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Sponsorship/Donation Institutional Agreements

 

 

Step 2: Select the agreement type and gather information:

If the funding agreement you are looking to complete is not listed here, contact your College/Division Point of Contact for assistance.

Contract Type

Definition

Agreement Checklist

Corporate Namings Agreement Pledge to make a charitable gift to the University and the acknowledgement of the University through a Naming of a University facility/program. Corporate Namings Checklist
Cy Pres or Equitable Deviation Amendment Agreement to establish a change in use of received donations from their original agreed purpose. CP or ED Amendment Checklist
Deed of Gift Agreement Transfer ownership and legal rights in personal property donated to UTEP. Deed of Gift Checklist
Deferred Endowment Agreement Gift of Funds established within a Will and/or Testament to be donated to UTEP. Deferred Endowment Checklist
Donor Consent Amendment  Donor approved modifications to the original agreed purpose of remaining funds in an endowment. Donor Consent Checklist
Endowments Matching Company Agreement Individual Endowment Pledge and the equivalent matched amount from donor's employer. Endowments Matching Company Checklist
Endowments Pledge Agreement Individual Endowment Pledge for a specific amount to be paid in installments. Endowments Pledge Checklist
Endowments Straight or Corporate Gift Agreement Individual or Corporate Endowment Pledge for a specific amount paid all in full. Endowments Straight or Corporate Gift Checklist
Gift Agreement Pledge from Individual to make charitable gift. Gift Checklist
Gift in Kind Agreement Donation of property. Gift in Kind Checklist
Individual Namings Agreement Pledge to make a charitable gift to the University, and the acknowledgement by the University through a Naming of a University facility/program. Individual Namings Checklist
Pledge Agreement Simple form to establish a pledge to make a one-time gift or recurring donation installments. Pledge Checklist
Pledge Update Agreement Simple form to update or modify a previously granted Pledge. Pledge Update Checklist
Agreement of Cooperation or MOU / General Affiliation Agreement / Non Disclosure Agreement These agreements correspond to relationships or contracts established by any Division at UTEP.

Agreement of Cooperation Checklist

General Affiliation Agreement Checklist

Non Disclosure Checklist

 

STEP 3. GATHER INFORMATION AND APPROVALS:

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⇒ USE THE CHECKLIST YOU DOWNLOADED ABOVE AS YOUR GUIDE.

⇒ to obtain the outside party inforMation - share this document

⇒ OBTAIN APPROVAL FROM VPBA RISK MANAGEMENT FOR CHANGES/WAVERS TO INSURANCE IF APPLICABLE - SEE PROCESS

⇒ IF THIS IS A RENEWAL OR AMENDMENT INCLUDE A COPY IF THE EXECUTED AGREEMENT IS NOT IN DOCUSIGN CLM ALREADY

Step 3. Complete the electronic form:

Please do not open this form unless you have all needed information ready.

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