information. A Confidentiality Agreement for sponsored research is commonly entered into to protect confidential and proprietary information involving a sponsored project.

Candidate Nondisclosure Agreement

A contract between at least two parties that outlines confidential material, knowledge, or information that the parties wish to share with one another for certain purposes, but wish to restrict access to or by third parties. It is a contract through which the parties agree not to disclose information covered by the agreement. An NDA creates a confidential relationship between the parties to protect any type of confidential and proprietary information. A Candidate Nondisclosure Agreement is signed by individuals who are being considered for a position with the University and are given or become aware of confidential information that the parties agree must be kept confidential.  

FERPA Request to Release Information Form

The Family Educational Rights and Privacy Act (FERPA) of 1974 is a federal law that prohibits the University from disclosing any information from a student’s educational record without their written consent. This form serves as the written consent of the student. This form is used when a University student authorizes the release of their personal education record.
 

Affiliation Agreements

Form/Contract Description When to Use

Clinical Training Affiliation Agreement

A contract between the University and healthcare facilities that allows students who are participating in clinical educational programs (Physical Therapy, Physician Assistant, Genetic Counseling, Public Health) to obtain practical experience in their field. This contract is used to place students in supervised clinical or other fieldwork experience educational programs. 

Affiliation Agreement for Use with a Private Practitioner

A contract between the University and private practitioners that allows students who are participating in clinical educational programs (Physical Therapy, Physician Assistant, Genetic Counseling, Public Health) to obtain practical experience in their field. This contract is used to place students engaged in clinical training or other fieldwork opportunities requiring supervision by a private practitioner.

Affiliation Agreement for International Travel Abroad

A contract between the University and foreign institutions or organizations that provides a cooperative arrangement for clinical, experiential learning, or other education experiences.

This contract is used to provide the cooperative arrangements for clinical, experiential learning, and/or other educational experiences when students engage in various travel opportunities abroad. Please review the International Travel Memorandum in conjunction with this form. (See International Services Agreement for contracts involving International goods or services).
Affiliation Agreement for Field Experiences and Student Teaching A contract between the University and a high school that allows students who are participating in field experiences or student teach internships to obtain practical experience in their field. This contract is used to place students in practical field or student teaching experiences in high schools that offer facilities, resources and supervision.
Internship Agreement A contract between the University and a company or organization that allows students to gain valuable work experience primarily in their field of study. This agreement is used when University students engage in various internship opportunities.
Civic Engagement Form A contract between the University and various charitable organizations and institutions in and around the local community. This form is used when University work-study and/or student volunteers engage in work-related and volunteer service opportunities through the University’s Community and Civic Engagement Center.

Dual Enrollment Forms

Form/Contract Description When to Use

Memorandum of
Understanding

An agreement between two or more parties outlining the terms and details of an understanding, including each parties rights and requirements. MOU's can be binding or non-binding depending upon the language used in the document.  This contract is used when qualified high school students from area high schools enroll in the University’s dual enrollment program. This form must be submitted with the Dual Enrollment Form.

Dual Enrollment Form

Registration form used by participants in the University’s Dual Enrollment Program. This form is used when qualified high school students enroll in the University’s dual enrollment Program. 

Events and Services Agreements

Form/Contract Description When to Use

Entertainment Agreement

A contract used by the University when hiring entertainers to entertain the University community that outlines the terms under which their services will be performed. This contract is used when a party is hired to provide entertainment services to the University. Such form will generally apply to musicians, bands, magicians and other performers. 

Guest Lecturer

  • Agreement: A contract between the University and an academic guest lecturer, artist, seminar or workshop leader or leader.
  • Amendment: A document that enables the parties to edit the Guest Lecturer Agreement.

This contract is used when the University engages a party to provide educational lectures or presentations.

Speaker Agreement

A contract used by the University when hiring speakers to educate and/or to entertain the University community that outlines the terms under which their presentations will be made. This contract is used when an individual or business is hired by the University for the purpose of speaking to members of the University community. (i.e. book authors)

Work Made for Hire Agreement

A contract that outlines each party’s rights and responsibilities regarding to the work to be performed by the provider and states that ownership rights will remain with the University. This agreement is used for the engagement of photographers, videographers, writers, illustrators and other freelance artists to create works that will be owned by the University. 
International Service Agreement A contract that sets forth the rights and responsibilities of the parties when as international service or good is provided. This Agreement is used when a party is engaged by the University to provide goods and/or services necessary to implement and support all or a part of the international initiatives and collegiate study abroad programs.

(See International Affiliation Agreement for contracts involving cooperative agreements with affiliates abroad).

Rental, Lease And Loan Agreements

Form/Contract Description When to Use

Facilities and Services
Agreement

A contract used by the University when renting University property or resources to outside parties. This contract is used when the University permits a party to use its facilities and/or resources for certain events.

Equipment Loan Agreement

A contract used by the University when University technology equipment is loaned out that outlines the terms of such rental. 

