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PLAYBOOK TEMPLATES

Purchasing Terms and Conditions

Purchasing Terms and Conditions outline the baseline commercial and legal framework for buyers when acquiring goods or services. This playbook guides you through essential clauses like payment, delivery, and liability, ensuring consistent protection across suppliers.

Scope of Deliverables

Why This Matters: Clear scope prevents misunderstandings and scope creep, reducing the risk of non-performance or disputes over additional work.

Negotiation strategy

If you're the Buyer:

Ensure the scope is comprehensive and aligns with business objectives. Insist on detailed descriptions to avoid ambiguities.

If you're the Supplier:

Negotiate to include key deliverables and acceptance criteria. Be flexible but ensure clarity to prevent disputes.

Essential elements

1

Definition of Deliverables

Specifies goods/services to be provided.
2

Quality Standards

Sets standards for deliverables.
3

Changes to Scope

Requires written agreement for changes.

Action framework

ACCEPT

Propose edits if scope lacks detail or clarity.

EDIT

Reject if scope is vague or undefined.

ADD

Add language for detailed scope and standards.

PRO TIP

Always ensure the scope aligns with the project's business objectives to avoid future disputes.

Example clauses

FAVORABLE

Preferred Scope of Deliverables

"The Supplier shall provide the goods and/or services as specified in Exhibit A attached hereto (the 'Deliverables'). The Deliverables shall conform to the specifications, standards, and requirements set forth in this Agreement and any applicable purchase order."
NEUTRAL

Fallback Scope of Deliverables

"If the counterparty resists detailed scope, negotiate to include at least the key deliverables and acceptance criteria."
UNFAVORABLE

Vague Scope of Deliverables

"The Supplier will provide services as needed without specific deliverables outlined."

Fallbacks

High-Risk Projects

In high-risk projects, a detailed scope is crucial to manage expectations and mitigate potential risks.

Long-Term Contracts

For long-term contracts, ensure the scope includes provisions for periodic review and adjustment to remain relevant.

Complex Deliverables

In cases of complex deliverables, break down the scope into phases with clear milestones and acceptance criteria.
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