14
Aug 21

Sample Consulting and Service Contract Template

Following is the Simple and comprehensive consulting service agreement for hr, freelancer, training, marketing, accountancy and template for all types of consulting services. 

This Consulting Agreement is made on _________________, by and between ______________ (“Consultant”) and _______________________ (“Customer”).

Whereas Customer requires certain services Consultant can provide, and Consultant wishes to provide services to Customer, the parties agree as follows:

  1. Description of Services.   Starting on ___________ (“Date”), Consultant shall provide the following services (“Services) for Customer:  ___________________________________.

2.  Performance of Services.  The manner in which the Services are to be performed and the hours to be worked by Consultant shall be determined by Customer.   Consultant shall get prior approval from Customer for the hours to be worked and billed by Consultant.

3.  Expense Reimbursement.  Consultant shall get prior approval for the kinds, types, and amounts of expenses to be reimbursed, if any, by the Customer.   

4.  Payment.  Customer will pay Consultant bi-weekly for Services performed and Expenses incurred according to this Agreement.

  • Support Services by Customer.  Customer shall provide the following support staff, office space, and services support to Consultant while on Customer premises (“Premises”):  _______________________________________________________________.

6.   Termination.  Either party may terminate this Agreement at any time, with or without cause.

7.   Relationship of the Parties.  A consultant is an independent contractor with respect to, and not an employee of, Customer.   Therefore, the Customer is not responsible for providing any fringe benefits to Consultant including, but not limited to, health insurance, paid vacation, or any other employee benefit.

8.  Disclosure.  The consultant must disclose any outside activities or interests, including ownership or participation in the development of prior inventions, that conflict or may conflict with the best interests of the Customer.  Prompt disclosure is required under this paragraph if the activity or interest is related, directly or indirectly, to the business of the Customer.

9.   Employees.  Consultant’s employees, if any, who perform services for Customer under this Agreement, directly or indirectly, shall also be bound by the provisions of this Agreement.  Consultant shall make take all necessary steps to effect compliance with this condition of the Agreement.

10. Insurance.  Consultant shall obtain all necessary insurance and other benefits required by law for its employees or subcontractors.   Consultant shall show such evidence to Customer prior to beginning work on Customer’s premises.

11. Assignment.  Consultant’s obligations under this Agreement may not be assigned or transferred to any other person, firm, or corporation without the prior written consent of Customer.  This consent may be withheld for any reason whatsoever.

12. Intellectual Property. The following provisions shall apply with respect to copyrightable works, ideas, discoveries, inventions, applications for patents, and patents (collectively, “Intellectual Property”):

A. Consultant’s Intellectual Property. Interest in the Intellectual Property that is described on the attached Exhibit 1 is not subject to this Agreement.

B. Development of Intellectual Property.  Any improvements to Intellectual Property items listed on Exhibit 1, further inventions or improvements, and any new items of Intellectual Property discovered or developed by Consultant or their Employees, if any, during the term of this Agreement shall be the property of Customer.  Consultant shall sign all documents necessary to perfect the rights of in such Intellectual Property, including the filing and/or prosecution of any applications for copyrights or patents.  Upon request, Consultant shall sign all documents necessary to assign the rights to such Intellectual Property to Customer.

13. Confidentiality. Consultant recognizes that Customer will disclose certain proprietary information of a broad nature.  Consultant agrees to hold all such information in confidence by itself, and by its employees if any.  This clause shall be interpreted broadly in favour of the Customer.

14. Unauthorized Disclosure of Confidential or other Information.  If it appears that Consultant has disclosed, or threatened disclosure, of Information in violation of this Agreement, Customer shall be entitled to an injunction to restrain Consultant or any of its employees, if any, from disclosing, in whole or in part, such Information, or from providing      any services to any party to whom such information has been disclosed or may be disclosed.   The customer shall not be prohibited by this provision from pursuing other remedies, including a claim for losses and damages.

15. Confidentiality after Termination.  The confidentiality and non-disclosure provisions of this Agreement shall remain in full force and effect after the termination of this Agreement.

