This is ideal for the client in an effort to keep costs at a manageable amount. Consulting Agreements can be used either for in-person consulting jobs or online jobs. A retainer is an upfront deposit that is required by the consultant in order to start the work. Make sure that any specific conditions applying to the retainer payment are well documented and attached. The signature “Date” of the Client is the next required item and must be supplied immediately after signing. The first choice here will name an exact dollar amount per hour as the Consultant’s compensation. In most cases, the retainer represents a minimum amount of billable hours paid immediately by the client ensuring the consultant that their services are required for an extended period of time. Place this report on the blank lines provided in the second item “II. The first article of this contract, attached to the “I. Step 5 – Document The Consultant’s Agreed-Upon Compensation. Retainer.” After doing so, report the retainer fee on the blank line in this statement then document whether this is “Refundable” or “Non-Refundable” by selecting the appropriate checkbox from the choices provided in this statement. [HMS SUGGESTED MODEL] INDUSTRY-ACADEMIC CONSULTING AGREEMENT. It defines the processes of a project until it is complete. The consultant will often charge the client on a ‘pay for hire’ type of basis which is billed after incremental services are provided. He or she must sign the “Client’s Signature” line. often, the company may require the use of its own form which may have terms that differ from those presented here. The PDF format template includes the terms, the scope of work to be done, the payment agreed upon among others. This is usually based on a percentage of the total money that is made or saved by the Client as a result of attaining this goal. A maximum number (#) of hours will usually be set for a given time period. Three similarly worded links above have been included as a matter of convenience. File Format. This section will ask you to report the “County” and the “State” where seemingly irreconcilable differences of opinion can be mediated, arbitrated, or ruled over on the blank line preceding the word “County” and the blank line after the words “State Of.”, 11 – Record Each Party’s Official Mailing Address. If this is what both agree to, then mark the third checkbox definition in “VIII Expenses.”, 10 – Take A Precautionary Measure To Handle Any Possible Disputes, The ninth article, “IX. If there will be no contingency fee, then mark the second checkbox. PDF; Size: 261.5 KB. If this is an accurate description of how project expenses will be handled by both parties, then mark the checkbox corresponding to “Responsible For All Expenses.”  If the Consultant will be required to pay for expenses as they arise then submit paperwork for reimbursement, then mark the second check box. The Client will need to participate in this section as well. Name the Client by inputting this entity’s full name (including suffixes) after the bold word “Client.” Continue the report on this entity by entering the Client’s full street address, city, and state to the blank lines that follow. With professional consulting agreements in hand, you can prevent client disputes, protect your business, and organize your records in one simple step. Produce his or her complete mailing address on the second line. The twenty-second item in this agreement, labeled “XXII. Begin with the “Client’s Address” line and input this entity’s legal mailing address. The Consultant acknowledges that disclosure to a third (3rd) party or misuse of this proprietary or confidential information would irreparably harm the Client. Consulting Services Agreement Template PDF Format Free Download. This method of termination may be applied by marking the third checkbox and reporting how much notice must be given by the Terminating Party. If no retainer will be employed in this arrangement, then mark the second checkbox. ☐ – Terminate this Agreement at any time with ____ days’ notice. To select and apply this as the method of termination, you must mark the first check box then furnish the calendar date of termination directly onto the blank lines provided. If the Client is a business entity, then a Signature Representative authorized to enter this agreement on its behalf should sign this line. As a follow up to the article preceding it, “X. Consultant Fee Agreement Template. The fifth section of this agreement, named “V. For further clarity, this Section is to be geographically limited to areas and locations that the Customer operates and conducts its business activity. Be sure to sign with e-signatures to make the document legally binding! Download: Adobe PDF, Microsoft Word, or Open Document Text (.odt) Step 1 – Use This Page To Acquire Your Consulting Agreement The agreement pictured in the document preview can be obtained in one of the file formats (displayed in the caption area) by selecting the “PDF,” “Word,” or “ODT” button. consulting agreement this agreement is intended to serve as an example of standard terms for consulting arrangements. Employment Contract Templates | W-2 and 1099 Agreements, Independent Contractor Agreement Template. 4+ Consultant Fee Agreement Templates in PDF 1. After supplying the first calendar date of the Consultant, you must review a list of choices to solidify how or when the termination of this agreement should take place. Depending on the agreement type, the indemnification may or may not cover negligence and other liabilities whose fault is directly attributed to the client’s carelessness. You will solidify the agreed-upon schedule by marking one of the checkbox statements in this section. A consulting agreement is between an expert in their field and a client seeking their advice about a particular matter. If the Client wishes to employ a “Retainer” as a precaution that the Consultant will be available when necessary for a specific project, at a specific time, or when a catalyst for an anticipated event occurs then you must mark the first checkbox statement in the article titled “VI. The agreement can be structured in two (2) ways: The most common structure is the client agrees to pay the consultant per hour ($/hr). Services.”, Step 4 – Set These Services To Specific Start Date Then Address Their Termination. Define this time frame as “Days” on the blank line in the third statement once you have marked the appropriate checkbox. Entire Agreement.” It will be assumed that both the Consultant and the Client have read the completed version of this contract and intend to obligate themselves to its content. If the services defined in the second article must be completed before the Client will pay the Consultant, then you must mark the second checkbox statement in this list to indicate this.