• Project Works - Initial Offer Review

    This form must be completed immediately following verbal confirmation or award of works, and before OTS commits resources or accepts contract conditions. The purpose of this review is to identify any commercial, operational, contractual, compliance or project risk matters requiring approval or escalation before proceeding.

  • Section 1: Project Details

  • Date of Verbal Confirmation / Award*
     - -
  • Proposed Start Date *
     - -
  • Is there a Client-Required completion date?*
  • Client-Required Date*
     - -

  • Section 2: Commercial Review

  • Payment Terms*
  • Are these payment terms acceptable?*
  • Defects Liability Period required?*

  • Section 3: Contractual / Compliance Review

  • Are there any director liabilities, personal guarantees or unusual contractual risks?*
  • Are there any insurance requirements outside standard OTS coverage?*

  • Section 4: Subcontractor Review

  • Will subcontractors be required?*

  • Section 5: Operational Review

  • Main resource requirements*

  • Section 6: Risk Review

  • Are the works within OTS’s normal scope of services?*
  • Are any high-risk works expected or potentially involved?*
  • High-risk work types identified*

  • Section 7: Initial Recommendation

  • Please enter your email below to ensure you get a copy of this form on completion.

  • Submitter’s Initial Recommendation*
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