Checklist_For Outsourcing Agreements

. This checklist will help you ensure that you included all relevant clause in an outsourcing agreement. Please ask your lawyer to review any agreement or contract before signing it.


Definition of the relationship, goals and objectives of both parties

 Exclusive of other vendors
 Protect market position of customer


Scope of services to be provided

 Define services and deliverables to be provided to customer by vendor
 Define services excluded
 Define service levels (i.e., performance standards) and remedies
 Provide for modification of service levels from initial levels upon execution after conversion to vendor operations
 Provide for milestones and project schedules (time phased, person loaded)
 Scope of vendor's authority


Term of agreement

 Renewal periods
 Automatic renewal


Personnel
 Staffing requirements
 On customer site/off customer site
 Vendor right to change personnel
 Customer right to approve personnel
 Specific obligations of vendor regarding vendor personnel
 Confidentiality
 Non-compete
 Guaranteed service period for certain personnel
 Succession planning
 Mix of staff levels
 Vendor to offer employment to customer's work force
 Define employees to be transitioned
 Parameters for offers of employment
 Employee transition plan
Use of customer facilities

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Checklist_For Outsourcing Agreements