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If you are going to be on retainer to offer services to a customer, use this contract. The Services Retainer Agreement outlines the services that will be offered, billing rates, conditions, and cancellation terms.
Document Length: 3 Pages
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Alternate documents are those which may be used instead of this document depending on your situation. Alternate documents may be better suited for different size projects, more specialized projects, variations on rights, etc.

Alternate Documents:
Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a contract management system.

Related Documents:
Services Retainer Agreement
Disclaimers: Proposal Kit, Inc. makes no warranty and accepts no responsibility for suitability of any materials to licensees business. Proposal Kit, Inc. assumes no responsibility or liability for errors or inaccuracies. Licensee accepts all responsibility for results obtained. Information included is not legal advice. Use of any supplied materials constitutes acceptance and understanding of these disclaimers.

Writing the Services Retainer Agreement document

RETAINER AGREEMENT THIS AGREEMENT is made this current day day of current month current year by and between company name Company and company name Customer Agreements In consideration of the mutual covenants set forth in this Agreement Customer and Company hereby agree as follows. 1. Engagement of Services. Company agrees to render to Customer professional services as follows. a Insert the type of service to be covered under this retainer here. b Insert the type of service to be covered under this retainer here.

c Insert the type of service to be covered under this retainer here. d Insert the type of service to be covered under this retainer here. In addition to professional services Customer agrees to pay for additional expenses and third party costs incurred for or on behalf of Customer including but not limited to. a Copies shipping courier services printing media costs disks storage etc. b Insert any additional type of expense to be covered under this retainer here. c Insert any additional type of expense to be covered under this retainer here.

2. Billing and Understanding of Rates. Fees are based on the actual time spent on services performed at rate of hourly rate per hour billed in quarter hour 25 increments. Travel Rates shall be billed at hourly rate per hour and Insert the Travel Mileage Rate per mile. Phone conferences shall be billed at actual time when demanded or scheduled ahead of time by customer. Customer acknowledges that all phone or email time spent working on services for Customer shall be subject to the hourly billing rate. Rates are guaranteed for days from the date of this agreement. Rates may be adjusted after this date without prior approval. All estimates of time to complete given task are based on our evaluation of the task the extent of Companys involvement and the complexity of the task to be performed. During the course of working for Customer additional requirements or problems may become evident or additional work may be requested or required. Customer further understands that all estimates are done using the information made available to Company by Customer and that all estimates may be subject to modification at any time. Company shall submit an itemized account of all time spent on particular task and Company shall not exceed Insert Maximum Billing Amount in monthly billing without Customers prior written or unilateral verbal approval. 3. Cancellation. a Should Customer ultimately not engage Company for services Customer agrees to cancellation fee of Insert the Retainer Cancellation Fee to be deducted from the retainer in addition to any expenses or third party costs Company has paid on behalf of Customer.

b Upon termination or expiration of Agreement Customer agrees to be solely responsible for any additional third party fees for any service utilized for or on behalf of Customer by Company. Additional expenses may include but are not limited to. hosting fees licenses translations royalties talent and other associated fees. 4. Retainer. To secure Companys commitment to perform the services listed above Customer agrees to pay Company Insert the Retainer Contract Fee as retainer to be credited against all future services performed. 5. General Provisions. 5 Entire Agreement.

This Agreement contains the entire agreement between the parties relating to the subject matter hereof and supersedes any and all prior agreements written or oral between the parties related to the subject matter hereof. No modification of this Agreement shall be valid unless made in writing and signed by both of the parties hereto. 5 Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of state or province. Exclusive jurisdiction and venue shall be in the county County state or province Superior Court. 5 Binding Effect. This Agreement shall be binding upon and inure to the benefit of Customer and Company and their respective successors and assigns provided that Company may not assign any of its obligations under this Agreement without Customers prior written consent.

5 Waiver. The waiver by either party of any breach or failure to enforce any of the terms and conditions of this Agreement at any time shall not in any way affect limit or waive such partys right thereafter to enforce and compel strict compliance with every term and condition of this Agreement. 5 Good Faith. Each party represents and warrants to the other that such party has acted in good faith and agrees to continue to so act in the negotiation execution delivery performance and any termination of this Agreement. 5 Right to Withhold Creative Content and Services. In the event Customer fails to make any of the payments set forth on Exhibit within the time prescribed in Exhibit Company has the right to withhold further creative content and services performed for or on behalf of Customer until payment in full is made plus accrued late charges of 2% per month. 5 Indemnification.

