Form FBCE9 Business Partner Report

This document and its contents are confidential to Serco and not to be shared with third parties without the written consent of the Group Ethics Lead or Divisional Legal Lead

Business Partner Report – Q1 2017

This report provides an overview of the activity undertaken by [name of Business Partner] during the period from [dates covered by report] in relation to the Work pursuant to the Agreement between the Parties dated [date of Agreement].

[Provide copies of all emails, minutes of meetings, agreements entered into, and any other documents which tend to show the nature and extent of the services provided during the reporting period. These attachments should be referenced in the relevant summary tables below and logged in the communication log and meetings log as appropriate.]

The following activities have been undertaken in the reporting period

Commercial Activities Undertaken
Summary / Description / [Briefly describe the scope of work of the project for which you performed work, including details agreements signed, their dates of execution, value, etc. Below you should list by date the activity including meetings and communication you had with the client, Serco, or a third party regarding this contract]
Date / 20/01/2017
Activity / Email from client project manager to business partner
Date / 05/02/2017
Activity / Meeting with client project team and Serco Representative at client office
Prospects/Potential Future Development
Summary / Description / [Provide a brief description of the potential future project and the anticipated scope of work, including details about anticipated dates for tender, award, and contract duration]
Date / 20/01/2017
Activity / Email from client project manager to business partner
Date / 05/02/2017
Activity / Meeting with client project team and Serco Representative at client office
Any other business
Summary / Description / [Provide a brief description of the potential future project and the anticipated scope of work, including details about anticipated dates for tender, award, and contract duration]
Date / 20/01/2017
Activity / Email from client project manager to business partner
Date / 05/02/2017
Activity / Meeting with client project team and Serco Representative at client office
1
Communication Log / Type of Communication (email, phone, etc.)
Date
From
To
RE:
1
Meetings Log / Type of Meeting
(in person, telecon, etc.)
Date
Location
Time/Duration
List of Participants / [Identify individuals who are government officials or employees of state-owned companies by placing “*” next to their name.]
Subject Discussed

For [third business partner]

Date Select date / Name
Signed / Title

Completed form FBCE9 and supporting documents to be to be returned to the Serco representative.

SMS GSOP-BC2-3 Third Party Legal & Ethical Compliance Due Diligence – December 2016 – Page 2 of 2 - Serco Internal