# Statement of Work

## Enterprise Tier — Multi-Site Private AI Deployment

---

| | |
|---|---|
| **SOW Number:** | [SOW NUMBER] |
| **Date:** | [DATE] |
| **Client:** | [CLIENT NAME] |
| **Project:** | [PROJECT NAME] |
| **Client Contact:** | [KEY CONTACTS] |
| **Oction Contact:** | Brandon Gill, CEO |
| **Start Date:** | [START DATE] |
| **Completion Date:** | [COMPLETION DATE] |
| **Primary Site:** | [PRIMARY LOCATION] |
| **Additional Sites:** | [ADDITIONAL LOCATIONS] |

---

## 1. Scope Overview

This Statement of Work defines the engagement between Oction Labs ("Oction") and [CLIENT NAME] ("Client") for the deployment of a private, on-premise AI system across multiple sites.

The scope includes installation of a sovereign AI deployment at [PRIMARY LOCATION] plus [NUMBER] additional locations: [ADDITIONAL LOCATIONS]. Each site operates an isolated knowledge base with option for cross-site knowledge sharing where permissions allow. Staff query the system and receive cited, retrieval-grounded answers from institutional materials. No data leaves Client infrastructure. No third-party model dependency.

This SOW covers multi-site build and deployment phases. Ongoing operation is addressed in Section 5 and the monthly retainer.

---

## 2. Deliverables

### 2.1 Discovery Phase (Weeks 1-3)

| Deliverable | Description | Acceptance Criteria |
|-------------|-------------|---------------------|
| Enterprise Discovery Report | Multi-site findings from stakeholder interviews across all locations | Client sign-off on confirmed scope and technical specifications |
| Site Architecture Plan | Deployment topology for primary and satellite locations | Approved by Client IT architecture review |
| Data Governance Framework | Cross-site access policies and knowledge sharing protocols | Signed off by Client data governance lead |
| Infrastructure Requirements | Hardware specifications for all sites with redundancy planning | Confirmed compatible with Client IT standards |
| Integration Roadmap | Phased rollout plan with site prioritization | Approved by Client project steering committee |

### 2.2 Build Phase — Primary Site (Weeks 4-9)

| Deliverable | Description | Acceptance Criteria |
|-------------|-------------|---------------------|
| Primary System Installation | AI platform deployed at [PRIMARY LOCATION] | System accessible; authentication functional |
| Master Knowledge Base | Central document ingestion pipeline and storage | Ingestion pipeline processes full document corpus |
| Enterprise Retrieval Engine | Configured search with multi-tenant isolation | 74% correct retrieval on validation query set |
| Administrative Console | Centralized management interface for all sites | IT administrators can monitor and configure all instances |
| Integration Layer | Enterprise authentication and directory services integration | SSO functional for all designated user groups |

### 2.3 Build Phase — Additional Sites (Weeks 8-13)

| Deliverable | Description | Acceptance Criteria |
|-------------|-------------|---------------------|
| Satellite Deployments | AI platform deployed at [ADDITIONAL LOCATIONS] | Each site operational with local knowledge base |
| Site-Specific Configuration | Local document ingestion and user management | Each site populated with relevant materials |
| Cross-Site Sync (if applicable) | Knowledge sharing between permitted sites | Sync functional per data governance policies |
| Disaster Recovery Setup | Backup and failover configuration | Recovery procedures tested and documented |

### 2.4 Deploy Phase (Weeks 14-16)

| Deliverable | Description | Acceptance Criteria |
|-------------|-------------|---------------------|
| Multi-Site UAT | User acceptance testing across all locations | Each site validates 20+ test queries |
| Enterprise Onboarding | Training sessions for users and administrators at each site | [SPECIFIC DELIVERABLES] staff trained per site |
| Operations Documentation | Runbooks for daily operations and incident response | Client operations team confirm readiness |
| Production Cutover | Phased go-live across all sites | All sites operational in production |

### 2.5 Acceptance Criteria — General

All deliverables are subject to Client review and acceptance. Client has 5 business days to review each deliverable and either accept or provide written feedback. Acceptance is deemed given if no written objection is received within the review period.

Enterprise deployments include a 30-day stabilization period post-deployment. Issues identified during stabilization are addressed at no additional cost.

---

## 3. Timeline & Milestones

| Milestone | Duration | Target Completion |
|-----------|----------|-------------------|
| Project Kickoff | — | [START DATE] |
| Discovery Complete | 3 weeks | Week 3 |
| Architecture Approved | — | Week 3 |
| Primary Site Build | 6 weeks | Week 9 |
| Satellite Site 1 Complete | 2 weeks | Week 10 |
| Satellite Site 2 Complete | 2 weeks | Week 11 |
| Satellite Site 3 Complete | 2 weeks | Week 12 |
| All Sites Deployed | 2 weeks | Week 13 |
| UAT Complete | 2 weeks | Week 15 |
| Production Cutover | 1 week | Week 16 |
| Stabilization Period | 30 days | Post-deployment |
| Project Complete | — | [COMPLETION DATE] |

The Build phase spans 10 weeks across all sites, with primary and satellite deployments running in parallel where possible. Timeline assumes timely Client provision of access, materials, and feedback.

