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CONTRACT SYNOPSIS
It is the responsibility of the Proposal Manager and Sales Lead to hand over all
proposal data and the contract to the Project Manager (ideally the Proposal
Manager and the Project Manager are the same person, especially for large
pursuits). The Project Manager is then responsible for ensuring that their Project
Team and Support Services execute according to the agreed upon contract and
also to ensure that the data is gathered from all appropriate sources and that
these sources commit to accountability for the accuracy and completeness of this
information.
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CONTRACT SYNOPSIS
In such instances the project team should be provided with copies of the Letter
of Intent and the draft contract document. Elements of the contract which are still
under negotiation must be highlighted.
It remains the responsibility of the Proposal Manager and Sales Lead to formally
handover the signed contract document on completion of all post tender
negotiations.
HANDOVER MEETING
The Contract Handover Meeting will be chaired by the Proposal Manager and
Sales Lead. The duration of the meeting will depend on factors such as:
Scale of award
Contract complexity
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CONTRACT SYNOPSIS
Attendees will be jointly agreed between the Proposal Manager, Sales Lead and
the Project Manager and will always include functional support services
representatives where appropriate, i.e. Engineering, O&M, Finance, Project
Controls, Contracts, Estimating, Proposals, HR, P&M, HSEQ and Payroll.
All items of the Contract Handover Form will be considered during the meeting
with those deemed inapplicable, identified as so.
All Handover Meetings will include details of those items removed from the bid
during the clarification/negotiation phase to ensure that these are not revisited
needlessly during project execution.
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CONTRACT SYNOPSIS
1.
HANDOVER CO-ORDINATOR
Prepared by
2.
Position
Client
Contract Title
Contract Number
Contracting Entity
Annual Revenue
Project Location
Start Date
Duration
End Date
Options
3.
PROJECT SUMMARY
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CONTRACT SYNOPSIS
Contract Description
(e.g. Engineering, ISC, O&M)
4.
CUSTOMER PROFILE
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CONTRACT SYNOPSIS
Customer Drivers
Win Strategy
(e.g. Customer likes / dislikes in
bid)
5.
SAP PROFILE
The designated Project Accountant will have full responsibility for
managing the set-up of the Project in SAP.
This will be strictly in accordance with the Checklist Template attached to
this form and will be signed off as indicated to verify accuracy and
accountability.
The Project Accountant will issue e-mail confirmation to the Project Team
confirming completion of the SAP set-up exercise prior to project
commencement.
6.
COMMERCIAL SUMMARY
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CONTRACT SYNOPSIS
7.
Governing Law
Indemnity Regime
Limitation of Liability
Insurance Requirements
Liquidated Damages
Warranty Period
Audit Period
Performance Guarantee
(amount and validity)
Parent Company Guarantee
Form 16-01 Handover for Contract
August 2004
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CONTRACT SYNOPSIS
EXECUTION TEAM
9.
HSE REQUIREMENTS
10.
QBE REQUIREMENTS
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CONTRACT SYNOPSIS
11.
DOCUMENTATION INFORMATION
Original
Legal
Copy 1
Assignment Manager
Copy 2
Contracts
Copy 3
Finance
Copy 4
Copy 5
12.
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CONTRACT SYNOPSIS
13.
HANDOVER COMPLETION
Proposal Manager:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
Sales Lead:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
Manager of Proposals:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
Project Manager:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
Contracts Rep.:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
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CONTRACT SYNOPSIS
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
HR Rep.:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
P&M Rep.:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
HSEQ Rep.:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
Finance Rep.:
_____________________________________
Signature:
_____________________________________
Date:
_____________________________________
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