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Consulting SOW
"I need a Consulting SOW for a 6-month IT infrastructure upgrade project starting March 2025, involving a team of three consultants who will need access to our secure systems and require specific cybersecurity compliance requirements."
1. Parties: Identifies the contracting parties - the client and the consultant, including full legal names and addresses
2. Background: Provides context for the consulting engagement and establishes the consultant's qualification to provide the services
3. Definitions: Defines key terms used throughout the SOW for clarity and consistency
4. Scope of Services: Detailed description of the consulting services to be provided
5. Term: Specifies the duration of the engagement, including start and end dates
6. Deliverables: Lists specific outputs or results expected from the consulting services
7. Consultant Responsibilities: Outlines the consultant's obligations and standards of performance
8. Client Responsibilities: Defines what the client must provide or do to facilitate the consulting work
9. Fees and Payment Terms: Details the compensation structure, rates, and payment schedule
10. Intellectual Property Rights: Addresses ownership and usage rights of work products
11. Confidentiality: Protects proprietary information shared during the engagement
12. Termination: Specifies conditions and process for ending the engagement
13. General Terms: Standard legal provisions including governing law, notices, and amendments
1. Service Levels: Include when specific performance metrics or standards need to be maintained
2. Change Control: Add when the scope may need to be modified during the engagement
3. Insurance Requirements: Include when specific insurance coverage is required from the consultant
4. Security Requirements: Add when the consultant needs access to sensitive systems or data
5. Non-Solicitation: Include to prevent hiring of client's employees or targeting of clients
6. Expenses: Add when travel or other reimbursable expenses are anticipated
7. Acceptance Criteria: Include when formal acceptance processes are needed for deliverables
8. Compliance Requirements: Add when specific regulatory or industry standards must be met
1. Schedule A - Detailed Scope of Work: Comprehensive breakdown of services, methodologies, and specific tasks
2. Schedule B - Deliverables and Timeline: Detailed list of deliverables with associated due dates and milestones
3. Schedule C - Fee Schedule: Detailed breakdown of fees, rates, and payment milestones
4. Schedule D - Key Personnel: Lists key consultant team members and their roles
5. Schedule E - Client Resources: Details of client-provided resources, facilities, or systems
6. Appendix 1 - Service Level Requirements: Detailed performance metrics and measurement criteria
7. Appendix 2 - Security Protocols: Specific security requirements and procedures
8. Appendix 3 - Expense Policy: Detailed guidelines for expense submission and reimbursement
Authors
Technology
Financial Services
Healthcare
Manufacturing
Energy
Professional Services
Telecommunications
Retail
Public Sector
Education
Construction
Mining
Transportation
Agriculture
Legal
Procurement
Finance
Project Management Office
Operations
Human Resources
Information Technology
Risk & Compliance
Commercial Operations
Vendor Management
Procurement Manager
Contract Manager
Legal Counsel
Project Manager
Business Unit Director
Chief Financial Officer
Chief Technology Officer
Operations Manager
Human Resources Director
Vendor Manager
Consultant
Managing Partner
Program Manager
Commercial Manager
Risk Manager
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