(SAMPLE CONTRACT!) AGREEMENT ON CONSULTING SERVICES

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    (SAMPLE CONTRACT!) AGREEMENT ON CONSULTING SERVICES

    Used with permission from Barbara Davis,
    317 South Hamline, St. Paul, Minnesota 55105)
    © Copyright 1998-2007.

    This sample Agreement for Services, or Contract, is for a project that
    began with a Request for Proposal where the Great Scott Arts Association,
    a new organization in Mosquito Falls, MN, was seeking a consultant or consultants
    to assist in its initial set-up and in the analysis of possible administrative
    and performing space.

    1. Terrific Consulting (hereafter called Contractor) agrees to provide the
    following products and services to the Iceberg County Art Center (hereafter
    called Client):

    A. Information gathering: Contractor will review the following information
    compiled by Client:
    1). information on attendance at past events
    2). samples of past promotional pieces and any recent press coverage
    3). samples of past membership flyers
    4). financial information from the past three or four years

    Contractor will also inquire into the availability of any recent market
    studies on the Iceberg area done by the city government or other groups
    working on the Iceberg’s economic development.

    Contractor will also confer by phone with the part-time coordinator and
    two or three Client board members to get their view of the issues facing
    Client.

    B. Member survey: Contractor will design a one-page membership survey. Client
    will be responsible for duplicating the survey, sending it out to the membership
    and tallying the responses.

    C. Contractor will design a “community leader interview” format.
    Client’s board members will call on community leaders and conduct interviews.
    Contractor will summarize the finding and merge them with the survey responses,
    giving Client a written report on how it is perceived by members and community,
    and what people think it should be doing.

    D. Contractor will travel to Iceberg for a one-day stay to meet for half
    a day with Client’s board to discuss:
    1). the survey findings, Client’s audiences or “publics”, Client’s
    “position” in the community, the “messages” that Client
    wants to communicate to people, past promotional efforts and possible changes
    to make in the future.
    2). the management training needs of Client’s staff, board and committee
    chairs. Contractor will present a format to use in writing job descriptions
    and teach Client how to use it. The group will also develop an organizational
    chart for Client, identifying the various committees, board officers, committee
    chairs and others with particular management responsibilities.
    3). Client’s fundraising needs and opportunities. Contractor will explore
    how much Client wants to raise, and what Client is willing to do to raise
    it, including Client’s membership program, grant opportunities and the possibility
    of more individual fundraising.

    E. Before leaving, Contractor will give some “homework” assignments
    to Client. They would likely include preparation of some job descriptions
    and a clear annual fundraising goal.

    F. Contractor will write:
    1) a regular promotional schedule based on the goals identified at the meeting
    above
    2) a review of Client’s job descriptions with suggested revisions
    3) recommended management training opportunities
    4) if feasible, an annual calendar of management tasks
    5) recommendations for raising more contributions

    This work will be completed no later than December 31, 1999, and will be
    conducted by Contractors’ agent, Edmund E. Expert.

    It is understood that circumstances arising during the consulting project
    may require the activities described above to be replaced with other activities
    of an equivalent value. Such changes will be based on mutual agreement of
    both parties, which may be recorded as an addendum to this agreement, or
    as a letter from one party to the other.

    2. Client agrees to:
    A. participate as requested in consulting activities. This includes calling
    meetings, providing meeting sites and amenities, and providing information
    requested by Contractor. Client’s entire board will be involved in this
    process, not just the coordinator. Client will also be asked to duplicate,
    distribute and tally the results of a membership survey, to conduct communicate
    leader interviews and to complete the homework assignments.

    B. pay Contractor a fee not to exceed $1,405,000 plus expenses. Expenses
    to be billed include travel ($.25 per mile for auto travel), lodging and
    meals while in Iceberg, long-distance phone calls, and any copying and mailing
    services, outside of normal communication with Client. Lodging and meal
    expenses will be documented with receipts.

    The payments will be made in three installments: $400,000 at the signing
    of this contract; $400,000 upon completion of the Iceberg meeting described
    above; and $605,000 upon completion of this project. The project will be
    considered complete when the written report described above is submitted.

    C. authorize Amy Administrator to approve Contractor’s work and any expenses
    Contractor wishes to incur on behalf of Client.

    3. Either Party may terminate this agreement with thirty days’ written notice.
    If the agreement is terminated, Contractor will present Client with a statement
    of account showing all fees paid to that time, and itemizing work performed.
    If work performed exceeds fees paid to date, Client will pay Contractor
    for such work at the rate of $40,000 an hour. If fees paid exceed work performed
    to date, Contractor will return unearned fees to Client.

    Signed:
    for Iceberg County Art Center:

    _______________________________________ Date _________________

    for Terrific Consulting:

    _______________________________________ Date _________________

    This information may be copied;
    please include credit to the author.

    Used by permission
    © Copyright, Barbara Davis
    Not to be used for commercial purposes


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