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CRM RFP Services Contractual Requirements

INVOICES
Unless otherwise set forth in a Statement of Work, CRM Service Provider agrees to invoice monthly in arrears, for the Services provided by Service Provider under the Statement of Work in accordance with the fee structure set forth on the Statement of Work. All invoices shall include Service Provider's tax identification number and a detailed description of Services rendered. We will reimburse Service Provider for the reasonable and actual out-of-pocket travel-related expenses incurred by CRM Service Provider's employees in connection with the performance of Service Provider's obligations hereunder, provided that such expenses (including living accommodations, ground transportation, and meals, but excluding air fare) shall not exceed $185 per person per day without prior written consent. Furthermore, all expense reimbursement requests by Service Provider shall require supporting documentation. Allowable per diem expenses will not exceed $185 for traveling personnel. Local personnel, residing within one hundred miles of the location where they will be assigned, are not eligible for per diem reimbursement.

RATES
Billing rates shall be fixed for the duration of the CRM software project. Billing rates shall not incur add-on overhead or allocation stacking of any type.

PAYMENT TERMS
The charges invoiced by CRM Service Provider shall be payable within thirty (30) days of receipt of each invoice.

RECORDS
CRM Service Provider shall maintain complete and accurate records, in a form in accordance with generally accepted accounting principles (GAAP), to substantiate Service Provider's charges under any invoice. Service Provider shall retain such records for a period of three (3) years from the date of completion of all Services under the Statement of Work.

TAXES
There shall be added to any charges under this Agreement amounts equal to any applicable taxes, however designated, levied or based on the Services rendered, including sales and use taxes, paid or payable by CRM Service Provider.

INDEPENDENT CONTRACTOR
Nothing contained in this Agreement shall be construed to constitute Consultant as a partner, employee or agent of our organization, nor shall either party have the authority to bind the other in any respect, it being intended that each shall remain responsible for its own actions. Consultant is retained only for the purposes and to the extent set forth in this Agreement, and Consultant's relationship shall be that of an independent contractor. Neither Consultant nor Consultant's personnel shall be deemed to be employees. Consultant shall be solely responsible for, and shall indemnify and hold our organization harmless against, the payment of compensation to Consultant personnel assigned to perform Services, the payment of employment benefits, if any, workers' compensation, disability benefits and unemployment insurance, and withholding and remitting any local, state or federal payroll-related taxes or assessments related to performance of the CRM software related Services.

Advice:

As with all sections for the agreement, be sure to get legal counsel opinion and recommendation.