Master Consulting Agreement · Long Form
US Letter · 8.5 × 11 in
HLP
Harvey L. PhelpsExecutive Advisory
Consulting Agreement · Long Form
MCA · 2026-XXX

Master Consulting Agreement.

A long-form professional services agreement between Harvey L. Phelps, doing business as Harvey L. Phelps Executive Advisory, and the undersigned Client, governing the terms under which one or more Statements of Work may be executed.
Effective Date
_____________________, 2026
Consultant
Harvey L. Phelps · Executive Advisory · Dallas, Texas
Client
_______________________________________________
Governing Law
State of Texas

I · Services & Statements of Work

1.1
Services

Consultant will perform advisory, facilitation, and related professional services (the "Services") as described in one or more Statements of Work executed by the parties from time to time (each, a "SOW"). Each SOW is deemed incorporated into and governed by this Agreement.

1.2
Order of Precedence

In the event of conflict between this Agreement and any SOW, this Agreement controls unless the SOW expressly states its intent to modify a specific provision of this Agreement.

1.3
Consultant Discretion

Consultant retains full discretion over the means and manner by which the Services are performed, consistent with the standards of the profession and the scope set forth in the applicable SOW.

II · Fees, Expenses & Invoicing

2.1
Fees

Client shall pay Consultant the fees set forth in the applicable SOW. Unless expressly stated otherwise, fees are quoted in United States Dollars, exclusive of applicable taxes, and are non-refundable once earned.

2.2
Expenses

Client will reimburse Consultant for reasonable, documented, out-of-pocket expenses incurred in the performance of the Services. Individual expense categories anticipated to exceed $500 per month require Client pre-approval.

2.3
Invoicing & Payment

Invoices are issued on the schedule set forth in the applicable SOW. Undisputed invoices are due within fifteen (15) days of receipt. Amounts more than thirty (30) days past due accrue interest at 1.0% per month or the maximum rate permitted by law, whichever is lower.

HLP
Harvey L. PhelpsExecutive Advisory
Consulting Agreement · Page 2
MCA · 2026-XXX

III · Confidentiality & Intellectual Property

3.1
Confidentiality

Each party will maintain the confidentiality of the other party's non-public information disclosed in connection with the Services, will use such information solely for the purpose of the engagement, and will disclose it only to representatives with a need to know who are bound by comparable obligations. This obligation survives termination of this Agreement for three (3) years.

3.2
Consultant Materials

Consultant retains ownership of all frameworks, methodologies, templates, and pre-existing materials used in the performance of the Services ("Consultant Materials"). Client is granted a non-exclusive, perpetual, royalty-free license to use Consultant Materials solely for its internal business purposes as incorporated into a Deliverable.

3.3
Deliverables

Upon full payment of fees for the applicable SOW, Client owns the specific deliverables created by Consultant for Client under such SOW (the "Deliverables"), excluding Consultant Materials incorporated therein.

IV · Independent Contractor

4.1
Relationship

Consultant is an independent contractor. Nothing in this Agreement creates an employment, agency, partnership, joint venture, or franchise relationship between the parties. Consultant is solely responsible for all taxes, insurance, and benefits related to Consultant's own compensation.

4.2
Other Clients

Consultant is engaged in the general business of providing advisory services and may maintain other clients during the term of this Agreement, subject to Consultant's confidentiality obligations and disclosure of material conflicts of interest.

V · Limitation of Liability & Indemnification

5.1
Limitation

Except for a party's breach of confidentiality obligations or gross negligence, each party's aggregate liability under this Agreement is limited to the fees paid by Client to Consultant under the applicable SOW during the twelve (12) months preceding the event giving rise to the claim. Neither party is liable for indirect, incidental, or consequential damages.

5.2
Advisory Nature

Consultant's Services are advisory in nature. Client is solely responsible for all business decisions and actions taken as a result of the Services. Consultant does not provide legal, tax, accounting, or investment advice.

HLP
Harvey L. PhelpsExecutive Advisory
Consulting Agreement · Page 3
MCA · 2026-XXX

VI · Term, Termination & Survival

6.1
Term

This Agreement is effective as of the Effective Date and continues until terminated in accordance with this Section 6.

6.2
Termination for Convenience

Either party may terminate this Agreement or any then-current SOW upon thirty (30) days written notice. Fees earned through the effective date of termination remain payable.

6.3
Termination for Cause

Either party may terminate this Agreement or any SOW immediately upon written notice if the other party materially breaches this Agreement and fails to cure such breach within fifteen (15) days of written notice.

6.4
Survival

Sections 2 (as to earned fees), 3, 4, 5, 6.4, and 7 survive termination of this Agreement.

VII · General Provisions

7.1
Notices

All notices under this Agreement must be in writing and delivered to the address (email acceptable) set forth in the Preamble or to such other address as a party may designate.

7.2
Governing Law · Venue

This Agreement is governed by the laws of the State of Texas, without regard to conflict of laws principles. The parties consent to the exclusive jurisdiction of the state and federal courts located in Dallas County, Texas.

7.3
Entire Agreement

This Agreement, together with all executed SOWs, constitutes the entire agreement between the parties regarding the subject matter, supersedes all prior communications, and may be amended only in writing signed by both parties.

Harvey L. Phelps
Harvey L. PhelpsConsultant
Client Authorized SignatoryPrint Name · Title · Organization
MMXXVI · Volume II · 21
Prepared by RJ Business Solutions