Appendix D

CLIENT/PRIME CONSULTANT/
SUBCONSULTANT
AGREEMENTS

 

Standard forms of agreement are available from a number of sources including The Association of Consulting Engineers of Canada, documents ACEC 31 and 32. Many clients who deal with consultants on a regular basis have also developed their own standard forms which reflect their particular needs. Consultants and Clients using these standard forms should ensure that all of the elements of the agreement outlined in the attached format are included.

The attached format is intended as a guide to APEGGA members in drafting Client/Prime Consultant/Subconsultant agreements. It covers the four primary elements of an agreement - scope, schedule, fee basis and payment. Other items included are those that are commonly required in agreements but are not intended to represent a comprehensive list. Each assignment must be considered specifically for its own special requirements.

 

THIS AGREEMENT made this________ day____________________ 19 .

BY AND BETWEEN
______________________________________________________Client

and
___________________________________________________Consultant


WHEREAS the Client intends to engage the services of the Consultant in connection with the provision of services for the___name of project ___________________________________________________project.

NOW THEREFORE THIS AGREEMENT WITNESSES that the parties hereby agree as follows:

[Note: If space provided under each of the articles is inadequate, indicate by notation that numbered schedules are attached as appendices.]

ARTICLE I

SCOPE OF SERVICES

1.01 Professional Services

concise but comprehensive description of services to be provided_______ ____________________________________________________________
____________________________________________________________

1.02 Supplementary Services

concise but comprehensive description of support service and_________ subcontracts_________________________________________________
____________________________________________________________
____________________________________________________________

 

ARTICLE II

SCHEDULE

Work will commence no later than ___________________19____ and the services described in Article I will be performed in accordance with the following schedule:

Concise description of the schedule including dates of significant stages _of the work._______________________________________________
__________________________________________________________
__________________________________________________________

ARTICLE III

CLIENT RESPONSIBILITIES

3.01 Information
  The Client shall provide the Consultant with a written description of the project and provide all background plans, reports and records that will be required to complete the Consulting Services.
3.02 Authority
  The Client shall provide the Consultant with the authority to act as his agent, to gain entrance to property or to seek information from government and other authorities as required in the performance of the Consulting Services.
3.03 Other
  Describe specific items_______________________________________________
  __________________________________________________________________
  __________________________________________________________________
  ARTICLE IV
   
 

CONSULTANT RESPONSIBILITIES
4.01 Work Schedule
  Describe the schedule for the main elements of the assignment._______________
  _________________________________________________________________
  _________________________________________________________________
  _________________________________________________________________
4.02 Progress Report
  Describe scope and frequency_________________________________________
  _________________________________________________________________
  _________________________________________________________________
4.03 Cost Estimate
  Define the type and quality of estimate to be provided and any specific________
  limitations in schedule or quality.______________________________________
  _________________________________________________________________
4.04 Other
  Describe specific items._______________________________________________
  _________________________________________________________________
  _________________________________________________________________
   
  ARTICLE V
 

FEE BASIS
5.01 Professional Services
   
  The Client agrees to compensate the Consultant on the following basis:
  Description of services in Time Basis.____________________________________
  Description of services in Fixed Fee Basis________________________________
  _________________________________________________________________
5.02 Disbursements
  The Client agrees to reimburse the Consultant for disbursements as described below:
  Description including mark-ups if applicable and rates for equipment or vehicles_
  as applicable._______________________________________________________
  __________________________________________________________________
5.03 Additional Services
  Describe additional service and basis of fee recovery_______________________
  __________________________________________________________________
  __________________________________________________________________
   
  ARTICLE VI
 

PAYMENT
  Invoices including documentation for professional services and disbursements will be submitted to the Client by the consultant at the end of each month. Invoices are due and payable on receipt by the Client and are overdue days later.
  Describe documentation including format and interest on overdue accounts if ___
  applicable. ________________________________________________________
  _________________________________________________________________
   
  ARTICLE VII
 

TERMINATION OF AGREEMENT
7.01 By Client
  Concise description of circumstances and procedures including responsibility and
  payment.__________________________________________________________
  _________________________________________________________________
7.02 By Consultant
  Concise description of circumstances and procedures including responsibility and
  payment.__________________________________________________________
  _________________________________________________________________
   
  ARTICLE VIII
 

OWNERSHIP OF DOCUMENTS
  Describe ownership of originals and schedule for transmittal in relation to ______
  completion of the assignment.__________________________________________
  __________________________________________________________________
   
  ARTICLE IX
 

INSURANCE
  Detailed description of insurance coverage to be provided.__________________
  _________________________________________________________________
  _________________________________________________________________
   
  ARTICLE X
 

CONFIDENTIALITY
  Describe the specific undertaking, if any, to maintain confidentiality of _______
  information associated with the assignment._____________________________
  ________________________________________________________________
   
  ARTICLE XI
 

OTHER
  Describe specific items such as special requirements for Arbitration.__________
  ________________________________________________________________
  ________________________________________________________________
   
  ARTICLE XII
 

GOVERNING LAW
  This Agreement shall be governed by the laws of____________________________
  _________________________________________________________________
  IN WITNESS WHEREOF the parties hereto have executed this Agreement all as of the day and year first above written.
  _________________________________________________________________
[Client]
  Per:______________________________________________________________
  Per:______________________________________________________________
  _________________________________________________________________
[Consultant]
  Per:______________________________________________________________
  Per:______________________________________________________________