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Equality Texas Agreement

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EQUALITY TEXAS AGREEMENT

This Equality Texas Agreement ("Agreement") is entered into as of Effective Date: by and between Equality Texas, a nonprofit corporation organized under Texas law, with principal place of business at ("Equality Texas"), and Counterparty Name: , an entity having its principal place of business at ("Counterparty").

WHEREAS

WHEREAS, Equality Texas works to advance equality and civil rights within the State of Texas and requires services and support to further its programmatic objectives; and

WHEREAS, Counterparty represents that it possesses the experience, personnel, and resources necessary to perform the services described in this Agreement and is willing to provide such services to Equality Texas under the terms set forth herein; and

WHEREAS, the parties desire to set forth their mutual understanding and obligations with respect to the services to be provided and compensation to be paid.

SCOPE OF WORK

Counterparty shall provide the services, deliverables, timelines, and acceptance criteria as described below. Counterparty shall perform all services in a professional, workmanlike manner consistent with industry standards and subject to the supervision of Equality Texas.

PAYMENT TERMS

In consideration for the services performed by Counterparty, Equality Texas shall pay Counterparty the amounts and according to the schedule set forth below. Unless otherwise stated, amounts are payable in U.S. dollars and exclusive of any taxes for which Counterparty is responsible.

All invoices shall itemize services and expenses and be submitted to Equality Texas at the address for notices below. Unless otherwise agreed in writing, Equality Texas shall pay undisputed invoices within thirty (30) days of receipt. Disputed portions of any invoice shall be raised promptly and the undisputed portion shall remain payable when due.

TERM AND TERMINATION

This Agreement shall commence on Start Date: and shall continue until End Date: unless earlier terminated in accordance with this section.

Either party may terminate this Agreement for material breach by the other party if the breaching party fails to cure the breach within fifteen (15) days after receipt of written notice specifying the nature of the breach. Equality Texas may terminate immediately for cause where continuation would jeopardize Equality Texas's tax-exempt status or subject it to regulatory risk. Upon termination, Counterparty shall deliver all work in progress and prepared materials, and Equality Texas shall pay for services performed and reasonable expenses properly incurred through the effective date of termination.

CONFIDENTIALITY

"Confidential Information" means non-public information disclosed by one party to the other in writing, orally, or by inspection that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information includes, but is not limited to, donor lists, program strategies, financial information, and personally identifiable information of beneficiaries.

The receiving party shall: (a) protect Confidential Information using at least the same degree of care it uses to protect its own confidential information and no less than a reasonable degree of care; (b) use Confidential Information solely to perform under this Agreement; and (c) not disclose Confidential Information to third parties except to employees, contractors, or professional advisors with a need to know who are bound by confidentiality obligations no less protective than those herein. These obligations shall survive termination of this Agreement for a period of three (3) years, except that legally protected donor privacy and personally identifiable information must be maintained indefinitely in accordance with applicable law and Equality Texas policy.

The obligations in this section shall not apply to information that (i) is or becomes publicly known through no wrongful act of the receiving party; (ii) is independently developed by the receiving party without reference to Confidential Information; or (iii) is rightfully received from a third party without restriction.

INDEMNIFICATION AND LIMITATION OF LIABILITY

Counterparty shall indemnify, defend, and hold harmless Equality Texas and its officers, directors, employees, and agents from and against any third-party claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or resulting from Counterparty's negligent acts, willful misconduct, or breach of this Agreement, except to the extent caused by Equality Texas's gross negligence or willful misconduct. IN NO EVENT SHALL EQUALITY TEXAS BE LIABLE TO COUNTERPARTY FOR SPECIAL, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the substantive laws of the State of Texas, without regard to its conflict-of-law rules. The parties submit to the exclusive jurisdiction of the state and federal courts located in Travis County, Texas for any action arising under this Agreement.

MISCELLANEOUS

Assignment: Neither party may assign this Agreement or any of its rights or obligations without the prior written consent of the other, except that Equality Texas may assign to an affiliated nonprofit organization so long as the assignee assumes Equality Texas's obligations in writing.

Notices: All notices required under this Agreement shall be given in writing and delivered to the addresses listed below or to such other address as a party designates by written notice. Notices are effective upon receipt.

ENTIRE AGREEMENT

This Agreement, including any exhibits and attachments incorporated by reference, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, proposals, and understandings, whether written or oral. Any amendment or modification must be in writing and signed by authorized representatives of both parties.

Equality Texas

Printed Name:

By:

Date:

Counterparty

Printed Name:

By:

Date:

Enter text✕

What the Equality Texas Agreement Is

The Equality Texas Agreement is a standardized legal document used to record commitments, responsibilities, and mutual expectations between Equality Texas and partner organizations, donors, volunteers, or contractors. It defines scope of collaboration, deliverables, confidentiality terms, termination conditions, and optional budget or program exhibits. The template includes signature blocks for multiple parties and fields for effective dates, notices, and amendment procedures. Organizations should review and adapt the template to reflect negotiated terms and applicable state law before executing the Agreement.

Why a Clear Agreement Matters

A written Equality Texas Agreement reduces ambiguity, documents obligations for funders and partners, and helps preserve legal rights. When executed properly it supports grant reporting, donor restrictions, and enforcement under electronic signature frameworks such as the ESIGN Act and state UETA statutes.

Why a Clear Agreement Matters

Who Typically Completes This Agreement

Typical users include nonprofit staff, legal counsel, development officers, and external partners who need documented agreements.

