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Minimum Standards and Best Practices Guide for Chapters Industry Engagement and Member Services Leadership Support Administration Financial Management.

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Presentation on theme: "Minimum Standards and Best Practices Guide for Chapters Industry Engagement and Member Services Leadership Support Administration Financial Management."— Presentation transcript:

1 Minimum Standards and Best Practices Guide for Chapters Industry Engagement and Member Services Leadership Support Administration Financial Management $ $ $ Updated 01/14

2 Financial Management Bank Account Key Financial Documents Budget Financial Reporting/Review Investments $ Accounting Standards/Policies Reserves

3 Leadership Support Succession PlanStrategic Plan Executive Council National Meeting Participation Leadership at National Level Leadership Mentoring/ Recognition Annual Plan Training for Chapter Leaders

4 Industry Engagement and Member Services Credential Awareness CPM Candidate Guidance/Mentoring Engaging the Industry Content Creation Recruitment Partnering with Other Organizations Scholarships IREM Foundation Academic Outreach Retention Community Service Chapter Communication Chapter Seminars Legislative Outreach Industry Partners x + y = z Chapter Events/Programs Career Guidance Surveying Members IREM EducationPublic Relations $ $ $

5 Administration Elections Risk Management Governance Documents Incorporation Crisis Management Antitrust Policy Taxes Employment/IAE Supervision Membership Notices Social Media Policy Software Licenses Data Security Trademark Usage/Branding Database Management Contracts

6 Bank Account Minimum Standards Adopts and enforces a policy on who has and should access accounts – includes recommendation on when changes should be made Adopts and enforces a policy on online banking including transferring money between accounts and who has authority, when applicable Includes in minutes the signor on bank accounts each year Banks with an FDIC insured bank Includes a bank contact information sheet with information on accounts – how many, where are they, who has access to the accounts, who is the signor Adopts and enforces a policy on deposits including check retention if using scanners, timeline for deposits (i.e. 24 hours from receipt, handling of cash, etc.) Best Practices Has awareness of online banking – although not a requirement to utilize online banking. If using, be sure to follow accounting best practices Bank Account $ Return to Main Menu Return to Main Menu Return to Financial Management Return to Financial Management

7 Key Financial Documents Minimum Standards Maintains accurate financial records Audits financial statements regularly Establishes and maintains a chart of accounts Adopts and enforces document retention rules (financials, payables, bank statements, employee benefit documents)document retention rules Best Practices Adopts and maintains a manual on accounting and financial policies and procedures that is reviewed and updated regularly Key Financial Documents Return to Main Menu Return to Main Menu Return to Financial Management Return to Financial Management

8 Budget Minimum Standards Executive council understands the assets of the organization and approves the budget annually which is noted in the minutes Executive council is conversant in budget and finances and knows the ratio of dues to non-dues revenue Has a year-end cash positive outcome Submits the budget to IREM HQ by the deadline Best Practices Ensures income exceeds expenses Follows best practices on budget format – including a detailed list of income and expenses Budget Return to Main Menu Return to Main Menu Return to Financial Management Return to Financial Management

9 Financial Reporting/Review Minimum Standards Has defined policy for financial reporting to chapter leaders and members Executive council receives and accepts financial statements (balance sheet, income/expense statements, budget comparison report with budget variance comments, bank statements, bank reconciliation, general ledger) at every meeting and is noted in the minutes Has financial reports that are cash-based Forms an internal audit committee that does not consist of executive council members to review financials periodically Best Practices Adopts and enforces a policy on conducting an audit, review or compilation by an independent financial auditor Conducts and annual review/audit by a CPA who specializes in non-profits or associations – if not every year, then every other year Financial Reporting/Review Return to Main Menu Return to Main Menu Return to Financial Management Return to Financial Management

10 Investments Best Practices Establishes a basic policy including: – investment objectives – an asset allocation model – investment restrictions – reliance on outside investment advisers – annual review of policy Tracks maturity dates Investments Return to Main Menu Return to Main Menu Return to Financial Management Return to Financial Management

11 Accounting Standards/Policies Minimum Standards Adopts and enforces safeguards and policies to protect assets Adopts and enforces a policy on check signing and credit card usage Adopts and enforces a policy on reimbursement of funds and documentation by receipts Adopts and enforces a policy regarding credit card points/credit card bonuses/travel miles Best Practices Works with a CPA who specializes in non-profits or associations Has awareness that the CPA counsels the executive council and is not a member of the staff Accounting Standards/Policies Return to Main Menu Return to Main Menu Return to Financial Management Return to Financial Management

