M-T1-CP-03-SD-04 — School Partnership Agreement

Release control

DRAFT — LOCAL LEGAL REVIEW REQUIRED — NOT APPROVED FOR SIGNATURE

This derivative is a school-specific issue checklist, clause map and schedule workbook for qualified local counsel. It is not legal advice and is not the signed agreement itself. Do not insert signature blocks, sign, rely on, announce or begin performance until all reviews, schedules, authority evidence and counsel-approved wording are complete.

Adaptation note

Use to prepare the counsel-review clause map and schedules for an approved school partnership. Cover correct education/school and Rotary parties and authority; activity purpose and student group; responsibilities; safeguarding, screening, supervision and handoff; consent, data, images and access; venue, safety, transport and insurance; costs, gifts and conflicts; complaints, suspension, cancellation, change, expiry, exit and record handover. Qualified local legal review and authorised signatures are mandatory.

Instructions

1. Begin only after the school proposal, fit review and internal decision to draft an agreement are documented.
2. Verify the correct legal/organisational parties, education-authority requirements, addresses, identifiers and signatory authority from authoritative records.
3. Give this completed clause map and all schedules to qualified local counsel. Counsel determines binding wording, governing law, liability, indemnity, notices, dispute process and any separate data/confidentiality instrument.
4. Do not use generic wording to transfer safeguarding, safety, supervision, privacy or legal duties that cannot lawfully or operationally be transferred.
5. Keep restricted student, family, staff, screening, incident and safeguarding records outside this drafting workbook; reference approved processes only.
6. Reconcile every schedule with the body after legal review. A change to scope, roles, dates, data, costs, risk or rights requires formal change control.
7. Do not release a signature version until unresolved fields are zero and the legal/signature gate is complete.

Controlled fields

Configured counsel-review clause map

Asset: M-T1-CP-03-SD-04 — School Partnership Agreement Version: {{VERSION_ID}} Drafting-stage approval date: {{APPROVAL_DATE}} Reviewers: {{REVIEWERS}}

1. Title, legal status, parties and dates

Counsel to draft {{AGREEMENT_NAME}} with legal status {{LEGAL_STATUS_WORDING}}.

• Rotary party: {{ROTARY_LEGAL_NAME}}; identifier {{ROTARY_IDENTIFIER}}; address {{ROTARY_ADDRESS}}
• School/education party: {{SCHOOL_LEGAL_NAME}}; identifier {{SCHOOL_IDENTIFIER}}; address {{SCHOOL_ADDRESS}}
• Operational contacts: {{ROTARY_AUTHORISED_CONTACT}} / {{SCHOOL_AUTHORISED_CONTACT}}
• Proposed term: {{START_DATE}} to {{END_DATE}}
• Review dates: {{REVIEW_DATES}}

Counsel to verify capacity, notice details, commencement conditions and signatory authority.

2. Background, purpose and student group

{{BACKGROUND_AND_PURPOSE}}

Shared outcome: {{SHARED_OUTCOME}} Approved aggregate student group: {{STUDENT_GROUP}}

The agreement must not imply guaranteed educational, service or community impact.

3. Scope, exclusions and deliverables

Included activity: {{ACTIVITY_SCOPE}}

Express exclusions: {{SCOPE_EXCLUSIONS}}

Deliverables, quality and acceptance: {{DELIVERABLES}}

Attach Schedule 1 and ensure dates, locations, year/age group, staff, activity boundaries and acceptance criteria agree with the clause body.

4. Roles, governance and authority

• Rotary responsibilities: {{ROTARY_ROLES}}
• School responsibilities: {{SCHOOL_ROLES}}
• Governance and decisions: {{GOVERNANCE_AND_DECISIONS}}
• Escalation: {{ESCALATION_ROUTE}}

State that operational contacts cannot bind a party outside delegated authority and that school authority over students and school operations is not displaced.

5. Contributions, costs, materials and gifts

{{COSTS_MATERIALS_AND_GIFTS}}

Counsel/finance review must address procurement, fundraising, reimbursements, overruns, unspent funds, materials, gifts, tax position and exit treatment.

