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Master Service Agreement (MSA)

An umbrella agreement governing ongoing business relationships, covering liability, intellectual property, dispute resolution, and general terms.

Master Service Agreement

This Master Service Agreement (this "Agreement" or "MSA") is entered into as of effective_date (the "Effective Date") by and between:

company_name ("Provider"); and

client_name ("Client").

Provider and Client are each referred to herein as a "Party" and collectively as the "Parties."


1. Scope and Structure

1.1 Purpose

This Agreement establishes the general terms and conditions under which Provider will perform professional services for Client. The specific scope, deliverables, timeline, and pricing for each engagement shall be defined in one or more Statements of Work ("SOWs") executed under this Agreement.

1.2 Relationship to SOWs

Each SOW shall reference this Agreement and shall be deemed incorporated herein by reference. In the event of any conflict between the terms of this Agreement and the terms of a SOW, the terms of this Agreement shall prevail unless the SOW expressly states that a specific provision of the SOW supersedes a specific provision of this Agreement. No SOW shall be effective unless signed by authorized representatives of both Parties.

1.3 SOW Requirements

Each SOW shall include, at a minimum: (a) a description of the services to be performed; (b) the deliverables, milestones, and acceptance criteria; (c) the timeline and schedule; (d) the pricing, payment schedule, and expense terms; (e) the personnel assigned to the engagement (if applicable); and (f) any project-specific terms that supplement or modify this Agreement.

2. Term and Renewal

2.1 Initial Term

This Agreement shall commence on the Effective Date and shall continue for an initial term of initial_term months (the "Initial Term").

2.2 Renewal

Following the Initial Term, this Agreement shall automatically renew for successive twelve (12) month periods (each a "Renewal Term" and together with the Initial Term, the "Term") unless either Party provides written notice of non-renewal at least sixty (60) days prior to the end of the then-current term.

2.3 Effect on Active SOWs

Termination or expiration of this Agreement shall not affect any SOW then in effect, which shall continue to be governed by this Agreement until the SOW is completed or separately terminated. The terms of this Agreement shall survive with respect to each active SOW.

3. Compensation and Payment

3.1 Pricing

Client shall compensate Provider for services as set forth in each applicable SOW. Pricing models may include fixed-price, time-and-materials, retainer, or such other models as agreed upon in the SOW. Unless otherwise specified in a SOW, Provider's standard rate card (as provided separately to Client) shall apply.

3.2 Invoicing

Provider shall submit invoices in accordance with the schedule set forth in each SOW. Each invoice shall include: (a) reference to the applicable SOW; (b) a description of services rendered during the billing period; (c) hours worked and applicable rates (for time-and-materials engagements); (d) milestone or deliverable completed (for fixed-price engagements); and (e) any approved reimbursable expenses with receipts.

3.3 Payment Terms

Unless otherwise specified in a SOW, all invoices are due and payable within payment_terms days of the invoice date. All payments shall be made in U.S. dollars via wire transfer, ACH, or check to the account designated by Provider.

3.4 Late Payments

Payments not received within the specified period shall accrue interest at the rate of 1.5% per month (or the maximum rate permitted by applicable law, whichever is less). Provider reserves the right to suspend services under any SOW if any invoice remains unpaid for more than forty-five (45) days, upon ten (10) days prior written notice.

3.5 Taxes

All fees are exclusive of applicable sales, use, VAT, GST, and similar taxes. Client shall be responsible for all such taxes, excluding taxes based on Provider's net income. If Provider is required to collect and remit such taxes, they shall be added to each invoice.

3.6 Expense Reimbursement

Client shall reimburse Provider for reasonable, pre-approved out-of-pocket expenses incurred in the performance of services. Expenses exceeding $500 individually or $2,000 per month in aggregate require Client's prior written approval. Travel expenses shall be incurred in accordance with Client's travel policy (if provided) or Provider's standard travel policy.

4. Personnel and Resources

4.1 Key Personnel

Provider shall assign qualified personnel to perform the services under each SOW. If a SOW identifies specific key personnel, Provider shall not replace such personnel without Client's prior written consent, which shall not be unreasonably withheld. Provider shall use commercially reasonable efforts to provide replacement personnel of equivalent qualifications.