12 Reserves Minimum Standards Adopts and enforces a policy for savings/reserves – note: IREM HQ policy is 33-50% of budget Adopts and enforces a policy on when and how much money can be taken out of reserves and who can approve Sets a reserve goal and evaluates annually Reserves Return to Main Menu Return to Main Menu Return to Financial Management Return to Financial Management

13 Succession Plan Minimum Standards Maintains a defined line of leadership succession Adopts and maintains a leadership organizational chart which clearly defines how to volunteer and elevate positions within the chapter Best Practices Has first time volunteers in leadership positions Identifies new volunteers often – Keeps an ongoing list of interested volunteers to refer back to often – Continues to track current volunteers service – Create a volunteer pool that tracks potential leaders Conducts a volunteer recruitment event annually Return to Main Menu Return to Main Menu Succession Plan Return to Leadership Support Return to Leadership Support

14 Strategic Plan Minimum Standards Maintains and follows a strategic plan that mirrors IREM's national plan that is reviewed and updated annually IREM's national plan Creates tactics/performance measures that includes delegation, deadlines, accountability and metrics Best Practices Performs an environmental scan – Reviews external and internal influences of the organization – Performs a SWOT analysis – identifying strengths, weaknesses, opportunities, and threats Return to Main Menu Return to Main Menu Strategic Plan Return to Leadership Support Return to Leadership Support

15 Annual Plan Minimum Standards Breaks down the strategic plan into a one year action plan to monitor goals Has written committee goals Aligns committee work with strategic goals Submit goals to IREM HQ by deadline Best Practices Adds a Plan Champion – an executive council member assigned to monitor and report on plan progress Meets or exceed chapter goals Return to Main Menu Return to Main Menu Annual Plan Return to Leadership Support Return to Leadership Support

16 National Meeting Participation Minimum Standards Current chapter president or other designated chapter officer attends both national meetings Contributes to the regional subsidy for the RVP to attend both national meetings Adopts and maintains a travel policy for volunteers and IAEs that includes responsibilities to attend specific events/meetings Best Practices Supports other chapter representatives to attend both national meetings – fully or partially subsidized by the chapter Participates in national committee meetings when attending Reaches out to all chapter members attending a national conference in advance to welcome them, engage them, and set up a meeting point as needed Return to Main Menu Return to Main Menu National Meeting Participation Return to Leadership Support Return to Leadership Support

17 Executive Council Minimum Standards Meets upon the call of the president, at such times and places as the president may designate, or upon demand of a majority of its members Holds a minimum of four Executive Council meetings with a quorum (majority of the council members) Supervises, controls, and directs the affairs of this chapter and determines its policies or changes therein within the limits of the bylaws Reviews bylaws annually and submits amendments to IREM HQbylaws Reviews chapter structure, organizational chart and executive council responsibilities/duties/authority annually Officers and executive council members understand response to disclosure can range from documentation to request for recusal or resignation Distributes conflict of interest forms at the beginning of each termconflict of interest forms Adopts and enforces a confidentiality policy Adds conflict of interest disclosure at the beginning of each executive council meeting agenda Best Practices Holds more than four executive council meetings with a quorum Return to Main Menu Return to Main Menu Executive Council Return to Leadership Support Return to Leadership Support

18 Training for Chapter Leaders Minimum Standards Maintains officer and committee job descriptions that are reviewed and updated annuallyjob descriptions Conducts annual officer/committee chair orientation Appoints committees based on chapter bylaws Creates a leadership "manual"/portal on website/memory stick that includes governance documents and any other critical documents Reviews volunteer/chapter liabilities with volunteers Best Practices Current chapter president and other chapter leaders participate in chapter leader webinars organized through IREM Headquarterschapter leader webinars Committees supplement the work of the executive council and staff Return to Main Menu Return to Main Menu Training for Chapter Leaders Return to Leadership Support Return to Leadership Support

19 Leadership Mentoring/ Recognition Minimum Standards Awards various member of the year recognitions, when warranted Recognizes outgoing officers and volunteers Best Practices Has an active leadership mentoring program Creates a mentor program for keeping current volunteers on track with goals Evaluates and coaches volunteers Return to Main Menu Return to Main Menu Leadership Mentoring/ Recognition Return to Leadership Support Return to Leadership Support

