Request a copy of WestEd’s Certificate of Liability for a specific funder. WestEd’s insurance broker will issue the certificate, which can take 2-5 business days to process. For Certificates of Liability specific to hotels and offsite meetings, please submit a request to Procurement.

If our service catalogue does not address your need, please reach out directly to [email protected].

Request a copy of WestEd’s signed W-9.

Request to change staff (PI, Co-PI, Production Lead, or Alternate Contact) on PAC Contract or Subcontract Record.  Note: For changes to a Proposal Record, please reach out to Institutional Development. For changes to staff access to Adaptive, please reach out to IT.

Submit this form to provide approval in writing for a contract document if you are unable to access PAC.

NOTE: If you are having re-occurring issues with PAC access, please reach out to Information Technology.

Submit this form to ask for information about the general agreement review/approval process, expected time lines, and when to expect a cost code. Prior to form submission, read about the contract lifecycle.

Track the status of a funding agreement, sub-funding agreement, or amendment in PAC using the Contract Document Tracking Info section.

NOTE: The Contracts Department’s standard review timeline is two weeks from the date of receipt.

Submit this form to request an update on your funding or sub-funding agreement.

Submit this form to request a temporary change in who will need to approve contract documents when you are out of office.

Read more about contract documents’ PAC approval processes, including who is responsible for approving contract documents, how these approvals are completed, how approvals might change depending on the contract document type, and who can sign the contract document.

Submit an amendment to a funder-generated funding agreement for the Contracts Department’s review and signature.

Submit a funder-generated funding agreement for the Contracts Department’s review and signature. Ensure you have a Proposal Record in PAC prior to submitting this form.

The request to have the Contracts Department draft a funding agreement using our template must be made on the Proposal Record in PAC. Please follow the instructions in requesting a WestEd-generated funding agreement.

Submit this form to request an amendment to an existing or current WestEd-generated funding agreement.

The request to have the Contracts Department draft a sub-funding agreement must be made on the Contract Record in PAC. Please follow the instructions in requesting a WestEd-generated sub-funding agreement.

Submit this form to request an amendment to an existing or current WestEd-generated sub-funding agreement.

Institutional Development can submit this form to request Contracts Department’s review of Request for Proposal (RFP) or vendor/bid portal terms and conditions. (For ID use only)