Policies

As required by Colorado Revised Statutes, Local Government Audit Law, 29-1-601 through 29-1-608, and Colorado Library Law, 24-90-109, the Board of Trustees of the Poudre River Public Library District shall ensure that an annual audit of the financial affairs and transactions of all funds and activities of the District be conducted for each fiscal year.

The audit shall be completed, and the audit report submitted by the auditor to the Poudre River Public Library District Board of Trustees no later than June 30^th of the year immediately following the fiscal year under audit.

Unless an extension is granted by the State Auditor, a copy of the audit shall be filed with the State Auditor within thirty days after receipt of the audit by the District, but no later than July 31^st of the year immediately following the fiscal year under audit.

Under an existing Intergovernmental Agreement adopted in December 2007, the District may use the same certified public accountant or certified public accounting firm as the City of Fort Collins while the District is contracting with the City for its accounting services. The auditor will be selected as the result of a Request for Proposal (RFP) process conducted by the City of Fort Collins, and the District Finance staff will be involved in that RFP process.

The District shall adopt an annual budget in accordance with part 1 of article 1 of title 29, C.R.S. This budget will be for the ensuing calendar year and will be adopted on a basis consistent with Generally Accepted Accounting Principles.

The Executive Director is specifically authorized to make budget transfers between operating accounts within a fund. Any transfer of budgeted funds to or from a specifically approved capital project, and any change in the total budget for each fund require approval of the Board of Trustees.

A Capital Reserve is established and will be funded annually at $250,000. The intent of this reserve is to accumulate funds for the major repair or replacement of District facilities and/or equipment, and for new or expanded facilities. This reserve will be maintained separate from the District’s General Fund in a Capital Projects Fund.

A Working Capital/Operating Reserve is established equal to 20% of budgeted revenue. This reserve will be maintained in the General Fund to provide for the cash flows needs of the District.

Amended and approved November 10, 2014

The District is contracting with the City of Fort Collins for its cash and investment management. The City’s investment policy was adopted by the District Board of Trustees in December, 2007. A copy of that policy is included as an appendix to this policy summary.

Adopted December 2007

The purpose of the Capital Asset Policy is to present a uniform method of maintaining and updating the Poudre River Public Library District’s capital asset property records. The incorporated principles are in accordance with Generally Accepted  Accounting Principles (GAAP).

It is the policy of the Poudre River Public Library District to record Capital Asset items using a capitalization threshold of $5,000 for all individual items. Capital Assets represent land, buildings, vehicles, equipment and materials owned by the District and acquired by purchase or donation. The materials, specifically books and audio-visual materials of lasting value, will be recorded in aggregate at year-end for inclusion in the Capital Asset records.

In accordance with Colorado State Statue, C.R.S. 29-1-506, an inventory of such assets will be performed each year. The inventory of capital assets will be reconciled annually to the general ledger, and any differences reconciled and adjusted.

A disposition of capital assets represents the physical removal of an asset from custody or accountability. In accordance with Colorado State Statutes (CRS 24-90-109), any asset with a value of over $1,000 can be disposed of in one of four ways: donated, scrapped, sold, or traded. If the asset is conveyed to a state agency or political subdivision of the state or a non-profit entity, the determination can be made by the Executive Director or the Finance Officer. The conveyance of an asset to any outside business or commercial entity must be approved by the Board of Trustees. Unless offered to the public at large, a capital asset cannot be sold or donated to a private party or employee.

Weeded collection materials, which are considered to be capital assets in the aggregate, shall be donated to the Poudre River Friends of the Library. The Friends are authorized to make the final determination as to the disposition of these materials. Computer equipment, when obsolete and not subject to donation, will be recycled, according to legislation prohibiting the wholesale dumping of such equipment.

Adopted May 10, 2010

A) Financing Alternatives
There are three financing alternatives to be used for capital investment:

• Use of existing funds – If the District has uncommitted funds available, it can be used for capital expenditures.
• Borrowing – If the District does not have uncommitted capital or it chooses not to use it, it may finance capital expenditures through borrowing as allowed by State Constitution or Statute.
• Capital Leasing – The District may acquire capital assets by entering into lease purchase/capital lease agreements as allowed by State Constitution or Statute.

