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Consulting Scope Of Work Template
"I need a Consulting Scope of Work Template for engaging a cybersecurity consultant who will perform a comprehensive security audit and implement new security protocols for our Australian financial services company, with the project expected to start in March 2025 and run for 6 months."
1. Parties: Identification of the consultant and the client, including full legal names, ABNs, and registered addresses
2. Background: Context of the engagement, including the client's needs and consultant's expertise
3. Definitions: Key terms used throughout the document, including Project, Services, Deliverables, etc.
4. Scope of Services: Detailed description of the consulting services to be provided
5. Deliverables: Specific outputs, materials, or results to be produced by the consultant
6. Timeline and Milestones: Project schedule, key dates, and delivery milestones
7. Fees and Payment Terms: Consulting rates, payment schedule, expenses, and invoicing requirements
8. Performance Standards: Quality requirements and acceptance criteria for deliverables
9. Consultant's Obligations: Key responsibilities, warranties, and service standards
10. Client's Obligations: Client responsibilities, including provision of information and resources
11. Intellectual Property: Ownership and rights related to project materials and deliverables
12. Confidentiality: Protection of sensitive information exchanged during the engagement
13. Term and Termination: Duration of the engagement and conditions for ending it
1. Change Management: Process for handling scope changes and variations - include for complex or long-term projects
2. Resources and Equipment: Details of specific resources or equipment to be provided - include when significant resources are required
3. Travel Requirements: Travel arrangements and related expenses - include for projects requiring on-site work or travel
4. Acceptance Testing: Detailed testing and acceptance procedures - include for technical or software consulting
5. Knowledge Transfer: Requirements for training or handover - include when knowledge transfer is critical
6. Security Requirements: Specific security protocols or clearances - include for sensitive or regulated industries
7. Business Continuity: Disaster recovery and business continuity requirements - include for critical business services
8. Insurance Requirements: Specific insurance coverage requirements - include for high-risk or regulated services
1. Schedule A - Detailed Scope of Services: Comprehensive breakdown of services, methodologies, and approaches
2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment milestones
3. Schedule C - Project Timeline: Detailed project schedule, including dependencies and critical paths
4. Schedule D - Key Personnel: Details of key consultant team members and their roles
5. Schedule E - Service Levels: Specific performance metrics and service level agreements
6. Appendix 1 - Required Reports: Templates and specifications for required project reporting
7. Appendix 2 - Client Policies: Relevant client policies and procedures to be followed
8. Appendix 3 - Technical Requirements: Detailed technical specifications or requirements
Authors
Authorised Representative
Background IP
Business Day
Client
Client Materials
Commencement Date
Confidential Information
Consultant
Consulting Services
Deliverables
Developed IP
Documentation
Expenses
Fees
Force Majeure Event
GST
Intellectual Property Rights
Key Personnel
Milestone
Project
Project Manager
Project Plan
Related Body Corporate
Reports
Schedule
Scope of Work
Services
Service Levels
Site
Special Conditions
Specifications
Statement of Work
Subcontractor
Term
Third Party Materials
Timeline
Variation
Work Product
Service Delivery
Performance Standards
Fees and Payment
Expenses
Invoicing
Term and Duration
Termination
Intellectual Property
Confidentiality
Data Protection
Warranties
Insurance
Liability and Indemnity
Force Majeure
Dispute Resolution
Variation
Assignment and Subcontracting
Non-Solicitation
Compliance with Laws
Work Health and Safety
Notices
Relationship of Parties
Key Personnel
Client Obligations
Consultant Obligations
Quality Assurance
Record Keeping
Reporting
Access and Security
Conflicts of Interest
Governing Law
GST and Taxation
Business Continuity
Acceptance Testing
Information Technology
Management Consulting
Financial Services
Healthcare
Engineering
Professional Services
Education
Manufacturing
Mining
Construction
Telecommunications
Energy and Utilities
Environmental Services
Digital Transformation
Business Advisory
Legal
Procurement
Finance
Operations
Human Resources
Project Management Office
Risk and Compliance
Commercial
Information Technology
Business Development
Strategic Planning
Supply Chain
Procurement Manager
Project Manager
Legal Counsel
Contract Administrator
Business Unit Manager
Chief Financial Officer
Operations Director
HR Manager
Commercial Manager
Chief Executive Officer
Department Head
Program Director
Vendor Manager
Risk Manager
Technical Director
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