Enterprise Integration Toolkit: Finalize Master Agreement and Initial Task Orders

Systems Integration | Finalize Master Agreement and Initial Task Orders

Systems integration (SI) contracts generally have two major components: (1) A Master Services Agreement containing general terms and conditions, and (2) one or more task orders that summarize the services to be performed by the SI, structured in alignment with the Implementation methodology.

| | Steps
	Step	Tools
1	Collect and inventory 4 Confirm that all documents related to systems integration services have been collected and inventoried.	COTS Systems Integration: Services Agreement - General Terms and Conditions (Template) COTS Systems Integration: Task Order (Template) COTS Systems Integration: Task Order Incentive Plan (Sample) Enterprise Software Initiative Key Implementation Activities and Deliverables: ASAP Performance Standard Agreement (Sample - DLA)
2	Review and compare 4 Review red-lined SI Master Services Agreement and task orders proposed by the vendors on the short list.
3	Summarize key negotiating items 4 After review has been completed, create a summary of the key items that you wish to negotiate with the vendor.
4	Legal review 4 Share the results of your review and your list of negotiating requests with legal counsel before discussing with the vendor. Request edits or additional requests from legal counsel.
5	Negotiate and close issues 4 Meet with decision maker at SI vendor to discuss your requested changes and come to closure on final issues.

Do you have a question about the EI Toolkit? Contact us!