I had this when I was consulting for clients! RM Toolkit would have saved me a lot time."
company name Authorization for Records Destruction Form Dept. Name. Department Location. Building Authorized Content Owner Or Department Manager. Name Title Phone Email Department Records Liaison. Name Title Phone Email Describe the content of the records to be destroyed such as. Invoices Contracts Sales Orders Bid Documents Annual Review etc. List Record Types Retention i. e. year Media Type Physical or Electronic Volume pages or file size Disposition Method Shred Delete etc Disposition Date 1. Record Type 2. Record Type 3. Record Type 4. Record Type 5. Record Type 6. Record Type 7. Record Type 8. Record Type 9. Record Type 10. Record Type
I certify that no legal hold has been placed on the records listed above and that they are past the retention period specified by the company name Retention Schedule and that all regulatory audits have been reviewed. PRINTED NAME AUTHORIZED SIGNATURE DATE WITNESS NAME SIGNATURE DATE
company name Application for Records Retention Form Dept. Name. Department Location. Building Department Manager. Name Title Phone Email Department Records Liaison. Name Title Phone Email Describe the content of the records to be stored such as. Invoices Contracts Sales Orders Bid Documents Annual Review etc. List Record Types Retention i. e. year Legal Regulations
SOX HIPPA PCI etc. Media Type Physical or Electronic Search Metadata Access Requirements Estimated Volume pages or file size 1. Record Type 2. Record Type 3. Record Type 4. Record Type 5. Record Type 6. Record Type 7. Record Type 8. Record Type 9. Record Type 10. Record Type PRINTED NAME AUTHORIZED SIGNATURE DATE
company name Formal Hold Investigation Form current date Records Custodians Name. Insert name of record keeper Legal Hold Team Representative. Insert name of representative Case ID Number. contract reference number Request for Legal Hold Information. Provide the details of the case and instructions to list and identify content. Use this form to document the articles that need to be preserved as part of the litigation hold.
Data Owners Name Content Description Data Collection Site file share mailbox backup workstation smart phone etc. Data Custodians Network and or Physical Location mapped drive file cabinet Preserve Article. n Preservation method Filled in by Litigation Response Team
company name Release of Legal Hold Notice Form current date Records Custodians Name or Department. Insert name of record keeper Case ID Number. contract reference number Release of Legal Hold This is to provide notification to the records owners departments of the release of data and company name will resume normal retention and destruction processes. If records were scheduled for destruction during the litigation hold period the records department will proceed with the destruction process outlined in the Records Program Policies and Procedures. List of records that were under legal hold for specified owner or department Data Owners Name Content Description Data Collection Site file share mailbox backup workstation smart phone etc. Data Custodians Network and or Physical Location mapped drive file cabinet
Requires signature of the department or records owner for acknowledgement of the notification. PRINTED NAME AUTHORIZED SIGNATURE DATE
company name Retention Schedule Change Request Form current date Division Department. Insert division or department name Name of Requestor. Insert name of person requesting change Type of Record Name. Insert type of record to be changed Change Request. Complete information regarding the request for change
Reason for Change to Retention Schedule. in the space below provide an explanation for the change i. e. legal business or audit requirement. Approved By signator authorized signature or signer. Division Department Manager PRINTED NAME Division Department Manager AUTHORIZED SIGNATURE DATE Records Administrator PRINTED NAME Records Administrator
AUTHORIZED SIGNATURE DATE Legal PRINTED NAME Legal AUTHORIZED SIGNATURE DATE Change Effective in Schedules or Policy. DATE
company name Formal Litigation Hold Notice Form current date Records Custodians Name. Insert name of record keeper Name of Requestor. Insert name of person requesting record hold Case ID Number. contract reference number
Detailed Legal Hold Information. Provide the details of the case and instructions to implement the Hold Notice Procedure * List the nature and specifics of the complaint or threat * Identify the party making the claim Notice of intent to investigate. * Local workstation Laptop and or department computer
* Personal share or personal folders on servers * Home computer or smart phones * Email journals backups and archives * Removable storage media * Physical department files on and off site Use the Formal Hold Investigation Form to list all relevant documents. You will be notified after the content has been reviewed and the records to be placed on hold have been verified. Requires signature of the department or records owner for acknowledgement of the notification. PRINTED NAME AUTHORIZED SIGNATURE DATE
JOINT BUSINESS FORMATION AGREEMENT THIS AGREEMENT is made this current day day of current month current year by and between company name Developers Agent Agent and company name Customer General Provisions A. Business Purpose. Insert the General Summary of this Joint Business Venture. B. Business Scope. Insert the General Scope of Activities covered by the Joint Venture Agreement. C. Developers desire to enter into this Joint Venture Agreement with Customer pursuant to the terms and conditions set forth in Exhibit attached hereto the Specifications Definitions Joint Venturers shall mean all parties the parties listed above who are participating in the Joint Venture Agreement and their respective assignees and agents. Business Interest shall mean the ownership in the business entity created to facilitate the ownership in the Joint Venture under this Agreement.
