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May 2014
Supporting your businessOutsourcing
CMS_LawTax_CMYK_28-100.eps
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3 Introduction
4 The Outsourcing process
6 Why choose CMS?
8 Getting in touch
10 CMS Coverage
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When properly executed, outsourcing can not only drive efficiency and performance gains, thereby creating value, but can also deliver significant savings. At CMS we recognise these are among the primary reasons our clients choose to outsource and so ensure these objectives are at the core of the advice we provide.
Increasingly, sourcing arrangements are complex financial and technical arrangements that require flexible execution and financial certainty. Having been involved in the some of the most strategic, complex and commercially valuable outsourcing projects in the market, both local and multi-jurisdictional, we have developed an unrivalled knowledge of the industry, the service providers and what and how deals can be achieved. This level of understanding can prove invaluable on projects of this nature.
‘ 10/10...superb...they worked with our internal team extremely well...this is a flagship, this is how a deal should be done.
Chief Counsel of a Major Global Energy Company
‘
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Supplier selection and development
— Negotiation — Savings identification — Technical assessment — Commercial assessment — Contractual compliance assessment — Developing the contract
How can CMS help? — Assist you to develop and document the services descriptions,
service levels and other operational parts of the services agreement — Assist you to develop and document a charging methodology,
financial and other incentives that drive the right behaviours — Defining appropriate reporting, governance and escalation
requirements, forums and processes for contract management — Advice on performance and quality assurance management and
continuous improvement — Advice on data protection and security, confidentiality and
intellectual property — Defining business continuity, disaster recovery and exit
management requirements — Production of the supporting legal and ancillary documentation,
e.g. any asset transfers, leases, licences, escrow arrangements etc. — Negotiating the contract
Evaluation
— Selection criteria — Pre-screening — Estimate economic & operating
benefits
How can CMS help? — Help you identify the assets to be transferred and the
rights to be granted to the outsourcing partner — Advice on structuring the transaction in a tax efficient manner — Advice on regulatory compliance, competition, money laundering,
sanctions and bribery and corruption risks and requirements — Help you plan and structure your ITT and prepare the supporting
schedules and draft contract to be included in it — Help evaluate responses
Investigation and tendering
— Analysis of company, customer and competitor
— Sourcing strategy
How can CMS help? — Identifying due diligence requirements — Reviewing existing documentation and advising on impact of
outsourcing on other operations — Advice on structuring options — Advice on procurement process — Advice on employee transfer risks — Helping plan and structure your PQQ
Outsourcing should be treated no differently to any other business opportunity. It should be carefully planned and clear objectives and priorities should be set. Our dedicated team of outsourcing specialists has been guiding clients through the outsourcing process for a number of years; offering specialist, tailored support at every stage of the course.
The Outsourcing Process
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Implementation
— Team, strategy and schedule — Dependencies — Measurement of actual performance — Progress report
How can CMS help? — Assist documenting developments to, or changes in, the
implementation services or the implementation plan and any consequential impacts on the operational services
— Advice on delay management, the availability of contractual rights and applicability of liquidated damages or other remedies
Performance management & continuous improvement
— Monitor supplier’s performance — Relationship analysis — Continuous improvement opportunities — Benchmarking — Maintain dynamic and flexible
procurement
How can CMS help? — Advice on impact of changes in regulation — Advice on legal/contractual implications of adopting new
technologies or processes — Advice on change management — Clearly pre-defining transitions, changes and
transformation to ease business interruption — Advice on availability of service credits, applicability of force
majeure or excusing cause provisions — Advice on benchmarking and adjustments to service levels
and their measurement and reporting — Advice on the operation of contractual mechanisms for
managing security incidents, contract breaches and service failures
Disputes and exit
— Issue management and escalation — Step-in — Dispute management and resolution — Migration to replacement supplier
How can CMS help? — Advice on operation of contractual governance and dispute
resolution mechanisms — Advice on step-in, delay deductions, service credits and
other contractual rights and resolution options — Advice on dispute and risk management techniques,
processes and procedures — Assistance in developing exit plans
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‘ CMS genuinely won the outsourcing tender. They took a very pragmatic and down-to-earth approach to it. We liked the quote, the person and how they would go about it. We were not jumping into the unknown.
