Organizations and Transactions Clinic Autumn 2014 Projects

The Organizations and Transactions Clinic was hard at work this past Autumn quarter, with eight full-time students involved in a number of contractual and advisory matters. At the local, county, and state levels, clinical students contributed to diverse legal fields, from health and agriculture, to education and corporate governance.

Advice and Contract Matters:

Organizations and Transactions Clinic Autumn 2014 Projects 5

Phillip Arredondo (JD ‘16) and Christopher Deetz (JD ‘16) advised a statewide agricultural organization about a substantial change in its corporate structure and drafted related documents for its board and members. The team also prepared a range of advice, contract, and employee communication materials for the nonprofit affiliate of one of the world’s leading design firms, and helped refine and document a new program for a Peninsula nonprofit that connects STEM professionals at large companies with K-12 students for weekly mentoring sessions.

Organizations and Transactions Clinic Autumn 2014 Projects 6

 Gordon Grafft (JD ‘16) and Tiffany Mason (JD ‘16) prepared medical clinic site agreements for a Santa Cruz County health center that is a principal provider of primary medical and dental care to low-income families in the Monterey Bay area. Gordon and Tiffany also designed and documented governance arrangements for a newly-formed statewide alliance of farmers’ markets, and drafted a contract for a group of Bay Area cycling organizations relating to Bike to Work Day planning and activities.

Organizations and Transactions Clinic Autumn 2014 Projects 7

Erin Cho (JD ‘15) and Yonatan Moskowitz (JD ‘15) provided advice to a large San Francisco social enterprise about joint venture and collaboration design, and also drafted a set of contracts for the client relating to facility use, job training programs, and other matters. Erin and Yoni also prepared transaction review tools and worked on several contract projects for a rapidly-growing national organization focused on K-12 teacher development, and for a San Mateo County organization that designs and delivers sex education programming in local schools.

Organizations and Transactions Clinic Autumn 2014 Projects 8

Haley Horton (JD ‘16) and Blake Meyer (JD ‘16) drafted an option agreement and letter of intent for one of California’s most prominent agricultural land trusts. Haley and Blake also provided fiscal sponsorship advice and documents to a national organization committed to advancing the rights of lesbian, gay, bisexual, and transgender individuals, and they developed compliance program materials and employee communications for a large Silicon Valley health services and advocacy organization.

Organizations and Transactions Clinic Autumn 2014 Projects 9

Corporate Governance:

In addition, all O&T students executed comprehensive corporate governance reviews. These engagements involve reviewing the client’s existing governance documents and practices, preparing a detailed advice deliverable, drafting an extensive suite of bylaws, board committee charters, and other documents, and making a formal presentation to the board of directors and to the CEO. Phillip Arredondo and Blake Meyer represented a long-established San Mateo County affordable housing organization. Christopher Deetz and Gordon Grafft advised a prominent East Bay theatre company. Tiffany Mason and Yonatan Moskowitz worked with the board of a growing Santa Cruz provider of residential and outpatient substance abuse services. Erin Cho and Haley Horton worked with a North Bay organization that operates a major children’s museum and research center.   ◊