At this session, the ‘template MOU’, a template contract setting out the rights and obligations of the program with its referral sources. This is intended to be a starting point for programs and should be amended to reflect the actual agreement between the parties and serve as a prompt to ensure that the parties have negotiated the specific issues addressed in the template. The primary purpose of developing this document, aside from establishing the roles of the parties, is to establish a level of protection over program communications with participants, and information collected, used, and generated by the program against attempts to compel disclosure of information by the program.

This session will take a detailed look at the template MOU and will aim to equip programs with the necessary tools and strategies to ensure that they can confidently negotiate effective MOUs that fulfill the necessary requirements to protect both programs and their participants against improper use of information and communications by referral sources.