Global Fund Manager
‘Why choose CMS?
Our strong track record
The CMS Technology and Sourcing Team is an award winning leader in the outsourcing field, advising on a significant number of the highest value and most complex strategic business process and information and communications technology (ICT) outsourcing projects in recent years. We have extensive experience of advising both customers and suppliers and, accordingly, understand their respective positions and as a consequence have an exceptional track record of delivering transactions. We are renowned for client service and providing practical, focused legal advice that helps our clients put in place fit-for-purpose arrangements in a way that identifies, and resolves issues quickly, accelerates deal time and reduces transaction costs.
Our international breadth
Outsourcing contracts can span a number of jurisdictions. We have a dedicated team of international outsourcing lawyers who regularly work together to provide global solutions to our clients. This mixture of international outlook and in-depth local legal expertise provides us with the 360° view necessary to advise major clients on a continued basis.
A true sector focus
Whilst the drivers behind outsourcing are generally the same for every sector, the advice businesses need should be focused and address industry specific issues. At CMS we focus on discrete sectors to ensure the advice we provide is industry tailored and relevant to our client’s individual issues. As a full service firm, we are able to draw on the local regulatory, employment, real estate, tax and other expertise required to advise on your arrangement.
‘ An exceptional team to work with...do everything they can for us...not only their technical ability but the way they interact across us, and [the other side]...only contributed to the positive outcome we achieved.
Head of Vendor Management on one of the largest deals of 2012
‘
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Getting in touch
Anne-Laure VilledieuPartner, ParisT +33 1 47 38 40 19E [email protected]
BULGARIADavid ButtsInternational Manager, SofiaT +359 2 921 99 48E [email protected]
BELGIUMTom HeremansPartner, BrusselsT +32 2 743 69 73E [email protected]
THE NETHERLANDSHendrik StruikPartner, AmsterdamT +31 30 2121 726E [email protected]
AUSTRIAJohannes JuranekPartner, ViennaT +43 1 40443 2450 E [email protected]
CZECH REPUBLICTomas MatejovskyPartner, PragueT + 420 2 210 98 852E [email protected]
FRANCEAntoine GendreauPartner, ParisT +33 1 47 38 56 49E [email protected]
GERMANYChristian RuntePartner, MunichT +49 8923807304 E [email protected]
Sebastian CordingPartner, HamburgT +49 4037630225 E [email protected]
Axel FunkPartner, StuttgartT +49 7119764335 E [email protected]
Markus HäuserPartner, MunichT +49 8923807177 E [email protected]
Philipp LotzePartner, HamburgT +49 4037630 222 E [email protected]
ITALYPaolo ScarduelliPartner, MilanT +39 02 48011171E [email protected]
Italo de FeoPartner, RomeT + 39 06 47815607E [email protected]
