Commercial Client Approval
Request written client approval of modelling results or certificate quantities before audit file preparation.
When to use
Send after modelling results have passed internal review and before audit file preparation or submission proceeds. Written approval should be saved in the project record.
Subject
[{AExxx}] {Client} - Approval of Modelling Results
Template
Hi {ClientName},
We have completed modelling for {Project / Product Range} and have attached the summary results for your review.
The current modelled certificate quantities are in the attached certificate summary.
The systems meet the minimum modelling criteria for the targeted scheme(s), based on the documents and control settings provided.
Please review the attached summary and confirm in writing that you approve us to proceed to audit file preparation and submission on this basis.
If you have any questions about the results, please let us know before approving and we can walk through the summary.
Kind regards,
{SenderName}
Notes / placeholders
- Delete certificate type(s) that do not apply.
- Attach the certificate summary or result table.
- Save the approval email in the client approvals folder.