Value Benefits Study Report

Value Benefits Study Report

Agreement Parties and Effective Date

Effective Date:

Recitals

WHEREAS, Client requires an independent study to quantify and document the projected financial, operational, and strategic benefits associated with a proposed initiative (the "Project"); and

WHEREAS, Consultant has the requisite experience, methodologies and personnel to perform a Value Benefits Study Report that measures baseline conditions, forecasts benefit streams, and evaluates risk and assumptions; and

WHEREAS, the parties desire to set forth the scope, deliverables, payment terms, confidentiality obligations and other material terms governing Consultant's preparation and delivery of the Value Benefits Study Report.

Scope of Work

Consultant will perform the following services and deliverables in connection with the Project. The scope includes data collection, analysis, modeling of benefits, documentation of assumptions, and presentation of findings and recommendations.

Methodology and Assumptions

Consultant will employ recognized benefit-valuation techniques including baseline establishment, incremental benefit identification, cash-flow modeling, sensitivity analysis and risk adjustment. Key assumptions used in modelling must be documented and retained as part of the report.

Findings and Quantified Benefits

Baseline metric (annual current spend / revenue / hours):

Projected annual benefit (first full year):

Net Present Value (NPV) over analysis period:    Payback period:

Deliverables and Schedule

Final Report Delivery Date:

Financial Models    Data Tables    Risk Register    Assumptions Log

Payment Terms

Total Fee:

Late Payment Fee:

Expenses: Consultant will be reimbursed for pre-approved, reasonable out-of-pocket expenses. Such expenses are payable within 30 days of invoice unless otherwise agreed in writing.

Term and Termination

Start Date:    End Date:

Either party may terminate this Agreement for convenience upon written notice to the other party delivered at least days prior to termination. Termination for cause may be effected upon material breach that remains uncured for 15 days following written notice of such breach.

Confidentiality

Each party acknowledges that during performance of this Agreement it may receive Confidential Information of the other. "Confidential Information" means non-public business, technical or financial information disclosed in any form. Each party shall: (a) use Confidential Information solely for performance or evaluation of the Project; (b) restrict disclosure to employees or consultants with need-to-know who are bound to confidentiality obligations at least as protective as those herein; and (c) take reasonable measures to protect Confidential Information from unauthorized disclosure. Confidential Information shall not include information that is publicly known through no breach by the receiving party, independently developed without use of the Confidential Information, or rightfully obtained from a third party without restriction.

Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles.

Limitation of Liability

Except for breach of confidentiality or willful misconduct, Consultant's aggregate liability to Client for any claim arising out of or relating to this Agreement shall not exceed the total fees paid to Consultant under this Agreement. In no event shall either party be liable for consequential, incidental, special or punitive damages.

Entire Agreement

This Agreement, together with any exhibits and appendices expressly incorporated herein, constitutes the entire agreement between the parties with respect to the Value Benefits Study Report and supersedes all prior and contemporaneous agreements, proposals and communications, whether oral or written. Any amendment or modification must be in writing and signed by both parties.

Assumptions, Risks and Qualifications

Acknowledgement and Certifications

By signing below, each signatory represents and warrants that he or she is authorized to bind the party for which he or she signs, that the information provided in this Value Benefits Study Report is true and accurate to the best of such party's knowledge, and that the parties agree to be bound by the terms set forth in this Agreement.

Sign Now