<INSERT lead organisation logo here>
THIRD SECTOR INVESTMENT PROGRAMME 2017-2020
LEAD CONSORTIUM MODEL PARTNERSHIP AGREEMENT
<INSERT dates dd/mm/17 to dd/mm/20
EXAMPLE – This document aims to provide guidance and pointers as to
content of a partnership agreement. It is not a legal agreement or a template
to be adopted wholesale. We advise that ALL partners work carefully through
the detail and cross-reference with the funding agreement they receive as
appropriate
This agreement is made between the Lead Organisation:
Organisation address
Organisation address
Organisation address
Main contact: Name
on behalf of <Organisation name>
Signed …………………………………………. Date ……………………………
and the Partner Organisations
Partner 1
Partner 2
Partner 3
Organisation Name:
Address:
Main contact:
Signed:
Date
Organisation Name:
Address:
Main contact:
Signed:
Date:
Organisation Name:
Address:
Main contact:
Signed:
Date:
Changes to personnel
All partners will keep each other informed (via the nominated lead or admin
lead) of any changes to the staff involved with the project, or changes to
contact details.
Contents
1.
Context ................................................................................................................... 3
2.
Partnership Model and accountabilities ........................................................... 4
3.
Description of partnership project ...................................................................... 5
4.
Roles and responsibilities ...................................................................................... 6
5.
Partnership activities ............................................................................................. 7
6.
Branding & Publicity .............................................................................................. 8
7.
Financial and contractual arrangements ......................................................... 9
8.
Policies and procedures ..................................................................................... 10
9.
Approach to equalities....................................................................................... 11
10.
Administration, meetings and record keeping ........................................... 12
11.
Monitoring and Reporting .............................................................................. 12
12.
Confidentiality and data protection ............................................................ 14
13.
Conflicts of interest .......................................................................................... 14
14.
Resolving disputes ............................................................................................ 14
15.
The duration of this agreement and termination........................................ 15
16.
Changes to this agreement and services .................................................... 15
17.
Sustainability...................................................................................................... 16
Page 2 of 16
1. Context
This partnership agreement is designed to provide for effective partnership
working practices and thereby enable the partners outlined above to meet
the requirements made of them as recipients of funding from the Third Sector
Investment programme. As a document it sits alongside and supplements
Funding Agreements between the Lead Organisation and its partners.
The Third Sector Investment Programme (TSIP) Partnership outlined here
responds to and is bound by the terms and conditions of the TSIP as laid out
by Brighton and Hove City Council and Brighton and Hove Clinical
Commissioning Group.
All partners will be aware of, and act in accordance with the Terms and
Conditions of the funding agreement with BHCC.
Should there ever be conflict between the Terms and Conditions of the
contract and any other guidance in this partnership agreement, the TSIP
Terms and Conditions take precedence.
Page 3 of 16
2. Partnership Model and accountabilities
The Council and CCG require all bidders to be working in partnership and/or
in collaboration. For legal and for contracting reasons the word consortium is
used to illustrate the type of partnership/collaborative arrangements that can
be entered into between two or more Third Sector organisations when
applying under this prospectus.
