vault backup: 2024-08-24 22:18:53
This commit is contained in:
Anton Nesterov
parent
0938fe66f4
commit
66b56010ce
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.obsidian/workspace.json
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.obsidian/workspace.json
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"templates/legal/Request for Information (RFI).md",
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"templates/legal/Non-Disclosure Agreement.md",
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"templates/legal/Statement of Work.md",
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"templates/REPORT TEMPLATE.md",
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"2024-08-24.md",
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"2024-08-24.md",
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"templates/legal/DPA-en.odt",
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"templates/legal/DPA-en.odt",
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"templates/legal/MSA-en.odt",
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"templates/legal/MSA-en.odt",
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"templates/legal/NDA-en.odt",
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"templates/legal/Untitled.md",
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"Untitled",
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"Untitled",
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88
templates/legal/Non-Disclosure Agreement.md
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88
templates/legal/Non-Disclosure Agreement.md
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IN CONSIDERATION of [Entity Name] providing to the Recipient, Proprietary Information relating to its business, including information of a confidential nature, the Recipient undertakes to [EntityName] in the following terms:
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## 1. DEFINITIONS
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For the purposes of this Agreement the following words shall, save as otherwise expressly provided, have the following meanings:
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i) [Entity Name] means Proprietary Information belonging to [Entity/Entity Name] whose registered office or usual place of business is at [Entity Address].
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ii) 'the Recipient' (also ‘The Recipient’) means [Recipient Name] whose registered office or usual place of business is at [Recipient Address].
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iii) 'Proprietary Information' means information relating to products and technology contained in but not limited to documents, drawings, models, photographs and sketches.
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## 2. CONFIDENTIALITY
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**A.** The Recipient undertakes *i)* to maintain in strict confidence and secrecy and with the same degree of care that the Recipient uses to maintain its own proprietary Information all Proprietary Information of [Entity Name] that it receives. *ii)* not to disclose or publish such Proprietary Information directly or indirectly to any other person firm or corporation and the Recipient further agrees to disclose the Proprietary Information only to those of their employees to whom it is essential to disclose the same (and to require all such employees to sign undertakings in [Entity Name’s] favour to observe these terms).
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**B.** The Recipient will procure that any of their subsidiary or associated companies to whom any of the Proprietary Information is disclosed shall be subject to the same duty of care in respect of such Proprietary Information.
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**C.** The Recipient will take all reasonable steps to ensure that all employees to whom it discloses information under sub-clause A hereof keep the knowledge imparted to them secret and confidential and in the event of any failure on the part of any employee so to do shall take all reasonable steps or such action as [Entity Name] may reasonably require to rectify or to ensure the rectification of such failure so far as such failure is capable of rectification.
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**D.** Nothing contained herein shall be construed to impose a confidentiality obligation in respect of:
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*i)* any matter appearing in public literature or otherwise within the public domain unless the entry of information in the public domain is as a result of a breach of any of the conditions contained herein or in any other agreement made between the Recipient and [Entity Name] by one of the parties hereto; or
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*ii)* any information or knowledge possessed by the party prior to disclosure to it by the other or rightfully acquired from sources other than the other party; or *iii)* any information or knowledge acquired in a bona fide arm's length transaction by the party making the disclosure.
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## 3. COPYRIGHT
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**A.** The Recipient acknowledges that it owns no copyright or other intellectual property whatsoever in any of the Proprietary Information.
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**B.** The Recipient will not delete Proprietary Information copyright or trade mark notices (if any) appearing on any document relating to the Proprietary Information supplied to it by [Entity Name] at any time.
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**C.** The Recipient will not and will use its best endeavours to ensure that its employees will not make copies in whole or in part of any Proprietary Information or any other material provided or in any way obtainable in eye-readable or machine-readable form without the prior written authority of [Entity Name] and then only for the Recipients own use and ownership of such copies shall vest in [Entity Name].
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## 4. ORAL COMMUNICATIONS
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**A.** Oral communications identified at the time of disclosure as Proprietary Information shall be protected according to the terms hereof provided that the disclosing party confirms in writing to the receiving party the Proprietary nature of the said communication within [Agreed period e.g. 7 calendar days].
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**B.** All Proprietary Information delivered by one party to the other pursuant to the agreement shall be and remain the property of [Entity Name] and all written data and any copies thereof shall be promptly returned upon written request, or destroyed at [Entity Name’s] option at any time before or after the termination of this Undertaking for any reason.
