Chapter 5
CHECKLIST
Preliminary Considerations
□ Due diligence process
□ Form of professional services agreement
General Requirements
□ Term—open-ended or limited
□ Termination provisions
– Material breach of agreement
– Insolvency/cessation of business
– For cause
– Acceptance testing
– Procedures
– Criteria
– Remedies at no cost
– Timeframe for failures to correct
– Payment of fees linked to milestones and testing completion
□ Personnel requirements
– Minimum skill requirements
– Interview process
– Naming of key personnel
– Replacement procedures; no charge for overlap and ramp-up
– Efforts to ensure consistency of personnel
– Turnover penalties
– Supplier has sole responsibility for personnel
□ Use and identification ...
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