CONTRACTOR TRANSITION PLAN CONTRACTOR TRANSITION PLAN COMPANY NAME Street Address City, State and Zip webaddress.com TITLE: [ Insert Contract Title ] NUMBER: [ Insert Contract Number ] CONTRACT AUTHORITY / CUSTOMER: [ Insert Authority Name ] Version 0.0.0 00/00/0000

VERSION HISTORY
VERSION	APPROVED BY	REVISION DATE	DESCRIPTION OF CHANGE	AUTHOR

PREPARED BY	TITLE	DATE
APPROVED BY	TITLE	DATE

CONTRACTOR TRANSITION PLAN TABLE OF CONTENTS

OVERVIEW	3

OBJECTIVES	3

CONTRACT DETAILS	3

TRANSITION TEAM	4

TRANSITION TASKS, ACTIVITIES, AND SCHEDULE	5

RISKS	6

ISSUES	7

COMMUNICATION PLAN	7

PROPERTY TRANSFER / ACCESS	7

KNOWLEDGE / INFORMATION TRANSFER	7

TRANSITION APPROVAL	7

OVERVIEW

Provide purpose of transition plan and plan’s objectives. Include contract overview and transition time frame.

objectives

contract details

NEW CONTRACT

CONTRACT NUMBER
CONTRACT TITLE
INCOMING CONTRACTOR
CONTRACT START DATE

EXPIRING CONTRACT

CONTRACT NUMBER
CONTRACT TITLE
OUTGOING CONTRACTOR
CONTRACT EXPIRY DATE

TRANSITION TEAM

Identify key members of transition team, detailing roles, responsibilities, and organizational involvement, i.e., public authority, incoming or outgoing contractor, etc.

NAME AND TITLE	ROLE AND RESPONSIBILITIES	ORGANIZATION

TRANSITION TASKS, ACTIVITIES, AND SCHEDULE

ACTIVITY / TASK	START DATE	FINISH DATE	TO BE ACTIONED BY

RISKS

RISK	MITIGATION STRATEGY

ISSUES

ISSUE	MITIGATION STRATEGY

COMMUNICATION PLAN

STAKEHOLDER	CONTACT INFORMATION	METHOD	FREQUENCY	PURPOSE

PROPERTY TRANSFER / ACCESS

Provide details regarding what equipment, records, and assets will be transferred and the method of transfer. Include transition process for transfer of access to physical site and / or IT access and any security measures taken.

knowledge / information transfer

Transfer methods should be detailed, along with any necessary training.

transition approval

Provide details of any requirements of the finalized handover and / or acceptance of the transition, including functionality of deliverables, agreements, approval processes, and formal acceptance.

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