[{"data":1,"prerenderedAt":517},["ShallowReactive",2],{"document-project-management-template-D12774":3},{"document":4,"label":5,"preview":10,"thumb":22,"thumb600":23,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":7,"extension":9,"parents":24,"breadcrumb":28,"related":36,"customDescModule":175,"customdescription":6,"mdFm":176,"mdProseHtml":516},{"description":5,"descriptionCustom":6,"label":5,"pages":7,"size":8,"extension":9,"preview":10,"thumb":11,"svgFrame":12,"seoMetadata":13,"parents":15,"keywords":14},"Project Management Template",null,"6",513,"xls","https://templates.business-in-a-box.com/imgs/1000px/project-management-template-D12774.png","https://templates.business-in-a-box.com/imgs/250px/12774.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12774.xml",{"title":14,"description":6},"project management template",[16,19],{"label":17,"url":18},"Business Plan Kit","/templates/business-plan-kit/",{"label":20,"url":21},"Management","/templates/business-management/","https://templates.business-in-a-box.com/imgs/400px/12774.png","https://templates.business-in-a-box.com/imgs/600px/12774.png",[25,16,19],{"label":26,"url":27},"Templates","/templates/",[29,30,33],{"label":26,"url":27},{"label":31,"url":32},"Legal Agreements","/templates/business-legal-agreements/",{"label":34,"url":35},"Services & Consulting","/templates/services-and-consulting/",[37,42,46,50,54,58,62,66,70,74,78,82,86,100,117,133,146,161],{"label":38,"url":39,"thumb":40,"extension":41},"Project Management Plan","/template/project-management-plan-D13030","https://templates.business-in-a-box.com/imgs/250px/13030.png","doc",{"label":43,"url":44,"thumb":45,"extension":41},"Project Management Agreement","/template/project-management-agreement-D1195","https://templates.business-in-a-box.com/imgs/250px/1195.png",{"label":47,"url":48,"thumb":49,"extension":41},"5 Metrics To Track For Project Management","/template/5-metrics-to-track-for-project-management-D13302","https://templates.business-in-a-box.com/imgs/250px/13302.png",{"label":51,"url":52,"thumb":53,"extension":41},"Product Management Vs Project Management Explained","/template/product-management-vs-project-management-explained-D13377","https://templates.business-in-a-box.com/imgs/250px/13377.png",{"label":55,"url":56,"thumb":57,"extension":41},"Project Risk Management Plan","/template/project-risk-management-plan-D14040","https://templates.business-in-a-box.com/imgs/250px/14040.png",{"label":59,"url":60,"thumb":61,"extension":41},"Project Manager Job Description","/template/project-manager-job-description-D13031","https://templates.business-in-a-box.com/imgs/250px/13031.png",{"label":63,"url":64,"thumb":65,"extension":41},"IT Project Manager Job Description","/template/it-project-manager-job-description-D11665","https://templates.business-in-a-box.com/imgs/250px/11665.png",{"label":67,"url":68,"thumb":69,"extension":9},"Project Timeline","/template/project-timeline-D12776","https://templates.business-in-a-box.com/imgs/250px/12776.png",{"label":71,"url":72,"thumb":73,"extension":41},"Asset Management Policy","/template/asset-management-policy-D12879","https://templates.business-in-a-box.com/imgs/250px/12879.png",{"label":75,"url":76,"thumb":77,"extension":41},"Cash Management Policy","/template/cash-management-policy-D13821","https://templates.business-in-a-box.com/imgs/250px/13821.png",{"label":79,"url":80,"thumb":81,"extension":41},"Change Management Policy","/template/change-management-policy-D13822","https://templates.business-in-a-box.com/imgs/250px/13822.png",{"label":83,"url":84,"thumb":85,"extension":41},"Fleet Management Policy","/template/fleet-management-policy-D13840","https://templates.business-in-a-box.com/imgs/250px/13840.png",{"description":87,"descriptionCustom":6,"label":88,"pages":7,"size":89,"extension":41,"preview":90,"thumb":91,"svgFrame":92,"seoMetadata":93,"parents":94,"keywords":98,"url":99},"INDEPENDENT CONTRACTOR AGREEMENT This Independent Contractor Agreement (\"Agreement\") is made and effective [Date], BETWEEN: [INDEPENDENT CONTRACTOR NAME] (the \"Independent Contractor\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS Independent Contractor is engaged in providing [Describe] business services, its Employer Tax I.D. Number is [Insert], and its Business License Number is [insert]. Independent Contractor has complied with all Federal, State, and local laws regarding business permits, sales permits, licenses, reporting requirements, tax withholding requirements, and other legal requirements of any kind that may be required to carry out said business and the Scope of Work which is to be performed as an Independent Contractor pursuant to this Agreement. Independent Contractor is or remains open to conducting similar tasks or activities for clients other than the Company and holds themselves out to the public to be a separate business entity. Company desires to engage and contract for the services of the Independent Contractor to perform certain tasks as set forth below. Independent Contractor desires to enter into this Agreement and perform as an independent contractor for the company and is willing to do so on the terms and conditions set forth below. NOW, THEREFORE, in consideration of the above recitals and the mutual promises and conditions contained in this Agreement, the Parties agree as follows: TERMS This Agreement shall be effective commencing [Date], and shall continue until terminated at the completion of the Scope of Work which shall occur no later than [Date] or by either party as otherwise provided herein. STATUS OF INDEPENDENT CONTRACTOR This Agreement does not constitute a hiring by either party. It is the parties intentions that Independent Contractor shall have an independent contractor status and not be an employee for any purposes, including, but not limited to, [laws]. Independent Contractor shall retain sole and absolute discretion in the manner and means of carrying out their activities and responsibilities under this Agreement. This Agreement shall not be considered or construed to be a partnership or joint venture, and the Company shall not be liable for any obligations incurred by Independent Contractor unless specifically authorized in writing. Independent Contractor shall not act as an agent of the Company, ostensibly or otherwise, nor bind the Company in any manner, unless specifically authorized to do so in writing. TASKS, DUTIES, AND SCOPE OF WORK Independent Contractor agrees to devote as much time, attention, and energy as necessary to complete or achieve the following: [Describe]. The above to be referred to in this Agreement as the \"Scope of Work\". It is expected that the Scope of Work will completed by [Date]. Independent Contractor shall additionally perform any and all tasks and duties associated with the Scope of Work set forth above, including but not limited to, work being performed already or related change orders. Independent Contractor shall not be entitled to engage in any activities which are not expressly set forth by this Agreement. The books and records related to the Scope of Work set forth in this Agreement shall be maintained by the Independent Contractor at the Independent Contractor's principal place of business and open to inspection by Company during regular working hours. Documents to which Company will be entitled to inspect include, but are not limited to, any and all contract documents, change orders/purchase orders and work authorized by Independent Contractor or Company on existing or potential projects related to this Agreement. Independent Contractor shall be responsible to the management and directors of Company, but Independent Contractor will not be required to follow or establish a regular or daily work schedule. Supply all necessary equipment, materials and supplies. Independent Contractor will not rely on the equipment or offices of Company for completion of tasks and duties set forth pursuant to this Agreement. Any advice given Independent Contractors regarding the scope of work shall be considered a suggestion only, not an instruction. Company retains the right to inspect, stop, or alter the work of Independent Contractor to assure its conformity with this Agreement. ASSURANCE OF SERVICES Independent Contractor will assure that the following individuals (the \"Key Employees\") will be available to perform, and will perform, the Services hereunder until they are completed (identify by title and name as applicable): [Name of Key Employee, Title] [Name of Key Employee, Title] The Key Employees may be changed only with the prior written approval of the Company, which approval shall not be unreasonably withheld. COMPENSATION Independent Contractor shall be entitled to compensation for performing those tasks and duties related to the Scope of Work as follows: [Describe] Such compensation shall become due and payable to Independent Contractor in the following time, place, and manner: [Describe] NOTICE CONCERNING WITHHOLDING OF TAXES Independent Contractor recognizes and understands that it will receive a [specify tax] statement and related tax statements, and will be required to file corporate and/or individual tax returns and to pay taxes in accordance with all provisions of applicable Federal and State law. Independent Contractor hereby promises and agrees to indemnify the Company for any damages or expenses, including attorney's fees, and legal expenses, incurred by the Company as a result of independent contractor's failure to make such required payments. AGREEMENT TO WAIVE RIGHTS TO BENEFITS Independent Contractor hereby waives and foregoes the right to receive any benefits given by Company to its regular employees, including, but not limited to, health benefits, vacation and sick leave benefits, profit sharing plans, etc. This waiver is applicable to all non-salary benefits which might otherwise be found to accrue to the Independent Contractor by virtue of their services to Company, and is effective for the entire duration of Independent Contractor's agreement with Company. This waiver is