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Master SOW
"Need a Master SOW agreement for our IT consulting firm based in Toronto, providing cloud migration services to financial institutions across Canada, with specific emphasis on data security and regulatory compliance, to be implemented by March 2025."
1. Parties: Identification of the contracting parties, including full legal names and addresses
2. Background: Context of the agreement and the business relationship between the parties
3. Definitions: Key terms used throughout the agreement and their specific meanings
4. Scope of Master Agreement: Overall framework for the relationship and how individual SOWs will operate
5. SOW Process: Procedures for proposing, approving, and executing individual SOWs
6. Service Delivery: General terms governing how services will be performed under all SOWs
7. Personnel: Requirements for service provider's staff, including qualifications and replacement
8. Fees and Payment: General payment terms, invoicing procedures, and expense policies
9. Intellectual Property: Ownership and usage rights for work products and pre-existing IP
10. Confidentiality: Protection of confidential information exchanged between parties
11. Term and Termination: Duration of the master agreement and termination provisions
12. Liability and Indemnification: Risk allocation between parties and insurance requirements
13. Dispute Resolution: Process for resolving disagreements between parties
14. General Provisions: Standard legal provisions including governing law, notices, and amendments
1. Data Protection: Detailed provisions for handling personal data, required if personal data processing is involved
2. Compliance: Specific regulatory compliance requirements, needed for regulated industries
3. Security Requirements: IT and physical security requirements, important for technology services
4. Business Continuity: Disaster recovery and business continuity requirements, crucial for critical services
5. Performance Metrics: Standard KPIs and service levels, needed if performance measurement is standardized across SOWs
6. Audit Rights: Detailed audit provisions, important for regulated industries or critical services
7. Export Control: Requirements for cross-border services or technology transfer
8. Environmental Requirements: Environmental compliance and sustainability requirements, relevant for services with environmental impact
1. Schedule A - SOW Template: Standard template for individual Statements of Work
2. Schedule B - Rate Card: Standard rates for services and personnel categories
3. Schedule C - Service Levels: Standard service levels and measurement criteria
4. Schedule D - Change Order Template: Template for documenting changes to individual SOWs
5. Schedule E - Security Policies: Detailed security requirements and procedures
6. Schedule F - Approved Subcontractors: List of pre-approved subcontractors and their approved service areas
7. Schedule G - Reports and Documentation: Required reports, formats, and documentation standards
8. Appendix 1 - Insurance Requirements: Detailed insurance coverage requirements
9. Appendix 2 - Compliance Checklist: Regulatory and policy compliance requirements
Authors
Information Technology
Professional Services
Management Consulting
Engineering Services
Business Process Outsourcing
Healthcare Services
Financial Services
Telecommunications
Manufacturing
Research and Development
Legal
Procurement
Commercial
Operations
Finance
Risk and Compliance
Business Development
Account Management
Project Management Office
Service Delivery
Legal Counsel
Procurement Manager
Contract Manager
Commercial Director
Project Manager
Operations Director
Business Development Manager
Account Executive
Risk Manager
Compliance Officer
Chief Financial Officer
Chief Operating Officer
Service Delivery Manager
Program Manager
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