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1. Non-Solicitation: Prevents parties from directly soliciting each other's clients or employees - include when protecting client relationships is crucial

2. Exclusivity: Establishes exclusive referral rights - include when the referee wants to be the sole recipient of certain types of referrals

3. Marketing and Promotion: Guidelines for how parties can market the referral relationship - include when public promotion is planned

4. Dispute Resolution: Specific procedures for resolving disagreements - include when parties want to specify mediation or arbitration

5. Insurance Requirements: Specific insurance coverage requirements - include when referrals involve high-value construction projects

6. Quality Standards: Performance standards and quality requirements - include when maintaining service quality is crucial

7. Subcontracting: Rules about delegating referral obligations - include when subcontracting might occur

1. Schedule A - Fee Schedule: Detailed breakdown of fee calculations for different types of referrals or project values

2. Schedule B - Referral Process Workflow: Detailed steps and timeframes for the referral process

3. Schedule C - Approved Marketing Materials: Pre-approved language and materials for promoting the referral relationship

4. Schedule D - Territory Map: Geographic boundaries for the referral arrangement if territorially restricted

5. Appendix 1 - Referral Report Template: Standard form for documenting referrals and tracking fee calculations

6. Appendix 2 - Compliance Checklist: Checklist ensuring referrals meet legal and regulatory requirements