Page 214 - Washington Nonprofit Handbook 2018 Edition

certain milestones must be accomplished) and whether there are any
circumstances under which funds would have to be returned (for example, for
breach of the agreement). Determine whether the organization’s books and
records will be subject to review and/or audit by the funding organization.

d. Implementation

Implementation issues include identification of each partner’s respective
roles and responsibilities. What are the strengths and expertise of each partner in
areas such as fundraising, political savvy, public relations, and staff support? To
what extent will each partner be involved in day-to-day operations? Will some
responsibilities be shared and others carried out by only one of the organizations?
What is the time frame for implementation? Can any responsibilities be assigned or
subcontracted?

e. Communication

Who speaks for each organization and in what ways? How do the two
organizations communicate between themselves? How do they communicate with
third parties and the public?

f. Accountability

What standards will the organization utilize to measure respective
responsibilities? How will it measure progress towards your collective goals? What
specific targets or benchmarks are important to acknowledge? What reporting and
monitoring standards and procedures will it utilize, for example, in areas of
accounting, project implementation, audit and evaluation? How frequent will these
reports be?

g. Intellectual Property Rights

Which entity will own materials created during the course of the
collaboration? Can those materials be used by third parties? What will become of
those materials upon termination of the partnership? Will the collaboration result
in the use or creation of any trade names or marks? Which entity organization is
entitled to use those during and upon the termination of the partnership?

h. Taxes, Indemnification and Insurance

Which of the two organizations will be responsible for receiving funds and
reporting the funds as income? Will either organization be responsible for

WASHINGTON NONPROFIT HANDBOOK -203- 2018