Management Information and Reporting Clause Samples
The Management Information and Reporting clause establishes the requirements for sharing relevant data and updates between parties during the course of an agreement. Typically, this clause outlines the types of information to be provided, the frequency of reporting, and the format or method of delivery—such as monthly performance summaries, financial statements, or compliance updates. Its core function is to ensure transparency and accountability, enabling both parties to monitor progress, assess performance, and make informed decisions throughout the contractual relationship.
Management Information and Reporting. 9.1 Each month, Support Services will provide the following reporting;
9.1.1 A list of all named Users
9.1.2 Any exceptions on system usage or performance that require local review.
Management Information and Reporting. 4.1 DECC will manage the Contract. An internal agreement will be put in place between DECC and DCLG to ensure EPBD interests are fully represented.
4.2 We would expect the Contractor to appoint a single point of contact for DECC. This point of contact will need to provide a name, telephone number and e-mail address as a minimum. For urgent information, or for Freedom of Information Requests, this nominated person will be directly responsible on behalf of the Contractor for ensuring deadlines are met and all legal requirements are complied with.
4.3 DECC will hold a quarterly meeting to discuss performance over the previous 3 months and demand projections for the next quarter. The Contractor will be expected to submit a quarterly report to DECC ahead of these meetings summarising performance in the previous quarter, the contents and format of this report will be agreed with DECC.
4.4 The Contractor will attend an annual performance meeting to discuss the previous year and the year ahead. This might also include the Contractor producing a short business plan for the year ahead to be approved by DECC (who will consult with other Government Departments).
4.5 The Contractor will be responsible for the collection and presentation of data to satisfy DECC & DCLG’s reporting objectives. This information will need to be supplied to DECC, and may need to be supplied to wider Government and the Devolved Administrations, and other referral partners.
4.6 For the EPBD functions, the Contractor will be required to submit an annual report covering all the tasks set out in the specification and with a particular focus on compliance with the EPBD operating requirements for accreditation schemes, actions taken as a result of weekly reports from accreditation schemes and working with auditors for the purpose of quality assurance, in line with the outputs in the specification.
4.7 Below are examples of management reports which could be requested, however this is not an exhaustive list. The exact level of management information required will be established during the set-up phase in consultation with DECC & DCLG. The type of reports required will centre on service efficiency, customer satisfaction, and management information. • Efficiency reports (including total Advisers, Installers, Providers registered, average waiting time during registration etc.) will be required at regular intervals • Breakdown of monitoring undertaken (including number of site visits, total ex post site ...
Management Information and Reporting. The Supplier shall provide to Contracting Authorities, a monthly report which includes, as a minimum: Spend by Contracting Authority Spend through SME’s Performance against KPI’s / SLA’s Savings Any information received from Users about the level of service provided Any complaints, issues or suggestions for improvement and any corresponding actions being taken or recommendations for action.
Management Information and Reporting. 4.7.1. The Supplier shall inform the Contracting Authorities via the monthly report of all instances where vouchers / gift cards have been issued incorrectly for any reason; what the remedies were; how long it took to correct matters, and what the effect was on the recipient.
4.7.2. The Supplier shall provide a monthly report which includes, as a minimum: Total monthly spend; Number of vouchers / gift cards issued by recipient name; Number of vouchers / gift cards issued by retail outlet; Confirmation that recipients are receiving the correct payment on the dates specified by ordering officers; Any information received from recipients about the level of service provided; and Any complaints, issues or suggestions for improvement and any corresponding actions being taken or recommendations for action.
4.7.3. The Supplier shall provide to CSEP and the Contracting Authorities tailored Management Information to an agreed frequency of delivery which should include the above information and any additional information where requested.
4.7.4. The Supplier shall provide to the Authority, CSEP and Contracting Authorities any Freedom of Information Act (FoIA) information that the Supplier holds within mutually agreed timescales.
Management Information and Reporting. 13.1. The supplier must provide HMRC with dedicated account management as well as the requirements specified at 14.2, 14.3, 14.4 and 14.5 of this document.
