The Consulting Statement of Work (SOW) is a critical document used to define and govern specific consulting engagements under New Zealand law. It is typically employed when a detailed project-specific agreement is needed to supplement a master services agreement or stand alone for a discrete consulting engagement. The SOW precisely outlines the services to be provided, deliverables, timelines, acceptance criteria, and commercial terms, ensuring clarity and alignment between consultants and clients. This document type is essential in the New Zealand business environment where professional services must comply with local commercial law, tax regulations, and business practices. It serves as both a legal agreement and a project management tool, incorporating necessary provisions for intellectual property protection, confidentiality, and performance standards while maintaining flexibility for various consulting engagement types.
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1. Parties: Identification of the consulting service provider and the client, including full legal names and registered addresses
2. Background: Context of the engagement, including any relevant previous agreements or Master Services Agreement references
3. Definitions: Key terms used throughout the SOW, ensuring consistent interpretation
4. Scope of Services: Detailed description of the consulting services to be provided, including specific inclusions and exclusions
5. Deliverables: Specific outputs, documents, or results to be produced through the consulting engagement
6. Timeline and Milestones: Project schedule, key dates, and milestone deliverables
7. Fees and Payment Terms: Consulting rates, payment schedule, expenses, and invoicing requirements
8. Performance Standards: Quality standards, acceptance criteria, and performance expectations
9. Client Obligations: Resources, access, and information to be provided by the client
10. Intellectual Property: Ownership and usage rights of deliverables and pre-existing materials
11. Confidentiality: Protection and handling of confidential information during the engagement
12. Term and Termination: Duration of the SOW and conditions for early termination
13. General Provisions: Standard legal terms including governing law, notices, and relationship of parties
1. Change Control: Process for managing changes to scope, timeline, or deliverables - include when project is complex or likely to evolve
2. Service Levels: Specific performance metrics and service levels - include when quantifiable performance standards are required
3. Security Requirements: Information security and data protection requirements - include when handling sensitive data
4. Business Continuity: Disaster recovery and business continuity requirements - include for critical service provisions
5. Knowledge Transfer: Requirements for training or knowledge transfer to client staff - include when capability building is part of scope
6. Travel Requirements: Travel expectations and related terms - include when on-site work at different locations is required
7. Governance: Project governance structure and reporting requirements - include for large or complex engagements
8. Exit Assistance: Transition obligations at end of engagement - include for long-term or critical service arrangements
1. Schedule 1 - Detailed Service Description: Comprehensive breakdown of services, methodologies, and approach
2. Schedule 2 - Deliverables Specification: Detailed technical or functional specifications for each deliverable
3. Schedule 3 - Project Plan: Detailed timeline, resource allocation, and milestone dates
4. Schedule 4 - Fee Schedule: Detailed breakdown of fees, rates, and payment milestones
5. Schedule 5 - Key Personnel: Details of key consultant and client personnel involved in the project
6. Appendix A - Acceptance Criteria: Specific criteria for accepting deliverables and measuring success
7. Appendix B - Progress Report Template: Standard format for progress reporting and status updates
8. Appendix C - Change Request Template: Standard format for requesting and documenting changes to the SOW
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