effective independently of Independent Contractor's employment status as adjudged for taxation purposes or for any other purpose. Neither this Agreement, nor any duties or obligations under this Agreement may be assigned by either party without the consent of the other. TERMINATION This Agreement may be terminated prior to the completion or achievement of the Scope of Work by either party giving [number] days written notice. Such termination shall not prejudice any other remedy to which the terminating party may be entitled, either by law, in equity, or under this Agreement. NON-DISCLOSURE OF TRADE SECRETS, CUSTOMER LISTS AND OTHER PROPRIETARY INFORMATION Independent Contractor agrees not to disclose or communicate, in any manner, either during or after Independent Contractor's agreement with Company, information about Company, its operations, clientele, or any other information, that relate to the business of Company including, but not limited to, the names of its customers, its marketing strategies, operations, or any other information of any kind which would be deemed confidential, a trade secret, a customer list, or other form of proprietary information of Company. Independent Contractor acknowledges that the above information is material and confidential and that it affects the profitability of Company. ","Independent Contractor Agreement",62,"https://templates.business-in-a-box.com/imgs/1000px/independent-contractor-agreement-D160.png","https://templates.business-in-a-box.com/imgs/250px/160.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#160.xml",{"title":6,"description":6},[95],{"label":96,"url":97},"Consultant & Contractors","consulting-contractor-business","independent contractor agreement","/template/independent-contractor-agreement-D160",{"description":101,"descriptionCustom":6,"label":102,"pages":103,"size":8,"extension":41,"preview":104,"thumb":105,"svgFrame":106,"seoMetadata":107,"parents":109,"keywords":115,"url":116},"CONSULTING AGREEMENT This Consulting Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [CONSULTANT NAME] (the \"Consultant\"), an individual with his main address located at OR a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Company\"), a company organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] In the event of a conflict in the provisions of any attachments hereto and the provisions set forth in this Agreement, the provisions of such attachments shall govern. In consideration of the foregoing and of the mutual promises set forth herein, and intending to be legally bound, the parties hereto agree as follows: RECITALS Consultant has expertise in the area of the Company's business and is willing to provide consulting services to the Company. The Company is willing to engage Consultant as an independent contractor, and not as an employee, on the terms and conditions set forth herein. The Company desires to obtain the services of Consultant by means of services provided by Consultant's employees dispatched by Consultant to provide services to Company hereunder (\"Agents\"), on its own behalf and on behalf of all existing and future Affiliated Companies (defined as any corporation or other business entity or entities that directly or indirectly controls, is controlled by, or is under common control with the Company), and Consultant desires to provide consulting services to the Company upon the following terms and conditions. The Company has spent significant time, effort, and money to develop certain Proprietary Information (as defined below), which the Company considers vital to its business and goodwill. The Proprietary Information will necessarily be communicated to or acquired by Consultant and its Agents in the course of providing consulting services to the Company, and the Company desires to obtain the services of Consultant, only if, in doing so, it can protect its Proprietary Information and goodwill. SERVICES Consultant agrees to perform for Company the services listed in the Scope of Services section in Exhibit A, attached hereto and executed by both Company and Consultant. Such services are hereinafter referred to as \"Services.\" Company agrees that consultant shall have ready access to Company's staff and resources as necessary to perform the Consultant's services provided for by this contract. CONSULTING PERIOD Basic Term The Company hereby retains the Consultant and Consultant agrees to render to the Company those services described in Exhibit A for the period (the \"Consulting Period\") commencing on the date of this Agreement and ending upon the earlier of (i) [APPLICABLE DATE], (the \"Term Date\"), and (ii) the date the Consulting Period is terminated in accordance with Section 7. The Company shall pay the Consultant the compensation to which it is entitled under Section 5 through the end of the Consulting Period, and, thereafter, the Company's obligations hereunder shall end. Renewal Subject to Section 7, the Consulting Period will be automatically renewed for an additional [AGREED UPON NUMBER OF MONTHS] month period (without any action by either party) on the Term Date and on each anniversary thereof, unless one party gives to the other written notice [NUMBER] days in advance of the beginning of any [AGREED UPON NUMBER OF MONTHS] month renewal period that the Consulting Period is to be terminated, provided, that in no event shall the Consulting Period extend beyond [DEADLINE DATE]. Either party's right to terminate the Consulting Period, instead of renewing the Agreement, shall be with or without cause. DUTIES AND RESPONSIBILITIES Consultant hereby agrees to provide and perform for the Company those services set forth on Exhibit A attached hereto. Consultant shall devote its best efforts to the performance of the services and to such other services as may be reasonably requested by the Company and hereby agrees to devote, unless otherwise requested in writing by the Company, (a minimum of at least [AGREED UPON NUMBER OF HOURS] hours of service per week/or assign [AGREED UPON NUMBER OF INDIVIDUALS] individuals to provide services to the Company). Consultant shall use its best efforts to furnish competent Agents possessing a sufficient working knowledge of the Company's research, development and products to fulfill Consultant's obligations hereunder. Any Agent of Consultant who, in the sole opinion of the Company, is unable to adequately perform any services hereunder shall be replaced by Consultant within [AGREED UPON NUMBER OF DAYS] days after receipt of notice from the Company of its desire to have such Agent replaced. Consultant shall use its best efforts to comply with, and to ensure that each of its Agents comply with, all policies and practices regarding the use of facilities at which services are to be perform hereunder. Consultant agrees and shall cause each of its Agents to agree to the Acknowledgement and Inventions Assignment attached hereto as Exhibit B, and Consultant shall deliver a signed original of such Acknowledgement and Inventions Assignment to Company prior to such Agent's commencement of the provision of services for the Company. Consultant shall obtain for the benefit of the Company, as an intended third-party beneficiary thereof, prior to the performance of any services hereunder by any of the Agents, the written agreement of Agent to be bound by terms no less restrictive than the terms of Sections 2, 5, 6, and 7 of this Agreement. Personnel supplied by Consultant to provide services to Company under this Agreement will be deemed Consultant's employees or agents and will not for any purpose be considered employees or agents of Company. Consultant assumes full responsibility for the actions of such personnel while performing services pursuant to this Agreement, and shall be solely responsible for their supervision, daily direction and control, provision of employment benefits (if any) and payment of salary (including all required withholding of taxes). COMPENSATION, BENEFITS AND EXPENSES Compensation In consideration of the services to be rendered hereunder, including, without limitation, services to any Affiliated Company, Consultant shall be paid [AMOUNT], payable at the time and pursuant to the procedures regularly established, and as they may be amended, by the Company during the course of this Agreement. Benefits Other than the compensation specified in this 5.1, neither Consultant nor its Agents shall be entitled to any direct or indirect compensation for services performed hereunder. Expenses The Company shall reimburse Consultant for reasonable travel and other business expenses incurred by its Agents in the performance of the duties hereunder in accordance with the Company's general policies, as they may be amended from time to time during the course of this Agreement. INVOICING Company shall pay the amounts agreed to herein upon receipt of invoices which shall be sent by Consultant, and Company shall pay the amount of such invoices to Consultant. TERMINATION OF CONSULTING RELATIONSHIP By the Company or the Consultant At any time, either the Company or the Consultant may terminate, without liability, the Consulting Period for any reason, with or without cause, by giving [AGREED UPON NUMBER OF DAYS] days advance written notice to the other party. If the Consultant terminates its consulting relationship with the Company pursuant to Sections 2, 3 and 4, the Company shall have the option, in its complete discretion, to terminate Consultant immediately without the running of any notice period","Consulting Agreement Long","12","https://templates.business-in-a-box.com/imgs/1000px/consulting-agreement---long-D12543.png","https://templates.business-in-a-box.com/imgs/250px/12543.