20 Leadership at National Level Best Practices Supports chapter members and/or IAE to be active at the national level Promotes national volunteer interest forms and available national volunteer opportunitiesnational volunteer interest forms and available national volunteer opportunities Encourages chapter leaders to pursue and apply to serve as a regional vice presidentregional vice president Supports and funds governing councillorsgoverning councillors Return to Main Menu Return to Main Menu Leadership at National Level Return to Leadership Support Return to Leadership Support

21 Recruitment Minimum Standards Actively recruits new membersrecruits Best Practices Prospects for new members Conducts corporate and academic outreachcorporate academic outreach Conducts membership recruitment events, mailings, telemarketingmembership recruitment events, mailings, telemarketing Hosts a membership drive - bring a friend event Participates in IREM HQ growth activities Follows best practices shared by other chapters and IREM HQ to help with membership growth and engagement Return to Main Menu Return to Main Menu Recruitment Return to Industry Engagement Return to Industry Engagement

22 Credential Awareness Best Practices Encourages promotion of the CPM, ARM, and ACoM by members by wearing their pin and adding their designation to their e-mail signatures and business cards Participates in the credential awareness program offered through IREM HQcredential awareness program Return to Main Menu Return to Main Menu Credential Awareness Return to Industry Engagement Return to Industry Engagement

23 Engaging the Industry Best Practices Hosts/sponsors a non-credential IREM seminar or workshopnon-credential IREM seminar or workshop Hosts an industry forecast eventindustry forecast event Offers a networking event - golf outing, property tour, etc. open to all practitioners Conducts outreach to allied organizations i.e. architects, mortgage bankers, brokers, accountants Return to Main Menu Return to Main Menu Engaging the Industry Return to Industry Engagement Return to Industry Engagement

24 Content Creation Best Practices Shares knowledge/information generated by chapter programs with the rest of the Institute and industry Expands/enhances existing program to reach a broader audience - not just your chapter members Identifies chapter members that can serve as industry experts outside of your chapter Utilizes website, eBlasts, newsletter to deliver knowledge to not just chapter members Return to Main Menu Return to Main Menu Content Creation Return to Industry Engagement Return to Industry Engagement

25 Partnering with Other Organizations Best Practices Participates in other local industry tradeshows Collaborates with other industry associations in joint event/programs Return to Main Menu Return to Main Menu Partnering with Other Organizations Return to Industry Engagement Return to Industry Engagement

26 Chapter Events/Programs Minimum Standards Holds a minimum of four chapter meetings where IREM business is conducted Sends notice of chapter meetings to all members at least 2 weeks prior to scheduled dates Has programs and/or activities that are geared toward attracting a diverse membership - gender, race, age, etc.diverse membership Has programs and/or activities that cater to all property types Has programs and/or activities geared towards attracting young professionals Best Practices Holds more than four chapter meetings where IREM business is conducted Establishes an annual schedule of all meetings and communicates the schedule at the beginning of the year Maintains average member attendance at chapter meetings at 15% of total membership Has a "greeting" group/committee that is active at chapter meetings to greet attendees Has a special table for invited guests/VIPs at chapter events Provides name tags for all members and guests at chapter events Holds an industry forecast event Sponsors a golf outing Sponsors a tradeshow Assists IREM Headquarters in manning a tradeshow booth at an industry event in your area or assist with planning the IREM conference in your area Collaborates with other IREM chapters in joint events/programs Supports international outreach - active chapter friendship agreement, hosts an international delegation, or assists international delegates at a conferenceinternational outreach Promotes and encourage submittals to the Income/Expense Analysis ProgramIncome/Expense Analysis Program Return to Main Menu Return to Main Menu Chapter Events/Programs Return to Industry Engagement Return to Industry Engagement

27 CPM Candidate Guidance/Mentoring Minimum Standards Holds a minimum of one event/meeting specifically for CPM Candidate guidance CPM Candidate guidance Best Practices Monitors Candidates' progress and communicates regularly with CPM Candidates - makes regular contact via phone or e-mail, reviews status reports, offers courses to meet CPM Candidates' needs, informs CPM Candidates of all chapter events, etc. Has a CPM Candidate mentor programCPM Candidate mentor program Return to Main Menu Return to Main Menu CPM Candidate Guidance/Mentorin g Return to Industry Engagement Return to Industry Engagement

