Bedrock IS

Scope of Services Template (Adobe Sign Document)

Document Type: Customer Managed Services Engagement
Execution: This is the PRIMARY document to be executed via Adobe Sign
Subject To: Master Customer Agreement, General Terms & Conditions

SCOPE OF SERVICES AGREEMENT

Effective Date: [FIELD: Effective Date]

PARTIES:

1. SERVICE SCOPE

1.1 Managed Services Description

[FIELD: Description of managed services to be provided - multi-line text]

1.2 Systems and Infrastructure Covered

[FIELD: List of systems, applications, and infrastructure under management - multi-line text]

2. SERVICE LEVEL COMMITMENTS

2.1 Selected Service Level Agreement

SLA Package: [DROPDOWN FIELD: Bronze SLA | Silver SLA | Gold SLA | Platinum SLA | Diamond SLA]

The selected SLA package establishes response times, availability guarantees, and support coverage as detailed in:

2.2 Selected Support Echelon

Support Echelon: [DROPDOWN FIELD: 1st Echelon | 2nd Echelon | 3rd Echelon | 4th Echelon | 5th Echelon]

The selected support echelon defines the scope and depth of technical support as detailed in:

3. BILLING AND PAYMENT TERMS

3.1 Service Fees

Monthly Recurring Fee: $[FIELD: Monthly Amount] Setup/Onboarding Fee: $[FIELD: Setup Amount] (one-time)

3.2 Payment Terms

Credit Terms: [DROPDOWN FIELD: NET7 | NET14 | NET15 | NET28 | NET30 | NET31 | Pre-Payment | Milestone Billing]

The selected payment terms are governed by the Customer Invoice & Credit Terms:

3.3 Credit Approval Status

Credit Approved: [CHECKBOX FIELD: Yes] Credit Limit: $[FIELD: Credit Limit] (if applicable)

4. EMBEDDED MATERIALS BILL OF MATERIALS (BOM)

4.1 Included Subscriptions and Licenses

[CHECKBOX FIELD: Microsoft 365 subscriptions included] [CHECKBOX FIELD: Other software licenses included]

Software/Subscription Details: [FIELD: List of included software, licenses, or subscriptions - multi-line text]

Monthly Subscription Costs: $[FIELD: Monthly Subscription Total]

4.2 Hardware or Equipment

[CHECKBOX FIELD: Hardware/equipment included in service]

Hardware Details: [FIELD: Description of hardware or equipment - multi-line text]

One-time Hardware Cost: $[FIELD: Hardware Cost]

5. SERVICE TERM

Initial Term: [FIELD: Number] months, beginning on [FIELD: Start Date]

Renewal: [RADIO FIELD: Auto-renews monthly | Auto-renews annually | Does not auto-renew]

Termination Notice: [FIELD: Number] days written notice required

6. KEY CONTACTS

6.1 Client Contacts

Primary Technical Contact: [FIELD: Name], [FIELD: Email], [FIELD: Phone] Primary Business Contact: [FIELD: Name], [FIELD: Email], [FIELD: Phone] After-Hours Emergency Contact: [FIELD: Name], [FIELD: Phone]

6.2 Company Contacts

Account Manager: [FIELD: Company AM Name], [FIELD: AM Email] Technical Lead: [FIELD: Company Tech Lead], [FIELD: Tech Email]

7. SPECIAL TERMS AND CONDITIONS

[FIELD: Any special terms, exclusions, or conditions specific to this engagement - multi-line text]

8. INCORPORATION BY REFERENCE

This Scope of Services Agreement is subject to and incorporates by reference:

  1. Master Customer Agreement - Governing master agreement
  2. General Terms & Conditions - Foundational terms including:
  3. Managed Services Terms - Service model framework
  4. Selected SLA Package - As specified in Section 2.1 above
  5. Selected Support Echelon - As specified in Section 2.2 above
  6. Selected Payment Terms - As specified in Section 3.2 above

All referenced documents are available online at the Bedrock IS Lifecycle Portal.

9. SIGNATURES

CLIENT:

Signature: _______________________________
Printed Name: [FIELD: Signatory Name]
Title: [FIELD: Signatory Title]
Date: [FIELD: Date Signed]

BEDROCK INFORMATION SYSTEMS LLC:

Signature: _______________________________
Printed Name: [FIELD: Company Signatory]
Title: [FIELD: Company Title]
Date: [FIELD: Date Signed]

Document ID: SOS-[AUTO-GENERATE]
Version: 1.0
Prepared by: Bedrock IS Sales/Legal

This document, when executed, constitutes the complete agreement for managed services between the parties, incorporating all referenced terms and conditions by reference. All referenced documents form part of this agreement and are legally binding.