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Consultant Services Master Agreement Template for Canada

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Key Requirements PROMPT example:

Consultant Services Master Agreement

"I need a Consultant Services Master Agreement for my technology company based in Ontario, Canada, that will be engaging software development consultants from various provinces, with strong IP protection clauses and data privacy requirements."

Document background
The Consultant Services Master Agreement serves as the primary contractual framework for organizations engaging external consultants or consulting firms in Canada. This agreement is essential for businesses that regularly require external expertise and want to standardize their consulting relationships under a single master terms structure. It establishes the fundamental legal and commercial framework while allowing flexibility through individual Statements of Work. The document ensures compliance with Canadian federal and provincial requirements regarding independent contractor relationships, intellectual property rights, privacy laws, and tax obligations. This master agreement is particularly valuable for organizations that engage multiple consultants or require recurring consulting services, as it streamlines the contracting process while maintaining consistent terms and risk allocation.
Suggested Sections

1. Parties: Identification of the company and consultant, including full legal names and addresses

2. Background: Context of the agreement and general nature of consulting services to be provided

3. Definitions: Key terms used throughout the agreement including 'Services', 'Deliverables', 'Intellectual Property', 'Confidential Information'

4. Engagement and Scope: Framework for engaging consultant and general scope of services

5. Independent Contractor Relationship: Clear statement of independent contractor status and relationship between parties

6. Statements of Work: Process for creating, approving and executing specific SOWs under the master agreement

7. Fees and Payment Terms: Framework for compensation, invoicing, expenses, and payment terms

8. Intellectual Property Rights: Ownership and transfer of IP created during the engagement

9. Confidentiality: Protection of confidential information and trade secrets

10. Representations and Warranties: Basic promises about capability, quality, and compliance with laws

11. Indemnification: Mutual or one-way indemnification obligations

12. Limitation of Liability: Caps on liability and exclusions of certain types of damages

13. Term and Termination: Duration of agreement and termination rights

14. General Provisions: Standard boilerplate including governing law, notices, assignment, etc.

Optional Sections

1. Insurance: Requirements for specific insurance coverage - include when consultant provides high-risk services

2. Data Protection: Specific provisions for handling personal data - include when consultant will access personal information

3. Non-Competition: Restrictions on competing activities - include for strategic consultants with access to sensitive information

4. Non-Solicitation: Restrictions on soliciting employees or clients - include for consultants with significant client contact

5. Compliance with Policies: Obligation to comply with client policies - include when consultant works on-site or with client systems

6. Background Checks: Requirements for security clearance - include for work with sensitive information or regulated industries

7. Service Levels: Specific performance metrics - include for technical or ongoing operational consulting

8. Disaster Recovery: Business continuity requirements - include for critical service providers

Suggested Schedules

1. Schedule A - Form of Statement of Work: Template SOW including scope, deliverables, timeline, and fees

2. Schedule B - Rate Card: Standard rates for different types of services or consultant roles

3. Schedule C - Service Levels: Detailed service level requirements and measurements if applicable

4. Schedule D - Insurance Requirements: Specific insurance types and coverage amounts required

5. Schedule E - Approved Subcontractors: List of pre-approved subcontractors if applicable

6. Appendix 1 - Data Protection Requirements: Detailed data handling and privacy requirements

7. Appendix 2 - Security Requirements: IT security and access control requirements

8. Appendix 3 - Compliance Requirements: Industry-specific compliance requirements if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions






























Clauses


































Relevant Industries

Technology

Management Consulting

Professional Services

Healthcare

Financial Services

Manufacturing

Energy

Telecommunications

Education

Construction

Engineering

Research and Development

Information Technology

Business Services

Relevant Teams

Legal

Procurement

Human Resources

Finance

Operations

Vendor Management

Risk Management

Compliance

Project Management Office

Information Technology

Supply Chain

Relevant Roles

Procurement Manager

Legal Counsel

Contract Manager

Project Manager

Human Resources Director

Chief Financial Officer

Operations Manager

Vendor Management Specialist

Risk Management Officer

Compliance Officer

Business Unit Director

Chief Technology Officer

Program Manager

Resource Manager

Industries










Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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