PREPARATION OUTLINE — B2B SERVICES IN FRANCE
Working document to complete, adapt and have reviewed before use. Sensitive sections are questions to address, not legal clauses already drafted.
Project: [project name]
Reference and version: [reference, version and date]
1. PARTIES AND CONTACTS
Provider: [name or legal name, status, relevant business identifier, address and authorised representative].
Business client: [name or legal name, status, relevant identifier, address and authorised representative].
Project contacts: [people, roles and agreed channel].
2. PURPOSE AND SCOPE
Expected result: [objective and selected service].
Deliverables: [contents, quantity, format and expected state for each].
Included source files: [list or explicit decision].
Exclusions and options: [items not included and options to confirm].
Reference documents: [appendices, versions and references to check together].
3. SCHEDULE AND CONTRIBUTIONS
Starting condition: [event and agreed date or period].
Stages, presentations and handoff: [results and dates].
Client contributions: [text, files, access, owner and dates].
Dependencies and schedule changes: [blocking items and how a revised arrangement will be agreed].
4. PRICE AND PAYMENT
Price and currency: [amount, relevant VAT treatment and total].
Separate fees or external purchases: [contents, payer and expected prior agreement].
Payment schedule: [agreed amounts, events and deadlines].
Payment method and references: [the process actually chosen].
Invoicing and late-payment terms: [arrangements and provisions to have checked for the circumstances].
5. REVIEW AND REVISIONS
Review material: [preview, version and agreed criteria].
Client contact: [person consolidating comments].
Included feedback: [adjustments, definition of a round, chosen number and deadlines].
Mismatch with the agreed result: [review arrangements separate from added requests].
Missing response: [follow-up and clarification of next steps, without automatic approval provided by this outline].
6. CHANGES
Added request: [restated need and comparison with scope].
Decision to confirm: [addition, replacement or postponement, price, schedule and contributions].
Acceptance reference: [person, date and document or exchange kept before the added work is carried out].
7. HANDOFF AND USES
Final material: [exports, sources, documentation and versions].
Handoff conditions and channel: [verified event and planned access].
External services: [owner, recipients and permissions to arrange in each service].
Uses and rights: [relevant works and rights to define separately, uses, media, territory, duration, remuneration and any exclusivity; wording to have adapted].
Third-party resources: [licences and purchasing responsibilities to check].
8. ENDING THE PROJECT AND POINTS TO ADAPT
Postponement or early end: [terms to examine; completed work, expenses, delivered material and amounts payable or refundable].
Specific terms: [confidentiality, personal data, subcontracting, responsibilities or another relevant issue to have examined].
Disagreement and dispute resolution: [suitable arrangements to have checked, without imposing a universal clause].
9. ACCEPTANCE AND FINAL VERSION
Documents provided: [list and versions].
Open points to resolve before acceptance: [list].
Chosen acceptance method: [to define for the circumstances].
Authorised people and date: [to complete].
Accepted version and later changes: [references and storage location].