Sales Activity shall mean all gross sales that occur because of or arising out of Affiliates made on behalf of this Joint Venture Agreement. Affiliate shall mean any person or entity that conducts sales activity on behalf of one of the parties and is paid directly by one of the parties. Joint Profits shall mean income derived out of this Joint Venture Agreement pursuant to the terms of Exhibit that pertains to Federal or State income tax purposes as determined by the fiscal year the income was derived in. Joint Loss shall mean any loss incurred by the Joint Business Venture pursuant to the terms of Exhibit that pertains to Federal or State income tax purposes as determined by the fiscal year the income was derived in. Capital Contribution shall mean contribution by one or more of the parties in cash property or any additional capital contribution made on behalf of this Joint Venture Agreement. Bad Faith shall mean malicious motive or an action taken on the part of one or more of the parties to this Agreement. Final Net Profits shall mean the remaining cash distribution owed to the parties subject to their respective distribution allotment. Agreements
In consideration of the mutual covenants set forth in this Agreement Customer and Developers hereby agree as follows. 1. Purpose of Joint Venture Formation. The purpose of this Joint Business Formation Agreement is to form business entity to acquire and hold the business interests of both parties in common and to provide the capital and finances required for its acquisition. Pursuant to the terms and conditions set forth in this Joint Business Formation Agreement each party listed shall own portion of the new business entity as outlined in Sec. Contributions. The Joint Venturers shall appoint an agent who shall also be party to this Agreement and will hold each portion of the business interest for the benefit of each of the Joint Venturers of which the Agent is part. 2. Contributions. The Agent certifies that it has received the following contributions from each of the Joint Venturers.
Name of Party Contribution Amount company name company name Agent 3. Acquisition of Business Interest. The Agent is authorized to form the following business entity Insert business entity name and type here e. g. S Corporation Corporation LLC etc. and to hold in their name but on behalf of the Joint Venturers the business interest. Agent shall be authorized by the Joint Venturers to pay sum of Insert amount for the formation of the business entity. 4. Profits from Business Entity. The Agent shall hold and distribute any and all net profits as defined in Sec. from the Joint Venture for the term of this Agreement and as long as the Joint Venturers are the owners in common of the business interest and for the benefit of the Joint Venturers as follows. Name of Party Distribution company name company name Agent 5. Net Profit Calculations and Determination. All net profit calculations and determination of disbursements shall be subject to the following. Insert how profits shall be calculated and which expenses are legitimate in determining such.
Agent shall pay net profits unless specified otherwise as cash distributions subject to the distribution percentage allocated in Sec. 4. 6. Liability of Parties. Developer shall have no ability to specifically act for or to bind Customer individually to legal obligation debt or third party agreement. Customer shall have no ability to specifically act for or to bind Developers individually to legal obligation debt or third party agreement. Agent shall be liable for any and all actions taken by Agent that are considered to be taken in bad faith or through willful misfeasance. No person business or entity other than the Joint Venturers shall have rights whatsoever under this Joint Business Venture Agreement. 7. Agent Compensation. Unless otherwise agreed upon in writing Agent shall receive no monetary compensation for any and all services rendered by the Agent under this Agreement. 8. Term of Agreement.
The Term of the Agreement shall commence on the date of this Agreement and shall terminate upon the following events. the distribution of any final net profits accrued under the business interest; or a mutually agreed termination of this Agreement by all parties to this Agreement. 9. Confidentiality. All parties acknowledge and agree that any Specifications and all other documents and information related to the Joint Venture and business interest the Confidential Information will constitute valuable trade secrets. All parties shall keep the Confidential Information in strict confidence and shall not at any time during or after the term of this Agreement without prior written consent of all parties disclose or otherwise make available to anyone either directly or indirectly all or any part of the Confidential Information. 10. General Provisions. 10 Entire Agreement.
This Agreement contains the entire agreement between the parties relating to the subject matter hereof and supersedes any and all prior agreements or understandings written or oral between the parties relating to the subject matter hereof. No modification of this Agreement shall be valid unless made in writing and signed by both parties hereto. 10 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of state or province. Exclusive jurisdiction and venue shall be in the county County state or province Superior Court. 10 Binding Effect. This Agreement shall be binding upon and inure to the benefit of Joint Venturers and their respective successors and assigns. No party may assign any of their obligations under this Agreement without prior written consent by the Joint Venturers. 10 Waiver. The waiver by either party of any breach or failure to enforce any of the terms and conditions of this Agreement at any time shall not in any way affect limit or waive such partys right thereafter to enforce and compel strict compliance with every term and condition of this Agreement. 10 Good Faith. Each party represents and warrants to the other that such party has acted in good faith and agrees to continue to so act in the negotiation execution delivery performance and any termination of this Agreement.