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## 5. INDEMNITY
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The Recipient shall indemnify and keep [Entity Name] harmless in respect of any losses costs claims demands and expenses of whatever nature arising as a result of a breach by the Recipient or its employees or a subsidiary or associated company of any of the provisions of this Agreement including without prejudice to the generality of the forgoing legal and other fees incurred by [Entity Name] in enforcing such obligations
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## 6. LIABILITY
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**A.** It is understood by the Recipient that the proprietary Information may relate to products or services that are under development or planned for development. [Entity Name] makes no warranties regarding the accuracy of this information. [Entity Name] accepts no responsibility for any expenses, losses or action incurred or undertaken by the Recipient as a result of the receipt of this information. It is further understood by the Recipient that [Entity Name] does not warrant or represent that it will introduce any product or service to which the Proprietary Information disclosed herein is related.
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**B.** Subject to the provisions of Sub-clause C of this Clause the liability of [Entity Name] under this Agreement for loss or damage including consequential or indirect loss or damage to the Recipient shall in no circumstances whatsoever exceed the total of any payments made by the Recipient hereunder or under the relevant Specific Agreement during the three years immediately prior to notification of any claim whether such liability arises *i)* in contract or *ii)* in tort or *iii)* for negligence or *iv)* for misrepresentation or *v)* for term of this Agreement or the relevant Specific Agreement
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**C.** The limitation of liability referred to in Sub-clause B of this clause shall not apply so as to restrict [Entity Name’s] liability for death or personal injury resulting from [Entity Name’s] negligence
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## 7. DURATION
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This Agreement shall take effect as from [Start date in dd-mon-yyyy format] and shall continue for a period of [duration of agreement] unless terminated earlier by [Entity Name] giving the Recipient not less than [Notice Period for termination].
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## 8. CONTINUING OBLIGATIONS
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Termination of this Agreement shall not relieve the Recipient from its continuing obligations under this Agreement to protect, safeguard and preserve Proprietary Information disclosed hereunder, which shall survive and continue in full force and effect
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## 9. ENTIRE UNDERSTANDING
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This Agreement contains the entire understanding relative to the protection of [Entity Name’s] Proprietary Information and supersedes all prior undertakings whether written or verbal between [Entity Name] and the Recipient and/or a subsidiary or associated company of the Recipient
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## 10. UNENFORCABILITY
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Should any provision of this Agreement be determined to be unenforceable or prohibited by any applicable law or treaty, this Agreement shall be considered severable as to such provision, which shall then be inoperative, but the remaining provisions shall be valid and binding
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## 11. NOTICE
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Any notice to be given hereunder shall be in writing and shall be delivered or sent by post to the relevant party at its registered or principal office or usual place of business and shall be deemed to have been given in the case of a notice which is delivered by hand when it is deposited at the appropriate address in the case of a notice sent by post forty-eight hours after the date on which a first class registered letter including such notice is posted
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## 12. JURISDICTION
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This Agreement shall be governed and construed and interpreted according to the [geographical jurisdiction under which this applies] and both [Entity Name] and the Recipient submit to the jurisdiction of the [legal body and/or arbitration body for the named jurisdiction]
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###Signed for and on behalf of
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For [Entity Name]
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**Full Name** ...............................................................................
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**Title**..........................................................................................
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**Signature**.................................................................................
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**Date**..........................................................................................
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For [Recipient]
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**Full Name** ...............................................................................
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**Title**..........................................................................................
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**Signature**.................................................................................
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**Date**..........................................................................................
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*[it is advisable to specify dates in dd-mon-yyyy format, which is the international standard]*
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91
templates/legal/Request for Information (RFI).md
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91
templates/legal/Request for Information (RFI).md
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### [YOUR COMPANY NAME]
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For the Provision of
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### [Product/Service Description]
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From
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### [RECIPIENT COMPANY NAME]
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Document Issued: [Date]
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*Note:*
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*Responses to this Request for Information (RFI) should be sent by email to [your email address] and received no later than [final submission date]* **recommend you use the international dd-mon-yyyy format for all dates**
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## Confidentiality
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The information in this RFI is issued in strict confidence and you may not disclose or publish the information in this RFI to any other person firm or corporation. You should also disclose the Information in this RFI only to those of your employees and/or agents and/or affiliated companies to whom it is essential to disclose the same for the purpose of responding to this RFI (and to require all such persons to sign to observe the confidentiality of this document).
