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Shared Services between Two Minnesota CAAs

Working Better Together Case Studies

2017

This case study presents an example of a collaboration between two nonprofit Community Action Agencies to share administrative services, which has since grown to include shared program staff. The case study is based on CAPLAW’s interviews with Paul Carlson and Harlan Tardy, the current and former Executive Directors, respectively, of Arrowhead Economic Opportunity Agency, Inc. and Kootasca Community Action, Inc., and a review of the Executive Director Services Agreement between the two organizations.

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Sample Confidentiality Agreement

Sample Confidentiality Agreement

Organizations that are possibly merging or sharing services may choose to enter into an agreement to protect any confidential information shared or exposed before and throughout the transaction. Organizations should review this sample confidentiality agreement thoughtfully...

Sample Due Diligence Checklist

Sample Due Diligence Checklist

Once a Community Action Agency (CAA) has determined that it is interested in pursuing a merger, asset acquisition, shared services, or other affiliation arrangement with another organization, it is time to do the hard work of conducting a due diligence review of that...