Contract Briefing Template

Date: Issue No:# Issue Type:

Contract Outline

Goals of Customer (summarise the outcomes sought from this deal)

1.

2.

3.

Goals of Supplier (summarise the outcomes sought from this deal)

1.

2.

3.

Scope – (what is in, anything specific that is out (but could be a source of confusion)):

Beneficiaries (ie who is eligible to participate)

1.

2.

3.

Performance measures / KPIs (including any specific obligations re: on-going price reductions, performance
improvements):

1.

2.

3.

Blank template ©IACCM 2015 V1.0 062015 In collaboration with DPSS

Consequences of non-performance (in particular areas such as LDs)

1.

2.

3.

Change procedures (and major sources of anticipated change)

Review, reporting, communication procedures (internal and external)

Responsibilities of Customer

Responsibility Contract Clause Lead on this Date to be

Number/Page issue performed
e.g. approve 1.3, page 2 Project 1 August 2011
design report Manager

Responsibilities of Supplier

Responsibility Contract Clause Lead on this Date to be

Number/Page issue performed

Active Terms

Responsibility Contract Clause Lead on this Date to be

Number/Page issue performed

Blank template ©IACCM 2015 V1.0 062015 In collaboration with DPSS

Milestones

Responsibility Contract Clause Lead on this Date to be

Number/Page issue performed

Time-bound activities and responsibilities

Responsibility Contract Clause Lead on this Date to be

Number/Page issue performed

Risks (noted during bid and negotiation phase)

Risk Mitigation/management/allocation assumed

when contract signed

Opportunities noted during bid and negotiation phase

Opportunity Who Will Follow Up Next Action When

e.g. Customer Project Manager Scope the September 2011
mentioned the opportunity, by
need to extend speaking to client
their network in Project Manager
the summer of
2012

Useful information discovered concerning customer/supplier (delete as appropriate) organisation and

personalities, relevant to managing the contract:

1.

2.

3.

Governance Requirements

Requirement Reference Who When

Steering Contract clause 4.9, The MD’s, Project Monthly, starting
Committee page 49 Managers and August 2011
Account Director

Blank template ©IACCM 2015 V1.0 062015 In collaboration with DPSS

Other relevant information we already obtained that will help with interpretation of the contract (e.g. Legal advice
taken on key points):

1.

2.

3.

Subcontract key details

Subcontractor Scope Contract signed Next Action Who

yet?

Blank template ©IACCM 2015 V1.0 062015 In collaboration with DPSS