28 Scholarships Best Practices Has a scholarship program with specific guidelines and awards scholarships regularly Promotes chapter scholarship programs and recipients in chapter communications and at chapter meetings Return to Main Menu Return to Main Menu Scholarships $ $ $ Return to Industry Engagement Return to Industry Engagement

29 IREM Foundation Best Practices Promotes IREM Foundation scholarships and grant programs in chapter communications and at chapter meetingsIREM Foundation scholarships and grant programs Establishes and contributes to the Chapter Restricted Fund with the IREM FoundationChapter Restricted Fund Contributes to the IREM Foundation - donation to annual event, ad in the program book, etc. Return to Main Menu Return to Main Menu IREM Foundation Return to Industry Engagement Return to Industry Engagement

30 Academic Outreach Best Practices Donates a chapter library of IREM publications to a college or universitychapter library of IREM publications Participates in high school career days Meets with local colleges and universities to partner with IREM Participates in college/university career days Has an active student outreach committee or chairperson. Supports Student and Academic Membership programs through chapter events or chapter subsidies Participates in local college/university real estate clubs Return to Main Menu Return to Main Menu Academic Outreach Return to Industry Engagement Return to Industry Engagement

31 Retention Minimum Standards Contacts all new members upon approval - provides a new member packet, contacts new member by phone or mail, or has a special event just for new members Contacts all new members upon approval Conducts follow up with members who have not paid national and/or chapter dues Best Practices Maintains 85-95% in total membership retention Has a program designed to scan dropped members and/or hosts events to re-engage dropped members Conducts new member welcome program as outlined in the "New Member Welcome Program for Chapters" designed by the national Membership and Credentialing Committee "New Member Welcome Program for Chapters" Recognizes members with significant anniversaries via letter, at chapter meeting, in chapter newsletter, and/or on chapter website Recognizes member contributions at chapter meetings and in chapter newsletters Provides opportunities for all member types to participate in chapter programs and activities Provides services/benefits specifically for AMO firms Provides services/benefits specifically for ACoM or ARM Members Provides services/benefits specifically for Associate Members Has an active ARM committee Return to Main Menu Return to Main Menu Retention Return to Industry Engagement Return to Industry Engagement

32 Charitable Giving/Community Service Best Practices Adopts and enforces a policy that determines process for approving involvement Determines how being involved in charitable giving/community involvement fits into the chapters mission Participates in a community service program(s) and/or makes charitable donations outside of the IREM Foundation Return to Main Menu Return to Main Menu Charitable Giving/Comm. Service Return to Industry Engagement Return to Industry Engagement

33 Chapter Communication Minimum Standards Maintains a chapter website that is kept current Links chapter website to IREM website when applicable Best Practices Produces and sends a quarterly chapter newsletter electronically or by mailchapter newsletter Copyrights original work to indicate property of chapter, when necessary Gives credit to other sources when publishing others materials if allowed Participates in IREM's chapter website program Return to Main Menu Return to Main Menu Chapter Communication Return to Industry Engagement Return to Industry Engagement

34 Chapter Seminars Best Practices Conducts one to four hour seminars sponsored by chapter - outside of IREM Ed coursesone to four hour seminars Utilizes the "Workshops in a Box" available on www.irem.org"Workshops in a Box" Conducts full day seminars - outside of IREM ED coursesfull day seminars Obtains continuing education for chapter seminars Promotes IREM professional development seminars and webinars in chapter communications and/or websiteIREM professional development seminars and webinars Return to Main Menu Return to Main Menu Chapter Seminars x + y = z Return to Industry Engagement Return to Industry Engagement

35 Legislative Outreach Minimum Standards Supports at least one member to participate in Capitol Hill Visit Day - promotes and encourages all members to participateCapitol Hill Visit Day Best Practices Participates in local/state legislative activity - has a member identified to track legislation, reports to chapter membership, etc.local/state legislative activity Participates in lobby efforts with local or state REALTORs, CCIM or other professional real estate management organizations Return to Main Menu Return to Main Menu Legislative Outreach Return to Industry Engagement Return to Industry Engagement

36 Industry Partners Best Practices Has an active Friends of IREM/industry partner programFriends of IREM/industry partner program Return to Main Menu Return to Main Menu Industry Partners Return to Industry Engagement Return to Industry Engagement

