Proposal Packagetxt

Abstract
The Objective
<<Include a purpose statement that covers the problem and the central idea. Res
tate the client s needs as determined by reading their RFP or your previous interv
iew process.>>
Need #1: << Insert need # 1 statement here >>
The Opportunity
<<Include the major points of analysis and identify the opportunity. Restate th
e client s goals you identified previously (via RFP, interview, etc.).>>
Goal #1: << Insert goal # 1 statement here >>
The Solution
<<Include recommendations for both a solution and the steps required for action.
Summarize what you are proposing to do and how you are going to do it to meet t
he goals. The full recommendation page can be added and expanded on. See the R
ecommendations proposal document template.>>
Recommendation #1: << Insert recommendation # 1 statement >>
Acceptance Criteria
The following criteria must be met in order for the final project to be accepted
. <<CustCompany>> will sign off on the following acceptance criteria at the com
pletion of the project.
<< The acceptance criteria the client will sign off on are to be listed here. E
xamples below are for illustration purposes. Note that you should have a separa
te contractual agreement for the client to sign off on that the project is compl
ete. >>
Project Specifications
All project specifications must be met as outlined in the proposal.
Contractual Obligations
All contractual obligations must be met as outlined in the contract and addendum
s.
Documentation Completed
All required documentation must be completed and delivered.
Training Completed
All training of <<CustCompany>> personnel must be completed.
<< Insert acceptance criteria here >>
<< Insert acceptance criteria description here. >>
Accreditations
<<Company>> holds a number of accreditations, showing our commitment to the high

est standards of our industry.
<< Summarize your accreditations and how they relate to the project. >>
<< Use the Accreditations template to show your company has been accredited by i
ndependent organizations in your field of expertise. >>
Local Accreditations:
<< Name of accreditation >> - << Accreditation date >>
<< Organization that provided the accreditation. >>
<< Scope of the accreditation as it applies to this project. >>
<< Standards that the accreditation applies to, such as a specific ISO code. >>
National Accreditations:
International Accreditations:
Awards and Achievements
<<Company>> has received a number of awards and achievements for outstanding per
formance in our industry.
<< Summarize your level of achievement, such as number of awards won, the most p
restigious awards, etc. >>
<< Use the Awards and Achievements document to show how independent organization
s, associations, agencies, etc., have recognized your achievements. Showing that
others outside your control have validated your business is an important step i
n convincing potential clients that you will apply those same standards to your
next project. >>
Recent Awards:
<< Name of award >> - << Award date >>
<< Describe the award and why it is significant. >>
<< Insert the quote written by the award giver about why you were given the awar
d. >>
d. >>
Past Awards:
d. >>
d. >>
Acquisitions
<<Company>> has made a number of acquisitions. Press releases and other informat
ion about the acquisitions are outlined below.
<< Describe the strategic benefits of the acquisitions and your company s philosop
hy about making acquisitions. Explain the goals of making acquisitions, such as

adding staff with specific experience, expanding into new markets, consolidating
competition, etc. >>
List of Acquisitions:
<< Name of acquisition >> - << Date acquired >>
<< Briefly describe the acquisition. If the name was changed, provide both the o
ld name and new name. >>
<< Briefly describe the benefits the acquisition has provided. Describe the stat
e of the acquisition before and after it was acquired. >>
<< If there is a web site for the acquisition, list the URL here. >>
List of Acronyms
This appendix contains the acronyms used in this proposal along with their descr
iptions.
<<Acronym
<<Acronym
<<Acronym
<<Acronym
<<Acronym
<<Acronym
<<Acronym
<<Acronym
<<Acronym
<<Acronym
1>> - <<Insert description here>>.

Activities
The following is our list of activities planned for the project, divided into ph
ases. The end result of these activities will be the realization of the goals of
the project.
<< Describe in general the activities that will occur during the course of the p
roject and how they will ultimately result in the realization of the goals of th
e project. >>
<< The Activities template is used to describe a timeline of events and mileston
es for the course of the project, divided into phases from the time of the propo
sal acceptance to the time of final signoff of the completed project. This templ
ate is similar to the Production Schedule and Implementation Plan templates. The
following list of activities is only one possible set of activities. You may ne
ed to change item names, remove items, and add items to fit the needs of your pr
oject. >>
Initiation Phase:
Proposal acceptance: <<Insert date>>
Contracts signed: <<Insert date>>
Assign project team: <<Insert date>>
All client-supplied materials due: <<Insert date>>
Planning Phase:
Start project planning: <<Insert date>>
<< Insert specific project planning steps>>
Project planning complete: <<Insert date>>
Start project design: <<Insert date>>
<< Insert specific project design steps>>
Project design complete: <<Insert date>>
Execution Phase:
Development milestone #1 complete: <<Insert date>>
<< Insert additional project milestones as needed >>
Project Alpha complete: <<Insert date>>
Project Alpha testing complete: <<Insert date>>
Project Beta complete: <<Insert date>>
Project Beta testing complete: <<Insert date>>
Testing and Acceptance Phase:
Final testing complete: <<Insert date>>
Performance metrics testing: <<Insert date>>
Specifications testing: <<Insert date>>
Project Final complete: <<Insert date>>
Client approval on final release: <<Insert date>>
Closure and Transfer Phase:
Installation: <<Insert date>>
Final installation testing complete: <<Insert date>>
Documentation delivered: <<Insert date>>
Training complete: <<Insert date>>
Back up and archive all project information: <<Insert date>>
Contract acceptance signoff: <<Insert date>>
Post-project analysis (lessons learned): <<Insert date>>
Enter maintenance phase: <<Insert date>>
Additional Products
<<Use this Additional Products template to list any additional products you can
supply that you feel would benefit this client and this project. Use the Product
s template for your products which are directly related to the proposal.>>
<<Company>> will optionally provide the following products to <<CustCompany>>. P
roducts listed here include pre-production, production, and post-production item
s, unless otherwise covered under a separate agreement. These items are recommen
ded, but not required to complete this project.
<< Insert Product Name >>
<< Insert description of the product. >>
<< Insert description of how the product will benefit the prospective client in
this project.>>
<< Insert description of how this product is better than competitors' products.
Consider adding the Case Studies template and describing how your product has be
en used in similar situations. >>
this project.>>
this project.>>
Additional Services
<< Use this Additional Services template to list any additional services you can
provide that you feel would benefit this client and this project. Use the Servi
ces template for your services which are directly related to the proposal. >>
<<Company>> will optionally provide the following services to <<CustCompany>>. S
ervices listed here include pre-production, production, and post-production serv
ices, unless otherwise covered under a separate agreement. These items are recom
mended, but not required to complete this project.
<<Insert service #1>>
<<Insert brief description>>.

Administration
<<Company>> specializes in the following business administration services.
<< Use the Administration template to outline your business administration proce
sses. >>
<< Describe your administration here. This template can be used to describe your
internal business administration or your planned administration for a project.
Alternatively, if you offer administration services to others, you can outline t
hose services here. Examples are human resources administration, loan administra
tion, training administration, health care administration, project administratio
n, fund administration, computer services administration, etc. >>
<< Type of administration >
<< Describe the business administration here. >>
Advisors
<<Company>> has retained the services of a number of strategic advisors. Leverag
ing our relationships with these leading resources will ensure that the end resu
lt of the project is successful.
<< Describe the advisors you have retained and how they will benefit the project
. Examples could be legal services, accounting services, insurance services, inv
estment services, real estate services, political advisors, etc. >>
<< Company/Organization Name #1 >>

<< Summarize the advisor s services. >>
<< Describe the nature of the relationship. >>
<< Describe the advantages that this advisor brings to the project. >>
<< URL of the advisor s web site >>
Advisory Board
<<Company>> uses the advisory board to provide expert guidance and assistance wi
th the ongoing development of the project.
<< Describe how the advisory board is appointed and when they meet and their pur
pose. >>
<< Describe the advisors qualifications and how you will be able to leverage thei
r experience to successfully complete the project. >>
<< Board member # 1 name >>, Chair - << Company affiliated with >>
<< Biography of the board member. >>
<< Board member # 2 name >> - << Company affiliated with >>
<< Board member # 3 name >> - << Company affiliated with >>
Agreements and Contracts

In preparation for supporting this project, <<Company>> has secured the followin
g agreements and contracts.
<< Provide details about any agreements and contracts you have secured with othe
r parties that will be required for this project. Show you are proactive about h
aving everything required in place to support the project. >>
Companies:
<< Company Name >>
<< Describe the nature of the agreement or contract. >>
<< Estimated cost >>
<< Dates covered by agreement or contract >>
Government Agencies:
<< Agency Name >>
Individuals / Freelancers:
<< Individual s Name >>
Post-Proposal Analysis Checklist

<< Use this Post-Proposal Analysis Checklist as a starting point for creating yo
ur own checklist suited to your business and workflow. Alter the items as you se
e fit. The purpose of this checklist is to help you create an interview process
to determine why your proposal was rejected or the project or grant was not awar
ded to you. Developing a structured analysis of the results of your proposal wri
ting can help improve your future chances and may also allow you to restructure
and resubmit a proposal. >>
Use the Follow-up Letter template to request an interview with the prospect.
Schedule an interview with the prospect.
Solicit feedback about your proposal. Be sure to include the following questions
:
o
Were there any problems with RFP guidelines not being followed?
o
Were there any problems with your interpretation of the RFP or the clien
t's needs, or your understanding of the client's business?
o
Were there any problems with your proposed solution to the client's need
s?
o
Were there any problems with your products or services?
o
Were there any problems with your company information as supplied to the
client?
o
Did any technical problems with the proposal, such as spelling or gramma
r, factor in the client's decision?
o
Was the proposal easy to read and understand? Determine if the client re
ally did understand what you proposed.
o
Is there anything you can do to restructure the proposal to be allowed t
o resubmit it?
If the contract was awarded to another company, solicit information about the wi
nning bidder. Was their solution, price, or company a better match for the clien
t's needs?
Was the proposal centered around the client, or did you talk mainly about your o
wn company and products/services? Determine if the client perceived that your pr
oposal was not tailored to them. Proposal Pack is structured to put the client's
information and needs first, and your own company information last. Many propos
al writers make the mistake of talking about themselves first. This can have a n
egative impact on your proposal.
Can you determine if the winning bidder was meant to win the bid? (You may never
get a direct answer to this question.) Some proposals are designed for a specif
ic bidder to win the project; the deck is stacked against anyone else bidding.
Can you determine if the winning bidder was awarded the project due to being the
lowest bidder and being given other bidders' designs to work from? (You may nev
er get a direct answer to this question, either.) Did you protect your designs f
rom being reused by requiring the prospective client to sign a nondisclosure agr
eement?
Why You Didn t Get the Job

Writing a winning proposal is much more than just filling out documents and putt
ing them in front of a prospect. There may be many reasons why you did not make
the final cut. Learn from each proposal and adjust your process as needed. If po
ssible, interview the prospect to find out why you did not receive the contract
or grant. Keep in mind that you may not actually hear the true reason.
Your failure to land the job or get the grant may be due to one or more of the f
ollowing reasons:
Writing style: yours did not appeal to the reader.
Incorrect target: your proposal was not sent to the right person.
Bad timing: your pitch was not made at the right moment.
Slipshod writing: your spelling or grammar was incorrect.
You failed to address the prospect s fears and objections.
Your personal appearance and presentation did not match the prospect's 'style'.
Internal politics at the prospect s company influenced the decision.
Hidden agendas at the prospect s company influenced the decision.
Your project estimate was too low or high.
You were too persistent or not persistent enough with the prospect.
Your proposal didn t instill confidence.
Your proposal did not show a clear understanding of the client's needs or busine
ss.
Your solution was not the best value for the price.
The competition outdid you.
There was miscommunication between you and the client.
Competitors trashed your solution in their proposals.
A consultant working with the client had ties to one of your competitors.
The client wanted the safe choice, not the best choice.
The RFP was written to favor a particular bidder.
Annual Budget
The following table outlines <<Company>> s annual budget. The budget summarizes in
come and expenditures by source and operating area.
<< Use the Annual Budget document to summarize your assets and expenses for the
year. Describe the highlights of your annual budget to show your major assets an
d expenses. If the proposal doesn t require a complete breakdown, just include the
major categories. >>
Income Sources:
<< Income source >> - << Total from this source >>
Annual Budget for Year <<CurrentYear>>
Assets
Cash
<< Insert $ >>
Accounts Receivable
<< Insert $ >>
<< List all other financial income. >> << Insert $ >>
TOTAL ASSETS: << A:Sum $ >>
Expenses
Accounts Payable
<< Insert $ >>
Taxes Payable << Insert $ >>
Line of Credit << Insert $ >>
Accrued Payroll << Insert $ >>
<< List all other expenses. >> << Insert $ >>
TOTAL EXPENSES: << E:Sum $ >>
Surplus (Deficit):
<< Sum A-E >>
Appendix A
<< This is a generic appendix page. Use the generic appendix templates when you
have additional appendix material to attach to your proposal and there is not a
n existing Proposal Pack template to match your content. >>
Appendix B
Appendix C
Appendix D
Appendix E
Appendix F
Appendix G
Appendix H
Appendix I
Appendix J
Approach
In order to complete the project, <<Company>> will carry out the following tasks
.
<< Describe the general approach to the project and show that the approach is so
und. Show how your approach is well thought out and solves the needs of the pro
posal. >>
Assign a development team to the project.
<< Describe briefly the development team assignments; also see the
plate. >>
Team Resume
tem
After receiving all client-supplied material required, start the planning proces
s.
<< Describe briefly the pre-design planning process. >>
Design the project per the agreed-upon specifications.
<< Describe briefly the project design process and explain what is being develop
ed; also use the Deliverables template and others as needed. Show how your propos
al is sound and meets the needs of the project. >>
Develop the project based on the milestones in the production schedule.
<< Describe briefly the project development process; also use the
dule template. >>
Production Sche
Ensure that all contractual and project requirements have been met.
<< Describe briefly the testing and checking process. >>
Deliver final project deliverables.
<< Describe briefly the delivery process. >>
Train <<CustCompany>> staff based on the training plan.
<< Describe briefly the training plan; also use the
Training Plan
template. >>
Maintain the project as needed, based on the maintenance agreement.