4.2 Subcontractors

Provider may engage subcontractors to perform portions of the services, provided that: (a) Provider obtains Client's prior written consent (which shall not be unreasonably withheld); (b) each subcontractor is bound by terms no less restrictive than those in this Agreement; and (c) Provider remains fully responsible for all acts and omissions of its subcontractors.

4.3 Client Responsibilities

Client shall: (a) provide timely access to necessary personnel, systems, data, and facilities as reasonably required for Provider to perform the services; (b) designate a primary point of contact with decision-making authority for each SOW; (c) provide timely feedback, approvals, and decisions; and (d) perform any obligations assigned to Client in each SOW.

5. Intellectual Property

5.1 Work Product

All deliverables, reports, analyses, designs, software, documentation, and other materials created by Provider specifically for Client under a SOW ("Work Product") shall be the sole and exclusive property of Client upon full payment of all fees due under the applicable SOW. Provider hereby assigns to Client all right, title, and interest in and to the Work Product, including all intellectual property rights therein.

5.2 Pre-Existing IP

Each Party retains all right, title, and interest in and to its pre-existing intellectual property ("Background IP"). To the extent any Provider Background IP is incorporated into the Work Product, Provider hereby grants Client a non-exclusive, perpetual, irrevocable, worldwide, royalty-free license to use, reproduce, modify, and distribute such Background IP solely as part of and in connection with the Work Product.

5.3 Provider Tools and Methodologies

Provider retains ownership of its proprietary tools, methodologies, templates, frameworks, libraries, and general know-how ("Provider Tools"), including any enhancements thereto developed during the performance of services. Provider grants Client a non-exclusive, perpetual license to use any Provider Tools embedded in the Work Product solely as part of the Work Product.

5.4 Client Materials

All data, materials, documents, and information provided by Client to Provider for the purpose of performing the services ("Client Materials") shall remain the property of Client. Provider shall use Client Materials solely for the purpose of performing the services and shall return or destroy all Client Materials upon termination.

6. Confidentiality

6.1 Definition

"Confidential Information" means any non-public information disclosed by one Party (the "Disclosing Party") to the other Party (the "Receiving Party"), whether orally, in writing, electronically, or by inspection, that is designated as confidential or that a reasonable person would understand to be confidential given the nature of the information and the circumstances of disclosure. Confidential Information includes, without limitation, business plans, financial data, customer information, technical specifications, trade secrets, pricing, proposals, and this Agreement itself.

6.2 Obligations

The Receiving Party agrees to: (a) hold the Disclosing Party's Confidential Information in strict confidence; (b) use the Confidential Information solely for the purposes of this Agreement; (c) not disclose Confidential Information to any third party except to its employees and contractors who have a need to know and are bound by confidentiality obligations no less restrictive than those herein; and (d) protect Confidential Information using the same degree of care used for its own confidential information, but no less than reasonable care.

6.3 Exclusions

Confidential Information does not include information that: (a) is or becomes publicly available through no fault of the Receiving Party; (b) was already known to the Receiving Party prior to disclosure; (c) is independently developed without reference to the Disclosing Party's Confidential Information; or (d) is lawfully received from a third party without restriction.

6.4 Required Disclosures

If the Receiving Party is compelled by law to disclose Confidential Information, it shall provide the Disclosing Party with prompt written notice (to the extent legally permitted) and cooperate in seeking a protective order.

6.5 Survival

The confidentiality obligations shall survive termination of this Agreement for a period of three (3) years, provided that obligations regarding trade secrets shall survive for as long as such information remains a trade secret under applicable law.

7. Data Protection

7.1 Compliance

Each Party shall comply with all applicable data protection and privacy laws and regulations in the performance of this Agreement, including but not limited to the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and any other applicable data protection legislation.

7.2 Data Processing Agreement

If Provider processes personal data on behalf of Client, the Parties shall execute a Data Processing Agreement ("DPA") that complies with applicable law. The DPA shall be incorporated into and form part of this Agreement.

7.3 Security Measures

Provider shall implement and maintain appropriate technical and organizational measures to protect Client data against unauthorized access, loss, destruction, or alteration, including but not limited to: encryption of data in transit and at rest, access controls, regular security assessments, and employee training on data protection.

7.4 Data Breach

Provider shall notify Client without undue delay (and in no event later than seventy-two (72) hours) after becoming aware of any unauthorized access to or disclosure of Client data, and shall cooperate fully with Client in investigating and remediating the breach.

