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Consulting SOW

Consulting SOW Template for South Africa

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Key Requirements PROMPT example:

Consulting SOW

"I need a Consulting SOW for a 6-month IT infrastructure upgrade project starting March 2025, where we'll engage a team of 3 consultants from a large consulting firm, with specific focus on data protection compliance and knowledge transfer to our internal team."

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Document background
A Consulting Statement of Work (SOW) is a critical document used to define the specific terms, conditions, and deliverables for professional consulting services in South Africa. This document type is essential when engaging external consultants or consulting firms, providing a detailed framework that outlines project scope, timelines, responsibilities, and commercial terms. The SOW must be carefully structured to comply with South African legislation, particularly regarding independent contractor status under the Labour Relations Act and data protection under POPIA. It serves as both a legal agreement and a project management tool, typically used in conjunction with a Master Services Agreement or as a standalone document for smaller engagements. The document helps prevent scope creep, establishes clear expectations, and provides a basis for measuring project success and consultant performance.
Suggested Sections

1. Parties: Identification of the consulting service provider and the client, including registration numbers and addresses

2. Background: Context of the consulting engagement and relationship between the parties

3. Definitions: Key terms used throughout the SOW, including specific project terminology

4. Scope of Services: Detailed description of the consulting services to be provided

5. Term and Timeline: Duration of the engagement and key milestone dates

6. Deliverables: Specific outputs and deliverables to be produced by the consultant

7. Fees and Payment Terms: Consulting rates, payment schedule, and invoicing requirements

8. Performance Standards: Quality standards and acceptance criteria for deliverables

9. Consultant Obligations: Key responsibilities and commitments of the consultant

10. Client Obligations: Resources, access, and support to be provided by the client

11. Intellectual Property: Ownership and rights to work products and pre-existing IP

12. Confidentiality: Protection of confidential information and trade secrets

13. Data Protection: POPIA compliance and data handling requirements

14. Termination: Conditions and process for ending the engagement

15. General Provisions: Standard legal clauses including notices, amendments, and governing law

Optional Sections

1. Non-Compete: Restrictions on competing activities, used when consultant will have access to sensitive competitive information

2. Insurance: Insurance requirements, used for high-risk or high-value consulting engagements

3. Force Majeure: Provisions for unforeseen circumstances, important for long-term engagements

4. Security Requirements: IT and physical security obligations, used when consultant requires access to secure systems or facilities

5. Knowledge Transfer: Requirements for transferring knowledge to client staff, used when building internal capability is an objective

6. Regulatory Compliance: Industry-specific compliance requirements, used in regulated sectors

7. Service Levels: Specific performance metrics and penalties, used for operational consulting roles

8. Travel Requirements: Travel arrangements and cost handling, used when engagement requires significant travel

9. Team Composition: Key personnel requirements and replacement procedures, used for team-based consulting

10. Dispute Resolution: Detailed dispute handling procedures, used for complex or high-value engagements

Suggested Schedules

1. Schedule A - Scope of Work: Detailed technical specifications of services and deliverables

2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment milestones

3. Schedule C - Project Timeline: Detailed project plan with milestones and dependencies

4. Schedule D - Key Personnel: List of approved consultant team members and their roles

5. Schedule E - Client Resources: Detailed list of client-provided resources and facilities

6. Appendix 1 - Compliance Requirements: Specific regulatory or policy compliance requirements

7. Appendix 2 - Reporting Templates: Standard formats for status reports and deliverables

8. Appendix 3 - Service Levels: Detailed service level metrics and measurement criteria

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

Management Consulting

Financial Services

Healthcare

Mining

Manufacturing

Telecommunications

Professional Services

Energy

Retail

Education

Government

Relevant Teams

Legal

Procurement

Finance

Human Resources

Project Management Office

Operations

Risk and Compliance

Commercial

Vendor Management

Relevant Roles

Procurement Manager

Legal Counsel

Project Manager

Contract Manager

Business Unit Director

Chief Financial Officer

Human Resources Director

Operations Manager

Risk Manager

Compliance Officer

Commercial Manager

Vendor Manager

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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