37 Career Guidance Best Practices Supports www.iremjobs.org by promoting in chapter newsletter, at chapter meetings, and/or on chapter websitewww.iremjobs.org Return to Main Menu Return to Main Menu Career Guidance Return to Industry Engagement Return to Industry Engagement

38 Surveying Members Best Practices Conducts annual or bi-annual membership satisfaction/needs assessment survey that adequately addresses all membership types Addresses member needs assessment survey by adding/changing benefits or services Return to Main Menu Return to Main Menu Surveying Members Return to Industry Engagement Return to Industry Engagement

39 IREM Education Best Practices Conducts IREM courses as a chapter or jointly with other chapters and promotes offerings to prospects, students and membersIREM courses promotes Conducts single or multi-year educational planning with IREM courses to ensure that students can complete required coursework through chapter Promotes the online education opportunities in chapter communicationsonline education opportunities Utilizes the online Student/Candidate Course Report to determine courses to offer each year to meet the needs' of current studentsStudent/Candidate Course Report Promotes IREM courses of neighboring chapters Return to Main Menu Return to Main Menu IREM Education Return to Industry Engagement Return to Industry Engagement

40 Public Relations Minimum Standards Follows IREM Brand Style Guide in promoting IREM and its' credentials in all written communications and advertisementIREM Brand Style Guide Best Practices Participates in credential awareness and membership recruitment programs offered through IREM HQcredential awareness membership recruitment Meets with companies to promote the hiring of IREM credentialed members Sends press releases to local media contacts for chapter events, new members, leadership visits, award winners, new IREM products, etc.press releases Appears in print as a result of media efforts Works with local radio stations to run a commercial about hiring a CPM, ARM or ACoM Return to Main Menu Return to Main Menu Public Relations Return to Industry Engagement Return to Industry Engagement

41 Incorporation Minimum Standards Files articles of incorporation with the Secretary of State Sends copies of articles of incorporation to IREM HQ Renews articles of incorporation annually with the Secretary of State Return to Main Menu Return to Main Menu Incorporation Return to Administration Return to Administration

42 Elections Minimum Standards Holds election no later than the fourth Thursday in September with a notice of the election and nominees sent to members 30 days in advance Submits list of officers and key contacts to IREM HQ by deadline Return to Main Menu Return to Main Menu Elections Return to Administration Return to Administration

43 Governance Documents Minimum Standards Reviews and updates chapter bylaws regularly and sends a current copy to IREM HQchapter bylaws Follows procedures to update chapter bylaws, when mandatory amendments are required Adheres closely to the bylaws Provides proper notice and adoption of unique and mandatory amendments as need in compliance with bylaws Maintains and updates regularly a comprehensive policy manual Creates detailed meeting agendas Creates comprehensive meeting minutes that include: – Proof of annual corporate meeting exists – Records of actions, motions and self-serving statements – Decisions made by the executive council – Reflects that executive council members received the documents Executive council approves minutes via motion Safeguards and keeps minutes forever Understands that minutes are not a newsletter or place to record notes and/or reminders Adopts and enforces a policy on limiting the use of audio recorded meetings Return to Main Menu Return to Main Menu Governance Documents Return to Administration Return to Administration

44 Crisis Management Minimum Standards Has a business continuity plan which includes passwords, key information, disaster planning information and determines who has access to these passwords other than IAE Has an emergency manual for communications and backing up critical documents is maintained outside of the chapter office Best Practices Has a succession plan for staff Return to Main Menu Return to Main Menu Crisis Management Return to Administration Return to Administration

45 Data Security Minimum Standards Never keeps credit card numbers Uses a secure site when processing credit card payments Adopts and enforces a confidentiality policy Uses a secure internet connection and password protects all databases Best Practices Backs up electronic information – includes social media sites Has a policy and procedures on the management and ownership of chapter website domain Return to Main Menu Return to Main Menu Data Security Return to Administration Return to Administration

46 Risk Management Minimum Standards Has an awareness of what IREM HQ covers and what additional policies chapters should purchase if necessaryIREM HQ covers Best Practices Purchases additional insurance for chapter office Requests and maintains certificates of insurance Return to Main Menu Return to Main Menu Risk Management Return to Administration Return to Administration