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## Introduction
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State the purpose of the RFI. For example: *“[YOUR COMPANY NAME] requests information regarding your company and your products/services. Identical information will be gathered from different companies and will be used to evaluate the potential suppliers with whom we intend to subsequently transact. We will follow up the RFI process with a Request for Pricing within [TIME PERIOD] days of the final date by which all responses must be received. If you have not heard from us within 7 days from that date you may assume that your company has not been selected to proceed further in the process. We thank you for your time and diligence in responding to this RFI.”*
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## Scope of the request
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[Give a generic description of why you are issuing this RFI but call out any must haves. For example: *“[YOUR COMPANY NAME] is seeking to implement a Warehouse Management System with full support for [RFID/Whatever you have to have…”]*
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## How to respond
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Send the attached Excel spreadsheet/Questionnaire (in the format supplied) by email to [your email address].
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Specify what questions responders can ask and how they should raise them. For example: *“Queries must relate only to responses on the RFI form and should be directed to [your email address]. You may expect a reply within one working day. Please note that responses to queries may be circulated to all other recipients of this RFI.”*
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## Timeframe
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[Date] RFI Issued to all prospective suppliers.
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[Date] Responses received. After this date no questions will be answered.
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[Date] RFP issued to selected suppliers based on RFI submissions.
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[Date] Presentations by shortlisted suppliers.
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[Date] Successful supplier notified.
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## Company Background
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Give details of your company. The type of information usually provided is:
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- Date of incorporation
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- Number of staff
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- Geographical spread
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- Location of HQ
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- Location where the project will take place
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- Core product(s)
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- Annual turnover
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- Link to your website
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## Supplier Pre-requisites
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List the pre-requisites of a supplier to your business. These are typically corporate governance criteria such as: *“supplier must operate an equal opportunities programme, or supplier must have $n million of Professional Indemnity Insurance etc.”*
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You may also require suppliers to comply with specific standards e.g. ISO standards or to use specific methodologies in the area of Quality or Risk Management.
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Solution Pre-requisites
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List any pre-requisites of the solution or service you require. For example: *“solution must support internationalization and non-western character sets as it will be rolled out to multiple countries in local language/ supplier must provide French and Spanish speakers for the rollout in Europe as these are the languages of our businesses in those countries.”*
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### Form to fill in as answer to the RFI
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|Question |Answer |
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|:------------------------|:-----------------|
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|Company name |
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|Company address (HQ) |
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|Website URL
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|Date of incorporation
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|List of products and services
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|In which markets do you operate?
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|Number of employees (worldwide)
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|Turnover (prior year)
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|Stock Market EPIC
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|Contact Name and Title
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|Contact Email
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|Contact Telephone
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|Contact Address (if different from Company HQ)
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|Name and description of any products or services you provide that you feel fulfill the requirements as currently stated
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|Number of customers using any product(s) and services that match the RFI requirements *(Please provide a breakdown by country)*
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|Location of any support centre(s) you operate. Specify (by location) if this is 24 x 7.
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|What is your standard SLA response time to incidents?|
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|Please specify any standard project methodology you would utilize in an implementation for us.
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|What roles would be dedicated on the project, for example a dedicate PM/Scrum Master, Account Manager etc?
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|What directly relevant services do you provide e.g. training?
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*[Extend/amend the list above as your needs dictate]*
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118
templates/legal/Statement of Work.md
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118
templates/legal/Statement of Work.md
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**Statement of Work For:** [Client]
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**Document Created:** [Date]
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**Author:** [Author]
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**Distribution:** [Distribution List]
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**Document Revision History**
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| Revised By | Date | Comment |
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| -----------------|:--------------:|:---------------------:|
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| Initials or name | Date modified | Reason for revision |
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| Initials or name | Date modified | Reason for revision |
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| Start Date | End Date | Project Manager |
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| :---------:|:-----------:| :--------------:|
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|dd-mon-yyyy |dd-mon-yyyy | Initials |
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## Background
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*[Optional section]*
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If there is a background to this SOW that is relevant, possibly because it will be distributed to multiple stakeholders that are not aware of the work background then describe it here. For example: *“[client] has been experiencing difficulty identifying sources coming to their website, which makes it difficult to track marketing spend…”* This type of background is often a justification for rapid sign-off of the SOW as it highlights the commercial imperative of the recipient of the work.
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## Objectives
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State the high-level business objectives and proposed solution so that the two marry up, with the solution an explanation of how the objectives will be met. For example: *“to implement [solution] by [development steps] so that [objectives] can be met in a timely and efficient fashion.*
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## Project Scope
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### High-Level Requirements
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List the requirements that must be satisfied in order for the project’s goals to be realised.