6. Brand, communications and endorsement

{{BRAND_COMMUNICATIONS_AND_ENDORSEMENT}}

Protect both parties’ names/marks, require proof approval, prevent implied endorsement and define correction, withdrawal and post-exit cessation.

7. Data, privacy, confidentiality and security

{{DATA_PRIVACY_AND_SECURITY}}

Counsel determines whether a separate data-processing/confidentiality instrument is needed. The clause/schedule must minimise student, family and staff data and preserve the school-approved access, consent and correction routes.

8. IP, student work, content and third-party rights

{{IP_CONTENT_AND_RIGHTS}}

Address pre-existing materials, student-created work, new content, licences, attribution, modification, image/recording use, moral-rights consents where applicable and cessation/return.

9. Safeguarding, screening, supervision and handoff

• Policy hierarchy and reporting: {{SAFEGUARDING_POLICY_HIERARCHY}}
• Screening/checks and training: {{SCREENING_AND_TRAINING}}
• Supervision, attendance, transport and handoff: {{SUPERVISION_AND_HANDOFF}}
• Participant/guardian/data/image/recording consent: {{CONSENT_AND_RELEASES}}

The agreement must identify restricted-record owners without attaching screening results, incident narratives or personal safeguarding information.

10. Accessibility and participation

{{ACCESS_AND_PARTICIPATION}}

Use the school’s approved adjustment route and do not require unnecessary diagnosis disclosure to Rotary.

11. Safety, emergency, incidents and insurance

• Safety/emergency/incident responsibilities: {{SAFETY_EMERGENCY_AND_INCIDENT}}
• Insurance evidence and allocation: {{INSURANCE_REQUIREMENTS}}

Counsel/risk reviewers must address venue control, equipment, first response, stop-work, factual incident reporting and non-transferable duties.

12. Conflicts, conduct and complaints

{{CONFLICTS_AND_CONDUCT}}

Include disclosure, gifts, related parties, recusal, prohibited conduct, complaint ownership and escalation without bypassing school safeguarding or complaint processes.

13. Measures, reporting and records

{{MEASURES_REPORTING_AND_RECORDS}}

Measures must distinguish attendance/activity from outcome and minimise identifiable student reporting.

14. Change, suspension, cancellation and exit

• Change, suspension and cancellation: {{CHANGE_SUSPENSION_AND_CANCELLATION}}
• Exit and handover: {{EXIT_AND_HANDOVER}}
• Surviving terms: {{SURVIVING_TERMS}}

Address immediate safeguarding/safety action, participant continuity, open activities, information, money, materials, public statements and official records.

15. Disputes, notices and law

{{DISPUTES_NOTICES_AND_LAW}}

Only qualified local counsel may draft the governing-law/jurisdiction, notices, dispute, liability, indemnity, force-majeure, assignment, waiver, severability, electronic-signature and entire-agreement provisions.

Configured schedules

Schedule 1 — Activity scope and acceptance

Schedule 2 — RACI, authority and handoff

Schedule 3 — Safeguarding, consent, safety and access controls

Schedule 4 — Data, content and records

Schedule 5 — Contributions and budget

Legal-review and signature gate

• [ ] {{LEGAL_REVIEWER_AND_DATE}} is complete and counsel-approved wording is incorporated.
• [ ] Correct parties, identifiers, addresses, education-authority requirements and authority are verified.
• [ ] Every schedule agrees with the clause body and has an accountable owner.
• [ ] School/Rotary internal approvals for education, safeguarding, privacy, safety, access, insurance, finance, brand, rights and records are complete.
• [ ] No restricted personal or screening record is attached to the drafting workbook.
• [ ] All double-brace fields are resolved in the counsel-reviewed candidate.
• [ ] The authorised signatories are verified as {{ROTARY_SIGNATORY}} and {{SCHOOL_SIGNATORY}}.
• [ ] The exact signature version checksum and authority evidence are retained.
• [ ] No activity, expenditure, data sharing, mark use or announcement begins before valid execution and commencement conditions.

No signature block is included in this REVIEW derivative.

Review record