Appendix A Prefix and template name Description Location of reference in guide C1: Value risk segmentation tool Provides guidance in segmenting a contract based on value and risk, guiding the allocation of finite resources to support the realisation of value for Territory in the contract management phase of the procurement lifecycle. 5.3 - Classify contract based on value and risk C2: Contract management plan - basic Provides a brief summary of key information for managing low risk contracts. 5.4 - Contract management plan C3: Contract management plan - detailed Assists in defining and planning in detail key activities and responsibilities for managing higher risk, higher value contracts. 5.4 - Contract management plan C4: Contract kick-off meeting Provides guidance for facilitating a contract kick-off meeting. 5.8 - Conduct kick-off meeting C5: Contract performance review meeting Provides guidance in preparing, facilitating and documenting a contract performance review meeting. 6.12 - Manage performance C6: Contract extension review - basic Provides guidance to contract managers in undertaking a value for Territory assessment to determine the appropriateness of extending a low-risk contract. 6.2.4 - Contract extensions and renewals C7: Contract extension review - detailed Provides guidance to contract managers in undertaking a detailed value for Territory assessment to determine the appropriateness of extending a high risk contract. 6.2.4 - Contract extensions and renewals C8: Close-out checklist Provides guidance on the type of activities that need to be completed on closing-out a contract. 7.3 - Finalise contract C9: Contract lessons learned Assists in documenting the lessons learned throughout the contract lifecycle. 7.4 - Capture lessons learned C10: Contractor performance report Assists in documenting contractor performance. 7.5 - Final performance review
Appendix B R = Responsible (blue) A = Accountable (orange) C = Consulted (green) I = Informed (informed) Step Activities Project officer Contract owner Contract manager Contract administrator Contractor Key users Establish the contract Hand-over of contract information Contract hand-over to the appointed contract manager A/R C I I Establish a contract management plan Classify contract based on value and risk R I A Confirm contract management roles A R I I Finalise contract management plan R I A C C Set up information management structure I A/R Conduct kick-off meeting C C A/R I C C Manage the contract Manage contract performance Establish key performance indicators (KPIs) Review performance measures Monitor performance Manage performance I A/R C C Undertake contract administration Records management Financial administration Risk management Contract extension, renewal or variation R C A/R C C/I Manage the relationship Establish and maintain effective working relationships A R C C Close-out the contract Final performance review Conduct final performance review of contractor performance A R C C Contract close-out or transition Manage issues and defects Manage transition Finalise contract A R I I Capture lessons learned Facilitate discussion to capture the lessons learned throughout the contract lifecycle C C A/R C C C