Services Sourcing and Engagement

Entity summary

Name	data_object	Description
Services Engagements	services_engagements	The active firm-level engagement that executes a statement of work: the spine milestones, deliverables, and invoices bind to, carrying the supplier, the contract reference, and the engagement-scoped scorecard. One supplier can hold several distinct engagements.
Services Proposals	services_proposals	Bids and proposals a firm submits against a specific statement of work, capturing the proposed scope, approach, and price for evaluation. Optional because some buyers run a SOW off a pre-awarded master agreement without a bid round.
SOW Change Orders	sow_change_orders	Amendments to an active statement of work that revise scope, schedule, deliverables, or price, tracked through approval so the SOW stays current. Optional because not every engagement amends.
Statements of Work	statements_of_work	The buyer-side statement of work that scopes outsourced services a firm will deliver: the deliverables, the schedule, the price basis, and the acceptance terms. The headline document the whole engagement hangs off, distinct from the underlying contract that governs it.
Contracts	legal_contracts	Contracts with counterparties or suppliers, covering type, value, key dates, governing law, and lifecycle from draft to terminated.
Rate Cards	rate_cards	Pre-agreed bill rates by role, geography, and supplier tier, driving consistent work-order pricing and accounts-payable matching.
Suppliers	suppliers	Vendor master records, holding legal name, tax id, addresses, payment terms, contacts, currency, status, and risk profile.

flowchart TD
  classDef master fill:#d4f4dd,stroke:#27ae60,color:#0b3d20;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  classDef platform_builtin fill:#e0e0e0,stroke:#424242,color:#1a1a1a;
  statements_of_work["Statements of Work"]
  services_engagements["Services Engagements"]
  services_proposals["Services Proposals"]
  sow_change_orders["SOW Change Orders"]
  suppliers["Suppliers"]
  legal_contracts["Contracts"]
  rate_cards["Rate Cards"]
  users["Users"]
  users -->|"owns"| legal_contracts
  users -->|"approved"| legal_contracts
  users -->|"drafted"| legal_contracts
  users -->|"approves"| rate_cards
  users -->|"owns"| suppliers
  class statements_of_work master;
  class services_engagements master;
  class services_proposals master;
  class sow_change_orders master;
  class suppliers consumer;
  class legal_contracts consumer;
  class rate_cards consumer;
  class users platform_builtin;
  style services_proposals stroke-dasharray:5 5;
  style sow_change_orders stroke-dasharray:5 5;
  style suppliers stroke-dasharray:5 5;
  style legal_contracts stroke-dasharray:5 5;
  style rate_cards stroke-dasharray:5 5;