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HALLORAN CONSULTING GROUP, INC. TERMS AND CONDITIONS Jan 2019

These terms and conditions govern the consultative services (“Services”) to be rendered by Halloran Consulting Group, Inc. (“Halloran”) as described on a proposal or Statement of Work (each, a “Proposal” or “SOW”) given by Halloran to the client identified (“Client”).

By accepting the Proposal/SOW or otherwise ordering or accepting the Services (whether by signing the Proposal/SOW or otherwise), Client is indicating its acceptance of and agreement to these terms and conditions. These terms and conditions form a part of and are integrated into each such Proposal/SOW. These terms and conditions, together with each document incorporated into this document by reference and each Proposal/SOW, are collectively referred to in this document as the “Agreement”. If these terms and conditions conflict with those of a Proposal/SOW, these terms and conditions will prevail unless an express term or condition in such Proposal/SOW is stated as an intended and express variation to these terms and conditions.

For good and valuable consideration, the receipt and sufficiency of which is acknowledged by both parties, and intending to be legally bound, the parties agree as follows:

  1. Retention. Client retains Halloran to provide the Services subject to the terms and conditions set forth in the Agreement.
  2. Fees, Expenses and Payment. Each Proposal/SOW shall specify whether Halloran will charge fees by Time and Materials, Fixed Fee or Retainer. Fees and expenses shall be paid as follows:

    2.1. The hourly rates set forth in the proposal/SOW are subject to an increase at the beginning of each calendar year, and invoices issued thereafter shall incorporate such new rates.

    2.2. If Halloran promotes a consultant to a higher position, the hourly rate for such consultant shall increase, effective thirty (30) days after such promotion. Halloran shall provide written notice to Client prior to implementing a promotion. The consultant’s new rate automatically shall be incorporated on invoices issued following the effective date of the rate change.

    2.3. Fees and Expenses.

    (a) Time and Materials Basis.  If a Proposal/SOW specifies fees on a time and materials basis:

    i. Fees:  Client will pay Halloran for its time expended in performing the Services based on the hourly rates and payment schedules set forth in the Proposal/SOW. Unless otherwise indicated, estimates of cost, time, and/or other items that may be included within a Proposal/SOW are provided solely as a general guideline for Client. Halloran will document and record all time spent in the performance of the Services to the reasonable satisfaction of Client.

    ii. Expenses: In accordance with Section 2.2, travel time (billed at 50% of the consultant’s hourly rate) and expenses, including third party costs, will be billed to Client as incurred, and Client shall reimburse such expenses within thirty (30) days from date of such invoice.

    (b) Fixed Fee.  If the Proposal/SOW specifies fees on a fixed price basis, (the “Fixed Fee”):

    i. Fees: Client shall pay the Fixed Fee set forth in the Proposal/SOW. If payment schedule is not outlined, Client shall pay the Fixed Fee as follows: (i) fifty percent (50%) of the Fixed Fee shall be due upon execution of the Agreement, and the remaining fifty percent (50%) of the Fixed Fee shall be due upon completion of the Services, as determined by Halloran in its reasonable discretion.  Any changes requested by Client in the Services subject to a Fixed Fee, or changes in delivery dates not part of the Proposal/SOW which cause Halloran to incur additional expense, will be paid by Client, provided that Halloran shall notify Client of such changes in writing.

    ii. Expenses:  In accordance with Section 2.2, travel time (billed at 50% of the consultant’s hourly rate) and expenses, including third party costs, will be billed to Client as incurred, and Client shall reimburse such expenses within thirty (30) days from date of such invoice.

    (c) Retainer.  If the Proposal/SOW specifies fees on a retainer basis:

    i. Fees:
    A. The Proposal/SOW shall set forth the anticipated number of months during which Halloran shall perform Services and the monthly charge for the retainer period.  The retainer shall be an agreed monthly charge payable by Client on or about the first day of each month during which Halloran shall provide Services (the “Retainer”).  If Client and Halloran mutually agree to extend the time period subject to the Retainer, Halloran shall issue an amended Proposal/SOW to Client to outline the extended payment schedule. 

    B. The Retainer shall apply without regard to holidays occurring during the term of the Retainer Services. Halloran Holidays are located in Appendix A.

    ii. Expenses: In accordance with Section 2.2, travel time (billed at 50% of the consultant’s hourly rate) and expenses, including third party costs, will be billed to Client as incurred, and Client shall reimburse such expenses within thirty (30) days from date of such invoice.

    2.4. Expenses.

    (a) As provided in Section 2.1 above, Client will reimburse Halloran for all reasonable travel expenses incurred by Halloran in rendering the Services as provided in Halloran’s travel policy then in effect, which can be found here, and which is incorporated into this Agreement by reference.

