Contracts for Goods and Services Review Checklist

For any contract for goods or services, complete the following checklist and attach all associated documents. You should receive a confirmation of receipt via email within twenty-four hours of clicking submit.

The current process is not for contracts that initiate or renew government- or corporate-sponsored research—those agreements must be run through the Office of the Vice President for Research at https://wmich.edu/research/contracts.

Review of a complete package typically takes three weeks (see chart in Contract Review Procedures). If you have not received a substantive response within three weeks, contact our office.

Thank you for your assistance in this regard.

Business Services

Attach all exhibits and appendices
Files must be less than 20 MB.
Allowed file types: pdf doc docx.
Before Completing Checklist

Stop—you must contact Purchasing for approval before submitting for contract review.

Continue with Checklist Submission

Complete all items on checklist

Stop—you must review before submitting.

Stop—you must receive approval from [someone] before proceeding.

Stop—you must review before submitting.

Stop—you must attach them before submitting.

Have there been any substantive changes since either Business Services or Legal last reviewed it? If so, please identify the changes here.

Find the last signed version of the Contract and attach it to this submission.

Files must be less than 10 MB.
Allowed file types: txt rtf pdf doc docx.

Do not submit for review until you can respond yes to this question.

Identify those sections here or cross them out on the Contract you submit.

All of the information in the Contract is relevant to my purchase/transaction.

Stop—contact the vendor and inform them that this will have to be changed prior to WMU signature. 

Stop—do not submit for review until you can respond yes to this question.

Stop—do not submit for review until you can respond yes to this question.

Stop—do not submit for review until you can respond yes to this question.

What is the total cost of this Contract? Include all purchases, as well as maintenance, service, or other ongoing fees over the life of the Contract.
$

Stop—the Contract must specify under what circumstances WMU may initiate the “Out” or Termination Clause. Typically, this is with a written 30-60 days’ notice prior to any rollover, renewal or expiration date. Please contact the vendor to request voluntary termination language.

Does it state “EXCEPT AS REQUIRED BY LAW” or other language that allows for disclosure for FOIA (Freedom of Information Act) requests?

Stop—it must have this language in order for WMU to sign.

Attach email from IT Product Review confirming approval.
Files must be less than 10 MB.
Allowed file types: gif jpg jpeg png pdf doc docx.

Stop—you must get this approval before submitting this agreement for review.

Stop—the PCI committee must approve this agreement.

For more information please visit the E-Commerce and PCI page.

Attach communication from PCI Committee confirming approval.
Files must be less than 10 MB.
Allowed file types: gif jpg jpeg png pdf doc docx.
Contact information
The individual who can resolve issues with the Contract and answer questions.