Business proposal范文

[Street Address][City, ST ZIP Code]July 29, 2009[Recipient Name][Title][Company Name][Street Address][City, ST ZIP Code]Dear [Recipient Name]:As a long-time admirer of the outstanding work that your organization has done in the community, I particularly enjoyed having the opportunity to see how you function from the inside. As you indicated during our meeting, our neighborhood group has grown to a point where it needs to dramatically enhance its accounting function so that it can continue to serve effectively.This correspondence outlines the complete scope of work you requested, including objectives, procedures, identification of responsibilities, and estimated fees.OBJECTIVEImplement the Model 60 accounting system on the network. Install the Model 60 software, including implementation and setup, training, conversion assistance, and post-conversion support of the library master, general ledger, accounts payable, and import master modules. Provide professional assistance related to this new system and coordinate the bridge to and from the Trey Research and Contoso, Ltd. software. Success of this project is dependent not only on the software, but also on your personnels skill, effort, and willingness to work as a team.SCOPE OF SERVICES1. Proceduresa. Assist in planning implementation of the Model 60 accounting system.b. Recommend steps required to successfully install the new system and assist in assembling setup information and accounting data used in the implementation process.c. Establish specifications for the bridge from the Trey Research software to capture cash receipt information. (Note: Trey Research software has a "general ledger distribution" file that contains information that can be bridged in detail or summary format. The interface (export file) will be written by Trey Research staff.)d. Establish specifications for the bridge from the Contoso, Ltd. software to bridge payment schedules for grants issued. (Note: Contoso, Ltd. has a standard bridge but requires minor modification. The interface will be modified by Contoso, Ltd. staff.)e. Write the bridge to receive (import) the information into the Model 60 software.2. Training and Testinga. Work with you and your staff during installation and implementation to help you gain a general understanding of the system.b. Train in the areas of transaction entry and posting, monthly and year-end reporting procedures, monthly and year-end closing procedures, and periodic back-up procedures.c. Upon completion, system test Model 60 to assure that it is functioning as intended and producing accurate financial reports based on your input.3. Conversion and Post-Conversion Supporta. Assist in planning and assembling data for the conversion to Model 60, as required. (Note: Data entry assistance is $30 per hour. This cost is not included in our estimate.)b. Provide free telephone support for 30 days after conversion. Subsequent charges for support calls are billed in 10-minute units at $12.50 per unit.Support calls are invoiced weekly. Fees are subject to change annually, effective January 1 of each year, based upon 30-day notice.YOUR RESPonSIBILITIESThis project demands significant involvement by your accounting personnel. Ultimate success is highly dependent on their effort. To help achieve a smooth and successful implementation, it will be your responsibility to perform the following:1. Assemble an up-to-date trial balance for all accounts as of the conversion date.2. Compile a complete list of all vendors/grants payable, including amounts outstanding (by invoice), addresses, phone numbers, vendor terms, vendor classes (if any), and other necessary vendor/grant information. Total amounts outstanding on the vendor listing should agree with total accounts payable from trial balance.3. Create a complete list of existing endowments with balances as of the conversion date.4. Include a copy of the financial statements formats desired by the organization for the balance sheet, income statement, and other financial reports.BENEFITSWhen the project is complete, our neighborhood group will have successfully converted to the Model 60 integrated accounting system. Benefits include timely, accurate accounting data, ease of data entry, and flexible reporting with a bridge to your gift and donor software.SOFTWARE COSTS AND PROFESSIonAL FEESSoftware costs and fee estimates are summarized on the attached schedule. These fees are effective provided (a) your accounting records are in good order, and (b) a staff member can devote full time to the implementation process. Fees will。

Proposal Cooperation 的格式是什么

Step1Define the scope of work. Determine what is to be done and what parties are involved. Decide which party will be responsible for the scope of work (or a part of it). Include which party will determine whether the scope of work has been completed satisfactorily. Step2Establish the duration of the agreement and any deadlines associated with it. Select key deadlines such as when the agreement itself is to end, when the work is to be done or the good provided, and payment deadlines. Decide whether interim deadlines are appropriate, and determine whether they are strict deadlines or flexible. Step3Determine the money involved. Include the cost, and whether the price is fixed or variable (this may be determined by whether it is a good or service that is being agreed upon). Detail the financial controls if the price is variable: the maximum amount, any sort of approval for large or unanticipated expenses, and if and when receipts are required. Determine if any funds will be advanced in the course of the transaction and whether penalties will be imposed for lateness or nonperformance. Include whether there are exceptions to any of the financial stipulations. Step4Establish any record keeping or reporting procedures. Determine who or what party is responsible for record keeping and reporting, where required, and whether such records and reports will include financial information. Establish how long the records are to be kept and to what degree they will be protected if confidential or sensitive. Step5Define the protections for liability. Determine who is to carry liability insurance or provide workers compensation. Specify whether insurance certificates will be required. Decide whether to include an indemnification clause for one party or both (mutual indemnification): this is a part of an agreement that provides for one party to bear the financial costs (directly or by reimbursement) for losses incurred by the other party. Step6Classify the terms of dispute resolution. Decide what should occur if a disagreement results and one party seeks to pursue legal remedy. Identify which states law will govern, if applicable, and where a lawsuit can be filed. Choose whether the disputing parties to the agreement must submit their legal claim to mediation or arbitration first. include whether the losing party will have to pay for any attorney fees. Tips & WarningsClarity is paramount in agreements. Clearly express all of you contractual obligations. Such clarity will provide better certainty to those parties involved, which reduces the risk of disputes and litigation.Make all parties involved sign the agreement and include a witness for each party. Signatures and witnesses provide extra protection, especially when the agreement has to be amended or enforced.Legal review is highly recommended when writing an agreement. Attorneys can be expense, but paralegals can be just as helpful. Paralegals can provide guidance when drafting the agreement and are usually familiar with the different components that bring an agreement together.Avoid using terms such as "materially," "reasonable," "good faith," "best efforts," and "related." These terms can be problematic in an agreement as they lead to ambiguity. All agreement provisions, terms and deadlines should be clearly defined.Do not include provisions that appear inequitable or unfair, even if they are legal.。