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12543.xml",{"title":108,"description":6},"consulting agreement long",[110,112],{"label":31,"url":111},"business-legal-agreements",{"label":113,"url":114},"Consulting Agreements","consulting-agreement","consulting agreement   long","/template/consulting-agreement---long-D12543",{"description":118,"descriptionCustom":6,"label":119,"pages":120,"size":121,"extension":41,"preview":122,"thumb":123,"svgFrame":124,"seoMetadata":125,"parents":126,"keywords":131,"url":132},"CUSTOM SOFTWARE DEVELOPMENT AGREEMENT This Custom Software Development Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [CUSTOMER NAME] (the \"Customer\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Developer\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS WHEREAS Customer wishes to [DESCRIBE NEEDS TO BE ADDRESSED], and wants to hire Developer to develop these custom software packages, and; WHEREAS Developer desires to develop these custom software packages for Customer: NOW, THEREFORE, in consideration of the mutual covenants and agreements herein contained, the parties hereto, intending, to be legally bound, agree as follows: Purpose of Agreement Customer desires to retain Developer as an independent contractor to develop the computer software (the \"Software\") described in the Functional Specifications contained in Exhibit A attached to and made part of this Agreement. Developer is ready, willing and able to undertake the development of the Software and agrees to do so under the terms and conditions set forth in this Agreement. Preparation of Development Plan Developer shall prepare a development plan (\"Development Plan\") for the Software, satisfying the requirements set forth in the Functional Specifications. The Development Plan shall include: Detailed Specifications for the Software; A listing of all items to be delivered to Customer under this Agreement (\"Deliverables\"); A delivery schedule containing a delivery date for each Deliverable; and A payment schedule setting forth the amount and time of Developer's compensation. ACCEPTANCE OF DEVELOPMENT PLAN Developer shall deliver the Development Plan to Customer by [DEVELOPMENT PLAN DEADLINE]. Customer shall have [NUMBER] days to review the Development Plan. Upon approval of the Development Plan by Customer, it will be marked as Exhibit B and will be deemed by both parties to have become a part of this Agreement and will be incorporated by reference. Developer shall then commence development of Software that will substantially conform to the requirements set forth in the Development Plan. If the Development Plan is in Customer's reasonable judgment unsatisfactory in any material respect, Customer shall prepare a detailed written description of the objections. Customer shall deliver such objections to Developer within [NUMBER] days of receipt of the Development Plan. Developer shall then have [NUMBER] days to modify the Development Plan to respond to Customer's objections. Customer shall have [NUMBER] days to review the modified Development Plan. If Customer deems the modified Development Plan to be unacceptable, Customer has the option of terminating this Agreement upon written notice to Developer or permitting Developer to modify the Development Plan again under the procedure outlined in this paragraph. If this Agreement is terminated, the obligations of both parties under it shall end except for Customer's obligation to pay Developer all sums due for preparing the Development Plan and the ongoing obligations of confidentiality set forth in the provision of this Agreement entitled \"Confidentiality.\" Payment for Development Plan If the Development Plan is not accepted by Customer and Customer terminates this Agreement, Developer shall be entitled to compensation on a time and materials basis at an hourly rate of [HOURLY RATE] plus expenses to the date of termination. Developer shall submit an invoice detailing its time and expenses preparing the Development Plan. If the invoice amount is less than the amounts paid to Developer prior to termination, Developer shall promptly return the excess to Customer. If the invoice amount exceeds the amounts paid to Developer prior to termination, Customer shall promptly pay Developer the difference. However, Developer's total compensation for preparing the Development Plan shall not exceed [AMOUNT]. Payment [TIME AND MATERIALS AGREEMENT] Developer shall be compensated at the rate of [RATE] per hour [OR \"day,\" \"week,\" \"month\"]. Payment will be made within [NUMBER OF DAYS] days of Developer's submission of an invoice for work completed. [OPTIONAL: \"Unless otherwise agreed upon in writing by Customer, Customer's maximum liability for all services performed during the term of this Agreement shall not exceed [MAXIMUM AMOUNT].\"] OR [FIXED PRICE AGREEMENT] The total contract price shall be set forth in the Development Plan. Customer shall pay the Developer the sum of [INITIAL AMOUNT] upon execution of this Agreement and the sum of [AMOUNT IF PLAN APPROVED] upon Customer's approval of the Development Plan. The remainder of the contract price shall be payable in installments according to the payment schedule to be included in the Development Plan. Each installment shall be payable upon completion of each project phase by Developer and acceptance by Customer in accordance with the provision of this Agreement entitled \"Acceptance Testing of Software.\" Payment of Developer's Costs Customer shall reimburse Developer for all out-of-pocket expenses incurred by Developer in performing services under this Agreement. Such expenses include, but are not limited, to: All communications charges Costs for providing conversion services for converting Customer's database Media costs Travel expenses other than normal commuting, including airfares, rental vehicles, and highway mileage in company or personal vehicles at [cents per mile] Other expenses resulting from the work performed under this Agreement. Developer shall submit an itemized statement of Developer's expenses. Customer shall pay Developer within [NUMBER] days from the date of each statement. Late Fees Late payments by Customer shall be subject to late penalty fees of [%] per month from the due date until the amount is paid. Materials Customer shall make available to Developer, at Customer's expense, the following materials, facilities and equipment: [LIST] These items will be provided to Customer by [DATE]. Changes in Project Scope If at any time following acceptance of the Development Plan by Customer, Customer should desire a change in Developer's performance under this Agreement that will alter or amend the Specifications or other elements of the Development Plan, Customer shall submit to Developer a written proposal specifying the desired changes. Developer will evaluate each such proposal at its standard rates and charges. Developer shall submit to Customer a written response to each such proposal within [NUMBER] working days following receipt thereof. Developer's written response shall include a statement of the availability of Developer's personnel and resources, as well as any impact the proposed changes will have on the contract price, delivery dates or warranty provisions of this Agreement. Changes to the Development Plan shall be evidenced by a \"Development Plan Modification Agreement.\" The Development Plan Modification Agreement shall amend the Development Plan appropriately to incorporate the desired changes and acknowledge any effect of such changes on the provisions of this Agreement. The Development Plan Modification Agreement shall be signed by authorized representatives of Customer and Developer, whereupon Developer shall commence performance in accordance with it. Should Developer not approve the Development Plan Modification Agreement as written, Developer will so notify Customer within [NUMBER] working days of Developer's receipt of the Development Plan Modification Agreement. Developer shall not be obligated to perform any services beyond those called for in the Development Plan prior to its approval of the Development Plan Modification Agreement.","Custom Software Development Agreement","16",116,"https://templates.business-in-a-box.com/imgs/1000px/custom-software-development-agreement-D787.png","https://templates.business-in-a-box.com/imgs/250px/787.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#787.xml",{"title":6,"description":6},[127,130],{"label":128,"url":129},"Software & Technology","software-technology-business",{"label":128,"url":129},"custom software development agreement","/template/custom-software-development-agreement-D787",{"description":134,"descriptionCustom":6,"label":135,"pages":103,"size":136,"extension":41,"preview":137,"thumb":138,"svgFrame":139,"seoMetadata":140,"parents":141,"keywords":144,"url":145},"SERVICE LEVEL AGREEMENT This Service Level Agreement (the Agreement\") is effective as of [DATE] (the \"Effective Date\"). BETWEEN: [YOUR COMPANY NAME] (the \"Service Provider\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [CLIENT NAME] (the \"Client\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] RECITALS This Agreement sets forth the terms and conditions under which Client will provide Service Provider with certain Equipment under bailment and Service Provider will provide certain support services to Client on specified Service Provider premises (hereinafter referred to as the \"Service Provider Network Location(s)\"). WHEREAS, Service Provider is desirous and capable of providing support services for certain Client-Provided Equipment which interconnects to Service Provider transmission services; and WHEREAS, Client desires to have the Equipment supported by Service Provider in a designated portion of certain Service Provider Network Location(s), as set forth in Exhibit A of this agreement (hereinafter referred to as the \"Location and Equipment Summary\"), which is attached hereto and made a part hereof; and WHEREAS, Client and Service Provider (hereinafter referred to cumulatively as the \"Parties\" and singularly as the \"Party\") have agreed on the terms which shall govern the bailment and support of the Equipment as set forth in Exhibit B of this agreement (hereinafter referred to as the \"Statement of Work\"), which is attached hereto and made a part hereof, and as set forth in Exhibit C of this agreement (hereinafter referred to