Documentation:

Forward the below documentation to Advancement Contracts Coordinator for review before obtaining vendor signature:

* W-9

* Scope of work, estimate or quote

* Signed ICA/ Agreement

* Certificate of Insurance

Be  sure to use he most current Independent Consultant/ Contractor Agreement (ICA). The most current ICA form may be found at:

 

 

Insurance

Many contracts may create risk for the University , the other party or to a third party. The nature of the activities must be evaluated to insure that the contract adequately  address these risks and evaluates whether appropriate insurance is in place or must be required. The office of Risk Management must review and approve contracts to ensure the appropriate provisions are in place.

Always ask your vendor if they carry insurance. If they provide proof of insurance,please ensure that the Certificate of Insurance indicates:

 

 

The following statement within DESCRIPTION OF OPERATIONS section:

Chapman University, its trustees, officers, employers, faculty, and agents as an additional named insured as their interest may appear with regard to the activity and/or operations under this Agreement.

This information within the CERTIFICATION HOLDER section:

 

Chapman University

One University Drive

Orange, Ca 92866

 

ICA BEST PRACTICES

 

The Consultant/Contractor name should match the W-9

1. NATURE AND PLACE(S) OF SERVICE

A. Make sure to provide adequate description of service followed by a specific reference to the quote , for instance:

*  “per Qoute #XXX dated (MM/DD/YYYY)”

B. Report may required depending on services to be performed.

C. If work will be completed on campus please provide specific location. If  work will be completed off campus please provide address.

II. TERM OF AGREEMENT

A. Include complete dates.

III. COMPENSATION AND REIMBURSEMENT OF EXPENSES

1. Professional Fees: