Sample Shared Services Agreement

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Collaboration, Confidentiality, Contracts, CSBG, Mergers, Procurement, Shared Services

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Board of Directors, Executive Director, Finance Director, Human Resources Director, IT Director

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2017

This sample shared services agreement is intended to help Community Action Agencies (CAAs) seeking to enter into an arrangement to share administrative personnel and/or facilities and equipment with another organization. CAAs may also seek to share program services, although in some cases of program-sharing, a subaward agreement may be the better tool for reflecting the nature of the relationship between the parties. This sample agreement covers the major legal and financial issues that CAAs should consider and negotiate.

For more information about shared services and mergers, visit our resource Working Better Together.

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