Establishing secure connection…Loading editor…Preparing document…

Delta Tau Delta Event Planning Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

DELTA TAU DELTA EVENT PLANNING FORM

THIS EVENT PLANNING AGREEMENT (the Agreement) is entered into effective as of (Effective Date), by and between Client Name: (Client), and Event Planner/Vendor: (Planner).

WHEREAS

WHEREAS, Client is Delta Tau Delta chapter seeking event planning and coordination services for a social, philanthropic, or educational event; and

WHEREAS, Planner represents that it has the professional skill, experience, and personnel necessary to provide event planning, coordination, and related services described herein; and

WHEREAS, the parties desire to set forth the scope, payment terms, schedule, confidentiality obligations, and other material terms governing Planner’s services for the Event.

EVENT DETAILS

Location:

Event Date(s): From to . Time: From to .

Expected Attendance:    Alcohol Served: (select if alcohol will be present)

SCOPE OF WORK

Planner will provide professional event planning, vendor coordination, on-site management, and related services as set forth below. Planner’s specific responsibilities are described in the scope field. Client acknowledges that any services beyond this scope will require separate written approval and may incur additional fees.

RESPONSIBILITIES, PERMITS & INSURANCE

Planner is responsible for coordinating contracted vendors and venue logistics. Client is responsible for obtaining chapter-level approvals required by Delta Tau Delta policies and for communicating chapter rules to Planner. The party responsible for securing municipal permits shall be:

Insurance required: General liability coverage of at least per occurrence. Proof of insurance to be provided to Client no later than .

PAYMENT TERMS

Total Fee: $. Client shall pay Planner according to the schedule below.

Late Payment: Any undisputed amount not received within days of its due date shall accrue interest at or the maximum rate permitted by law, whichever is lower. Client is responsible for reasonable collection costs.

Check    ACH/Bank Transfer    Credit Card

TERM AND TERMINATION

Term Commencement Date: . Term End Date: .

Either party may terminate this Agreement for material breach if the breaching party fails to cure such breach within days after written notice. Additionally, either party may terminate for convenience upon days’ prior written notice; termination for convenience may require payment of prorated fees and non‑refundable expenses incurred through the termination date.

CONFIDENTIALITY

Each party acknowledges that during the performance of this Agreement it may receive confidential or proprietary information of the other party ("Confidential Information"). Confidential Information does not include information that (i) is or becomes publicly available through no fault of the receiving party; (ii) was rightfully available to the receiving party without restriction prior to its disclosure by the disclosing party; or (iii) is independently developed without reference to the disclosing party’s Confidential Information. The receiving party shall maintain the confidentiality of Confidential Information and not disclose it to any third party except to employees, agents, or contractors with a need to know and who are bound by confidentiality obligations at least as protective as those contained herein.

INDEMNIFICATION & LIABILITY

Planner shall indemnify, defend, and hold harmless Client and its officers, directors, members, and agents from and against any third‑party claims, liabilities, losses, damages, and expenses (including reasonable attorneys’ fees) arising from Planner’s negligent acts or willful misconduct in the performance of services. Client shall indemnify Planner to the extent claims arise from Client’s negligence or breach of this Agreement. Except for liability arising from gross negligence, willful misconduct, or indemnification obligations, neither party’s aggregate liability under this Agreement shall exceed the total fees paid to Planner under this Agreement.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of , without regard to its conflict of laws principles. Any legal action or proceeding arising under this Agreement shall be brought exclusively in the state or federal courts located in that state.

ENTIRE AGREEMENT

This Agreement, including all attachments and exhibits signed by the parties, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous understandings, negotiations, and agreements, whether written or oral. No amendment or modification of this Agreement shall be effective unless in writing and signed by authorized representatives of both parties.

MISCELLANEOUS PROVISIONS

Notices must be given in writing to the addresses provided by the parties. If any provision of this Agreement is held invalid or unenforceable, the remaining provisions will remain in full force and effect. The parties are independent contractors and nothing in this Agreement creates a partnership, joint venture, or employment relationship.

Client (Delta Tau Delta Chapter):

By:

Date:

Planner / Vendor:

By:

Date:

Enter text✕

What the Delta Tau Delta Event Planning Form Is

The Delta Tau Delta Event Planning Form is a structured template used to collect the operational, safety, logistical, and approval details for fraternity events. It centralizes event basics (title, date, location), contact and sponsor information, expected attendance, vendors and third-party services, risk mitigation plans, and budget or funding sources. The form supports internal review by chapter officers and national or campus administrators, and it creates a single source of truth for permitting, insurance verification, and post-event reconciliation. Using a consistent form reduces omissions and speeds approvals across campus and organizational workflows.

Why a Standardized Event Form Matters

A standardized Delta Tau Delta Event Planning Form reduces administrative friction by collecting required details up front, enabling faster approvals and clearer accountability. It helps chapters anticipate permit or insurance needs, document safety measures, and record signatory authority for compliance with chapter or campus policies and applicable state rules.