2.1 Partnership model
This partnership adopts a Lead consortium model
As such:
The consortium Lead will be directly and solely responsible to Brighton and
Hove City Council and CCG for the delivery of funding agreement
requirements
<Organisation name> is the nominated Consortium Lead in this partnership
arrangement
2.2 Funding agreement compliance
The Consortium Lead will take the following measures to ensure that the
activities of the funding agreement comply with issues relating to:

Quality safeguarding, inclusivity and financial accountability:
Example - Agree quality assurance system to be used by partners (could be
different across organisations)
Example – standing agenda items on partnership meetings may include
quality, safeguarding, inclusivity and finance. There may also be more
specific agenda items / reflective space such as service feedback to share
and problem solve items arising
 Safeguarding
Example - Seek reassurances/evidence that DBS checks are carried out as
required by law/specified in any organisational policy
Example – the partners will share safeguarding policies and support partners
organisations without them to develop them over the life of the funding
agreement
 Inclusivity
Example - Ensure all partners adopt best practice equalities monitoring
procedures
 Financial Accountability
Example – Require full project budgets and 6 monthly financial reports
Page 4 of 16
2.3 The responsibilities of the Consortium Lead will be:
eg The consortium lead is responsible for ensuring all aspects of the
funding agreement are fulfilled
eg The consortium lead is responsible for the overall monitoring
requirements of this contract and co-ordinate a single joint monitoring
and evaluation return as per funding agreement requirements
eg The consortium lead will be responsible for receiving funds, onward
funding partner organisations for the purposes of this funding agreement
and financial monitoring relating to the project
eg The consortium lead will co-ordinate and facilitate any partnership
structures as outlined below
Safeguarding
Quality
Inclusivity
2.4 Partnership Steering Group (advisory/stakeholder .. whatever appropriate)
The Partnership Steering Group will [to be agreed at first meeting of
partnership post award of funding agreement]:





Bring together representatives of the partner agencies in the
consortium
Oversee delivery of the project in accordance with
outputs/outcomes/indicators specified in the funding agreement
and workplan
Provide guidance and input to the lead organisation, ensuring
requirements of the funding agreement are met
Reflect and review progress of project delivery and plan for future
sustainability
OR BETTER THINGS?
3. Description of partnership project
This partnership has been brought together to jointly deliver on the following
outcomes
Outcome 1: <Insert>
Outcome 2: <Insert>
Outcome 3: <Insert>
Outcome 4: <Insert>
Page 5 of 16
Each of the partners brings specific expertise to this project which will be
made use of in the fulfilling of the projects outcomes as follows:
Organisation name
Brief overview of activities
4. Roles and responsibilities
In this ‘lead bidder’ model
4.1
4.2
4.3
4.4
4.5
4.6
4.7
Each partner organisation will take responsibility for funds
received through this programme being put towards to the
achievement of the outcomes as stated above
Each partner organisation will be responsible for carrying out
monitoring and evaluation activities as stipulated in this
agreement
Each partner organisation will take responsibility for supplying
information required by the contract in a timely fashion either to
the lead bidder, each other, and/or funder
Each partner organisation will take responsibility to employ
and/or deploy the staff and/or volunteers necessary to fulfil the
activities outlined above including effective performance
management
Through the duration of this project, all partners will take the
responsibility to engage in their on-going business in a way that
does not have a detrimental impact on the overall aims of the
partnership
Each partner organisation commits to using funds received
through this programme for the purposes of delivering on the
partnership outcomes agreed only
Each partner agrees to notify the other partners in this agreement
of any changes to their financial position, operational
environment or prospects that would impact on its delivery
commitments
Page 6 of 16
5. Partnership activities
The outcomes of this work will be achieved through a partnership approach.
The following outlines how the partners will work together to achieve this.
<List the ‘partnership’ aspects of your delivery and each organisations
responsibility towards it. Think about the things that will make the partnership
meaningfully work – what arrangements will you have around
communicating?>
For example:
Partnership activity
Partner commitment
We will co-deliver services/activities Each partner organisation will
commit to providing necessary
staff/volunteer/other resource to
deliver the service/activities
We will refer to each others’
organisations and support users to
access each others
services/activities
Each partners will ensure
staff/volunteer awareness of
services/activities and
referral/signposting
procedures/processes
We will upskill each other’s people
by mentoring/peer
support/reflective practice
activities
Each partner organisation will
commit staff or volunteer members
to participate in 4 x peer learning
activities
Each partner will host 1 x peer
learning activity
We will pool intelligence so as to
inform the development of services
Each partner organisation will
deploy a staff representative to 6
weekly meetings to share progress
and intelligence and take back to
their organisation
Each partner organisation commits
to ‘keeping in touch’ with others in
the partnership with information
relevant to the contract
We will share space/back office
function
Each partner organisation will
make available a hot-desking
space for one other member of the
partnership
Page 7 of 16
6. Branding & Publicity
6.1
Each partner organisation commits to referring to the wider
partnership <called?> when referring to delivery that falls within
this partnership agreement.
6.2
Each partner commits to reading and complying with the
‘acknowledgement and funding’ commitments outlined within
the accompanying TSIP funding agreement including:
6.2.1 acknowledging the Funding in its annual report and accounts,
including an acknowledgement of the Council/CCG as the
source of the Funding.