Customer agrees to indemnify and hold Company harmless from any and all claims brought by any third party relating to any aspect of the services including but without limitation any and all demands liabilities losses costs and claims including attorneys fees arising out of injury caused by Customers products services material supplied by Customer copyright infringement and defective products sold via the advertising or services. Further Customer agrees to indemnify Company from responsibility for problems disruptions caused by third party services and contractors that Customer may use such as media buyers transportation merchant accounts shopping carts shipping hosting services real time credit card processing and other services that relate to the execution of the services outlined in this Agreement by Company. 5 Use of Services and Creative Content for Promotional Purposes. Customer grants Company the right to use the creative content description of services performed results of services and campaign data as it sees fit for promotional purposes. 5 No Responsibility for Theft. Company has no responsibility for any third party taking all or any part of the content ideas or services provided to Customer by Company. 5. 10 Attorneys Fees.

In the event any party to this Agreement employs an attorney to enforce any of the terms of the Agreement the prevailing party shall be entitled to recover its actual attorneys fees and costs including expert witness fees. 5. 11 Term of Agreement. This Agreement shall begin on current date and shall continue in full force until terminated by either party upon at least thirty days prior written notice. Both parties represent and warrant that on the date first written above they are authorized to enter into this Agreement in entirety and duly bind their respective principals by their signatures below. EXECUTED as of the date first written above. company name By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed

company name By signator authorized signature or signer. Job title of signator authorized signature or signer. Date when the contact was signed Customer Initials Company Initials

How do you write a Invoice Billing Template document? (alternate or related contract document)

company name INVOICE address address city state or province zip or postal code Phone phone number DATE. current date INVOICE WorkOrder Bill To. company name

Attn. first name last name address address city state or province zip or postal code phone number For. What you are billing client for here DESCRIPTION HOURS RATE AMOUNT TOTAL Special. Make all checks payable to company name

Total due in days. Overdue accounts subject to service charge of 1% per month. THANK YOU FOR YOUR BUSINESS.

Writing the Hourly Services Agreement document (alternate or related contract document)

STANDARD HOURLY SERVICES AGREEMENT Scope of Work to be Performed company name Company is being retained to provide Insert description of the services to be provided services to company name as directed by company name Management and Staff. Schedule of Fees Fees for the above referenced services will be billed at flat hourly rate per hour. company name will invoice on semi monthly basis and payment is due NET days after presentation of the invoice. Any information concerning the services rendered under this agreement or any sensitive information disclosed to company name will be held in strictest confidence. company name will not disclose any information in whole or in part to any party for any purpose whatsoever without specific prior approval of the Customer. This agreement shall be binding after company name receives Insert the amount of the retainer fee retainer. The retainer shall be used and applied against whichever last invoice company name has turned in for all services rendered under this agreement. company name may require company name to renew its retainer periodically depending on the total amount of services rendered by Company. This agreement commences when signed by both parties and returned to company name along with the agreed upon retainer. company name company name

By signator authorized signature or signer. By. Date Date address address city state or province zip or postal code

phone number

How to write my Exhibit A (Payment Terms) document (alternate or related contract document)

Select an appropriate payment terms from the list of possible choices depending on the agreement being used with and delete the rest. For example if using project development contract use one of the first three milestone based payment terms. If using VAR Reseller contract or for general pricing use the payment terms pricing plan at the end of the list of plans below. EXHIBIT A PAYMENT TERMS 1. Customer agrees to pay Developers fee of Insert Total Payment Amount according to the following terms. A. 90% of the estimated price upon execution of the Agreement. 2. Customer agrees to the pay for all out of pocket expenses incurred by Developers in developing the project including but without limitation any. A. License fees B. Outsource services billed for Customer

