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Statement of Work

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Statement of Work

[Company Name]
[Company Address]
[City, ST ZIP Code]

SOW [000] for Agreement to Perform Consulting


Services to [Client Name]
Date

Services Performed By:


[Company Name]
[Company Address]
[City, ST ZIP Code]

Services Performed For:


[Client Name]
[Client Address]
[City, ST ZIP Code]

Placeholders for your content that appear in the paragraph text are shown in red and will
change to the default text color when you add your content. Information that repeats in the
document (such as client name) will be updated in all locations when you add or edit it once.
The text provided is sample SOW text that you can edit as applicable for your business.
Note: to delete any tip, such as this one, just click the tip text and then press the spacebar.

This Statement of Work (SOW) is issued pursuant to the Consultant Services Master
Agreement between [Client Name] (Client) and [Company Name] (Contractor),
effective

(the Agreement). This SOW is subject to the terms

and conditions contained in the Agreement between the parties and is made a part
thereof. Any term not otherwise defined herein shall have the meaning specified in the
Agreement. In the event of any conflict or inconsistency between the terms of this SOW
and the terms of this Agreement, the terms of this SOW shall govern and prevail.

This SOW # [000] (hereinafter called the SOW), effective as of

is entered into by and between Contractor and Client, and is subject to the terms and
conditions specified below. The Exhibit(s) to this SOW, if any, shall be deemed to be a
part hereof. In the event of any inconsistencies between the terms of the body of this
SOW and the terms of the Exhibit(s) hereto, the terms of the body of this SOW shall
prevail.

Statement of Work for [Client Name]

Period of Performance
The Services shall commence on

, and shall continue through

Engagement Resources
List names of resources and any key information about each.

Scope of Work
Contractor shall provide the Services and Deliverable(s) as follows:

Describe services and/or deliverables included in this SOW.

Deliverable Materials
If this is an SOW for deliverable work product, describe deliverables here. If this is an SOW for
services that do not include specific deliverables, you might want to include a statement such
as There are no formal deliverables or work products defined in association with these
services.

Contractor Responsibilities
Define contractor responsibilities.

Client Responsibilities
Define client responsibilities.

Statement of Work for [Client Name]

Fee Schedule
This engagement will be conducted on a Time & Materials basis. The total value for the
Services pursuant to this SOW shall not exceed [$000] unless otherwise agreed to by
both parties via the project change control procedure, as outlined within. A PCR will be
issued specifying the amended value.
This figure is based on [000] hours of professional services. Contractor will provide up
to [00] resources based on the following functional/rate structure.
Number of
Resources

Item Description

Hourly Rate

Number of Hours

Upon completion of this Performance Period, Contractor and Client will have the option
to renew this agreement for an additional then-stated number of hours at the thencurrent hourly rate for those resources identified.
Bill To Address

Client Project Manager

Client Cost Center

[Client Address]
[City, ST ZIP Code]

[Project Manager Name]

[Cost Center Number]

Out-of-Pocket Expenses / Invoice Procedures


Client will be invoiced monthly for the consulting services and T&L expenses. Standard
Contractor invoicing is assumed to be acceptable. Invoices are due upon receipt.
Client will be invoiced all costs associated with out-of-pocket expenses (including,
without limitation, costs and expenses associated with meals, lodging, local
transportation and any other applicable business expenses) listed on the invoice as a
separate line item. Reimbursement for out-of-pocket expenses in connection with
performance of this SOW, when authorized and up to the limits set forth in this SOW,
shall be in accordance with Clients then-current published policies governing travel
and associated business expenses, which information shall be provided by the Client
Project Manager. The limit of reimbursable expenses pursuant to this SOW is estimated
to be 15% of the fees unless otherwise authorized in writing and agreed to by both
parties via the project change control procedure outlined within.

Statement of Work for [Client Name]

Invoices shall be submitted monthly in arrears, referencing this Clients SOW Number
to the address indicated above. Each invoice will reflect charges for the time period
being billed and cumulative figures for previous periods. Terms of payment for each
invoice are due upon receipt by Client of a proper invoice. Contractor shall provide
Client with sufficient details to support its invoices, including time sheets for services
performed and expense receipts and justifications for authorized expenses, unless
otherwise agreed to by the parties. Payments for services invoiced that are not received
within 30-days from date of invoice will be subject to a 5% penalty per calendar month.

Completion Criteria
Contractor shall have fulfilled its obligations when any one of the following first occurs:

Contractor accomplishes the Contractor activities described within this SOW,

including delivery to Client of the materials listed in the Section entitled


Deliverable Materials, and Client accepts such activities and materials without
unreasonable objections. No response from Client within 2-business days of
deliverables being delivered by Contractor is deemed acceptance.
Contractor and/or Client has the right to cancel services or deliverables not yet
provided with [20] business days advance written notice to the other party.

Assumptions
List any assumptions that are specific to this project.

Project Change Control Procedure


The following process will be followed if a change to this SOW is required:

A Project Change Request (PCR) will be the vehicle for communicating change. The

PCR must describe the change, the rationale for the change, and the effect the
change will have on the project.
The designated Project Manager of the requesting party (Contractor or Client) will

review the proposed change and determine whether to submit the request to the
other party.
Both Project Managers will review the proposed change and approve it for further
investigation or reject it. Contractor and Client will mutually agree upon any
charges for such investigation, if any. If the investigation is authorized, the Client
Project Managers will sign the PCR, which will constitute approval for the
investigation charges. Contractor will invoice Client for any such charges. The

Statement of Work for [Client Name]

investigation will determine the effect that the implementation of the PCR will have
on SOW price, schedule and other terms and conditions of the Agreement.
Upon completion of the investigation, both parties will review the impact of the

proposed change and, if mutually agreed, a Change Authorization will be executed.


A written Change Authorization and/or PCR must be signed by both parties to
authorize implementation of the investigated changes.

IN WITNESS WHEREOF, the parties hereto have caused this SOW to be effective as
of the day, month and year first written above.
[Client Name]

[Company Name]

By:
Name:

By:
Name:

Title:

Title:

Statement of Work for [Client Name]

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