<< Describe briefly the maintenance agreement. Determine whether it is covered
under a separate contract or whether it will be included. If there will be no on
-going support provided, state it here. If the project will be continued once c
omplete, describe how it will be sustained. >>
Architecture
<<Company>> believes that success begins in the design stage. A solid foundation
based on the architectural design is paramount to the success of the project.
<< This template can be used to describe any type of architecture. Examples incl
ude physical architecture of a building project, conceptual architecture of a bu
siness process, technical architecture of a computer system, etc. >>
<< Include diagrams of the system here. >>
Vision: << Describe the vision of the architectural design here. >>
Design: << Describe the design of the architecture here. >>
Objectives: << Describe the objectives of the architecture here. >>
Value: << Describe the value this architecture will provide. >>
Assets
Following is a list of major assets owned by <<Company>>.
<< Describe your company s assets. This is typically required only for grants or b
usiness plans when you are seeking funding. >>
Property:
<< List all properties your company owns. >>
Equipment:
<< List all key equipment your company owns. >>
Intellectual Property:
<< List all trademarks, patents, and copyrights your company owns. >>
Investments:
<< List all investments, such as stock and bonds, that your company owns. >>
Brands and Acquisitions:

<< List all major brands or other companies your company owns. >>
Assumptions
The following assumptions have been made regarding your project which will affec
t the following (including but not limited to) the project cost estimate, delive
rables, production schedule and project staffing.
Assumption #1
ert start date here>>.
Assumption #2
re>>.
Assumption #3
>>.
Assumption #4
se before the proposal
Assumption #5
ed project.
Assumption #6
The client will have all materials required of them ready by <<Ins
The proposal is accepted no later than <<Insert acceptance date he
The project, once accepted, will start by <<Insert start date here
The cost for 3rd party services and other expenses will not increa
acceptance date.
<<CustCompany>> s infrastructure as reported will support the propos
<<Insert additional assumptions as needed>>.
Authority
<< Insert a description of any agencies or organizations who have authority over
this project or parts of the project. Examples could be a government agency, o
r board of directors or commissioners. This template is typically used in gover
nment grant proposals to describe who has authority over the project or a say in
the project due to their authority. This may be important or required in a gra
nt proposal that involves multiple agencies. >>
Authority #1: << Name of Authority >>
<< Description of the authority >>
Contact: <<Who is the point of contact >>
Authorization
<<Company>>
<<Address1>> <<Address2>>
<<City>>, <<State>> <<PostalCode>>
Phone: <<WorkPhone>>
DATE: <<CurrentDate>>
Order #: <<WorkOrder>>
Contract ID: <<Reference>>
Customer:
<<CustCompany>>
<<CustCity>>, <<CustState>> <<CustPostalCode>>
Phone: <<CustWorkPhone>>
For:
<< General Description of Project Deliverables >>
ACCEPTANCE OF AGREEMENT:
I authorize <<Company>> to start development of the project as of <<CurrentDate>
>. I understand the estimated end date will be <<EndDate>>. <<Company>> is aut
horized to bill us according to the contract payment terms as agreed by both par
ties. I understand that the project will be started after the authorization has
been received by <<Company>>.
<< The contract is usually negotiated and signed separately from the proposal do
cument. The information contained in your proposal can also be considered part o
f the contractual agreement, so make sure your contractual agreement matches the
information you have included in the proposal. This is only an authorization to
start work: this template is not meant to include the entire terms and conditio
ns of your contract. >>
Customer's Signature ___________________________________________
Title _________________________
Date _________________________
Authors Bio
Author: <<FirstName>> <<LastName>>
Fax: <<Fax>>
E-mail: <<Email>>
Web site: <<Domain>>
<< Describe your background related to being an author. Include past experience
and dates of related experience. >>
<< Describe other materials authored such as reviews, articles, books, etc. >>
<< Describe your current experience with the subject matter of the proposed book
. >>
<< Describe related accomplishments. >>
Publications: << If published include credits here. >>

Patents: << If responsible for acquiring any patents or other discoveries, etc.
include here. >>
Professional Affiliations: << If a member of any professional organizations incl
ude here. >>
Board Positions: << If a member of any boards, etc. include here. >>
Education: << Include education information here. >>
Client Background
<<CustCompany>> is headquartered in <<CustCity>>, <<CustState>>.
<<CustCompany>> has <<Insert number of employees>> employees.
<<CustCompany>> was established in <<Insert year established here>>.
<<State brief client business history - Be specific and definite. Do not omit i
mportant information, but be precise and avoid unnecessary words>>.
<<CustCompany>> was established by the <<Insert who founded the company>>. The
original goal was to provide <<Insert client mission statement>>. Evolution ove
r the past <<Insert number of years client has been in business>> years has led
to the current structure and goals that are held today.
<<Discuss and show you understand the history that generated the current stated
need. Use additional templates to outline opportunities, problem analysis, goal
s, expected results, etc.>>.
In our analysis of <<CustCompany>>, it has come to our attention that another im
portant issue needs to be addressed at this time. <<If any, include additional
problems that exist for the company but were not directly stated>>.
Balance Sheet
The following table outlines <<Company>> s balance sheet ending December 31st.
<< Describe the highlights of your balance sheet to show where your company is d
oing best and where improvement is planned. >>
<< The balance sheet is one of the most important financial documents for your c
ompany. The balance sheet records your assets, liabilities, and shareholders equi
ty. Most companies record this information once a year. Important note: Assets =
Liabilities + Shareholders Equity. >>
Balance Sheet for Year <<Year 1>>
<<Year 2>>
<<Year 3>>
Assets
Current Assets
Cash
<< Insert $ >> << Insert $ >> << Insert $ >>
Accounts Receivable
Inventory
<< List all other assets. >>
Total Current Assets
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
Fixed Assets / Long Term Assets
Equipment
Minus Depreciation
<< Insert -$ >> << Insert -$ >> << Insert -$ >>
Real Estate
Intangible Assets
<< List all other fixed assets. >>
<< Insert $ >> << Insert $ >> << Inser
t $ >>
TOTAL ASSETS:
<<A:Sum $ >>
<<A:Sum $ >>
<<A:Sum $ >>
Liabilities
Accounts Payable
Taxes Payable << Insert $ >> << Insert $ >> << Insert $ >>
Line of Credit << Insert $ >> << Insert $ >> << Insert $ >>
Accrued Payroll << Insert $ >> << Insert $ >> << Insert $ >>
<< List all other liabilities. >>
t $ >>
TOTAL LIABILITIES:
<<L:Sum $ >>
<<L:Sum $ >>
<<L:Sum $ >>
Shareholders Equity
Preferred Stock << Insert $ >> << Insert $ >> << Insert $ >>
Common Stock
Retained Earnings
<< List all other equity. >>
TOTAL SHAREHOLDERS EQUITY:
<<E:Sum $ >>
<<E:Sum $ >>
<<E:Sum $ >>
TOTAL LIABILITIES & EQUITY:
<<Sum L&E>>
<<Sum L&E>>
<<Sum L&E>>
<< Important instructions: When you total up your assets, liabilities, and share
holders equity, the TOTAL ASSETS row is supposed to equal the TOTAL LIABILITIES &
EQUITY row. These are the rows shaded in light green.
<<Sum L&E>> = <<A:Sum>> to balance out the sheet (hence the term Balance Sheet).
The reason liabilities balance against your assets is that it is assumed that de
bts you owe (liabilities) were used to purchase equipment or inventory you now o
wn (assets).
If you require more information on creating a balance sheet, consult your accoun
tant or other financial information resources. >>
Current Year Balance Sheet
The following table outlines <<Company>> s pro forma balance sheet for the current
year.
<< Describe the highlights of your balance sheet to show where your company is d
oing best and where improvement is planned. This version is for the current year
. Pro forma in this case means the data may contain projected or hypothetical data
. >>
<< The balance sheet is one of the most important financial documents for your c
ompany. The balance sheet records your assets, liabilities, and shareholders equi
ty. Most companies record this information once a year. Important note: Assets =
Liabilities + Shareholders Equity. >>
Balance Sheet for Current Year <<CurrentYear>>
Assets
Current Assets
Cash
<< Insert $ >>
Accounts Receivable
<< Insert $ >>
Inventory
<< Insert $ >>
<< Insert $ >>
<< Sum $ >>
Equipment
<< Insert $ >>
Minus Depreciation
<< Insert -$ >>
Real Estate
<< Insert $ >>
Intangible Assets
<< Insert $ >>
<< Insert $ >>
TOTAL ASSETS: <<A:Sum $ >>
Liabilities
Accounts Payable
<< Insert $ >>
<< Insert $ >>
TOTAL LIABILITIES:
<<L:Sum $ >>
Shareholders Equity
Preferred Stock << Insert $ >>
Common Stock
<< Insert $ >>
Retained Earnings
<< Insert $ >>
<< List all other equity. >>
<< Insert $ >>
TOTAL SHAREHOLDERS EQUITY:
<<E:Sum $ >>
TOTAL LIABILITIES & EQUITY:
<<Sum L&E>>
<< Important instructions: When you total up your assets, liabilities, and share
holders equity, the TOTAL ASSETS row should equal the TOTAL LIABILITIES & EQUITY
row. These are the rows shaded in light green.
<<Sum L&E>> = <<A:Sum>> to balance out the sheet (hence the term Balance Sheet).
The reason that liabilities balance against your assets is because it is assumed
that debts you owe (liabilities) were used to purchase equipment or inventory y
ou now own (assets).
If you require more information on creating a balance sheet, consult your accoun
tant or other financial information resources. >>
Benchmark Results
As with any solution, companies want only the best of breed . <<Company>> offers t
his by fulfilling your requirements and surpassing your needs.
<<To adequately show reasons your proposal should be chosen over other options,
you will need to establish benchmarks by which the proposed solutions can be mea
sured and judged. By showing your solution as a best fit, you are establishing
the difference between yourself and the competition>>.
<<Include graphics or pictures if available and allowed>>.
<<Discuss advantages and benefits>>.
Although converting from the current system used by <<Company>> would involve an
investment of <<Insert estimated project cost>>, the end result is expected to
return approximately <<Insert expected ROI>>. This would allow for quicker empl
oyee training and an improved employee moral due to improved processes.
<<Discuss the likelihood of the project s success using your solution>>.

<<Company>> has analyzed the before and after effects of this project. Our data
shows an increase in productivity of <<Insert percentage increase>> and user er
ror decreased by <<Insert percentage decrease>>. The overall cost savings at th
is rate would be approximately <<Insert savings>> per year.
Benefits
<<CustCompany>> will realize the following benefits provided by this project:

<<Insert benefit #1>> - <<Insert description here and what it will do for the cl
ient (save time, money, etc.)>>.
<<Insert description of how you will achieve this benefit and factual proof to b
ack it up>>.
ack it up>>.
ack it up>>.
ack it up>>.
<<Insert benefit #5>> - << Insert description here and what it will do for the c
lient (save time, money, etc.)>>.
ack it up>>.
<<Insert benefit #6>> - << Insert description here and what it will do for the c
lient (save time, money, etc.)>>.
ack it up>>.
<<Insert a brief summary of the benefits client will receive here>>.
Bid / No Bid Evaluation Form and Checklist
(Choose a
5
3
1
UNK
Score
Measure Score of 1 to 5.)

= Best competitive advantage
= Neutral (neither helps or hinders)
= Strong competitive disadvantage
= Unknown
Measure
(1 to 5)
Potential
Opportunity Killer
(Y = Yes
N=No)
Federal Agency Information
1. Do we have contact with Agency information officer about this grant?
2. Have we identified an internal official to pre-screen our proposal for compl
iance?
3. Did we check to see if our proposal idea has been used before with legislato
rs, area government officials or similar agencies?
4. Did we check the CFDA Financial Information to confirm that the funding has
been approved?
5. Do we understand the community need and can we document it to funders?
6. Did we recruit community support via individuals or groups with affiliation
agreements, mutual agreements or commitments?
7. Did we check the Federal Agency requirements and confirm our eligibility for
the grant?
8. Are there serious financial, organizational, or technical issues behind the
scenes?
9. Did we recruit a writing team for the proposal?
10. Do we know the proposal timeline and is it realistic for our organization?
11. Did we check on previous winners for this grant and do we have copies of win
ning grant proposals?
12. Have we established a review team for the proposal?
13. Did we line up all chief administrators and obtain their agreement to sign o
ff on the proposal?
14. Has the organization determined if it will use an electronic or a print appl
ication with the Federal Agency? If electronic, have we registered with e-grants
?
Internal Data Collection /Authentication
15. Is this opportunity aligned with our organizational mission, goals, and stra
tegy?
16. Do we have strong management support or sponsorship for the proposal?
17. Do we have resources, talent, and motivation to win this opportunity?
18. Have we identified a financial manager to supervise the distribution and acc
ounting for funds?
19. Have we assessed our partners and their resources as stated for this opportu
nity?
20. If we need additional resources, do we know where to get them?
21. Do we have a successful track record with government grants? Is it document
ed?
22. Does our organization have a relationship with the Federal agency funding th
is grant? With its state office?
23. Have we identified the differentiators that make our proposal unique?
24. Has the writing team been identified and work assigned by skills and experie
nce?
25. Are there any consequences of losing this grant opportunity?
26. Have we built the internal data collection, analysis and evaluation resource
s for the grant?
External Competitive Information
27. Do we know other organizations competing for this grant?
28. Do we know the profile of organizations that have won this grant in the last
3 years?
29. Does our solution involve new or untried technologies?
30. Did we successfully negotiate with partners the means to sustain this projec
t after the grant monies are spent?
31. Did we document our matching funds with all required agencies, and do we hav
e written endorsements that confirm this fact?
32. Will winning this grant open up new opportunities for our organization?
33. Who is our spokesperson to legislators, government agents or state office re
presentatives for this grant?
34. Is any competitor favored by the Federal agency decision makers?
35. Will winning this grant enhance our reputation?
36. << Add additional bid / no-bid criteria as needed >>

Total number of Yes responses
Total score (Maximum of 175 points)
Total number of scores rated as 1 (Disadvantage)
Total number of scores rated as UNK (unknown)
<< Determine your score and determine what will constitute a bid / no-bid decisi
on for your organization. For example, you might decide that a score of 80% and
no more than two potential opportunity killers will constitute a positive bid d
ecision.
This list is by no means a complete list of all bid / no-bid decisions you shoul
d make. Use this list as a starting point to create your own list of bid / no-b
id criteria. >>
<<Insert Page Title Here>>
Board of Directors
<<Company>> is proud to present our Board of Directors.
<< Occasionally, you may need to supply detailed information about board members
. In that case, add the Executive Bio template. >>
<<Company>> Board of Directors:
<<Name>>, Chairman
<<Affiliation or Company and Title (President, CEO, CIO, etc.)>>
<<Most Notable Biographical Details>>
<<Name>>, Vice-Chairman
<<Name>>, Secretary-Treasurer
Board Resolution
<< If you are required to include board resolutions in your proposal, include th
em here. This is typically required only by government grant proposals where yo
u have to show that your board of directors has made a resolution approving bidd
ing on a government grant. You may also need to provide this information as part
of the requirements of legal eligibility. >>
Date Passed: <<Insert the date the resolution was passed. >>
Board Resolution Approving << Insert what was approved >>:
<< Insert the text of the board resolution here. >>
Bonding Documents
This project requires the following bonds.
<< Use the Bonding Documents template to outline the bonding documents that are
required for this project. For example: subdivision bond, customs bond, bid bond
, performance bond, payment bond, certificate of principal, etc. This is a highlevel summary of the bond requirements, not copies of all of the completed bonds
. If required, you can attach copies of individual bonds to the proposal. >>
<< Bonding Document Name #1 >>
Issued by: << Agency or Company issuing the bond >>
Reference Number: << Unique identifier ID for the bond >>
Amount: << Dollar amount of bond >>
<< Description of bond. >>
Breakeven Analysis
The following table outlines <<Company>> s breakeven analysis.
<< Describe the highlights of your breakeven analysis to show how many of your p
roducts or services must be sold to make a profit. >>
Breakeven Analysis
Price Per Unit << Insert Price A >>
Per-Unit Variable Cost << Insert Cost B >>
Total Fixed Costs
<< Insert Cost C >>
Expected Unit Sales
<< Insert Count D >>
Total Variable Costs