Wouter SeinenSenior Associate, AmsterdamT +31 30 2121 191 E [email protected]
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POLANDTomasz KoryzmaPartner, WarsawT +48 22 520 8479E [email protected]
Sarah HansonPartner, LondonT +44 20 7367 2597 E [email protected]
PORTUGALLuis Abreu CoutinhoPartner, LisbonT + 351 21 095 81 56E [email protected]
SWITZERLANDRobert BrinerPartner, ZurichT +41 44 285 13 37 E [email protected]
Alain RaemyPartner, ZurichT +41 44 285 11 11 E [email protected]
UNITED KINGDOMIan StevensPartner, LondonT +44 20 7367 2597 E [email protected]
Juan CrosbyPartner, LondonT +44 20 7367 2472 E [email protected]
John ArmstrongPartner, LondonT +44 20 7367 2701 E [email protected]
Emma BurnettPartner, LondonT +44 20 7367 3565 E [email protected]
Jan AzudJunior Partner, BratislavaT +421 2 3233 3431E [email protected]
Alan NelsonPartner, GlasgowT +44 141 304 6006 E [email protected]
Laurence WardPartner, GlasgowT +44 141 304 6031 E [email protected]
SPAINJavier Torre de Silva y López de LetonaPartner, MadridT +34 91 451 93 21E [email protected]
UKRAINEOlexander MartinenkoPartner, KyivT +380 44 391 3 704 E [email protected]
RUSSIALeonid ZubarevPartner, RussiaT +7 495 786 30 85E [email protected]
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CMS Coverage
Bristol
Dubai
Amsterdam
Brussels
UtrechtLondon
Edinburgh
Aberdeen
Luxembourg
Antwerp
Paris
Leipzig
Lyon
Strasbourg
Madrid
Barcelona
Lisbon
Seville
Casablanca
Algiers
Rome
Milan
Zurich
Ljubljana
ViennaBratislava
Budapest
Zagreb
Sarajevo
Tirana
Belgrade
Sofia
Bucharest
Prague
Warsaw
Kyiv
Moscow
Shanghai
Beijing
Munich
Berlin
Hamburg
Duesseldorf
CologneFrankfurt
Stuttgart
Rio de Janeiro
Istanbul
Mexico City
Geneva
Glasgow
Muscat
Bristol
Dubai
Amsterdam
Brussels
UtrechtLondon
Edinburgh
Aberdeen
Luxembourg
Antwerp
Paris
Leipzig
Lyon
Strasbourg
Madrid
Barcelona
Lisbon
Seville
Casablanca
Algiers
Rome
Milan
Zurich
Ljubljana
ViennaBratislava
Budapest
Zagreb
Sarajevo
Tirana
Belgrade
Sofia
Bucharest
Prague
Warsaw
Kyiv
Moscow
Shanghai
Beijing
Munich
Berlin
Hamburg
Duesseldorf
CologneFrankfurt
Stuttgart
Rio de Janeiro
Istanbul
Mexico City
Geneva
Glasgow
Muscat
Bristol
Dubai
Amsterdam
Brussels
UtrechtLondon
Edinburgh
Aberdeen
Luxembourg
Antwerp
Paris
Leipzig
Lyon
Strasbourg
Madrid
Barcelona
Lisbon
Seville
Casablanca
Algiers
Rome
Milan
Zurich
Ljubljana
ViennaBratislava
Budapest
Zagreb
Sarajevo
Tirana
Belgrade
Sofia
Bucharest
Prague
Warsaw
Kyiv
Moscow
Shanghai
Beijing
Munich
Berlin
Hamburg
Duesseldorf
CologneFrankfurt
Stuttgart
Rio de Janeiro
Istanbul
Mexico City
Geneva
Glasgow
Muscat
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Bristol
Dubai
Amsterdam
Brussels
UtrechtLondon
Edinburgh
Aberdeen
Luxembourg
Antwerp
Paris
Leipzig
Lyon
Strasbourg
Madrid
Barcelona
Lisbon
Seville
Casablanca
Algiers
Rome
Milan
Zurich
Ljubljana
ViennaBratislava
Budapest
Zagreb
Sarajevo
Tirana
Belgrade
Sofia
Bucharest
Prague
Warsaw
Kyiv
Moscow
Shanghai
Beijing
Munich
Berlin
Hamburg
Duesseldorf
CologneFrankfurt
Stuttgart
Rio de Janeiro
Istanbul
Mexico City
Geneva
Glasgow
Muscat
Bristol
Dubai
