67 Agency Vendor Brief Global

# Agency/Vendor Brief — [Project name]

## 1. Project information
| Item | Detail |
|------|--------|
| Project name | |
| Client | [Company] — [Owner] — [Email/phone] |
| Vendor | [Name] — [Contact person] — [Email] |
| Type of work | |
| Start date / deadline | |
| Total budget (USD, tax treatment stated) | |

## 2. Context and objective
About the brand: [2-3 sentences — who the brand is, what it is doing, how this project fits the strategy]
Project objective: [one measurable sentence — e.g. "5 UGC videos to test as paid creative on Meta, target CTR above 2%"]

| Metric | Target | How measured | Due |
|--------|--------|--------------|-----|

## 3. Scope of work
| # | Deliverable | Detailed spec | Output format | Quantity |
|---|-------------|---------------|---------------|----------|

Revisions included: [N] rounds against consolidated feedback. Additional rounds: [$X] per round.

**NOT included:** [list explicitly to block scope creep]

## 4. Brand guidelines to follow
- Palette / typography / logo: [link to brand kit — use the brand's own tokens, no substitutions]
- Tone of voice: [link to brand voice doc]
- Good references: [3-5 links + why]
- Anti-references, do NOT copy: [link + why]

## 5. Deliverable spec
| Deliverable | Platform | Size / ratio | Duration | File format | Language / locale |
|-------------|----------|--------------|----------|-------------|-------------------|

## 6. Approval process
| Round | Vendor submits | Your feedback due | Note |
|-------|----------------|-------------------|------|
| Draft | | +2 business days | |
| Revision | | +1 business day | |
| Final | | | Hard deadline |

Approval authority: creative — leader; budget change — leadership; timeline extension — leader under 3 days, leadership over 3 days.

## 7. Payment (USD)
| Milestone | % | Amount | Condition | Payment term |
|-----------|---|--------|-----------|--------------|
| Contract signed | 30% | | Contract executed | Before work starts |
| Draft approved | 40% | | Draft accepted | Net 15 |
| Final delivered | 30% | | Final accepted | Net 30 |

Confirm with finance before signing: tax treatment (US contractors need a W-9, non-US vendors a W-8BEN; EU vendors may invoice with VAT or under reverse charge), currency of payment, and who absorbs transfer fees.

## 8. Communication
Single point of contact: [your side] / [vendor side]. Primary channel: [email / Slack / project tool]. Meeting cadence: [weekly / per milestone]. Your feedback SLA: [N] business days. Working timezones for both sides: [list].

## 9. Contract terms — IP, confidentiality, and liability
Agree these in writing before work starts. Standard practice in US and EU engagements:

- **IP assignment.** State that all deliverables and the underlying working files are assigned to the client on full payment. In the US, "work made for hire" only covers specific statutory categories, so contracts normally pair the work-for-hire language with an explicit present assignment of all rights as a fallback. In much of the EU, moral rights cannot be assigned and are instead waived or licensed to the extent local law permits.
- **Third-party material.** The vendor warrants that fonts, stock footage, music, and AI-generated assets are properly licensed for the intended commercial use, and identifies anything with a restricted or time-limited license.
- **Talent and model releases.** Signed releases for every person appearing on camera, covering the territories and channels you will run in, and the intended usage period.
- **Confidentiality / NDA.** Project information is confidential and not shared with third parties. The vendor does not post the work to a portfolio or social channel without written consent.
- **Data protection.** If the vendor touches customer data, agree the processing terms your counsel requires before any data is shared.
- **Indemnity and liability cap.** Both are commonly negotiated in US and EU contracts: the vendor typically indemnifies the client against third-party IP claims, and liability is often capped at the fees paid. Where the cap sits, and what is carved out of it, is a negotiation — have counsel review it.
- **Post-acceptance revisions** are billed separately.

These are the points to cover, not legal advice. Have counsel review the contract before signing.

## 10. Post-project vendor scorecard
| Criterion | Score 1-5 | Note |
|-----------|-----------|------|
| Output quality | | |
| On-time delivery | | |
| Communication | | |
| Response speed | | |
| Value for money | | |
| **Overall** | | |

Use again: Yes / No — reason.