8. Representations and Warranties

8.1 Provider Warranties

Provider represents and warrants that:

(a) All services will be performed in a professional and workmanlike manner consistent with generally accepted industry standards;

(b) Provider has the authority to enter into this Agreement and to perform the obligations set forth herein;

(c) The Work Product will not infringe any third-party intellectual property rights;

(d) Provider will comply with all applicable laws, regulations, and industry standards in performing the services;

(e) Provider personnel assigned to perform services shall possess the qualifications, skills, and experience represented; and

(f) Provider will obtain and maintain all necessary licenses and permits required to perform the services.

8.2 Client Warranties

Client represents and warrants that: (a) Client has the authority to enter into this Agreement; (b) Client Materials provided to Provider will not infringe any third-party rights; and (c) Client will comply with all applicable laws in connection with its use of the Work Product and services.

8.3 Disclaimer

EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, NEITHER PARTY MAKES ANY WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT.

9. Insurance

Provider shall obtain and maintain during the Term, at Provider's sole expense, the following insurance:

(a) Commercial General Liability Insurance: insurance_minimum per occurrence, insurance_minimum aggregate;

(b) Professional Liability (Errors and Omissions) Insurance: insurance_minimum per claim;

(c) Workers' Compensation Insurance: As required by applicable law;

(d) Cyber Liability Insurance: insurance_minimum per claim (if Provider processes Client data); and

(e) Such other insurance as may be required by applicable law or as specified in a SOW.

Provider shall name Client as an additional insured on its Commercial General Liability policy and shall provide certificates of insurance upon request. Provider shall provide at least thirty (30) days notice of any cancellation or material change in coverage.

10. Limitation of Liability

EXCEPT FOR BREACHES OF SECTION 5 (INTELLECTUAL PROPERTY), SECTION 6 (CONFIDENTIALITY), SECTION 11 (INDEMNIFICATION), OR FRAUD OR WILLFUL MISCONDUCT:

(a) NEITHER PARTY SHALL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, REVENUE, DATA, OR BUSINESS OPPORTUNITIES, REGARDLESS OF THE CAUSE OF ACTION OR THEORY OF LIABILITY;

(b) EACH PARTY'S TOTAL AGGREGATE LIABILITY UNDER THIS AGREEMENT AND ALL SOWs SHALL NOT EXCEED THE GREATER OF: (i) THE TOTAL FEES PAID OR PAYABLE UNDER THE APPLICABLE SOW IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM; OR (ii) $[Liability Cap Amount].

11. Indemnification

11.1 Provider Indemnification

Provider shall indemnify, defend, and hold harmless Client and its officers, directors, employees, and agents from and against any third-party claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from:

(a) Provider's material breach of this Agreement;

(b) Provider's negligent or willful acts or omissions in performing the services;

(c) Any allegation that the Work Product infringes a third-party's intellectual property rights; or

(d) Provider's violation of applicable laws or regulations.

11.2 Client Indemnification

Client shall indemnify, defend, and hold harmless Provider and its officers, directors, employees, and agents from and against any third-party claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from:

(a) Client's material breach of this Agreement;

(b) Client's use of the Work Product in a manner not contemplated by this Agreement;

(c) Client Materials that infringe a third-party's intellectual property rights; or

(d) Client's violation of applicable laws or regulations.

11.3 Indemnification Procedure

The indemnified Party shall: (a) provide prompt written notice of any claim; (b) grant the indemnifying Party sole control of the defense and settlement (provided the indemnifying Party shall not settle any claim that imposes liability on the indemnified Party without consent); and (c) provide reasonable cooperation at the indemnifying Party's expense.

12. Termination

12.1 Termination for Convenience

Either Party may terminate this Agreement for convenience by providing sixty (60) days written notice to the other Party.

12.2 Termination for Cause

Either Party may terminate this Agreement immediately upon written notice if the other Party: (a) commits a material breach that remains uncured for thirty (30) days after written notice specifying the breach in reasonable detail; (b) becomes insolvent, files for bankruptcy, or ceases to conduct business in the ordinary course; or (c) engages in fraud or willful misconduct.