as the \"Non-Recurring and Monthly Recurring Pricing Summary\"), which is attached hereto and made a part hereof; NOW, THEREFORE, in consideration of the mutual agreements and promises contained herein and for other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the Parties agree as follows: UNDERTAKINGS Client will provide for the inside delivery of the Equipment at the Service Provider Network Location(s) as specified in the Location and Equipment Summary with proper and timely notification as specified in the Statement of Work. Client will install the Equipment at the Service Provider Network Location(s) as specified in the Location and Equipment Summary in accordance with Service Provider and Industry standards and practices as specified in the Statement of Work. Service Provider will connect the Equipment to Service Provider services at the Service Provider Network Location(s) as specified in the Location and Equipment Summary in accordance with Service Provider standards and practices as specified in the Statement of Work. Service Provider will hold the Equipment in bailment for use only at the Service Provider Network Location(s) as specified in the Location and Equipment Summary and only for the purposes contemplated herein. During the term of the bailment, Service Provider shall provide space, power, testing, environment and other support services for the Equipment as set forth in the Statement of Work and Service Provider shall have no other responsibility for the Equipment. Client shall cooperate fully with Service Provider in the provision of these support services and agrees to perform those activities identified as Client Responsibilities in the Statement of Work. TERM AND TERMINATION The initial term of this Agreement shall commence on the [DATE], shall continue for a period of [NUMBER] years, and then shall terminate on [DATE]. This Agreement is binding when executed by Client and subsequently accepted by Service Provider and once accepted by Service Provider, the rates and charges provided in this Agreement will be effective from the first day of the next billing cycle following Client's signature date (the \"Effective Date\"). Either Party may terminate this Agreement following the giving of [NUMBER] calendar days prior written notice of termination to the other Party. If Client terminates this Agreement prior to the expiration of the initial [NUMBER] year term, Client will pay Service Provider, in addition to all other charges due, per Service Provider Network Location, which amount shall represent liquidated damages that Client agrees are reasonable. Client shall remove its Equipment from the Service Provider Network Location(s) within [NUMBER] calendar days of the termination of this Agreement and, if Client fails to do so, Service Provider may itself remove the Equipment and store the same at Client's expense and at Client's sole risk. Any expenditure by Service Provider for the removal and storage of the Equipment shall bear interest at the lesser of [%] per annum or the maximum rate permitted by law. The rights and duties in Article D, \"Warranty and Liability\" shall survive the termination of this Agreement. FINANCIAL PROVISIONS Client shall pay Service Provider a non-recurring fee for Site Preparation, Additional AC or DC Power Circuits and Circuit Interconnection at each of the Service Provider Network Location(s) as set forth in the Non-Recurring and Monthly Recurring Pricing Summary. Client shall pay Service Provider on a monthly recurring basis for Location Management Fee(s), an Uninterruptable Power Supply (UPS) for [115V OR OTHER] AC Power Circuits and for Service Provider First-Level Maintenance Support at each of the Service Provider Network Location(s) as set forth in the Non-Recurring and Monthly Recurring Pricing Summary. Client shall pay Service Provider a one time charge of [AMOUNT per circuit when, at the Client's request, Service Provider provided cabling is added, moved or changed after the initial Site Preparation work listed in the Equipment and Location Summary is completed by Service Provider. This charge is in addition to any other charges specified in the applicable tariff or contract from the entity from which the facility or service is obtained. For equipment moves made pursuant to Client's request, Client shall pay for each unit of Equipment this is moved to a different location within the same Service Provider Network Location after the initial Site Preparation work listed in the Equipment and Location Summary is completed by Service Provider. Client shall pay directly or reimburse Service Provider, as applicable, for all taxes, duties, and similar liabilities which may result from this Agreement, or any support services specified hereunder, exclusive of taxes based on Service Provider's net income. All invoices shall be due and payable in [CURRENCY] within [NUMBER] calendar days upon receipt as set forth in the Non-Recurring and Monthly Recurring Pricing Summary. WARRANTY AND LIABILITY Service Provider warrants that its undertakings hereunder shall be performed in a professional and workmanlike manner and that it will provide Support Services in accordance with this Agreement. NO OTHER WARRANTIES ARE EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO, ANYWARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Client warrants that it has the unrestricted right to place the Equipment at Service Provider's Location(s) listed in the Location and Equipment Summary for the term of this Agreement. Except as otherwise set forth herein, neither Party shall be deemed negligent, at fault or liable in any respect to the other for any delay, interruption or failure in performance hereunder resulting from fire, flood, water, the elements, explosions, acts of God, war, accidents, labor disputes, strikes, shortages of equipment or suppliers, unavailability of transportation or other cause beyond the reasonable control of the Party delayed or prevented from performing.","Service Level Agreement",89,"https://templates.business-in-a-box.com/imgs/1000px/service-level-agreement-D778.png","https://templates.business-in-a-box.com/imgs/250px/778.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#778.xml",{"title":6,"description":6},[142,143],{"label":128,"url":129},{"label":128,"url":129},"service level agreement","/template/service-level-agreement-D778",{"description":147,"descriptionCustom":6,"label":148,"pages":149,"size":8,"extension":41,"preview":150,"thumb":151,"svgFrame":152,"seoMetadata":153,"parents":155,"keywords":154,"url":160},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":154,"description":6},"non disclosure agreement nda",[156,157],{"label":31,"url":111},{"label":158,"url":159},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":162,"descriptionCustom":6,"label":163,"pages":164,"size":165,"extension":41,"preview":166,"thumb":167,"svgFrame":168,"seoMetadata":169,"parents":170,"keywords":173,"url":174},"JOINT VENTURE AGREEMENT This Joint Venture Agreement (the \"Agreement\") is effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"First Joint Venturer\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [SECOND JOINT VENTURER NAME] (the \"Second Joint Venturer\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] This Agreement is entered by First Joint Venturer and Second Joint Venturer, herein after collectively referred to as the \"Joint Venturers\", for the purpose of performing: [DESCRIBE JOINT VENTURE]. WITNESSETH: WHEREAS, the parties are desirous of forming a Joint Venture (the \"Venture\"), under the laws of the [State/Province] of [STATE/PROVINCE] by execution of this Agreement for the purposes set forth herein and are desirous of fixing and defining between themselves their respective responsibilities, interests, and liabilities in connection with the performance of the before mentioned project; and NOW, THEREFORE, in consideration of the mutual covenants and promises herein contained, the Parties herein agree to constitute themselves as Joint Venturers, henceforth, \"Venturers\" for the purposes before mentioned, and intending to be legally bound hereby, the parties hereto, after first being duly sworn, do covenant, agree and certify as follows: DEFINITIONS \"Affiliate\" shall refer to (i) any person directly or indirectly controlling, controlled by or under common control with another person, (ii) any person owning or controlling 10% or more of the outstanding voting securities of such other person, (iii) any officer, director or other partner of such person and (iv) if such other person is an officer, director, joint Venturer or partner, any business or entity for which such person acts in any such capacity. \"Venturers\" shall refer to [VENTURE NAME] Inc., and any successor(s) as may be designated and admitted to the Venture. \"Internal Revenue Code\", \"Code\" or \"I.R.C.