B) Use for Long Term vs. On-going/General Capital
The District confines borrowing to long-term capital projects or assets. It may be advantageous to the District to use long-term debt to finance long-term its capital needs. The term of the borrowings shall be tied to the anticipated life of the assets. On-going/general capital is financed through current year surpluses or accumulated reserves.

C) Fixed vs. Variable Rates
The District seeks to acquire debt at the lowest possible cost. The decision to incur fixed or variable rate debt shall be based on sound economic principles.

Adopted May 10, 2010

This Policy shall apply to the procurement of all materials, services and professional services required or used by all departments of the District irrespective of the source of the funds. When any procurement involves the expenditure of federal or state funds, the procurement shall be conducted in accordance with any mandatory applicable federal or state laws or regulations. This Policy does not create or confer any right or entitlement upon any person to bid on or receive an award of any contract.

The purposes of this Policy are to provide for the fair and equitable treatment of all persons involved in public purchasing by the District, to maximize the purchasing value of public funds, to codify and standardize the District’s purchasing procedures for the orderly and efficient administration thereof, to provide safeguards for maintaining a procurement system of quality and integrity and to foster effective, broad-based competition within the free enterprise system.

The following Procurement Process will apply to all purchases and expenditures unless an exemption applies, as outlined below. Purchases cannot be split in order to circumvent the approval process. Bulk items should include the total cost for the limit ranges shown.

 

Purchase Limits, Documentation Required, & Approval Required

$0 – $7,499

Documentation required

• Invoice or receipt
• Competitive Quotes encouraged

 

Approval required

• Business Unit Manager
• Director of Finance

 

$7,500 – $14,999

Documentation required

• Purchase Order and invoice
• Competitive Quotes encouraged

 

Approval required

• Business Unit Manager
• Director of Finance

 

$15,000 – $49,999

Documentation required

• Purchase Order and invoice
• Minimum of three Competitive Quotes

 

Approval required

• Business Unit Manager
• Director of Finance

 

$50,000+

Documentation required

• Purchase Order and invoice
• Competitive Sealed Bid or Request for
  Proposal

 

Approval required

• Business Unit Manager
  Director of Finance
  Executive Director

 

Exemptions to the Procurement Process

(a) Library collection materials and related services

(b) Public utility services

(c) Legal and litigation services

(d) Activities subject to contracts between the District and other governmental bodies

(e) Emergency purchases

a. In the case of an apparent emergency requiring the immediate purchase of materials, professional services, services or construction, the Executive Director shall have the power to authorize the Business Unit Manager or Director of Finance to secure necessary items in the open market regardless of the amount of the expenditure.

b. In no event shall the contract price exceed commercially reasonable prices.

c. A full written report of the circumstances of all emergency purchases over one hundred thousand dollars ($100,000) shall be made by the Executive Director to the Board of Trustees. The report shall be received by the Board of Trustees in an open meeting, and such report shall be open to public inspection.

(f) Sole Source Exemption

a. A contract for materials, professional services or services may be awarded without competition if the Director of Finance determines in writing that one (1) or more of the following conditions exists:

i. There exists only one (1) responsible source;

ii. Although there exists more than one (1) responsible source, a competitive process cannot reasonably be used or, if used, will result in a substantially higher cost to the District, will otherwise injure the District’s financial interests or will substantially impede the District’s administrative functions or the delivery of services to the public;

iii. A particular material or service is required to maintain interchangeability or compatibility as part of an existing integrated system;

iv. A particular material, professional service or service is required in order to standardize or maintain standardization for the purpose of reducing financial investment or simplifying administration;

v. The material is perishable;

vi. The material or service is a musical, dramatic or other fine art performance, service or object;

vii. A particular material is required to match materials in use, so as to produce visual harmony;

viii. A particular material is required to enable use by a specific individual;

ix. A particular material is prescribed by a professional advisor;

x. The material, professional service or service is the subject of a change order.

b. The Business Unit Manager shall submit each determination made under this Subsection (f) to the Director of Finance, who shall approve or reject the procurement.

c. The Executive Director shall submit all procurements under this Subsection (f) which exceed a cost of one hundred thousand dollars ($100,000) to the Board of Trustees in an open meeting for final approval.

d. Any procurement approved under this Subsection (f) by the Executive Director or the Board of Trustees may be used as the basis for a negotiated purchase of additional quantities of the same materials or services at any time within a period of five (5) years from the date of approval; provided, however, that subsequent procurements may be expressly limited to a specific number of purchases or a period of less than five (5) years.

