Contracting Process

Typically the Account Manager or PM reaches out to the client, thanks them for selecting us, and ask them what next steps are for contracting. You introduce our contracting person (Kate) to their contracting person, and they get all of the paperwork together, complete with agreed upon scope of work. If there are any needed adjustments to scope schedule or budget based on your conversation with the client now that they have selected us, the contracts people will need to have the updated information. This is a good opportunity to clarify things in the proposal and make sure that the client is on the same page as we are as far as what they can expect for the agreed upon dollar amount and timeframe.

Once Kate gets a contract from the clients contract office, she will review and double check with the PM that the scope, schedule and budget is correct. Once she has your approval, she sends to Faith for signature. Then they sign, and then we have the notice to proceed.