Project Caseplan Template

Project Caseplan Template

Recitals

WHEREAS, Client desires to engage Provider to perform the services and deliverables described in this Project Caseplan Template (the "Caseplan") for the Project Title: ; and

WHEREAS, Provider represents that it has the experience, personnel, and resources to perform the services in a professional manner consistent with industry standards; and

WHEREAS, the parties wish to set forth their mutual obligations, performance standards, payment terms, and other terms and conditions in this Caseplan to govern the work to be performed.

Scope of Work

Provider shall perform the services described below in accordance with the schedule and standards set forth herein. The scope includes all tasks, deliverables and associated coordination required to achieve the project objectives.

Objectives and Deliverables

Milestones and Schedule

The following milestones describe key completion points and associated target dates. Provider shall use commercially reasonable efforts to meet the dates below.

Target Date:

Target Date:

Target Date:

Acceptance Criteria

Deliverables will be deemed accepted when they materially conform to the agreed deliverable description and acceptance criteria set forth in this Caseplan, subject to a reasonable inspection period not to exceed the number of days specified below.

Payment Terms

In consideration for the performance of the Scope of Work, Client shall pay Provider the fees and expenses described below. All amounts are in U.S. dollars unless otherwise stated.

Late payments shall accrue interest at a rate of on the outstanding balance, or the maximum rate permitted by law, whichever is lower. Provider may suspend performance if payments are delinquent beyond days after written notice.

Term and Termination

This Caseplan commences on the Effective Date and continues until the Completion Date unless earlier terminated in accordance with this Section.

Effective Date:    Completion Date:

Either party may terminate this Caseplan for convenience upon written notice of days to the other party. Either party may terminate for material breach if the breach remains uncured for a period of days after receipt of written notice specifying the breach.

Confidentiality

Each party shall treat as confidential and not disclose to any third party any Confidential Information of the other party. "Confidential Information" includes non-public business, technical, financial and personal information and any information clearly designated as confidential or that, by its nature, ought reasonably to be treated as confidential. Confidential Information does not include information that is (i) publicly known through no breach of this Caseplan, (ii) rightfully received from a third party without obligation of confidentiality, (iii) independently developed without use of or reference to the other party's Confidential Information, or (iv) required to be disclosed by law, provided the disclosing party gives prompt notice and cooperates in any protective proceedings.

Change Control and Modifications

All changes to the Scope of Work, schedule, or fees shall be made only by written Change Order signed by authorized representatives of both parties. Change Orders shall state the effect on price, schedule, deliverables, and any other impacted terms.

Reporting and Communication

Provider shall submit progress reports to Client at the frequency selected below. Reports shall include work completed, issues, risks, and proposed corrective actions.

Weekly    Bi-weekly    Monthly    Upon Milestone Completion

Liability and Indemnification

Each party shall be liable for its negligent acts and omissions. Provider shall indemnify and hold harmless Client from third-party claims arising from Provider's gross negligence or willful misconduct in connection with the services. Except for liability arising from gross negligence, willful misconduct, or breach of confidentiality, neither party's aggregate liability under this Caseplan shall exceed the total fees paid by Client to Provider under this Caseplan.

Governing Law

This Caseplan shall be governed by and construed in accordance with the laws of the jurisdiction specified below, without regard to conflict of law principles.

Entire Agreement

This Caseplan, including all exhibits and executed Change Orders, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior and contemporaneous agreements, proposals, representations and understandings, whether written or oral. No amendment shall be effective unless in writing and signed by authorized representatives of both parties.

Notices

All notices required or permitted under this Caseplan shall be in writing and delivered to the addresses below by hand, certified mail, or overnight courier, or to such other address as either party may designate in writing.

Miscellaneous

If any provision of this Caseplan is held invalid or unenforceable, the remaining provisions will remain in full force and effect. The parties are independent contractors; nothing in this Caseplan creates a partnership, joint venture, employment, or agency relationship. Headings are for convenience only and do not affect interpretation.

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