Document title: Request to legal to review or draft a contract.

CONTENTS
____________________________________________________________
CLAUSE
1. Internal information...................................................................................................................................1
2. Counterparty information..........................................................................................................................1
3. Summary of contract terms......................................................................................................................2
4. Additional information and comments......................................................................................................5
5. Authorisation and signatures....................................................................................................................6
Request to legal to review or draft a contract

Instructions for completion

The business unit requesting the review or draft contract must complete this entire form, attach all relevant
documents and submit them to [CONTACT INFORMATION].
[Please refer to [ORGANISATION'S] [contract review and preparation policy OR [POLICY]] for detailed
information on requesting legal input on commercial contracts.]
Forms may be returned if they are incomplete. Complete forms will be dealt with [in the order they are
received OR within [TIMEFRAME] of receipt]. Please contact [CONTACT INFORMATION] if a response is
needed by a specific date.
Please note: Legal approval of a contract does not mean that the contract is authorised for signature. All
necessary approvals must be obtained in accordance with all applicable internal approval policies before
signing or performing a contract. The legal department will review and approve the legal terms of the
contract, but the requesting business unit is responsible for the review and approval of its commercial
terms. Commercial terms include, but are not limited to, the goods or services to be purchased or provided,
payment terms and contract duration.

1. Internal information

Date of request
Details of person and Name:
business unit making
Title:
request
Business unit:
Direct line:
Mobile:
Email:
Type of request Contract review / Contract preparation
(please circle)

2. Counterparty information

Type of contract New / Variation / Renewal

(please circle):
If variation or renewal, please attach original contract:
Counterparty name
Registered charity or
company number (if
any)
Does the counterparty Yes / No / Don't know
trade under a different
If yes, please provide details:
1
name (please circle)
Contact details at Name:
counterparty
Address:
Direct line:
Mobile:
Email:
Legal department
contact name and title
(if different from
above)
Has [ORGANISATION] Yes / No / Don't know
contracted with the
If yes, please provide details.
counterparty before?
(please circle)
Has [ORGANISATION] Yes / No / Don't know
contracted with this
If yes, please provide details.
counterparty's
competitors before?
(please circle)
Have relevant Yes / No / Don't know
background checks
If yes, please provide details.
been carried out on
the counterparty, for
example solvency or
credit checks)? (please
circle)

3. Summary of contract terms

Contract
commencement
Contract expiry date
Short description of
the contract
What is the
[ORGANISATION'S]
role and main
obligations under the
contract?
(Explanatory note:
Consider whether
[ORGANISATION] has
agreed to any payments
(amounts and timing),
2
provision of deliverables
or services (types and
timing), product
warranties, provision of
security or performance
guarantees, access to
its premises by the
counterparty, or other
key commercial
obligations.)
What are the
counterparty's main
obligations under the
contract?
(Explanatory note:
Consider whether the
counterparty has agreed
to any payments
(amounts and timing),
provision of deliverables
or services (types and
timing), product
warranties, provision of
security or performance
guarantees, access to
its premises by
[ORGANISATION] or
other key commercial
obligations.)
What is the total value
of the contract for the
full term (£)?
What currency will
payment be made in?
How often will
payments be made
(e.g. monthly,
quarterly) and by
whom, and how will
payments be
calculated (e.g. fixed
amounts, variable
against a schedule of
rates)
(Note: this can be left
blank if the information
is contained in any
3
financial schedule
attached or sent
separately to legal).
Please attach any Attached / To follow
specifications or
financial schedules
(please circle)
Have any service Yes / No
levels or service
If yes, please provide details or attach relevant information::
credits been agreed
under the contract?
(please circle)
What are
[ORGANISATION's]
termination rights?
(In particular, specify
if there is a right to
terminate for
convenience. If so, will
there be a charge for
exercising this right
and how will it be
calculated?)
What are the
counterparty's
termination rights?
(In particular, specify
if there is a right to
terminate for
convenience. If so, will
there be a charge for
this and how will it be
calculated?)
Will either party be Yes / No
sharing or have
If yes, please explain:
access to the other
party's confidential
information (including
personal data) or
intellectual property?
(please circle)
Is there an existing Yes / No
confidentiality or other
If yes, please attach a copy.
agreement in place
with the counterparty
(for example, a letter
4
of intent, heads of
terms or memorandum
of understanding) in
relation to this
contract? (please
circle)
Are there or will there Yes / No / Don't know
be any other parties
If yes, please explain:
involved in the
transaction (for
example, known
subcontractors)?
(please circle)

4. Additional information and comments

Please add any additional

comments, information or
concerns that may help the
review or preparation of the
contract by the legal team
(these include relative
bargaining power, strategic
importance to
[ORGANISATION], time
pressures, data transfers, any
unusual or onerous
obligations, renewal or
extension arrangements, or
any limitations of liability)
Please tick to confirm the __All relevant documents referenced in the form and/or in the
following statements: attached contract for review are attached in Word, Excel or Pdf
format.
__All supporting documents that may be helpful for counsel to see
are attached in Word or Pdf format.
__ No additional oral promises have been made by other party that
are not captured in this form and/or the attached contract.

5. Authorisation and signatures

Please tick to confirm the __ The requesting business unit has reviewed and approved the
following: commercial terms of the attached contract and/or the terms described in
this form.
Requesting person's ……………………….
signature
Name and title:
Date:

5
 Business unit approval ……………………….
signature
Name and title:
Date:

For legal department use only

For legal department use only

Assigned to:
Date assigned:
Date request complete: