I've been looking at sample fiscal sponsorship

agreements to figure out what this could look like for

us. Links are below. As an overview, the following

is a list of topics that may be addressed:

("project" = Free Ride, "sponsor" = Bike Pittsburgh)

• Finances - may include a variety of specifications:
  • accounting procedures
  • reporting - furnish reports quarterly, etc.
  • who does record-keeping
  • "project assets used for sole benefit of project"
  • administrative fee from project to sponsor.

• employees of project
• administration
• termination of agreement
• insurance
• conflict resolution (and even recovery of legal fees

from disputes!)

• 503c3 status - i.e., sponsor extends benefits to

project, project does not engage in any activities

that may jeopardize status.

• Governance: project will by governed by (whatever

agent within project), will report in such-and-such

way to some entity (board, subcommitee, individual)

within sponsor. Definition of relationship between

projects.

There is a substantial amount of variation within the

agreements I have seen. Some are very basic and only

include about three of the above points, some go into

more specifics. There is also a range of options in

the implementation of many points. It appears that

the agreement can pretty much be tailored to include

whatever is relevant to the working relationship of

the particular groups in question.

Links to samples:

http://www.mncn.org/doc/SAMPLE%20FISCAL%20AGENT%20AGREEMENT.PDF

http://www.compasspoint.org/askgenie/details.php?id=90

http://www.publicwelfare.org/resources/501c3_tax_status/sample_agreement.asp

http://www.silklaw.com/forms/fiscspon-ModA-agm-frm-206.pdf

Happy reading! It's chilly outside, perfect time to

curl up with a cup of tea and a good... sample fiscal

sponsorship agreement.

-Jessica