supporting your business - cms · 2016. 1. 14. · outsourcing on other operations — advice on...

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 anne-laure.villedieu@cms-bfl.com

BULGARIADavid ButtsInternational Manager, SofiaT +359 2 921 99 48E david.butts@cms-cmck.com

BELGIUMTom HeremansPartner, BrusselsT +32 2 743 69 73E tom.heremans@cms-db.com

THE NETHERLANDSHendrik StruikPartner, AmsterdamT +31 30 2121 726E hendrik.struik@cms-dsb.com

AUSTRIAJohannes JuranekPartner, ViennaT +43 1 40443 2450 E johannes.juranek@cms-rrh.com

CZECH REPUBLICTomas MatejovskyPartner, PragueT + 420 2 210 98 852E tomas.matejovsky@cms-cmck.com

FRANCEAntoine GendreauPartner, ParisT +33 1 47 38 56 49E antoine.gendreau@cms-bfl.com

GERMANYChristian RuntePartner, MunichT +49 8923807304 E christian.runte@cms-hs.com

Sebastian CordingPartner, HamburgT +49 4037630225 E sebastian.cording@cms-hs.com

Axel FunkPartner, StuttgartT +49 7119764335 E axel.funk@cms-hs.com

Markus HäuserPartner, MunichT +49 8923807177 E markus.haeuser@cms-hs.com

Philipp LotzePartner, HamburgT +49 4037630 222 E philipp.lotze@cms-hs.com

ITALYPaolo ScarduelliPartner, MilanT +39 02 48011171E paolo.scarduelli@cms-aacs.com

Italo de FeoPartner, RomeT + 39 06 47815607E italo.defeo@cms-aacs.com

Wouter SeinenSenior Associate, AmsterdamT +31 30 2121 191 E wouter.seinen@cms-dsb.com

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POLANDTomasz KoryzmaPartner, WarsawT +48 22 520 8479E tomasz.koryzma@cms-cmck.com

Sarah HansonPartner, LondonT +44 20 7367 2597 E sarah.hanson@cms-cmck.com

PORTUGALLuis Abreu CoutinhoPartner, LisbonT + 351 21 095 81 56E luis.coutinho@cms-rpa.com

SWITZERLANDRobert BrinerPartner, ZurichT +41 44 285 13 37 E robert.briner@cms-vep.com

Alain RaemyPartner, ZurichT +41 44 285 11 11 E alan.raemy@cms-vep.com

UNITED KINGDOMIan StevensPartner, LondonT +44 20 7367 2597 E ian.stevens@cms-cmck.com

Juan CrosbyPartner, LondonT +44 20 7367 2472 E juan.crosby@cms-cmck.com

John ArmstrongPartner, LondonT +44 20 7367 2701 E john.armstrong@cms-cmck.com

Emma BurnettPartner, LondonT +44 20 7367 3565 E emma.burnett@cms-cmck.comSLOVAKIA

Jan AzudJunior Partner, BratislavaT +421 2 3233 3431E jan.azud@rc-cms.sk

Alan NelsonPartner, GlasgowT +44 141 304 6006 E alan.nelson@cms-cmck.com

Laurence WardPartner, GlasgowT +44 141 304 6031 E laurence.ward@cms-cmck.com

SPAINJavier Torre de Silva y López de LetonaPartner, MadridT +34 91 451 93 21E javier.torredesilva@cms-asl.com

UKRAINEOlexander MartinenkoPartner, KyivT +380 44 391 3 704 E olexander.martinenko@cms-cmck.com

RUSSIALeonid ZubarevPartner, RussiaT +7 495 786 30 85E leonid.zubarev@cmslegal.ru

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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

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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

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