16.  Return of Records.  Upon termination of this Agreement, Consultant shall deliver all records, notes, memos, email, equipment, and any other related materials to Customer.  A consultant will eliminate, erase, and otherwise dispose of any copies under its, or its employees, if any, possession, custody, or control.

17. Notices.

Any notice required by this Agreement or given in connection with it shall be in writing and shall be given to the appropriate party by personal delivery or recognized overnight delivery service such as FedEx.

If to the Consultant: _____________________________________________________.

If to the Customer: ___________________________________________________.

18.  No Waiver.

The waiver or failure of either party to exercise in any respect any right provided in this agreement shall not be deemed a waiver of any other right or remedy to which the party may be entitled.

19.  Entirety of Agreement.

The terms and conditions set forth herein constitute the entire agreement between the parties and supersede any communications or previous agreements with respect to the subject matter of this Agreement.  There are no written or oral understandings directly or indirectly related to this Agreement that is not set forth herein.  No change can be made to this Agreement other than in writing and signed by both parties.

20.  Governing Law.

This Agreement shall be construed and enforced according to the laws of the State of ____________________ and any dispute under this Agreement must be brought in this venue and no other.

21.  Headings in this Agreement

The headings in this Agreement are for convenience only, confirm no rights or obligations in either party and do not alter any terms of this Agreement.

22.  Severability.

If any term of this Agreement is held by a court of competent jurisdiction to be invalid or unenforceable, then this Agreement, including all of the remaining terms, will remain in full force and effect as if such invalid or unenforceable term had never been included.

In Witness whereof, the parties have executed this Agreement as of the date first written above.

_________________________                                              _______________________

Customer                                                                                Consultant

___________________

Date

Sample Consulting Agreement – Review List

This review list is provided to inform you about this document in question and assist you in its preparation.  Customers should always get a consulting agreement signed to limit their exposure to expense and disclosure of confidential information.  If the consultant will not sign such an agreement, don’t do the deal.  If you are a consultant, a signed deal can benefit you to get terms and conditions agreed to so you can be assured of proper payment and treatment on the job.

  1. Sign in multiple copies.  Keep one copy with your file for the other party.
  1. If the Consultant only has one or two employees/contractors, get them to sign this Agreement as well.  If you are the Consultant, you are well-advised to get your employees/contractors to sign this Agreement so they are bound by its terms as well—and you are not left holding the proverbial “bag” should something go wrong.

This is a form of good care that will serve you well over time if you get these agreements signed on a regular basis.


01
Dec 10

Training Seminars







Example 1: Training Seminars

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Mrs. McClendon:

We are offering a new customer service seminar, Level II Training, next session. All of your employees who completed Level I Training are eligible to attend. Level II will build on the customer service techniques covered in Level I, and move into more difficult customer service issues.

Please let us know if any of your employees are interested in attending.

Sincerely,

Example 2: Training Seminars

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Ms. Slovic:

As a business owner, you realize the importance of strong presentations in securing new clients. Unfortunately, most people, even your star employees, rarely feel comfortable speaking before a large audience of potential clients.

That’s why on June 3 we will begin a week-long seminar on Effective Presentation Planning. We will cover all aspects of presentation tips and techniques—including: the initial planning stages, what materials are most effective to use during the presentation, and how to command attention from a group.

Every day students attend group lectures and then break up into smaller classes. On the last day of the seminar, students make their own presentations, so they see how to put the skills they’ve learned into practice.

Please call 555-555-5555 to register members of your company. We believe your employees and your company will see immediate results from participation in this seminar.

Sincerely,

Example 3: Training Seminars

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Mr. Pasteur:

The Oxford Group once again presents its annual management/employee relations seminar.

As you will see on the enclosed brochure, we are following the same basic training pattern as the last session, except that we will focus on written communications. We have added more information on this topic based on comments we received from previous conference attendees.

I understand you have recently added three new management trainees. Please call me if you would like one or all of them to attend. We can help you turn them into managers that work with your employees, not against them.

Sincerely,

Example 4: Training Seminars

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Ms. Olivers:

We are pleased you have decided to use Burgundy Banking Systems. We would like to offer your employees an advanced systems operations class on the weekend of October 19th.

