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MASTER SERVICES AGREEMENT

This Master Services Agreement ("Agreement") is entered into as of April 1, 2025 ("Effective Date"), by and between:

NEXGEN TECHNOLOGY SOLUTIONS INC., a Delaware corporation with its principal place of business at 2500 Technology Park Drive, Suite 400, San Jose, CA 95131 ("Provider" or "Contractor"),

and

PACIFIC COAST FINANCIAL GROUP, a California corporation with its principal place of business at 100 Financial Center, 25th Floor, San Francisco, CA 94111 ("Client")

{
  "document_type": "msa",
  "document_title": "Master Services Agreement",
  "effective_date": "2025-04-01",
  "agreement_number": null,
  "parties": {
    "service_provider": {
      "name": "NexGen Technology Solutions Inc.",
      "type": "corporation",
      "jurisdiction": "Delaware",
      "address": "2500 Technology Park Drive, Suite 400, San Jose, CA 95131",
      "defined_term": "Provider"
    },
    "client": {
      "name": "Pacific Coast Financial Group",
      "type": "corporation",
      "jurisdiction": "California",
      "address": "100 Financial Center, 25th Floor, San Francisco, CA 94111",
      "defined_term": "Client"
    }
  },
  "services_overview": {
    "general_description": "Information technology consulting, software development, and related professional services",
    "service_categories": [
      "Custom software development",
      "System integration and implementation",
      "IT consulting and advisory services",
      "Application maintenance and support",
      "Cloud migration and infrastructure services"
    ],
    "excluded_services": [],
    "sow_required": true,
    "sow_process": "Each SOW shall reference this Agreement and describe specific services, deliverables, timeline, and fees"
  },
  "term_termination": {
    "initial_term": "3 years",
    "initial_term_years": 3,
    "term_start": "2025-04-01",
    "term_end": "2028-04-01",
    "auto_renewal": true,
    "renewal_term": "1 year",
    "renewal_notice_days": 90,
    "termination_for_convenience": true,
    "convenience_notice_days": 60,
    "termination_for_cause": {
      "material_breach": true,
      "cure_period_days": 30,
      "bankruptcy": true,
      "change_of_control": true
    },
    "effect_of_termination": "Client pays for services performed, Provider delivers completed work product, parties return confidential information",
    "survival_provisions": [
      "Intellectual Property",
      "Confidentiality",
      "Representations and Warranties",
      "Indemnification",
      "Limitation of Liability",
      "Insurance",
      "Governing Law and Disputes"
    ]
  },
  "pricing_payment": {
    "pricing_model": "Time and Materials / Fixed Fee / Retainer",
    "rates": {
      "rate_card_attached": true,
      "hourly_rates": {
        "senior_consultant": "$275/hour",
        "consultant": "$225/hour",
        "associate": "$175/hour",
        "technical_specialist": "$300/hour"
      },
      "daily_rates": null,
      "annual_increase": "Up to 5% upon 60 days notice"
    },
    "estimates": {
      "binding": false,
      "variance_allowed": null
    },
    "invoicing": {
      "frequency": "Monthly for T&M, upon milestone for fixed-fee",
      "invoice_timing": "Monthly",
      "detail_required": "Reasonable supporting documentation"
    },
    "payment": {
      "payment_terms_days": 30,
      "late_payment_interest": "1.5% per month",
      "disputed_invoice_process": "Written notice within 15 days specifying disputed amount and reason"
    },
    "expenses": {
      "reimbursable": true,
      "pre_approval_required": true,
      "expense_cap": "$500 without prior approval",
      "markup_percentage": "None - at cost"
    },
    "taxes": {
      "responsibility": "Client pays sales, use, and VAT; Provider pays income taxes",
      "tax_exempt": false
    }
  },
  "service_levels": {
    "sla_included": true,
    "sla_reference": null,
    "key_metrics": [
      {
        "severity": "Critical",
        "response_time": "1 hour",
        "resolution_target": "4 hours"
      },
      {
        "severity": "High",
        "response_time": "4 hours",
        "resolution_target": "24 hours"
      },
      {
        "severity": "Medium",
        "response_time": "8 hours",
        "resolution_target": "3 business days"
      },
      {
        "severity": "Low",
        "response_time": "24 hours",
        "resolution_target": "5 business days"
      }
    ],
    "service_credits": true,
    "credit_calculation": "5% of monthly fees for missed Critical SLAs",
    "credit_cap": "15% per month"
  },
  "personnel": {
    "key_personnel": {
      "identified": false,
      "removal_notice": null,
      "replacement_approval": false
    },
    "subcontractors": {
      "permitted": true,
      "approval_required": false,
      "liability_for_subs": null
    },
    "background_checks": false,
    "training_requirements": null
  },
  "intellectual_property": {
    "pre_existing_ip": {
      "provider_retains": true,
      "client_retains": true
    },
    "work_product": {
      "ownership": "Client",
      "work_for_hire": false,
      "assignment": "Provider assigns all right, title, and interest in deliverables created specifically for Client"
    },
    "license_grants": {
      "provider_to_client": "Perpetual, non-exclusive license to use Provider Tools incorporated in Work Product for internal business purposes",
      "client_to_provider": null
    },
    "background_ip_license": "Perpetual, non-exclusive license for Provider Tools in Work Product"
  },
  "confidentiality": {
    "mutual": true,
