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Templates Directory

Templates Directory

Professional contract and SOW templates for client engagements.

Quick Start

Generate documents automatically with client name in filename:

cd /path/to/VRV-Tools
./scripts/vrv_manager.sh /path/to/client-repo document sow "Client Name" "Project Name"
./scripts/vrv_manager.sh /path/to/client-repo document mini-sow "Client Name" "Project Name"
./scripts/vrv_manager.sh /path/to/client-repo document contract "Client Name" "Project Name"
./scripts/vrv_manager.sh /path/to/client-repo document intake "Client Name" "Project Name"

This will:

  • Create the document in Admin/Clients/[Client Name]/ directory
  • Auto-fill client name, project name, and dates
  • Use safe filename: SOW_client_name_2025-10-14.md
  • Provide next steps for completing and generating PDF

Option 2: Manual Process

  1. Copy template to working location
  2. Fill in variables using SOW_VARIABLES.md reference
  3. Generate PDF with VRV branding: 
    ./scripts/vrv_manager.sh /path/to/client-repo pdf "path/to/filled.md" "Document Title"

Important Notes

When to Use Mini-SOW vs Full SOW

Use Mini-SOW for:

  • ✅ Standard website projects under $10,000
  • ✅ Clear, straightforward scope (4-6 week timeline)
  • ✅ Existing clients with master agreement on file
  • ✅ Fast turnaround needed
  • ✅ Limited custom features or integrations

Use Full SOW for:

  • Complex projects over $10,000
  • Custom applications or integrations
  • New clients (need complete legal terms)
  • Multiple phases or unclear scope
  • High-risk or high-value projects

The Mini-SOW is one page and references your master services agreement, making it perfect for repeat clients and standard web projects.

DO NOT Commit Filled Templates

  • Filled templates contain sensitive client data
  • Use naming convention: *_filled.md, *_draft.md, *_FINAL.md
  • These patterns are gitignored automatically

Ownership Tiers

Both SOW and CONTRACT include two service options:

Option A: Full Ownership Package

  • Client pays one-time fee (``)
  • Receives full source code ownership
  • Manages hosting/updates independently
  • Best for: Technical clients, agencies, DIY preference

Option B: Managed Services

  • VRV retains code ownership
  • Client receives usage license
  • Monthly support fee (``)
  • Best for: Hands-off clients, recurring revenue

Best Practices

  1. Always use templates - Don’t create contracts from scratch
  2. Review variables - Check SOW_VARIABLES.md before starting
  3. Save drafts locally - Don’t store in git with client data
  4. Generate professional PDFs - Use VRV branding system
  5. Get legal review - Have attorney review any modifications

Variable Quick Reference

Essential Variables (Required)

 - Client/company name
 - Project title
 - Total project cost
 - Project start (YYYY-MM-DD)
 - Estimated completion
 - Primary contact email
 - Contact phone number

Financial Variables

 - Upfront deposit ($)
 - Deposit percentage
 - Mid-project payment
 - Final payment amount
 - Change order rate
 - Full ownership option fee
 - Ongoing support fee

Timeline Variables

 - Total project weeks
 - Discovery phase duration
, , etc. - Milestone dates
 - Post-launch warranty period

See SOW_VARIABLES.md for complete list with descriptions and examples.

Template Structure

MINI_SOW.md (9 Sections - One Page)

  1. Overview & Master Agreement Reference
  2. Project Scope
  3. Deliverables
  4. Timeline (2-3 milestones typical)
  5. Client Responsibilities
  6. Payment Terms
  7. Ownership & Services (Full vs Managed)
  8. Key Terms
  9. Approval & Signatures

Best for: Small business websites, standard packages, existing clients

SOW.md (15 Sections)

  1. Executive Summary
  2. Scope of Work
  3. Deliverables
  4. Timeline & Milestones
  5. Client Responsibilities
  6. Fees & Payment Terms
  7. Change Management
  8. Acceptance Criteria
  9. Intellectual Property
  10. Warranties & Support
  11. Terms & Conditions
  12. Assumptions & Dependencies
  13. Communication & Project Management
  14. Success Metrics
  15. Approval & Signatures

CONTRACT.md (13 Sections)

  1. Scope of Services
  2. Term and Termination
  3. Compensation and Payment
  4. Deliverables and Acceptance
  5. Intellectual Property Rights
  6. Warranties and Representations
  7. Limitation of Liability
  8. Indemnification
  9. Change Orders
  10. Confidentiality
  11. Independent Contractor Relationship
  12. General Provisions
  13. Special Provisions

Support

  • Template Issues: Contact VRV Tools maintainer
  • Legal Questions: Consult with attorney
  • Variable Questions: See SOW_VARIABLES.md
  • PDF Generation: See VRV Tools documentation

Last Updated: October 14, 2025
Maintained by: Valor Rate Ventures, LLC