Competitive Quote

(a) Competitive Quotes may be obtained for any purchase between $0 and $14,999 and must be obtained for any purchase between $15,000 and $49,999.

(b) Quotes shall be reviewed by the Director of Finance for accuracy and comparability.

(c) The most qualified vendor shall be awarded the purchase, based on quantitative and qualitative factors identified by the Business Unit Manager, relevant staff and the Director of Finance as well as vendor interviews and documentation.

Competitive Sealed Bid

(a) Competitive Sealed Bids must be utilized for any purchase above $50,000, unless one of the following criteria are met, in which case a Request for Proposal may be used:

1) Materials and services for which the Director of Finance determines in writing that the use of competitive sealed bidding is either not practicable or not advantageous to the District;

2) Professional services; and

3) District improvements for which the Director of Finance determines that the use of alternative delivery methods will provide substantial benefit to the District while retaining sufficient competitive pricing and/or performance.

(b) Procurements accomplished pursuant to this Section shall be awarded to the lowest responsive and responsible bidder after competitive sealed bidding.

(c) An invitation for bids shall be issued and shall include specifications and all contractual terms and conditions applicable to the procurement.

(d) Public notice shall be given and shall include the bid title as well as the submittal place, date and time. All bids must be received at the place stated in the invitation for bid.

(e) All bids shall be opened in public at the time and place stated in the invitation for bids. The amount of each bid and such other relevant information as the Business Unit Manager and Director of Finance deem appropriate, together with the name of each bidder, shall be recorded. Thereafter, the record of bids and each bid shall be available for public inspection in the office of the Director of Finance in the same manner as are other public records. In the event of good cause as determined by the Director of Finance, bid openings may be postponed.

(f) Bids shall be unconditionally accepted without alteration or correction, except as authorized in Subsection (g) of this Section. Bids shall be evaluated based on the requirements set forth in the invitation for bids, which may include criteria and/or processes for determining acceptability, such as inspection, provision of sample materials, testing, quality, workmanship, delivery and suitability for a particular purpose. Those criteria that will affect the bid price shall be objectively measurable, such as discounts, transportation costs and total or life cycle costs. The invitation for bids shall set forth all evaluation criteria to be used. No criteria may be used in bid evaluation that are not set forth in the invitation for bids.

(g) Correction or withdrawal of inadvertently erroneous bids before or after bid opening, or cancellation of awards or contracts based on such bid mistakes, may be authorized when deemed appropriate by the Director of Finance.

1) Bids may be withdrawn by the offeror for any reason prior to bid opening. Any such notice of withdrawal must be received in the office designated in the invitation for bids prior to the time set for bid opening.

2) Mistakes discovered prior to bid opening may be corrected in writing by the bidder. Any such corrections must be received in the office designated in the invitation for bids prior to the time set for bid opening.

3) After bid opening, the following provisions shall apply:

i. A low bidder alleging a material mistake of fact may be permitted by the Director of Finance to correct its bid if the mistake is clearly evident on the face of the bid document and the intended correct bid is similarly evident.

ii. A low bidder alleging a material mistake of fact may be permitted by the Director of Finance to withdraw its bid: (i) if the mistake is clearly evident on the face of the bid but the intended correct bid is not similarly evident or (ii) if the mistake is not clearly evident on the face of the bid but the bidder submits evidence to the Director of Finance which clearly and convincingly demonstrates that a mistake was made, in which case the bidder must show the nature of the mistake and the bid price actually intended.

4) No changes in bid prices or other provisions of bids prejudicial to the interests of the District or fair competition shall be permitted.

5) All decisions to permit the correction or withdrawal of bids or to cancel awards or contracts based on bid mistakes will be supported by a written determination made by the Director of Finance.

(h) The contract shall be awarded with reasonable promptness by written notice to the lowest responsive and responsible bidder whose bid meets the requirements and criteria set forth in the invitation for bids. If the lowest responsive and responsible bid exceeds budgeted funds and either time constraints or economic considerations preclude resolicitation of work of a reduced scope, the Director of Finance is authorized to negotiate an adjustment of the bid price with the lowest responsive and responsible bidder, to modify the scope of work or to negotiate other terms and conditions so as to bring the bid within the amount of available funds.

Request for Proposal
(a) Requests for Proposal (RFPs) may be utilized in lieu of Competitive Sealed Bids for any purchase above $50,000 based on the qualifying criteria in Competitive Sealed Bid Subsection (a).

(b) Requests for Proposal shall be developed by the Business Unit Manager with assistance from the Director of Finance.

(c) Requests for Proposal shall state evaluation factors and their relative importance.

(d) Public notice shall be given and shall include the proposal title as well as the submittal place, date and time. All proposals must be received at the place stated in the Request for Proposal.

(e) Proposals shall be opened so as to avoid disclosure of contents to competing offerors during the process of negotiation. A list of proposals shall be maintained containing the name of each offeror and shall be open for public inspection or disclosure after the time set for submittal of the proposals.

(f) After proposal opening, interviews may be conducted with the highest ranked responsible offeror or offerors for the purpose of clarification and to assure full understanding of, and responsiveness to, solicitation requirements. Offerors selected for interview shall be accorded fair and equal treatment with respect to any opportunity for discussion and revision of proposals. Revisions may be permitted after submissions and prior to award in order to reflect clarifications in the proposal’s scope of work or amount. In conducting interviews, there shall be no disclosure by the District or any officer, employee or committee thereof, of any information derived from proposals submitted by competing offerors, nor any disclosure of information discussed by the evaluation committee in selecting the highest ranked offerors.

(g) The contract shall be awarded with reasonable promptness by written notice to the responsible offeror whose proposal is determined in writing to be the most advantageous to the District, taking into consideration the evaluation factors set forth in the Request for Proposal. No other factors or criteria shall be used in the evaluation.

(h) After the contract has been awarded and executed in writing with the selected offeror, the total points of the evaluation committee will be retained by the Director of Finance for a period of time consistent with the District’s record retention policy. Individual rating sheets, total points, rankings of offerors and notes prepared or utilized by members of the evaluation committee shall not be made available for public inspection or disclosure.

(i) The name of the awarded firm may be disclosed to the public after the date of the written notice of award.

(j) The Business Unit Manager and Director of Finance are authorized to negotiate contract terms, including but not limited to the final price and precise scope of work with the selected offeror.

Responsibility of Bidders and Offerors

(a) In determining whether a bidder or offeror is responsible, the following criteria shall be considered:

1) The ability, capacity and skill of the bidder or offeror to perform the contract or provide the services required;

2) Whether the bidder or offeror can perform the contract or provide the service promptly and within the time specified without delay or interference;

3) The character, integrity, reputation, judgment, experience and efficiency of the bidder or offeror;

4) The quality of the bidder’s or offeror’s performance of previous contracts or services;

5) The previous and existing compliance by the bidder or offeror with laws and ordinances relating to the contract or service;

6) The sufficiency of the financial resources and ability of the bidder or offeror to perform the contract or provide the service;

7) The quality, availability and adaptability of the materials and services to the particular use required;

8) The ability of the bidder or offeror to provide future maintenance and service for the use of the subject of the contract;

9) Any other circumstances which will affect the bidder’s or offeror’s performance of the contract.

(b) The Business Unit Manager and Director of Finance shall have the authority to reject all bids or proposals or any portions thereof when the interests of the District and the public will be served thereby. All such decisions will be supported by a written determination made by the Director of Finance.

(c) No bidder or offeror shall be in default on the performance of any other contract with the District or in the payment of any monies due to the District.

Revised and adopted January 2021

The Purchasing Card Policies and Procedures Manual establishes minimum standards for use of the Poudre River Public Library District Purchasing Card. In order to participate in the use of a purchasing card the employee is required to sign the Purchasing Cardholder Agreement.

Authority to participate in the Purchasing Card Program may be revoked at the discretion of the Executive Director.

Adopted May 10, 2010

The Board of Trustees approves all bank accounts to be opened and/or closed by resolution. The Finance Officer is the only District employee authorized to open or close a bank account.

