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John Smith

ACME Corporation
123 Corporate Lane
Milford, CT 06461
March 2, 2007
Charle Jone
C!"
!ictiona, #nc$
4%6 E&ec'ti(e )ri(e
An*+here, CT 06777
Dear Charles Jones,
A a lon-.time admirer of the o'ttandin- +or/ that *o'r or-ani0ation ha done in the mar/et, #
partic'larl* en1o*ed ha(in- the opport'nit* to ee ho+ *o'r compan* f'nction from the inide$ A
*o' indicated d'rin- o'r meetin-, *o'r or-ani0ation ha -ro+n to a point +here it need to
dramaticall* enhance it acco'ntin- f'nction o that it can contin'e to f'nction effecti(el*$
Thi correpondence o'tline the complete cope of +or/ *o' re2'eted, incl'din- o31ecti(e,
proced're, identification of reponi3ilitie, and etimated fee$
OBJECTIVE
#mplement the Model 60 acco'ntin- *tem on the net+or/$ #ntall the Model 60 oft+are,
incl'din- implementation and et'p, trainin-, con(erion aitance, and pot.con(erion 'pport
of the li3rar* mater, -eneral led-er, acco'nt pa*a3le, and import mater mod'le$ 4ro(ide
profeional aitance related to thi ne+ *tem and coordinate the 3rid-e to and from the 5ile
6eearch and Co*ot, Ltd$ oft+are$ S'cce of thi pro1ect i dependent not onl* on the oft+are,
3't alo on *o'r peronnel7 /ill, effort, and +illin-ne to +or/ a a cohei(e team$
SCOPE OF SERVICES
1. Procedures
a$ Ait in plannin- implementation of the Model 60 acco'ntin- *tem$
3$ 6ecommend tep re2'ired to 'ccef'll* intall the ne+ *tem and ait in
aem3lin- et'p information and acco'ntin- data 'ed in the implementation
proce$
c. Eta3lih pecification for the 3rid-e from the 5ile 6eearch oft+are to capt're
cah receipt information$ 89ote, 5ile 6eearch oft+are ha a :-eneral led-er
ditri3'tion: file that contain information that can 3e 3rid-ed in detail or 'mmar*
format$ The interface 8e&port file; +ill 3e +ritten 3* 5ile 6eearch taff$;
d. Eta3lih pecification for the 3rid-e from the Co*ot, Ltd$ oft+are to 3rid-e
pa*ment ched'le for -rant i'ed$
e. 5rite the 3rid-e to recei(e 8import; the information into the Model 60 oft+are$
BENEFITS
5hen the pro1ect i complete, o'r nei-h3orhood -ro'p +ill ha(e 'ccef'll* con(erted to the
Model 60 inte-rated acco'ntin- *tem$ <enefit incl'de timel*, acc'rate acco'ntin- data, eae of
data entr*, and fle&i3le reportin- +ith a 3rid-e to *o'r -ift and donor oft+are$
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SOFTWARE COSTS AND PROFESSIONAL FEES
Soft+are cot and fee etimate are 'mmari0ed on the attached ched'le$ Thee fee are
effecti(e pro(ided 8a; *o'r acco'ntin- record are in -ood order, and 83; a taff mem3er can
de(ote f'll time to the implementation proce$ !ee +ill 3e ad1'ted to act'al accordin-l*$ 5e +ill
not inc'r additional ho'r +itho't +ritten prior appro(al$ "'r fee doe not incl'de modification to
the Model 60 oft+are$
"'r term are %0=4%= depoit on oft+are cot 3efore +e 3e-in$ The 3alance for oft+are cot
i d'e 'pon intallation 8act'al loadin- of the oft+are;$ "'r profeional fee are 3illed +ee/l*$
CLOSING
5e appreciate the opport'nit* to er(ice *o'r comp'ter oft+are need$ #f *o' +ant to accept thi
propoal, pleae i-n one cop* and ret'rn it +ith a %0=4%= depoit of the oft+are cot$
Sincerel*,
John Smith
Director, Global Sales
Enclo're
RESPONSE
Thi letter correctl* et forth the 'ndertandin- of o'r or-ani0ation$
Accepted 3* Title )ate
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This box for internal use only
ACME Corporation
123 Corporate )ri(e
Milford, CT 06461
P R O P O S A L
)ATE, >?24?2014
S"!T5A6E, Model 60
T",
Charle Jone
S"!T5A6E C"ST,
Li3rar* M'lti.6ecord #ncl'din- 6eport Mater @1,2%%
Aeneral Led-er B%0
Acco'nt 4a*a3le B%0
#mport Mater 645
T"TAL S"!T5A6E @3,600
Tasks / ours
#ntallation 4lan >
#dentif* 6eponi3ilitie
Eta3lih Sched'le
Select Con(erion )ate
#ntallation of Soft+are %
#ntall Model 60 Mod'le on 9et+or/
Set Terminal #)7 and 4reference
Set 4rinter and )efa'lt
Eta3lih Sec'rit*
#mplementation of Mod'le >
Eta3lih 4arameter and Mater !ile
AL, A4, and C'tom !inancial Statement
Trainin-, All Mod'le and <ac/'p >
)oc'ment 4roced're
)emontrate Cand."n Entr* 6eportin-
Con(erion >
)efine Con(erion Ta/ and Method
<'ild #mport from 5ile 6eearch and Co*ot, Ltd$ 1B
Coordinate <rid-e from 5ile 6eearch and Co*ot, Ltd$ 1B
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TOTAL O!RS
1
""
TOTAL FEES #$%&'(
1
NOTE Esti!ate only
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