Complete Contract, Owner

The client accepts the services. For consultancy assignments or training modules, this includes the completion of a feedback form or approved worksheets. For larger consultancy projects, separate acceptance activities may be performed.

 

In any case, any acceptance issues are to be logged and resolved prior to completion of the acceptance. At a minimum every contract requires the following to be performed:

 

Confirm acceptance criteria

Review deliverables or test results against criteria

Obtain written acceptance confirmation (worksheets, milestone acceptance or feedback)

 

Following client acceptance, the following completion actions are performed:

 

Close the Project (according to the Project Quality Plan and Project Plan)

Handover Contract or Project File to Project Administrator where appropriate

Project File to Client where appropriate

Receive Invoices from Suppliers

Issue Invoice to Client  using Quickbooks Invoice Templates

Receive Payment from Client

Pay Supplier Final Invoice

Update employee or contractor  training records with summary of assignment

Assess Customer Satisfaction via post project review or follow-up phone call.

If a Project, the Project Close date is entered on the Project Log

 

• Written Client Acceptance of Services Obtained
• Final Invoice and Worksheets from Supplier Received
• Project Closed and File Archived
• Final Invoice(s) Issued to Client
• Final Invoice Payments from Client Received and Logged
• Record of Customer Satisfaction Assessment in Contract File

• Template Links
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• Milestone Acceptance Form
• CMGT_FRM002 Client Complaint
• PMGT_FRM011 Lessons Learned Forms (if necessary)

• Project Management Process (as required)
• Purchasing Process (as required)

Contract Management

• Reference 1
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