Statement of Work Template

Draft for business use; independent legal review recommended. Complete and sign this document with the applicable Professional Services Terms before work begins.

Parties and project

• Customer legal name: [complete]
• Coal Road contracting entity: [complete]
• SOW number/date: [complete]
• Project name: [complete]
• Authorized representatives: [complete]

Scope and deliverables

Business objective: [complete]. Included work and deliverables: [complete]. Explicit exclusions: [complete]. Source systems, environments, integrations, and versions: [complete]. Acceptance criteria and review period: [complete].

Schedule and dependencies

Target milestones: [complete]. Customer-provided access, data, decisions, staff, and approvals: [complete]. Third-party/vendor dependencies and approval risks: [complete]. Delays and change-control process: [complete].

Fees and expenses

Pricing basis: [hourly/fixed]. Rate/package and estimate: [complete]. Any pre-launch/draft rate status: [complete]. Payment milestones and due dates: [owner-approved terms required]. Travel, taxes, infrastructure, and third-party charges: [complete]. No estimate is a cap unless expressly stated.

Data, security, and access

Data categories and authorized handling: [complete]. Customer-approved environments: [complete]. Access method and revocation: [complete]. Backup, retention, and deletion responsibilities: [complete]. Incident contact and escalation: [complete].

Ownership and license

Customer-specific deliverables and reusable Coal Road components are treated under the Professional Services Terms and any express assignment/license written here: [complete]. No copyright transfer or redistribution right is implied by this template.

Sign-off

Customer: ____________________ Date: ________ Coal Road: ____________________ Date: ________