We will cover how to perform daily systems management, how to run routine system checks, and how to update the system to meet your specific bank’s needs.

Class enrollment is limited to six. Please call (800) 555-5555 for more information.

Sincerely,

Example 5: Training Seminars

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Ms. Constanza:

We are offering a Successful Sales Techniques seminar. This seminar is similar to the one presented in February. Since I remember you mentioning you wanted to send two other employees to the February seminar, and so I thought I would offer you two slots before the seminar’s enrollment closed.

I hope to see your employees at the upcoming seminar. If they are as enthusiastic as Emilio and Jeff were, they are sure to be the stars of our class.

Yours Truly,

Example 6: Training Seminars

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Thomas,

In today’s business world, providing outstanding services to your customers is essential to keeping your competitive edge.

As part of our commitment to you, we’re pleased announce a series of customer service seminars for our valued customers. All seminars in the series are being offered free of charge to current customers. Briefly, these programs are designed to help you:

• Recruit new clients and users
• Maintain and enhance your current base of clients
• Exchange ideas and network with others in your industry

Our next seminar is described in detail on the enclosed brochure.

To register, call today. Seating is limited. We purposefully kept the number of attendees at each seminar low so that we can answer questions and provide personalized service in response to your concerns.

Sincerely,


01
Dec 10

Support & Maintenance Classes







Example 1: Support & Maintenance Classes

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Mr. Daniels:

Thank you for your purchase of Phoenix Network software.

We would like to offer you the opportunity to attend our network maintenance class June 8-10. We cover many aspects of how to troubleshoot your own system. A class schedule is enclosed.

Please call us by the end of the week if you would like to sign up any of your employees.

Sincerely,

Example 2: Support & Maintenance Classes

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Ms. Ashebury:

We are offering an installation and maintenance class for the DU-94 that your company has recently purchased. Any employees with a Machine Class I rating are eligible to attend. We would also consider a Machine Class II rating if they are close to their Class I license.

Having employees certified in installation and, particularly in maintenance, will help to lower your maintenance costs over the years. Please call or fax in any registrants you may have in your company.

Sincerely,

Example 3: Support & Maintenance Classes

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Mr. Robbins:

Kneelson & Levitz is offering support services classes for our Mofton 5. The classes are designed to guide the employees through the variety of support services our company provides. We will be covering the following areas:

• Using the support software—We will cover 101 tricks to let our software do your troubleshooting for you.

• Navigating the automated phone help line—We’ll help you find exactly what you’re looking for when you call our technical support number, including a real person.

• Accessing our web site—We show you how to use the Internet to find the latest troubleshooting tips and software upgrades.

You can enroll a maximum of five employees per class. Registration forms are due April 1. We look forward to hearing from you.

Sincerely,

Example 4: Support & Maintenance Classes

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Mr. Gaynor:

We are offering advanced maintenance classes for the A-130 loaders the first weekend of November. As you use such loaders in your operations, I thought you might be interested in sending a few of your mechanics.

Look over the enclosed seminar schedule, and let me know if you have any mechanics you feel would benefit from these training classes.

Yours Truly,

Example 5: Support & Maintenance Classes

Company Name or Letterhead
Address
City, State Zip
Date
Addressee
Address
City, State Zip

Dear Ms. Wellington:

We are offering a beginning electrical maintenance class for the K-1000. At the last industry meeting, you expressed some interest in sending three candidates through our program.

The classes are Mondays and Wednesdays, from 7:00 p.m. until 9:00 p.m. They cover performing the routine electrical maintenance necessary on the K-1000s, as well as troubleshooting many of the minor system problems that occur. Class graduates are certified as K-1000 electrical technicians, Level III.

Sincerely,

Example 6: Support & Maintenance Classes

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mrs. O’Rourke,

As a service to our most valued customers, we are making available for a limited time a series of training classes for the support and maintenance of our equipment. These classes will instruct participants on the basics of installation, maintenance and repair on our entire line of equipment. They will be held on Mondays from 8:00 a.m. to 6 p.m. at our central manufacturing facility.

If you are interested in attending or in having any staff members attend, please let me know at your convience. My number is (555) 555-5555.

Sincerely,


27
Nov 10

Letters and Memos for Training Announcements, Selections And Confirmations

Please Find the Tips and Example Letters for Announcing Training, Courses and Seminars with details of nomination, venue & schedule.

Tips: Training Announcements, Selections And Confirmations

Guidelines

  • Be sure to direct the correct message to the correct audience. If the memo is a confirmation, highlight the instructions and details upfront.
  • Distinguish between the needs and interests of your two primary audiences–participants and supervisors of participants. Supervisors will be most interested in the course objectives and results promised. Participants will have additional interests, such as preparation required, methods of instruction, and details of confirming and attending.
  • Give all details of the training program (dates, hours, locations) in all correspondence rather than “parcelling them out” when you think readers need to know–a few in the course brochure, a few in the course-scheduling announcement, and finally a few in the confirmation memo. On occasion, participants’ attendance depends on their ability to schedule flights and end other meetings and projects within a limited timeframe. From the start, give them all the details that may affect their registration.
  • Highlight course objectives in announcements. Never take for granted that supervisors have a knowledge of the course–even if it has been offered before–and never assume supervisors pass on these course objectives to participants they nominate for training.
  • Establish the credibility of the instructor. Course effectiveness in most cases depends on the authority and skill of the instructor. Both participants and their supervisors deserve to know who will be leading the learning effort.
  • Mention the intended audience–if not already obvious from the memo’s distribution list or course description. Is the course most helpful to midmanagement people, entry-level employees, those with 10 years experience or more, or those who handle certain kinds of tasks?
  • Be firm about expected preparation.




Example 1: Training plan for employee

Memorandum

TO:

FROM:

DATE:

SUBJECT: Fire-Safety Training

You are asked to attend one session of a fire-safety training program to be held in the second-floor conference room on July 15, 16, and 17.

Because seating in the conference room is limited, please call Mary Paxton at extension 2668 if you must arrange to attend a session other than the one designated below:

Traffic Control 9:00 to 11:00 a.m., July 15

Security 9:00 to 11:00 a.m., July 16

Maintenance 9:00 to 11:00 a.m., July 17

The emphasis of this year’s meeting is safety in high-rise buildings, with a discussion of special safety features in the Merrimac Tower. Mike Spartan will conduct this mandatory training for all employees.

Example 2: Letter to selection of employees for training program

Memorandum

TO:

FROM:

DATE:

SUBJECT: Course Offering– “Effective Presentations”

The Training Department is offering a new two-day seminar, “Effective Presentations,” scheduled May 5-6, 19–, 8:00 a.m. to 5:00 p.m. both days. If you would like members of your staff to attend, please submit their names in writing or by phone (ext. 4471) by April 15.

This course is open to all employees and would be particularly helpful to those who make upper-management presentations.

Participants in the workshop will–

• develop additional knowledge in planning, researching, organizing, and presenting information to a group;
• learn the mechanics of and helpful hints in using easels, flip charts, viewgraphs, 35mm slides, and handouts;
• gain insight into techniques of persuasion;
• identify ways to use group feedback.

Each attendee will receive a notebook of materials as a later reference for planning, preparing, and delivering presentations.

“Effective Presentations” will be conducted by Ida Flowers, a consultant with Emitz Consulting Group. She has had 10 years of experience in the field and comes highly recommended by other clients such as Grayco Corporation, International DataCorp, and Porterfield-Waggoner.

Her course outline, with her methods explained, is attached. Please note participants will be given adequate class time to practice the skills taught.

We have confidence this consultant-led seminar will deliver the results it promises.



Example 3: Employee training confirmation letters

Memorandum

TO:

FROM:

DATE:

SUBJECT: Scheduling and Confirmation of Communication Skills Workshop

You have been selected to attend the Communication Skills Workshop, February 7-11, at Houston headquarters offices, conference room C-123. Please call to confirm your reservation by February 1. If I do not hear from you, I will assume you have had a change of plans since your supervisor nominated you, and I will assign another employee to the workshop in your place.