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| Requirement | Comment | |
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| ------------- | --------------------------------- | --- |
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| Requirement A | Delivery of A enables B to happen | |
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| Etc. | Etc. | |
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| | | |
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### Milestones and Deliverables
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*List the major project milestones and the deliverables from them*
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| Milestone | Deliverable |
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| ------------- |---------------------------------|
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|Milestone A |Deliverable 1 |
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|Milestone B |Deliverable 2 |
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|Milestone C |Deliverable 3 |
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|Etc. |Etc. |
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### Project Plan
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#### Timeline
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Lay out the timeline for delivery at a high level. It is generally wise not to commit to dates, only to durations in a SOW, as delays in approval often occur with the deadline not shifting accordingly.
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1. Wk 1
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- a. Kick off session
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- b. GAP Analysis
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2. Wk 2
|
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- a. Deliver detailed technical spec for sign off
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- b. Deliver database schema
|
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3. Etc.
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## Risks and Assumptions
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### Risk Analysis
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|
If you are creating a sophisticated SOW you may have a separate Risk Register. <u>Do not link to it</u>, instead call out the risks in a table with the column headings below:
|
||||||
|
|
||||||
|
**Risk Id** – A unique identification number [can be used to identify and track the risk in the risk register if one is in use].
|
||||||
|
|
||||||
|
**Category** –Is the risk financial (cost and/or revenue), regulatory or compliance, timeline, resource, environment, or some other key category? Categorising risks groups them and aligns them with stakeholders who are best placed to assess/mitigate and stakeholders for whom the risk is greatest.
|
||||||
|
|
||||||
|
**Description** – Describe the potential risk. For instance: Item A cannot be completed until Item B has been purchased but approval is not yet forthcoming and there is a delivery lead time, or Item A requires resources that have not been identified and the project is currently resource constrained.
|
||||||
|
|
||||||
|
**Potential Impact** – A quantitative rating of the potential impact on the project if the risk should materialize. Impact in a Risk Register should be scored on a scale of 1 – 10 with 10 being the highest impact.
|
||||||
|
|
||||||
|
### Assumptions
|
||||||
|
List all of the assumptions that are being made. For example: *“to successfully meet its goals in a timely manner with benefits reflected in the current financial year, all parties have signed-off the budget and the project will begin on the scheduled start date.”*
|
||||||
|
|
||||||
|
## Pricing
|
||||||
|
List the price, stating clearly:
|
||||||
|
|
||||||
|
1. Currency (don’t get paid in Canadian dollars when you meant US dollars!)
|
||||||
|
2. Amount
|
||||||
|
3. Payment Terms (including any staged/milestone payments)
|
||||||
|
4. If price is Fixed or Time and Materials. If the latter, then specify that there is a Rate Card in the Appendix and put it there.
|
||||||
|
|
||||||
|
## Approval
|
||||||
|
*This Statement of Work has been reviewed and accepted by the following people, as indicated by signature below:*
|
||||||
|
|
||||||
|
[List all individuals whose signature is required, along with their titles and/or roles on the project. As a general rule, try not to put all the text of an Approval section on a page by itself and always place it immediately beneath the pricing information.]
|
||||||
|
|
||||||
|
**Full Name** ...............................................................................
|
||||||
|
|
||||||
|
**Title**..........................................................................................
|
||||||
|
|
||||||
|
**Signature**.................................................................................
|
||||||
|
|
||||||
|
**Date**..........................................................................................
|
||||||
|
|
||||||
|
--
|
||||||
|
|
||||||
|
**Full Name** ...............................................................................
|
||||||
|
|
||||||
|
**Title**..........................................................................................
|
||||||
|
|
||||||
|
**Signature**.................................................................................
|
||||||
|
|
||||||
|
**Date**..........................................................................................
|
||||||
|
|
||||||
|
*[it is advisable to specify dates in dd-mon-yyyy format, which is the international standard]*
|
||||||
|
|
||||||
|
## APPENDIX A - REFERENCES
|
||||||
|
Include the relevant text of any documents referenced in this SOW (for example a Rate Card if T&M). <u>Do not link to documents outside of the physical SOW</u> as this document forms the basis for a contractual agreement and should therefore be complete in itself.
|
||||||
|
|
||||||
|
## APPENDIX B - GLOSSARY
|
||||||
|
| Term | Definition |
|
||||||
|
| ------------------------|----------------------------------|
|
||||||
|
|Term used in the document|Its definition in lay terms |
|
||||||
|
|Etc. |Etc. |
|
||||||
Loading…
Reference in a new issue