    (b) Additional expenses which are: (1) not anticipated in the Proposal/SOW, (2) deemed necessary by Halloran and (3) incurred by Halloran in the performance of the Services, must be submitted in writing to and approved by Client prior to Halloran incurring said expenses from any third party or by Halloran itself. Said approval from Client will not be unreasonably withheld, conditioned or delayed.

    2.5. Invoicing and Payment.

    (a) For Time and Materials billing, on or about the first day of each calendar month during the performance of the Services hereunder, Halloran will provide to Client an invoice for Services rendered and expenses incurred during the preceding month. For Fixed Fee and Retainer billing, Halloran will provide to Client an invoice for Services rendered and expenses incurred on or about the first day of each month during the period of time when Halloran is providing Services or on such other date as may be specified on the Proposal/SOW outlining the terms of such Fixed Fee or Retainer, as applicable. All invoices will be sent by email to the billing contact identified by Client in the Proposal/SOW or otherwise provided by Client to Halloran from time to time.

    (b) Client must indicate upon signature of the Proposal/SOW if a purchase order is required. Purchase orders are for administrative purposes only; additional or different terms in any purchase order are void and are hereby rejected.

    (c) Client must indicate the format of invoice they require upon signature of the Proposal/SOW, if any, in order to expedite the billing process. If Client does not specify the detail required by their respective financial department, Halloran will send invoices in Halloran format in accordance with Halloran’s standard process.

    (d) Fees will be due and payable in accordance with the payment schedule set forth on the Proposal/SOW. If no payment schedule is set forth on the Proposal/SOW, fees will be due and payable within thirty (30) days from the invoice date. Expenses will be due and payable within thirty (30) days from the invoice date. All payments will be made in U.S. currency. Any sum not paid by Client when due will bear interest until paid at a rate of 1.5% per month (18% per annum) or the maximum rate permitted by law, whichever is less. If any amount is not paid when due hereunder, without prejudice to any other rights or remedies Halloran may have, Halloran will be entitled to (a) suspend the provision of Services until it has received payment in full for all outstanding amounts and (b) recover from Client the costs and expenses incurred in connection with collecting the same (including without limitation costs of investigation and reasonable attorneys’ fees). Notwithstanding anything to the contrary in this Agreement, all rights granted to Client under this Agreement with respect to Services provided under each Proposal/SOW are conditioned upon Client’s payment in full of all amounts due under the Proposal/SOW.
  3. Term and Termination.

    3.1. This Agreement will commence on the date it is executed by both parties and, subject to the termination provisions contained in this Section 3, will continue in effect until each Proposal/SOW executed by the parties under this Agreement is completed.

    3.2. Either party may terminate any Proposal/SOW in effect with or without cause upon at least thirty (30) days written notice to the other party. For termination of any Proposal/SOWs in relation to eTMF or Veeva, at least ninety (90) days written notice must be provided to the other party.

    3.3. Sections 2, 3.3, and 4 through 13 of these terms and conditions will survive any termination of the Agreement. In the event of any termination of this Agreement or any Proposal/SOW, Client will pay Halloran for all work performed and, if applicable, expenses incurred, by Halloran to the effective date of termination and all non-cancellable expenses. If a terminated Proposal/SOW is on a Fixed Fee or Retainer basis, the fees due will be calculated based on the pro-rata portion of the Fixed Fee or Retainer for time expended by Halloran in performing the Services prior to the effective date of termination.
  4. Ownership.

    4.1. Client Materials. All content and materials provided by Client to Halloran in connection with this Agreement (“Client Materials”) will remain the sole and exclusive property of Client.

    4.2. Deliverables. Halloran hereby assigns to Client all right, title, and interest in and to any work product created by Halloran in the course of rendering the Services under this Agreement. For the avoidance of doubt, Halloran will retain all right, title, and interest in and to any pre-existing Halloran materials (including without limitation pre-existing Halloran training materials) provided by Halloran to Client in connection with the Services. If any such pre-existing materials are to be provided by Halloran in connection with the Services, a description of such materials, as well as a description of the scope of Client’s right to use such materials and the consideration payable by Client with respect thereto, will be set forth in the applicable Proposal/SOW.

