Wisconsin consulting service contract template

Wisconsin Consulting Service Contract

This Wisconsin Consulting Service Contract (the “Agreement”) is made and entered into as of [Date], by and between:

[Consultant Legal Name], a [Legal Entity Status, e.g., Limited Liability Company] with its principal place of business at [Consultant Business Address] (“Consultant”),

and

[Client Legal Name], a [Legal Entity Status, e.g., Corporation] with its principal place of business at [Client Business Address] (“Client”).

Consultant’s phone number is [Consultant Phone] and email address is [Consultant Email]. Client’s phone number is [Client Phone] and email address is [Client Email].

Scope of Services

Option A: Consultant will provide the following consulting services to Client: [Detailed Description of Consulting Services, including relevant Wisconsin industries/sectors, e.g., business strategy, HR, IT, compliance].

Option B: Consultant will perform the services described in Schedule A attached hereto.

Consultant will utilize the following methodologies: [Consulting Methodologies].

Expected objectives: [Expected Objectives].

Deliverables: [List of Deliverables].

Performance Metrics: [Performance Metrics].

Service Benchmarks: [Service Benchmarks].

Project Timeline

Option A: The project will commence on [Start Date] and conclude on [End Date].

Option B: The project timeline is detailed in Schedule B attached hereto.

Key Project Milestones: [List of Key Project Milestones].

Interim Delivery Dates: [List of Interim Delivery Dates].

Final Delivery Date: [Final Delivery Date].

Reporting Frequency: [Reporting Frequency, e.g., weekly, bi-weekly].

Procedures for Status Meetings: [Procedures for Status Meetings, e.g., in-person, conference call].

Points of Contact & Change Orders

Client's Primary Point of Contact: [Client Name], [Client Title], [Client Contact Information].

Consultant's Primary Point of Contact: [Consultant Name], [Consultant Title], [Consultant Contact Information].

Escalation Procedures: [Escalation Procedures for both parties].

Change Order Protocol: Any changes to the scope of services must be documented in a written change order signed by both parties.

Client Cooperation

Required Client Cooperation: Client shall provide Consultant with reasonable access to [Information, Personnel, Facilities, Systems] necessary for Consultant to perform the services.

Wisconsin Data Privacy & Cybersecurity: Client shall comply with all applicable Wisconsin laws and regulations regarding data privacy and cybersecurity, including Wisconsin Statutes Chapter 134.

Work Location & Travel

Option A: Consultant will perform the services remotely.

Option B: Consultant will perform the services onsite at [Client Location].

Option C: Consultant will perform the services both remotely and onsite.

Business Hour Expectations: [Business Hour Expectations].

Travel Policy: Client shall reimburse Consultant for reasonable travel expenses incurred in connection with the performance of services, pre-approved by client. Per diem and reimbursement rates will adhere to standard Wisconsin business norms and state reimbursement limits.

Fees & Payment

Option A: Fixed Fee: The total fee for the services is [Dollar Amount].

Option B: Hourly Rate: Consultant's hourly rate is [Dollar Amount].

Option C: Retainer: Client shall pay Consultant a monthly retainer of [Dollar Amount].

Option D: Milestone-Based: Payment will be made upon completion of the following milestones: [Milestones and Payment Amounts].

Payment Schedule: [Payment Schedule, e.g., Net 30 days from invoice date].

Fee Adjustments: [Criteria for Fee Adjustments].

Late Payment Penalty: Late payments shall be subject to a late payment penalty of [Percentage] per month, compliant with Wisconsin law.

Invoicing Requirements: Invoices must be itemized and include a description of services rendered.

Wisconsin Sales Tax: [Applicable Wisconsin Sales/Use Tax, if any].

Independent Contractor Status: Consultant is an independent contractor and is solely responsible for all applicable taxes.

Intellectual Property

Pre-Existing IP: Each party retains ownership of its pre-existing intellectual property.

Work-for-Hire: Deliverables specifically designated as "work-for-hire" shall be owned by Client.

Usage Rights: Consultant grants Client a non-exclusive, perpetual license to use the deliverables.

Ownership of Tools/Reports: [Specify who owns tools, recommendations, and reports].