<< Multiply D*B=E >>
Total All Costs << Sum E+C=F >>
Total Revenue << Multiply A*D=G >>
Profit << Sum G-F >>
Breakeven Unit Sales
<< Breakeven Count >>
<< The Breakeven Count is the number of units required to be sold where Profit =
0 (zero). This number should be less than your Expected Unit Sales.
If you require more information on creating a breakeven analysis consult your ac

countant or other financial information resources. >>
Budget
<< Insert a detailed budget for the company. You can also use the Cost Summary t
emplate at the beginning of the proposal to show just the overall costs, then de
tail them further in the Budget. Small proposals may only use one template or th
e other as you see fit. >>
Income Sources:
Annual Budgets Year 1 Year 2 Year 3
Assets
Cash
<< Insert $ >> << Insert $ >> <<
Accounts Receivable
<< Insert $ >> <<
<< List all other financial income. >> <<
t $ >>
TOTAL ASSETS: << A:Sum $ >> << A:Sum $
Insert $ >>
Insert $ >> << Insert $ >>
Insert $ >> << Insert $ >> << Inser
>>
<< A:Sum $ >>
Expenses
Accounts Payable
<< List all other expenses. >> << Insert $ >> << Insert $ >> << Insert $ >>
TOTAL EXPENSES: << E:Sum $ >> << E:Sum $ >> << E:Sum $ >>
Surplus (Deficit):
<<Sum A-E>>
<<Sum A-E>>
<<Sum A-E>>
Standard Disclaimer: The numbers represented above are to be used as an estimate

. The above Budget does in no way constitute a warranty of final price. Estimate
s are subject to change if specifications are changed, cost of doing business ch
anges or costs for outsourced services change before being locked in by a bindin
g contract.
Budget Information
Following is a summary of <<Company>> s budget information.
<< Describe in detail the information related to the budget, such as how much th
e total budget is, how much funding is being requested, and ownership details of
the project related to the funding. >>
<< Budget information can cover a lot of different types of information. This te
mplate is meant to be used when you have to supply a narrative description of a
budget, as opposed to a financial chart or table. Additional templates can be us
ed as required to expand on the budget information after the summary. Additional
templates are Budget, Project Budget, Balance Sheet, Income Projection, Funding
Request, Breakeven Analysis, Profit and Loss Statement, Sources of Funds, etc.
>>
Company Budget:
<< Include the details of your company s budget. For more extensive details, provi
de a summary here and also include the Budget template. >>
Project Budget:
<< Include the details of your proposed project s budget. For more extensive detai
ls, provide a summary here and also include the Cost Summary template. >>
Sources of Funds:
<< Include the details of your sources of funds. For more extensive details, pro
vide a summary here and also include the Sources of Funds template. >>
<< Give a general breakdown of the major budget items and costs. >>
By-laws
Please find attached below the Certificate of Incorporation for <<Company>>, as
well as a copy of our by-laws.
<< A Certificate of Incorporation is a legal document, issued by a specific stat
e, that defines a company's legal status and its right to operate as a corporati
on. Most states require companies to file Articles of Incorporation with the st
ate before they will issue a Certificate of Incorporation. By-laws are the rules
adopted by a corporation that spell out how that company will govern itself. Ar
ticles of Incorporation generally include the by-laws. Only include this informa
tion if required to do so. >>
Certificate of Incorporation
<< Insert a copy of your Certificate of Incorporation here. If this is a printed
document attach a copy to your proposal, or insert a scanned graphic of the ori
ginal certificate. >>
By-laws
<< Insert a copy of your company s by-laws here. >>
Article I - << Article Title >>
Section 1.01: << Section Title >>
<< Description of section >>
Article II - << Article Title >>

Article III - << Article Title >>
Capabilities
<<Company>> has the capabilities to complete this project. This is demonstrated
in the following ways:
<< Describe the capabilities your company currently has to support this project.
>>
<< Insert Capability #1. >>
<< Describe your company s experience in providing similar solutions in the past.
>>
<<Company>> has specialized in <<Insert major related field of expertise here>>
since <<Insert year>>. We have been cited by <<Insert independent reference her
e>> as a leader in the <<Insert industry name>> industry. Our staff is comprise
d of over <<Insert count>> members who specialize in <<Insert major related fiel
d of expertise here>> and devote ourselves to continual improvement to maintain
our leadership.
<< If your company is currently lacking in any capabilities, describe how you in
tend to overcome the deficiencies in order to perform the work and complete the
project. >>
<< Show areas of specialization that are relevant to this project. >>
<< Show how you can meet the required schedule. You can expand on this topic by
also adding the Production Schedule template. >>
<<Company>> maintains a staff of over <<Insert number of employees>> who will be
assigned to your specific project.
<< Show your concern for doing the job properly. >>
Capital Assets
Following is a list of major assets owned by <<Company>>.
A capital asset is defined as a tangible object having a useful life of << inser
t time >> years and has a value of at least << insert dollar value >>. Capital a
ssets are not intended to be held for investment purposes or held for resale.
<< Describe your company s capital assets. This is typically required only for gra
nts or business plans when you are seeking funding. Describe how you account for
capital assets and how your practice complies with government regulations. >>
Real Estate Property:
<< List all properties your company owns. >>
Buildings:
<< List all buildings your company owns. >>
Fixed Equipment:
<< List all key fixed equipment your company owns. >>
Movable Equipment:
<< List all key movable equipment your company owns. >>
<< Other asset types >>:
<< List all other asset types, such as collectibles, artwork, etc. >>
Case Study
The following <<Company>> case studies show how we have helped other companies w
ith similar needs.
<<Insert case study 1 name here>>
<<Insert the client s problem/goals/needs here>>
<<Insert what you did to solve the problem>>
<<Insert the quantifiable results the client realized here>>

Cash Flow Analysis

<< Insert a detailed cash flow analysis. The cash flow analysis is used to show
your actual cash flow, as opposed to intangibles such as assets and what is owed
to you. Detail how much actual cash is flowing into the business and flowing ou
t of the business. This version is set up for a single year: however, it can be
edited for use as a monthly cash flow analysis. >>
Cash Flow Analysis
<<CurrentYear>>
Income
Cash Reserves << Insert $ >>
Sales Income
<< Insert $ >>
Investment Income
<< Insert $ >>
<< List all other cash income. >>
<< Insert $ >>
TOTAL INCOME: << A:Sum $ >>
Expenses
Payroll << Insert $ >>
Utilities
<< Insert $ >>
Insurance
<< Insert $ >>
Taxes << Insert $ >>
Supplies
<< Insert $ >>
<< List all other expenses >> << Insert $ >>
TOTAL CASH EXPENSES:
<< E:Sum $ >>
Surplus (Deficit):
<< Sum A-E >>
Standard Disclaimer: The numbers represented above are to be used as estimates f

or the projects discussed. Estimates are subject to change if project specificat
ions are changed or costs for outsourced services change before being locked in
by a binding contract.
Cash Flow Analysis (3 Year)

<< Insert a detailed cash flow analysis. The cash flow analysis is used to show
your actual cash flow, as opposed to intangibles such as assets and what is owed
to you. Detail how much actual cash is flowing into the business and flowing ou
t of the business. >>
Cash Flow Analysis
Year 1 Year 2 Year 3
Income
Cash Reserves << Insert $ >> << Insert $ >> << Insert $ >>
Sales Income
Investment Income
<< List all other cash income >>
t $ >>
TOTAL INCOME:
<< A:Sum $ >>
<< A:Sum $ >>
<< A:Sum $ >>
Expenses
Payroll << Insert $ >> << Insert $ >> << Insert $ >>
Utilities
Insurance
Taxes << Insert $ >> << Insert $ >> << Insert $ >>
Supplies
<< List all other expenses >> << Insert $ >> << Insert $ >> << Insert $ >>
TOTAL CASH EXPENSES:
<< E:Sum $ >> << E:Sum $ >> << E:Sum $ >>
Surplus (Deficit):
<<Sum A-E>>
<<Sum A-E>>
<<Sum A-E>>
Standard Disclaimer: The numbers represented above are to be used as estimates f

or the projects discussed. Estimates are subject to change if project specificat
ions are changed or costs for outsourced services change before being locked in
by a binding contract.
Certificates
This project is legally required to obtain the following certificates and deposi
t guarantees in order to fulfill the requirements of the proposal.
<< Use the Certificates template to outline the certificates and guarantees requ
ired for the project. Examples include: import/export certificates for foreign c
ountries and guarantees that must be deposited before the requirements of the pr
oposal can be fulfilled, securities certificates and guarantees that apply to th
em, teaching certificates and guarantees of authenticity. >>
Certificates and Guarantees:
Certificate #1 - << Agency >> : << Name of Certificate #1 >>
<< Briefly describe the certificate needed and state how its requirements will b
e met, including the specific laws and the country it pertains to. >>
<< Briefly describe the guarantee needed and state how its requirements will be
met. >>
met. >>
met. >>
Certifications
<<Company>> is certified to perform the work required of this project. The follo
wing certifications have been acquired by <<Company>> from the appropriate agenc
y.
<< Use the Certifications template to outline the certifications you have acquir
ed that are required for the project. Government grants frequently require certi
fications to be included in the proposal. >>
Certifications:
Certification # << Insert certification #. >> - << Agency providing the certific
ation >>
Authority: << Federal, State, City, etc., list related act(s). >>
<< Briefly describe the certification and how it applies to this project. >>
<< Include a copy of the original certification if required by a government gran
t. Original copies are typically attached on their own pages in the proposal. >
>
ation >>
>
ation >>
>
Clients Served
Below is a list of some of the most important clients served by <<CustCompany>>.
<< Client #1 >>
<< Describe importance of this client. >>
<< Client #2 >>
<< Client #3 >>

<< The Clients Served template is used to describe your prospect's current (actu
al) customer base. Use this template to demonstrate your understanding of the ty
pes of customers your prospect is currently dealing with, and their importance t
o your client. Describe how your proposed project fits with the needs of your cl
ient's current customer base. >>
Client Summary
The Objective
<< Include a purpose statement that covers the problem and the central idea. Re
state the client s needs as determined by reading their RFP or your previous inter
view process. >>
Need #1: << Insert need # 1 statement here. >>
The Opportunity
<< Include the major points of analysis and identify the opportunity. Restate t
he client s goals you identified previously (via RFP, interview, etc.). >>
Goal #1: << Insert goal # 1 statement here. >>
The Solution
<< Include recommendations for both a solution and the steps required for action
. Summarize what you are proposing to do and how you are going to do it to meet
the goals. The full recommendation page can be added and expanded on. See the
Recommendations proposal document template. >>
Recommendation #1: << Insert recommendation # 1 statement. >>
Collaboration Letters
The following are letters of collaboration from the community, including << inse
rt where they are from in general, such as organizations, nonprofits, individual
s, corporations, etc. >>.
<< Use the Collaboration Letters template to outline letters of collaboration yo
u have received from other parties. Examples include organizations that have wri
tten letters stating collaboration with you regarding your proposal and that wil
l be providing assistance (time, materials, staff, money, etc.). Each actual let
ter of collaboration should be written on the collaborator s own letterhead and at
tached separately to your proposal. This template is typically used for governme
nt grants where you need to show proof of collaboration with a third party. >>
<< Insert where the letter is from (company, organization, etc.). >>
<< Insert contact name here. >>
Phone: << Insert contact phone here. >>
E-mail: << Insert contact e-mail here. >>
<< Insert URL to the organization s web site here. >>
<< Insert description of the tangible support that will be provided. >>
LETTER OF COLLABORATION
<< Optionally, insert copy of the original letter of reference here. Each letter
should start on a new page. Add page breaks as needed. You can also attach lett
ers at the end of the proposal or provide copies on request. >>
<< Insert where the letter is from (company, organization, etc.). >>
<< Insert contact name here. >>
Phone: << Insert contact phone here. >>
E-mail: << Insert contact e-mail here. >>
<< Insert URL to the organization s web site here. >>
<< Insert description of the tangible support that will be provided. >>
LETTER OF COLLABORATION
<< Optionally, insert copy of the original letter of reference here. Each letter
should start on a new page. Add page breaks as needed. You can also attach lett
ers at the end of the proposal or provide copies on request. >>
Collateral and Guarantees
The following personal and business assets will be guaranteed as collateral to t
he lender for providing the requested funding.
<< A business owner may have to personally guarantee the loan. Provide details h
ere. >>
<< Use the Collateral and Guarantees document for business plan funding proposal
s to list the personal and business assets you will pledge as collateral and sho
w how this pledge will be guaranteed. Assets to list are items the lender can se
ll in case of a failure to pay back the loan. Examples would be property, build
ings, vehicles, securities, inventory, etc. >>
Personal Assets:
<< Asset name >> - << Asset value >>
<< Asset owner and description of asset >>
Business Assets:
<< Description of asset >>
<<CurrentDate>>
To Whom it May Concern:
<< Insert a statement of support from the third party for the company submitting
the proposal. >>
<< Insert a statement of why the third party is giving support to the project. >
>
<< Insert a statement of the benefits the third party sees in the project. >>
<< If the third party is going to be lending material support for the project as
part of their commitment, include a statement of what will be provided by the t
hird party. >>
It is the opinion of this company to give our support for the project.
Sincerely,
<<Third
<<Third
<<Third
<<Third
<<Third
<<Third
Party
Party
Party
Party
Party
Party
First Name>> <<Third Party LastName>>

Job Title>>
Company>>
Work Phone>>
Email>>
Domain>>
Commitment Letters
The following are letters of commitment from the community, including << insert
where they are from in general, such as organizations, nonprofits, individuals,
corporations, etc.>>.
<< Use the Commitment Letters template to outline letters of commitment you have
received from your partners and sponsors. Examples include organizations that h
ave written letters in support of your proposal and will be providing assistance
(time, materials, staff, money, etc.). Note that providing letters of commitmen
t carries more weight than providing letters of support or a list of supporters.
Add firm commitments you have obtained for tangible materials to be delivered i
n support of the project. You can either attach your actual letters of commitmen
t to the proposal or provide them on request, separate from the proposal. >>
<<Insert where the letter is from (company, organization, etc.) >>

<<Insert contact name here>>
Phone: <<Insert contact phone here>>
E-mail: <<Insert contact e-mail here>>
<<Insert URL to their web site here>>
<<Insert description of the tangible support that will be provided.>>
LETTER OF COMMITMENT
<<Optionally, insert copy of the original letter of reference here. Each letter
should start on a new page. Add page breaks as needed. You can also attach lette
rs at the end of the proposal or provide copies on request. >>
<<Insert where the letter is from (company, organization, etc.) >>
<<Insert contact name here>>
Phone: <<Insert contact phone here>>
E-mail: <<Insert contact e-mail here>>
<<Insert URL to their web site here>>
<<Insert description of the tangible support that will be provided.>>
LETTER OF COMMITMENT
<<Optionally, insert copy of the original letter of reference here. Each letter
should start on a new page. Add page breaks as needed. You can also attach lette
rs at the end of the proposal or provide copies on request. >>
Committees
<<Company>> has a number of active committees. All committees are bound by a wri
tten charter approved by the board.
<< Describe the nature of the committees, how they are organized, when and where
they meet, and how they benefit the project or company. There are hundreds of v
ariations of names of committees; include the actual names of your company s commi
ttees below. Examples are Executive Committee, Audit Committee, Compensation Com
mittee, Science and Technology Committee, etc. >>
Committees:
<< Name of committee >> - << Name of the manager >>
<< Briefly describe the purpose of the committee. >>
<< Names of the committee members >>
<< URL on web site dedicated to this committee. >>

Community
This project is important to the community and requires its commitment and invol
vement.
<< Describe the community and how the various parties relate to the project. Thi
s template is typically used for government grant proposals that require you to
describe aspects of the project and how they relate to the community being serve
d. One example would be a school seeking funding for educational purposes, whose
community would be the student base and their families being served. Another ex
ample would be a health and human services grant to provide services to the comm
unity. >>
Community Involvement
<< Area of Involvement #1 >>
<< Describe the nature of the community involvement. >>
Community Benefits
<< Benefit #1 >>
<< Describe the benefit to the community. >>
<< Benefit #2 >>
<< Benefit #3 >>
Company History
About us - <<Insert information about your company history here>>.
<<Insert your mission statement here>>.