This contract is used when a student or other individual borrows equipment from the University.

Volunteer Agreements

Form/Contract Description When to Use

Volunteer Agreement
(General)

An agreement that describes the rights and obligations of the parties when one party is volunteering their services to the University. This contract is used when an individual volunteers to provide services to the University.

Volunteer Agreement (Athletics)

An agreement that describes the rights and obligations of the parties when one party is volunteering their services to the University.

This contract is used when an individual volunteers to provide University students with training and support as an athletic coach or trainer.

Volunteer Agreement (Student Organization) An agreement that describes the rights and obligations of the parties when one party is volunteering their services to the University. This contract is used when an individual volunteers to provide services to the University involving Student Organizations.
Volunteer Agreement (Physician) An agreement that describes the rights and obligations of the parties when one party is volunteering their services to the University. This contract is used when a licensed medical professional volunteers to provide medical, training and/or support services to student athletes.

Gift Agreements

Form/Contract Description When to Use

Gift Annuity Agreement

A contract under which a charity, in return for a transfer of cash, marketable securities, or other assets, agrees to pay a fixed amount of money for their lifetime to another party. This contract is used when a donor provides a monetary gift to the University in exchange for a charitable gift annuity.

Gift Agreement

A contract whereby a donor agrees to provide a gift of money to another party.

This form is used when a donor provides a monetary gift to the University.

Gift and Transfer Agreement

A contract whereby a donor agrees to provide a gift of personal property to another party. This form is used when a donor provides a gift of personal property to the University.

Independent Contractor Forms

Form/Contract Description When to Use

Independent Contractor
Agreement

A contract between the University and another party for a specific goods or services. This form is used when a party is hired to provide goods and/or services to the University. The Independent Contractor Addendum is incorporated into this form.  

Independent Contractor Addendum

A document that is part of the Independent Contractor Agreement and serves to ensure that all independent contractors abide by applicable laws, rules, and regulations of the University.

This form is used whenever the Independent Contractor Agreement is used.  

Disc Jockey Agreement

A contract used by the University when hiring disc jockeys to entertain the University community that outlines the terms under which their services will be performed. This form is used when a party is hired to provide Disc Jockey services to the University. The Independent Contractor Addendum is incorporated into this form. 

Insurance Forms

Form/Contract Description When to Use

Authorization for Release of
Driver Record Information

A form that authorizes the University to perform a motor vehicle check for employees seeking University driver authorization. This form is used when future and/or existing University employees are seeking University driver authorization (if required in their job descriptions).  Completion of this release form authorizes the University to perform motor vehicle checks in compliance with Sections 604(b)(2)(a) of the Fair Credit Reporting Act. 

Vehicle Usage Agreement

An Agreement that serves to prevent the improper use or dangerous operation of any vehicle(s) used and/or operated by employees while on University business by providing requirements for vehicle use.

This Agreement is used by employees after they have obtained University driver authorization. The requirements set forth in this Agreement are also applicable when privately owned vehicle(s) are used for University business.  

Releases And Waivers

Form/Contract Description When to Use

Housing Waiver

A document that informs a participant that they agree to assume all risks incident to the use of the property and waive any right to file a claim in the future in the event of injury or harm.

This form is used when the University is subsidizing the housing for students who are engaged in clinical placements in remote locations.

Photograph and Publicity Release

A contract between the University and the subject of a photo or recording that grants the University permission to use the photo for the purposes stated in the document.

This form is used when the subject of a photograph or video recording authorizes the use of their image and name for educational and/or promotional purposes.

Release and Waiver of Liability, Assumption of Risk and Indemnity Agreement

A document that informs a participant of the risks involved with a certain activity.  By signing the Agreement, the participant agrees to assume the risk of the activity and to waive any right to file a claim in the future in the event of injury or harm.

This form is used when a University student or participant elects to participate in an inherently dangerous University-sponsored activity.

Study Abroad Waiver, Assumption of Risk, and Release

A document that informs a participant of the risks involved with traveling abroad.  By signing the Agreement, the participant agrees to assume the risk of the activity and to waive any right to file a claim in the future in the event of injury or harm.

This form is used when a University student or participant elects to participate in a University-sponsored travel abroad program.

Guidelines And Best Practices

Form/Contract

When to Use

Guidelines for the Safe Sale
and Serving of Food
and Beverages

These guidelines and safe practices apply when members of the University community elect to sell and/or serve food and/or beverages at University sponsored events. Such guidelines help to ensure safety of the University community as well as compliance with all applicable regulations on safe food handling.

Guidelines for Gas Grill Use on Campus

These safety guidelines apply to gas grill use by Faculty and Staff on campus. 

Guideline for the Recording of Classroom Lectures

These guidelines apply when using video and/or audio recording of class sessions and student projects.

International Travel Memorandum

These guidelines provide relevant information associated with international travel and international contracts.

Internal Operating Procedure Regarding Disability Support Services for Students These guidelines apply to all qualified students of the University in need of reasonable accommodations.