Your client`s role in choosing a client is to perform the due diligence necessary to feel familiar with your work, your staff and your process. This includes checking references. If your client trusts your skills, you won`t have to worry about being less prescriptive with your PSA or SOW. In fact, you`re responsible. You don`t know what you don`t know, do you? Don`t propose the wrong things just to engage your agreement with a beautiful bow. Be honest and say you`re doing what`s best. Most of our potential customers, when they read our EPI, are not attentive to our lack of targeted specificity. If you hire independent QS engineers for your project, make sure the company is ready to follow NDA policies with customers. Such a confidentiality agreement prevents the company from using your product idea, design, functionality, etc.
In addition, it prohibits SAQ engineers from presenting their work publicly. MSA is the original document of the business relationship between the customer and the supplier. SOW defines the specific services that the provider must provide to the customer. Your next step is to share your position, that is; your organization`s presentation form with your colleague. Note that they will also ask you to check their form. It was my experience that the organization with the greatest leverage, real or imaginary usually wins the battle of the forms described above. For the purposes of this discussion, you assume that your organization`s forms are the forms of choice. Your opponent must check the treatments (Redlines) for verification and submit them for verification. After talking to your stakeholders and their legal representatives, you can answer in the form of substantive questions or, if necessary, hold a meeting with your colleague to check outstanding issues and see if you are beginning to agree on outstanding issues. It is up to you to determine, depending on the type of service to be negotiated, the importance of the project to your organization, etc., how you should address complexity issues and compromise or maintain your position. The guidelines set out internally in the first place will go a long way to facilitating dispute resolution. Once you have reached an agreement with your partner, you should inform them that you now share the current version of the forms with your stakeholders and that you are legal for final verification.