Checklist for Outsourcing Agreement

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CHECKLIST FOR OUTSOURCING AGREEMENT

A. AGREEMENT

(1) Commencement Date

nWhen will Vendor begin to provide services to Customer?
nWhat is the proposed migration date?

(2) Entities Receiving Services from Vendor

nAre there any other Customer (or third?party) entities that will receive services from Vendor under the Agreement?
nDoes Customer foresee a change in, or want the latitude to change, its corporate structure over the term of the Agreement?

(3) Requirements Contract

nDoes Customer want the right to purchase information technology services from a third?party vendor (e.g., services above the baseline)?

(4)Machines (Systems)

nWhich machines will Vendor (a) maintain, (b) provide system management services for, (c) provide help desk services for, and (d) upgrade?
nDo Vendor's responsibilities with respect to machines include all end?user machines?
nWho will have responsibility for the hardware leases and third party maintenance agreements?
nPrepare/update machine inventory.
nDetermine point at which responsibility for end?user machines ends and responsibility for host begins.

(5) Agreements to be Reviewed (to determine whether consent from third party vendor is necessary)

nSoftware licenses
nHardware leases
nMaintenance agreements
nOther services agreements (e.g., microfiche, print, disaster recovery)

(6) Applications/Systems Software

nWho will retain financial and administrative responsibility for applications software?
nWho will retain financial and administrative responsibility for systems software?
nPrepare a list of all proprietary and third party software (applications and systems) currently used by Customer.
nWill systems/applications software licenses be assigned to Vendor or will Vendor be permitted access to software licensed by Customer?

(7) Application Development

nWho will have responsibility for application development services?

(8) Application Maintenance

nHow will application development and application maintenance services be distinguished (e.g., more than 80 person?hours)?
nPrepare a list of services which Customer currently considers to be included in application maintenance to be provided by Vendor.
nHow will the baseline for application maintenance be set ( e.g., person hours, headcount, function points)?

(9) Consents

nHow will the costs of obtaining consents be allocated (prior to the date of the Agreement and upon termination of the Agreement)?
nVendor should be responsible for the cost of obtaining any consents from third parties.

(10)Performance Standards

nSpecify the performance standards in respect of Vendor's provision of services.
nDoes Customer document/benchmark its current performance standards?
nDoes Customer have planned or interrupted system downtime?
nSpecify liquidated damages (credits) which Vendor will incur if Vendor fails to perform in accordance with such performance standards.
nVendor should be required to meet performance standards during the migration period.

(11)Retained Assets/Responsibilities

nWhich assets/responsibilities will Customer be retaining?
nWill Customer or Vendor be responsible for supplies (e.g., paper, ink, forms)?
nCustomer should ensure that it has the employees/resources to perform the retained responsibilities.

(12)Service Locations

n Will all of Customer's information technology operations remain at Customer's facilities?
nIs Customer concerned about Vendor separating its information systems operations?

(13)Human Resources

nWill any Customer employees be transferred to Vendor?
nAre Vendor's employment screening procedures consistent with Customer's policies and procedures?
nWill Vendor require Customer to retain certain IS employees for a period of time after the commencement date?
nWill Vendor reimburse...
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