Negotiating | Checklist | 9-Step Process | Early Education Tool | Components of a Legal Agreement

Early Education Tool

Adapted from Ohio’s Early Education Partnership Development Tool
Elements of a Successful Partnership Agreement/Contract*

 

Issue Discussed

Emerging Strategy

Incorporated into Contract

Date Reviewed/ Status

Administration/Management

Contractual Period, Times & Review Process

 

 

 

 

Number of Children to be Served

 

 

 

 

Hours/day, Days/week, Weeks/year

 

 

 

 

Signature Provision of Key Parties

 

 

 

 

Financial Agreement & Payment Procedures

 

 

 

 

Start-up Resources/Costs or 1-time improvements: supplies, equipment, renovation

 

 

 

 

Direct Resources: stipends, reimbursements, purchase of services, 1-time expenses

 

 

 

 

Indirect Resources: staffing, supplies, equipment

 

 

 

 

Invoice & Payment System

 

 

 

 

Contract Amendments, Contract Renewal & Termination

 

 

 

 

Liability/Insurance

 

 

 

 

Conflict of Interest/Prohibited Activities

 

 

 

 

Dispute Resolution & Grievance Procedures

 

 

 

 

Reporting

Record Keeping

 

 

 

 

Coding and Tracking of Child Data

 

 

 

 

Transfer of Information

 

 

 

 

Confidentiality

 

 

 

 

Documentation of direct & indirect resources, number of children served by area, number of families served

 

 

 

 

Services & Staffing

Role of each agency/program

 

 

 

 

Implementation of federal and state regulations

 

 

 

 

Head Start Program Performance Standards: Child Development & Health, Family & Community Partnerships, Program Design & Management

 

 

 

 

Illinois Early Learning Standards

 

 

 

 

DCFS Licensing Standards

 

 

 

 

Other

 

 

 

 

Documentation of Children’s Progress/Outcomes: federal & state

 

 

 

 

Key Positions: Staff Qualifications, Joint Interview, Hiring, Salaries, Benefits, Reporting Structure, Performance Evaluations, Personnel Policies, Roles/Responsibilities

 

 

 

 

Teachers, Assistants, Support Staff

 

 

 

 

Case Manager/Family Support/Social Service Staff

 

 

 

 

Partnership Manager/Coordinator

 

 

 

 

 

 

Issue Discussed

Emerging Strategy

Incorporated into Contract

Date Reviewed/ Status

Professional Development

Sharing & Coordinating of Pre-service, In-service & Other Educational Opportunities

 

 

 

 

Plan of Action to Meet Degree/Staff Qualifications Requirements

 

 

 

 

Individual Professional Development Plans

 

 

 

 

Resource Needs: financial, scheduling, personnel (e.g., substitutes, additional staff, etc.)

 

 

 

 

Quality Assurance/Communications

Program Compliance with Local, State & Federal Regulations & Policies

 

 

 

 

Process of Exchange/Notification of Alleged/Documented
     Licensing/Audit/Federal Review Issues and/or Child Abuse, including plans/strategies to address

 

 

 

 

Assistance for Parents in Transition (lost employment, etc.)

 

 

 

 

Participation in Annual Program Self-Assessment (if Early/Head Start

 

 

 

 

Participation in Triennial Federal Review (if Early/Head Start)

 

 

 

 

Development & Implementation of Continuous Improvement Plans

 

 

 

 

Frequency of Partnership Meetings & Who Organizes/Calls

 

 

 

 

Frequency of Visits to Centers/Homes

 

 

 

 

Monitoring Process

 

 

 

 

Networking of All Partners (wider group beyond program collaboration)

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*Programs may consider working with a financial and/or legal specialist to develop agreements/contracts and any corresponding policies and procedures.  As a legal document, the agreement/contract protects all partners’ best interests.  To limit the number of pages in the partnership agreement, many partnership programs include an addendum that describes how the partnership conducts business.

Document prepared by the Ohio Head Start/Child Care TA Workgroup, OH Head Start Collaboration Office, OH Family & Children First, May 2001.

Some items adapted for Illinois use – IDHS Head Start State Collaboration Office.

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