The Professional Services Retainer Agreement is designed for use in the South African market where ongoing professional services are required on a regular basis. This document is particularly relevant when a client needs consistent access to professional expertise without entering into separate agreements for each engagement. It serves as a master agreement that governs the ongoing relationship between professional service providers and their clients, incorporating essential elements required under South African law such as POPIA compliance, consumer protection provisions, and B-BBEE considerations where applicable. The agreement is structured to provide flexibility in service delivery while maintaining clear accountability and professional standards. It is commonly used by consulting firms, legal practices, accounting firms, and other professional service providers who offer their services on a retainer basis.
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1. Parties: Identification and details of the service provider and client
2. Background: Context of the agreement and brief description of the parties' business relationship
3. Definitions: Definitions of key terms used throughout the agreement
4. Appointment and Scope: Terms of appointment and general scope of services to be provided
5. Duration and Termination: Term of the agreement, renewal provisions, and termination conditions
6. Service Provider's Obligations: Key responsibilities and service standards of the professional service provider
7. Client's Obligations: Client's responsibilities, including provision of information and access
8. Fees and Payment Terms: Retainer fee structure, payment schedule, and billing procedures
9. Confidentiality: Protection and handling of confidential information
10. Intellectual Property: Ownership and rights to intellectual property created during service provision
11. Data Protection: POPIA compliance and data handling procedures
12. Limitation of Liability: Extent and limitations of service provider's liability
13. Dispute Resolution: Process for handling disputes between parties
14. General Provisions: Standard boilerplate clauses including notices, governing law, etc.
1. Non-Compete: Restrictions on competing activities, used when service provider has access to sensitive competitive information
2. Force Majeure: Provisions for unforeseen circumstances, particularly relevant post-COVID
3. Insurance: Insurance requirements, included when services involve significant risks
4. B-BBEE Compliance: Required when B-BBEE status is relevant to the engagement
5. Anti-Corruption: Added for high-value contracts or when dealing with public sector clients
6. Change Control: Included when scope of services may require frequent adjustments
7. Service Credits: Used when specific service levels are critical to the engagement
8. Subcontracting: Included when service provider may need to involve third parties
1. Schedule 1 - Scope of Services: Detailed description of services to be provided under the retainer
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
3. Schedule 3 - Service Levels: Specific performance metrics and service level requirements
4. Schedule 4 - Key Personnel: List of key team members and their roles
5. Schedule 5 - Reports and Deliverables: Required reports, deliverables, and their frequency
6. Appendix A - Contact Details: Contact information for key personnel and authorized representatives
7. Appendix B - Compliance Requirements: Specific regulatory or compliance requirements applicable to the services
Relevant legal definitions
Agreement
Applicable Laws
B-BBEE
Business Day
Commencement Date
Confidential Information
Client
Client Materials
Data Protection Laws
Deliverables
Effective Date
Fees
Force Majeure Event
Good Industry Practice
Initial Term
Intellectual Property Rights
Key Personnel
Personal Information
Professional Services
Project
Retainer Fee
Renewal Term
Schedule
Scope of Services
Service Levels
Service Provider
Service Provider Materials
Services
Term
Territory
VAT
Work Product
Applicable Laws
B-BBEE
Business Day
Commencement Date
Confidential Information
Client
Client Materials
Data Protection Laws
Deliverables
Effective Date
Fees
Force Majeure Event
Good Industry Practice
Initial Term
Intellectual Property Rights
Key Personnel
Personal Information
Professional Services
Project
Retainer Fee
Renewal Term
Schedule
Scope of Services
Service Levels
Service Provider
Service Provider Materials
Services
Term
Territory
VAT
Work Product
Clauses
Appointment
Term and Renewal
Services
Service Levels
Fees and Payment
Invoicing
Professional Standards
Client Obligations
Service Provider Obligations
Key Personnel
Confidentiality
Data Protection
Intellectual Property
Warranties
Indemnification
Limitation of Liability
Insurance
Force Majeure
Termination
Exit Assistance
Non-Solicitation
Non-Competition
B-BBEE Compliance
Anti-Corruption
Dispute Resolution
Governing Law
Assignment
Subcontracting
Notices
Entire Agreement
Variation
Severability
Waiver
Relationship of Parties
Costs
Term and Renewal
Services
Service Levels
Fees and Payment
Invoicing
Professional Standards
Client Obligations
Service Provider Obligations
Key Personnel
Confidentiality
Data Protection
Intellectual Property
Warranties
Indemnification
Limitation of Liability
Insurance
Force Majeure
Termination
Exit Assistance
Non-Solicitation
Non-Competition
B-BBEE Compliance
Anti-Corruption
Dispute Resolution
Governing Law
Assignment
Subcontracting
Notices
Entire Agreement
Variation
Severability
Waiver
Relationship of Parties
Costs
Relevant Industries
Legal Services
Management Consulting
Financial Services
Information Technology
Engineering
Architecture
Accounting
Business Advisory
Marketing and Communications
Human Resources
Environmental Consulting
Healthcare Consulting
Education and Training
Research and Development
Relevant Teams
Legal
Procurement
Finance
Operations
Professional Services
Business Development
Compliance
Risk Management
Commercial
Contract Management
Account Management
Executive Leadership
Relevant Roles
Chief Executive Officer
Managing Director
Legal Counsel
Contract Manager
Procurement Manager
Chief Financial Officer
Operations Director
Professional Services Director
Business Development Manager
Project Manager
Compliance Officer
Risk Manager
Practice Manager
Account Director
Commercial Manager
Head of Professional Services
Chief Operating Officer
Managing Partner
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