This purchase information sheet or “Check-In Checklist – Purchase” has been prepared for Managing Trustees who are following the Streamlining Process for purchases i.e. any purchase where a panel firm is to be instructed.
To take the first steps in the purchase streamlining process, please find below link to the “Check-In Checklist – Purchase” to be completed and returned to TMCP in time for your Check-In meeting.
The Checklist provides an outline of what we will talk about in the Check-In meeting. While the Checklist includes the information it would be helpful for us to know at this stage, please don’t worry if you are unsure of any of the answers. We will go through this with you when we hold the Check-In and can complete any missing information then. Please email your completed Checklist to legal@tmcp.org.uk. Please use the unique TMCP Tag allocated to your purchase matter in the email subject line. This will be in the form: [TMCP-M-*****-S******].
Click the following link to download the Checklist in Word: