Draft In-Kind Contribution of Services Introduction
Editors Note: This introduction will likely be displayed as a web page as well as part of
a package that includes all of the supporting documents listed within.
This introductory document has been crafted as a guideline for organizations and
individuals who wish to submit a proposal for donation of in-kind services to the
Kantara Initiative. Typically donations of in-kind services are made in lieu of part of
Membership or Subscriber fees of the Kantara Initiative and its programs. Please
review the Glossary at the end of this document to have a clear understanding of the
terms used in this introduction and in the supporting documents below.
Documents for review and consideration by potential Donor parties:
1. In-kind Services Policy (draft)
2. In-Kind Services Initial Interest Form (draft)
3. Exhibit A – Scope Plan (draft)
4. In-Kind Services Contribution Agreement (draft)
In-kind Services Policy
The In-kind Services Policy is a starting point that provides guidance to the process
around in-kind services proposals both for the benefit of the Donor and for the
benefit of the Kantara Initiative Governing bodies and representatives (inclusive of
the Board of Trustees, Leadership Council and leadership of any related Work
Groups (WGs) or Discussion Groups (DGs). The In-Kind Services Policy is really the
starting point for Donors who would like to submit a proposal. The policy helps
Donors to understand the basic terms and constraints which would apply to an inkind services proposal.
Exhibit A – Scope Plan
The Exhibit A – Scope Plan is a pro forma document that outlines the details of the
agreement between the Donor and Donee. Once a potential Donor has read and
understands and accepts, in concept, the In-kind Services Policy the Donor should
then review the Exhibit A – Scope Plan pro forma which will guide the Donor to
describe the proposed in-kind services for contribution. The Exhibit A – Scope Plan
is very important for both the Donor and the Donee to understand the details of the
project being submitted as part of the in-kind services proposal.
In-Kind Services Contribution Agreement
The In-Kind Services Contribution Agreement is the final step in the preparation
process. This agreement solidifies the terms of the Exhibit A – Scope Plan and
defines the agreement between the Donor and Donee from legal and organizational
perspectives.
We look forward to reviewing in-kind contribution proposals.
Draft In-Kind Contribution of Services Introduction
Annex - Glossary:
Definitions of terms that are used throughout the In-kind Services Policy, Exhibit A –
Scope Plan, and the In-kind Services Contribution Agreement are listed below.
Donee – shall mean Kantara Initiative as recipient of proposed contribution of inkind goods/services.
Donor – shall mean the organization or individual proposing to contribute in-kind
goods/services to the Kantara Initiative.
In-kind – shall mean an offering of services/goods in lieu of giving money to
resource the organization and/or its needed goods and services.
Meaningful Use – shall mean that the in-kind service proposal will constitute a
contribution, in alignment with the Kantara Initiative mission, to the advancement
of Identity Management Standards: markets, communities, governments and may
include enhanced enablement of harmonization of efforts and interoperability of
Identity Management systems and Federations.
Member – shall mean an entity that has completed the application forms, satisfied the
objective membership criteria for the Organization, executed a copy of the Member
Agreement, and paid the appropriate Membership Fee as established by the Board of
Trustees.
Participant - means any individual, corporation, partnership, joint venture, trust, limited
liability company, business association, governmental entity or other entity that has
signed a Participation Agreement for one or more Work Groups or Discussion Groups
whether or not that entity is a Member of the Organization.
Scope Plan – shall mean an exhibit submitted with an “in-kind services agreement”
which defines the scope, procedures, and milestones that are agreed upon by both the
Donor and the Donee.
Steering Committee – a committee that may be formed to oversee the life-cycle of an inkind services contribution. Typically the Steering Committee should include at minimum
one representative of each of the following groups: Board of Trustees, Leadership
Council, Related WG/DG leadership, a representative of the Donor organization.