C. Film and Developing D. Shipping E. Domain name registration F. Host costs for ISP G. Hardware and software

H. Travel 3. Customer agrees to pay for the Developers fee and all expenses as set forth above within days of invoice. All unpaid balances shall accrue interest at 2% per month. 4. Customer agrees that any changes customer makes to the specification may adversely affect the original estimate. Extra time incurred above and beyond the original specification will be billed at an hourly rate of hourly rate and is not subject to the costs estimates and caps in 1. above. 5. Customer agrees that estimated yearly maintenance costs are only estimates and are not included in the quoted price. EXHIBIT A PAYMENT TERMS

1. Customer agrees to pay Developers fee of Insert Total Payment Amount according to the following terms. A. 3 of the fee upon execution of the Agreement; B. 3 of the fee upon completion of Insert Key Payment Milestone C. The remaining upon completion per the specification. 2. Customer agrees to the pay for all out of pocket expenses incurred by Developers in developing the project including but without limitation any.

A. License fees B. Outsource services billed for Customer C. Film and Developing D. Shipping E. Domain name registration F. Host costs for ISP G. Hardware and software

H. Travel 3. Customer agrees to pay for the Developers fee and all expenses as set forth above within days of invoice. All unpaid balances shall accrue interest at 2% per month. 4. Customer agrees that any changes customer makes to the specification may adversely affect the original estimate. Extra time incurred above and beyond the original specification will be billed at an hourly rate of hourly rate and is not subject to the costs estimates and caps in 1. above. 5. Customer agrees that estimated yearly maintenance costs are only estimates and are not included in the quoted price. EXHIBIT A PAYMENT TERMS 1. Customer agrees to pay Developers an hourly fee according to the following terms. A. 10% of the estimate upon execution of the Agreement of Insert Total Payment Amount

B. Customer is billed at hourly rate per hour at the completion of each milestone. C. The customer will not be liable for more than Insert Maximum Amount Liable for in hourly work. 2. Customer agrees to the pay for all out of pocket expenses incurred by Developers in developing the project including but without limitation any. A. License fees B. Outsource services billed for Customer

C. Film and Developing D. Shipping E. Domain name registration F. Host costs for ISP G. Hardware and software H. Travel 3. Customer agrees to pay for the Developers fee and all expenses as set forth above within days of invoice. All unpaid balances shall accrue interest at 2% per month. 4. Customer agrees that any changes customer makes to the specification may adversely affect the original estimate. Extra time incurred above and beyond the original specification will be billed at an hourly rate of hourly rate and is not subject to the costs estimates and caps in 1. above.

5. Customer agrees that estimated yearly maintenance costs are only estimates and are not included in the quoted price. EXHIBIT A CREDIT CARD PAYMENT PLAN Authorization for credit card payments for development per Exhibit and B. Charges to be applied as Customer accepts each milestone. Customer accepts liability for all costs incurred including but not limited to chargebacks and reversals. Card Number

Expiration Date Name on Card Title Phone. phone number Fax. fax number Email. email address Company. company name Street. address address

City. city Country. country EXHIBIT A PAYMENT TERMS Pricing Plan. Insert your pricing plan here. Discounts. Insert any discounts available here.

Restrictions. Insert any restrictions here.

Writing the Billable Services Reference Sheet document (alternate or related contract document)

ADDENDUM. company name BILLABLE SERVICES. REFERENCE SHEET The purpose of this document is to explain several of the various services company name offers and to differentiate them from one another in order to understand how company name bills for its time and services. The following is list of the various services we offer and the billable rate per hour for each of the services. You may refer to these rates when calculating the job cost for each project. Service Type Billing Rate Hour Insert type of service offered hourly rate Insert type of service offered hourly rate Insert type of service offered hourly rate Insert type of service offered hourly rate Insert type of service offered hourly rate Fixed Rates and Costs

During the course of working with company name the following rates for expenses and fixed costs will apply. Fixed Cost Type Billing Rate Hour Insert description of cost type hourly rate Insert description of cost type hourly rate Insert description of cost type hourly rate Insert description of cost type hourly rate Insert description of cost type hourly rate Pass Through Costs and Expenses During the course of working with company name the following items may be billed to Company accounts on behalf of our clients. Pass Through Cost Type Billing Rate Hour Insert description of cost type hourly rate Insert description of cost type hourly rate Insert description of cost type hourly rate Insert description of cost type hourly rate Insert description of cost type hourly rate

