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​​Creating a contract management plan

A contract management plan or Outcome Agreement Management Plan tracks the management of the contract and the relationship with the provider.

Using a contract management plan that’s right-sized for your procurement is best practice. If you’re a mandated agency, you’re required to have contract management plans as part of the latest Government Procurement Rules. Templates are available to help you with this. 

Understanding your contract management responsibilities

Make sure you tailor your plan to the individual contract - the content and amount of detail will depend on the nature of the services, the clients and the contract.

The plan sets out:

  • who will be responsible for managing the delivery of the contract
  • the nature and extent of engagement with the supplier or provider
  • how issues and disputes will be resolved
  • potential risks, how they'll be mitigated and managed and by whom
  • a methodology and plan for evaluating the quality of delivery and the benefits achieved
  • key stakeholders (internal and external) and how these relationships will be managed
  • an exit strategy to be applied at the end of the contract.

If you are managing social services contracts, the Outcome Agreement Management Plan supports effective contract management.

Having a contract management plan ensures a smooth transition in case of a change in contract managers.

Templates

What to include in the plan

The plan is a living document - you should keep it updated throughout the contract.

If you decide you don't need a formal plan, we recommend you still complete and record the details below.

Administering the contract and managing the relationship

Include:

  • identification and contact details for each party’s contract/relationship manager
  • the contract/relationship managers’ key responsibilities
  • meeting requirements (chair, location and standard agenda items)
  • the process for agreeing and controlling variations and changes to the contract
  • a contract management risk plan.

Service delivery requirements

Include:

  • a timeline of key actions, deliverables, milestones and payment dates
  • the process for achieving and checking key deliverables
  • the quality and standards expected and their measuring process (such as KPIs)
  • monitoring and reporting requirements (frequency, type, content and distribution)
  • guidance on any agency policies or procedures that apply to the supplier (if appropriate).

Financial details

Include:

  • payment procedures and frequency
  • invoicing requirements (if not in the contract).
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