The agreement articulates the financial commitment YES NO NOT APPLICABLE of each partner. Comments: The agreement, if needed, has gone through YES NO NOT APPLICABLE agreement, appropriate committees and boards. Comments: continued Policies and procedures specific to the shared YES NO NOT APPLICABLE sharing arrangement have been developed and approved by Comments: the members. Legal Issues related to personnel and vendor contracts YES NO collective bargaining agreements, Comments: (e.g., procurement processes, travel policies, residency requirements, information sharing, etc.) have been worked out. Liability and insurance issues have been addressed. YES NO Comments: issues Legal Corporation Counsels, as needed, have been YES NO consulted. Comments: The agreement YES NO addresses buildings, space, transportation, other properties and other logistical Comments: issues. Adequate facilities to house all personnel, YES NO issues equipment and programs within reasonable Comments: geographical proximity to the customers for the shared services have been secured. Recruitment of staff with the desired expertise in YES NO Logistical the location(s) needed is progressing as planned. Comments: External audiences with whom the partners should YES NO communicate have been identified. Comments: The messages, messengers and communication YES NO pPlan methods have been articulated. Comments: Strategic communications
Legal sharing agreement, continued The agreement articulates the financial commitment of each partner. YES NO NOT APPLICABLE Comments: The agreement, if needed, has gone through appropriate committees and boards. YES NO NOT APPLICABLE Comments: Policies and procedures specific to the shared arrangement have been developed and approved by the members. YES NO NOT APPLICABLE Comments: Legal issues Issues related to personnel and vendor contracts (e.g., collective bargaining agreements, procurement processes, travel policies, residency requirements, information sharing, etc.) have been worked out. YES NO Comments: Liability and insurance issues have been addressed. YES NO Comments: Corporation Counsels, as needed, have been consulted. YES NO Comments: Logistical issues The agreement addresses buildings, space, transportation, other properties and other logistical issues. YES NO Comments: Adequate facilities to house all personnel, equipment and programs within reasonable geographical proximity to the customers for the shared services have been secured. YES NO Comments: Recruitment of staff with the desired expertise in the location(s) needed is progressing as planned. YES NO Comments: Strategic communications pPlan External audiences with whom the partners should communicate have been identified. YES NO Comments: The messages, messengers and communication methods have been articulated. YES NO Comments:
planning-checklist-phase-two-prepare-and-plan.docx