So the program can be tailored to meet your individual needs, please bring with you at least three writing samples. You will critique and rework these in class. Additionally, please read the enclosed booklet and prepare a case study from your on-the-job experience; complete instructions for the case study are given in the booklet. Please do not attend the class unless you have completed this pre-workshop assignment.

This workshop focuses on both oral and written communication skills, both of which you will have the opportunity to practice during the week. Objectives include the following:

• Identify barriers to effective communication and examine causes
• Assess personal attitudes toward supervisory communication skills
• Explore feedback–what it is, what it is not, how to give and receive it
• Improve clarity of written materials• Condense length of written materials
• Develop organizational techniques for both verbal and written communications

The workshop will meet Monday through Friday from 8:00 a.m. to 5:00 p.m. You must attend all five sessions to receive training credit.

Feel free to call our staff instructor, Margaret Anderson (ext. 3999), with questions regarding your preparation, her workshop objectives and methods, or scheduling arrangements. Ms. Anderson has been presenting this course for the past six years; evaluations from participants continue to rate the course “excellent.”

Example 4: Training seminar program for employee

Memorandum

TO:

FROM:

DATE:

SUBJECT: Call for Nominations—Effective Sales Seminar

We are seeking nominations from regional sales directors for salespeople to attend the Effective Sales Seminar in Atlanta, Georgia, May 9-13. We would like to receive two nominations from each regional director by March 1, as we are able to accept two salespeople from each region.

The seminar is designed to strengthen selling techniques, by breaking down a sale into six components and studying approaches to each. The primary focus is the following:

• The initial contact. Telephone or letter sales techniques and etiquette.

• The initial meeting. Gaining the prospective customer’s confidence and establishing a common ground.

• Assessing the customers’ needs.

• Introducing the product. Focusing on how we can fill the customers’ needs

• Negotiating price.

• The contract phase.

Although all salespeople are eligible for nomination, the seminar would be of most help to your most promising new salespeople. New staff members will be the most receptive to the seminar’s emphasis on setting goals and developing good habits.

The seminar lasts from 9:00 a.m. to 4:00 p.m. daily. Each participant will be videotaped during a mock sales exercise and then analyzed. They will be asked to reflect upon their strengths and weaknesses, developing a specific set of goals tailored to their situation.

Geraldine Wright, author of Sold! Techniques for Effective Salespeople are conducting the seminar. She was the top salesperson at Marker Filbin for eight years before she embarked on a career as an author and consultant. Geraldine has trained sales staff at Snyder Technologies and IBC World Inc.

Please fax your nominations to Mark Trieger at (284)555-2894.



Example 5: Workshop announcement letters

Memorandum

TO:

FROM:

DATE:

SUBJECT: Vehicle Safety Workshop

All drivers are asked to attend a vehicle safety workshop on Wednesday, October 30 from 9:00 a.m. to noon in the conference room. The workshop will review general driving safety policies, with an emphasis on winter driving techniques. We want everyone to be sharp for the coming winter.

The driver training instructor who may have trained many of you, John Brink, will conduct the workshop. John is a 10-year veteran of the postal service and driver training instructor in the Detroit area. He will be showing a video entitled “How to Handle Hazards on the Road,” followed by a discussion of postal service rules, and a live training exercise in the north parking lot.

If you are unable to attend the workshop, please call Joyce Fitzpatrick at Ext. 9003. If there is sufficient need, we will schedule a make-up workshop in early November.

Example 6: Memorandum regarding staff training

Memorandum

TO:

FROM:

DATE:

SUBJECT: National Libraries Association Tech Seminar

You have been nominated by your director to attend the National Libraries Association Tech Seminar, taking place April 19-21 at the Allen Lakes Convention Center in Madison, Wisconsin.

The Tech Seminar is designed to educate librarians on the new technological advances in library circulation, administration, and multimedia materials. We will focus not only on the operation of this technology but budgeting and purchasing considerations. After the seminar, participants should be qualified to advise their colleagues on the viability and proper use of the newest technologies available.