13.2. The supplier must provide the Management Information Data as requested in Annex B.
13.3. The supplier must provide admin support for sign up process e.g. processing applications, ID, proof of qualifications and eligibility criteria.
13.4. The supplier must adhere to review meetings approach agreed with HMRC, at a minimum this is expected to be quarterly.
13.5. The supplier must provide an overview of each apprentice’s progress to apprentice’s Line Manager and the Data Scientist Apprenticeship Lead following the completion of each module.
Management Information and Reporting. 6.1 The Supplier must inform the Buyer’s contract monitor of any delay or cancellation of a Service Request within two (2) working days.
6.2 The Supplier must provide the Buyer with a report of all tests completed in respect to each SR, by email, no later than two (2) days following the conclusion of a SR.
6.3 The Supplier must provide the Buyer with a monthly report as per requirement 5.3.10.
Management Information and Reporting. 4.1. The following management reports are required to be sent to the DWP Project Manager: Project Delivery Report To provide an update of deployment against agreed planned milestones Weekly Video Call Volumetrics: - To include: • Volumes • Call durations • Number of participants, based on devices connected (on each call) • Calls failed due to technology • Calls failed due to bandwidth failure • Calls scheduled but not at- tended by citizen • Calls scheduled but not opened by host. • Calls abandoned by one party To provide reliable, auditable call volumetrics to support billing and performance management Monthly Build quality report Review of solution build & performance against requirements Weekly until full deployment to Live Service and then monthly Service Availability summary Summary of system availability Weekly Fix Times summary Summary of incidents raised over the period and (where relevant) duration of fix times Weekly Security incidents report Summary of Security breaches (including of severity, data / system involved), time taken to resolve Within 2 Hours Budget report Update on spend (including earmarked spend) against plan. Weekly
Management Information and Reporting. The Contracting Authorities shall:
4.5.1. Provide to the Supplier by a date specified by the Contracting Authorities following the month in which the salary has been paid, notification of Payroll Giving deductions from the Contracting Authority’s payroll.
4.5.2. Provide the notification of Payroll Giving deductions by encrypted data upload, using the Government Gateway. The Supplier shall accept the notification in this format and potentially others as listed below: ‘Soft Copy’ electronic format provided by email ‘Hard Copy’ document. The Supplier shall provide:
4.5.3. A monthly report which includes, as a minimum: Total funds received in arrears; Time taken to distribute funds; Details of any issues there have been regarding the distribution of funds; Details of any donations that have not been distributed and the reasons; Any information received from Users about the level of service provided; Any complaints, issues or suggestions for improvement and any corresponding actions being taken or recommendations for action.
4.5.4. Suppliers shall provide to Contracting Authorities at no additional cost a quarterly report of the top 20 charities supported via Payroll Giving and totals for each.
Management Information and Reporting. 4.4.1. The Supplier shall provide Contracting Authorities with Management Information for which it can measure usage against its investment.
4.4.2. The Supplier shall provide to Contracting Authorities, a monthly report which includes, as a minimum: Number of Users registered; Number of Users that have placed an order; Total monthly spend; Spend per User; Any information received from Users about the level of service provided; Any complaints, issues or suggestions for improvement and any corresponding actions being taken or recommendations for action.
4.4.3. The Supplier shall provide to CSEP and the Contracting Authorities tailored Management Information to an agreed frequency of delivery which should include the above information and any additional information where requested.
4.4.4. The Supplier shall provide to the Authority, CSEP and Contracting authorities any Freedom of Information Act (FoIA) information that the Supplier holds within mutually agreed timescales.
Management Information and Reporting. 7.1.6.1 collection, storage of data and reporting, relating to provision of the Services and provision of Management Information to the Customer;
7.1.6.2 access to self service reporting to provide a real time view of the SOW Delivery landscape across the Customer;
7.1.6.3 monitor the performance and compliance of the Service Provider in their delivery of the Services.