<<Insert your unique selling proposition (USP) here>>.
<<Insert significant industry developments by your company here>>.
<<Insert information about your production capabilities, equipment used and prod
uction capacity here>>.
<<Company>> was founded in <<Insert date here>> and employs <<Insert employee co
unt here>> people.
<<Company>> is headquartered in <<Insert headquarter location here>> and has off
ices in <<Insert additional locations here>>.
Products - <<Insert information about your products here>>.
Services - <<Insert information about your services here>>.
How to Contact <<Company>> - If you need to contact us for any reason you can re
ach us at:
<<Company>>
<<Address1>>
<<Address2>>
<<Country>>
Fax: <<Fax>>
E-Mail: <<Email>>
URL: <<Domain>>
Client contact: <<Insert team member name here>>
<<Insert team member title here>>
Phone: <<Insert team member phone here>>
Fax: <<Insert team member fax here>>
E-mail: <<Insert team member e-mail address here>>
Company Operations
The following is a description of <<Company>> s operations.
<< Briefly describe the various applicable aspects of your company s operations an
d philosophy. Depending on your industry, your company operations can vary drama
tically. The items outlined below cover the basics of company operations dealing
with people internally and externally and business processes internally and ext
ernally now and in the future. >>
Customer Service:
<< Describe your company s customer service philosophy and how it is implemented.
>>
Human Relations:
<< Describe your company s human resources philosophy and how it is implemented. >
>
Sales and Marketing:
<< Describe your company s sales and marketing philosophy and how it is implemente
d. >>
Supply Chain:
<< Describe your company s approach to supply chain management and how it is imple
mented. >>
Production Workflow:
<< Describe your company s approach to production of its products and services and
how it is implemented. >>
Technology:
<< Describe your company s approach to technology and how it is implemented. >>
Research and Development:
<< Describe your company s pursuit of research and development for the future and
how it is implemented. >>
Headquartered in <<City>>, <<State>> with << Insert number of employees >> emplo
yees.
<< Describe very briefly the company s key mission statement. >>
Comparison Chart
The following comparison chart outlines the differences between our various << p
roducts, services, etc. >>.
<< Use the Comparison Chart to more easily show the differences between multiple
choices. Examples of choices are products, services, competitors, etc. >>
<< Describe the choices listed and discuss the pros and cons of each choice. >>
Options << Choice 1 >> << Choice 2 >> << Choice 3 >> << Choice 4 >>
<< Insert Graphic>>
<< Insert Graphic>>
<< Insert Graphic>>
<< Insert Graphic>>
Price << Price >>
<< Feature 1 >> << Yes/No >>
<< Feature 2 >>
<< Feature 3 >>
<< Feature 4 >>
*** << Insert any special notes about the comparison chart choices. >>
Competitive Analysis
The following is our preliminary research based on information provided by <<Cus
tCompany>> and obtained from publicly available resources regarding competitors
of <<CustCompany>>. Our analysis compares your strengths and weaknesses relativ
e to each competitor and how the proposal addresses any problem areas.
<<Insert competitor #1 here>>
<<Insert brief description of competitor>>
<<Insert description of clients strengths over competitor here>>
<<Insert description of clients weaknesses over competitor here>>
<<Insert statement of how the proposal addresses any problems>>
Compliance Matrix
The following Compliance Matrix illustrates how <<Company>> satisfies each requi
rement to successfully complete the project.
1.
2.
3.
4.
5.
6.
Y/N
RFP Requirement
Y
Y
Y
Y
Y
Y
<<
<<
<<
<<
<<
<<
Restate
Restate
Restate
Restate
Restate
Restate
requirement>>
requirement>>
requirement>>
requirement>>
requirement>>
requirement>>
Satisfaction of Requirement
<<
<<
<<
<<
<<
<<
State
State
State
State
State
State
how
how
how
how
how
how
you
you
you
you
you
you
will
will
will
will
will
will
meet
meet
meet
meet
meet
meet
it
it
it
it
it
it
>>
>>
>>
>>
>>
>>
<< It is important to show that you have addressed all the requirements in an RF
P. Use this table as a quick reference to make sure that all required items have
been considered and included in the proposal. To begin, copy requirements as li
sted in the RFP. Next, fill in the Satisfaction of Requirement with additional i
nformation you have received from the client. >>
<< Use this template to make sure that you have dealt with all of the client's r
equirements. This is especially important when responding to an RFP that include
s key criteria that must be met. Use this template along with the RFP Cross Refe
rence. You can also use this template as your own product compliance matrix to s
how how your product rates against competing bidders' products. There are many v
ariations on compliance matrices: the following is only one format for a Complia
nce Matrix table. Alter the columns and headings as applicable to your proposal.
>>
Constituency
Following is a list of our constituency members and organizations. Funding for t
he project will provide both short- and long-term benefits to constituency membe
rs.
<< Describe the constituency your company or organization is associated with. Wh
ile a constituency is usually related to politics, it is also any group, body, o
r organization with shared attributes such as a company s customer base, sharehold
ers, or an organization s donors or members it serves. This template is typically
used for grant proposals. One example would be a school seeking funding for educ
ational purposes whose constituency would be the student base being served. >>
<< Organization / Group / Location Name #1 >>
Size: << Size of constituency >>
Representative: << Representative name or primary contact >>
Web site URL: << Web site URL for organizations, groups, etc. >>
Project Constraints
The following constraints have been imposed on this project. Constraints determ
ined to have an effect on our proposal are included below.
<< Insert your descriptions of constraints, the effect they will have on the pro
ject and how you plan to account for them. Examples of constraints include budg
ets, staffing, available resources, existing infrastructure which must be worked
around, deadlines, etc. >>
Constraint #1
Description: << Insert description of the constraint. >>
Effect: << Insert description of the effect this constraint will have on the pro
ject. >>
Mitigation: << Insert description of mitigating factors you will incorporate int
o the proposal to account for the constraint. >>
Constraint #2
ject. >>
Constraint #3
ject. >>
Consulting
<<Company>> will provide the following consulting services to <<CustCompany>>.
<< Briefly describe your consulting background, qualifications, and experience.
List the members of your staff and outline their years of experience. >>
Our consulting clients include << insert list of companies you have consulted fo
r >>.

<<CurrentDate>>
<<CustFirst>> <<CustLastName>>
<<CustTitle>>
<<CustCompany>>
<<CustAddress1>>
<<CustAddress2>>
<<CustSalutation>> <<CustLastName>>:
<<Company>> has consulted with the << Insert the government agency contact perso
n s title >> regarding available funding for the << Insert the name of the project
you are applying for >>.
The << Insert the government agency contact person s title >> has verified that ou
r application conforms with the << Insert the name of the government requirement
, such as an Act or plan you must comply with to be eligible >>.
<< If further proof or information is required by the government RFP regarding y
our contact and consultation with the required government agency, include that i
nformation here or as an extra attachment to the proposal. >>
Sincerely,
<<FirstName>> <<LastName>>
<<JobTitle>>
<<Company>>
<<WorkPhone>>
<<Email>>
<<Domain>>
Contingencies
<< Use the Contingencies template to outline all of the contingencies that must
be removed to finalize a deal. This template is intended for use when buying or
selling a business or property. >>
The following contingencies must be removed in order for the agreement to become
binding.
<< List all of the contingencies that must be removed, such as securing financin
g, buyer inspections, review of financials, leasehold rights, inspection of inve

ntory, etc. >>
<< Describe what will happen in the event all contingencies cannot be removed. >
>
List of Contingencies
<< Contingency title >>
<< Description of the contingency. >>
<< Describe buyers
and sellers responsibilities. >>
<< Timeframe when contingency will be addressed. >>

<< Describe buyers

<< Describe buyers
Contingency Planning
Our risk analysis has determined there are contingencies that should be planned
for as part of the project design. We feel that <<CustCompany>> is best served
by providing a plan which accounts for the eventualities of the real world. The
following is our initial assessment of contingencies that should be planned for
. No guarantees are made that this list is complete, however we have identified
key contingencies that should be planned for.
<< Insert your list of possible contingencies that should be planned for. For e
xample, if the operation of the final project depends on a highly specialized co
mponent, there should be a contingency plan in place to have spare parts on hand
and trained staff able to make repairs. Another example would be if a mission
critical application depends on a database, there should be a contingency plan i
n place to recover from hard drive failure and corruption of the database. >>
Contingency Plan #1
Cause & Effect: << Insert description of a situation which can cause a problem.
>>
Location: << Insert description of component or location where problem can occur
. >>
Mitigation: << Insert description of steps that can be taken to help avoid the p
roblem. >>
Resolution: << Insert description of how to resolve the problem if it does occur
. >>
Contingency Plan #2
>>
. >>
roblem. >>
. >>
Contingency Plan #3
>>
. >>
roblem. >>
. >>
Contract and Terms

<<Insert your contract and terms text here. We have included a generic services
agreement you can use if it is applicable to your situation. Due to the comple
xity and legal implications of contracts, you will need to consult an attorney f
or contracts if you do not already have one. It is highly advised you seek prof
essional council for any contracts you obtain from 3rd parties or alter yourself
. While this is not legal advice, do be aware that the entire proposal itself a
nd all statements made can be considered part of the contract and you may be hel
d accountable for everything in your final proposal and contract. Consult an at
torney specializing in your industry for assistance>>
SERVICES AGREEMENT
THIS AGREEMENT is made this <<CurrentDay>> day of <<CurrentMonth>>, <<CurrentYea
r>> by and between <<Company>> ( Company ) and <<CustCompany>> ( Customer ).
Recitals
A.
Company has experience and expertise in << Insert a description of the t
ype of services you have experience in providing >>.
B.
Customer desires to have Company provide services for them.
C.
Company desires to provide services to Customer on the terms and conditi
ons set forth herein (the Services ).
Agreements
In consideration of the mutual covenants set forth in this Agreement, Cu
stomer and Company hereby agree as follows:
1. Services Rendered.
Company agrees to render and be compensated for the Services according to the te
rms listed on Exhibit A attached hereto.
2. Scope of Work.
Company agrees to provide Services pursuant to the Scope of Work set forth in Ex
hibit B attached hereto (the Scope of Work ).
3. Delivery of Services.
Company will use reasonable diligence in the rendering of the Services. Customer
acknowledges, however, that any stated delivery deadline and the other payment
milestones listed in Exhibit A are estimates and are not required delivery dates
.
4. Ownership Rights.
Customer shall retain all of its intellectual property rights in any text, image
s or other components it owns and transmits to Company for use in the Services.
Customer shall hold the copyright for the agreed-upon version of the Services as
delivered, and Customer s copyright notice may be displayed in the final version.
Company retains exclusive rights to pre-existing material it uses in Customer s pr
oject(s). Customer does not have right to reuse, resell or otherwise transfer ma
terial owned by Company or third parties. Company s materials shall be defined as
set forth in Exhibit C, attached.
5. Compensation.
For all of Company s services under this Agreement, Customer shall compensate Comp
any, in cash, pursuant to the terms of Exhibit A attached hereto. In the event C
ustomer fails to make any of the payments referenced in Exhibit A by the deadlin
e set forth in Exhibit A, Company have the right, but is not obligated, to pursu
e any or all of the following remedies: (1) terminate the Agreement, (2) remove
or withhold services or deliverables, or (3) bring legal action.
6. Confidentiality.
Customer and Company acknowledge and agree that the Scope of Work and all other
documents and information related to the development of the Services (the Confide
ntial Information ) will constitute valuable trade secrets of Company. Customer sh
all keep the Confidential Information in confidence and shall not, at any time d
uring or after the term of this Agreement, without Company s prior written consent
, disclose or otherwise make available to anyone, either directly or indirectly,
all or any part of the Confidential Information. Excluded from the Confidential
Information definition is anything that can be seen by the public.
7. Limited Warranty and Limitation on Damages.

Company warrants the Services will conform to the Scope of Work. If the Services
or Deliverables do not conform to the Scope of Work, Company shall be responsib
le to correct the Services or Deliverables without unreasonable delay, at Compan
y s sole expense and without charge to Customer, to bring the Services or Delivera
bles into conformance with the Scope of Work. This warranty shall be the exclusi
ve warranty available to Customer. Customer waives any other warranty, express o
r implied. Customer acknowledges that Company is not responsible for the results
obtained by Customer on the Services. Customer waives any claim for damages, di
rect or indirect, and agrees that its sole and exclusive remedy for damages (eit
her in contract or tort) is the return of the consideration paid to Company as s
et forth in Exhibit A attached hereto.
8. Independent Contractor.
Company shall be retained as an independent contractor. Company will be fully re
sponsible for payment of its own income taxes on all compensation earned under t
his Agreement. Customer will not withhold or pay any income tax, social security
tax, or any other payroll taxes on Company s behalf. Company understands that it
will not be entitled to any fringe benefits that Customer provides for its emplo
yees generally or to any statutory employment benefits, including without limita
tion, worker s compensation or unemployment insurance.
9. Equipment.
Customer agrees to make available to Company, for Company s use in performing the
services required by this Agreement, such items of hardware and software as Cust
omer and Company may agree are reasonably necessary for such purpose.
10. General Provisions.
10.1 Entire Agreement.
This Agreement contains the entire agreement between the parties relating to the
subject matter hereof and supersedes any and all prior agreements or understand
ings, written or oral, between the parties related to the subject matter hereof.
No modification of this Agreement shall be valid unless made in writing and sig
ned by both of the parties hereto.
10.2 Governing Law.
This Agreement shall be governed by and construed in accordance with the laws of
the State of <<State>>. Exclusive jurisdiction and venue shall be in the <<Coun
ty>> County, <<State>> Superior Court.
10.3 Binding Effect.
This Agreement shall be binding upon and inure to the benefit of Customer and Co
mpany and their respective successors and assigns, provided that Company may not
assign any of its obligations under this Agreement without Customer s prior writt
en consent.
10.4 Waiver.
The waiver by either party of any breach or failure to enforce any of the terms
and conditions of this Agreement at any time shall not in any way affect, limit,
or waive such party s right thereafter to enforce and compel strict compliance wi
th every term and condition of this Agreement.
10.5 Good Faith.

