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Consulting Engagement Letter
1. Parties: Identification of the consultant and the client, including full legal names, registration numbers, and addresses
2. Background: Brief context of the engagement and the client's requirements
3. Definitions: Key terms used throughout the engagement letter
4. Scope of Services: Detailed description of the consulting services to be provided
5. Term and Timeline: Duration of the engagement and key milestones
6. Fees and Payment Terms: Consulting rates, payment schedule, and invoicing details
7. Consultant's Obligations: Key responsibilities and commitments of the consultant
8. Client's Obligations: Essential cooperation and support required from the client
9. Confidentiality: Obligations regarding confidential information handling
10. Intellectual Property: Ownership and rights to deliverables and pre-existing materials
11. Liability and Insurance: Limitation of liability and required insurance coverage
12. Termination: Conditions and process for ending the engagement
13. Acceptance: Signature blocks and acceptance terms
1. Data Protection: Required when personal data processing is involved, outlining GDPR compliance measures
2. Non-Competition: Added when the consultant needs to be restricted from working with competitors
3. Non-Solicitation: Included when there's a need to prevent solicitation of employees or clients
4. Force Majeure: Added for longer-term engagements to address unforeseen circumstances
5. Compliance with Laws: Included for regulated industries or when specific regulatory compliance is required
6. Assignment: Added when there's a need to restrict or permit transfer of rights and obligations
7. Subcontracting: Required when the consultant may need to engage subcontractors
8. Travel and Expenses: Included when the engagement involves significant travel or reimbursable expenses
1. Schedule A - Scope of Services: Detailed breakdown of services, deliverables, and methodology
2. Schedule B - Fee Schedule: Detailed rate card, payment milestones, and expense categories
3. Schedule C - Key Personnel: List of key consultant team members and their roles
4. Schedule D - Project Timeline: Detailed project plan with milestones and deadlines
5. Appendix 1 - Data Processing Agreement: Required GDPR documentation if personal data is processed
6. Appendix 2 - Insurance Certificates: Proof of required insurance coverage
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