6.2.2 participate in and co-operate with activities relating to the
Services that may be instigated and/or organised by the
Council/CCG.
6.2.3 comply with all reasonable requests from the Council/CCG to
facilitate visits, provide reports, statistics, photographs and
case studies that will assist the Council/CCG in its promotional
and fundraising activities relating to the Services.
Page 8 of 16
7. Financial and contractual arrangements
This agreement covers the period from <INSERT dates dd/mm/17 to
dd/mm/20
7.1
<Insert Lead Organisation Name> will be responsible for all funds
received from the TSIP and will not be liable to make payments to
partner organisations until they have received the funds from
TSIP.
7.2
Payments to partners organisations will be made XXXXX eg on
submission of invoices in April and October each year of the
contract
7.3
<Insert Lead Organisation Name> will have responsibility for all
financial reporting requirements to the funder
7.4
Each partner organisation will have responsibility to supply <Insert
Lead Organisation Name> with financial information necessary to
them fulfilling their financial reporting obligations with respect to
the funding agreement
7.5
<Insert Lead Organisation Name> will keep records of all income
and expenditure and be able to provide evidence of such
7.6
Templates for all financial reporting will be agreed between
partners.
Onward funding arrangements
<Insert Lead Organisation Name> will onward fund the partner organisations
of the partnership agreement as follows:
Organisation
Amount
When
Page 9 of 16
8. Policies and procedures




8.1
Activity will be delivered in accordance with the terms and
conditions of TSIP.
8.2
All partners are responsible for providing copies of the following
policies to the Lead Organisation as per the schedule below and
to work within the parameters of these policies when delivering
activities funded through TSIP:
Equalities Policy (insert schedule eg at start of funding agreement)
Safeguarding
Health and Safety
Insurance as appropriate: public liability, employers liability and
professional indemnity (eg yearly)
<Insert any ‘exceptions to the above’ here>
eg
Partner organisation ‘x’ does not require a professional indemnity policy
Partner organisation ‘y’ will be supported to develop a safeguarding policy
by ? date
8.3
All partners will be responsible for keeping such policies and
procedures up to date, and ensuring that all staff associated with
this project are aware of them.
8.4
All partners will be responsible for maintaining any necessary
insurance to cover their own professional and public liabilities,
premises, staff and assets and supplying this information to the
funder as specified in the funding agreement.
8.5
All partners will be responsible for maintaining a risk register that
addresses the health and safety of its staff and volunteers and
supplying this information to the funder as specified in the funding
agreement.
8.6
All partners agree to meet the expected safeguarding
procedure/practices to fulfil funding agreement requirements.
Page 10 of 16
9. Approach to equalities
9.1
All partners are committed to creating services that meet the
needs of the city’s diverse communities and to ensuring that
those that are most often excluded are able to access services in
a way that works for them.
9.2
All partners will work closely with organisations representing those
that are most often excluded to ensure that they are involved in
the project and benefit from the resulting structures and working
arrangements.
9.3
All partners will adhere to their own existing policies and
procedures with regards to equal opportunities.
9.4
The partners and the project will ensure that it promotes equality
in all its work and is active in ensuring that work undertaken meets
the needs of the full diversity of the city’s communities.
Page 11 of 16
10.
Administration, meetings and record keeping
Meetings (this might include steering group, partnership meeting, working
groups)
The partnership will hold the following meetings:
<What type of meeting is it>
<How often>
<Where>
<Who will coordinate meetings happening>
<Who will attend each meeting type>
Papers
<Who will send out meeting papers and by what date>
<By what date will minutes/records be circulated>
11.
Monitoring and Reporting
11.1
All partner organisations in this agreement agree to comply with
the data gathering arrangements agreed when developing the
bid and as finally agreed within the funding agreement.
11.2
All partner organisations will take responsibility for gathering
accurate information on progress against the agreed outcomes.
11.3
The Lead Organisation will engage ALL partner organisations in
activity relating to data gathering arrangements and would seek
agreement from the partnership when negotiating these
arrangements with the funder.
11.4
Where alterations to monitoring and evaluation activities are
instructed by the funder all partner organisations will comply
accordingly.