12.3 Termination of Individual SOWs

Either Party may terminate an individual SOW without terminating this Agreement, in accordance with the termination provisions of that SOW or, if none, by providing thirty (30) days written notice.

12.4 Effect of Termination

Upon termination of this Agreement or any SOW: (a) Client shall pay Provider for all services satisfactorily rendered and expenses properly incurred through the effective date of termination; (b) Provider shall promptly deliver all completed and in-progress Work Product; (c) each Party shall return or destroy all Confidential Information of the other Party; and (d) the following Sections shall survive termination: 5 (IP), 6 (Confidentiality), 7 (Data Protection), 8.3 (Disclaimer), 10 (Limitation of Liability), 11 (Indemnification), 12.4 (Effect of Termination), and 13 (Dispute Resolution).

13. Dispute Resolution

13.1 Escalation

The Parties shall first attempt to resolve any dispute through good-faith negotiation between the designated project managers. If unresolved within fifteen (15) days, the dispute shall be escalated to senior management of each Party for an additional fifteen (15) day negotiation period.

13.2 Mediation

If the dispute remains unresolved after the escalation period, the Parties agree to submit the dispute to non-binding mediation administered by JAMS or a mutually agreed mediator, conducted in governing_state.

13.3 Arbitration

If mediation fails to resolve the dispute within thirty (30) days, the dispute shall be submitted to final and binding arbitration under the rules of the American Arbitration Association, conducted in governing_state. The arbitration shall be conducted by a single arbitrator with relevant industry experience. The arbitrator's decision shall be final and binding, and judgment thereon may be entered in any court of competent jurisdiction.

13.4 Injunctive Relief

Notwithstanding the foregoing, either Party may seek injunctive or other equitable relief in any court of competent jurisdiction to protect its Confidential Information or intellectual property rights without first engaging in the dispute resolution procedures above.

14. General Provisions

14.1 Governing Law

This Agreement shall be governed by and construed in accordance with the laws of the State of governing_state, without regard to its conflict of law principles.

14.2 Notices

All notices under this Agreement shall be in writing and shall be deemed duly given when: (a) delivered personally; (b) sent by confirmed email; or (c) sent by nationally recognized overnight courier, to the following addresses:

Provider: notice_address_provider

Client: notice_address_client

Either Party may change its notice address by providing written notice to the other Party.

14.3 Assignment

Neither Party may assign this Agreement or any rights hereunder without the other Party's prior written consent, except that either Party may assign this Agreement to a successor in connection with a merger, acquisition, or sale of all or substantially all of its assets, provided the assignee agrees to be bound by the terms hereof.

14.4 Force Majeure

Neither Party shall be liable for any delay or failure in performance resulting from causes beyond its reasonable control, including but not limited to acts of God, natural disasters, epidemics, pandemics, war, terrorism, government actions, labor disputes, or internet or telecommunications failures. The affected Party shall provide prompt notice and use commercially reasonable efforts to mitigate the impact.

14.5 Independent Contractors

The relationship between the Parties is that of independent contractors. Nothing in this Agreement creates an employer-employee, partnership, joint venture, or agency relationship.

14.6 Non-Solicitation

During the Term and for twelve (12) months following termination, neither Party shall directly solicit for employment any employee or contractor of the other Party who was materially involved in the performance of services hereunder, without the other Party's prior written consent. This restriction shall not apply to general employment advertisements.

14.7 Entire Agreement

This Agreement, together with all SOWs, exhibits, and schedules attached hereto, constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior or contemporaneous negotiations, representations, warranties, and agreements.

14.8 Amendments

This Agreement may only be amended by a written instrument signed by authorized representatives of both Parties.

14.9 Severability

If any provision of this Agreement is held to be invalid or unenforceable, the remaining provisions shall continue in full force and effect, and the invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable.

14.10 Waiver

No failure or delay by either Party in exercising any right shall operate as a waiver thereof, nor shall any single or partial exercise preclude further exercise.

14.11 Counterparts

This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. Electronic signatures shall be deemed original signatures for all purposes.


IN WITNESS WHEREOF, the Parties have executed this Master Service Agreement as of the Effective Date.

Provider

company_name

[Electronic signature will be collected via zsign]

[Date will be recorded automatically]

Client

client_name

[Electronic signature will be collected via zsign]

[Date will be recorded automatically]

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