240 annual support hours with a task-level balance
Real sources · Illustrative request · Sample version
Customer question
A fictional annual retainer reserves 240 hours for methods advice and evidence handover.
Which tasks have used capacity, and can the next task be scheduled?
Explain the retainer through estimates, actual hours and acceptance records. Large material-processing tasks are separately priced.
Capacity ledger: simulated 36 used, 204 remaining
240 hours follows the current proposal. Tasks and usage are simulated. Response times and concurrency require separate agreement; balance does not imply immediate availability.
Analysis excerpt
| Check | Finding / sample content | Use |
|---|---|---|
| Task B | Estimated 10 hours; illustrative actual 12; overrun reason recorded | Apply agreed change rules before acceptance |
| Next task | Estimate hours and confirm professional role and scheduling first | Enter the work plan after schedule agreement |
Delivery manifest
| File | Format | Contents |
|---|---|---|
| task-capacity-ledger.xlsx | XLSX | Tasks, estimates, actual hours, roles, remaining balance and acceptance. |
| monthly-handover.pdf | Monthly outcomes, unresolved questions and inputs for next-month scheduling. | |
| method-support-record.docx | DOCX | Methods advice, sources and handover record for agreed tasks; quantity follows task scope. |
This is an illustrative formal delivery manifest. This pack supplies an HTML report, CSV tables and a source register. Agree formal formats, quantities and scope in the quote.
Acceptance criteria
- Professional roles, outputs and actual usage can be checked. Monthly balances and quarterly reviews are complete; response targets and concurrency are assessed against the contract.
Sources
- PRISMA 2020: Flow diagram
https://www.prisma-statement.org/prisma-2020-flow-diagram