Scope of Work Template

This Scope of Work (the “SOW”) is entered into as of [SOW Effective Date] and is incorporated into and governed by the [Master Services Agreement / Professional Services Agreement] dated [Agreement Date] between:

Service Provider: [Provider Legal Name], with an address at [Address] (“Provider”).
Client: [Client Legal Name], with an address at [Address] (“Client”).

Provider and Client may be referred to individually as a “Party” and collectively as the “Parties.”

1. Project Overview

1.1 Project Name. [Project name].
1.2 Background. [Brief context].
1.3 Objectives. [Goals and desired outcomes].
1.4 In-Scope Summary. [High-level summary of what Provider will do].

2. Deliverables

2.1 Deliverables List. Provider will deliver the following:

• Deliverable 1: [Description]

• Deliverable 2: [Description]

• Deliverable 3: [Description]
  2.2 Format and Delivery Method. Deliverables will be provided in: [Format], delivered via: [Method].
  2.3 Exclusions. The following are out of scope: [List exclusions].

3. Tasks and Work Plan

3.1 Work Activities. Provider will perform the following tasks:

• Task 1: [Description]

• Task 2: [Description]

• Task 3: [Description]
  3.2 Client Inputs. Client will provide: [Content, access, approvals].
  3.3 Dependencies. Work depends on: [Third parties, tools, approvals].
  3.4 Assumptions. This SOW assumes: [Assumptions].

4. Timeline and Milestones

4.1 Start Date. [Start date].
4.2 Target Completion Date. [End date].
4.3 Milestones.

• Milestone 1: [Description] — Target date: [Date]

• Milestone 2: [Description] — Target date: [Date]

• Milestone 3: [Description] — Target date: [Date]
  4.4 Delays. Delays caused by Client or third parties may extend timeline accordingly.

5. Acceptance Criteria

5.1 Review Period. Client will review deliverables within [] business days after delivery.
5.2 Acceptance. Deliverables are accepted when: [Acceptance criteria].
5.3 Revisions. Included revisions: [] rounds. Additional revisions may require a change request.
5.4 Deemed Acceptance. If Client does not respond within the review period, deliverables may be deemed accepted (if permitted by the governing agreement).

6. Roles and Responsibilities

6.1 Provider Team.

• Project Lead: [Name/Role]

• Team Members: [Names/Roles]
  6.2 Client Team.

• Primary Contact: [Name/Role]

• Approver: [Name/Role]
  6.3 Meetings and Communication.

• Cadence: ☐ Weekly ☐ Biweekly ☐ As needed

• Channel: [Email/Slack/Meetings]

• Status updates: [Format]

7. Fees and Expenses (Optional)

7.1 Fee Structure. ☐ Fixed fee $[] ☐ Hourly $[]/hr ☐ Retainer $[] ☐ Other: [Describe].
7.2 Payment Schedule. [Milestones, monthly invoices, etc.].
7.3 Expenses. Reimbursable expenses: ☐ None ☐ Yes (requires pre-approval over $[]).
7.4 Taxes. Taxes handled under the governing agreement.

8. Change Control

8.1 Change Requests. Changes to scope, timeline, or deliverables must be documented in writing and approved by both Parties.
8.2 Impact Assessment. Provider will evaluate change requests and provide an estimate of: added cost, timeline changes, and resource needs.
8.3 Work Start on Changes. Provider will not start changed work until approved in writing.

9. Intellectual Property (Optional)

9.1 Pre-Existing IP. Each Party retains ownership of its pre-existing materials.
9.2 Deliverable Ownership. Ownership/licensing of deliverables is governed by the main agreement.
9.3 Client Materials. Client grants Provider a license to use Client materials to perform the services.

10. Confidentiality

10.1 Confidentiality. The Parties will comply with confidentiality obligations under the governing agreement.
10.2 Sensitive Data (Optional). If Provider handles Sensitive Data, the Parties will follow applicable security requirements.

Signatures

By signing below, the Parties agree to this Scope of Work as of the SOW Effective Date.

Service Provider: [Provider Legal Name]
Authorized Signatory: [Name]
Title: [Title]
Date: [Date]
Signature: ___________________________

Client: [Client Legal Name]
Authorized Signatory: [Name]
Title: [Title]
Date: [Date]
Signature: ___________________________