The _______________ (staff position) will maintain a personnel file for each employee, containing appropriate documents, such as the signed compensation agreement, approval of changes in compensation, an I-9 immigration form, and withholding forms for taxes, benefits, deferred compensation, and charitable contributions.
FISCAL AGENT STATUS
_ _ _ _ _ _ _ _ _ _ _ _ _ ( o r g a n i z a t i o n ) e x e c u t i v e c o m m i t t e e m u s t a u t h o r i z e a l l f i s c a l
sponsorship arrangements, which are then approved by the board. 2. All fiscal sponsorship arrangements will begin with a written agreement, stating the terms
of the relationship and the purpose for the use of funds. 3. Fiscal sponsorships will be limited to projects for which the
_ _ _ _ _ _ _ _ _ _ _ _ _
(organization’s) executive committee determines that the project is charitable and
consistent with the
_____________ (organization’s) mission of strengthening the nonprofit
sector, and that no real or perceived conflicts of interest exist with board or executive committee members.
The _____________ i n d i r e c t o r d i r e c t c o s t s t o c o v e r t h e _ _ _ _ _ _ _ _ _ _ _ _ administering the temporarily restricted fund. (organization) will negotiate with the sponsored project a rate for _ ( o r g a n i z a t i o n ’ s ) e x p e n s e s o f
5. Sponsored projects will be required to submit full and complete quarterly and year end
reports to the
_ _ _ _ _ _ _ _ _ _ _ _ _ ( o r g a n i z a t i o n ) b y t h e e n d o f t h e
(organization’s)fiscal year, (date) ,: and must include: _____________ detailed expenses using budget categories for original grant; program accomplishments and activities; lobbying expenditures; and amount of remaining funds.
6. Any changes in the purpose for which grant funds are spent must be approved in writing
_ _ _ _ _ _ _ _ _ _ _ _ _ ( o r g a n i z a t i o n ) b e f o r e i m p l e m e n t a t i o n . T h e
(organization) retains the right, if sponsored project’s breaches the fiscal sponsorship
agreement, or if a sponsored project jeopardizes the
_____________ (organization) legal
or tax status, to withhold, withdraw, or demand immediate return of grant funds.