    4.3. Halloran Know-How. Client acknowledges that prior to the commencement of the Services Halloran had acquired, conceived, developed or licensed, and in the course of rendering the Services Halloran will continue to acquire, conceive, develop or license, certain know-how relating to the type of Services to be performed for Client (collectively, “Halloran Know-How”). Client desires Halloran to apply the Halloran Know-How in connection with the Services hereunder, and acknowledges that performance of the Services will enhance and expand the Halloran Know-How. Subject to the confidentiality provisions of this Agreement, nothing in this Agreement or any Proposal/SOW will impair Halloran’s right to use the Halloran Know-How for own behalf or on behalf of others.
  5. Warranties.

    5.1. Warranty. Halloran warrants that the Services provided hereunder will be performed with that level of skill and care ordinarily exercised in Halloran’s profession. Client’s sole and exclusive remedy for breach of the foregoing warranty will be, at Halloran’s option, re-performance of the Services or termination of the applicable Proposal/SOW and return of the portion of the fees paid to Halloran by Client for the non-conforming Services. Client must notify Halloran within (15) fifteen days of performance of the Services of any alleged breach of the foregoing warranty to be entitled to the foregoing remedy. Notwithstanding the foregoing, Halloran makes no representations or warranties with respect to third party products or services in connection with the Services.

    5.2. No Other Warranties. EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, ALL EXPRESS OR IMPLIED CONDITIONS, REPRESENTATIONS, AND WARRANTIES, INCLUDING BUT NOT LIMITED TO ANY IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A SPECIFIC OR GENERAL PURPOSE AND THOSE ARISING BY STATUTE OR BY LAW, OR FROM A CAUSE OF DEALING OR USAGE OF TRADE, ARE HEREBY EXCLUDED TO THE EXTENT ALLOWED BY APPLICABLE LAW. THIS DISCLAIMER AND EXCLUSION WILL APPLY EVEN IF THE EXPRESS WARRANTY AND LIMITED REMEDY SET FORTH ABOVE FAILS OF ITS ESSENTIAL PURPOSE.
  6. Indemnity. Client will indemnify, hold harmless and defend Halloran and Halloran’s directors, officers, agents and employees from and against any loss, costs (including reasonable attorneys’ fees) damages, injury, liability, claims, demands, or causes of action arising out of or resulting from or in connection with the Services or this Agreement, except for claims resulting directly from Halloran’s gross negligence or willful misconduct.
  7. Confidentiality.

    7.1. For the purposes of this Agreement, a party’s “Confidential Information” means information of the party of a confidential nature, and includes, without limitation, information entrusted to the party by a third party in confidence and all data, information and materials that a recipient should reasonably understand to be confidential, given the manner or circumstances of its disclosure, irrespective of whether or not the specific designation “confidential” or any similar designation is used.

    7.2. The receiving party (a) will not disclose the disclosing party’s Confidential Information except as expressly set forth in Section 7.37.3, (b) will not use the disclosing party’s Confidential Information except for the purposes contemplated by this Agreement, (c) will use at least the same degree of care to safeguard the disclosing party’s Confidential Information that it uses to protect its own confidential and proprietary information, and in any event not less than a reasonable degree of care under the circumstances, and (d) will make copies of the disclosing party’s Confidential Information only as needed for such purpose, all of which will include any existing markings indicating that they are the disclosing party’s Confidential Information, or will have markings supplied by the disclosing party.

    7.3. The receiving party may disclose the disclosing party’s Confidential Information to the extent necessary to comply with applicable laws or regulations, or with a valid order of a court or other governmental body having jurisdiction over the party, but only to the extent and for the purposes of such required disclosure and provided that (a) the receiving party promptly notifies the disclosing party in order to provide the disclosing party the opportunity to seek a protective order, and (b) the receiving party takes all reasonable actions to obtain confidential treatment for such information and, if possible, to minimize the extent of such disclosure.

    7.4. Upon termination of this Agreement, and at any other time as may be requested by the disclosing party, each party will return to the other party any and all copies of the material containing the other party’s Confidential Information, or any portion thereof.