Each party represents and warrants to the other that such party has acted in goo
d faith, and agrees to continue to so act, in the negotiation, execution, delive
ry, performance, and any termination of this Agreement.
10.6 Right to Remove Services.
In the event Customer fails to make any of the payments set forth on Exhibit A w
ithin the time prescribed in Exhibit A, Company has the right to remove or withh
old the Services or Deliverables until payment in full is made, plus accrued lat
e charges of 1 % per month.
10.7 Indemnification.
Customer warrants that everything it gives Company to use in the delivery of the
Services or any deliverable is legally owned or licensed to Customer. Customer
agrees to indemnify and hold Company harmless from any and all claims brought by
any third party relating to any aspect of the Services, including, but without
limitation, any and all demands, liabilities, losses, costs and claims including
attorney s fees arising out of injury caused by Customer s products/services, mater
ial supplied by Customer, copyright infringement, and defective products sold vi
a the Services or Deliverables.
10.8 Use of Services for Promotional Purposes.
Customer grants Company the right to reference the Services or Deliverables or t
he Customer s name for promotional purposes and/or to cross-link it with other Ser
vices offered by Company.
10.9 No Responsibility for Theft.
Company has no responsibility for any third party taking, stealing, destroying
or otherwise ruining all or any part of the Services or Deliverables rendered un
der this Agreement.
10.10 Attorney s Fees.
In the event any party to this Agreement employs an attorney to enforce any of t
he terms of the Agreement, the prevailing party shall be entitled to recover its
actual attorney s fees and costs, including expert witness fees.
10.11 Identification of Company.
Customer agrees that Company s identification may be associated with the Services
or Deliverables as the creators. Customer also agrees to put Company s copyright n
otices on the Services or Deliverables and the relevant content therein.
10.12 No Responsibility for Loss.
Company is not responsible for any down time, lost files, improper links or any
other loss that may occur from any service or deliverable related to Company s wor
k or the rendering of the Services or Deliverables.
10.13 Transfer of Rights.
In the event Company is unable to continue maintenance of the Services, Customer
shall have non-exclusive rights to use pre-existing material (see Exhibit C) ow
ned by Company in connection with Customer s Services.
The parties represent and warrant that, on the date first written above, they ar
e authorized to enter into this Agreement in its entirety and duly bind their re
spective principals by their signatures below:
EXECUTED as of the date first written above.
<<CustCompany>>
By: ________________________________
Title: _______________________________
Date signed: _________________________
<<Company>>
By: ________________________________
Title: ______________________________
Date signed: _________________________
Contractors
<<Company>> has access to a wide range of contractors. We have selected the fol
lowing contractors who have specialized experience with the various components o
f the project.
<< Explain the benefits of using these contractors, such as reducing costs by ke
eping staffing requirements lower and temporary, expanding the range of abilitie
s your company can offer over competitors who may not have access to the same sp
ecialized services, etc. >>
List of Contractors:
<< Insert contractor #1 organization name. >>
<<Name>>, <<Title>>
Phone: <<Phone #>>, E-mail: <<E-mail Address>>
<<Web site URL>>
<< Insert a description of why this contractor has been selected. >>
<<Name>>, <<Title>>
<<Web site URL>>
<<Name>>, <<Title>>
<<Web site URL>>
Coordination
<<Company>> is coordinating with << insert a description of other parties you ar
e coordinating with >>.
<< Insert a description of what is being coordinated. Examples could be funding
, staffing, delivery of project materials, training, etc. >>
<< Describe any other parties being coordinated with regarding this project. Exa
mples could be other agencies, companies or organizations that will be providing
funding or material support. Some government RFPs require you to declare any ot
her agencies you are coordinating funding with. >>
Agencies Being Coordinated
<< Insert name and
<< Insert name and
<< Insert name and
With:
division of the agency. >>
Other Parties Being Coordinated With:

<< Insert name of the other party. >>
Cost/Benefit Analysis
Included is the detailed cost/benefit analysis for the project. The costs for t
he development, operations and on-going maintenance of the project vs. the benef
its are summarized for a 5 year period.
Description
Total Costs
Benefits
Net
Ratio
ROI
Year 1 Year 2 Year 3 Year 4 Year 5 Total
<<If you have detailed cost/benefit analysis data, tables, graphs, graphics, out
put from Cost/Benefit Analysis software, etc. include it here. Include the tota
l project cost for a time period and the total income expected to be generated a
nd/or saved during the period. This can be converted into the expected ROI (Ret
urn on Investment) of the project. You should be able to show that the ROI is h
igh enough to justify the project. If monetary ROI is low then the benefits sho
uld be tangible enough to show a valid reason for developing the project. The T
otal Costs is the total cost of production, operations and on-going maintenance.
The Benefits are the financial benefits to the customer such as income generat
ed, cost savings, etc. The Net is the Benefits minus the Costs. The Ratio is t
he net divided by the Costs. The ROI is the Ratio times 100.
For example, Total costs for a year are $10,000. Total benefits for a year are
$15,000. The Net is $5000. The Ratio is .5 and the ROI is 50%>>.
Cost Effectiveness
<<Company>> is committed to providing a cost-effective solution that meets or ex

ceeds the requirements of the project.
<< Describe in detail why your solution is cost-effective, and outline these are
as. A cost-effective solution is not always the lowest-cost solution. Show wher
e you provide a high value for the price, both for the current budget and for fu
ture maintenance costs. >>
The project is cost-effective in a number of different areas:
<< Insert Cost-Effective Reason #1. >>
<< Describe why alternate options for the project were considered and deemed not
cost-effective. >>
<< Supplement this template with the Return on Investment and Cost Benefit Analy
sis template as needed if you want or need to provide more detailed financial in
formation to show how cost-effective your solution is. You may need to provide p
roof that your claims of cost-effectiveness are legitimate and reasonable. >>
Total Cost of Ownership
The Total Cost of Ownership is an estimate of the total expense <<CustCompany>>
may incur for this project, including possible future costs outside the scope of
the project that may not be included in the Cost Summary. TCO information is i
ncluded as a best guess estimate to assist <<CustCompany>> in determining total co
sts involved with the project beyond the direct cost of the project.
<< Add up the total cost of the products and services you propose to deliver (th
e total cost of your proposal). Next, try to identify additional costs the custo
mer will incur outside the scope of the project and after the terms of the contr
act have been met. Use the Total Cost of Ownership template to expand on the Cos
t Summary or Budget information you've provided. The Total Cost of Ownership (TC
O) is meant to give the customer a long-range plan of costs, beyond just the cos
ts for the scope of the project. If you can help your prospect understand the to
tal cost of ownership, your proposal may have leverage over others bidding on th
e project, and you will have an opportunity to address hidden costs up front wit
h the customer. Your customers will try to determine this on their own and other
bidders may attempt to hide this information. If done correctly, being up front
with a customer in assessing total costs can improve your chances of winning th
e proposal. TCO costs can incorporate capital purchases, user training, customer
support, administration overhead, maintenance and repair, retooling, and other
hidden costs. >>
Project Costs (In Scope of Proposed Project)
Price
Total estimated project costs (see proposal Cost Summary):
>
Additional Costs (Outside Scope of Proposed Project)
Total estimated additional costs during scope of project:
<< Insert Cost >
<< Describe extra costs such as retooling, training, office supplies, lost produ
ctivity during installations, etc. >> << Insert Cost >>
Long-Term Costs (1 year):
<< Describe extra costs expected for one year after the end of the project, such
as equipment repairs and maintenance, software upgrades, administration overhea
d, etc. >>
<< Insert Cost >>
<< List additional costs as your analysis suggests. >> << Insert Cost >>
TOTAL AMOUNT
<< Insert total >>
TOTAL MONTHLY AMOUNT
<< Insert total >>
TOTAL YEARLY AMOUNT
<< Insert total >>
for the projects discussed. The above Total Cost of Ownership includes an estim
ate of costs outside the scope of the proposed project. Costs are a "best guess"
analysis and are outside the control of <<Company>>.
Cost Summary
Development Costs
Price
Project Development
License Fees
Equipment Costs
<< Insert cost types here >>
<< Insert Cost >>
<< Insert Cost >>
Total Development Costs:
<< Insert Cost >>
Ongoing Yearly Costs

<< Insert total >>
Other Service Fees
<< Insert Cost >>
Total Ongoing Yearly Costs:
Ongoing Monthly Costs << Insert total >>
Maintenance costs / monthly and/or yearly
3rd Party Services
<< Insert Cost >>
<< Insert Cost >>
Total Ongoing Monthly Costs:
Miscellaneous Costs:
<< Insert total >>
Training
Travel
Marketing & Services
Shipping/Handling
<< Insert Cost >>
<< Insert Cost >>
<< Insert Cost >>
<< Insert Cost >>
Total Miscellaneous Costs:
<< Insert total >>
TOTAL AMOUNT
<< Insert total >>
TOTAL MONTHLY AMOUNT
<< Insert total >>
TOTAL YEARLY AMOUNT
<< Insert total >>
for the projects discussed. The above Cost Summary does in no way constitute a
warranty of final price. Estimates are subject to change if project specificati
ons are changed or costs for outsourced services change before being locked in b
y a binding contract.
<<CurrentDate>>
<<CustTitle>>
<<CustCompany>>
<<CustAddress1>>
<<CustAddress2>>
<<CustSalutation>> <<CustLastName>>,
<<Briefly describe your strategy and why you are submitting the proposal here>>.
<<Briefly state your unique selling proposition (USP) that solves the customer s p
roblem and optionally hook them with anything extra you thought of>>.
<<Briefly reference RFP and project name, state how long proposal is valid for a
nd introduce the primary contact person between client and your company>>.
Sincerely,
<<JobTitle>>
<<Company>>
<<WorkPhone>>
<<Email>>
<<Domain>>
<<CurrentDate>>
<<CustTitle>>
<<CustCompany>>
<<CustAddress1>>
<<CustAddress2>>
<<Briefly introduce yourself to the lender>>.
<<Briefly describe your business strategy and why you are submitting the busines
s plan funding proposal here. Describe the amount of funding you are requesting.
>>.
<<Briefly describe the benefits to the lender whom you are asking to fund your b
usiness, such as the bank or investor you are submitting this to. Show a positiv
e return on investment or other tangible benefit to the lender. There are many d
etailed financial documents that you can submit within the proposal itself to ex
pand on this such as Cash Flow Analysis, Budgets, Profit and Loss Statements, et
c.>>
<<Briefly state your unique selling proposition (USP) and provide a positive and
upbeat statement about the future of your business>>.
<<Add a call to action statement asking the lender to review your attached propo
sal.>>
Sincerely,
<<JobTitle>>
<<Company>>
<<WorkPhone>>
<<Email>>
<<Domain>>
Date: <<CurrentDate>>
Name:
<<Company>>
Address:
<<Address1>>
<<Address2>>
(PH) <<WorkPhone>>
(FX) <<Fax>>
<<Domain>>
Project name:
<< Insert name of your proposed project. >>
Reason for grant: << Insert short description of the grant request and what the
grant is to be used for. >>
Grant request: << Insert dollar amount being requested. >>
Tax status:
<< Insert your tax-exempt status, i.e. do you have IRS 501(c)(3)
exempt status? >>
Total company budget:

Dates covered by budget:
>>
Total project budget:
Dates covered by project
>>
<< Insert your total company budget. >>

<< Insert the dates your company budget covers.
<< Insert your total project budget. >>
<< Insert the dates your project budget covers.
Director:
<<Director s First Name>> <<Director s Last Name>>, <<Director s Job T
itle>>
<<Director s E-mail Address>>
Contact:
<<FirstName>> <<LastName>>, <<JobTitle>>
<<Email>>
<< Many grant funders will require a list of items to be included in a cover she
et. Update this cover sheet as needed if you are given explicit instructions by
a grant funder. The cover sheet is a short, one page summary at the beginning of
your grant proposal. >>
Credentials
<<Company>> is qualified to perform the work required of this project. The follo
wing credentials, such as licenses and certifications, have been acquired by <<C
ompany>>. Our staff has been certified and/or licensed as required by the follo
wing agencies and organizations.
<< Use the Credentials template to outline the licenses and certificates you hav
e acquired that are required for the project. Credentials can be certifications,
accreditations, professional degrees, licenses, etc. >>
Licenses:
License # << Insert license # >> - << Agency providing the license >>
Authority: << Federal, State, City, etc., list related act(s) >>
<< Briefly describe the license and how it applies to this project. >>
License # << Insert license # >> - << Agency providing the license >>
<< Briefly describe the license and how it applies to this project. >>
Certifications:
Certification # << Insert certification # >> - << Company providing the certific
ation >>
Certification # << Insert certification # >> - << Company providing the certific
ation >>
Professional Degrees:
<< Type of professional degree >> - << Institute providing the degree >>
<< Briefly describe the degree and how it applies to this project. >>
<< Type of professional degree >> - << Institute providing the degree >>
<< Briefly describe the degree and how it applies to this project. >>
Credit History
<< Describe your credit history. The data should match any independent audits of
your credit history by 3rd party credit reporting agencies. >>
<< If there are any discrepancies in your reported credit history, explain them
here. >>
Name: <<FirstName>> <<LastName>>
Address: <<Address1>>, <<Address2>>, <<City>>, <<State>> <<PostalCode>>
Email: <<Email>>
Revolving Accounts:
<<Account Name>>
Balance: << Balance >>
<<Account Name>>
<<Account Name>>
Installment Accounts:
<<Account Name>>
<<Account Name>>
<<Account Name>>
Other Accounts:
<<Account Name>>
<<Account Name>>
<<Account Name>>
Accounts in Collections:
<<Account Name>>
<<Account Name>>
<<Account Name>>
RFP Cross Reference
The details requested in the RFP are cross referenced to our proposal. Refer to
the pages and paragraphs below to find each point requested in the original RFP
cross referenced to where that information can be found in this proposal docume
nt.
<< Insert the locations of points to be answered per the RFP and the correspondi
ng locations of where those points are answered in your proposal. This informat
ion is used to aid the reviewer of your proposal to easily find all of the reque
sted information. This template is only used when responding to an RFP with a l
engthy proposal. >>
RFP: Page << Insert page >>, Paragraph << Insert paragraph >>
Topic: << Insert topic of that section of the RFP >>
Proposal: Page << Insert page >>, Paragraph << Insert paragraph >>
Customer Service
<<Company>> is a customer-driven company. Every step of the way from pre-sales i
nformation gathering, order placement and fulfillment, to product and services s
upport, we make it easy for customers to reach us and get the help they need.
We employ a dedicated team of << Insert number of employees >> customer service
agents.
<< Describe your company s customer service, such as how you deal with customers d
uring all stages of the business process and how customer service agents are tra
ined to deal with customers. >>
Accessibility:
<< Describe the ways in which customer service is available, such as by phone, f
ax, e-mail, the times of day support is available, and the average response time
. >>
Information Gathering:
<< Describe the ways in which customer support is available and handled for pros
pective buyers during the pre-sales or information-gathering stage. >>
Sales Process:
<< Describe the ways in which customer support is available and handled for buye
rs during the sales process. >>
Order Fulfillment:
<< Describe the ways in which customer support is available and handled for cust
omers when the order has been completed. Include returns, warranties, automated
shipment tracking, etc. >>

