Independent Consulting Scope of Work

Independent Consulting

Scope of Work
Use this template to specify the scope of services you intend to
provide your client.

© 2018 MBO Partners, Inc.

 Independent Consulting Scope of Work

TABLE OF CONTENTS

1. Introduction and General Information ............................................... 1

2. Project Information ............................................................................. 3

3. Project Cost ......................................................................................... 5

4. SOW Acceptance and Authorization ................................................. 7

 Independent Consulting Scope of Work

1. INTRODUCTION AND GENERAL INFORMATION

This Scope of Work (the “SOW”) is entered into on [Enter SOW execution date], between
[Enter your name or your business’s name.] and [Enter the legal company name of
client.] (“Client”).

TERMINOLOGY AND ACRONYMS

The following defined terms and/or acronyms shall apply to work performed by the
Supplier under this SOW.

“Supplier” represents the individual or entity engaged to deliver the services defined in
this SOW.

“Client” represents the organization that will engage with Supplier for the delivery of
services defined herein.

“Project” represents the full scope of work that the Supplier will perform for Client under
the terms of this SOW.

“Client Manager” represents the individual within Client who is responsible for approving
Supplier’s work product.

CLIENT INFORMATION

Client Company Name: [Enter the legal company name of Client.]

Client Manager Name: [Enter the name of the manager to whom Supplier will report.]

Client Manager Title: [Enter the title.]

Client Manager Phone: [Enter the phone number.]

Client Manager Email: [Enter the email address.]

SUPPLIER AUTONOMY STATEMENT

Supplier is an independent services provider and not an employee of Client. Supplier will
have exclusive control over the means, method, and details of fulfilling Supplier’s
obligations as defined in this SOW, including the sole responsibility of managing the
delivery of all services and deliverable associated with this Project.

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 Independent Consulting Scope of Work

Further, Supplier will ensure that all applicable terms and conditions of this SOW are
communicated to, understood by, and complied with by all Supplier resources assigned
to this Project.

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 Independent Consulting Scope of Work

2. PROJECT INFORMATION

PROJECT OVERVIEW

PROJECT NAME
[Enter the name of the Project here.]

PROJECT PURPOSE
[Use this section to state the overall purpose of the Project. Why does Client need
Supplier’s services? Why did Client select Supplier?]

PROJECT SUMMARY DESCRIPTION

[Provide a BRIEF Project summary here. A detailed description of the Project’s services
and deliverables are requested later in this SOW.]

PROJECT PAYMENT TYPE

[Enter how Supplier will be paid for this project (e.g., hourly, daily, by milestone, upon
completion, etc.]

PROJECT DURATION
The project is expected to begin on [Start Date] and end on [End date].

WORK LOCATION
The majority of the work associated with this Project shall be conducted at [Enter the
address where Supplier will work, including the city and state.] The percentage of time
that Supplier will be on-site at a Client facility in the execution of the deliverables
associated with this Project is approximately [Enter the percentage of time that Supplier
will be on-site during this Project.].

DESCRIPTION OF SERVICES
Supplier agrees to provide the following services (“Services”) to Client:

[Use this space to provide a detailed list and description of all the services Supplier will
be proving to Client as part of this Project.]

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 Independent Consulting Scope of Work

ROLES AND RESPONSIBILITIES

Supplier will provide the following qualifications and skills to perform the Services:

[List the roles of all individuals who will be assigned to the Project for Supplier and the
number of individuals who will be assigned to that role, one per line. Do not list specific
names. E.g., “Online application developers (3)” or “Documentation specialist (1).”]

DELIVERABLES
Supplier will provide the Services described to develop and produce the following
deliverables (collectively, the “Deliverables”):

[List and describe in detail all deliverables associated with the Project. If Supplier and
Client have agreed to deadlines for each deliverable, include them as well. You may also
indicate that the deliverables are listed in a separate attachment if appropriate (and
embed the attachment into this SOW document).]

STATUS REPORTS
Supplier will provide periodic status reports via email. Each status report will indicate
progress on each Deliverable and identify issues or concerns that may impact the
successful completion of milestones adherent to specified deadlines.

Supplier will provide a status report to [Enter the Client Manager’s whole name.] at [Enter
the Client Manager’s email address.] [Enter the status report schedule here. For
example, you may enter something like “every Monday by 10:00 a.m.” or “upon
completion of each deliverable.”].

ACCEPTANCE CRITERIA
Services performed by Supplier will be communicated to the Client Manager. Acceptance
will occur when the following criteria have been met:

[List and describe in detail the acceptance criteria associated with the Project.]

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 Independent Consulting Scope of Work

3. PROJECT COST
Supplier and Client agree to the following costs and expenses associated with the
successful delivery of the Project as defined in this SOW.

FEES
Supplier’s fees for the Project will be based on [Select the appropriate fee structure.].
Specific fees are indicated in the table(s) below. [Complete the appropriate table or tables
below. Add or delete additional rows as necessary. Delete unused tables entirely. You
may also indicate that the Project fees are listed in a separate attachment if appropriate
(and embed the attachment into this SOW document).]

TIME AND MATERIALS

The Time and Materials fees for the Project are as follows:

Worker Name Role/Title Rate Pay Type Units Cost Estimate

(Hourly, Daily, etc)

SUBTOTAL:

MILESTONES
The Milestones fees for the Project are as follows: [In the table below, include
deliverables and fixed-rate costs for items such as equipment. Also include hourly rates
for employee time and services.

Deadline Cost
Milestone/Deliverable Description
(If Known) Estimate
[Date]
[Date]
[Date]

SUBTOTAL:

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 Independent Consulting Scope of Work

EXPENSES/REIMBURSEMENT
Listed below are the expected business expenses to be incurred in the course of
delivering the services outlined in this SOW.

Category Cost
(Travel, Lodging, etc.) Estimate

SUBTOTAL:

TOTAL COST
Cost
Estimate
Time and Materials
Milestones
Expenses

TOTAL:

SOW CHANGE CONTROL

CHANGE PROCESS
The project and SOW may require changes in the Services at any time prior to
completion. If any such change results in Supplier’s request for additional compensation,
such claim must be in writing and must be submitted to within 10 days after request for
the change that gives rise to the claim. Supplier will not submit to any costs incurred
during the performance of this Agreement unless it has specifically ordered changes to
the Services in writing.

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 Independent Consulting Scope of Work

4. SOW ACCEPTANCE AND AUTHORIZATION

IN WITNESS WHEREOF, the parties hereto each acting with proper authority have
executed this Statement of Work, under seal.

[Enter Client’s full company name.] [Enter your name or business’s name.]
Company name

Full name Full name

Title Title

Signature Signature

Date Date

Note: Once complete, we recommend that you save this document as a PDF file
before sending it to your client.

This Scope of Work template has been provided free of charge as a resource
to the independent workforce by MBO Partners.

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