Amsterdam
Brussels
UtrechtLondon
Edinburgh
Aberdeen
Luxembourg
Antwerp
Paris
Leipzig
Lyon
Strasbourg
Madrid
Barcelona
Lisbon
Seville
Casablanca
Algiers
Rome
Milan
Zurich
Ljubljana
ViennaBratislava
Budapest
Zagreb
Sarajevo
Tirana
Belgrade
Sofia
Bucharest
Prague
Warsaw
Kyiv
Moscow
Shanghai
Beijing
Munich
Berlin
Hamburg
Duesseldorf
CologneFrankfurt
Stuttgart
Rio de Janeiro
Istanbul
Mexico City
Geneva
Glasgow
Muscat
Bristol
Dubai
Amsterdam
Brussels
UtrechtLondon
Edinburgh
Aberdeen
Luxembourg
Antwerp
Paris
Leipzig
Lyon
Strasbourg
Madrid
Barcelona
Lisbon
Seville
Casablanca
Algiers
Rome
Milan
Zurich
Ljubljana
ViennaBratislava
Budapest
Zagreb
Sarajevo
Tirana
Belgrade
Sofia
Bucharest
Prague
Warsaw
Kyiv
Moscow
Shanghai
Beijing
Munich
Berlin
Hamburg
Duesseldorf
CologneFrankfurt
Stuttgart
Rio de Janeiro
Istanbul
Mexico City
Geneva
Glasgow
Muscat
— Over 60 dedicated outsourcing contracts specialists located across 58 CMS offices, spanning 32 countries
— A European footprint unrivalled by any of our peers
— ‘Highly Commended’ by the European Outsourcing Association
— More than 10 lawyers recognised as ‘Leading Individuals’ across Europe, with our teams recommended by the leading legal directories in 15 countries
— A leading international dispute resolution team able to handle even the most complex outsourcing disputes
© C
MS
Lega
l Ser
vice
s EE
IG (M
ay 2
014)
CMS Legal Services EEIG (CMS EEIG) is a European Economic Interest Grouping that coordinates an organisation of independent law firms. CMS EEIG provides no client services. Such services are solely provided by CMS EEIG’s member firms in their respective jurisdictions. CMS EEIG and each of its member firms are separate and legally distinct entities, and no such entity has any authority to bind any other. CMS EEIG and each member firm are liable only for their own acts or omissions and not those of each other. The brand name “CMS” and the term “firm” are used to refer to some or all of the member firms or their offices.
CMS member firms are:CMS Adonnino Ascoli & Cavasola Scamoni, Associazione Professionale (Italy);CMS Albiñana & Suárez de Lezo S. L. P. (Spain);CMS Bureau Francis Lefebvre S. E. L. A. F. A. (France);CMS Cameron McKenna LLP (UK);CMS DeBacker SCRL / CVBA (Belgium);CMS Derks Star Busmann N. V. (The Netherlands);CMS von Erlach Poncet Ltd (Switzerland);CMS Hasche Sigle, Partnerschaft von Rechtsanwälten und Steuerberatern (Germany);CMS Reich-Rohrwig Hainz Rechtsanwälte GmbH (Austria) andCMS Rui Pena, Arnaut & Associados RL (Portugal).
CMS locations: Aberdeen, Algiers, Amsterdam, Antwerp, Barcelona, Beijing, Belgrade, Berlin, Bratislava, Bristol, Brussels, Bucharest, Budapest, Casablanca, Cologne, Dubai, Duesseldorf, Edinburgh, Frankfurt, Geneva, Glasgow, Hamburg, Istanbul, Kyiv, Leipzig, Lisbon, Ljubljana, London, Luxembourg, Lyon, Madrid, Mexico, Milan, Moscow, Munich, Muscat, Paris, Prague, Rio de Janeiro, Rome, Sarajevo, Seville, Shanghai, Sofia, Strasbourg, Stuttgart, Tirana, Utrecht, Vienna, Warsaw, Zagreb and Zurich.
www.cmslegal.com
1405-000025-3
