CONTRACT SUBMISSION CHECKLIST
Northeastern University Business Review of Contracts
1
FULL LEGAL NAME OF THE OTHER PARTY: ____________________________________________________________________
Submitter Name: ____________________________________
Date Submitted: ____________________________________
Department: _______________________________________
College/Unit: ______________________________________
Phone Number: _____________________________________
Email: ____________________________________________
Additional University Contacts: ____________________________________________________________________________
Gatekeeper Name: ___________________________ Amount To Be Paid by Northeastern University (if any)______________
Has your area contracted with this party previously? No ☐ Yes ☐ If yes, attach a copy of the previous agreement. If no,
please complete a Restricted Party Screening for such party. If there are questions on Restricted Party Screening, please
contact rps@northeastern.edu.
Section A – Purchase Order Eligibility
Yes
Goods: The agreement is for the purchase of goods (other than unique or potentially hazardous goods) and no
contract or additional legal terms are required.
☐
Services: The total fee for the service of the service provider, independent contractor, or consultant is less than
$10,000 and no contract or legal terms are required. (NOTE: This statement does not apply to performers,
photographers or videographers. Use the appropriate form of performer agreement or
photographer/videographer agreement for performers, photographers or videographers.)
☐
If you answer YES to either statement in Section A, the product or service may be procured using a Purchase Order
without the need for a contract or review by the Office of the General Counsel. In order for Procurement Services to
process your purchase order create a requisition in Banner. For questions or assistance, CALL (617) 373-2135 or VISIT:
http://www.northeastern.edu/purchasing/Banner/index.html
Section B – Procard (AMEX) Eligibility
Yes
The total fee for the goods or services is under $5,000, the vendor is NOT an individual or independent
contractor, and the vendor will accept a credit card without the need for a signed contract with the University.
☐
If you answer YES to the above statement in Section B, the product or service may be procured using a Northeastern
University American Express Card without the need for a contract or review by the Office of General Counsel. For
questions or assistance, CALL (617) 373-2652 or VISIT: http://www.northeastern.edu/ap/procard/index.html
Section C – Purchase under a Master Agreement
Yes
The goods or services you are buying are under a Master Agreement listed on the Procurement Website.
☐
http://www.northeastern.edu/purchasing/mymarketplace/index.html.
If you answer YES, STOP. Create a requisition in Banner, and Procurement Services will process your purchase order.
For questions or assistance, CALL (617) 373-2135 or VISIT:
http://www.northeastern.edu/purchasing/Banner/index.html
Section D – Contract Information
Yes
No
1
The contract involves the transfer or disclosure of personally identifiable information, and/or
student or student-related information. (for example, names, addresses, phone #s, NUID#s,
SS#s, etc.)
☐
☐
2
The contract involves potentially hazardous or dangerous equipment, materials or
compounds. If yes, the department should consult with Environmental Health and Services
and Risk Services to ensure safe performance under the contract.
☐
☐
3
The contract refers to terms and conditions located on a website (or elsewhere). If yes attach
a copy of such terms.
☐
☐
4
The contract involves minors on campus. If yes, the department should consult with Risk
Services to ensure compliance with the University’s Policy on Programs Involving Minors.
☐
☐
CONTRACT SUBMISSION CHECKLIST
Northeastern University Business Review of Contracts
2
Yes
No
5
The contract relates to a political campaign.
☐
☐
6
The contract involves a foreign vendor (or the foreign office of a vendor) or performance
outside of the U.S.
☐
☐
7
The contract refers to or involves the use of information, items or technology that are subject
to export control laws or that relate to national defense, explosives, space or encryption.
☐
☐
8
The contract involves construction or renovation activities, architectural services or
engineering services with respect to University facilities.
☐
☐
9
The contract requires the University to pay more than $1,000,000.
☐
☐
If any of questions 1-9 are marked “yes,” skip Section E, complete Section F, and submit this checklist and the contract to the
Office of the General Counsel (OGC) for review.
Section E – University Contract Template Information
Yes
No
10
Questions 1 through 9 are each answered “no”
☐
☐
11
The document you are submitting is one of the following NU template agreements:
Athletics Sponsorship Agreement Master Professional Services Agreement
Clinical Affiliation Agreement Master Service Provider Agreement
Equipment License Agreement Mutual Nondisclosure Agreement
Facilities Use Agreement Performer Agreement
Filming Access Agreement Photographer/Videographer Agreement
Gallery 360 Agreement Professional Services Agreement (short or long form)
Gift Agreement Revocable License Agreement for Use of Space
Lab Testing Agreement Service Provider Agreement
Lab Equipment and License Agreement Sporting Event Agreement
Law Journal Publication Contract Student Exchange Agreement
CSSS Service Agreement Massachusetts Promise Fellowship Agreement
Alumni Center Rental Agreement FERPA Confidentiality Agreement
Student Confidentiality Agreement Talent Agency Release Agreement
☐
☐
12
The NU template agreement is unchanged from the standard form, and no additional legal
terms (i.e., non-business terms) are included in any attachment or exhibit.
☐
☐
13
All blanks within the template are filled in with all necessary and appropriate information.
☐
☐
14
The University’s insurance requirements set forth in the template have been met. If available,
please include the vendor’s Certificate of Insurance.
☐
☐
If questions 10 through 14 are each answered “yes”, complete Section F and send the checklist and contract directly for
signature. You do not need to send it to the OGC for review. If any of questions 10 through 14 are answered “no,”
complete Section F and send the contract and checklist to the OGC for review.
Section F – Additional Notes and Signature
Additional Notes (If the contract is a modified NU template agreement, please note the changes to the template in this
section or include a markup showing the changes):
SUBMITTER Signed: Name: Date:
GATEKEEPER Signed: Name: Date:
Upon receipt of the signed contract, keep this checklist and, if applicable, the Office of the General Counsel cover sheet with the signed contract.