Adopted May 10, 2010

It is the policy of the Poudre River Public Library District to encourage high standards of ethical conduct and behavior in all areas of operations. The District is committed to compliance with the laws, regulations and guidelines which strengthen and promote ethical practices and ethical treatment of employees and members of the community which we serve. When any breach of ethical or legal conduct is observed by a member of the staff or the community, involving activities undertaken by those representing the District, it shall reported to management. When an employee is not comfortable reporting incidents to a direct supervisor, then he or she may report to the Executive Director. The District encourages the reporting of factual information based on unethical, dishonest or fraudulent conduct, and prohibits any retaliatory or other punitive actions against the person(s) who report the alleged conduct. Every effort is made to maintain the confidentiality of any person(s) reporting unethical conduct, as well as the confidentiality of the person(s) accused of such conduct. There may, however, be occasions when strict confidentiality cannot be guaranteed. The District investigates any allegations of fraudulent or dishonest use or misuse of District resources or property.

The District discourages reporting of allegations that are without merit or are based purely on conjecture.

Adopted May 10, 2010

Poudre River Public Library District maintains records in accordance with requirements of State and Federal law. In June 2016, the District adopted the Colorado State Archives’ Special District Records Management Manual. The District’s Human Relations (HR) department maintains personnel records in accordance with both State and Federal laws.

The District maintains records according to the established records retention schedule to comply with State legal requirements, and to facilitate Colorado Open Record Act (CORA) requests. Details regarding CORA requests including the request process are provided in the District’s Open Records Request policy and associated procedures.

The current Special District Records Management Manual is accessible online.

The Poudre River Public Library District (the Libraries) welcomes monetary and in-kind gifts from local business, corporations,  foundations, families, and individuals to support the Libraries and their  programs and facilities. The Board of Trustees of the Poudre River  Public Library District believes that libraries play an essential role in the  quality of life of our citizens and in this important function, the Libraries are supported through public funding and are supplemented by gifts, with the caveat that gifts must not undermine the integrity of the Libraries’ mission and purpose.

This policy governing the acceptance of gifts serves the following purposes:

• Assures all donors are treated equitably
• Avoids misunderstandings or uncertainty
• Offers donors a range of options to encourage the largest possible gift
• Emphasizes the importance of coordination between Library fundraising entities to avoid duplication or confusion
• Assures all legal documents associated with planned gifts are reviewed appropriately
• Provides donors and the public with a transparent process for supporting the Libraries

Principles and Guidelines

Poudre River Public Library District has established the following principles and guidelines for the acceptance of gifts, grants and/or support to enhance or develop the Libraries’ programs and services:

In addition to Board approval the aforementioned types of gifts will require individual agreements between the Libraries and the donor(s) of the gift.

A. All gifts, grants and/or support must further the Libraries’ mission, goals, service objectives and priorities. They must not drive the Libraries’ agenda or priorities.

B. The Libraries will not accept gifts, grants and/or support from entities or individuals that discriminate on the basis of gender, age, race, sex, color, religion, creed, ancestry, national origin, disability, sexual orientation, marital status, military status, genetic information, or any other status protected by applicable state or local law.

C. All gifts, grants and/or support must safeguard equity of access to library services. Gift agreements must not give unfair advantage to, or cause discrimination against, sectors of the community.

D. All gifts, grants and/or support must protect the principle of intellectual freedom. Donors may not direct the selection of collections or require endorsement of products or services.

E. All gifts, grants and/or support must ensure the confidentiality of user records. The Libraries will not sell or provide access to library records in exchange for gifts or support.

F. All gifts, grants and/or support must leave open the opportunity for other actual or potential donors to have similar opportunities to provide support to the library.

G. Gifts of used books are to be made through the Poudre River Friends of the Library, a 501(c)3 organization (see also Collections Development). The Friends may also accept donations and grants to assist in carrying out their work to raise funds for the Libraries.

H. When the Libraries are awarded a grant or monetary donation that is limited to 501(c)3 recipients, the Libraries will utilize the Friends as the pass-through agency for those grant funds. The Friends will distribute all monies in full to the Libraries immediately upon receipt.

I. Donations to the Library Endowment fund are to be made through the Poudre River Library Trust (a 501(c)3 organization). This is separate from other endowed funds that may be accepted by the Libraries directly and/or established for their direct benefit. The Trust may also receive property of significant value such as real estate or securities, planned gifts and bequests, or endowments, to assist in carrying out their work to raise funds for the Libraries.

J. The Libraries will not seek or accept gifts for programs, events, services or activities involving or targeted to children from companies whose products cannot legally be sold or distributed to children, or from companies whose products are inappropriate for use by children.

K. The Libraries will not allow direct marketing of products, except where relevant educational material is promoted in conjunction with programs and /or used as incentive prizes for programs.