    "definition": "Non-public information disclosed by either party that is marked confidential or reasonably understood to be confidential",
    "obligations": "Maintain in strict confidence, not disclose without consent, use only for Agreement purposes, limit access to need-to-know personnel",
    "term_years": 5,
    "return_destruction": "Return or destroy upon termination"
  },
  "representations_warranties": {
    "provider_warranties": [
      "Authority to contract",
      "Professional manner performance",
      "Work Product conforms to specifications for 90 days",
      "Personnel have necessary skills and qualifications",
      "Services will not infringe third-party IP"
    ],
    "service_warranty": {
      "standard": "Professional manner consistent with industry standards",
      "warranty_period_days": 90,
      "remedy": null
    },
    "deliverable_warranty": {
      "defect_free": false,
      "conformance_to_specs": true,
      "warranty_period": "90 days"
    },
    "disclaimers": [
      "No implied warranties",
      "No warranty of merchantability",
      "No warranty of fitness for particular purpose"
    ]
  },
  "indemnification": {
    "provider_indemnifies": {
      "ip_infringement": true,
      "third_party_claims": true,
      "negligence": true,
      "breach": false,
      "personal_injury": true
    },
    "client_indemnifies": {
      "content_claims": true,
      "third_party_claims": true,
      "negligence": true
    },
    "indemnification_process": {
      "notice_required": true,
      "control_of_defense": "Indemnifying party",
      "cooperation": "Indemnified party cooperates fully",
      "settlement_approval": true
    }
  },
  "limitation_of_liability": {
    "cap": {
      "amount": "Greater of $1,000,000 or 12 months fees",
      "calculation": "Fees paid or payable in 12 months preceding claim",
      "per_claim_vs_aggregate": "Aggregate"
    },
    "exclusions_from_cap": [
      "Indemnification obligations",
      "Breach of confidentiality",
      "Gross negligence or willful misconduct",
      "IP infringement"
    ],
    "consequential_damages": {
      "excluded": true,
      "types_excluded": [
        "Indirect damages",
        "Incidental damages",
        "Consequential damages",
        "Special damages",
        "Punitive damages",
        "Lost profits",
        "Lost data"
      ]
    },
    "mutual": true
  },
  "insurance": {
    "required": true,
    "types": [
      {
        "type": "Commercial General Liability",
        "minimum_coverage": "$2,000,000",
        "per_occurrence": "$2,000,000",
        "aggregate": "$4,000,000"
      },
      {
        "type": "Professional Liability (E&O)",
        "minimum_coverage": "$5,000,000",
        "per_occurrence": "$5,000,000",
        "aggregate": "$5,000,000"
      },
      {
        "type": "Cyber Liability",
        "minimum_coverage": "$3,000,000",
        "per_occurrence": "$3,000,000",
        "aggregate": null
      },
      {
        "type": "Workers' Compensation",
        "minimum_coverage": "As required by law",
        "per_occurrence": null,
        "aggregate": null
      }
    ],
    "additional_insured": true,
    "certificate_required": true
  },
  "data_protection": {
    "data_processing_terms": true,
    "gdpr_compliance": true,
    "ccpa_compliance": true,
    "data_security_requirements": "Reasonable administrative, technical, and physical safeguards",
    "breach_notification": {
      "required": true,
      "timeframe_hours": 48
    },
    "data_return_deletion": null
  },
  "audit_rights": {
    "financial_audit": false,
    "security_audit": false,
    "compliance_audit": false,
    "frequency": null,
    "notice_days": null,
    "cost_responsibility": null
  },
  "governing_law": {
    "jurisdiction": "State of California",
    "venue": "San Francisco, California",
    "arbitration": true,
    "arbitration_rules": "JAMS",
    "jury_waiver": false
  },
  "general_provisions": {
    "entire_agreement": true,
    "amendments": "Written instrument signed by both parties",
    "assignment": {
      "permitted": false,
      "consent_required": true,
      "change_of_control": "Assignment to affiliate or in merger/sale permitted"
    },
    "force_majeure": true,
    "notices": "Writing, delivered by hand, overnight courier, or email with confirmation",
    "severability": true,
    "waiver": "No waiver effective unless in writing",
    "counterparts": false,
    "order_of_precedence": "Agreement controls over SOW unless SOW expressly states otherwise"
  },
  "exhibits_attachments": [
    {
      "exhibit_id": "Exhibit A",
      "title": "Rate Card",
      "description": "Standard hourly rates for personnel"
    },
    {
      "exhibit_id": "Exhibit B",
      "title": "Form of Statement of Work",
      "description": "Template SOW for service engagements"
    }
  ],
  "signatures": {
    "provider_signed": true,
    "provider_signatory": "Jennifer Martinez, Chief Executive Officer",
    "client_signed": true,
    "client_signatory": "Robert Chen, Chief Information Officer",
    "date_signed": "2025-04-01"
  },
  "risk_analysis": {
    "risk_level": "low",
    "key_risks": [],
    "favorable_terms": [
      "Balanced liability cap structure",
      "Clear IP ownership assignment",
      "Service credits for SLA breaches",
      "Comprehensive insurance requirements"
    ],
    "unfavorable_terms": []
  },
  "validation": {
    "parties_identified": true,
    "services_defined": true,
    "pricing_clear": true,
    "term_specified": true,
    "liability_addressed": true,
    "ip_ownership_clear": true
  }
}