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1. Parties: Identification and details of the service provider and client, including registered addresses and company registration numbers
2. Background: Context of the agreement and brief description of why the parties are entering into this retainer arrangement
3. Definitions: Definitions of key terms used throughout the agreement
4. Scope of Services: Detailed description of the services to be provided under the retainer arrangement
5. Term and Renewal: Duration of the retainer agreement and conditions for renewal
6. Retainer Fee and Payment Terms: Monthly fee amount, payment schedule, invoicing process, and any additional costs
7. Service Provider's Obligations: Key responsibilities and commitments of the service provider
8. Client's Obligations: Key responsibilities and commitments of the client
9. Confidentiality: Provisions regarding handling of confidential information
10. Intellectual Property Rights: Ownership and usage rights of any IP created during the service provision
11. Termination: Conditions and process for early termination of the agreement
12. Limitation of Liability: Extent and limitations of each party's liability under the agreement
13. General Provisions: Standard legal provisions including notices, entire agreement, and governing law
1. Service Levels: Specific performance metrics and standards, included when quantifiable service levels need to be maintained
2. Data Protection: Specific provisions for handling personal data, required when personal data processing is involved
3. Non-Compete: Restrictions on competitive activities, included when protecting business interests is crucial
4. Force Majeure: Provisions for unforeseeable circumstances, particularly relevant in long-term or critical service arrangements
5. Insurance: Insurance requirements and coverage details, important for high-risk services
6. Compliance with Laws: Specific regulatory compliance requirements, needed for regulated industries
7. Anti-Bribery and Corruption: Specific provisions for preventing corruption, important for government or high-value contracts
8. Change Control: Process for managing changes to services or terms, useful for complex service arrangements
1. Schedule 1 - Detailed Scope of Services: Comprehensive breakdown of services covered under the retainer
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, including any variable components or additional charges
3. Schedule 3 - Service Levels and KPIs: Detailed performance metrics and measurement criteria
4. Schedule 4 - Key Personnel: List of key team members and their roles in service delivery
5. Schedule 5 - Required Reports and Documentation: Templates and formats for regular reporting and documentation
6. Appendix A - Communication Protocol: Procedures for routine communications and escalation paths
7. Appendix B - Change Request Form: Standard form for requesting changes to services or terms
Legal Services
Information Technology
Management Consulting
Marketing and Advertising
Financial Services
Business Advisory
Public Relations
Digital Services
Healthcare Consulting
Engineering Services
Architecture
Design Services
Human Resources
Educational Services
Environmental Consulting
Legal
Finance
Operations
Procurement
Business Development
Account Management
Risk and Compliance
Commercial
Executive Leadership
Administration
Legal Counsel
Contract Manager
Business Development Manager
Chief Financial Officer
Operations Director
Procurement Manager
Project Manager
Account Manager
Finance Director
Managing Director
Consultant
Agency Director
Professional Services Manager
Business Owner
Partner
Head of Legal
Commercial Director
Chief Executive Officer
Risk Manager
Compliance Officer
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