Client Services Proposal Questionnaire

CLIENT SERVICES PROPOSAL QUESTIONNAIRE

Parties and Recitals

Service Provider Name:   Client Name:

Effective Date:

WHEREAS, the Service Provider is engaged in providing professional services in the area(s) identified in this Questionnaire and has the experience and capacity to perform the services; and

WHEREAS, the Client seeks to retain the Service Provider to assess the Client's needs and prepare a proposal for services based on the information set forth in this Questionnaire; and

NOW, THEREFORE, the parties acknowledge that the responses provided herein will form the basis of a proposed Statement of Work and Fee Schedule. The completion of this Questionnaire does not itself constitute a binding engagement, except where explicitly set forth in a subsequent written Agreement.

Client Contact Information

Project Overview

Scope of Work (To be used in Proposal)

Provide a clear, itemized scope of work that the proposed Agreement should include. Include tasks, milestones, and acceptance criteria.

Timeline

Desired Start Date:   Estimated Completion Date:

Budget and Payment Terms

Estimated Total Budget:

Deposit Amount (if any):   Invoice Frequency:

Late Fee for Overdue Payments:

Payment Terms (substantive): Unless otherwise agreed in writing, invoices are payable within thirty (30) days of receipt. Overdue amounts shall accrue interest at the rate specified above, or the maximum rate permitted by applicable law if lower. Client shall reimburse Service Provider for reasonable expenses incurred in collection of overdue amounts.

Term and Termination

Proposed Term Start Date:   Proposed Term End Date:

Termination Notice Period (days):

Termination (substantive): Either party may terminate the resulting Agreement for material breach by the other party if such breach is not cured within the notice period specified above after written notice. Either party may terminate for convenience upon providing the notice period. Upon termination, Client shall pay for all work performed and reasonable, non-cancellable commitments incurred through the effective date of termination.

Confidentiality

Definition and Obligations: Confidential Information means non-public information disclosed by either party that is designated as confidential or that, given the nature of the information, a reasonable person would understand to be confidential. Each party shall: (a) hold Confidential Information in strict confidence; (b) use it solely to evaluate and perform the Proposal and any resulting Agreement; and (c) not disclose it to third parties except to employees, agents or contractors who have a need to know and are bound by confidentiality obligations no less protective than those set forth herein.

Exclusions: Confidential Information does not include information that: (i) is or becomes publicly known through no breach by the receiving party; (ii) is rightfully received from a third party without restriction; (iii) is independently developed by the receiving party without use of the disclosing party's Confidential Information; or (iv) is required to be disclosed by law, in which case the receiving party will provide prompt notice if permitted.

Duration: Confidentiality obligations shall survive termination of discussions and any Agreement for a period of three (3) years, or longer if otherwise specified in a subsequent Agreement.

Intellectual Property and Deliverables

Select desired IP treatment (check one):

Assign all rights in deliverables to Client upon full payment

Grant Client a perpetual, non-exclusive license to use deliverables

Service Provider retains ownership; Client granted specified usage rights

Representations and Certifications

By submitting this Questionnaire, the signatory certifies that the information provided is true, accurate, and complete to the best of their knowledge, and that they have authority to provide the information on behalf of the Client. The Client acknowledges that the Service Provider will rely on the information provided to prepare a proposal and that changes to scope, schedule or fees may be required if information proves inaccurate or incomplete.

Client Authorization to Proceed with Proposal Preparation: I authorize the Service Provider to prepare a formal proposal and Statement of Work based on the information provided.

Governing Law; Entire Agreement

Governing Law: Any resulting Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its conflicts of laws rules.

Entire Agreement: The Questionnaire, together with any subsequently executed Statement of Work and Agreement, shall constitute the entire understanding between the parties with respect to the subject matter and supersede all prior discussions, representations, or agreements, whether written or oral.

Additional Notes / Special Requirements

Billing Contact (if different from Primary Contact):

Acknowledgement

By signing below, the undersigned parties acknowledge that the information provided in this Questionnaire is complete and may be relied upon by the Service Provider in preparing a proposal. This Questionnaire is intended to facilitate the creation of a binding Agreement; it is not itself a full service Agreement except where explicitly incorporated into a signed Agreement.

Sign Now