Project Management BI Support Retainer

Project Management BI Support Retainer

Project Identification

Project Title:

Project Manager:    Contact Email:

Effective Date:

Scope of Work

The Service Provider shall deliver Business Intelligence (BI) support services as described below. Services include ongoing dashboard maintenance, data model updates, scheduled reporting, performance tuning, incident response, and advisory for BI roadmap activities. Specific tasks and responsibilities are set forth in the Deliverables and Milestones sections.

Standard Monthly Support Allocation: hours per month. Response time for critical incidents: . Response time for standard issues: .

Deliverables and Acceptance Criteria

The Service Provider will produce the deliverables below. Each deliverable shall include acceptance criteria and a process for formal acceptance by the Client.

Additional deliverables may be added only via written change order agreed by both parties.

Timeline & Milestones

Contract Start Date:    Contract End Date:

Target Date:

Target Date:

Target Date:

Retainer, Fees and Payments

Monthly Retainer Amount: $    Billing Frequency: .

Late Payment Fee: . Client will reimburse reasonable collection and legal costs for delinquent payments.

Client acknowledges and agrees that any work beyond the agreed retainer scope requires a mutually executed written change order specifying scope, schedule, and fees.

Confidentiality and Data Security

Each party shall treat the other party's Confidential Information as confidential and shall not disclose or use such information except as necessary to perform its obligations under this Agreement. Confidential Information includes business, technical, and any personally identifiable data provided in connection with the Services.

The Service Provider shall implement commercially reasonable administrative, physical and technical safeguards to protect Client data from unauthorized access, consistent with industry practices for BI data platforms.

Intellectual Property

Deliverables created specifically for the Client in the performance of this Agreement shall be owned by the Client upon full payment, except for pre-existing materials, tools, templates, and proprietary algorithms of the Service Provider which remain the Service Provider's exclusive property. The Service Provider grants the Client a non-exclusive, worldwide license to use the Service Provider's pre-existing materials as incorporated into the deliverables for Client's internal business purposes.

Representations, Warranties and Liability

Each party represents that it has the power and authority to enter into this Agreement. The Service Provider warrants that services will be performed in a professional and workmanlike manner consistent with industry standards. EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, THE SERVICE PROVIDER DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED.

IN NO EVENT SHALL EITHER PARTY BE LIABLE TO THE OTHER FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES. THE AGGREGATE LIABILITY OF THE SERVICE PROVIDER FOR ANY CLAIM ARISING OUT OF THIS AGREEMENT SHALL NOT EXCEED THE TOTAL AMOUNTS PAID BY THE CLIENT TO THE SERVICE PROVIDER IN THE SIX (6) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY.

Termination

Either party may terminate this Agreement for convenience upon written notice to the other party. For termination without cause, the terminating party shall provide days' notice. In the event of material breach, the non-breaching party may terminate if the breach remains uncured for days after written notice. Upon termination, Client shall pay for work performed through the effective date of termination.

Governing Law and Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of: , without regard to conflict of laws principles. The parties shall attempt to resolve disputes in good faith through negotiation before initiating litigation. If litigation is necessary, the parties consent to the exclusive jurisdiction of the courts located in the chosen state.

Miscellaneous

Entire Agreement: This Agreement, together with any written change orders, constitutes the entire agreement between the parties with respect to the subject matter herein and supersedes all prior agreements and understandings. Amendments must be in writing and signed by authorized representatives of both parties.

Assignment: Neither party may assign this Agreement without the prior written consent of the other, except to a successor in interest to substantially all of its business by merger, acquisition, or sale of assets.

Force Majeure: Neither party shall be liable for delay or failure to perform caused by events beyond its reasonable control, provided the affected party gives prompt written notice and uses commercially reasonable efforts to resume performance.

Acknowledgement

The undersigned represent and warrant that they are authorized to execute this Agreement on behalf of their respective parties and that the information provided in this document is true and accurate.

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