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Spring Quarter Highlights from the Organizations and Transactions Clinic

Congratulations to all in the Organizations and Transactions Clinic on a successful spring quarter. Students worked on a variety of matters, as highlighted below:

Advice and Documents: Corporate Structure and Operations

Michael Ruiz (’14) and Raymond Tambe (’14) provided extensive operations advice to the country’s leading charter school organization. The project included thorough study of organizational structure, research and preparation of a substantial report and contract comments, and discussions with the general counsel. Michael and Raymond also prepared a complex contract for a San Francisco nonprofit that supports legal service organizations across California and a suite of documents for a Peninsula nonprofit that connects science, technology, engineering and math professionals with middle school students for weekly mentoring sessions.

David Fechter (’14) and Florence Wang (’14) prepared a marketing agreement for a Monterey County nonprofit organic produce distributor. The project entailed a site visit, study of marketplace practices, and development of a substantial contract reflecting regulatory and market requirements but tailored for the small farmers served by the client. David and Florence also developed education materials for a consortium of several of the country’s largest private foundations, a project that involved multiple meetings and calls with lawyers from each of the foundations, and drafted contract documents for a Santa Cruz sustainable agriculture nonprofit.

Nick Tsui (’14) and Monica Lienke (’14) advised a San Benito County nonprofit about branding and trademark licensing matters, and about its relationship with an affiliated charitable organization. The engagement involved meeting with management and preparation of a report and multiple contract and business planning documents. The team also revamped the installation contract used by a rapidly-growing statewide nonprofit that installs solar power systems at homes in low-income communities, and prepared a copyright license, website terms of use, and website privacy policy for a nationally-prominent San Francisco immigration legal services organization.

Ian Aucoin (’14) and Jackie Robinson (’14) reimagined and revamped contract documents used by a San Mateo County affordable housing organization that operates one of the country’s largest home sharing programs. Ian and Jackie also advised a leading Marin County community resource center about its relationship with an affiliated organization that manages affordable housing units, a project that involved considerable factual analysis, report preparation, contact drafting, and discussions with management. Finally, the team developed website terms of use, a website privacy policy, and trademark license terms for a large Bay Area food bank.

Advice and Documents: Corporate Governance

Monica Lienke (’14) and Ian Aucoin (’14) provided comprehensive corporate governance advice and materials for a leading San Francisco-based venture philanthropy organization. Monica and Ian met with the president of the client and later presented their recommendations to the president and multiple members of the board of directors.

Jackie Robinson (’14) and Nick Tsui (’14) reviewed the governance practices and documents of a San Francisco-based organization focused on gun violence prevention. The team met with the CEO and CFO, prepared an extensive report, and presented recommendations and materials to a committee of directors, all of whom are senior partners in major law firms.

Florence Wang (’14) and Michael Ruiz (’14) prepared governance recommendations and a suite of bylaws, committee charter, policy, and management documents for a multi-site community health center in the East Bay. The team worked closely with the CEO and met with both the executive committee of the board and the full board to discuss their advice.

Raymond Tambe (’14) and David Fechter (’14) worked with a long-established senior center on the San Mateo County coast to review and modernize the organization’s governance documents. The team met the CEO and a board member, and then made a formal presentation at a meeting of the full board of directors.

The Organizations & Transactions Clinic is directed by Professor Jay Mitchell. Michelle Sonu serves as the Clinic’s Staff Attorney, and Allie Thrall provides legal support.

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