Checklist For Outsourcing Agreements

This checklist for outsourcing agreements template has 5 pages and is a MS Word file type listed under our consultant & contractors documents.

Sample of our checklist for outsourcing agreements template:

CHECKLIST for Outsourcing Agreements This checklist will help you ensure that you included all relevant clauses 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 Vendor to provide services from customer premises until specified date for conversion to other facilities List of equipment and services at facilities available for vendor use List of facilities square footage and rate to be paid, if any for use by vendor Vendor access to customer facilities 24 hour/normal vendor working hours Security issues Relocation of vendor Customer owned equipment Purchase of equipment owned by customer used to perform the services List of equipment/depreciated value Disposition of equipment subject to capital leases Obligation of customer to provide or acquire certain equipment Customer leased equipment Vendor permitted to use equipment leased by customer to perform the services Customer to terminate or assign leases for the leased equipment Customer to exercise option to purchase equipment under terminated lease and sell to vendor at cost Data Processing services