Attachment G, Appendix 2 - SOW.docx

UPST BID #, NAME: UMCEN-2025-0736, UMass ERP Roadmap Consultant UMASS CAMPUS, DEPARTMENT: UMass System, Innovation & Operational Services (UMass President’s Office)

REQUEST FOR PROPOSALS

ATTACHMENT G, APPENDIX 2 – STATEMENT OF WORK (TEMPLATE)

(Sample, for typical engagement)

[Note to Respondents: This SOW for reference only. Form to be completed for each engagement.]

This Statement of Work (“SOW” or “Contract”) is made, entered into, and effective on , (“SOW Effective Date”) by and between (the “Contractor”) and (“Agency” collectively Agency and Contractor individually the “Party” and collectively referred to as the “Parties”). The terms and conditions set forth in the Agency's Contract for Service or Master Services Agreement (the “CFS” or “MSA”) Number between the Parties dated (“Agreement Start Date”) are incorporated by reference herein and made a part hereof (collectively the MSA or CFS and SOW referred to as the “Agreement”).

1. PURPOSE

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2. AUTHORIZED REPRESENTATIVES

Contractor and Agency Authorized Representatives. Primary contact for Contractor and Agency regarding the services to be provided with this SOW, and to receive notices from under this SOW are:

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3. TERM

The term of this SOW is: Click or tap to enter a date. - Click or tap to enter a date. OR Click or tap here to enter text.

If the Parties agree to extend or renew the term of this Contract as set forth in the Agreement, each additional term shall be defined as an "Extension Term", upon the same terms and conditions, with fees and hourly rates consistent with original contract.

4. SCOPE AND DELIVERABLES

[Note: Demonstrated below are a sample scope of services format. It is the expectation the details of Scope and Deliverables will vary based on the services.]

The following services shall be included in this SOW:

A. SUBCATEGORY OF WORK

Choose an item.

B. General Information

The professional services required will include, but may not be limited to:

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C. Scope

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D. Deliverables

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5. ROLES AND RESPONSIBILITIES

IF PROJECT IS TIME AND MATERIAL

Contractor is responsible for providing the following resources under this SOW:

Agency is responsible for making the following resources available to Contractor during the term of this SOW. Agency is responsible for the following under this SOW:

6. PAYMENT SCHEDULE

IF PROJECT IS BASED ON MILESTONES/FIXED FEE

IF PROJECT IS TIME AND MATERIAL

7. PAYMENT TERMS

[MILESTONE/ FIXED FEE PAYMENT TERMS] Agency payment terms are net Click or tap here to enter text.. The Contractor shall invoice Agency at the completion of the scope phases specified herein. All invoices shall be sent to:

[TIME AND MATERIAL PAYMENT TERMS] Agency payment terms are Click or tap here to enter text.. The Contractor shall invoice Agency Choose an item.. All invoices shall be sent to:

AGENCY INVOICE CONTACT

8. TRAVEL AND REIMBURSEMENTS

All Travel and Reimbursements are included in this SOW. Under no circumstances will the Contractor invoice for travel or reimbursement unless pre-approved by Agency. The following are allowable expenses under this SOW and shall not exceed the specified totals:

9. CONTRACTOR ASSIGNED PERSONNEL

The following key personnel are assigned to manage this contract:

Click or tap here to enter text. President/CEO, or Principle

Click or tap here to enter text. Financial Officer

Click or tap here to enter text. COO/General Manager

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10. CHANGE MANAGEMENT

In the event this SOW requires changes or modifications during the term, the parties will sign a mutually agreed upon Amendment as outlined in Exhibit A.

11. [OPTIONAL SECTION] DATA PRIVACY AND PROTECTION

Contractor shall maintain strict data and personal privacy protections in regard to any services provided in Section 6, and follow all Agency, state, and federal regulations associated therein, including but not limited to: The United States Federal Privacy Act of 1974, the Health Insurance Portability and Privacy Act (HIPAA), any of Massachusetts Department of Mental Health privacy practices, and any and all Massachusetts specific health and data privacy regulations including but not limited to MGL chapter(s) 111, 112, 123, 149, 208, and 1760.

12. CONTRACT GENERAL CONDITIONS

Any Contractor obligation, duty, or activity identified herein shall be deemed a service for purposes of the Contract. The services shall include any inherent task reasonably necessary to perform any obligation, duty, or activity identified herein. All services shall be performed in such a manner that there will be no interference with the proper operation of Agency or any activities thereof.

IN WITTNESS THERE OF, the Parties have caused this SOW to be effective as of the date above by their duly authorized signers

By: {{Sig_es_:signer2:signature}}

By: {{Sig_es_:signer1:signature}}

Printed Name:

{{N_es_:signer2:fullname}}

Printed Name: {{N_es_:signer1:fullname}}

Title:

{{Ttl_es_:signer2:title}}title}} Title: {{Ttl_es_:signer1:title}}

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