In order to keep the overview over our contracts and being able to consolidate them across different platforms, we are implementing the following contracting scheme.
How do we name and number the contracts?
We are following this pattern:
Location - Client Name - Opportunity - Type of Contract - Date [YYMMDD]
For example:
S-BASF-3-SOW-170626
Which means:
S
- Contract for ShanghaiBASF
- The client is BASF1
- Third contract with the clientSOW
- This is a SOW document170626
- It was signed on the 26 of June 2017
See below for more information on each item.
Numbering items
- Location
Acronym | Definition |
---|---|
S | Shanghai |
G | Global |
B | Berlin |
- Client Name
- Opportunity number
- Contract naming
Acronym | Definition |
---|---|
NDA | Non Disclosure agreement |
MSA | Master Service Agreement |
SOW | Statement of Work |
CO | Change Order |
- Date (date of signature of client) - Format
YYMMDD
Where do we add the contract number?
We need to have a contract number scheme on all related tools and documents:
- Wave - add in contract number field
- Google docs- contract number in footer
- Github issue - contract number in title