Anatomy of an SOW: Special issues in drafting Statements of Work in technology transactions

Mia Rendar
Mia Rendar
Pillsbury Winthrop Shaw Pittman LLP

Mia Rendar is a thoughtful technology and business process transactions advisor who focuses a substantial portion of her practice on technology and outsourcing engagements.

Gabby Regard
Gabby Regard
Pillsbury Winthrop Shaw Pittman LLP

Gabby Regard advises clients on a range of technology and outsourcing engagements.

On-Demand: July 17, 2024

Anatomy of an SOW: Special issues in drafting Statements of Work in technology transactions

$195.00 2 hour CLE

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Program Summary

This CLE presentation will provide an in-depth exploration of drafting and negotiating Statements of Work (SOWs) in technology transactions, with a special focus on statements of work that cover AI services. The first portion of the presentation will cover essential components and best practices for SOWs, including distinguishing elements that belong in the Master Service Agreement (MSA) versus the SOW, defining service levels, and properly drafting service descriptions. The second half will address unique considerations for crafting SOWs that cover AI services, with a primer on the issues inherent in AI use, and emphasizing the importance of training, intellectual property issues, and maintaining transparency and traceability. By the end of the session, attendees will have a base understanding of how to craft precise, actionable, and legally sound SOWs that effectively incorporate both traditional technology services and cutting-edge AI applications.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Fundamentals of SOWs in tech transactions
  • Detailed structure and components of SOWs
  • AI services in SOWs

Closed-captioning available

Speakers

Mia Rendar_Pillsbury Winthrop Shaw Pittman LLP_FedBarMia Rendar | Pillsbury Winthrop Shaw Pittman LLP

Mia Rendar is a thoughtful technology and business process transactions advisor who focuses a substantial portion of her practice on technology and outsourcing engagements.

With in-depth experience negotiating SaaS deals, cryptocurrency platform implementation, and integration of artificial intelligence technologies, Mia has had the opportunity to support global leaders in the finance, retail, startup and health care sectors. She has also advised clients on multinational IT and business processes, facilities management and managed network services, logistics and fulfillment deals, systems integration, and software licensing arrangements.

Mia is a key member of Pillsbury’s cloud team and supports clients as they enter into contracts with major cloud providers, plan strategic cloud migrations and go to market with cloud-based products. Mia has advised global companies moving to cloud-based critical services, as well as technology-focused clients engaging with cloud providers on migrating on-premise service offerings to cloud-based solutions. She has also helped first-time cloud users scope financial commitments and migration goals across multiple cloud providers. With her extensive experience in cloud technology, Mia provides critical guidance to her clients, ensuring successful cloud initiatives that meet their business goals.

 

Gabby Regard | Pillsbury Winthrop Shaw Pittman LLP

Gabby Regard advises clients on a range of technology and outsourcing engagements.

With a focus on strategic outsourcings and complex services arrangements, Gabby assists clients in navigating the full lifecycle of transactions, from initial structuring to post-contract management. Her practice encompasses a wide range of agreements, including information technology (IT) and business process outsourcing (BPO) transactions, transition of services, software-as-a-service (SaaS), software licensing, payments transactions and branding agreements.

Agenda

I. Fundamentals of SOWs in tech transactions | 2:00pm – 2:40pm

  • Differentiating between MSA and SOW contents
  • Crafting clear and actionable service descriptions
  • Addressing performance indicators, service levels, updates, and professional services

II. Detailed structure and components of SOWs (part I) | 2:40pm – 3:00pm

  • Overall Structure: Scope, transition, solution implementation, personnel, pricing

Break | 3:00pm – 3:10pm

III. Detailed structure and components of SOWs (part II) | 3:10pm – 3:30pm

  • Specificity in scope and responsibilities
  • Renewal rights and managing updates/upgrades

IV. AI services in SOWs | 3:30pm – 4:10pm

  • Describing AI services effectively
  • Training and education for AI use
  • Intellectual property, transparency, and reporting obligations