MODULE 2 – EVALUATION & PRACTICAL

Name: ___________________________________ PC#: _______ Employee ID #: _______________

EVALUATION & PRACTICAL 2

EVALUATION High Avg Low
& FEEDBACK How would you rate the overall module? 4 3 2 1 0
Amount of information you gained useful to
4 3 2 1 0
improving your project management practice?
Approximate time in hours to complete module? Hrs.
Suggestions to Improve Module:

Indicate below whether you can personally operate:

KNOW
YOUR TOOLS PSIQEST Yes No

If you answered no to the above, arrange a 15 minute demonstration with your

operations PSIQEST admin to have them demonstrate the process of setting
up your next project.

Obtain a copy of PSI’s General Conditions and review SOP LI-6. Based on
PSI GENERAL this information, please list below 3 items that the client is specifically
CONDITIONS responsible for, and 4 items PSI is responsible for pursuant to our General
Conditions.

Client Responsibilities:
1. ___________________________________________________________

2. ___________________________________________________________

3. ___________________________________________________________

PSI Responsibilities:
1. ___________________________________________________________

2. ___________________________________________________________

3. ___________________________________________________________

© 2000 Professional Service Industries, Inc. Module 2 Evaluation & Practical 1 of 2

Rev. 01/16/2015
 MODULE 2 – EVALUATION & PRACTICAL

Name: ___________________________________ PC#: _______ Employee ID #: _______________

CONTRACT Based on your review of SOP TR-5, indicate which items listed below require
review and approval of a Proposal Exception/Contract Review Form by
REVIEW & Corporate Counsel and/or your Executive Vice President.
AUTHORIZATION
Proposal or Contract Document Corporate Counsel or
EVP Review Required
PSI Short Form Agreement Yes No
PSI Letter Proposal and PSI General Conditions Yes No
Client-form PO with conditions Yes No
Client-changes to PSI General Conditions Yes No
Client-provided contract documents Yes No
Client-form task order referencing Master Yes No
Services Agreement
What are the two items you need, at a minimum, to start a project?
1. ___________________________________________________________

2. ___________________________________________________________

Schedule a 30-minute meeting with your operations manager to discuss your

MEET WITH answers to the above practical questions. Then submit your completed
YOUR Evaluation & Practical by scanning and emailing to PMCP@[Link].
MANAGER
Manager Review
Signature: _____________________________________________________

© 2000 Professional Service Industries, Inc. Module 2 Evaluation & Practical 2 of 2

 SAMPLE CONFIRMATION OF VERBAL CONTRACT AUTHORIZATION LETTER

[***Date***]

[***Client/Authorizing Agent Company Name***]

[***Client/Authorizing Agent Street Address***]
[***Client/Authorizing Agent City, State Zip***]

Attn: [***Client/Authorizing Agent Name***]

[***Client/Authorizing Agent Title***]

Sent by: Fax

Re: Confirmation of Verbal Contract Authorization

[***Project or Site Name***]
[***Other Project Identifying Information***]
PSI Proposal No. [***-***]
PSI Project No. [***-***]

Dear [***Salutation & Client/Authorizing Agent Last Name***]:

This letter confirms your verbal authorization and acceptance of the terms of PSI’s Proposal No.
[***-***] and General Conditions, as received by ***Name of PSI Person Receiving Verbal
Authorization*** of PSI, on *** date ***. Based on this authorization and acceptance, we are
proceeding with the work. Should you have any questions, please call.

Thank you.

Respectfully submitted,
PROFESSIONAL SERVICE INDUSTRIES, INC.

[***Responsible Manager Name, Reg.***]

[***Title***]

[***Initials***]
File No. c:\[***]

© 2000 Professional Service Industries, Inc. Module 2 Attachment

 INVOICE CORRECTION REQUEST

TYPE OF REQUEST: ___________________________ INVOICE DATE: _______________________________

CLIENT NAME:________________________________ INVOICE NUMBER: ____________________________
FILE NUMBER:________________________________

A. Original Invoice $ _______________________________

B. Corrected/Rebill Invoice (Attach a copy
of original invoice with changes requested)_ $ _______________________________
C. Correction Amount (A-B) $ _______________________________

CORRECTION EXPLANATION: ______________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

Client (does) (does not) need new invoice (Circle one) Requested by: ________________________________________
Branch/Department/Project Manager

REQUIRED APPROVAL
$1,000.00 _________________________________ $ 3,000.00 ________________________________
District Manager Date Senior Vice President Date

$2,000.00 _________________________________ over $3,000.00 ________________________________

Vice President Date Executive Vice President Date

NO REQUEST CAN BE PROCESSED WITHOUT “REQUIRED APPROVAL”

- Required approval is determined by line C “Correction Amount”, regardless of sign (+, -).
- Changing of Bill To customer will be considered a complete credit and rebill and required approval will be based on dollar value of invoice.
All rebilling must accompany invoice correction request and will be entered by Corporate.

DO NOT REBILL AT BRANCH OR DEPARTMENT LOCATION.

PSI B-900-112 (2)