Association Management Agreement for the United Kingdom

Association Management Agreement Template for England and Wales

An Association Management Agreement is a legally binding contract under English and Welsh law that establishes the terms and conditions under which a professional management company provides administrative, operational, and strategic services to an association or professional body. The agreement covers essential aspects such as scope of services, management responsibilities, performance standards, financial arrangements, and reporting requirements, while ensuring compliance with UK regulatory requirements and best practices in association governance.

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What is a Association Management Agreement?

The Association Management Agreement serves as the primary contractual framework for organizations seeking professional management services in England and Wales. This document is essential when an association decides to outsource its operational management to a specialized firm. The agreement comprehensively details service scope, responsibilities, performance metrics, financial terms, and compliance requirements. It's particularly relevant for professional bodies, trade associations, and membership organizations requiring expert management of their day-to-day operations, strategic initiatives, and member services.

What sections should be included in a Association Management Agreement?

1. Parties: Identification and details of the contracting parties

2. Background: Context and purpose of the agreement

3. Definitions: Key terms used throughout the agreement

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

5. Term and Termination: Duration of agreement and termination provisions

6. Fees and Payment Terms: Financial arrangements and payment schedules

7. Obligations of the Manager: Duties and responsibilities of the management company

8. Obligations of the Association: Duties and responsibilities of the association

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

1. Property Management: Specific provisions for physical property management services when the association owns or manages physical premises

2. Event Management: Provisions for organizing and managing events when the association regularly holds events or conferences

3. Membership Administration: Details of membership management services when membership administration is part of the scope

4. Digital Services: Website and digital platform management provisions when digital services are included in the scope

What schedules should be included in a Association Management Agreement?

1. Schedule 1 - Services Description: Detailed breakdown of all services to be provided

2. Schedule 2 - Fee Structure: Detailed breakdown of fees and payment terms

3. Schedule 3 - Service Level Agreement: Performance metrics and service standards

4. Schedule 4 - Key Personnel: Details of key staff assigned to the association

5. Appendix A - Reporting Requirements: Templates and schedules for required reports

6. Appendix B - Data Processing Agreement: GDPR compliance and data handling procedures

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

England and Wales

Publisher

Genie AI

Cost

Free to use
Relevant legal definitions
Clauses
Industries

Companies Act 2006: Primary legislation governing incorporated companies in the UK, essential if the association is incorporated. Covers company formation, management, administration, and directors' duties.

Partnership Act 1890: Fundamental legislation governing partnerships in England and Wales, relevant if the association is structured as a partnership.

Charities Act 2011: Key legislation for charitable organizations, applicable if the association has charitable status. Covers registration, operation, and regulation of charities.

Employment Rights Act 1996: Core employment legislation covering employment rights, responsibilities, and protections for both employers and employees.

Equality Act 2010: Legislation protecting against discrimination and promoting equality in the workplace and service provision.

Working Time Regulations 1998: Regulations governing working hours, rest breaks, and annual leave entitlements.

Health and Safety at Work Act 1974: Primary legislation ensuring workplace safety and health standards.

UK General Data Protection Regulation: Post-Brexit data protection framework governing how personal data must be handled and protected.

Data Protection Act 2018: UK's implementation of data protection standards, working alongside UK GDPR.

Privacy and Electronic Communications Regulations: Specific regulations governing electronic communications, marketing, and privacy.

Finance Acts: Annual legislation implementing the government's financial and taxation policies.

Value Added Tax Act 1994: Legislation governing VAT obligations and compliance.

Money Laundering Regulations 2017: Regulations to prevent money laundering and terrorist financing.

Consumer Rights Act 2015: Legislation protecting consumer rights and governing business-to-consumer contracts.

Unfair Contract Terms Act 1977: Controls the use of unfair terms in contracts and establishes which terms may be unenforceable.

Supply of Goods and Services Act 1982: Legislation governing contracts for the supply of goods and services.

Landlord and Tenant Act 1954: Legislation governing commercial property leases and tenant rights, if applicable to the association's operations.

Corporate Governance Code: Set of principles and guidelines for good corporate governance practices in UK companies.

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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