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[Insert Your Company Name] [Insert Company Address, Suite] [Insert City, St. Zip Code] [Insert [Insert [Insert [Insert Client Client Client Client Company Name] Name], [Insert Client Title] Address, Suite] City, St. Zip]
[Insert Date] Dear [Insert Client Name]: Thank you again for the opportunity to work with [Client Company Name]. Below is a “casual business language” review of our agreement for [Your Business Name] to provide project management for the [Client Company Name], “[Event or Project Name]” as discussed [Insert Date or Where review took place]. PROJECT LAUNCH [Your Name] will provide [Client Name, Client Title], with the following documentation to launch the “[Event or Project Name]” project: [List What documentation is Provided to start the Project/Event] 1. An “Estimate of Hours” (to follow initial client meeting reviewing project needs). 2. A “Letter of Commitment,” contained herein (Scope of Service Agreement). 3. “Project Brief” (an ongoing summary of services to be provided). LETTER OF COMMITMENT Retained on behalf of [Client Company Name] (“Insert Client Company Initials or A.K.A.”) are [Your Name] [Your Services i.e., consulting services] (“[Your Business Name]”). [Your Name] will provide project management (“project,” “event”) and assist with consultant services as directed by [CLIENT COMPANY NAME OR A.K.A INITIALS] for the “[Event or Project Name]” which will be held on [Insert Event Date]. An initial summary of services to be performed will be provided in a “project brief.” As we progress through the project planning and event management,
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Insert Your Company Logo Here ongoing regular updates of the “project brief” will be provided and this will serve as the itemization of the Project Management and Scope of Services to be rendered by [Your Name]. All service listed below, as well as those future requests from [CLIENT COMPANY NAME OR A.K.A INITIALS], will be rendered in a diligent and professional manner to the best of my ability. If any issues arise that are not satisfactory to the client, it is [CLIENT COMPANY NAME OR A.K.A INITIALS]’s responsibility to bring those matters to the attention of [Your Name] so that measures may be taken to resolve the matter quickly and with reasonable effort. [CLIENT COMPANY NAME OR A.K.A INITIALS] agrees that [Your Name] will have access to [CLIENT COMPANY NAME OR A.K.A INITIALS]’s staff and resources as necessary to perform the services as listed in this agreement. As we progress through the “[Event or Project Name]” project, and under performance of this agreement, some confidential information about either [CLIENT COMPANY NAME OR A.K.A INITIALS] or [Your Business Name] may be learned or received. Both parties will keep all information confidential, except in circumstances when the information is required to allow the services within our agreement to be performed. SCOPE OF SERVICE [Your Name] will provide the following as requested by [CLIENT COMPANY NAME OR A.K.A INITIALS]: 1. Project Management Includes: a. Oversight and management of the agreed upon timelines and deliverables of all tasks to be completed in relationship to the “event.” b. Regularly updating of the “project log” (monitoring timelines/completed tasks), and of the “project brief” for the client, including providing recommendations as needed. c. Additional assistance as directed by [CLIENT COMPANY NAME OR A.K.A INITIALS] including general event recommendations, committee meeting support and agendas, budget tracking, and vendor contract & payment tracking. d. Monitoring progress of committee and the event related tasks including: securing vendor(s) and management thereof, marketing collateral needs (designs and development of signs, program book, etc.), scripting, auction support, site visits and onsite production, final event preparations, and post-production needs (tax letters, thank you letters, etc.), and a summary conclusion memo. e. Project Management is conducted via phone calls, emails, and in person meetings.
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Verify that marketing materials contain client requested revisions and monitoring to the best of my ability all change requests are implemented. Vendor(s) Management is conducted via phone calls.A INITIALS] may request to add additional services as needed. contracts and marketing approval/“sign-offs” for FINAL APPROVALS and consent to move forward indicated by signature. Provide support for all final approvals/”sign-off’s” and verify that materials are correct. no charge basis.A INITIALS] will be provided with an initial estimate of hours to complete the project. Hours donated on a voluntary. [CLIENT COMPANY NAME OR A. emails. is at the discretion of [Your Name].K.K. For compensation under this agreement.A INITIALS] as event progresses.K. [Your Name] will review and verify contracts contain services. d. with checks made payable to [Your Name]. b. [Your Name] will be paid a consulting fee of $[Insert Fee] per hour. I propose the following terms to our agreement. Additional Work. Contracts and Material Approvals: To be dictated by [CLIENT COMPANY NAME OR A. [CLIENT COMPANY NAME OR A. [Client Name] will be given all bids. and in person meetings. Act as liaison between the vendor(s) selected and [Client Name]. Vendor(s) Management. If such requests are outside the scope of services listed in this letter of commitment. After confirmation of the letter of commitment and initial estimate. Invoices shall be paid within (30) days of receipt.K. upon two weeks prior written notice (to the above noted mailing addresses) and a courtesy notification by phone. costs and corrections as specified by [CLIENT COMPANY NAME OR A. and the number of hours donated. Act as a liaison between vendor(s) and [CLIENT COMPANY NAME OR A. [CLIENT COMPANY NAME OR A. and retention ends upon completion of any related post-production needs to finalize the project. a. and are not covered by the initial estimate of hours. with or without cause. obtaining bid and contract support. then [Your Name] will advise client in writing if there are any additional hours and costs required to complete the request.K.A INITIALS] will retain [Your Name] to conduct event project management. c.Insert Your Company Logo Here 2. Includes vendor(s) selection. [CLIENT COMPANY NAME OR A.A INITIALS]. Upon the termination of this agreement.K. As a standard policy.A INITIALS]. and ongoing management of vendor(s). Volunteer Hours. Page 3 of 4 .A INITIALS] will pay [Your Name] any accrued but unpaid fees as of the date of received notice. [Your Name] donates a variable percentage of hours on each clients project.K. Either party is free to terminate this agreement.
[Your Name] Date: Affirmed By: Date: ___ [Client Company Name]. Customized Agreement provided by: [Your Business Name].K.K. [Client Title] Upon receipt of signed client copy. [Your Name]. [Client Name]. [Your Fax Number].A INITIALS] shall fully indemnify [Your Busienss Name] and [Your Name] against any liability whatsoever (including legal fees and expenses) arising from claims in connection with conducting [CLIENT COMPANY NAME OR A. This agreement is written in a casual business language and.A INITIALS] council. [Your email address] Page 4 of 4 .A INITIALS] so desires. [Your Title] [Your Company Address] [Your Phone Number]. if [CLIENT COMPANY NAME OR A. Thank you.K.K. [Your Name] will sign the agreement and return a copy to the client thru the mail containing both signatures.A INITIALS] business. it may be translated into a formal legal language document by [CLIENT COMPANY NAME OR A.Insert Your Company Logo Here [CLIENT COMPANY NAME OR A. [Your Name] [Your Business Name] Affirmed By: ___ [Your Business Name].
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