Attached is a schedule of sessions and information about instructors. Industry reps will also be on hand to answer your questions. Please R.S.V.P. to Noah Wexler by March 5. Julie Nebbins at the Allen Lakes Convention Center Visitors’ Bureau would be happy to help with hotel and travel arrangements. Her number is (330)892-7284.



Example 7: Training program for employee

Memorandum

TO:

FROM:

DATE:

SUBJECT: Assimilation Classes

As we approach our expansion in South Korea, many of you are preparing to move overseas. We want to help you make the transition smoother by offering assimilation classes. The classes will take place June 20-29 at Whitewood Campground in Slippery Rock, Ohio, and August 14-31 at the Friendship Conference Center in Seoul, South Korea.

Classes are intensive introductions to Korean culture, etiquette, and survival skills, as well as the Korean language.

We will send a Korean language textbook, language instruction tapes, and a syllabus to those attending. You will be required to complete three weeks of independent language study before classes begin on June 20.

Classes are open to executives transferring to our Seoul division. We encourage all executives to attend both sessions in their entirety. Executives based in the United States who anticipate doing business with our South Korea division are welcome to attend the Slippery Rock classes. Individuals are responsible for their own travel arrangements. Accommodations will be provided by Whitewood Campground and Friendship Conference Center.

Please notify Charlie McNamara at 555-0250 if you wish to register for classes. We will not be able to accept any reservations after May 1.

Both sessions will be led by Norman Reutzer, professor of Korean culture at the University of Ohio, and Ester Chung, company relations director of the Seoul division. Executives and employees from Seoul will attend portions of each session to give insight into the Korean business culture and offer relocation suggestions.

Example 8: Administrative training announcement

Memorandum

TO:

FROM:

DATE:

SUBJECT:

A meeting to train administrative assistants to use the new database software is scheduled for January 5 at 10:00 a.m., in the boardroom.

Participants will learn how to add and retrieve files from the FileMaster Pro 4.0 database. We will also cover how to convert old Computech 2.1 files to the new system.

All administrative assistants are expected to attend. If you cannot, contact Lewis Rossman to make alternate arrangements.

The training will be led by Alice Dunbrowski, a computer consultant from Office Solutions. Alice installed the program on our computers and uses it to manage her own files.



Example 9: Trainings memos

Memorandum

TO:

FROM:

DATE:

SUBJECT: Product Update Meetings for Retail Sales Associates

Product update meetings for all retail sales associates will be held on Monday and Tuesday, January 11 and 12 at the corporate headquarters at 115 Marsh Blvd. The meetings will introduce associates to the spring clothing line. The meetings are 7:00 a.m. to 9:00 a.m. daily. A complimentary full American breakfast will be served, and associates will be paid for those hours.

Attendance is mandatory at both sessions. Please come prepared to take notes! We will be giving information about fabrics, sizes, colours, prices, and designs for the entire spring line. This is information you will be expected to convey to customers.

Old Creek Mall store managers, Julie Herman and Alex Sebastian will be discussing the women’s line on the 11th. Heather McKimm, Westerville’s store manager, will discuss the men’s line on the 12th.

Example 10: Trainings

Memorandum

TO:

FROM:

DATE:

SUBJECT: Training Session—Federal Drug Dispensing Guidelines

We have scheduled meetings to update nurses and nurses’ aides on the recent revisions to federal drug dispensing guidelines.

Those attending must attend outside of shift hours. Meetings are scheduled for the following times:

Thursday, August 12, 9:00 a.m.-10:00 a.m., Room 218

Friday, August 13, 3:00 p.m.-4:00 p.m., Room 218

Monday, August 16, 7:00 p.m.-8:00 p.m., Room 218

Tuesday, August 17, 7:00 a.m.-8:00 p.m., Room 218

Attendance at one of the meetings is mandatory for all those who are certified or are seeking certification to dispense drugs to patients. Enclosed is a packet of material that participants must read before the meeting.

Florence Jolliet, our legal advisor, will conduct the meetings with Dr. Frank Wonderchek, director of paediatrics. Florence is an expert in health care laws and pending legislation affecting medical care providers. Dr Wonderchek is on the board that supervises the purchasing and dispensing of pharmaceuticals for the hospital.