Product and Service Support:
<< Describe the ways in which customer support is available and handled for buye
rs after purchase. Include technical support, upgrades, etc. >>
Research and Feedback:
<< Describe the ways in which customer support is analyzed and improved. Include
customer feedback, surveys, etc. >>
Representatives:
<< Describe the ways in which your customer support representatives are trained
and the level of decision-making they are allowed when dealing with customers. >
>
Customer Support
The following standard support plans are available from <<Company>>. Support pl
ans can be further tailored to specifically meet your needs.
<< Show how your customer support plans are organized. List the support plans, c
osts, durations, and items included which the client may choose from. Add any in
formation that will help the client make the decision. Ongoing support plans may
be provided as part of the original contract or by a separate support and maint
enance agreement. >>
Basic Support Plan: << $ Plan Cost >>
<< Description of support plan. >>
<< Duration of support plan. >>
<< Items included in plan. >>
Enhanced Support Plan: << $ Plan Cost >>
Premium Support Plan: << $ Plan Cost >>
Data Management
<<Company>> has instituted the following data management plan to ensure the inte
grity, security, and timely access to the project data. The data generated by an
d for this project is a valuable and irreplaceable resource and this plan will b
e followed to ensure recovery in the unlikely event of a worst-case failure.
<< Describe in general the data created for this project and its importance. >>
Data Storage:
<< Describe the physical form of the data, formats used, and physical storage lo
cation of the data. Examples include digital data files, hard copy paper documen
ts, storage in company s or client s office, offsite storage in a data center, etc.
>>
Data Integrity:
<< Describe how the integrity of the data is maintained. Examples include data r
edundancy, testing of all data inputs, periodic data maintenance and testing, et
c. >>
Data Security:
<< Describe company policies regarding the storage of sensitive data on laptops
or other media that may be taken offsite. >>
<< Describe how data is secured. Examples include data encryption, hardware and
software protection, restricted physical access to servers, etc. >>
Data Backup:
<< Describe how data is backed up, stored, and archived. Examples include RAID s
torage, nightly tape backups, secure offsite storage, etc. >>
<< Describe data recovery procedures in case of failure, and explain the expecte
d lifespan of archived data if using physical media that can degrade over time o
r become obsolete. >>
Data Availability:
<< Describe how data from the project is made available for use. Examples includ
e SQL database access, restricted access depending on security level, some data
for public availability while reserving other data for internal use only, etc. >
>
Outstanding Debts
The following table lists all outstanding debts and related information.
<< Use the Outstanding Debts template to list all of your (or your company s) debt
s, including credit cards, credit lines, loans, etc. If explanations are require
d, include them in the comments. >>
Creditor
Balance Payment Adjusted Payment
Rate Comments
Due Date
Interest
Totals: $
N/A
N/A
N/A
Definitions
This appendix contains the definitions for special terms used in this proposal.
Within the context of this proposal, key words and phrases with potential for mu
ltiple meanings have the precise meanings defined below.
<< Define the vocabulary terms specific to your company or industry. Your goal s
hould be to avoid confusion by stating the exact definitions you intend for the
key words and phrases used in your proposal. >>
<<Definition
<<Definition
<<Definition
<<Definition
<<Definition
<<Definition
<<Definition
<<Definition
<<Definition
<<Definition

Project Deliverables
The following is a complete list of all project deliverables as stated in the co
ntract and proposal.
<<Insert
<<Insert
<<Insert
<<Insert
<<Insert
<<Insert
deliverable
deliverable
deliverable
deliverable
deliverable
deliverable
#1>>
#2>>
#3>>
#4>>
#5>>
#6>>
<<Insert
<<Insert
<<Insert
<<Insert
<<Insert
<<Insert
brief
brief
brief
brief
brief
brief
description>>.
description>>.
description>>.
description>>.
description>>.
description>>.
Design
Following is a description of our project design including how the project will
be developed, a timeline of events and reasons for why we suggest designing the
project as described.
<< There are many templates covering various aspects of a project. Some response
s to RFPs and grant proposals require a Project Design summary. You can further ex
pand on aspects of the project design using additional templates such as Technic
al Approach, Time Line, Installation Schedule, Expected Results, etc. >>
Research:
<< Describe existing research or studies to gather information required by the p
roject. >>
How the project will be designed:
<< Describe the details of how the project will be designed and managed from sta
rt to finish. >>
Project schedule:
<< Describe the time line for events within the scope of the project from start
to finish. >>
Reasons for project design:
<< Describe your reasons for designing the project as you have proposed. You may
have to justify why you have chosen your unique approach. >>
Expected results:
<< Describe the results expected from the project and why your approach should a
chieve those results. >>
Disaster Recovery Plan
Listed below are the disaster recovery methods we propose to ensure continuity o
f your business.
<< Disaster recovery is always an important consideration for any project. Disas
ter recovery planning can be related to anything from loss of data on a client s h
ard drives to loss of key suppliers of materials to loss of physical infrastruct
ure due to weather. Disaster recovery planning is done to ensure continuity of t
he business. If there are specific statutes or regulations you are required to m
eet, list them. Disaster recovery planning can be a very complex subject. This d
ocument is intended to highlight issues that will be considered in your proposal
and to demonstrate how you are best suited to address these issues. >>
<< Disaster Issue #1 >>
<< Description of potential disaster that could occur. >>
<< Description of how disaster could impact the project or business. >>
<< Description of how you propose to mitigate the effects of this type of disast
er. >>
<< Description of outcome of disaster planning project (testing plans, evaluatio
n plans, recovery strategy, training. >>
<< Description of personnel requirements and contacts (managers, employees, team
s, third parties). >>
<< Disaster Issue #2 >>

<< Description of potential disaster that could occur. >>
<< Description of how disaster could impact the project or business. >>
<< Description of how you propose to mitigate the effects of this type of disast
er. >>
<< Description of outcome of disaster planning project (testing plans, evaluatio
n plans, recovery strategy, training. >>
<< Description of personnel requirements and contacts (managers, employees, team
s, third parties). >>
Disclaimers
<<Insert your product/service disclaimer text here. Due to the complexity and l
egal implications of this type of information, you will need to consult an attor
ney for contracts if you do not already have one. It is highly advised you seek
professional council for any contracts you obtain from 3rd parties or alter you
rself. While this is not legal advice, do be aware that the entire proposal its
elf and all statements made can be considered part of the contract and you may b
e held accountable for everything in your final proposal and contract. Consult
an attorney specializing in your industry for assistance. Since disclaimers are
usually designed to protect you in the event of a product or service failure, y
ou should seek legal council specializing in your industry. This is very specia
lized and specific information that can not be supplied in a simple boilerplate
page>>
Disclosures
<< Use the Disclosures document to outline any disclosures needed for the propos
al. Examples would be disclosures required by the proposal (state or federal), d
isclosures to be incorporated into the final proposal, or just general company d
isclosures. >>
<< If you are required by law to make any disclosures in your proposal or busine
ss plan, include them here. Examples would be state and federal disclosures. Not
e that if you are trying to use a business proposal to sell stock or securities,
you need to contact a business attorney licensed to practice that type of busin
ess law, as there could be legal documents you must submit and special procedure
s you must adhere to. >>
<< There are many types of disclosures, depending on your industry and project.
List any that are appropriate for the proposal. You can also use this template t
o outline a list of disclosures that you will need to produce for the final proj
ect, but which the person reviewing this proposal may not need. For example, if
you are creating a web site for a bank or are selling real estate, you might use
this template to list all the disclosures that you are required to post. Someti
mes disclosures are general company policies, not legal requirements such as pri
vacy policies, trademark notices, and business continuity plans. Sometimes discl
osures are used to tone down marketing hype (i.e.,
results may vary ). >>
<< Disclosure title >>

<< Describe the details of the disclosure. >>
<< State why the disclosure is required. >>
Dissemination
To ensure the results of the project are broadly disseminated, <<Company>> will
be performing the following activities to release << insert description of what
is being disseminated >>.
<< Describe in general the activities that will occur to disseminate the informa
tion. Examples could be posting information online for downloading, printing and
mailing packages of information, providing phone support and email support pers
onnel for a limited time, holding seminars or workshops, etc. >>
<< The Dissemination template is used to describe how information will be shared
with another party. This may be used in government grants to share the results
of a project with other institutions, students, etc. >>
Dissemination Activities:
<< Name of activity >>
<< Describe how the information will be disseminated. >>
Distribution
Following is the scope of <<Company>> s distribution network. Our products are shi
pped through our fast and reliable distribution network. << Describe scope of di
stribution: regional, national, and international. >>.
<< Describe your company s distribution network. Outline regional, national, and i
nternational distribution capabilities for your products. Distribution destinati
ons can be individual stores or chains or distributors. >>
Regional
<< Distribution destination #1 >>
<< Contact information >>
National
International
Documentation Requirements
The following project documentation will be created and delivered to <<CustCompa
ny>>. The documentation will cover all aspects of the project and will enable <
<CustCompany>> staff to operate independently.
<< Insert the documentation to be delivered. Examples include, hardware and sof
tware documentation, 3rd party system documentation, training manuals, 3rd party
product warranties, etc. >>
Document Set #1
Description: << Insert description of what is to be delivered. >>
Materials Included: << Insert exact items to be included. >>
Document Set #2
Document Set #3
Documentation
<< The Documentation template is typically used to display any documentation req
uired by the proposal. Government grants may have specific documentation that is
required to be in the proposal. This information can vary so much there is no s
tandard template text that can be provided. If a proposal asks for documentation
of something, use this template for its page header and then include the inform
ation required by the proposal.
You can also use this template to describe documentation that will be provided t
o the client as part of the deliverables of the project.
Remove this instructional text and replace it all with the government agency-sup
plied worksheet. >>
<<Company>>
<<Address1>>
<<Address2>>
<<Country>>
<<CustCompany>>
<<CustAddress1>>
<<CustAddress2>>
<<CustCountry>>
Environmental
The effect of this project on the surrounding environment is of key concern. <<
Company>> is committed to minimizing the environmental impact.
<< Outline all of the environmental concerns related to the project and how thei
r effects will be reduced, eliminated or repaired over time. >>
<< If this project will or may have an effect on the environment, outline the en
vironmental impact studies here. >>
<< If there are concerns about the working environment such as hazardous conditi
ons, outline them here. >>
<< If there are issues with future cleanup required at the job site after the pr
oject has been completed, outline them here. >>
<< Some government grants, such as those for the EPA, could request very specifi
c information about environmental concerns related to the project. If this is t
he case, provide that information here per the specifications of the RFP. >>
Equipment
This project will require the following equipment to complete. Equipment has be
en broken down into four categories. Equipment owned by <<Company>> to be used
during the course of the project. Equipment owned by <<CustCompany>> to be supp
lied during the course of the project. Equipment to be purchased or leased by <
<Company>> required to complete the project. Equipment to be purchased or lease
d by <<CustCompany>> required to complete the project.
<<Company>> Equipment:
<<Insert list of equipment here>>.
<<CustCompany>> Equipment:
Equipment to be purchased or leased by <<Company>>:
Equipment to be purchased or leased by <<CustCompany>>:
Estimate
Development Costs
Price
Project Development
License Fees
Equipment Costs
<< Insert cost types here. >>
<< Insert Cost >>
<< Insert Cost >>
Total Development Costs:
<< Insert Cost >>
Ongoing Yearly Costs

<< Insert total >>
Other Service Fees
<< Insert cost types here. >> << Insert Cost >>
Total Ongoing Yearly Costs:
Ongoing Monthly Costs << Insert total >>
Maintenance costs / monthly and/or yearly
3rd Party Services
<< Insert Cost >>
Total Ongoing Monthly Costs:
Miscellaneous Costs:
<< Insert total >>
Training
Travel
Marketing & Services
Shipping/Handling
<< Insert Cost >>
<< Insert Cost >>
<< Insert Cost >>
Total Miscellaneous Costs:
<< Insert total

TOTAL ESTIMATED
TOTAL ESTIMATED
TOTAL ESTIMATED
>>
AMOUNT << Insert total >>
MONTHLY AMOUNT << Insert total >>
YEARLY AMOUNT << Insert total >>