Post-Project Portfolio Use: [Define any permitted post-project portfolio use by Consultant].

Compliance with Laws

Consultant shall comply with all applicable federal, state, and local laws, including but not limited to the Wisconsin Fair Employment Law and anti-discrimination laws.

Professional Standards

Consultant will perform the services in accordance with industry standards and best practices.

[Specify any required certifications/licensure for regulated consulting services in Wisconsin].

Confidentiality

Consultant shall maintain the confidentiality of Client's confidential information in accordance with the Wisconsin Trade Secrets Act.

Duration: [Duration of Confidentiality Obligation].

Permitted Disclosures: [Permitted Disclosures].

Data Security: [Data Security Measures].

Exceptions: [Exceptions to Confidentiality].

Conflicts of Interest

Consultant shall disclose any potential conflicts of interest to Client.

Declaration of Prior Business: Consultant declares any prior business with competitors of Client as follows: [Disclosure of Prior Business].

Quality Assurance

Acceptance Criteria: [Acceptance Criteria for Deliverables].

Client Review Period: Client shall have [Number] days to review deliverables.

Procedures for Feedback: [Procedures for providing feedback or requesting corrections].

Timelines for Remedial Actions: [Timelines for Remedial Actions].

Limitation of Liability & Indemnification

Limitation of Liability: Consultant's liability shall be limited to the amount of fees paid by Client to Consultant under this Agreement.

Indemnification: Consultant shall indemnify and hold harmless Client from and against any claims arising out of Consultant's negligence or willful misconduct.

Insurance

Consultant shall maintain professional liability/errors & omissions insurance with coverage of at least [Dollar Amount].

Consultant shall maintain general liability insurance with coverage of at least [Dollar Amount].

Term & Termination

Term: This Agreement shall commence on [Start Date] and shall continue until [End Date].

Renewal Procedures: [Renewal Procedures].

Grounds for Termination: This Agreement may be terminated by either party upon [Number] days written notice for breach, non-performance, insolvency, material changes in law, or mutual consent.

Obligation to Pay: Upon termination, Client shall pay Consultant for all work performed prior to the date of termination.

Dispute Resolution

The parties shall first attempt to resolve any disputes through negotiation and mediation.

Controlling Law & Venue: This Agreement shall be governed by and construed in accordance with the laws of the State of Wisconsin. Venue for any legal action shall be in [County] County Circuit Court.

Force Majeure

Neither party shall be liable for any failure to perform its obligations under this Agreement due to a force majeure event, including severe weather or acts of government.

Assignment

Neither party may assign this Agreement without the prior written consent of the other party.

Record Preservation & Audit

Consultant shall preserve records relating to the consulting project and Client shall have a right to audit upon reasonable notice.

Independent Contractor

The parties are entering into this Agreement as independent contractors and not as agents or employees of each other.

Non-Solicitation & Non-Compete

Non-Solicitation: During the term of this Agreement and for a period of [Number] months following the termination of this Agreement, Consultant shall not solicit employees of Client.

Non-Compete: [If applicable, include a non-compete clause tailored to be enforceable under Wisconsin Statutes § 103.465, with reasonable duration, geography, and limited scope.]

Appendices & Schedules

The following appendices and schedules are attached hereto and incorporated herein by reference:

Schedule A: Scope of Services

Schedule B: Project Timeline

Schedule C: Fee Schedule

Signatures

IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.

[Consultant Legal Name]

By: [Consultant Printed Name]

Title: [Consultant Title]

[Client Legal Name]

By: [Client Printed Name]

Title: [Client Title]

Entire Agreement, Severability, Waiver & Notice

This Agreement constitutes the entire agreement between the parties and supersedes all prior agreements and understandings.

If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

No waiver of any provision of this Agreement shall be effective unless in writing and signed by the waiving party.

Notices: All notices shall be in writing and sent to the addresses listed above via certified mail, return receipt requested.

Compliance Requirements for Regulated Sectors

[Add specific compliance requirements for consulting in regulated sectors (e.g., financial, healthcare, education), referencing pertinent Wisconsin statutes, administrative codes, and registration requirements where applicable.]