Why a Standardized Event Form Matters

Who Completes and Reviews This Form

After approvals are recorded, copies should be retained by the chapter and submitted to any required campus offices or national oversight bodies.

  • Chapter Event Chair or Vice President: Drafts the event plan, provides vendor details, and confirms attendee estimates.
  • Chapter President or Risk Manager: Verifies risk mitigation, insurance status, and confirmation of policies.
  • Faculty/Professional Advisor or Campus Office: Reviews for campus policy compliance and approves facility usage or permits.

Core Sections to Include in a Professional Form

A comprehensive Event Planning Form should break the event down into discrete sections so reviewers can quickly find critical information and cross-check compliance items.

Event Basics

Title, purpose, date, start and end times, venue name and address, and expected attendee count; these details determine permits and campus scheduling.

Organizer Info

Primary contact name, phone, and email; secondary contact and faculty advisor details for after-hours or emergency reachability.

Vendors & Services

List of contracted vendors (caterer, security, AV) with contact info and proof of insurance or licenses when required by campus policy.

Risk & Safety

Planned security, crowd control, emergency procedures, alcohol management (if applicable), medical support, and nearest emergency services.

Budget & Funding

Projected income and expense line items, ticketing or fund source, refund policy, and contingency funds for unplanned costs.

Approvals

Signature block for chapter officers, faculty advisor, campus permit office, and a space for conditional approvals or required attachments.

Essential Data Elements and Security Notes

Contact Phone: Direct reach number
Event Address: Full street address
Insurance Proof: Carrier and expiration
Medical Plan: On-site medical support
Alcohol Policy: Age verification method
Data Handling: Limit personal data collection

Step-by-Step: Completing the Event Planning Form

Follow these steps in order to craft a complete submission that anticipates reviewer questions and meets campus or national requirements.

  • 01
    Step 1: Enter event basics and organizer contact information.
  • 02
    Step 2: List vendors, upload certificates of insurance and licenses.
  • 03
    Step 3: Describe safety measures, staffing, and emergency procedures.
  • 04
    Step 4: Obtain required signatures and submit to the campus office or national oversight.

How to Set Up an Online Approval Workflow

Configure a digital routing workflow to collect approvals in the correct order and preserve an audit trail of actions and signatures.

Field Configuration
Initiator Chapter Event Chair
First Approver Chapter President
Second Approver Faculty Advisor or Risk Manager
Final Approver Campus Permits Office

Document Routing and Submission Flow

A clear routing path reduces delays; map who signs and in what order, then configure notifications for reviewers.

  • Upload: Attach completed form and supporting documents.
  • Assign: Add reviewers in the required sign order.
  • Notify: Send automated email or SMS reminders.
  • Archive: Store signed copy with audit trail.

Digital Delivery and Integration Considerations

Ensure the chosen system offers data encryption at rest and in transit, access controls, and a reliable export format for long-term retention.

  • File Types: PDF, DOCX accepted
  • Integrations: Google Workspace, Microsoft 365
  • Authentication: Email or SMS codes

Typical Timelines and Lead Times to Plan For

Start the approval process early and allow time for campus permits, vendor confirmations, and insurance review; some approvals require multiple business days.

Permit Submission Window:

Submit 10–30 business days before event

Insurance Verification:

Allow 5–10 business days

Vendor Confirmation:

Confirm vendors 7–14 days prior

Advertising and Ticketing:

Begin 14–30 days before event

Final Safety Walkthrough:

Conduct 1–3 days before event

Common Mistakes to Avoid

  • Submitting the form without vendor insurance or with expired certificates; reviewers will delay approval until confirmed.
  • Failing to list accurate attendance estimates, which can cause insufficient staffing and safety plan gaps.
  • Omitting faculty advisor contact information or required campus approvals; this often triggers a hold on permits.
  • Neglecting to specify alcohol management protocols where alcohol is present, increasing liability and policy violations.

Risks and Consequences of Incomplete or Incorrect Submissions

Permit Denial: Event cancelled or postponed
Fines: Monetary penalties by campus authorities
Liability Exposure: Increased insurer or legal risk
Disciplinary Action: Chapter sanctions or probation
Vendor Cancellation: Loss of deposits or added fees
Insurance Claim Denial: Coverage voided for noncompliance

Select eSignature Pricing and Feature Comparison

Comparison of starting prices and common feature touchpoints across vendors. signNow is listed first per conventions; verify plan details with each vendor for specific feature sets.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Free trial available Free trial available Free trial available Free trial available
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No cap 100 envelopes/user/year Varies by plan Varies by plan Varies by plan

Frequently Asked Questions About the Event Planning Form

Answers to common questions that arise during completion, submission, and post-event recordkeeping for the Delta Tau Delta Event Planning Form.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users