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

Fields (38)

Parties

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

Terms

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

Payment

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

Terms

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

Payment

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

Terms

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

Deliverables

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

Terms

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

Payment

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

Deliverables

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

Terms

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

Signature Block

FieldTypeDescription
Provider Signatory Type enum Whether the Provider signatory is an entity or individual
Provider Signatory Name string Full legal name of the Provider's signatory
Provider Signatory Title string Title/role of the Provider's signatory (entity only)
Provider Signatory Company string Company name for the Provider signatory (entity only)
Provider Signatory Email string Notice email address for the Provider
Customer Signatory Type enum Whether the Customer signatory is an entity or individual
Customer Signatory Name string Full legal name of the Customer's signatory
Customer Signatory Title string Title/role of the Customer's signatory (entity only)
Customer Signatory Company string Company name for the Customer signatory (entity only)
Customer Signatory Email string Notice email address for the Customer

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