Scope
Define the collaboration objectives, specific activities, and exclusions so both parties understand what is and is not covered by the MOU.
An MOU reduces ambiguity, documents agreed deliverables, and sets governance for joint activity without immediately creating full contractual obligations. For associations, it preserves member trust by documenting scope and data handling; for partners, it clarifies liabilities, timelines, and exit terms. It also creates a record that supports later contracting, invoicing, and regulatory compliance.
Typical preparers include association program managers, legal counsel, partner account leads, and external advisers tasked with operationalizing collaboration.
Keep stakeholders informed and ensure signatory authority is documented to prevent later disputes.
Executive Director or board‑delegated officer. This person signs to bind the association within the limits of board resolutions and bylaws; legal review is recommended if the MOU includes indemnities or payment commitments.
Authorized corporate officer or business unit head. Signing authority should match the partner’s internal delegation for obligations and payment; attach a signature authority certificate if governance requires it.
Define the collaboration objectives, specific activities, and exclusions so both parties understand what is and is not covered by the MOU.
List measurable outputs, acceptance criteria, delivery dates, and who is responsible for each deliverable during the MOU term.
State funding, expense allocation, invoicing cadence, payment responsibility, and whether revenue sharing or sponsorship fees apply.
Include non‑disclosure terms describing protected information, permitted disclosures, duration, and obligations after termination.
Specify ownership of pre‑existing IP and of newly created materials; include license grants and restrictions where appropriate.
Set termination notice periods, cure rights, post‑termination obligations, governing law, and preferred dispute resolution method.
| Field | Configuration |
|---|---|
| Signing Order | Sequential signing by association then partner |
| Authentication | Email OTP or SMS code for signer verification |
| Attachments | Allow supporting exhibits and proof of authority |
| Notifications | Automatic reminders at 3 and 7 days before expiration |
Choose an eSignature platform that meets authentication, audit trail, and storage requirements for both parties.
Confirm the chosen platform can generate an audit trail and produce a signed PDF copy for distribution and retention.
Date activities and obligations start; use MM/DD/YYYY format.
Explicit delivery dates for each major deliverable.
Set cure and termination notice windows (e.g., 30 days).
Define when renewal decisions must be communicated (e.g., 60 days prior).
State net terms (e.g., Net 30) and invoice submission deadlines.
Drafting and internal approvals before partner review.
Partner edits, countersignature planning, and authority confirmation.
Authorized signing, notarization as required, and distribution of executed copies.
Periodic status checks, invoicing, and milestone acceptance.
An association partners with an industry vendor to co‑sponsor a conference, sharing venue costs and exhibitor revenue
An association and a corporate partner agree to produce an industry report, sharing research costs and IP rights
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |