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Outriggers Business Services Agreement

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OUTRIGGERS BUSINESS SERVICES AGREEMENT

This Business Services Agreement (the "Agreement") is made effective as of by and between Service Provider Name: with a principal business address at

and Client Name: with a principal business address at

WHEREAS

WHEREAS, Service Provider is engaged in the business of providing business advisory, operations optimization and marketing services and possesses the skills, personnel and resources necessary to perform such services;

WHEREAS, Client desires to retain Service Provider to provide certain services under the terms and conditions set forth in this Agreement, and Service Provider agrees to perform such services on the terms set forth herein;

NOW, THEREFORE, in consideration of the mutual covenants and agreements contained herein, the parties agree as follows:

1. Scope of Work

Service Provider shall perform the services described below (the "Services"). Service Provider will furnish qualified personnel, materials and equipment as required to perform the Services in a professional and workmanlike manner in accordance with industry standards.

2. Payment Terms

Client shall pay Service Provider the fees described below for the Services. All fees are due in United States Dollars unless otherwise agreed in writing.

Late payments shall accrue interest at the lesser of (i) or (ii) the maximum rate permitted by applicable law. Client shall also be responsible for any collection costs and reasonable attorneys' fees incurred by Service Provider in collecting overdue amounts.

Service Provider will be reimbursed for reasonable out-of-pocket expenses incurred in connection with performance of the Services in accordance with Client's reimbursement policies and subject to prior approval where required.

3. Term and Termination

The term of this Agreement shall commence on the Start Date: and continue until the End Date: unless earlier terminated in accordance with this Section.

Either party may terminate this Agreement for convenience upon days' prior written notice to the other party. Either party may terminate immediately for material breach by the other party that remains uncured for a period of thirty (30) days following written notice of such breach, or immediately for insolvency, bankruptcy or assignment for the benefit of creditors.

Upon termination for any reason, Client shall pay Service Provider for all Services performed and documented expenses incurred through the effective date of termination. Sections relating to Confidentiality, Indemnification, Limitation of Liability and Governing Law shall survive termination.

This Agreement shall automatically renew for successive periods of the same duration unless either party gives written notice of non-renewal at least days prior to the end of the then-current term.

4. Confidentiality

"Confidential Information" means all non-public information disclosed by one party (the "Disclosing Party") to the other (the "Receiving Party"), whether disclosed orally, in writing, or by inspection, that is designated as confidential or that a reasonable person would understand to be confidential given the nature of the information and the circumstances of disclosure.

The Receiving Party shall (i) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information, but no less than reasonable care; (ii) use Confidential Information solely for the performance of this Agreement; and (iii) not disclose Confidential Information to any third party except to its employees, agents or permitted subcontractors who have a need to know and who are bound by confidentiality obligations at least as restrictive as those herein.

Confidential Information shall not include information that: (a) is or becomes generally available to the public other than by a breach of this Agreement; (b) was known to the Receiving Party prior to disclosure by the Disclosing Party; (c) is rightfully received by the Receiving Party from a third party without restriction; or (d) is independently developed without use of the Disclosing Party's Confidential Information.

Upon termination or upon request of the Disclosing Party, the Receiving Party shall promptly return or destroy all materials containing Confidential Information and certify in writing that it has done so. The obligations of confidentiality shall survive for a period of years following termination of this Agreement, except that trade secrets shall remain protected as required by law.

5. Indemnification & Liability

Each party shall indemnify, defend and hold harmless the other party and its officers, directors and employees from and against any claims, liabilities, damages, losses and expenses (including reasonable attorneys' fees) arising out of the indemnifying party's negligence, willful misconduct or breach of this Agreement.

EXCEPT FOR LIABILITY ARISING FROM A PARTY'S GROSS NEGLIGENCE OR WILLFUL MISCONDUCT OR A BREACH OF CONFIDENTIALITY OR INDEMNIFICATION OBLIGATIONS, NEITHER PARTY SHALL BE LIABLE TO THE OTHER FOR CONSEQUENTIAL, INDIRECT, SPECIAL OR PUNITIVE DAMAGES, AND EACH PARTY'S AGGREGATE LIABILITY SHALL NOT EXCEED THE AMOUNTS PAID OR PAYABLE TO SERVICE PROVIDER UNDER THIS AGREEMENT DURING THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY.

6. Independent Contractor

Service Provider is an independent contractor and not an employee, partner or joint venturer of Client. Service Provider shall be solely responsible for all employment taxes, benefits and insurance for its personnel.

7. Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to its choice of law principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in that State for resolution of disputes arising under this Agreement.

8. Entire Agreement; Amendment

This Agreement, including any attached exhibits and schedules, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. This Agreement may be amended only by a written instrument signed by both parties.

9. Notices

All notices, requests, consents, claims, demands, waivers and other communications hereunder shall be in writing and delivered to the contact information set forth below and shall be deemed given when delivered personally, by nationally recognized overnight courier, or by certified mail, return receipt requested.

10. Miscellaneous

If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect. Neither party may assign its rights or delegate its obligations under this Agreement without the prior written consent of the other party, except that Service Provider may assign to an affiliated entity or in connection with a sale of substantially all its business assets.

The parties acknowledge that they have read and understand this Agreement, and that this Agreement has been negotiated by both parties and shall not be construed against either party by reason of draftsmanship.

Service Provider:

By:

Date:

Client:

By:

Date:

Enter text✕

What the Outriggers Business Services Agreement Is and When It Applies

The Outriggers Business Services Agreement is a standard commercial contract that defines the scope of services, fees, deliverables, warranties, and dispute-resolution terms between Outriggers and a client or vendor. It formalizes operational responsibilities, performance milestones, invoicing and payment schedules, confidentiality obligations, and termination conditions. The agreement can be used for project-based engagements, ongoing managed services, or consulting retainers. Parties should confirm governing law, signature authority, and any required attachments or exhibits before execution to ensure the document accurately reflects negotiated business terms.

Why a Clear Agreement Matters for Business Services

A concise, properly completed agreement reduces disputes, clarifies payment terms, and sets measurable performance expectations. Clear terms protect both parties and make enforcement or collection actions more straightforward if needed.

Why a Clear Agreement Matters for Business Services

Who Typically Prepares and Signs This Agreement

The agreement is used by firms that supply or procure professional services and by their legal, finance, and operations teams.

  • Service Providers — Small to mid-size firms providing consulting, IT, or managed services; use the agreement to document deliverables and invoicing.
  • Buyers / Clients — Corporate procurement and project managers who need defined SLAs, acceptance criteria, and payment terms.
  • Legal & Finance Teams — Review contract language, approve adjustments to liability, indemnity, and tax-related clauses.

Ensure signatory authority is documented and that internal approvers complete their reviews before signatures are requested.

Key Sections to Review in the Outriggers Business Services Agreement

These six components determine obligations, risk allocation, and how the relationship operates day to day.

Scope

Defines specific services, deliverables, milestones, and excluded activities. Precise scope reduces disputes over out-of-scope work and billing disagreements; attach exhibits or SOWs for complex projects.

Compensation

Specifies rates, billing cadence, expense reimbursement, and late payment interest. Include currency, invoicing format, payment methods, and an address or account for remittance.

Term & Termination

Sets the effective date, contract duration, renewal terms, and termination rights for convenience or for cause. Include notice windows and obligations on termination.

Confidentiality

Covers handling of trade secrets and sensitive data, permitted disclosures, and duration of confidentiality obligations. Add data processing addenda if PHI or regulated data is involved.

Liability & Indemnity

Caps on liability, exclusions for consequential damages, and indemnification procedures. Verify that caps align with negotiated commercial risk appetite.

Governing Law & Dispute Resolution

Specifies the state law governing the agreement, venue for disputes, and whether arbitration or court litigation applies; this affects enforceability and remedies.

Step-by-Step: Completing the Agreement from Draft to Signed

Follow these sequential steps to reduce errors and ensure all approvals are captured before execution.

  • 01
    Prepare Draft: Populate parties, scope, fees, and term; attach exhibits.
  • 02
    Internal Review: Legal and finance review for risk, tax, and payment compliance.
  • 03
    Client Review: Share draft with counterparty and record negotiated changes.
  • 04
    Execution: Obtain authorized signatures and distribute fully executed copies.

Digital Workflow Configuration for Online Completion

Configure a repeatable signing workflow to ensure each approver receives the document in the correct order and with required authentication.

Field Configuration
Signer Order Define sequence: internal approver → client signatory → countersignature
Authentication Use email link or SMS code; add KBA or two-factor for higher assurance
Required Fields Mark signature, date, and initial fields as required to prevent incomplete execution
Notifications Enable reminders and completion notifications to all parties

How Online Signing and Distribution Typically Works

A standard online signing flow reduces paper handling and creates an auditable record of who signed and when.

  • Upload Document: Sender uploads the final agreement to the signing platform.
  • Place Fields: Add signature, initial, date, and text fields where required.
  • Invite Signers: Enter signer emails and set signing order or provide a shared link.
  • Complete Signing: Signers authenticate, sign, and receive executed copies with audit trails.

Technical Formats and Integrations for eSubmission

The agreement can be managed in common file types and integrated with enterprise systems for tracking and storage.

  • File Formats: PDF, Word (DOCX), and HTML are supported for upload and signing.
  • Integrations: Common integrations include Salesforce, NetSuite, Microsoft 365, Google Workspace, Box, and Procore.
  • Authentication: Supports email link, SMS OTP, and advanced signer authentication on enterprise plans.

Configure the platform to preserve a complete audit trail, store signed copies in your document repository, and apply retention labels as required.

Typical Deadlines and Timing Considerations

Track execution and post-execution deadlines to preserve rights and meet performance obligations.

Effective Date:

Date entered in the agreement; obligations begin on this date.

Signature Return Window:

Set a clear deadline for returning signed copies to avoid delays.

Billing Cycle Start:

Specify when invoicing begins after acceptance or milestone completion.

Amendment Notice:

Define notice period required for unilateral changes or renewals.

Dispute Notice:

Include the timeframe to give written notice before invoking dispute resolution.

Key Risks and Potential Penalties from Errors or Omission

Breach Liability: Damages and specific performance exposure
Late Payment: Interest, collection costs
Data Exposure: Regulatory fines for PHI or PII
Tax Reporting: Backup withholding or IRS penalties
Invalid Signature: unenforceable obligations
Misrepresentation: Contract rescission risk

Common Preparation Mistakes to Avoid

  • Leaving the scope vague or omitting deliverable acceptance criteria, which leads to disputes about completion and final payment.
  • Using inconsistent party names or abbreviations across exhibits, creating identity confusion for tax and legal reviewers.
  • Failing to document the authorized signer and their position, which can result in signature challenges or delayed enforcement.
  • Neglecting to attach referenced exhibits, schedules, and SOWs so essential pricing or timelines are missing at execution.

Typical eSignature Pricing and Feature Comparison for Executing This Agreement

Compare common vendor pricing models and feature availability when selecting an eSignature provider for contract execution and recordkeeping.

signNow DocuSign Adobe Sign PandaDoc HelloSign
Starting Price $8/user/mo $15/user/mo $14/user/mo $19/user/mo $15/user/mo
Free Trial 7-day free trial Varies by plan Varies by plan Varies by plan Varies by plan
Bulk Send Yes (Business Premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA) Yes (BAA) Yes (BAA) No No

Practical Examples of How Organizations Use the Agreement

Real-world scenarios show common adaptations of the template for different operational needs.

Optica Ventures

A small investment services firm standardized the agreement to speed onboarding of vendors and consultants.

  • They added a concise SOW exhibit to avoid scope disputes.
  • After rollout, the firm reported fewer invoice disputes and clearer project acceptance criteria across engagements, reducing time spent on contract clarifications.

Martin Properties

A property management company used the template to engage maintenance contractors with fixed-price schedules.

  • They required proof of insurance and lien waivers.
  • The standardized form reduced administrative review time and ensured consistent insurance coverage and indemnity protections for building owners.

Frequently Asked Questions About Completing and Signing the Agreement

Answers to common execution and processing questions help avoid delays and ensure the signed agreement is enforceable.


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