The Volunteer Advisory Board Agreement is essential for organizations in England and Wales seeking to formally engage unpaid advisors while maintaining legal compliance. This document establishes clear boundaries between voluntary advisory roles and employment relationships, protecting both parties' interests. It addresses key aspects such as confidentiality, intellectual property, and liability while ensuring compliance with relevant legislation. The agreement is particularly valuable for organizations seeking to benefit from external expertise without creating employment obligations.
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1. Parties: Identifies the organization and the volunteer advisor
2. Background: Explains the context and purpose of the advisory board
3. Definitions: Defines key terms used throughout the agreement
4. Appointment and Term: Details of the appointment and duration
5. Role and Responsibilities: Outlines the advisor's duties and commitments
6. Voluntary Nature: Explicitly states the non-employment relationship
7. Confidentiality: Confidentiality obligations and restrictions
8. Intellectual Property: Ownership and rights to materials created
9. Termination: How the agreement can be ended by either party
1. Expenses: Details of any expense reimbursement policy (include when the organization offers to cover certain expenses)
2. Insurance: Details of insurance coverage provided (include when specific insurance is provided for advisors)
3. Conflicts of Interest: Procedures for handling conflicts (include when advisor may have other roles that could conflict)
4. Board Meetings: Details about meeting frequency and procedures (include when regular meetings are planned)
1. Schedule 1: Services: Detailed description of advisory services to be provided
2. Schedule 2: Policies and Procedures: Relevant organizational policies applicable to advisors
3. Schedule 3: Expense Policy: Details of expense claim procedures and limits
4. Appendix A: Confidentiality Agreement: Detailed confidentiality terms if required separately
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