47 Antitrust Policy Minimum Standards Adopts and enforces a written antitrust avoidance policy Records annually in meeting minutes that leaders have been advised not to violate antitrust laws Return to Main Menu Return to Main Menu Antitrust Policy Return to Administration Return to Administration

48 Taxes Minimum Standards Files federal and state taxes annually with the IRS and sends a copy to IREM HQ by May 15 – taxes should be prepared by a CPA and signed by the chapter president Executive council reviews Form 990 before submission to the IRS Ensures vigilance in understanding laws and filings maintained in a time manner Files employment taxes and/or supports IAE Reports unrelated business income Retains taxes and back up for seven years Submits amendments to governing documents to the IRS with tax return Reports sales tax to state, if applicable Return to Main Menu Return to Main Menu Taxes Return to Administration Return to Administration

49 Employment/ IAE Supervision Minimum Standards Adopts and maintains a job description and personnel manual for IAEjob description Reviews IAE contract annually Adopts and enforces a sexual harassment policy for IAEsexual harassment policy Adopts and enforces a credit card policy for IAE Ensures that IAE is bonded Adopts and enforces a whistleblower clause for IAEswhistleblower clause Adopts and enforces a record retention policy for IAEsrecord retention policy Determines if IAE is employee, independent contractor or using an association management firm and manages accordingly Manages IAE payroll Understands employment laws/compliance in your state Best Practices Performs an annual employee review conducted by chapter president/president-elect including goal setting Encourages professional development of IAE Supports IAE to attend national events Adopts and maintains an organizational chart that depicts lines of authority, communication and supervision IAE reviews and is familiar with the IREM website and all reportsreports IAE attends as many IREM chapter learning webinars as possibleIREM chapter learning webinars IAE serves as a mentor to other IAEs, when applicable Return to Main Menu Return to Main Menu Employment/IAE Supervision Return to Administration Return to Administration

50 Membership Notices Minimum Standards Follows the IREM HQ guidelines for sending timely dues noticesIREM HQ guidelines Reports any unpaid members to IREM HQ by deadline Includes a non-deductibility notice on all membership invoicesnon-deductibility notice Sends notice to all members on annual meeting and nominations as outlined in the bylaws Return to Main Menu Return to Main Menu Membership Notices Return to Administration Return to Administration

51 Social Media Policy Minimum Standards Avoids antitrust violations and libel Protects passwords Best Practices Adopts and enforces a policy that includes guidelines and controls for content, copyright and professionalism on social mediapolicy Utilizes chapter guides created by IREM HQ for Facebook and Twitter FacebookTwitter Return to Main Menu Return to Main Menu Social Media Policy Return to Administration Return to Administration

52 Software Licenses Minimum Standards Maintains appropriate software licenses and avoids pirating Safeguards licenses Keeps information with business continuity plan Best Practices Maintains licenses and follows accordingly for programs such as Microsoft, database, Antivirus, accounting software, etc. Updates products for relevancy Return to Main Menu Return to Main Menu Software Licenses Return to Administration Return to Administration

53 Trademark Usage/ Branding Minimum Standards Follows the IREM Brand Style Guide for using the IREM logos correctlyIREM Brand Style Guide Uses registered trademarks when using the designations Uses the chapter signature on your website and communications provided by IREM HQ Return to Main Menu Return to Main Menu Trademark Usage/Branding Return to Administration Return to Administration

54 Database Management Minimum Standards Tracks all members with key information in a database - excel or more sophisticated product Reconciles database with IREM HQ online member roster (IAEs can access this after logging in to www.irem.org) regularly to ensure accurate informationIREM HQ online member roster www.irem.org Adds new members to chapter records immediately upon notification from IREM HQ Removes dropped members from chapter records immediately upon notification from IREM HQ Processes membership applications within the 30 day timeframe, but processes quicker when possible Best Practices Tracks non-member prospects and students with key information in chapters database Tracks birthdates, membership involvement Return to Main Menu Return to Main Menu Database Management Return to Administration Return to Administration

55 Contracts Minimum Standards Adopts and enforces a policy on who can sign contracts Retains copies of all contracts including office leases, equipment leases, employment contracts, etc. Requires insurance from vendors before signing a contract Best Practices Clarifies what a contract looks like - who signs, termination clause, etc. Return to Main Menu Return to Main Menu Contracts Return to Administration Return to Administration


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