Contract Records

The Contract Owner is responsible for keeping a file (hardcopy and electronic) of relevant information about the opportunity.  The opportunity file contains the following:

 

Opportunity Report (at a minimum - online)

Any correspondence (may be online in Outlook or in an opportunity folder)

 

Record of key contacts (using a minutes of meeting form) either hardcopy or online.

 

Retain contact information if necessary using the form:  CMGT_FRM004 Contact Information