M-T1-CP-09-SD-01 — Business Partnership Proposal Template

Release control

DRAFT PROPOSAL — NONBINDING DISCUSSION — SUBJECT TO APPROVAL AND QUALIFIED LOCAL REVIEW

This proposal does not authorise work, spending, payment, fundraising, brand use, data/contact sharing, public announcement or reliance. It is not legal, tax, financial or insurance advice.

Adaptation note

For a business owner, executive or delegated community-investment/partnership decision-maker. Lead with a verified shared community outcome and explain why the business’s capability is relevant without flattery or assumed interest. Distinguish cash sponsorship, in-kind support, employee volunteering, expertise, venue, reach and referral. Control cost, valuation, authority, brand acknowledgement, data/contact sharing, procurement, tax, fundraising, conflicts and insurance. Keep Rotary membership separate from the partnership ask.

Instructions

1. Complete discovery, authority verification and proportionate due diligence before issuing an external proposal.
2. Use the current canonical Local Partnership Discovery and Development title; Business Outreach may remain a named mode.
3. State mutual community value and beneficiary value before describing contributions. Do not treat the business as a funding source by default.
4. Separate every proposed contribution category and record amount/value method, authority, conditions, evidence, timing and exit treatment.
5. Separate acknowledgement from advertising or endorsement; no mark or public announcement accompanies an unapproved proposal.
6. Map data/contact sharing and referral boundaries explicitly. A professional discussion does not authorise unrelated marketing or membership promotion.
7. Offer a proportionate pilot and a real review/exit path. Resolve all fields and material evidence before external review.

Controlled fields

Configured proposal body

Draft Proposal — Nonbinding Discussion — Subject to Approval and Local Legal Review

Asset: M-T1-CP-09-SD-01 — Business Partnership Proposal Template Version: {{VERSION_ID}} Proposal-stage approval date: {{APPROVAL_DATE}} Reviewers: {{REVIEWERS}}

1. Executive proposition

{{ROTARY_ENTITY}} and {{BUSINESS_ENTITY}} are exploring {{PARTNERSHIP_NAME}} in response to {{NEED_OR_OPPORTUNITY}}.

The proposed shared outcome is {{SHARED_OUTCOME}} for {{BENEFICIARY_OR_AUDIENCE}}.

{{ROTARY_ENTITY}} could contribute {{ROTARY_VALUE}}. {{BUSINESS_ENTITY}} could contribute {{BUSINESS_VALUE}}. These are possible contributions only and remain subject to each party’s approval, capability, budget, risk and legal review.

2. Why this relationship

{{BUSINESS_RELEVANCE}}

The rationale is capability fit and community value. It is not a claim of endorsement, exclusivity, community mandate, financial return, tax treatment or interest in Rotary membership.

3. Proposed pilot scope

Included pilot: {{PILOT_SCOPE}}

Expressly excluded: {{SCOPE_EXCLUDED}}

Deliverables and acceptance: {{DELIVERABLES}}

Assumptions: {{ASSUMPTIONS}}

Dependencies: {{DEPENDENCIES}}

4. Roles and governance

• Rotary roles: {{ROTARY_ROLES}}
• Business roles: {{BUSINESS_ROLES}}
• Governance, decisions and escalation: {{GOVERNANCE_DECISIONS_AND_ESCALATION}}
• Authorised contacts: {{ROTARY_CONTACT}} / {{BUSINESS_CONTACT}}

Operational contacts cannot bind either party beyond verified delegated authority.

5. Proposed contributions, costs and approvals

No contribution, payment, reimbursement, purchase, donation receipt or valuation is authorised by this proposal.

6. Brand, acknowledgement and communications

• Proposed acknowledgement and no-endorsement boundary: {{BRAND_ACKNOWLEDGEMENT}}
• Proof, spokesperson, publication and correction approvals: {{COMMUNICATIONS_APPROVAL}}

No mark use, advertising, media statement or public announcement accompanies this unapproved proposal.

7. Data, contact sharing, IP and rights

• Data/contact categories, purposes, roles, consent and sharing boundary: {{DATA_AND_CONTACT_BOUNDARIES}}
• Background/new content, licences and third-party rights: {{IP_AND_RIGHTS}}

Professional contact for this proposal is separate from public referrals, participant information, broader Rotary promotion and membership contact.

8. Safety, safeguarding and insurance

{{SAFETY_SAFEGUARDING_AND_INSURANCE}}

Any activity-specific risk, screening, supervision, incident, emergency or insurance term remains subject to specialist and legal review.

9. Conflicts

{{CONFLICT_DISCLOSURE_AND_MANAGEMENT}}

No person approves a related-party contribution or benefit in which they have an unmanaged conflict.

10. Measures, term and review

• Baseline, measures and reporting: {{BASELINE_MEASURES_AND_REPORTING}}
• Proposed pilot term/reviews: {{START_END_AND_REVIEW}}
• Success, redesign, pause/stop and exit: {{SUCCESS_STOP_AND_EXIT}}

Activity, visibility, donations, volunteer hours or enquiries are not described as community impact without appropriate outcome evidence.

11. Proposed next step

This proposal invites refinement and an approved next-stage decision. It does not authorise performance or create an agreement.

Next step: {{NEXT_STEP}} Owner: {{NEXT_STEP_OWNER}} Due date: {{NEXT_STEP_DUE_DATE}}

Contribution schedule

Proposal review checklist

• [ ] Correct entities, decision-makers and authority limits are verified.
• [ ] Shared outcome, beneficiary value and business relevance are evidence-backed.
• [ ] Pilot scope, exclusions, deliverables, assumptions and dependencies are explicit.
• [ ] Cash, in-kind, employee, expertise, venue, reach and referral contributions are separated.
• [ ] Cost, valuation, approval, procurement, tax, fundraising, evidence and exit questions have named reviewers.
• [ ] Acknowledgement is distinct from advertising/endorsement; no unapproved mark use/public announcement occurs.
• [ ] Data/contact sharing, referrals, privacy, security, retention and incident boundaries are mapped.
• [ ] Membership promotion is absent from the partnership ask and tracking permission.
• [ ] Safety, safeguarding, insurance, rights and conflict reviews are proportionate and complete/gated.
• [ ] Pilot measures distinguish outputs from outcomes and include redesign/stop/exit thresholds.
• [ ] Every controlled field and material claim is resolved/evidenced.
• [ ] Proposal remains nonbinding discussion; it is not accompanied by payment, logo use or performance.

Review record