Approval Packet Template

APPROVAL PACKET TEMPLATE

Packet Identification

Parties

Client Name:

Requesting Representative:

Approving Authority:

Recitals

WHEREAS, the Submitting Department has prepared documentation and proposed actions related to the Project / Subject identified above and seeks formal approval to proceed in accordance with applicable internal policies and controls; and

WHEREAS, the Approving Authority has reviewed the materials included in this packet, including budget implications, scope definitions, and any required certifications, and will render a determination in writing; and

WHEREAS, the parties intend for this Approval Packet to constitute the formal administrative record of the decision and to set forth conditions and responsibilities if approval is granted.

Scope of Work

Attachments

The following documents are included with this packet (check all that apply):

Budget or Cost Estimate

Scope/Technical Specification Document

Required Certifications or Permits

Payment Terms (if applicable)

Total Approved Amount: $

Late Payment Fee:    Invoice Submission To:

Term and Termination

Term Commencement Date:    Term Expiration Date:

Either party may terminate this approval or any resulting agreement for cause upon written notice to the other party specifying the breach and providing a period to cure.

Notice Period for Termination (if without cause):

Confidentiality

All non-public information exchanged in connection with this Approval Packet that is designated confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure (Collectively, "Confidential Information") shall be held in strict confidence. The receiving party shall not use Confidential Information for any purpose other than in connection with the approved activities and shall not disclose such information to third parties except as required by law or with prior written consent of the disclosing party.

Confidentiality obligations shall survive termination or expiration of this Approval Packet for a period of three (3) years, except with respect to trade secrets, where a longer period shall apply as permitted by law.

Approvals and Determinations

Approving Authority Decision: Approved Denied Approved with Conditions

Representations and Warranties

Each party represents that it has full corporate or organizational power and authority to submit, approve, or act under this Approval Packet, and that any actions taken in reliance on an approved packet will be taken in good faith and in compliance with applicable law and internal policy.

Governing Law

This Approval Packet and any dispute arising out of or relating to it shall be governed by and construed in accordance with the laws of the state or jurisdiction specified by the Approving Authority below, without regard to conflict of law principles.

Entire Agreement

This document, together with any attachments expressly incorporated herein, constitutes the entire understanding and agreement between the parties regarding the subject matter of the Approval Packet and supersedes all prior negotiations, representations, or agreements, whether written or oral, concerning the same. Any amendment must be in writing and signed by the authorized representatives of the parties.

Acknowledgment

By signing below, the parties certify that the information contained in this packet is accurate to the best of their knowledge, that they have the authority to bind their respective organizations, and that they accept the terms, conditions, and obligations set forth herein.

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