Legal Contract Request

Your Name: *

Your Email Address: *

** Sales Contract Mgmt. Playbook - April 2024 **

Light Sales - Key Info

Route Sales - Key Info

Contract Templates:

Nalco Program Management Agreement Template

Non-NY Route Proposal Template

NY Region Route Proposal Template

3DT Bundled Agreement Contract Template (NEW CUSTOMERS ONLY!!!)

3D TRASAR INFORMATION

Desired Action: * 🛈

Does this pertain to Water Purity Solutions (WPS)? *

Yes

No

Are you requesting a Nalco NDA/CDA template be prepared? *

Purpose of the NDA/CDA - Why are the parties sharing information? * 🛈

Is Nalco disclosing confidential information? *

Yes

No

How long should the disclosure period be? (1 - 3 years is standard) 🛈

Division *

Is there a Prospect#/Sold-To# associated with this NDA/CDA?

Did you make sure? *

The contract contains the signature(s) of BOTH parties.

ALL pages of the contract are submitted.

PDF is provided (JPEGS and screenshots are unacceptable).

Contract Status Dashboard (CHECK HERE BEFORE REQUESTING STATUS)

This is for NEW SUBMITTALS ONLY. If this is a customer's response to our redlines, please select CUSTOMER RESPONSE option above.

IF AN INCIDENT RESPONSE CONTRACT - A copy of the customer-signed Incident Response Agreement must be uploaded with this submittal.

Account Type: *

Street Account

Corporate Account

Is this a Master Agreement? *

Yes

No

District: *

Territory:

Area Vice President Name: *

Corporate Account Manager Name:

Corporate Account Manager Email:

Corporate Account Name (KAM2 Code/description (i.e. CAR - Cargill): *

Sold-To or Prospect Number: *

Account Name: *

Bid Due Date: * +

Estimated Contract Start Date 🛈 +

Estimated Contract End Date +

Contract Start Date
(When do/did services start?): 🛈 +

Length of Contract (1 year, 2 years, 3, etc.): 🛈

Estimated Annual Value: *

Estimated Total Contract Value *

Do you have the original contract #? *

Yes

No

Contract Number (provided in confirmation email after submittal): *

Contract Number:

Account Name #1: *

Account Address #1: *

Account City #1: *

Account State #1: *

Account Zip Code #1: *

Is this an amendment to an existing contract?:

Yes

No

Attach Original Contract: *

Is this: * 🛈

Nalco Template

Customer Form

Please provide customer's email address for electronic signature (if applicable). 🛈

Special Instructions/Comments: *

File Upload 1 (Document requiring review): *

PCAF with Approval or P&L

Is Scope of Work/Proposal included in Contract document? * 🛈

Yes

No

SOW/Proposal/Presentation to Customer/Customer Contract 🛈

Add Supporting Document/File 1?:

Yes

Supporting Doc 1:

Add Supporting Document/File 2?:

Yes

Supporting Doc 2:

Add Supporting Document/File 3?:

Yes

Supporting Doc 3:

Supporting Document/File 4?:

Yes

Supporting Doc 4:

NOTE: IF ANY INFORMATION RELATIVE TO THE CONTRACT IS MISSING (i.e. SCOPE OF WORK, PRICING, EXHIBITS, ETC.), IT WILL BE REJECTED WHICH WILL FURTHER DELAY THE REVIEW PROCESSING TIME.

Submit New Contract (1 Contract Per Submission)	Submit NDA (Non-Disclosure Agreement)/CDA (Confidential Disclosure Agreement)
Submit BID/RFP	Submit Customer Response (Contract Redlines)
Submit Change Order (CO)	Submit Legionella Incident Response MSA
Submit Non-NY ROUTE Proposal Agreement	Submit Fully Executed Contract
Submit Customer PO	Request Copy of Existing Contract
Request Status Update (Greater Than 15 Business Days)	Request High Priority Status (Bid/RFP/Customer Escalation)