\" shall refer to the current and applicable Internal Revenue Code. \"Net Profits and Net Losses\" means the taxable income and loss of the Venture, except as follows: [DESCRIBE] The \"Book\" value of an asset shall be substituted for its adjusted tax basis if the two differ, but otherwise Net Profits and Net Losses shall be determined in accordance with federal income tax principles. \"Project\" shall refer to that certain [DESCRIBE] project known as [NAME]. \"Treasury Regulations\" shall refer to those regulations promulgated by the Department of the Treasury with respect to certain provision of Internal Revenue Code. \"Percentage of Participation\" shall refer to that figure set forth in Exhibit A. FORMATION, NAME, AND PRINCIPLE PLACE OF BUSINESS Formation (a) The Venturers do hereby form a joint venture pursuant to the laws of the State of [STATE/PROVINCE] in order for the Venture to carry on the purposes for which provision is made herein. (b) The Ventures shall execute such certificates as may be required by the laws of the [State/Province] of [STATE/PROVINCE] or of any other state in order for the Venture to operate its business and shall do all other acts and things requisite for the continuation of the Venture as a joint venture pursuant to applicable law. Name The Name and style under which the Venture shall be conducted is: [DESCRIBE]. Principal place of business The Venture shall maintain its principal place of business at [FULL ADDRESS]. The Venture may re-locate its office from time to time or have additional offices as the Venturers may determine. PURPOSE OF THE JOINT VENTURE The business of the Venture shall be to perform: [DESCRIBE], a project having the Contract # , being entitled, and being in a dollar amount of [AMOUNT], in accordance with the contract documents for the Project and all such other business incidental to the general purposes herein set forth. TERM The term of the Venture shall commence as of the date hereof and shall be terminated and dissolved upon the earliest to occur of: (i) completion of the Project and receipt of all sums due the Venture by the Owner, [OWNER NAME] pursuant thereto and payment of all laborers and material men employed by the Venture in connection with the project; (ii) [DATE]; (iii) the unanimous agreement of the Ventures; or (iv) the order of a court of competent jurisdiction. PERCENTAGE OF PARTICIPATION Description Except as otherwise provided in sections 6.0 and 9.0 hereof, the interest of the Parties in any gross profits and their respective shares in any losses and/or liabilities that may result from the filing of a joint bid and/or the performance of the Construction Contract, and their interests in all property and equipment acquired and all money received in connection with the performance of the Contract shall be as follows: [Name Joint Venture Partner Percentage] Losses The Parties agree that in the event any losses arise out of or results from the performance of the Project, each Venturer shall assume and pay the share of the losses that is equal to the percentage of participation. Liabilities If for any reason, a Venturer sustains any liabilities or is required to pay any losses arising out of or directly connected with the Project, or the execution of any surety bonds or indemnity agreements in connection therewith, which are in excess of its Percentage of Participation, in the Joint Venture, the other Venturer shall promptly reimburse such Venturer this excess, so that each and every member of the Joint Venturer will then have paid its proportionate share of such losses to the full extent of its Percentage of Participation. Indemnities The Venturers agree to indemnify each other and to hold the other harmless from, any and all losses of the Joint Venture that are in excess of such other Venturer's Percentage of Participation. Provided that the provisions of this subsection shall be limited to losses that are directly connected with or arise out of the performance of the Project and/or the execution of any bonds or indemnity agreements in connection therewith and shall not be relate to or include any incidental, indirect or consequential losses that may be sustained or suffered by a Party. Duration The Parties shall from time to time execute such bonds and indemnity agreements, including applications there and other documents that may be necessary in connection with the performance of the Project. Provided however, that the liability of each of the Parties under any agreements to indemnify a surety company or surety companies shall be limited to the percentage of the total liability assumed by all the Parties under such indemnity agreements that is equal to the Party's Percentage of Participation. Initial contribution of the venture (a) The Venturers shall contribute the Property to the Venture and their Capital Account shall each be credited with the appropriate value of such contribution in accordance with their Venture interests. (b) Except as otherwise required by law or this Agreement, the Venturers shall not be required to make any further capital contributions to the Venture. Venture interests Upon execution of this Agreement, the Venturers shall each own the following interests in the Venture: Joint Venture Partner Percentage Return of capital contributions (a) No Venturer shall have the right to withdraw his capital contributions or demand or receive the return of his capital contributions or any part thereof, except as otherwise provided in this Agreement. (b) The Venturers shall not be personally liable for the return of capital contributions or any part thereof, except as otherwise provided in this Agreement. (c) The Venture shall not pay interest on capital contributions of any Venturer.","Joint Venture Agreement","7",70,"https://templates.business-in-a-box.com/imgs/1000px/joint-venture-agreement-D889.png","https://templates.business-in-a-box.com/imgs/250px/889.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#889.xml",{"title":6,"description":6},[171,172],{"label":31,"url":111},{"label":31,"url":111},"joint venture agreement","/template/joint-venture-agreement-D889",false,{"seo":177,"reviewer":188,"legal_disclaimer":192,"quick_facts":193,"at_a_glance":195,"personas":199,"variants":224,"glossary":251,"clauses":288,"how_to_fill":339,"common_mistakes":380,"faqs":405,"industries":433,"comparisons":450,"diy_vs_lawyer":462,"jurisdictions":475,"related_template_ids_curated":496,"schema":504,"classification":505},{"meta_title":178,"meta_description":179,"primary_keyword":14,"secondary_keywords":180},"Project Management Template (Free Word)","Free project management template covering scope, deliverables, milestones, payment, and change control. Used in 190+ countries. Free Word and PDF download.",[181,182,183,184,185,186,187],"project management template word","project management template free","project contract template","project scope template","project plan template download","project management document template","client project agreement template",{"name":189,"credential":190,"reviewed_date":191},"Bruno Goulet","CEO, Business in a Box","2026-05-02",true,{"difficulty":194,"legal_review_recommended":192,"signature_required":192,"notarization_required":175},"medium",{"what_it_is":196,"when_you_need_it":197,"whats_inside":198},"A Project Management Template is a binding agreement between a project manager or service provider and a client that defines the scope of work, deliverables, milestones, payment schedule, change control process, and each party's responsibilities for a defined engagement. This free Word download gives you a structured, enforceable starting point you can edit online and export as PDF to present to clients before any project kicks off.\n","Use it whenever you are engaged to plan, execute, or oversee a defined project on behalf of a client — before work begins and before any milestone payments are authorized. It is particularly critical when the project spans multiple phases, involves subcontractors, or carries a budget above a threshold where an informal email chain creates unacceptable risk.\n","Scope of work and deliverables, project timeline and milestones, payment schedule and invoicing terms, change order process, acceptance criteria, intellectual property ownership, confidentiality obligations, limitation of liability, and termination conditions.\n",[200,204,208,212,216,220],{"title":201,"use_case":202,"icon_asset_id":203},"Freelance project managers","Formalizing client engagements before managing multi-phase deliverables","persona-freelancer",{"title":205,"use_case":206,"icon_asset_id":207},"Consulting firms","Standardizing project agreements across client engagements to reduce scope creep","persona-consultant",{"title":209,"use_case":210,"icon_asset_id":211},"IT and software agencies","Governing development sprints, handoffs, and acceptance testing with clients","persona-agency",{"title":213,"use_case":214,"icon_asset_id":215},"Construction project managers","Documenting milestones, payment draws, and change orders for build projects","persona-contractor",{"title":217,"use_case":218,"icon_asset_id":219},"Marketing and creative agencies","Defining campaign deliverables, approval cycles, and revision limits","persona-marketing-agency",{"title":221,"use_case":222,"icon_asset_id":223},"Operations and PMO directors","Deploying a consistent contract template across all vendor-managed projects","persona-operations-director",[225,228,232,236,240,244,247],{"situation":226,"recommended_template":88,"slug":227},"Engaging an independent contractor to execute project tasks","independent-contractor-agreement-D160",{"situation":229,"recommended_template":230,"slug":231},"Managing a construction or renovation project with milestone draws","Construction Contract","construction-agreement-D13002",{"situation":233,"recommended_template":234,"slug":235},"Defining the scope for a fixed-price software development project","Software Development Agreement","custom-software-development-agreement-D787",{"situation":237,"recommended_template":238,"slug":239},"Providing ongoing managed services rather than a defined project","Service Level Agreement (SLA)","service-level-agreement-D778",{"situation":241,"recommended_template":242,"slug":243},"Formalizing consulting advice without project execution responsibility","Consulting Agreement","consulting-agreement---long-D12543",{"situation":245,"recommended_template":163,"slug":246},"Governing a joint venture where two parties co-manage a project","joint-venture-agreement-D889",{"situation":248,"recommended_template":249,"slug":250},"Commissioning creative or design deliverables with IP transfer","Creative Services Agreement","administrative-services-agreement-D850",[252,255,258,261,264,267,270,273,276,279,282,285],{"term":253,"definition":254},"Scope of Work (SOW)","A written description of the specific tasks, deliverables, and boundaries of a project — what is included and explicitly what is not.",{"term":256,"definition":257},"Deliverable","A specific, tangible output the project manager or service provider is contractually obligated to produce and hand off to the client.",{"term":259,"definition":260},"Milestone","A defined checkpoint in the project schedule — typically tied to a payment trigger or a formal client approval — marking completion of a project phase.",{"term":262,"definition":263},"Change Order","A written, signed amendment to the original project agreement authorizing additional work, cost, or timeline outside the original scope.",{"term":265,"definition":266},"Acceptance Criteria","Pre-agreed, measurable standards a deliverable must meet before the client is contractually obligated to approve it and release the corresponding payment.",{"term":268,"definition":269},"Scope Creep","The gradual expansion of project requirements beyond the original agreed scope, often without a corresponding adjustment to budget or timeline.",{"term":271,"definition":272},"Limitation of Liability","A clause capping the maximum financial exposure of one or both parties — typically expressed as the total fees paid under the agreement.",{"term":274,"definition":275},"Force Majeure","A clause excusing a party from performance obligations when a project is delayed or prevented by events outside their reasonable control — natural disasters, strikes, or government action.",{"term":277,"definition":278},"Liquidated Damages","A pre-agreed financial penalty for specific breaches — such as missing a delivery date — calculated to approximate the likely loss rather than requiring proof of actual damages.",{"term":280,"definition":281},"Work Breakdown Structure (WBS)","A hierarchical decomposition of the total project scope into individually manageable tasks and sub-tasks, used to assign responsibility and estimate effort.",{"term":283,"definition":284},"PMO (Project Management Office)","An internal department or function that standardizes project governance, templates, and reporting across an organization's portfolio of active projects.",{"term":286,"definition":287},"Critical Path","The sequence of dependent project tasks whose combined duration determines the earliest possible project completion date — any delay on the critical path delays the whole project.",[289,294,299,304,309,314,319,324,329,334],{"name":290,"plain_english":291,"sample_language":292,"common_mistake":293},"Parties, recitals, and engagement","Identifies the service provider and the client as legal entities, summarizes the purpose of the engagement, and confirms that both parties have agreed to proceed on the terms stated.","This Project Management Agreement ('Agreement') is entered into as of [DATE] between [SERVICE PROVIDER LEGAL NAME], a [STATE/PROVINCE] [ENTITY TYPE] ('Project Manager'), and [CLIENT LEGAL NAME], a [STATE/PROVINCE] [ENTITY TYPE] ('Client'). Project Manager agrees to provide project management services as described in Schedule A.","Using a trade name instead of the registered legal entity name. If the entity name doesn't match the signatory's authority or registration, enforcing payment and IP clauses against the correct party becomes legally complex.",{"name":295,"plain_english":296,"sample_language":297,"common_mistake":298},"Scope of work and deliverables","Defines precisely what the project manager will do, what outputs they will produce, and — equally important — what falls outside the engagement.","Project Manager shall provide the services and deliver the outputs set out in Schedule A ('Scope of Work'). Any work not expressly described in Schedule A is outside the scope of this Agreement and requires a signed Change Order before work commences.","Writing a vague scope like 'manage the project to completion.' Without measurable deliverables and explicit exclusions, every additional client request becomes a scope dispute with no contractual resolution.",{"name":300,"plain_english":301,"sample_language":302,"common_mistake":303},"Project timeline and milestones","Sets the project start date, end date, and intermediate milestones with specific calendar dates, linking each milestone to a client approval obligation or payment trigger.","The project shall commence on [START DATE] and is expected to be completed by [END DATE], subject to timely receipt of client inputs. Milestones are set out in Schedule B. Client shall review and approve or reject each milestone deliverable within [10] business days of receipt.","Setting milestone dates without specifying client review deadlines. When client approval delays are not contractually limited, the project manager absorbs timeline risk caused by the client's own inaction.",{"name":305,"plain_english":306,"sample_language":307,"common_mistake":308},"Fees, payment schedule, and invoicing","States the total project fee or rate, the payment schedule tied to milestones or calendar dates, invoicing frequency, accepted payment methods, and the consequence of late payment.","Client shall pay Project Manager a fixed fee of $[AMOUNT], payable per the schedule in Schedule C. Invoices are due within [30] days of issue. Balances unpaid after [30] days accrue interest at [1.5]% per month. Project Manager may suspend work on accounts overdue by more than [15] days.","Linking all payment to final project completion. A single end-of-project payment creates serious cash flow risk for the provider and gives the client a structural incentive to delay sign-off indefinitely.",{"name":310,"plain_english":311,"sample_language":312,"common_mistake":313},"Change order process","Establishes how scope changes are requested, priced, approved, and documented — requiring a signed written change order before any out-of-scope work begins.","Any change to the Scope of Work, timeline, or fees must be documented in a written Change Order signed by both parties before work on the change commences. Project Manager shall provide a cost and schedule impact estimate within [5] business days of a change request.","Allowing verbal or email-only change approvals. Without a signed change order, clients routinely dispute whether a change was ever formally approved, leaving the project manager with uncompensated work.",{"name":315,"plain_english":316,"sample_language":317,"common_mistake":318},"Acceptance and sign-off","Defines the criteria a deliverable must meet for the client to accept it, the process for requesting revisions, and the consequence of the client failing to respond within the review window.","Client shall review each deliverable against the acceptance criteria in Schedule A within [10] business days. If Client does not provide written rejection with specific reasons within that period, the deliverable is deemed accepted. Client is entitled to [2] rounds of revisions per deliverable.","No deemed-acceptance clause. Without it, a client who simply ignores deliverables can stall payment indefinitely by claiming they never formally accepted the work.",{"name":320,"plain_english":321,"sample_language":322,"common_mistake":323},"Intellectual property ownership","Allocates ownership of materials, methodologies, and outputs created during the project — typically granting the client ownership of custom deliverables while the provider retains proprietary tools and pre-existing IP.","Upon receipt of full payment, Project Manager assigns to Client all rights in custom deliverables created specifically for this project. Project Manager retains all rights to its pre-existing tools, templates, methodologies, and background IP. Client receives a non-exclusive licence to use background IP solely to benefit from the deliverables.","Assigning all IP without carving out pre-existing tools and methodologies. A project manager who transfers all IP with every engagement eventually gives away the core assets that make future projects possible.",{"name":325,"plain_english":326,"sample_language":327,"common_mistake":328},"Confidentiality","Prevents both parties from disclosing the other's non-public business information — client data, project details, pricing, and trade secrets — during and after the engagement.","Each party shall keep the other's Confidential Information strictly confidential and shall not disclose it to any third party without prior written consent. 'Confidential Information' means any non-public technical, financial, or business information disclosed in connection with this Agreement.","One-sided confidentiality that only protects the client. Project managers share proprietary methodologies, pricing, and staffing information with clients — a mutual NDA protects both sides.",{"name":330,"plain_english":331,"sample_language":332,"common_mistake":333},"Limitation of liability and indemnification","Caps the project manager's total financial exposure — typically at fees paid in the prior 12 months — and excludes consequential damages like lost profits, data loss, or business interruption.","In no event shall Project Manager's total liability exceed the fees paid by Client in the [12] months preceding the claim. Neither party shall be liable for indirect, consequential, or punitive damages. Client shall indemnify Project Manager against third-party claims arising from Client's materials or instructions.","No liability cap at all. Without one, a project manager faces potentially unlimited exposure for a client's downstream losses — lost revenue, missed market windows, or regulatory penalties — that far exceed the project fee.",{"name":335,"plain_english":336,"sample_language":337,"common_mistake":338},"Termination and wind-down","Sets the conditions and notice period for either party to end the agreement, the payment owed for work completed to date, and each party's obligations on winding down the project.","Either party may terminate this Agreement with [30] days written notice. Upon termination, Client shall pay all fees earned through the termination date plus reasonable wind-down costs. Project Manager shall deliver all completed work product and return or destroy Client's confidential materials within [10] business days.","Allowing immediate termination without a notice period. This leaves the project manager with completed work and no payment mechanism, and leaves the client with an unfinished project and no transition plan.",[340,345,350,355,360,365,370,375],{"step":341,"title":342,"description":343,"tip":344},1,"Insert