Amendment #1 to SOW [NAME OF STATEMENT OF WORK BEING AMENDED]

The Amendment #1 details + documents below serve to update the scope type and expand the scope of the original Statement of Work signed on June 28, 2023 (the “SOW”). The General Terms signed with the [Name Of Statement Of Work Being Amended] project on December 2, 2022 remain unchanged and in full effect (the “Master Service Agreement”).

Engagement Overview

Client Name: [CLIENT] (“the Client”)

Project Title: [Name Of Statement Of Work Being Amended]

Project Vendor: Awesome Business, LLC (“the Provider”)

Project Owner: John Doe

Requesting Party: John Doe

Amendment Effective Date: May 13, 2025

Amendment Request Overview

Description of Changes: Change the statement of work and the scope of the work into a flexible scope to accommodate project pivots, requests, and deviations due to currently known or unknown technical, compliance, and legal requirements.

Reason for Changes: The initial project phase successfully implemented a digital solution that serves users with standard access methods. However, this represents only a portion of the target user base … This scope modification builds upon the foundational solution to address the complete spectrum of user requirements without restrictive limitations.

Amendment Specifications

DIGITAL WORKFLOW SYSTEM EXTENSION AND DEVELOPMENT

Initial tasks in this activity include:

• Refinement and optimization of existing electronic workflow currently in testing
• Implementation of compliance and regulatory requirements for data integrity
• Enhancement of automated processing capabilities
• Development of workflows that enable on-location data collection using mobile devices
• Integration with existing database systems for form pre-population
• Synchronization of processed documents back to master records
• Creation of printable pre-populated documents directly from the database
• Efficient document digitization processes
• Integration of digitized documents into master record system
• Updates to templates and document bundles
• Implementation of version control for templates and forms
• Automated review and approval processes for received documents
• Expanded document parsing and classification capabilities

Initial deliverables in this activity include:

• Functional electronic processing workflow with compliance features
• Working mobile data collection system integrated with database
• Physical document processing system with digitization capabilities
• Updated template library with version control
• Document processing system with automated review workflows

IMPLEMENTATION SUPPORT SERVICES

• Requirements gathering and process analysis
• User acceptance testing

Initial deliverables include requirements documentation, process maps, integration designs, UAT test plans, and documentation of outcomes.

CHANGE MANAGEMENT AND DOCUMENTATION

• Comprehensive system, templates, change requests, and workflow documentation
• User guides and reference materials
• Troubleshooting guides and FAQ documents
• Change management process development and governance structures
• Knowledge transfer to internal teams

ADAPTABLE SYSTEM + EVOLVING REQUIREMENTS

• Rapidly strategizing and deploying solutions tailored to new operational needs
• Pivoting to address workflow management needs
• Discovery sessions to gather requirements
• Addressing unforeseen compliance or technical requirements

Deliverables include direct access to Provider for strategic guidance, check-in meetings, project documents, and troubleshooting support.

Engagement + Payment Terms

This Flexible Statement of Work + Blocks of Hours is a time and expense engagement. The Client will pay for time worked and authorized expenses …

Hours are sold in pre-purchased buckets, valid until fully utilized. Work will be allocated from these hours. Transparent tracking via Project Dashboard.

Billing: invoice upfront for XXX-hour block. Notify at 50% and 95% thresholds. Work stops at 100% if next block not paid. Payment of a block = acceptance of previous block deliverables.

Billable Engagement Categories:

• Communications with Client
• Virtual Meetings
• Engagement Production (planning, building, documenting, testing, etc.)

Refunds are not available; hours do not expire and remain usable.

Client Responsiveness and Engagement Flexibility

Client must provide timely feedback, approvals, and information. Changes outside scope require written amendment. Unforeseen challenges may require additional resources via written amendment. Disagreements resolved via dialogue.

Access Requests

Provider requires admin access to platforms, accounts, and assets … handled securely.

Vendor and Engagement Management

Provider is exclusive engagement manager. Additional vendors only by Provider approval. Client consulted as needed. Work remains under Provider oversight.

Ownership of Work

Upon full payment, Client owns all accounts, files, and digital assets created. Provider will transfer credentials and files. Intellectual property rights pass to Client.

2025 Provider Consultant Fee Rate: Upfront $0.00/hr discounted rate.

Total professional fees shall not exceed: $0.00

Total expenses shall not exceed: $0.00

Combined total not to exceed: $0.00

Terms

All terms in the original SOW remain unchanged, except those amended here.

Signatures

Client Acceptance: ____________________

Contractor Acceptance: ____________________

Title: ____________________

Signature: ____________________

Date: ____________________