Prepared By: Robert Auerbach Email: robert@auerbach.co.nz Website: www.marketnewzealand.com/auerbach
Consulting agreement between Company A and Consultant B checklist
Disclaimer:
These checklists are provided for information purposes only and are no substitute for professional advice, which should be sought prior to entering into any transaction. New Zealand Trade and Enterprise (NZTE) has not verified these checklists and makes no representations as to the completeness, correctness, currency, accuracy or fitness for purpose of the information, or the person that prepared the information. Accordingly, NZTE will not be responsible for any damage or loss suffered by any person arising from the information whether that damage or loss arises from negligence or otherwise.
This document is one of a series of free information tools for exporters to assist businesses through every stage of the export process.
Consulting Agreement Checklist April 2006
For the protection of Robert Auerbach's clients, all names in this document are fictitious. Any resemblance to actual people or companies is purely coincidental. For information or advice, visit www.marketnewzealand.com, ring NZTE on 0800 555 888 or contact your Client Manager.
1
contents
the contracting parties........................................................ 3 the background ................................................................... 3 appointment......................................................................... 3 scope of responsibility ....................................................... 3 hours of service................................................................... 4 compensation for consulting services ............................. 4 expenses .............................................................................. 4 intellectual property ............................................................ 4 conflict of interest ............................................................... 4 confidential information ..................................................... 4 term....................................................................................... 4 disputes................................................................................ 5 obligations of consultant B ................................................ 5 operational issues............................................................... 5 confidential information and trade secrets ...................... 5 intellectual property issues................................................ 5 liability issues...................................................................... 5 insurance ............................................................................. 6 exclusivity ............................................................................ 6 term of contract ................................................................... 6 other issues ......................................................................... 6
Consulting Agreement Checklist April 2006
2
the contracting parties
Company A Limited
The parties shall hereinafter refer to Company A Limited as "Company A".
Consultant B <address> <telephone> <fax> <e-mail> <contact person>
<title> The parties shall hereinafter refer to Consultant B as "Consultant B".
the background
Provide a brief background for this transaction to put it into perspective.
appointment
Specify, in general terms, what type of consulting services that Consultant B will provide. Are the services project specific or of a general nature?
scope of responsibility
Indicate the scope of responsibility. Are there any specific exclusions to Consultant B’s scope of responsibility? To whom will Consultant B report?
Consulting Agreement Checklist April 2006
3
hours of service
Is there a minimum or maximum number of hours that Consultant B will work? How much notice are they entitled to, given their other commitments?
compensation for consulting services
Specify whether it is fee based, a barter transaction, or both. Will any part of the compensation be performance based?
expenses
What expenses are reimbursable? Indicate the expense reimbursement policy.
intellectual property
In rendering consulting services, is it possible that Consultant B will create intellectual property? If so, who owns that intellectual property?
conflict of interest
Define what types of conflicts of interest are likely to arise. How will the parties deal with them?
confidential information
Are there any special considerations here or will a standard confidentiality clause suffice?
term
What is the term of the relationship? Is it subject to automatic renewal?
Consulting Agreement Checklist April 2006
4
disputes
Do you want to establish a dispute resolution procedure?
obligations of consultant B
Describe their capabilities. Describe, in general, what types of consulting services they will render.
operational issues
How will the parties collaborate on a day to day basis? What operational issues do the parties need to address in the consulting agreement?
confidential information and trade secrets
The consulting agreement may incorporate confidentiality, non-disclosure and secrecy undertakings. Otherwise, the parties may sign a free standing agreement to the same effect. Should the undertakings be reciprocal?
intellectual property issues
What are the rights of Company A to the Intellectual Property developed by Consultant B?
liability issues
In performing the consulting services, what types of liability risks might arise? Who should wear those risks? Consultant B should not accept liability if any technology they develop proves unsuitable for Company A’s purposes, does not work, or causes unanticipated losses, costs and expenses, including loss of operations, loss of profits and loss of customer good will.
Consulting Agreement Checklist April 2006
5
insurance
Can Company A put Consultant B under its insurance umbrella?
Products liability Professional indemnity
exclusivity
Company A may demand undertakings from Consultant B that they not render consulting services to a competitor.
term of contract
State the term of the consulting agreement, together with any extensions or renewals thereof. What are the parties rights and obligations vis a vis each other, upon termination?
other issues
Is there anything else that should be considered?
Prepared by: Robert Auerbach P.O. Box 34-555 Birkenhead, Auckland 1330 New Zealand Tel: +64-9-419-2214 Fax: +64-9-418-3651 E-mail: robert@auerbach.co.nz Website: www.marketnewzealand.com/auerbach Disclaimer:
These checklists are provided for information purposes only and are no substitute for professional advice, which should be sought prior to entering into any transaction. New Zealand Trade and Enterprise (NZTE) has not verified these checklists and makes no representations as to the completeness, correctness, currency, accuracy or fitness for purpose of the information, or the person that prepared the information. Accordingly, NZTE will not be responsible for any damage or loss suffered by any person arising from the information whether that damage or loss arises from negligence or otherwise.
Consulting Agreement Checklist April 2006
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