Preliminary issues

Outsourcing is an arrangement under which an organisation contracts with a service provider to perform services that the organisation currently performs in-house or which are performed by an existing third party supplier. The outsourcing provider will instead provide those services using their own personnel and, often, facilities.

The outsourcing topic is divided into four subtopics, each covering a specific phase of an outsourcing transaction as follows:

  1. Preliminary issues—issues for consideration in the early stages of a transaction, from initial planning through to bidder selection (see below)

  2. Outsourcing agreements—precedents and detailed guidance on the key issues to consider when drafting and negotiating an outsourcing agreement. See Outsourcing agreements—overview

  3. Contract management in outsourcing—issues arising after the date of signature including governance, change and disputes. See Contract management in outsourcing—overview

  4. Outsourcing by type and sector—specific guidance on certain types of transaction including public sector, financial services and international. See Outsourcing by type and sector—overview

The Outsourcing transaction toolkit is a tool providing access to key content on each phase of an outsourcing transaction.

Preliminary stages

The early stages of an outsourcing transaction vary significantly

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