Grant Proposal Template

GRANT SERVICES ENGAGEMENT AGREEMENT

DOCUMENT ID: GSEA-2024-001
EFFECTIVE DATE: [Effective Date]
VERSION: 1.0
GOVERNING JURISDICTION: State of [State Name]

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STATUTORY & LEGAL COMPLIANCE NOTICE

This document is a formal legal instrument. It does not constitute tax, financial, or specific regulatory advice. Users are cautioned that grant-related legal requirements (e.g., federal/state sub-recipient monitoring, lobbying disclosure, and intellectual property attribution) vary significantly by jurisdiction. Execution of this agreement should be subject to review by competent legal counsel in the applicable jurisdiction to ensure compliance with relevant statutes, including but not limited to the Uniform Guidance (2 CFR 200).

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1. PARTIES

This Grant Services Engagement Agreement (the "Agreement") is entered into as of the Effective Date by and between:

CONSULTANT: [Company Full Legal Name], a [State of Incorporation] corporation, having its principal place of business at [Principal Address] (“Consultant”).

CLIENT: [Client Full Legal Name], a [State of Incorporation] corporation, having its principal place of business at [Principal Address] (“Client”).

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2. SCOPE OF SERVICES

Consultant shall provide professional grant writing, strategy, and submission services (the “Services”) as detailed in Exhibit A. Consultant shall exercise professional diligence to ensure all deliverables comply with the requirements set forth by the specific Grantor/Funding Agency. Client agrees to provide all necessary organizational documentation, budget data, and narrative requirements in a timely manner to facilitate completion.

3. COMPENSATION & PAYMENT TERMS

3.1 Fee Structure: Client shall pay Consultant a total fee of [Amount in USD] (the “Grant Fee”). 3.2 Invoicing: Invoices shall be issued upon [Milestone/Date]. Payment is due within thirty (30) days of the invoice date (“Net 30”). 3.3 Late Payment: Any undisputed amounts not paid when due shall accrue interest at the rate of 1.5% per month or the maximum rate permitted by law, whichever is lower. 3.4 Expenses: Any pre-approved, out-of-pocket expenses shall be reimbursed by Client within fifteen (15) days of submission of substantiating receipts.

4. TERM & TERMINATION

4.1 Term: This Agreement commences on the Effective Date and terminates upon completion of the Services or [Date], whichever is earlier. 4.2 Termination for Convenience: Either party may terminate this Agreement upon thirty (30) days’ written notice. In the event of termination, Consultant shall be compensated for all services rendered up to the date of termination. 4.3 Termination for Breach: Either party may terminate immediately upon written notice if the other party commits a material breach, provided the breaching party has been given a fifteen (15) day period to cure such breach following receipt of notice.

5. INTELLECTUAL PROPERTY & WORK MADE FOR HIRE

All documents, drafts, research, and grant narratives produced by Consultant under this Agreement shall be deemed "work made for hire" for the Client, pursuant to the U.S. Copyright Act. To the extent any deliverables do not qualify as work made for hire, Consultant hereby irrevocably assigns all rights, title, and interest in such deliverables to Client upon full payment of the Grant Fee.

6. CONFIDENTIALITY

The parties agree to hold in strict confidence all proprietary or non-public information disclosed during the term of this Agreement. This obligation survives termination for a period of three (3) years. Confidential Information does not include information that: (a) is or becomes public through no fault of the receiving party; (b) is independently developed; or (c) is required to be disclosed by law or court order.

7. REPRESENTATIONS & WARRANTIES

Consultant warrants that it possesses the requisite expertise to perform the Services and that its performance shall comply with industry standards. Client warrants that all information provided to Consultant is accurate, complete, and authorized for use in grant applications.

8. LIMITATION OF LIABILITY & INDEMNIFICATION

8.1 Limitation: Except for instances of gross negligence or willful misconduct, neither party shall be liable for indirect, incidental, or consequential damages. The total liability of Consultant under this Agreement shall not exceed the total fees paid by Client. 8.2 Indemnification: Client agrees to indemnify and hold Consultant harmless from any claims, losses, or damages arising out of inaccurate or misleading information provided by Client to the Grantor.

9. DISPUTE RESOLUTION & GOVERNING LAW

This Agreement shall be governed by the laws of [Governing Jurisdiction]. Any dispute arising hereunder shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) in accordance with its Commercial Arbitration Rules. The seat of arbitration shall be [City, State].

10. MISCELLANEOUS

10.1 Severability: If any provision is held invalid, the remainder of the Agreement shall remain in full force and effect. 10.2 Counterparts: This Agreement may be executed in counterparts, each of which shall be deemed an original. 10.3 Entire Agreement: This document constitutes the entire agreement between the parties and supersedes all prior representations or agreements.

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EXECUTION & SIGNATURE BLOCKS

FOR [COMPANY FULL LEGAL NAME]: Signature: _____________________________________ Printed Name: [Authorized Signatory Name] Title: [Title / Role] Company: [Company Legal Name] Date: [Date]

FOR [CLIENT FULL LEGAL NAME]: Signature: _____________________________________ Printed Name: [Authorized Signatory Name] Title: [Title / Role] Date: [Date]

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STEP-BY-STEP EXECUTION & FILING GUIDE

1. Customization: Open this text in your word processor (Word/Google Docs). Use the "Find and Replace" function (Ctrl+H) to update all [Bracketed Fields] with specific deal data.
2. Review: Ensure Exhibit A (the scope) is attached as a separate page and cross-referenced in Section 2.
3. Signatory Verification: Confirm the individual signing holds “Actual” or “Apparent” authority to bind their respective entity. If the contract value exceeds certain thresholds, obtain a formal Board Resolution.
4. Execution:
   • Print two physical copies for "wet ink" signatures, OR
   • Utilize a compliant e-signature platform (DocuSign/Adobe Sign). Ensure the platform captures the IP address and audit trail of the signer.
5. Record Retention: Maintain the executed original in a secure, digital "Contracts Folder" for a minimum of seven (7) years to comply with standard audit and tax documentation protocols.