Preliminary Services Agreement Template for Philippines

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Key Requirements PROMPT example:

Preliminary Services Agreement

"I need a Preliminary Services Agreement for an IT consulting company providing initial system analysis and feasibility assessment to a Manila-based manufacturing company, with services starting March 2025 and running for 3 months, including strong data protection and confidentiality provisions."

Document background
The Preliminary Services Agreement is essential in Philippine business transactions where parties need to commence services while finalizing terms for a more comprehensive arrangement. This document is particularly useful in complex projects requiring initial assessments, feasibility studies, or preliminary work before full engagement. It provides a legally binding framework under Philippine law that protects both parties' interests during the preliminary phase, covering essential elements such as scope of services, payment terms, and intellectual property rights. The agreement ensures compliance with Philippine Civil Code requirements while maintaining flexibility for transition into a full service agreement. It's commonly used in situations where immediate commencement of certain services is necessary, but the full scope of work is still being defined or negotiated.
Suggested Sections

1. Parties: Identification of the parties entering into the agreement, including their complete legal names, addresses, and registration details

2. Background: Context of the preliminary services arrangement, including the purpose and intent of the parties

3. Definitions: Key terms used throughout the agreement

4. Scope of Preliminary Services: Detailed description of the preliminary services to be provided

5. Term and Timeline: Duration of the preliminary services period and key milestones

6. Fees and Payment Terms: Compensation structure for the preliminary services, including payment schedule and method

7. Obligations of Service Provider: Key responsibilities and commitments of the party providing the preliminary services

8. Obligations of Client: Key responsibilities and commitments of the client, including provision of necessary information and access

9. Intellectual Property Rights: Ownership and usage rights of any IP created during the preliminary services phase

10. Confidentiality: Protection of confidential information exchanged during the preliminary services

11. Termination: Circumstances under which the agreement can be terminated and the consequences

12. Governing Law and Jurisdiction: Specification of Philippine law as governing law and jurisdiction for disputes

13. Entire Agreement: Standard boilerplate confirming this document represents the complete agreement regarding preliminary services

Optional Sections

1. Transition to Definitive Agreement: Include when there is a clear intention to enter into a full service agreement following the preliminary phase

2. Data Protection: Include when the services involve processing personal data under the Data Privacy Act

3. Force Majeure: Include when the nature of services makes them vulnerable to external disruptions

4. Insurance Requirements: Include when the services involve significant risks requiring specific insurance coverage

5. Anti-Corruption Compliance: Include when dealing with government entities or regulated industries

6. Foreign Exchange Provisions: Include when payments are made in foreign currency or cross-border services are involved

7. Non-Competition: Include when protecting business interests requires restricting future competitive activities

8. Warranties and Representations: Include when specific assurances about capacity or capabilities are crucial

Suggested Schedules

1. Schedule A - Scope of Services: Detailed breakdown of the preliminary services to be provided, including specific deliverables and timelines

2. Schedule B - Fee Schedule: Detailed breakdown of fees, payment milestones, and reimbursable expenses

3. Schedule C - Key Personnel: List of key personnel from both parties involved in the preliminary services

4. Schedule D - Required Documentation: List of documents, permits, or certifications required for the services

5. Appendix 1 - Service Level Requirements: Specific performance standards and metrics for the preliminary services

6. Appendix 2 - Compliance Requirements: Specific regulatory or industry compliance requirements applicable to the services

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant Industries

Information Technology

Construction

Professional Services

Manufacturing

Energy

Healthcare

Real Estate Development

Business Process Outsourcing

Infrastructure

Telecommunications

Financial Services

Mining and Resources

Education

Research and Development

Relevant Teams

Legal

Operations

Procurement

Business Development

Finance

Risk Management

Compliance

Commercial

Project Management

Technical Services

Relevant Roles

Legal Counsel

Contract Manager

Project Manager

Business Development Manager

Operations Director

Chief Executive Officer

Chief Financial Officer

Procurement Manager

Commercial Director

Risk Manager

Compliance Officer

Technical Director

Head of Operations

Managing Director

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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