Authority

The Executive Director and/or their designee(s) have the authority to accept gifts to the Libraries according to the provisions contained in this Gift Policy. The Executive Director reserves the right to refuse gifts that are not in the best interest of the Libraries. This policy is subject to all applicable Colorado and federal statutes and as such may be amended from time-to-time.

Types of Gifts Accepted

• Cash
• Checks
• Securities/Investment Instruments (stocks, mutual funds, bonds, life insurance policies, annuities)
• Planned Giving (charitable remainder trusts, charitable lead trusts, bequests)
• In-Kind services and/or goods
• Real Estate and other tangible property
• Endowed Funds (via partnerships with fiscal management entities)

Board Approval Required

Board consideration and majority vote approval will be required for the following types of gifts:

• Gifts of tangible property that would encumber the Libraries either financially or administratively
• Securities that are not readily marketable
• Real Estate
• Gift Annuities
• Charitable Remainder or Lead Trusts
• Endowed Funds

Sponsorships

A sponsorship is a mutually beneficial business exchange between the Libraries and an external organization (hereinafter the sponsor) whereby the sponsor contributes funds, products or in-kind services to the Libraries in return for recognition, acknowledgement or other promotional considerations. Sponsorships involve an association between the sponsor and the Libraries and/or the specific programs, event, service or activity being sponsored. Sponsorships do not imply the Libraries’ endorsement of the sponsor’s product or service. All sponsorships must comply with the Libraries’ Naming Opportunities Policy, and sponsorship agreements shall be confirmed by a written Sponsorship Agreement signed by both parties. A Sponsorship Agreement will outline the benefits, roles and responsibilities, fees, duration and other agreed terms of the sponsorship arrangement.

Recognition and Acknowledgement

The Libraries will ensure that each donor receives acknowledgement as well as tax receipts where required, and to the degree that the donor is willing, public recognition via either printed or electronic Libraries’ materials. Recognition of a donation is not the same as naming opportunities for donations (See Naming Opportunities Policy).

Revised and adopted on April 10, 2023

Poudre River Public Library District welcomes and seeks to create partnerships with a range of entities in order to build connections that strengthen our services and the community, enhancing our mission in a sustainable way. The Libraries will seek out and respond to partnership opportunities to reach new audiences, cross promote Library services, and/or avoid duplication of efforts and resources. While partner entities may not have identical goals to the Libraries, their goals should be complementary, and each partner should contribute in some fashion to the shared endeavor.

Definition

A partnership is defined as a collaboration that results in exchange of services, use of facilities, a newly-created service or event, or other endeavors between Poudre Libraries and another entity.

Principles and Guidelines

A. All partnerships must be consistent with the Library’s philosophy and mission, values and vision, and should not drive the Library’s priorities. Specifically:

1. Relationships between the Library and its partners must comply with Library policies, and applicable laws and regulations.
2. Partnerships must align with the Library’s commitment to intellectual freedom and free and open access.
3. Partnerships must be consistent with the Library’s policy of equal access to service, and must not contribute to discrimination on the basis of gender, age, race, sex, color, religion, creed, ancestry, national origin, disability, sexual orientation, marital status, military status, genetic information, or any other status protected by applicable state or local law.

B. The Executive Director has the authority to designate staff to propose and administer partnerships on their behalf.

C. All partnerships must include a partnership agreement that will include at a minimum, the following:

1. Roles and responsibilities of all parties including budget commitments
2. Expected outcomes of partnership
3. Length of term of the partnership (may be renewable at designated intervals)
4. Key contact information for all parties
5. Plan for regular partnership communications and updates
6. Termination clause

D. All partnership agreements must be approved by the Executive Director or a staff member they designate.

E. Partnerships that will require a substantial financial commitment on the part of the Library District will first go through standard budget approval processes before partnership agreements are signed.

F. All partnerships must include a plan and criteria for measuring, tracking, and assessing the success and impact of the partnership and its outcomes.

G. The Library District reserves the right to terminate or withdraw from any partnership for reasons such as, but not limited to,

1. Partner entity develops a public image or mission that is inappropriate to the Library’s services or mission
2. Either partner fails to deliver agreed upon resources, materials, or services as outlined in a partnership agreement
3. Partnership is not creating the desired outcomes

Approved May 8, 2023