Proposal Letter For Small Business Or Organization
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6[Your Name]
[Company Name]
[Street Address]
[City, ST ZIP Code]
ate]
þÿ
[Recipient Name]
[Title]
[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.]
O B J EC T I V E
[Implement 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 personnel's skill, effort, and willingness to work as a team.]
S CO P E O F S E RV I C ES
1.
Procedures
A.
[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 Testing
A.
[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.]
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