Phase 3: Commercial & Contracting
Phase goal: Align commercial, legal, and procurement so the delivery team can kick off without contract or access blockers.
Activities
Section titled “Activities”- Proposal & pricing — fixed-fee, Time and Materials (T&M), retainer, or hybrid per phase; includes optional managed operations.
- Statement of Work (SOW) — scope, deliverables, milestones, acceptance criteria, assumptions, change control.
- Technical appendix — references assessment report, Architecture Decision Record (ADR), and artifacts catalog.
- Legal & procurement — Master Service Agreement (MSA), Non-Disclosure Agreement (NDA), Data Processing Agreement (DPA), insurance policy, Google Cloud Platform (GCP)/partner vendor registration if relevant.
- Client internal approval — budget, vendor security review, and invoice/Purchase Order (PO) contact.
Typical Statement of Work (SOW) sections
Section titled “Typical Statement of Work (SOW) sections”| Section | Example contents |
|---|---|
| Scope | Landing zone, Development, Security, and Operations (DevSecOps) pipeline, hardening, specific applications |
| Out of scope | 24×7 operations outside package, third-party licenses |
| Deliverables | Document list, code, infrastructure as code, runbooks |
| Milestone & payment | Tied to phase or sprint review |
| Service Level Agreement (SLA) for communication | Escalation response — see Communication |
| Change request | Scope change process and cost/time impact |
| Intellectual property & licenses | Code ownership, Infrastructure as Code (IaC), open source licenses |
| Confidentiality | Data, environments, and production access |
- Client: Procurement, legal, budget sponsor, security vendor assessment
- PT CPI: Engagement lead, delivery manager, legal/commercial support
Exit criteria
Section titled “Exit criteria”- Statement of Work (SOW) / Purchase Order (PO) signed or purchase order issued
- Invoice contact and project code agreed
- Kickoff schedule (Phase 4) confirmed
Typical duration
Section titled “Typical duration”2–8 weeks — highly dependent on enterprise procurement cycles.
Next: Engagement checklist then Phase 4: Kickoff