Association Management Agreement for Canada

Association Management Agreement Template for Canada

A comprehensive legal agreement governed by Canadian law that establishes the relationship between an association and a professional management company. This document outlines the terms and conditions under which the management company will provide administrative, operational, and strategic services to the association. It includes detailed provisions for service delivery, performance metrics, financial arrangements, compliance with Canadian federal and provincial regulations, data protection requirements, and risk allocation between parties. The agreement is structured to ensure compliance with relevant Canadian legislation including the Canada Not-for-profit Corporations Act and applicable provincial laws.

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What is a Association Management Agreement?

The Association Management Agreement is a crucial document used when an association decides to outsource its management functions to a professional management company. This agreement, governed by Canadian law, establishes the framework for a long-term strategic partnership between the association and the management company. It is particularly relevant when associations lack internal resources or expertise to manage their operations effectively, or when they seek to professionalize their management structure. The document covers essential aspects including scope of services, governance structure, financial arrangements, reporting requirements, and compliance with Canadian federal and provincial regulations. It's designed to protect both parties' interests while ensuring transparent and efficient association management. The agreement typically incorporates specific provisions for handling member data in compliance with Canadian privacy laws, managing association assets, and maintaining proper corporate governance standards.

What sections should be included in a Association Management Agreement?

1. Parties: Identification of the association and the management company, including their legal status and registered addresses

2. Background: Context of the agreement, including the association's purpose and need for management services

3. Definitions: Definitions of key terms used throughout the agreement

4. Appointment and Term: Formal appointment of the management company and duration of the agreement

5. Scope of Services: Detailed description of management services to be provided

6. Management Company's Obligations: Specific duties and responsibilities of the management company

7. Association's Obligations: Responsibilities and obligations of the association

8. Fees and Payment Terms: Management fees, payment schedule, and expense reimbursement

9. Reporting and Communication: Required reports, meetings, and communication protocols

10. Confidentiality: Protection and handling of confidential information

11. Intellectual Property: Ownership and usage rights of intellectual property

12. Data Protection: Compliance with privacy laws and data handling requirements

13. Liability and Indemnification: Risk allocation between parties and insurance requirements

14. Termination: Grounds for termination and termination procedures

15. Post-Termination Obligations: Responsibilities and transitions after agreement ends

16. General Provisions: Standard legal provisions including governing law, notices, and amendments

What sections are optional to include in a Association Management Agreement?

1. Emergency Services: Additional provisions for emergency response and crisis management, needed for associations requiring 24/7 support

2. Event Management: Specific provisions for organizing and managing association events, needed if events are a significant part of operations

3. International Operations: Provisions for managing international activities, needed for associations with global presence

4. Technology Services: Detailed provisions for technology platforms and digital services, needed for associations requiring significant tech support

5. Staff Transition: Provisions for transferring or managing existing staff, needed when existing employees are being transferred

6. Property Management: Provisions for managing physical properties, needed if the association owns or operates facilities

7. Publication Services: Provisions for managing association publications, needed for associations with regular publications

8. Membership Management: Detailed provisions for membership recruitment and retention, needed for associations focusing on growth

What schedules should be included in a Association Management Agreement?

1. Schedule A - Scope of Services: Detailed breakdown of all management services to be provided

2. Schedule B - Fee Structure: Detailed fee calculations, payment schedules, and expense categories

3. Schedule C - Service Levels: Specific performance metrics and service level requirements

4. Schedule D - Reporting Requirements: Templates and specifications for required reports

5. Schedule E - Key Personnel: List of key management team members and their responsibilities

6. Schedule F - Insurance Requirements: Detailed insurance coverage requirements and minimums

7. Appendix 1 - Association Policies: Relevant association policies the management company must follow

8. Appendix 2 - Transition Plan: Detailed plan for transitioning management services

9. Appendix 3 - Emergency Procedures: Emergency response procedures and contact information

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Canada

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Clauses
Relevant Industries

Professional Services

Healthcare

Education

Trade and Industry

Technology

Manufacturing

Construction

Financial Services

Non-Profit

Real Estate

Environmental

Sports and Recreation

Arts and Culture

Scientific Research

Agriculture

Relevant Teams

Legal

Operations

Executive Leadership

Finance

Compliance

Administrative

Governance

Member Services

Program Management

Communications

Relevant Roles

Executive Director

Association Manager

Chief Executive Officer

Operations Director

Legal Counsel

Board Member

Association President

Compliance Officer

Membership Director

Finance Director

Program Manager

Events Coordinator

Communications Manager

Administrative Director

Governance Officer

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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