10 No Right to Assign. Customer has no right to assign sell modify or otherwise alter the insert description of what is being developed except upon the express written advance approval of Developers whose consent can be withheld for any reason. 10 Indemnification. All parties agree to indemnify and hold harmless all parties to this Agreement from any and all claims for damages direct or indirect and agrees that its sole and exclusive remedy for damages either in contract or tort is the return of the profits paid as set forth in Sec. 4. No action regardless of form arising out of any claimed breach of this Agreement or transactions under this Agreement may be brought by either party more than one year after the cause of action has occurred. 10 Attorneys Fees. In the event any party to this Agreement employs an attorney to enforce any of the terms of the Agreement the prevailing party shall be entitled to recover its actual attorneys fees and costs including expert witness fees.
All parties represent and warrant that on the date first written above they are authorized to enter into this Agreement in its entirety and duly bind their respective principals by their signatures below. EXECUTED as of the date first written above. company name By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed company name By signator authorized signature or signer. Job title of signator authorized signature or signer.
Date when the contact was signed Agent By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed Customer Initials Developers Initials Agent Initials
LETTER OF INTENT This letter of intent confirms the mutual intention of the undersigned which may hereinafter be referred to as the parties to enter into potential transaction described herein this current day day of current month current year between. company name Party AND company name Party address address city state or province city state or province zip or postal code zip or postal code
This document in and of itself does not represent an enforceable legal contract. Terms of Agreement The terms of the proposed transaction are as follows. 1. Summary of Intent. Insert summary of terms for letter of intent. 2. Consideration.
Insert consideration compensation or financial terms. 3. Due Diligence and Review. Upon execution of this letter of intent parties will allow Insert whether the terms include an examination of financial accounting legal historical or intellectual property information including any business records communication disclosures contracts or any other legal documents. Any information obtained during this period shall be bound by the terms of Confidentiality Agreement executed by the parties dated date the Confidentiality Agreement The parties pledge full cooperation in order to complete the due diligence and review period without unreasonable delay. 4. Purchase Agreement. All terms and conditions contained within the proposed transaction will be fully contained within the Purchase Agreement. Neither party shall be bound by any written or oral statements whether made by the respective parties or their designated agents employees or assigns that concern the Purchase Agreement that may arise out of discussion or negotiation. 5. Closing Date. Parties agree to closing date of Insert Closing Date which both parties shall agree to be the date in which both Due Diligence and Review must be complete and all Terms and Conditions contained within the Purchase Agreement. 6. Conduct in Ordinary Course.
All terms are subject to the parties continuing to conduct their business in the ordinary course and having no material adverse change in business condition finances litigation prospects governmental action or any material change not disclosed at the time of the closing date. 7. Continuity Employment. Insert Business Continuity and Employment terms here. 8. Expediency. Parties agree that TIME IS OF THE ESSENCE and both shall use all reasonable efforts to complete the Due Diligence and Review period and to sign the Purchase Agreement on or before Insert Signature Date and subsequently to close the transaction as promptly as practicable thereafter. 9. Expenses.
Parties shall be responsible for their own expenses incident to this letter of intent the Review and Due Diligence period the Purchase Agreement and all related transaction costs except where explicitly noted in the Purchase Agreement. 10. Public Announcements. Neither party shall make any public announcement of the proposed transaction contemplated within this letter or of the execution of the Purchase Agreement without the express written approval of the other party. The above shall not restrict in any way either partys ability to communicate information concerning this letter of intent the Due Diligence and Review period the transactions contemplated and work product or information used by either party its agents or designees including information relevant to third parties whose consent shall be required in connection with the transaction contemplated by this letter of intent. 11. Exclusive Negotiating Rights. Both parties agree that for period of Insert Days Here that their officers directors employees agents or assigns shall not solicit initiate encourage whether directly or indirectly or accept any offer or proposal regarding Insert statement summary of what this letter is about e. g. Acquisition by any person or entity other than the parties listed in this letter of intent including without limitation any purchase or disposition of assets mergers sale of stock or securities equity or any other action that is not considered to be normal and ordinary and within the ordinary course of business conducted. 12. Remedy of Law. Each party acknowledges and agrees that due to the nature of the information exchanged in this letter of intent and the period of time up until the Closing Date there can be no adequate remedy of law for any breach of its obligations hereunder which breach may result in irreparable harm. Upon any such breach or any threat thereof the aggrieved party shall be entitled to appropriate equitable relief in addition to whatever remedies it might have at law. In the event that any of the provisions of this Agreement shall be held by court to be overbroad as to scope such provision or provisions shall be limited or eliminated to the minimum extent necessary so that this Agreement shall otherwise remain compatible with the law as it shall appear. 13. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of state or province. Exclusive jurisdiction and venue shall be in the county County state or province Superior Court.
14. Entire Agreement. This Agreement supersedes all prior discussions and writings and constitutes the entire agreement between the parties with respect to the subject matter hereof. The prevailing party in any action to enforce this Agreement shall be entitled to costs and attorneys fees. 15. Binding Effect. This Agreement shall be binding upon and inure to the benefit of both parties and their respective successors and assigns. Neither party may assign any of its obligations under this Agreement without prior written consent. Both parties represent and warrant that on the date first written above they are authorized to enter into this Agreement in its entirety and duly bind their respective principals by their signatures below.
EXECUTED as of the date first written above. company name By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed
company name By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed Party Initials Party Initials