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Services agreement checklist

Make it Legalâ„¢ Checklist

Here are a few important steps to take to finish your document

  1. Make sure the agreement is complete. In particular, note that you need to attach a number of Schedules to the back of the agreement before it is signed:

    1. the Specification of the Services being supplied, Schedule 1

    2. the Charges, Schedule 2

    3. the Service Levels, Schedule 3, but only if the parties have chosen during the interview to agree Service Levels

    4. the Bribery Policy, Schedule 4, but only if the parties have chosen during the interview that the customer will provide an anti-bribery policy.

  2. You can attach the Schedules in two ways:

    1. by attaching them to the agreement when you print off a Word or PDF version of the services agreement; or

    2. by pasting them into a Word version of the services agreement before you print it.

  3. Read the services agreement to make sure it meets your needs and that everyone involved agrees with the agreement.

  4. Remember that if you have any questions you can easily Ask a lawyer.

  1. Print a copy of the services agreement for each party along with the schedules.

  2. Each party must sign on the line over their name and date both copies.

  3. The date of the contract is the date on which the parties signed if that was the same day. If they signed on different days, then it is the day when the last person signed.

  • Each party should make a copy of their signed agreement and store the original safely away.
  • Review your agreement regularly, especially if there are any changes to the Specification of the Services under Schedule 1 and the Service Charges under Schedule 3. If there is a change, the parties will need to execute a variation of the agreement.

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