Bedrock IS

General Retainer Agreement Template (Adobe Sign Document)

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

GENERAL RETAINER AGREEMENT

Effective Date: [FIELD: Effective Date]
Retainer Agreement Number: GRA-[AUTO-GENERATE]

PARTIES:

1. RETAINER SCOPE

1.1 Services Covered

This retainer provides Client with access to Company’s expertise and services for:

[FIELD: Description of services and areas covered by retainer - multi-line text]

Technology Platforms/Areas Covered:

1.2 Service Delivery Model

Delivery Method: [DROPDOWN FIELD: As-needed consultation | Scheduled hours | Hybrid model]
Response Time Commitment: [FIELD: Expected response time for retainer requests]

2. RETAINER STRUCTURE

2.1 Retainer Allocation

Monthly Retainer Amount: $[FIELD: Monthly Amount]
Allocated Hours per Month: [FIELD: Hours] (if hour-based)
Allocated Value per Month: $[FIELD: Value] (if value-based)

2.2 Usage and Carryover

Unused Hours/Value: [DROPDOWN FIELD: Expire monthly | Carry over to next month | Bank up to X months]
Maximum Carryover: [FIELD: Number] hours/months (if applicable)

2.3 Additional Services Beyond Retainer

Hourly Rate for Overage: $[FIELD: Overage Rate]
Overage Approval Required: [RADIO FIELD: Yes, pre-approval required | No, automatic billing]

3. PAYMENT TERMS

3.1 Retainer Billing

Billing Frequency: [DROPDOWN FIELD: Monthly in advance | Quarterly in advance | Annually in advance]
First Payment Due: [FIELD: Date]

3.2 Payment Terms

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

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

4. SERVICE TERM

4.1 Initial Term

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

4.2 Renewal and Termination

Renewal: [RADIO FIELD: Auto-renews monthly | Auto-renews for same duration | Does not auto-renew]
Termination Notice: [FIELD: Number] days written notice required
Early Termination: [DROPDOWN FIELD: Not permitted | Permitted with penalty | Permitted without penalty]

5. SERVICE EXCLUSIONS

The following are NOT included in the retainer and will be quoted separately:

6. REQUEST PROCESS

6.1 Submitting Retainer Requests

Request Method: [DROPDOWN FIELD: Email | Ticketing system | Phone | Multiple methods]
Request Contact: [FIELD: Email or phone for requests]
Business Hours: [FIELD: Hours when requests are accepted]

6.2 Prioritization

Retainer requests will be prioritized based on:

7. REPORTING AND TRACKING

Monthly Usage Reports: [RADIO FIELD: Provided | Not provided]
Report Delivery: [DROPDOWN FIELD: Email | Online portal | Both]
Report Contents: Hours used, hours remaining, request summary, recommendations

8. KEY CONTACTS

8.1 Client Contacts

Primary Contact: [FIELD: Name], [FIELD: Email], [FIELD: Phone]
Secondary Contact: [FIELD: Name], [FIELD: Email], [FIELD: Phone]
Authorized Requesters: [FIELD: List of authorized personnel - multi-line text]

8.2 Company Contacts

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

9. SPECIAL TERMS AND CONDITIONS

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

10. INCORPORATION BY REFERENCE

This General Retainer Agreement is subject to and incorporates by reference:

  1. Master Customer Agreement - Governing master agreement
  2. General Terms & Conditions - Foundational terms including:
  3. General Retainer Terms - Service model framework
  4. Selected Payment Terms - As specified in Section 3.2 above

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

11. 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: GRA-[AUTO-GENERATE]
Version: 1.0
Prepared by: Bedrock IS Sales/Legal

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