Writing the Project Contract Acceptance Signoff Form document (alternate or related contract document)

company name Project Acceptance Signoff address address city state or province zip or postal code Phone phone number DATE. current date Order WorkOrder

Client. company name city state or province zip or postal code Phone phone number For. General Description of Project Deliverables Please initial the following sections which detail the projects deliverables contracted between company name and company name and sign the Acceptance of Agreement at the bottom of this document. Initials Description of Completed Milestone

Acceptance of Milestone #1 description here Acceptance of Milestone #2 description here Acceptance of Milestone #3 description here Acceptance of Milestone #n description here Acceptance of Project per Contract Specifications. ACCEPTANCE OF AGREEMENT. I certify that have received the above project deliverables from company name and that the deliverables listed above have been demonstrated delivered or otherwise completed to my satisfaction. Best Practice Note. If billing by credit card the above line should include permission to charge their credit card. This helps reduce your chargeback exposure. Example. Florentine Design Group LLC may now charge the final installment of 390 to AMEX ************345 for completion of the project. Clients signature

Writing the Project Contract Acceptance Signoff Form (Verbose) document (alternate or related contract document)

company name Project Acceptance Signoff address address city state or province zip or postal code Phone. phone number DATE. current date Order WorkOrder Client. company name

city state or province zip or postal code Phone. phone number For. General Description of Project Deliverables Please initial the following sections which detail the projects deliverables contracted between company name and company name and sign the Acceptance of Agreement at the bottom of this document. Initials Description of Completed Milestone Acceptance of Milestone #1 description here

Acceptance of Milestone #2 description here Acceptance of Milestone #3 description here Acceptance of Milestone #n description here Acceptance of Project per Contract Specifications. ACCEPTANCE OF AGREEMENT.

I certify that have received the above project deliverables from company name and that all deliverables have been demonstrated delivered or otherwise completed to company names satisfaction. further certify and release company name from any further obligation or duty unless otherwise agreed upon in writing. I understand that by signing this agreement release company name from any and all liability tort or claim concerning this project. further understand that all files provided to company name are to be used at company names sole risk and responsibility and all files should be tested prior to sending them to press replication or any other mass production. company name may now charge or invoice company name any outstanding monies owed for completion of the project. Best Practice Note. If billing by credit card the above line should include permission to charge their credit card. This helps reduce your chargeback exposure. Example. Florentine Design Group LLC may now charge the final installment of 390 to AMEX ************345 for completion of the project. Clients signature. Date.

How do you write a Contract Change Form (During Development) document? (alternate or related contract document)

company name Contract Addendum company name address address city state or province zip or postal code Phone phone number Fax fax number DATE. current date

Order contract reference number Bill To. company name address address city state or province zip or postal code Phone phone number Fax fax number For. Invoice. Product and or Service

Addendum. Contract #contract reference number Additional Services The following is request to amend the previous established and contracted relationship between company name and company name and is to act as an addendum to any existing contract or relationship established between the two parties. Authorized changes may also impact delivery dates and milestones. The undersigned party desires company name to provide the following additional goods and services. Total. Delivery Date Milestone Impact. Entire Agreement. This Agreement contains the entire Agreement between the parties relating to the subject matter hereof and supersedes any and all prior agreements or understandings written or oral between the parties related to the subject matter hereof. No modification of this Agreement shall be valid unless made in writing and signed by both of the parties hereto. Binding Effect. This Agreement shall be binding upon and inure to the benefit of Customer and Developers and their respective successors and assigns provided that Developers may not assign any of his obligations under this Agreement without Customers prior written consent. PAYMENT TERMS. Net days. 1. 5% Interest monthly on accounts past due days. ACCEPTANCE OF AGREEMENT. The above prices specifications and conditions are hereby accepted. The designer is authorized to execute the project or provide software as outlined in this Agreement. Payment will be made as proposed above.

Customers signature Title Date Developers signature Title Date

A Document from Contract Pack

The editable Services Retainer Agreement template - complete with the actual formatting and layout is available in the retail Contract Packs.
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