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Program Management Agreement

Program Management Agreement Template for Canada

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Key Requirements PROMPT example:

Program Management Agreement

"I need a Program Management Agreement for a technology transformation project in Ontario, where we'll be engaging a service provider to manage our cloud migration program starting March 2025, with specific emphasis on data protection and cybersecurity requirements."

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Document background
The Program Management Agreement is essential for organizations requiring professional program management services for complex initiatives or transformational projects. This document is specifically designed for use in Canadian jurisdictions, incorporating both federal and provincial legal requirements. It establishes the legal and operational framework for program delivery, defining the relationship between the program management service provider and the client organization. The agreement typically includes detailed provisions for service delivery, governance structures, personnel requirements, commercial terms, and risk allocation. The Program Management Agreement is particularly valuable when organizations need external expertise to manage significant programs, ensuring clear accountability, defined deliverables, and structured oversight while maintaining compliance with Canadian legal and regulatory requirements.
Suggested Sections

1. Parties: Identification of the program manager and the client organization, including their legal status and registered addresses

2. Background: Context of the agreement, including the client's need for program management services and the program manager's expertise

3. Definitions: Defined terms used throughout the agreement, including Program, Services, Deliverables, and Key Personnel

4. Appointment and Scope: Formal appointment of the program manager and overview of the program management services to be provided

5. Program Manager's Obligations: Detailed responsibilities and duties of the program manager, including reporting, coordination, and oversight requirements

6. Client's Obligations: Client's responsibilities, including provision of information, access, and resources necessary for program delivery

7. Governance: Management structure, decision-making processes, and escalation procedures

8. Personnel: Requirements for key personnel, including qualifications, replacement procedures, and minimum commitment levels

9. Fees and Payment: Fee structure, payment terms, expenses, and invoicing procedures

10. Intellectual Property: Ownership and usage rights for program materials and deliverables

11. Confidentiality: Protection and handling of confidential information from both parties

12. Term and Termination: Duration of the agreement, renewal provisions, and termination rights

13. Liability and Indemnification: Allocation of risks, limitations of liability, and indemnification obligations

14. General Provisions: Standard legal provisions including notices, amendments, governing law, and dispute resolution

Optional Sections

1. Change Management: Procedures for handling changes to program scope, timeline, or budget - include when the program is likely to undergo significant changes

2. Performance Metrics: Specific KPIs and service levels - include when quantitative performance measurement is required

3. Insurance: Specific insurance requirements - include when program involves high-risk activities or significant assets

4. Data Protection: Detailed data handling and privacy requirements - include when personal or sensitive data is involved

5. Disaster Recovery: Business continuity and disaster recovery procedures - include for critical programs

6. Compliance Requirements: Industry-specific regulatory compliance obligations - include for regulated industries

7. International Provisions: Cross-border considerations and requirements - include for international programs

8. Subcontracting: Terms for engaging and managing subcontractors - include when subcontractors will be used

Suggested Schedules

1. Schedule A - Services Description: Detailed description of program management services and deliverables

2. Schedule B - Fee Schedule: Detailed fee structure, rates, and payment milestones

3. Schedule C - Key Personnel: Names, roles, and qualifications of key team members

4. Schedule D - Governance Framework: Detailed governance structure, meeting schedules, and reporting requirements

5. Schedule E - Program Timeline: Program phases, milestones, and delivery dates

6. Schedule F - Service Levels: Performance metrics, measurement methods, and remedies

7. Appendix 1 - Report Templates: Standard templates for program reporting

8. Appendix 2 - Change Request Forms: Standard forms for requesting and documenting changes

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions













































Clauses





































Relevant Industries

Information Technology

Construction and Infrastructure

Healthcare

Financial Services

Government and Public Sector

Energy and Utilities

Manufacturing

Telecommunications

Education

Professional Services

Research and Development

Non-Profit Organizations

Relevant Teams

Legal

Operations

Program Management Office

Procurement

Risk and Compliance

Commercial

Finance

Senior Leadership

Project Delivery

Contract Administration

Relevant Roles

Program Manager

Project Director

Chief Operating Officer

Program Management Office Director

Contract Manager

Legal Counsel

Procurement Manager

Operations Director

Chief Executive Officer

Program Sponsor

Commercial Manager

Risk Manager

Delivery Manager

Portfolio Manager

Business Unit Director

Industries








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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