Legal template
Statement of Work template
A time and materials statement of work that sits under a master services agreement, with scope, deliverables, schedule, rates and acceptance. It suits consultancies and agencies scoping a defined project.
7 sections, 6 clauses, 2 tables, 1 signature block, with a cover page
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What you fill in
- [Client company]
- [Date]
- [Your company]
- [Project name]
The template, in full
1. Background
[Client company] runs weekly reporting from a SQL Server warehouse built in 2016. Refreshes now take eleven hours and finish after the Monday trading meeting. This statement of work covers migrating that warehouse to a cloud platform, rebuilding the twelve reports the trading team depends on, and handing over the pipeline to [Client company] staff.
This SOW is governed by the Master Services Agreement between the parties dated [Date]. Where the two documents conflict, the Master Services Agreement prevails.
2. Scope of services
2.1 Discovery and design. Review the existing warehouse, catalogue every table and job in use, and confirm which of the 340 objects are actually read. Produce a target model and a migration sequence agreed with the [Client company] data lead.
2.2 Pipeline build. Build ingestion for the eight source systems in scope: point of sale, ecommerce, inventory, loyalty, finance, rostering, supplier EDI and web analytics. Incremental loads, with a daily reconciliation against the source row counts.
2.3 Report rebuild. Rebuild the twelve reports listed in Appendix A, matched to the current numbers within a tolerance of 0.5 percent, with a signed comparison for each one.
2.4 Handover. Runbook, on-call procedure and two half day sessions with the [Client company] data team, plus four weeks of supported operation after cutover.
Out of scope. Machine learning models, changes to the source systems, licence costs for the cloud platform, and any report not listed in Appendix A.
3. Deliverables
4. Schedule
5. Fees and expenses
Fees are time and materials, invoiced monthly in arrears against a timesheet. The estimate above is not a cap; [Your company] will notify [Client company] in writing when spend reaches 80 percent of the estimate and no further work is done past the estimate without written approval. Travel is charged at cost and only when requested in writing.
6. Acceptance
6.1 Review window. [Client company] has ten business days to accept or reject each deliverable in writing. A deliverable not rejected within that window is accepted.
6.2 Rejection. A rejection must state which acceptance criterion is not met. [Your company] corrects and resubmits within ten business days at no extra charge where the fault is ours.