Project Plan Survey

PROJECT PLAN SURVEY AND AGREEMENT

Client Name:    Service Provider Name:

RECITALS

WHEREAS, Client engages Service Provider to evaluate, document and propose a project plan for the initiative described in this survey and to provide professional services in accordance with the terms set forth herein; and

WHEREAS, Service Provider will collect information, analyze requirements, identify risks, produce a recommended scope with milestones and cost estimates, and prepare a deliverable Project Plan in writing; and

WHEREAS, the parties desire to record the findings of the survey, establish the scope of work and payment terms, and set the contractual terms that will govern subsequent performance and any resulting statement of work.

PROJECT OVERVIEW

SCOPE OF WORK

The Service Provider shall perform the following activities as part of the Project Plan Survey. The scope shall include data gathering, stakeholder interviews, technical and operational assessment, risk analysis, timeline and milestone definition, resource estimation, and final project plan deliverable.

MILESTONES & DELIVERABLES

Due Date:   Estimated Cost: $

Due Date:   Estimated Cost: $

Due Date:   Estimated Cost: $

PAYMENT TERMS

Total Project Fee: $.

Late Payment Fee: of overdue amount, and Client will reimburse reasonable collection costs.

Accepted Payment Methods: Invoice / ACH Credit Card Check

TERM AND TERMINATION

Term Commencement Date:   Term End Date:

Either party may terminate this Agreement for material breach not cured within days' written notice. Upon termination, Client will pay for all services performed and expenses incurred through the effective termination date.

CONFIDENTIALITY

Each party acknowledges that in the performance of this Agreement it may receive or have access to Confidential Information of the other party. Confidential Information means non-public business, technical, financial, or strategic information disclosed in writing or orally and designated as confidential or that reasonably should be understood to be confidential. Each party shall (i) use Confidential Information solely for performance under this Agreement, (ii) restrict disclosure to those employees, contractors or advisors with a need to know, and (iii) employ at least the same degree of care to protect Confidential Information as it uses for its own confidential information, but no less than a reasonable standard of care.

Confidentiality obligations do not apply to information that is or becomes publicly available without breach, is independently developed without use of Confidential Information, or is rightfully obtained from a third party without restriction.

RISK ASSESSMENT & CONSTRAINTS

Likelihood: Low Medium High

Impact: Low Medium High

ACCEPTANCE CRITERIA

GOVERNING LAW; ENTIRE AGREEMENT

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction selected by the parties. The parties hereby agree that the chosen governing law will apply to any dispute arising out of or relating to this Agreement.

Entire Agreement: This document, including any schedules or attachments incorporated by reference and any written change orders executed by both parties, constitutes the entire agreement between the parties with respect to the subject matter and supersedes all prior or contemporaneous communications, representations, or agreements, whether oral or written. Any amendment must be in writing and signed by authorized representatives of both parties.

ADDITIONAL INFORMATION

Certification: By signing below, each party certifies that the information provided in this Project Plan Survey is true and complete to the best of its knowledge, that the person signing has authority to bind the party, and that the parties agree to the terms and obligations set forth in this Agreement.

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