    7.5. The obligations of this Section 7 will not apply to any information which (a) is or becomes publicly available through no fault of the receiving party; (b) is already in the receiving party’s possession without restriction on disclosure when disclosed by the disclosing party; (c) is independently developed by the receiving party without use of the Confidential Information of the disclosing party; or (iv) is rightfully obtained by the receiving party from a third party without violating the rights of the disclosing party.
  8. Non-Solicitation of Employees. During the term of this Agreement and for a period of one (1) year thereafter, Client will not solicit for hire or engagement, or cause others to solicit for hire or engagement, directly or indirectly, as an employee or independent contractor, any employee or contractor of Halloran who is involved in the performance of Services under this Agreement. The term “solicit for hire or engagement” excludes any broad-based effort to attract applicants if not specifically targeted to or specifically designed to attract Halloran’s employees or contractors. Client recognizes that any actual or threatened breach of this Section may cause Halloran irreparable injury and that Halloran therefore will be entitled to injunctive relief, without the necessity of demonstrating actual monetary damage; provided, however, that it is understood and agreed that the seeking or obtaining of any such relief will not prevent the seeking or obtaining of any other relief, including the remedy of damages.  Notwithstanding the foregoing, in the event that Client solicits, hires or otherwise engages an employee or contractor of HCG, or causes others to solicit an employee or contractor of HCG for hire or engagement, directly or indirectly, whether as an employee or independent contractor, Client shall make an immediate payment to HCG equal to one year of such person’s base compensation, provided that if Client hires or engages more than one HCG employee or contractor, the amount payable to HCG shall be the one year’s base compensation of all such persons multiplied by 1.3.
  9. Publicity. Halloran may include Client’s name and general case study information within Halloran marketing material provided that such listing does not state or imply that Client endorses Halloran or its services. Any other use of Client’s name will be subject to Client’s prior written approval
  10. Limitation of Liability. In no event will Halloran, its suppliers or its subcontractors be liable for (a) any incidental, special, punitive or consequential damages, lost profits, lost revenues, or any indirect damages, whether arising in contract, tort (including negligence) or otherwise or (b) any costs or expenses for the procurement of substitute equipment or services, in each case, even if informed of the possibility thereof. All liability of Halloran, its suppliers and its subcontractors under each Proposal/SOW will be limited to the amounts paid by Client to Halloran under the Proposal/SOW giving rise to such liability.
  11. Non-Debarment.

    11.1. Halloran represents and warrants to Client that Halloran is not currently and has never been debarred by the FDA pursuant to 21 U.S.C. §335a (a) or (b) (a “Debarred Individual”) from providing services in any capacity to a person that has an approved or pending drug product application, or an employer, employee or partner of a Debarred Individual; or a corporation, partnership or association that has been debarred by the FDA pursuant to 21 U.S.C. §335a (a) or (b) (a “Debarred Entity”) from submitting or assisting in the submission of an abbreviated new drug application, or an employee, partner, shareholder, member, subsidiary or affiliate of a Debarred Entity.

    11.2. Halloran further represents and warrants to Client that Halloran has not and will not knowingly use in any capacity the services of any individual, corporation, partnership, association or other entity that is a Debarred Individual or Debarred Entity. In the event that Halloran becomes aware of or receives notice of the debarment of any individual, corporation, partnership, or association providing services to Halloran which relate to the Services being provided under this Agreement, Halloran agrees to immediately terminate the services of such individual, corporation, partnership association or other entity and immediately notify Client in writing of such action.
  12. Entire Agreement. This Agreement (including without limitation these terms and conditions, any and all documents incorporated into these terms and conditions by reference, and each Proposal/SOW) constitutes the entire agreement, and supersedes all prior negotiations, understandings or agreements (oral or written), between the parties concerning its subject matter. No change, modification or waiver to this Agreement will be effective unless in writing and signed by both parties. Additional or different terms in any written communication from Client (such as in a purchase order) are void and are hereby rejected. No provision of any purchase order or other business form employed by Client will supersede the terms and conditions of this Agreement, and any such document relating to this Agreement will be for administrative purposes only and will have no legal effect.
  13. Miscellaneous. The failure of either party to enforce its rights under this Agreement at any time for any period will not be construed as a waiver of such rights. In the event that any provision of this Agreement is determined by any court of competent jurisdiction to be unenforceable, including without limitation by reason of its being extended over too great a time, too large a geographic area or too great a range of activities, such provision will be deemed to be modified to permit its enforcement to the maximum extent permitted by law. This Agreement will be governed by and construed in accordance with the laws of the Commonwealth of Massachusetts, USA, without regard to the conflicts of laws provisions thereof. Exclusive jurisdiction and venue for any action arising under this Agreement is in the federal and state courts located in Massachusetts, USA, and both parties hereby consent to such jurisdiction and venue for this purpose. Headings are for convenience of reference only and will in no way affect interpretation of the Agreement. This Agreement is in the English language only, which language will be controlling in all respects, and all versions of this Agreement in any other language will be for accommodation only and will not be binding on the parties to this Agreement. All communications and notices made or given pursuant to this Agreement, and all documentation and support to be provided, unless otherwise noted, will be in the English language. This Agreement may be signed in multiple counterparts, which, taken together, will be considered one original. Facsimile signatures, signatures on an electronic image (such as .PDF or .JPG format), and electronic signatures will be deemed to be original signatures.

    [End of Terms and Conditions]