Non-Profit Information Packet

NON-PROFIT INFORMATION PACKET

Organization Information

Organizational Profile

Governance & Compliance

Is the organization recognized as tax-exempt under applicable law? Yes No

Insurance & Risk Management

General liability insurance in force: Yes No

Attachments & Certifications

Please indicate which documents are attached to this packet:

Most recent audited financial statements
IRS/Tax exemption determination or certificate
Current board list and officers
Program descriptions and budgets

Agreement for Services and Information

WHEREAS, Organization Name: is a non-profit entity engaged in charitable, educational, or social services activities; and

WHEREAS, Recipient Name: seeks to obtain certain information, services, or funding commitments from Organization Name for the purpose of supporting the programs described herein; and

NOW, THEREFORE, in consideration of the mutual covenants contained in this packet and any subsequent engagement documents, the parties agree as follows:

Scope of Work

Payment Terms

Compensation Amount: $

Payment Schedule:

Invoicing and Payment Procedure: Organization shall invoice as described above. Unless otherwise agreed in writing, payments are due within days of receipt of a proper invoice.

Late Payment Fee: Amounts unpaid beyond the due date will incur a late fee equal to per month, or the maximum permitted by law, whichever is less.

Term and Termination

Commencement Date:

Termination Date (if any):

Either party may terminate this agreement for convenience upon written notice to the other party no fewer than days, provided that fees and obligations accrued prior to termination shall survive termination.

Confidentiality

Each party shall maintain as confidential all non-public information disclosed by the other party that is identified as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential information shall not be disclosed except to employees, agents, or professional advisors on a need-to-know basis and who are bound by confidentiality obligations. The obligations in this clause shall continue for three (3) years following disclosure, except for trade secrets which shall be protected for as long as they remain trade secrets under applicable law.

Governing Law

This Packet and any subsequent engagement arising from it shall be governed by and construed in accordance with the laws of the State of , without regard to conflict of law principles.

Entire Agreement

This Packet, together with any subsequently executed written engagement letter or statement of work expressly incorporated herein, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements, understandings, negotiations, and discussions, whether oral or written. No amendment or modification shall be binding unless in writing and signed by authorized representatives of both parties.

Acknowledgment

By signing below, the undersigned represents and warrants that they are authorized to provide the information contained in this packet on behalf of the organization and to bind the organization to the terms set forth in this Packet and any subsequent engagement. The undersigned further certifies that the information provided is true and accurate to the best of their knowledge.

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