---

## 4. Client Responsibilities

Client shall:

**Documents and Data**
- Provide access to document repositories across all sites within 5 business days of request
- Deliver documents in agreed formats (PDF, DOCX, TXT, or as specified)
- Confirm data classification and cross-site sharing permissions
- Identify subject matter experts at each location for knowledge validation
- Designate data stewards per site for ongoing knowledge base management

**Staff Time**
- Allocate [SPECIFIC DELIVERABLES] hours of stakeholder time for Discovery interviews per site
- Provide 2-3 staff members per site for UAT participation
- Schedule administrator trainees per site for 4-hour training sessions
- Ensure end-user availability for onboarding sessions at each location
- Assign project manager or coordinator for multi-site coordination

**Decisions and Approvals**
- Designate a single primary point of contact with authority to commit all sites
- Establish project steering committee with representatives from each site
- Provide feedback on deliverables within 5 business days
- Approve scope changes via written Change Order
- Make go/no-go decisions at agreed milestone gates
- Resolve cross-site data governance questions within 3 business days

**Infrastructure**
- Provision required hardware per specifications at all sites
- Configure network access, VPN, and firewall rules as specified
- Provide remote access for Oction technical staff
- Ensure WAN connectivity between sites for management console (where applicable)
- Maintain backup systems per disaster recovery requirements

---

## 5. Oction Responsibilities

Oction shall:

**Delivery**
- Deploy AI systems at all sites meeting specifications in Section 2
- Configure system for cited, retrieval-grounded responses
- Achieve 74% accuracy on validation query set at each site
- Implement cross-site knowledge sharing per governance framework
- Deliver all documentation and training materials
- Provide 30-day stabilization support post-deployment

**Support**
- Provide technical support during deployment and UAT at all sites
- Dedicated account manager for Enterprise clients
- Respond to critical issues within 4 hours; 24/7 coverage for P1 incidents
- Monthly retainer includes: system monitoring, performance optimization, document re-ingestion, user support, feature updates, and quarterly business reviews
- Annual system health assessment and recommendations

**Training**
- Conduct up to 2 onboarding sessions per site for end users
- Provide administrator training for Client IT staff at each location
- Deliver written documentation for system operation
- Knowledge transfer on multi-site management and ingestion pipelines
- Train-the-trainer sessions for Client-led future onboarding

**Compliance**
- Maintain Client data within Client infrastructure only
- Handle data per applicable privacy law (PIPEDA / GDPR as relevant)
- Provide centralized audit trail of system access and queries across all sites
- Maintain confidentiality of all proprietary information
- Support Client compliance audits as required

---

## 6. Change Order Process

Any modification to scope, timeline, or fees requires a written Change Order signed by both parties.

**Process:**
1. Either party may request changes via written notice
2. Oction provides impact assessment within 3 business days
3. Parties negotiate terms of Change Order
4. Work on changed scope begins only after signed Change Order

**Common Change Order triggers:**
- Additional sites beyond those specified
- Additional departments per site
- Custom AI model training or fine-tuning
- Integration with enterprise systems (ERP, CRM, etc.)
- Legacy data digitization exceeding 5 TB total
- Additional expertise interviews beyond 10 persons
- Dedicated infrastructure or bare-metal deployment
- Timeline compression requiring additional resources

Change Orders may adjust fees per standard rates: additional site $50,000; additional department $15,000; legacy digitization $5,000/TB; custom integration $250/hour; expertise interviews $2,000/person.

---

## 7. Payment Terms

**Total Fee:** $[TOTAL FEE] CAD

**Payment Schedule:**

| Milestone | Amount | Due Date |
|-----------|--------|----------|
| Deposit (50%) | $[DEPOSIT AMOUNT] | Upon execution of this SOW |
| Primary Site Build Complete | $[PRIMARY PAYMENT] | Upon completion of primary site Build phase |
| All Sites Deployed | $[DEPLOYMENT PAYMENT] | Upon deployment of all satellite sites |
| Final Acceptance | $[FINAL PAYMENT] | Upon completion of stabilization period |

**Monthly Retainer:** $[MONTHLY RETAINER] CAD/month, beginning upon primary site production deployment.

- All amounts in Canadian dollars
- Invoices due on receipt
- Late payments subject to 1.5% monthly service charge
- Work may be suspended for payments overdue by 30 days

---

## 8. Limitations & Exclusions

**What is NOT included in this SOW:**

**Data Preparation**
- Physical document scanning or OCR of paper records
- Manual data entry or transcription services
- Cleanup of corrupted or unreadable source files
- Data migration from proprietary formats requiring custom parsers
- Historical email archive processing exceeding 500 GB per site

**Infrastructure**
- Hardware procurement (unless specified in Change Order)
- Network infrastructure upgrades between sites
- Client-side backup or disaster recovery systems beyond configuration
- Integration with systems not specified in Section 2
- Cloud connectivity or hybrid deployment models

**Scope Boundaries**
- Custom AI model training beyond retrieval tuning
- Integration with external APIs or SaaS platforms
- Ongoing content creation or document authoring
- User support beyond the monthly retainer scope
- Custom reporting or BI dashboard development
- Penetration testing or security auditing (configuration only)

**Travel and Expenses**
- On-site travel costs for locations outside [REGION]
- Accommodation and per diem for extended deployments
- Visa or work permit arrangements

**Liability Limits**
- Oction not liable for decisions made based on AI outputs
- Client retains final review authority for all generated content
- Oction not responsible for data loss on Client systems
- System availability dependent on Client infrastructure
- Cross-site sync delays due to network issues not within Oction control

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## 9. Signatures

This Statement of Work constitutes the entire agreement between the parties regarding the scope described herein. It supersedes all prior negotiations and agreements.

**Client:**

| | |
|---|---|
| Signature: | _________________________ |
| Name: | [KEY CONTACTS] |
| Title: | [CLIENT SIGNATORY TITLE] |
| Date: | [DATE] |

**Oction Labs:**

| | |
|---|---|
| Signature: | _________________________ |
| Name: | Brandon Gill |
| Title: | CEO |
| Date: | [DATE] |

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*eight agents. one organism.*