the legal entity names and engagement date","Enter the full registered legal names of both the service provider and the client, along with the effective date of the agreement. Use the entity names as they appear on corporate registration documents.","Confirm the client's legal entity name in writing before signing — a subsidiary, parent, or related company may be the correct contracting party, which affects where you can enforce payment.",{"step":346,"title":347,"description":348,"tip":349},2,"Complete Schedule A — scope of work and deliverables","List every deliverable with a measurable description, and explicitly state what is not included. For each deliverable, define the acceptance criteria — the objective standard against which the client will review it.","If you cannot describe a deliverable in one specific sentence, it is not defined precisely enough. Vague scope is the single biggest source of project disputes.",{"step":351,"title":352,"description":353,"tip":354},3,"Build Schedule B — milestones and timeline","Map each deliverable to a calendar date or a trigger event (e.g., five business days after client provides brand assets). Include a client review window — typically 5–10 business days — for each milestone.","Add a clause specifying that client delays in providing approvals, materials, or access extend the project timeline by the same number of business days — this protects you from absorbing client-caused delays.",{"step":356,"title":357,"description":358,"tip":359},4,"Complete Schedule C — fees and payment schedule","Enter the total fee or hourly rate, and tie each payment to a milestone or calendar date. Include the invoicing frequency, payment due date (Net 15 or Net 30 is standard), and the late-payment interest rate.","Structure at least 20–30% of the total fee as a non-refundable deposit due at signing. This covers mobilization costs and filters out uncommitted clients before you invest significant time.",{"step":361,"title":362,"description":363,"tip":364},5,"Set the change order threshold and process","Specify how change requests are submitted, the turnaround for your cost estimate, and the minimum value that triggers a formal signed change order versus a simple email acknowledgment.","Setting a change order threshold of $250–$500 prevents administrative overhead for tiny adjustments while ensuring every material scope expansion is documented in writing.",{"step":366,"title":367,"description":368,"tip":369},6,"Tailor the IP assignment and licence language","Identify which outputs are custom deliverables (assigned to the client on full payment) and which are your pre-existing tools, templates, or methodologies (retained by you, licensed to the client). List background IP categories explicitly.","If you reuse a proprietary framework, reporting template, or software tool across multiple clients, name it specifically as background IP — a generic carve-out may not protect it.",{"step":371,"title":372,"description":373,"tip":374},7,"Set the liability cap and confirm insurance coverage","Enter the liability cap amount — typically 100% of fees paid in the prior 12 months — and confirm your professional indemnity and general liability insurance limits are at least equal to the cap.","Some enterprise clients require liability caps of 2× or 3× annual fees. Negotiate this before signing — a cap that exceeds your insurance coverage creates unhedged personal exposure.",{"step":376,"title":377,"description":378,"tip":379},8,"Execute before project kick-off","Both parties must sign the agreement and any attached schedules before the project start date and before any deposit invoice is issued. Store the fully executed copy in a secure, accessible location.","Use an e-signature tool to timestamp execution and get counterpart signatures within 24–48 hours of sending — agreements that sit unsigned for more than a week frequently lose momentum and create ambiguity about whether informal work has already begun.",[381,385,389,393,397,401],{"mistake":382,"why_it_matters":383,"fix":384},"Starting work before the agreement is signed","Work performed before signing gives the client the benefit of your effort with no contractual obligation to pay. If the engagement falls apart, you have no written basis for compensation.","Make it a firm policy that no work — including discovery, planning, or internal kick-off prep — begins until both parties have signed and the deposit invoice is paid.",{"mistake":386,"why_it_matters":387,"fix":388},"Vague scope with no explicit exclusions","A scope that says 'manage the software implementation' without listing deliverables or exclusions gives the client unlimited room to expand expectations. Every additional request becomes a credibility dispute rather than a change order.","Write each deliverable as a specific, measurable output and add an exclusions section listing at least three to five things the engagement does not include.",{"mistake":390,"why_it_matters":391,"fix":392},"No client review deadline in the milestone clause","Without a contractual review window and a deemed-acceptance provision, a client who delays approvals for weeks can hold milestone payments hostage while the project falls behind schedule.","Add a clause stating that deliverables not rejected in writing within 10 business days of submission are deemed accepted, and that client review delays extend the project timeline accordingly.",{"mistake":394,"why_it_matters":395,"fix":396},"Linking all payment to final delivery","A single end-of-project payment creates cash flow risk for the provider across the entire engagement and gives the client maximum leverage to dispute payment at the finish line.","Tie at least 30–40% of the total fee to interim milestones, with a deposit of 20–30% due at signing. Reserve no more than 20% for final delivery sign-off.",{"mistake":398,"why_it_matters":399,"fix":400},"Omitting a liability cap","Without a contractual cap, a project manager faces unlimited liability for a client's downstream losses — lost revenue, missed deadlines, or regulatory fines — that can vastly exceed the project fee.","Include a limitation of liability clause capping total exposure at 100% of fees paid and excluding consequential, indirect, and punitive damages.",{"mistake":402,"why_it_matters":403,"fix":404},"No change order clause or informal approval process","Allowing changes via email or verbal instruction creates fee disputes at project close when the client denies authorizing additional work or refuses to pay for effort beyond the original scope.","Require a signed written change order for any scope, timeline, or fee adjustment above a defined threshold. Stop work on the change until the order is executed.",[406,409,412,415,418,421,424,427,430],{"question":407,"answer":408},"What is a project management template?","A project management template is a binding agreement — sometimes called a project management agreement or project contract — between a project manager or agency and a client that defines the scope of work, deliverables, milestones, payment schedule, change control process, and each party's legal obligations for a defined engagement. It transforms an informal project understanding into an enforceable document that protects both parties if expectations diverge.\n",{"question":410,"answer":411},"What should a project management agreement include?","At minimum: legal names of both parties, scope of work with specific deliverables and exclusions, project timeline and milestone dates, fee and payment schedule, change order process, acceptance criteria, intellectual property ownership, confidentiality obligations, limitation of liability, and termination conditions. Missing any of these creates gaps that courts fill with jurisdiction-specific defaults — typically more favorable to the client.\n",{"question":413,"answer":414},"Is a project management agreement legally binding?","Yes — a signed project management agreement is generally enforceable as a contract in most jurisdictions when it identifies the parties, states the agreed services and fees, and is executed by authorized signatories. It creates enforceable payment obligations, IP assignment rights, and confidentiality duties. Consider having a lawyer review the agreement for complex or high-value engagements.\n",{"question":416,"answer":417},"What is a change order and why does the agreement need one?","A change order is a written amendment authorizing work, cost, or timeline adjustments outside the original scope. Without a change order clause, scope expansions become credibility disputes — the client claims it was included in the original scope; the project manager claims it was additional. A signed change order creates a clear paper trail and prevents uncompensated work.\n",{"question":419,"answer":420},"Who owns the IP created during a managed project?","Ownership depends on what the agreement says. A well-drafted project management template assigns custom deliverables to the client upon full payment, while the project manager retains pre-existing tools, templates, and methodologies. Without an explicit IP clause, default rules vary by jurisdiction — in the US and UK, the creator often retains copyright unless it is expressly assigned.\n",{"question":422,"answer":423},"What is a deemed-acceptance clause and why does it matter?","A deemed-acceptance clause states that if the client does not reject a deliverable in writing within a specified review window — typically 5–10 business days — the deliverable is automatically considered accepted. Without it, a client who simply ignores a submission can delay milestone payments indefinitely, creating cash flow risk for the project manager with no contractual remedy.\n",{"question":425,"answer":426},"Do I need a separate NDA or does the project agreement cover confidentiality?","A project management agreement with a mutual confidentiality clause typically provides sufficient protection for most engagements. A separate NDA is advisable when confidential information is exchanged before the project agreement is signed — during initial scoping or proposal discussions — or when the client's legal team requires a standalone NDA as part of their vendor onboarding process.