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Professional Services

Common Paper Statement of Work

A statement of work template for professional services engagements, based on Common Paper's standard form. References a PSA or CSA Key Terms and covers scope, deliverables, timeline, fees, and expenses.

38 fields CC-BY-4.0 Common Paper
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CLI

npx open-agreements fill common-paper-statement-of-work -d values.json -o output.docx

Fields (38)

Parties

FieldTypeDescription
Company Name
company_name 		string Company name (shown in header)
Provider Name
provider_name 		string Official name of the Provider on Key Terms
Customer Name
customer_name 		string Official name of the Customer on Key Terms

Terms

FieldTypeDescription
Key Terms Effective Date
key_terms_effective_date 		string Effective Date of the Key Terms agreement
Sow Number
sow_number 		string Statement of Work number (e.g. "1", "2")
Custom Sow Date
custom_sow_date 		string Custom SOW date (if not date of last signature)
Custom End Date
custom_end_date 		string Custom end date for the SOW term
Term Duration Unit
term_duration_unit 		string Duration unit for SOW term (e.g. "days", "weeks", "months", "year")

Payment

FieldTypeDescription
Payment Terms
payment_terms 		string Payment terms (e.g. "30 days from Customer's receipt of invoice")

Terms

FieldTypeDescription
Services Description
services_description 		string Description of the Services to be performed, including key individuals, timeline, and milestones

Payment

FieldTypeDescription
Fee Description
fee_description 		string Description of fees including hourly, project, or milestone-based rates and pass-through charges
Invoice Cadence
invoice_cadence 		string Cadence for sending invoices (e.g. monthly, quarterly, upon acceptance, after each milestone)

Terms

FieldTypeDescription
Customer Obligations
customer_obligations 		string Customer obligations such as identifying a point of contact or geographic limitations
Term Duration Value
term_duration_value 		string Numeric duration for the SOW term (e.g. "6", "12")

Deliverables

FieldTypeDescription
Rejection Period Value
rejection_period_value 		string Number of time units for the deliverable rejection period
Resubmission Period Value
resubmission_period_value 		string Number of time units for the deliverable resubmission period

Terms

FieldTypeDescription
Changes To Standard Terms
changes_to_standard_terms 		string List of specific changes to the Standard Terms for this SOW

Payment

FieldTypeDescription
Invoice Frequency Unit
invoice_frequency_unit 		string Invoice frequency unit (e.g. "days", "weeks", "months")
Travel Expense Policy
travel_expense_policy 		string Description of or reference to travel and expense policy

Deliverables

FieldTypeDescription
Include In Progress Deliverables
include_in_progress_deliverables 		boolean Include in-progress drafts or components as Deliverables
Deliverables Meet Specs
deliverables_meet_specs 		boolean Deliverables will meet attached specifications
Deliverables Acceptance Process
deliverables_acceptance_process 		boolean Deliverables are subject to an acceptance process
Ownership Upon Payment
ownership_upon_payment 		boolean Customer owns Deliverables upon payment (vs. as created)
No Third Party Materials
no_third_party_materials 		boolean No Third-Party Materials in Deliverables
Has Third Party Materials
has_third_party_materials 		boolean Third-Party Materials will be incorporated in Deliverables
Provider Procures Materials
provider_procures_materials 		boolean Provider will procure Third-Party Materials
Customer Procures Materials
customer_procures_materials 		boolean Customer will procure Third-Party Materials

Terms

FieldTypeDescription
Customer Owned Deliverables
customer_owned_deliverables 		string Deliverables that will be owned by Customer under this SOW

Signature Block

FieldTypeDescription
Provider Signatory Type
provider_signatory_type 		enum Whether the Provider signatory is an entity or individual
Provider Signatory Name
provider_signatory_name 		string Full legal name of the Provider's signatory
Provider Signatory Title
provider_signatory_title 		string Title/role of the Provider's signatory (entity only)
Provider Signatory Company
provider_signatory_company 		string Company name for the Provider signatory (entity only)
Provider Signatory Email
provider_signatory_email 		string Notice email address for the Provider
Customer Signatory Type
customer_signatory_type 		enum Whether the Customer signatory is an entity or individual
Customer Signatory Name
customer_signatory_name 		string Full legal name of the Customer's signatory
Customer Signatory Title
customer_signatory_title 		string Title/role of the Customer's signatory (entity only)
Customer Signatory Company
customer_signatory_company 		string Company name for the Customer signatory (entity only)
Customer Signatory Email
customer_signatory_email 		string Notice email address for the Customer

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