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Operational Level Agreement Template for United States

An Operational Level Agreement (OLA) is a formal agreement document used in the United States that defines the relationship between internal support groups within an organization. It outlines specific operational targets, responsibilities, and performance metrics between departments or functional teams. The document is governed by U.S. federal and state laws, including data protection regulations, industry-specific compliance requirements, and general contract law principles.

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What is a Operational Level Agreement?

The Operational Level Agreement serves as a critical internal contract document that supports Service Level Agreements (SLAs) by defining how different departments within an organization will work together to deliver services. Used primarily in the United States, this document establishes clear performance metrics, responsibilities, and operational procedures between internal support groups. The OLA is essential for organizations seeking to maintain consistent service quality, ensure regulatory compliance, and establish clear accountability across different functional areas.

What sections should be included in a Operational Level Agreement?

1. Parties: Identification of all parties involved in the OLA, including their legal names and roles

2. Background: Context of the agreement and relationship between parties

3. Definitions: Clear definitions of technical terms and key concepts used in the agreement

4. Service Description: Detailed description of services to be provided between departments/teams

5. Performance Metrics: Specific, measurable targets and KPIs

6. Roles and Responsibilities: Clear delineation of each party's duties and obligations

7. Operating Hours: Service windows and availability commitments

8. Escalation Procedures: Process for handling issues and incidents

What sections are optional to include in a Operational Level Agreement?

1. Security Requirements: Specific security protocols and compliance requirements when handling sensitive data or systems

2. Disaster Recovery: Procedures for business continuity, required for critical services or high-availability requirements

3. Training Requirements: Specific training needs for staff when specialized skills or certifications are required

4. Change Management: Procedures for implementing changes when frequent system or process changes are expected

What schedules should be included in a Operational Level Agreement?

1. Schedule 1 - Service Level Targets: Detailed metrics and performance targets

2. Schedule 2 - Technical Specifications: Detailed technical requirements and configurations

3. Schedule 3 - Contact Matrix: List of key contacts and escalation paths

4. Schedule 4 - Reporting Templates: Standard formats for performance reporting

5. Schedule 5 - Process Workflows: Detailed operational procedures and workflows

6. Schedule 6 - Compliance Requirements: Specific regulatory or industry standard requirements

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

United States

Publisher

Genie AI

Cost

Free to use

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