11.5
All partner organisations will supply information and participate in
this as per the following schedule as follows:
What
Information
supplied to Lead
Organisation by
Deadline for
monitoring
return
Format/Approach
Eg. Interim delivery At partner
updates
meetings
<insert partner
meeting
dates>
Verbal update
Eg. End of year
monitoring report
Data by <insert
date>
<insert date>
Written report
Eg. Progress
review
Availability dates
by <insert date>
<insert date>
Site visit by BHCC
staff
Page 12 of 16
The Lead Organisation will have full responsibility for coordinating monitoring
activity across the partnership and subsequently collating and submitting
monitoring reports to the funder within the timeframe of the funding
agreement.
Page 13 of 16
12.
Confidentiality and data protection
12.1
The Lead Organisation will act within the requirements of the
Data Protection Act 1998 in the gathering, storing and sharing of
information relating to this funding agreement.
12.2
As such, the Lead Organisation is permitted by partners to share
information that enables them to meet the obligations of the
funding agreement in relation to data sharing.
12.3
Partners of this agreement agree not to share information/data
held relating to TSIP activities with third parties that fall outside of
the funding agreement attached to these activities without prior
consent of ALL partners.
12.4
The Lead Organisation and all other partners to this agreement
will observe the safeguarding responsibilities of the TSIP funding
agreement.
12.5
Partner organisations will inform the Lead Organisation of any
safeguarding concern arising as relates to this funding
agreement.
13.
13.1
14.
Conflicts of interest
All partners agree to declare any conflicts of interest that will
jeopardise the partnership achieving the outcomes outlined in
this partnership agreement.
Resolving disputes
14.1
Each partner organisation has entered into this agreement in the
best possible faith to work constructively and collaboratively to
achieve the joint outcomes they have agreed.
14.2
The lead organisation <Insert Lead Organisation Name> has
ultimate accountability and responsibility to Brighton and Hove
City Council and Clinical Commissioning group in the delivery of
the TSIP service specification.
14.3
In the first instance, any queries or disagreements relating to the
delivery should be taken to the main contact of the Lead
Organisation and if necessary organisational complaints
procedures followed.
14.4
Every effort will be made by the Lead Organisation to problemsolve and find a constructive and productive outcome to
disputes and in the event of a serious dispute, all the signatories
of this agreement commit to undertake reasonable steps to
Page 14 of 16
resolve the conflict and if needs be to pursue a resolution through
an independent mediator.
14.5
The Lead Organisation reserves the right to notify the funder of
disputes where they consider the dispute to jeopardise the
delivery of the funding agreement. This will be done with
notification to the partner organisations.
14.6
Partners agree that, as per the funding agreement, should the
complaint or dispute remain unresolved within 14 days of the
matter first being referred to the funder (Authorised Officer or
other nominated individual), either party may refer the matter to
the [Chief Executive] of the Council/CCG and the [Chair OR
Chief Executive] of the Recipient.
14.7
In any conflict situation, or in the event of irresolvable conflict, this
partnership agreement and the terms and conditions of the TSIP
Fund will hold precedence.
15.
The duration of this agreement and termination
15.1
This agreement will expire at the same time as the end of TSIP
grant agreement with the Lead Organisation.
15.2
If any partner wishes to terminate the agreement they must write
to the other partners, giving clear reasons why there are no
further steps that can reasonably be taken to resolve the
difficulty.
15.3
The funder will be kept informed of any problems that could result
in the termination of the partnership by the Lead Organisation.
15.4
In the case of one the partners withdrawing from the partnership,
or being unable to fulfil its obligations under the agreement, the
lead partner will attempt to negotiate a new agreement with
BHCC in order to enable the activity to continue.
16.
Changes to this agreement and services
16.1
The partner organisations in this agreement agree to review the
agreement on an <how often?> schedule.
16.2
Changes to the agreement will be made only in compliance with
the funding agreement and subject to agreement by Lead
Organisation.
16.3
No partner will change the detail of the service specification or
their delivery without notification of the Lead Organisation AND
the subsequent agreement of ALL other partners AND subject to
final agreement with the funder.
Page 15 of 16
17.
17.1
Sustainability
During the course of the project, all partners will work jointly and
individually to plan for the continuation of the work beyond the
life of the TSIP funding.
Page 16 of 16