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Project Engagement Letter Template for New Zealand

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Key Requirements PROMPT example:

Project Engagement Letter

"I need a Project Engagement Letter for a 6-month IT infrastructure upgrade project starting March 2025, where we'll be providing consulting services to a medium-sized retail client in Auckland, with specific emphasis on data protection and staged payments."

Document background
The Project Engagement Letter is a fundamental business document used in New Zealand to formalize project-based professional relationships. It serves as an intermediate step between a proposal and a full service agreement, providing sufficient detail and legal protection while maintaining accessibility and clarity. This document type is particularly useful for consultants, agencies, and professional service providers undertaking defined projects for clients. The letter combines essential commercial terms with legal requirements under New Zealand law, including compliance with the Contract and Commercial Law Act 2017 and Fair Trading Act 1986. It typically includes project scope, timelines, deliverables, payment terms, and key personnel, with additional schedules for detailed specifications.
Suggested Sections

1. Addressing and Date: Formal business letter heading with recipient's name, title, company, and address, plus date

2. Opening Reference: Reference to previous discussions or proposal regarding the project

3. Project Overview: Brief description of the project and confirmation of engagement

4. Scope of Services: Clear outline of what services will be provided and key deliverables

5. Timeline and Milestones: Key dates, phases, and delivery schedule

6. Fees and Payment Terms: Clear statement of fees, payment schedule, and payment methods

7. Key Personnel: Identification of key team members and their roles

8. Client Obligations: What is required from the client for successful project delivery

9. Terms and Conditions: Reference to standard terms and conditions that apply

10. Acceptance Process: How to indicate acceptance of the engagement (signature block)

Optional Sections

1. Assumptions and Dependencies: Include when project success relies on specific assumptions or external factors

2. Change Management Process: Include for complex projects where scope changes are likely

3. Risk Management: Include for high-risk or high-value projects

4. Quality Assurance: Include for projects with specific quality requirements or standards

5. Confidentiality Statement: Include when dealing with sensitive information or IP

6. Insurance Coverage: Include for high-risk projects or when required by client

7. Dispute Resolution: Include for high-value projects or when working with new clients

8. Early Termination Provisions: Include for long-term or complex projects

Suggested Schedules

1. Schedule 1: Detailed Scope of Work: Comprehensive breakdown of project deliverables, specifications, and requirements

2. Schedule 2: Fee Schedule: Detailed breakdown of fees, rates, and payment milestones

3. Schedule 3: Project Timeline: Detailed project schedule with all milestones and deadlines

4. Schedule 4: Standard Terms and Conditions: Full terms and conditions referenced in the main letter

5. Appendix A: Key Personnel CVs: Optional appendix with team member qualifications and experience

6. Appendix B: Technical Specifications: Optional appendix for detailed technical requirements or standards

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

Information Technology

Construction

Professional Services

Management Consulting

Engineering

Architecture

Digital Services

Business Advisory

Environmental Services

Healthcare

Education

Financial Services

Creative Industries

Research and Development

Relevant Teams

Legal

Operations

Commercial

Project Management Office

Business Development

Finance

Procurement

Account Management

Risk and Compliance

Professional Services

Relevant Roles

Project Manager

Business Development Manager

Consultant

Managing Director

Chief Executive Officer

Operations Manager

Contract Manager

Legal Counsel

Commercial Manager

Account Manager

Program Director

Department Head

Senior Consultant

Business Analyst

Project Coordinator

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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