Consulting SOW Template for England and Wales

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Key Requirements PROMPT example:

Consulting SOW

"I need a Consulting SOW for a 6-month digital transformation project starting January 2025, where we'll be engaging a technology consulting firm to modernize our legacy systems and train our staff on the new platform."

Document background
The Consulting Statement of Work (SOW) is essential for defining and managing consulting engagements under English and Welsh law. It is typically used when a company needs to engage external expertise for specific projects or initiatives. The document includes detailed specifications of services, deliverables, timelines, and commercial terms, serving as a reference point for project execution and management. It helps prevent scope creep, manages expectations, and provides a clear framework for measuring success and resolving disputes.
Suggested Sections

1. Parties: Identification and details of the contracting parties

2. Background: Context of the agreement and relationship between parties

3. Definitions: Key terms used throughout the document

4. Services Description: Detailed scope of consulting services to be provided

5. Timeline and Deliverables: Specific deadlines and outputs expected

6. Fees and Payment Terms: Compensation structure and payment schedule

7. Term and Termination: Duration of agreement and termination provisions

Optional Sections

1. Change Control: Process for managing changes to scope or deliverables - used for complex or long-term consulting arrangements

2. Service Levels: Specific performance metrics and standards - used when specific performance metrics need to be measured

3. Acceptance Testing: Criteria and process for accepting deliverables - used when deliverables require formal acceptance

Suggested Schedules

1. Schedule of Services: Detailed breakdown of consulting services and deliverables

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

3. Project Timeline: Detailed project plan with milestones and deadlines

4. Key Personnel: List of key consultants and their roles/responsibilities

5. Service Levels: Detailed performance metrics and measurement criteria

Authors

Alex Denne

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

Industries

Supply of Goods and Services Act 1982: Primary legislation governing service contracts, implying terms about reasonable care, skill, and timeliness in service delivery

Contracts (Rights of Third Parties) Act 1999: Legislation determining whether and how third parties can enforce terms of a contract they are not directly party to

Consumer Rights Act 2015: Legislation protecting consumer rights, applicable if consulting services are provided to individuals rather than businesses

IR35 Legislation: Tax legislation ensuring proper classification of consultants versus employees, with important implications for tax treatment

Employment Rights Act 1996: Employment law framework to consider when structuring consulting relationships to avoid creating unintended employment relationships

UK GDPR and Data Protection Act 2018: Data protection legislation governing the processing of personal data during consulting engagements

Copyright, Designs and Patents Act 1988: Intellectual property legislation governing the protection and assignment of IP rights in consulting work

Limitation Act 1980: Legislation setting time limits for bringing legal claims related to contract breaches

Unfair Contract Terms Act 1977: Legislation governing the fairness and enforceability of contract terms, particularly regarding limitation of liability clauses

Modern Slavery Act 2015: Legislation ensuring ethical business practices and prevention of modern slavery in supply chains, relevant for certain consulting engagements

Teams

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

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