for the projects discussed. The above Estimate in no way constitutes a warranty
of final price. Estimates are subject to change if project specifications are
changed or if costs for outsourced services change before being locked in by a b
inding contract.
Evaluation
In order to track the effectiveness of the project and to judge the outcome, the
following evaluation plan will be used.
<< An evaluation plan should be part of the original proposal; in many cases it
may be required. Describe how you will judge the results of the final project to
ensure it complies with any contracts, agreements, or other requirements. >>
Data Collection:
<< Describe how data will be collected before, during, and after the project has
been completed to be used in the final analysis. >>
Data Analysis:
<< Describe how the data will be analyzed. >>
Evaluation Criteria:
<< Describe the criteria to be met which will be compared to the final analysis.
>>
Evaluation Reporting:
<< Describe how the results will be reported. >>
Executive Bio
Chairman of the Board/CEO
<<Employee Name>> is Chairman of the Board of Directors and Chief Executive Offi
cer of <<Company>>. <<He/She>> was named to the position in <<Year>> and since
has led the development and creation of the company, its structure, and engageme
nt team.
Prior to leading the <<Company>> team, <<Employee Name>> was <<Previous Title>>
of <<Company Name or Division>> in <<Location>>. <<He/She>> joined <<Company>>
in <<Year>>, and held numerous management positions including <<Title>>, <<Title
>> and <<Title>>.
<<Employee Name>> holds a <<Degree Type>> degree in <<Field>> from <<College Nam
e>> in <<Location>> and a <<Degree Type>> from <<College Name>>.
Founder/President
<<Employee Name>> is founder and president of <<Company>>. <<He/She>> started <
<Company>> on the principle of <<Mission Statement>>. <<Employee Name>> has mor
e than <<Years>> years of practical <<Types of Experience>>. <<He/She>> has cre
ated and managed <<Type of Company>>, <<Type of Company>> and <<Type of Company>
> organizations. <<He/She>> understands the objectives and needs of all sales c
hannels and has specialized in implementing innovative strategies.
<<Employee Name>> has <<Accomplishment>>, <<Accomplishment>> and <<Accomplishmen
t>>. <<His/Her>> methods have <<State type of proven result>>.
<<Employee Name>> is the author of <<Name of Book>> which <<Describe main focus
of book>>. <<He/She>> also is a request guest speaker at <<Group Name>>, <<Grou
p or Tradeshow name>> and <<School or other name>>.
Graduating with a <<Type>> degree from <<Name of college>> in <<Year>>, <<Employ
ee Name>> also serves on <<Committee Name>> and <<Committee Name>>. <<He/She>>
can be reached at <<Phone Number>> or via e-mail to <<E-mail Address>>.
President
As President of <<Company>>, <<Employee Name>> is responsible for <<Job Descript
ion>>. <<He/She>> directs <<Name of Group or Division>>, <<Name of Group>> and
<<Name of Department>>.
<<Employee Name>> joined <<Company>> in <<Year>>. While studying <<College Degr
ee Field>> at <<Name of College>> <<he/she>> worked in <<Name of Field>> learnin
g first hand and helping to develop the <<Company>> philosophies and practices.
For <<Years>>, <<he/she>> was <<Previous Title>> with accomplishments that incl
uded <<Accomplishment>>, <<Accomplishment>>, and <Accomplishment>>.
Today, <<Employee Name>> provides <<Main Job Focus>>. This includes <<Additiona
l description of job>>.
<<Employee Name>> also works closely with <<Superior>> in <<Job duties>>.
Vice President
<<Employee Name>> is Vice President, <<Division if applicable>>. <<He/She>> joi
ned <<Company>> in <<Year>> with responsibility for <<Job Description>>.
With more than <<Years>> years experience at <<Previous Company>> and <<Previous
Company>>, <<Employee Name>> has held <<Title>> and <<Title>> positions. <<His
/Her>> accomplishments have included <<Accomplishment>>, <<Accomplishment>>, and
<<Accomplishment>>.
<<Employee Name>> holds a <<Type>> degree in <<Field>> from <<Name of College>>
and a <<Type>> degree from <<Name of College>>.
Chief Financial Officer
<<Employee Name>> joined <<Company>> as Chief Financial Officer in <<Year>> from
<<Previous Company>> where <<he/she>> was <<Previous Title>> and was responsibl
e for <<Accomplishments>>. <<Employee Name>> also served as <<Previous Title>>
at <<Previous Company>>. During <<his/her>> <<Years>> years at <<Company>>, <<E
mployee Name>> held numerous roles with increasing scope of responsibility inclu
ding <<Title>>, <<Title>>, and <<Title>>.
<<Employee Name>> also serves as the <<Title>> for <<Committee>>, holds a <<Type
>> degree from <<Name of College>>in <<Location>> and a <<Type>> degree from <<N
ame of College>>.
Director of Sales
As the individual responsible for <<Company>> s revenue generation efforts, <<Empl
oyee Name>> is the leader of a National sales effort that has brought <<Company>
> to profitability in record time. <<Employee Name>> has more than <<Years>> ye
ars of <<Type or Field>> experience, including holding key positions at <<Previo
us Company>> and <<Previous Company>>. As <<Previous Position Title>>, <<Employ
ee Name>> grew <<Previous Company>> revenue from $<<Revenue $>> to $<<Revenue $>
> in <<Time Period>>.
<<Employee Name>> had joined <<Previous Company>> as the <<Title>> and during <<
his/her>> <<Years>> year career there <<he/she>> was responsible for establishin
g major customer relationships with <<Company Name>>, <<Company Name>> and <<Com
pany Name>>. <<Employee Name>> has also held positions in <<Field or Department
>> at <<Company Name>> and <<Company Name>>.
<<Employee Name>> received a <<Type>> degree in <<Field>> from <<Name of College
>> <<Location>> and a <<Type>> degree from <<Name of College>>.
Marketing Director
<<Employee Name>> leads <<Company>> s corporate marketing efforts with responsibil
ities for corporate communication as well as marketing of <<Company>> s products a
nd services to consumers and business customers. The exponential growth in awar
eness of <<Company>> is largely attributable to <<Employee Name>> s efforts to dis
seminate information about the company through public relations and targeted mar
keting initiatives in lieu of large expenditures on advertising or promotion.
<<Employee Name>> has <<Years>> years experience in public relations, investor r
elations, marketing communications, employee and customer communications and <<O
ther Fields>>.
Prior to joining <<Company>>, <<Employee Name>> led <<Job Function>> at <<Compan
y Name>>.
Currently <<Employee Name>> serves as a <<Title>> on <<Committee Name>> and is a
ctively involved in <<Group Name>>.
<<Employee Name>> graduated with a <<Type> degree in <<Field>> from <<Name of Co
llege>> and holds a <<Type>> degree from <<Name of College>>. <<He/She>> began
<<his/her>> career as a <<Title>> for <<Company Name>>.
Executive Summary
The Objective
<<Include a purpose statement that covers the problem and the central idea. Res
tate the client s needs as determined by reading their RFP or your previous interv
iew process.>>
The Opportunity
<<Include the major points of analysis and identify the opportunity. Restate th
e client s goals you identified previously (via RFP, interview, etc.).>>
The Solution
<<Include recommendations for both a solution and the steps required for action.
Summarize what you are proposing to do and how you are going to do it to meet t
he goals. The full recommendation page can be added and expanded on. See the R
ecommendations proposal document template.>>
Exit Strategy
Outlined here is <<Company>> s exit plan strategy.
<< Describe your business structure and relate it to the type(s) of exit strateg
ies that are applicable. >>
<< When forming a new business venture, you should also have contingencies plann
ed for exiting the business. There are a number of exit strategies for planned a
nd unplanned events. Investors and lenders may require you to have exit strategi
es. Different types of businesses require different types of exit strategies. Fo
r example, a business centered around a single person is at higher risk for deat
h or disability, a business partnership is at higher risk for divorce or departu
re, and a business created with the intent of being sold absolutely requires a s
ale or acquisition exit strategy. >>
Death or Disability
<< Describe how a death or disability of a key officer/owner could cause the bus
iness to end. >>
<< Describe your plan for this possibility. >>
<< If continued operation of the business is possible in this event, describe yo
ur plan to make that happen. How operations are continued could affect other inv
estors or shareholders, creditors, employees, and clients. >>
Divorce or Departure
<< Describe how a divorce, departure, or retirement of key partners could cause
the business to end. >>

Sale or Acquisition
<< Describe how a sale of this business or acquisition by another business could
cause the business as it exists to end. >>
Facilities
<<Company>> has the facilities required to ensure that this project meets or exc
eeds the needs of <<CustCompany>> s project.
<< Insert a general description of your facilities, such as when they were estab
lished, what they are used for, how extensive they are, points of interest, and
features the client may find beneficial. You can also include current projects u
nderway or other details related to the current proposal. >>
<< The Facilities template is used to describe your business's physical faciliti
es. Use this template to demonstrate that your business has the resources requir
ed to complete this project. Facilities can include production plants, staffed c
all centers, equipment locations, event venues, laboratories, etc. >>
<< Insert Facility Name #1 >>
Location:
Capacity:
<< Describe the details, equipment available, and capabilities of this facility,
along with the key benefits of its availability to the client's project. >>
Location:
Capacity:
Location:
Capacity:
FACSIMILE TRANSMITTAL SHEET
To:
_________________
_________________
From:
_________________
_________________
Date: _________________
Time: _________________
Pages: _________________
Comments:
Feasibility Study
<< Use the Feasibility Study template to show the outcome of the study related t
o your project and your recommendations. >>
The results of the feasibility study and recommendations are outlined below.
Study Date: << Insert date or time period during which the study was performed >
>
<< Describe the purpose of the feasibility study, the personnel who performed th
e study, who the study was done for (if it was not done by you), and the area of
coverage. Examples of feasibility studies include technical feasibility, schedu
le feasibility, cultural feasibility, economic feasibility, and operational feas
ibility. >>
<< Describe the impact of the findings of the feasibility study on the proposed
project. The findings of a feasibility study should give a rough analysis of the
viability of a project. >>
<< Describe your recommended solutions based on the study and its impact. >>
<< If there are documents related to the study, such as meeting notes, submissio
ns to congress, etc., list them here. >>
Related Documents:
<< Document title >>, << Author >> - << Date >>
Features
The products and services provided by <<Company>> to be used in this project inc
lude many useful and innovative features. Following is a brief synopsis of the
major features that will benefit <<CustCompany>>:
<<Insert feature #1>> - <<Insert
late page and the clients needs>>.
description here and tie into the benefits temp

Federal Forms
In preparation for supporting this project, <<Company>> is required to submit th
e following federal forms.
<< The Federal Forms template is used to outline any required federal forms for
government proposals. List the forms required to be submitted for the proposal.
Examples include forms for grants, eligibility, disclosures, educational assista
nce, etc. The actual forms will be provided by the government agency requiring t
hem. >>
<< Form Number >> - << Title of Form #1 >>
<< Description of the required form. >>
To be provided by: << Party responsible for signing and submitting the form. >>
Submission date: << Date form must be submitted by and expected turn-around time
. >>
. >>
. >>
Financial Statements
<<Company>> Consolidated Financial Statements for the year ending <<Insert Month
, Day and Year here>>.
Accounting Report by <<Insert Accountant/Accounting firm name here>>:
<<Insert accountant s statements and opinions report here. This is generally a c
ouple of paragraphs stating the accountant s opinions about the validity of the ac
counting practices and financial statements>>
CEO/CFO Statement:
<<If company executives are required to sign SEC certifications regarding the va
lidity of financial statements include them here. Otherwise consider adding exe
cutive officer statements regarding the validity of financial statements>>
Consolidated Statement of Financial Position as of <<Insert date here>>
<<Insert your consolidated financial position tables here. Include assets and l
iabilities. These tables are very specific to each individual company and shou
ld be prepared by your accountant or financial software>>
Consolidated Statement of Activities for the year ending <<Insert date here>>
<<Insert your consolidated financial activity tables here. Include income, gain
s and expenses. These tables are very specific to each individual company and
should be prepared by your accountant or financial software>>
Consolidated Statement of Cash Flows for the year ending <<Insert date here>>
<<Insert your consolidated cash flow tables here. These tables are very specifi
c to each individual company and should be prepared by your accountant or financ
ial software>>
Notes to Consolidated Financial Statements
<<Insert any comments and explanations of the financial statements included abov
e here>>
Supplemental Schedules for the year ending <<Insert date here>>
<<Insert any additional tables and financial breakdowns related to the financial
statements here. These tables are very specific to each individual company and
should be prepared by your accountant or financial software>>
Financial Information
Following is a summary of <<Company>> s financial information.
Federal Tax Id: << Your company s tax id >>
DUNS Number: << If you have a Dun & Bradstreet DUNS Number enter it here >>
DBA: << If your company does business under a different name enter it here >>
<< Financial information can cover a lot of different types of information. Addi
tional templates can be used as required to expand on the financial information
after the summary. Additional templates are Budget, Balance Sheet, Income Projec
tion, Funding Request, Breakeven Analysis, Profit and Loss Statement, Sources of
Funds, etc. >>
Profit and Loss Statement:
<< Include the details of your profit and loss statement (also known as an incom
e statement). For more extensive details, provide a summary here and also includ
e the Profit and Loss Statement template. >>
Company Budget:
<< Include the details of your company s budget. For more extensive details, provi
de a summary here and also include the Budget template. >>
Project Budget:
<< Include the details of your proposed project s budget. For more extensive detai
ls, provide a summary here and also include the Cost Summary template. >>
Sources of Funds:
<< Include the details of your sources of funds. For more extensive details, pro
vide a summary here and also include the Sources of Funds template. >>
Financial Statement
The following tables outline <<Company>> s financial statement.
<< Describe the highlights of your financial statement to show where you are doi
ng best and where improvement is planned. The financial statement can be for you
personally or for your company, depending on the requirements of the proposal.
Line item descriptions used here are common items used for illustration purposes
only. Add, remove, or edit line item descriptions as they apply to your situati
on. >>
Name: <<FirstName>> <<LastName>>
Address: <<Address1>> <<Address2>>, <<City>>, <<State>> <<PostalCode>>
Email: <<Email>>
Business Name: <<Company>>
Financial Statement
<<CurrentYear>>
Assets
Current Assets
Cash
<< Insert $ >>
Accounts Receivable
<< Insert $ >>
Investments
<< Insert $ >>
<< Insert $ >>
<< Sum $ >>
Equipment
<< Insert $ >>
Minus Depreciation
<< Insert -$ >>
Real Estate
<< Insert $ >>
Intangible Assets
<< Insert $ >>
<< Insert $ >>
TOTAL ASSETS: <<A:Sum $ >>
Liabilities
Accounts Payable
<< Insert $ >>
<< Insert $ >>
TOTAL LIABILITIES:
<<L:Sum $ >>
Sources of Income
Salary << Insert $ >>
Investment Income
<< Insert $ >>
Real Estate Income
<< Insert $ >>
<< List all other income. >>
<< Insert $ >>
TOTAL INCOME: <<I:Sum $ >>
Notes Payable to Banks and Others:
Creditor
Balance Payment Frequency
Totals: $
N/A
How Secured
N/A
Stocks and Bonds:

Security
Shares Cost
Value
Totals:
N/A
Real Estate:
Property
Cost
Current Value
Totals: $
Date
Owed
Monthly Payment
<< If you require more information on creating a financial statement, consult yo

ur accountant or other financial information resources. >>
Financing
The following financing options are available.
<< Use the Financing template when offering financing to a buyer. Examples would
be when selling a business, a building, or an expensive product or service. >>
<< Describe the financing terms you will offer to the buyer. Examples include ba
nk financing, lines of credit, seller financing, bonded seller financing, ventur
e capital, leasing, etc. >>
<< Describe your recommendations for the best financing choice. >>
Financing Options
<< Financing Option >>
<< Description of the financing option. >>
<< Describe the financing terms. >>
<< Describe the pros and cons of the option. >>
<< Describe what happens for both buyer and seller in the event of failure to ma
ke payments. >>
ke payments. >>
ke payments. >>
Flow Chart
<< Your goal is to enable the reader to visualize the project. You can include
such things as web site design diagrams, graphic design layouts, sample animatio
n sequences, flow charts, etc. >>
<< Describe the flow charts as they relate to the project. >>
<< Insert your flow chart diagrams here >>
<<CurrentDate>>
<<CustTitle>>
<<CustCompany>>
<<CustAddress1>>
<<CustAddress2>>
RE: Proposal
<<ProposalTitle>>
As you know, we recently sent you a proposal entitled <<ProposalTitle>>. I appreci
ate the opportunity to present this proposal to you for your review and consider
ation.
<< Thank your prospect for the opportunity to have submitted a proposal. >>
You initially stated our proposal did not meet your requirements. Upon review, I
believe we have a solution. As such, any feedback you can offer is invaluable t
o us.
I know you have a tight schedule, so if we can discuss the project further and p
resent a new proposal, please let me know. I welcome the opportunity to work wit
h you on this project.
<< Request an opportunity to interview the prospect to determine where your prop
osal failed to win the project, or could have been improved. Refer to the Post-P
roposal Analysis Checklist included in Proposal Pack to prepare your interview q
uestions. If appropriate, request an opportunity to submit a reworked proposal.
Mention any additional factors that might persuade them to accept your improved
proposal. >>
Sincerely,
<<JobTitle>>
<<Company>>
<<WorkPhone>>
<<Email>>
<<Domain>>
<<CurrentDate>>
<<CustTitle>>
<<CustCompany>>
<<CustAddress1>>
<<CustAddress2>>
RE: Proposal
<<ProposalTitle>>
As you know, we recently sent you a proposal entitled <<ProposalTitle>>. I appreci
ate the opportunity to present this proposal to you for your review and consider
ation.
<< Thank your prospect for the opportunity to submit a proposal. >>
Because << insert time since submission >> days have passed since the proposal w
as submitted and we have not heard back from you, I am writing to determine the
status of the proposal. Please contact me at your convenience.
<< Whenever possible, interview the prospect to determine why your proposal fail
ed to win the project, or how it could have been improved, if that is why you di
d not get the desired response. Refer to the Post-Proposal Analysis Checklist in
cluded in Proposal Pack to prepare your interview questions. If appropriate, req
uest an opportunity to submit a reworked proposal. Mention any additional factor
s that might persuade them to accept your improved proposal. It may be counterpr
oductive to request status updates on the proposal acceptance more than once. At
tempt to gather any information you can to fix any mistakes and assist in your n
ext proposal submission. If you do not receive a status or feedback from the pro
spect, remember that this could be caused by many factors outside of your contro
l. >>
Sincerely,
<<JobTitle>>
<<Company>>
<<WorkPhone>>
<<Email>>
<<Domain>>
Funding Request
The following summarizes <<Company>> s request for funding. Funding is to be used
for the following period: << Insert date range funding will cover (year, quarter
, length of project, etc.) >>
Funding Requested
<<Company>> requests << Insert dollar amount from table below >> in funding.
Repayment Plan
<< Outline your proposed repayment plan and terms to the lender or investor. Off
er a reasonably low interest rate with room for negotiation. >>