\n",{"question":428,"answer":429},"How should liability be limited in a project management contract?","The project manager's total liability is typically capped at 100% of fees paid in the prior 12 months, with consequential, indirect, and punitive damages excluded entirely. Some enterprise clients negotiate caps of 2× or 3× total fees. The cap should be at least equal to the project manager's professional indemnity insurance limit — otherwise the gap between the contractual exposure and the insurance coverage is borne personally.\n",{"question":431,"answer":432},"What notice period should a project management agreement include for termination?","Thirty days is the most common notice period for professional services project agreements. For longer multi-phase projects, 45–60 days gives both parties time to wind down responsibly. The agreement should also state that all fees earned through the termination date are payable immediately, and that the project manager will deliver all completed work product within 10 business days of the termination effective date.\n",[434,438,442,446],{"industry":435,"icon_asset_id":436,"specifics":437},"Information Technology","industry-saas","Sprint-based deliverable cycles, acceptance testing protocols, software handoff and documentation requirements, and liability limitations tied to system uptime and data integrity.",{"industry":439,"icon_asset_id":440,"specifics":441},"Construction and Engineering","industry-construction","Progress billing tied to construction draws, subcontractor coordination obligations, change orders for unforeseen site conditions, and lien-waiver integration.",{"industry":443,"icon_asset_id":444,"specifics":445},"Marketing and Creative Services","industry-marketing","Campaign deliverable schedules, revision limits per asset, third-party media spend pass-through terms, and IP assignment covering brand assets and creative output.",{"industry":447,"icon_asset_id":448,"specifics":449},"Professional Services and Consulting","industry-professional-services","Outcome-based milestones rather than time-and-materials billing, knowledge transfer obligations at project close, and confidentiality covering client business strategy and financial data.",[451,453,456,459],{"vs":88,"vs_template_id":227,"summary":452},"An independent contractor agreement governs the relationship between a business and a self-employed individual performing ongoing or recurring work — it defines the worker's status, rate, and general obligations. A project management agreement governs a specific, time-bound project with defined deliverables, milestones, and a structured change order process. Use the contractor agreement for flexible ongoing engagements; use the project agreement when the scope, timeline, and outputs are fixed in advance.",{"vs":242,"vs_template_id":454,"summary":455},"consulting-agreement-D12786","A consulting agreement covers the provision of advice, analysis, or recommendations — the consultant delivers expertise, not a tangible output. A project management agreement obligates the provider to deliver specific outputs, manage a timeline, and coordinate resources to achieve a defined end state. If you are being paid for your thinking, use a consulting agreement; if you are being paid to produce and deliver something, use a project management agreement.",{"vs":238,"vs_template_id":457,"summary":458},"service-level-agreement-sla-D13284","A service level agreement governs ongoing, repeating service delivery — uptime targets, response times, and performance metrics over a continuous period. A project management agreement governs a discrete engagement with a defined start, end, and milestone structure. Use the SLA for managed services or retainer arrangements; use the project agreement for one-time or phase-based projects with a clear completion point.",{"vs":234,"vs_template_id":460,"summary":461},"software-development-agreement-D12755","A software development agreement is tailored specifically to the development and delivery of software — it adds source code ownership, version control, warranty obligations, and defect-resolution periods that general project management agreements do not include. If the project is a software build, use the software development agreement. If the project involves managing a broader initiative that includes but is not limited to software, the project management template is the right starting point.",{"use_template":463,"template_plus_review":467,"custom_drafted":471},{"best_for":464,"cost":465,"time":466},"Freelance project managers and small agencies running standard client engagements with fees under $50K","Free","30–60 minutes",{"best_for":468,"cost":469,"time":470},"Projects above $50K, multi-phase engagements, or clients in regulated industries with their own legal review process","$300–$800","2–5 days",{"best_for":472,"cost":473,"time":474},"Enterprise clients, government contracts, cross-border projects, or engagements where IP ownership is commercially critical","$1,500–$5,000+","1–3 weeks",[476,481,486,491],{"code":477,"name":478,"flag_asset_id":479,"note":480},"us","United States","flag-us","Contract law governing project agreements is primarily state-level, with significant variation in how courts interpret limitation-of-liability and consequential-damage exclusions. California courts scrutinize broad liability waivers and may narrow them even when signed. Non-compete provisions embedded in project agreements are unenforceable in California and several other states. Federal procurement projects have mandatory FAR clauses that override private agreement terms.",{"code":482,"name":483,"flag_asset_id":484,"note":485},"ca","Canada","flag-ca","Common-law provinces (Ontario, BC, Alberta) apply contract principles similar to the US, but courts may imply a duty of good faith performance that limits how aggressively a party can invoke termination or penalty clauses. Quebec is a civil-law jurisdiction — contracts are interpreted under the Civil Code of Quebec, which imposes different rules on limitation-of-liability clauses and requires French-language contracts for provincially regulated entities. GST/HST must be accounted for in fee schedules.",{"code":487,"name":488,"flag_asset_id":489,"note":490},"uk","United Kingdom","flag-uk","The Unfair Contract Terms Act 1977 and the Consumer Rights Act 2015 limit the enforceability of exclusion and limitation-of-liability clauses — they must satisfy a 'reasonableness' test. IR35 rules may apply if a project manager operates through a personal service company. The Late Payment of Commercial Debts (Interest) Act 1998 automatically entitles service providers to statutory interest on overdue invoices, even without a contractual late-fee clause.",{"code":492,"name":493,"flag_asset_id":494,"note":495},"eu","European Union","flag-eu","EU member states apply national contract law, but several common principles apply broadly. GDPR obligations arise whenever the project involves processing personal data on behalf of the client — a data processing agreement is typically required alongside the project contract. The EU Late Payment Directive (2011/7/EU) entitles businesses to statutory interest after 30 days on B2B transactions. IP assignment must be explicit and specific under German, French, and Dutch copyright law — a general assignment clause may not transfer all rights without naming them.",[227,243,235,239,497,246,498,499,500,501,502,503],"non-disclosure-agreement-nda-D12692","service-agreement-D12711","statement-of-work-D12981","project-proposal-D12775","status-report-D13043","sales-invoice-D383","change-order-D13613",{"emit_how_to":192,"emit_defined_term":192},{"primary_folder":111,"secondary_folder":506,"document_type":507,"industry":508,"business_stage":509,"tags":510,"confidence":515},"services-and-consulting","agreement","general","all-stages",[511,512,513,514],"project-management","contract","services-agreement","scope-of-work",0.95,"\u003Ch2>What is a Project Management Template?\u003C/h2>\n\u003Cp>A \u003Cstrong>Project Management Template\u003C/strong> is a binding agreement between a project manager or service provider and a client that establishes the legal and operational framework for a defined project engagement. It sets out the scope of work and deliverables, project timeline and milestones, fee and payment schedule, change order process, acceptance criteria, intellectual property ownership, confidentiality obligations, and termination conditions — converting an informal project understanding into an enforceable contract that governs the engagement from kick-off through final delivery. Unlike a simple statement of work or an offer letter, a properly drafted project management agreement creates reciprocal obligations on both parties and provides a clear mechanism for resolving the disputes — scope creep, delayed approvals, withheld payments — that derail most projects.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a signed project management agreement, you are exposed from the moment work begins. Clients add requirements beyond what was discussed, dispute whether verbal approvals counted, delay milestone sign-offs to extend payment timelines, and walk away from completed work claiming it did not meet expectations that were never defined in writing. The consequences are concrete: uncompensated work, cash flow gaps, and no legal basis to pursue payment for effort the client verbally authorized but refuses to acknowledge. A well-structured project agreement closes each of these gaps before the project starts — defining what you will deliver, when the client must respond, how changes get priced and approved, and exactly what happens if either party wants to exit. For project managers and agencies, it is the single document that separates professional engagements from costly misunderstandings.\u003C/p>\n",1781185946819]