  • Equality Texas staff managing partnerships, grants, program compliance, and reporting.
  • External partners and service providers entering collaboration or subcontract arrangements.
  • Legal or development teams reviewing terms, donor restrictions, and confidentiality clauses.

Proper role assignment and internal review help ensure the Agreement is complete, signed by authorized persons, and aligned with organizational policies.

Who Signs and Why

Executive Director

Typically negotiates high-level terms, approves final language, and signs when delegated authority exists. Works with finance to confirm budget exhibits and with program staff to verify deliverables and reporting milestones before execution.

General Counsel

Reviews indemnity, confidentiality, data sharing, and statutory compliance. Advises on notarization or witness needs and whether electronic signatures satisfy legal requirements such as the ESIGN Act (15 U.S.C. §7001) and applicable UETA provisions.

Essential Information to Include

Parties: Full legal names of each party
Effective Date: Enter as MM/DD/YYYY format
Scope of Work: Clear deliverables and timelines
Compensation: Payment terms and amounts
Confidentiality: Duration and permitted disclosures
Signature Blocks: Printed name, title, date

Common Risks and Legal Consequences

Invalid Signature: May void agreement
Missing Dates: Affects enforceability
Incorrect Party Names: Triggers disputes
Data Privacy Breach: HIPAA penalties possible
Tax Reporting Issues: Backup withholding risk
Late Filing: Administrative fines possible

Frequent Preparation Mistakes to Avoid

  • Using initials or partial signatures instead of full printed and signed names can create uncertainty about intent and may be insufficient under state law for some transactions.
  • Failing to attach required exhibits, such as budgets, scopes of work, or reporting schedules, leaves obligations undefined and complicates enforcement or funder audits.
  • Entering mismatched legal entity names versus DBA names often triggers payment, invoicing, or tax-processing problems for the payer and recipient.
  • Overlooking notarization or witness fields where state law or funder requirements demand them can prevent acceptance by courts or recording authorities.

Step-by-Step: Complete the Agreement

Follow these steps to complete the Equality Texas Agreement accurately and reduce processing delays across parties.

  • 01
    Prepare parties: Provide full legal names and contact information for each party.
  • 02
    Set effective date: Enter date in MM/DD/YYYY format at the top.
  • 03
    Define scope: Attach exhibits for deliverables, schedule, and budget.
  • 04
    Sign and date: Each authorized signer must sign and date in block.

How to Configure an Online Signing Workflow

Configure the online workflow to match signer order, authentication strength, notification cadence, and retention settings before sending the document.

Field name and configuration details How to set the field in the workflow
Signer order and routing sequence required Specify sequence such as signer one then signer two.
Authentication method and strength Choose email link, SMS code, or knowledge-based authentication.
Notifications, reminders, and expiration settings Set reminder cadence and automatic expiration dates.
Document retention, copies, and archival rules Store signed copies, export PDFs, and set retention policy.

Technical Requirements for Digital Execution

Confirm file formats, signer authentication, integration needs, and compliance options before uploading documents for electronic signature.

  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace
  • Supported formats: PDF, Word DOCX, HTML, Excel
  • Authentication options: Email, SMS, two-factor, knowledge-based

Where to Send and How Routing Works

Typical routing sequence from preparation to final storage ensures each party receives a copy and the organization retains an auditable record.

  • Upload document: Attach final PDF or DOCX and place fields.
  • Assign signers: Enter signer emails and set signing order.
  • Authenticate signer: Select email, SMS code, or stronger verification.
  • Distribute copies: Deliver signed PDF to all parties and archive.

Timelines, Deadlines, and Processing Expectations

Set realistic internal and external timelines to avoid delays in execution, reporting, or payment related to the Agreement.

Signature window:

Allow 7–30 days for external signers to complete the document.

Internal review period:

Allow 3–7 business days for legal and finance review.

Notarization timeframe:

Schedule any required notary before submission or recording.

Retention start date:

Retention typically begins on the effective date or final execution.

Reporting deadlines:

Follow any grant or donor reporting dates specified in the Agreement.

Key Milestones from Draft to Archive

Track these milestones to monitor progress from drafting through approvals, execution, and long-term retention.

01

Drafting and internal review

Create initial draft and collect internal comments before sending.

02

External negotiation and revision

Exchange redlines and agree on final language.

03

Execution and notarization

Signatures obtained; notarize if required by state law.

04

Storage and monitoring

Archive executed copy and track reporting obligations.

Representative eSignature Vendor Comparison for This Agreement

Compare core pricing and capability indicators for common eSignature providers; signNow is shown first per vendor ordering requirements.

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Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies Varies Varies Varies
Bulk Send Yes Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No

Real-World Examples of Digital Execution

Examples show how organizations used electronic workflows to simplify execution and preserve compliance while working remotely.

Martin Properties

Tim Martin used online agreements to close property deals remotely and reduce turnaround.

  • Mobile signing supported field execution and offsite closings.
  • He reported processing and executing documents online with compliance and security, enabling faster closings without in-person meetings.

Fertility Centers of Illinois

John Butler integrated online signatures into patient forms to streamline intake and administration.

  • Improved workflow reduced paper handling and waiting times.
  • He noted the solution provided flexibility to obtain signatures in multiple formats while maintaining security and audit logs.

Frequently Asked Questions and Troubleshooting

Answers address legal validity, notarization, privacy concerns, amendment procedures, platform suitability, and retention obligations for the Agreement.


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