Standard Consulting Agreement for the United States

Standard Consulting Agreement Template for United States

A Standard Consulting Agreement is a legally binding contract used in the United States that establishes the terms and conditions under which a consultant provides professional services to a client. This agreement defines the scope of work, compensation terms, intellectual property rights, confidentiality obligations, and the independent contractor relationship between the parties. It incorporates federal and state-specific requirements for independent contractor classification and includes necessary protections for both parties.

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What is a Standard Consulting Agreement?

The Standard Consulting Agreement serves as the primary contract document for establishing professional consulting relationships in the United States. This agreement is essential when engaging independent contractors for professional services, ensuring clear definition of deliverables, payment terms, and legal protections. The document addresses key aspects such as intellectual property rights, confidentiality, non-compete provisions, and liability limitations while maintaining compliance with federal and state contractor classification requirements. Organizations typically use this Standard Consulting Agreement when seeking external expertise without creating an employer-employee relationship.

What sections should be included in a Standard Consulting Agreement?

1. Parties: Identifies the contracting parties and their legal status

2. Background/Recitals: Sets out the context and purpose of the agreement

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Services: Details the consulting services to be provided

5. Term and Termination: Specifies duration and termination conditions

6. Compensation: Details fees, payment terms, and expenses

7. Independent Contractor Status: Confirms consultant's status as independent contractor

8. Confidentiality: Protects confidential information

9. Intellectual Property Rights: Addresses ownership of work product

10. Representations and Warranties: States basic promises and guarantees

What sections are optional to include in a Standard Consulting Agreement?

1. Non-Compete: Restricts competitive activities when protecting market position is crucial

2. Insurance Requirements: Specifies required insurance coverage for high-risk or regulated industries

3. Data Protection: Addresses data privacy obligations when handling personal or sensitive data

4. Force Majeure: Addresses unforeseen circumstances, typically included in longer-term agreements

5. Assignment: Controls transfer of rights when transfer restrictions are important

What schedules should be included in a Standard Consulting Agreement?

1. Statement of Work: Detailed description of services and deliverables

2. Fee Schedule: Detailed breakdown of fees and payment terms

3. Service Levels: Performance metrics and standards

4. Insurance Requirements: Detailed insurance specifications

5. Key Personnel: List of key individuals involved in service delivery

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

Jurisdiction

United States

Publisher

Genie AI

Document Type

Service Agreement

Cost

Free to use
Industries

Employment Classification Laws: Includes IRS guidelines on independent contractor vs. employee classification, Fair Labor Standards Act (FLSA), and state-specific worker classification laws

Intellectual Property Laws: Comprises Copyright Act of 1976, Patent Act, Trade Secrets Act, and trademark laws to protect intellectual property rights in consulting relationships

Tax Laws: Covers Internal Revenue Code, state and local tax regulations, and Form 1099 requirements for independent contractors

Contract Law: Encompasses state-specific contract laws, Uniform Commercial Code (UCC), and Statute of Frauds requirements for contractual relationships

Privacy and Data Protection: Includes state-specific data privacy laws, industry-specific regulations, and GDPR compliance considerations if dealing with EU data

Non-Compete and Non-Disclosure: Covers state-specific restrictions on non-compete agreements and trade secret protection laws

Insurance and Liability: Addresses state insurance requirements, professional liability considerations, and workers' compensation laws

Dispute Resolution: Includes state-specific arbitration laws and Federal Arbitration Act provisions for handling potential disputes

Anti-Discrimination Laws: Covers Civil Rights Act and state-specific anti-discrimination laws to ensure fair treatment

Industry-Specific Regulations: Additional regulations that may apply depending on the industry (healthcare, finance, etc.)

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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