<< Outline your request for either grant funding for a grant proposal or for fun
ds from a lender/investor for business plans. If a project budget is requested,
the funding request can be used as the project budget. Funding requests can be f
or a business start-up, business expansion, or a specific project. Funding reque
sts usually also require additional financial information, such as Sources of Fu
nds, Uses of Funds, Balance Statement, Profit and Loss Statement, Budget, etc.
Proposal Pack templates are included for all of this information. >>
Required Funding
Start-up Expenses
Research and Development
<< Insert Cost $ >>
Rent / Lease
<< Insert Cost $ >>
Equipment
<< Insert Cost $ >>
Supplies
<< Insert Cost $ >>
Contracted Services
<< Insert Cost $ >>
Marketing
<< Insert Cost $ >>
<< Insert other expenses >>
<< Insert Cost $ >>
Personnel Salaries
<< Title >>
<< Insert Cost $ >>
<< Title >>
<< Insert Cost $ >>
<< Title >>
<< Insert Cost $ >>
Fringe benefits << Insert Cost $ >>
Total Start-up Expenses << Sum Costs $ >>
Current Available Funding
<< Insert $ >>
Funding Requested << Insert time period needed for>>
Projected 3-year Funding Needed << Insert $ >>
<< Insert $ >>
Future Developments
<<Insert summary of your company Mission Statement here. The primary goal is to
show your company can serve the specific needs requested. You can elaborate on
your company mission and purpose statements using the Mission Statement templat
e>>.
<<Company>> of <<City>>, <<State>> is a full service provider of <<Insert indust
ry being serviced>> Services. <<Company>> was established in <<Insert year esta
blished here>>. We are committed to the highest standards of integrity, excelle
nce, and performance in dealing with both client companies and prospective custo
mers. Our mission is to be the best at identifying, qualifying and delivering s
ervices for our clients.
As specialists in our industry, our team of professionals has the ability to und
erstand the needs, expectations, and technical strengths of our clients. We kno
w the client s industries and the people in those industries. We produce timely a
nd effective results.
<<Insert statement about your future growth plans if relevant to the specific pr
oject, such as acquisitions, hiring additional staff and opening new office loca
tions>>.
<<Insert statement about your future product upgrades and new releases if releva
nt to the specific project>>.
<<Be careful when citing forward looking statements about your company. If ther
e is not a clear relevance to this specific project do not deter the focus of mu
tual direction and compatibility>>.
Future Funding
The following summarizes <<Company>> s future funding needs. Funding is to be used
for the following period: << Insert date range funding will cover (year, quarte
r, length of project, etc.) >>
<< Use the Future Funding document to outline your projected funding needs. Thes
e are meant to be future projections outside the scope of the initial request fo
r startup funding for the project. Use future projections for projects that are
ongoing and are not self-sustaining. >>
Future Funding Projections:
<<Company>> projects << Insert dollar amount from table below >> in future fundi
ng needs.
Projected Future Required Funding
Ongoing Expenses
<< Insert Cost $ >>
Rent / Lease
<< Insert Cost $ >>
Equipment
<< Insert Cost $ >>
Supplies
<< Insert Cost $ >>
Contracted Services
<< Insert Cost $ >>
Marketing
<< Insert Cost $ >>
<< Insert Cost $ >>
Personnel Salaries
<< Title >>
<< Insert Cost $ >>
<< Title >>
<< Insert Cost $ >>
<< Title >>
<< Insert Cost $ >>
Fringe Benefits << Insert Cost $ >>
Total Ongoing Expenses << Sum Costs $ >>
<< Insert $ >>
Projected Funding Needs << Insert time period needed for>>
<< Insert $ >>
Geographic Information
<< Use the Geographic Information template to show information about the physica
l location of something, such as your company building or the project job site.
If you want or need to include additional information about the value of a locat
ion, also see the Location Analysis template. >>
<< Insert a description of the geographic location and any information related t
o why it is being included in the proposal. >>
Primary Location
Location: << Describe the geographic location. >>

GPS Coordinates: << Insert GPS location if applicable. >>
<<Company>>
<<Address1>>
<<Address2>>
<<Country>>
Map and Directions
Mapping URL: << Insert a URL to a mapping web site. >>
<< Insert driving directions and a map here. >>
Goals and Objectives
<< Use the Goals and Objectives template to outline what you intend to accomplis
h and how it will be done. >>
<<Company>> has outlined a number of goals to be reached in order to consider th
e project a success. Each goal has a number of specific objectives to be achieve
d to meet the goal.
<< Summarize the expected results of the project and how these will be measured.
There are additional templates such as Expected Results you can use to expand o
n these topics. >>
Goals and Objectives:
<< Goal Title #1 >>
<< Describe this goal for the project. This is a general, high-level goal descri
ption. >>
<< List the objectives that must be achieved to reach this goal. Describe each o
bjective in a clear statement of the tasks to be completed, by whom, by when to
reach the goal. >>
<< Goal Title #2 >>
<< Describe this end goal for the project. >>
bjective in a clear statement of the tasks to be completed, by whom, by when to
reach the goal. >>
<< Goal Title #3 >>
<< Describe this end goal for the project. >>
bjective in a clear statement of the tasks to be done, by whom, by when to reach
the goal. >>
Government Grant Proposal Development Checklist

<< Disclaimer: This document is a compilation of best practices obtained from g
rant writers, federal agencies, and nonprofit resources. It does not reflect an
y one approach, but uses a composite approach that includes accepted practices f
or successful completion of federal grant applications.
When assembling your proposal using Proposal Pack templates, consider using this
strategy:
First, select stock Proposal Pack templates that match the types of information
you need to include in the proposal.
Second, if you are responding to an RFP, you will need to follow the RFP guideli
nes to the letter. This may mean customizing the Proposal Pack stock templates
or creating new ones. Note that there are no set standards for RFPs. Agencies
will ask for the same information in different ways sometimes even varying betwe
en RFPs from the same agency. The RFP guidelines you are given take precedence
over any content found in the stock Proposal Pack templates.
Third, when agency-specific forms and worksheets are supplied and required, use
them instead of Proposal Pack stock templates. Also, make sure to always use th
e most up-to-date versions of supplied agency forms. >>
Phase 1: Preparation of Proposal
Need or problem has been identified that company may bid on.
Team formed and working space provided.
Team has decided how the finances for the project will be administered.
The guidelines from the targeted funder have been received and reviewed,
all necessary research on the funder completed, and contact has been made with
funding Contracting Officer.
A complete outline of the funder s requirements for the proposal content h
as been written and double-checked by a second person.
A complete list for the funder s requirements for submitting the proposal
has been written and double-checked by a second person.
Team has prepared questions for submission to Contracting Officer, and h
as received and reviewed responses to questions from funding agency.
A list of the hot buttons or selling points has been written based on the
information about the funder captured from research and from the RFP, guidelines
or funder s proposal toolkits. Note that government agencies may provide toolkits
that include worksheets, forms, examples and instructions on how they want the
proposal structured and the information they want included.
Phase 2: Planning the Proposal
Check to see if the idea for your proposal has been considered in your l
ocality, region, or state; and include legislators, area government agencies, an
d private agencies with current grant awards or contracts doing similar work.
Circulate your proposal among individuals and groups representing academ
ic, political, professional and lay organizations to capture and generate writte
n support for the proposal.
Identify partners to participate in the competition, define partnership
agreement in writing that profiles dimensions of mutual agreement to share servi
ces between agencies, if required.
Specify each partner s scope and level of effort in the project.
Define number, type, and cost of short- or long-term staff on project.
Establish a review process for the proposal that includes a neutral thir
d party to review the proposal draft(s) and provide constructive criticism. Tra
ck ideas throughout the process to use during the grant writing process. Alert i
nstitutions of required signatures prior to submission.
Phase 3: Writing the Proposal

Check with the funder guidelines to insure that the basic components of
your proposal include: (1) proposal summary or abstract, (2) introduction of org
anization (information about your company), (3) the problem statement or needs a
ssessment, (4) project goals and objectives, (5) project methodology, (6) projec
t evaluation, (7) future funding / sustainability, (8) the project budget, and (
9) and agency-specific or mandatory federal forms (see www.grants.gov).
Write the proposal summary both as a cover letter and abstract. Make sur
e it is brief no longer than two or three paragraphs but that it outlines the projec
t goals, summarizes the key objectives, and demonstrates support of the needs. N
ote that there are a number of summary-related Proposal Pack templates to choose
from. Pick the necessary templates and modify them as needed based on the RFP r
equirements.
Introductions should gather data that describes your organization from d
iverse sources. Provide clear details about the organization s past and present op
erations, brief bios of board members, descriptions of personnel, a review of yo
ur organization s mission statement, company philosophy, track record with other g
rantors, successes, and any other information that is relevant to the goals of t
he grantor agency. Note that there are a number of introduction-related Proposal
Pack templates to choose from. Pick the necessary templates and modify them as
needed based on the RFP requirements.
Research to support our problem statement or needs assessment has been c
ompleted. Did you document the purpose of the proposal, beneficiaries, social an
d economic costs to be affected, nature of the problem, how your organization ca
me to understand the problem and what is currently being done to resolve the pro
blem, alternatives, specific manner you will use to solve the problem, and how y
ou plan to use specific resources? Note that there are a number of needs assessm
ent-related Proposal Pack templates to choose from. Pick the necessary templates
and modify as needed based on the RFP requirements.
Project goals and objectives have been checked to ensure that they refer
to specific activities in the proposal and that they can be quantified and qual
ified by descriptions that verify outcomes. Note that there are a number of goal
s and objectives-related Proposal Pack templates to choose from. Pick the necess
ary templates and modify as needed based on the RFP requirements.
Research to support your proposed methodology (approach) has been comple
ted. Did the team include a program design that shows the expected work to solve
the stated problem? Include key indicators: (1) inputs
activities needed to us
e related resources and staff, (2) flow chart of the organizational features of
the project or network needed to deliver results throughputs, and (3) explain wha
t will be achieved. Did you detail performance measures (4)? Is there a diagram
of the program design (5)? Have you provided a narrative on the course of action
to be taken and the most cost-efficient method needed to ensure project quality
? Timeline provided? Note that there are a number of methodology-related Proposa
l Pack templates to choose from. Pick the necessary templates and modify as need
ed based on the RFP requirements.
Research to support the expected results (outcomes) on successful comple
tion of your project has been completed. Did you use a program evaluation and re
view technique (PERT) chart to support the proposal? Detail the innovative featu
res of the proposal? And link your supportive data to this description in the ap
pendices, to provide data on in-depth analysis? Note that there are a number of
evaluation-related Proposal Pack templates to choose from. Pick the necessary t
emplates and modify as needed based on the RFP requirements.
Does the proposal budget justify all expenses and show consistency with
the narrative? Check that: (1) salaries in proposal are similar to those in the
applicant organization, (2) support is planned for additional staff being hired
, and (3) the equipment is of the type allowed by the grantor? Also, (4) has ins
urance been provided for when needed? And (5), make sure that the division betwe
en direct and indirect costs is not in conflict and the aggregate budget totals
refer directly to the approved formula, and (6) matching funds are detailed as r
equired. Note that there are a number of budget and financial-related Proposal P
ack templates to choose from. Pick the necessary templates and modify as needed
based on the RFP requirements.
Team has reviewed the final project budget and confirms that it includes
summary figures as well as complete itemization.
Team has written solid justification for each line item in the budget.
Team has provided written description of the items in the budget being r
equested from the funder, the items being supplied by your organization and the
items being supplied by other organizations.
Sustainability or future funding has been defined by specific activities
continuing the project after the funder s monies have been spent.
Appendices have been prepared to provide the reader with details that cl
arify the idea, design, personal vitae, letters of support, and endorsements.
Phase 4: Production / Delivery
Determine if you are using the electronic delivery process under the fed
eral government applicant to system instructions: (See www.grants.gov.)
Each agency has its own specific processes; however, the examples at the www.gra
nts.gov site can take you through the entire process.
If you chose the paper delivery process, please check the following prod
uction and delivery guidelines: (1) determine why and by whom the proposal will
be reproduced; (2) conduct reviews of content for spelling, design, pages and ch
arts to insure completed documents; (3) make delivery preparations according to
agency requirements; and (4) check the number of days required for delivery agai
nst agency deadline for application.
Proposal Pack Final Checklist:
(1) Match has been made by Proposal Pack templates and agency-required headings
(2) Check each Proposal Pack template to be used in the proposal for headings an
d sub-content to match agency requirements.
(3) Create Proposal Pack heading for any missing content requirements for agency
specific directions.
(4) Use templates such as the Worksheet and Supplied Form and substitute in gove
rnment supplied worksheets and forms.
(5) Assemble your proposal framework from the selected Proposal Pack templates i
n the order required by the RFP and edit the page headers as needed to create a
Table of Contents that matches the information requested in the RFP.
Hardware and Software
This project will require the following computer hardware and software to comple
te. Hardware and software has been broken down into four categories. Hardware
and software owned by <<Company>> to be used during the course of the project.
Hardware and software owned by <<CustCompany>> to be supplied during the course
of the project. Hardware and software to be purchased or leased by <<Company>>
required to complete the project. Hardware and software to be purchased or leas
ed by <<CustCompany>> required to complete the project.
<<Company>> Hardware and Software:
<<Insert list of hardware and software here>>.
<<CustCompany>> Hardware and Software:
Hardware and Software to be purchased or leased by <<Company>>:
Hardware and Software to be purchased or leased by <<CustCompany>>:

Hourly Services Contract
Scope of Work to be Performed
<<Company>> ( Company ) is being retained to provide << Insert a description of the
services to be provided >> services to <<CustCompany>> as directed by <<CustComp
any>> Management and Staff.
Schedule of Fees
Fees for the above-referenced services will be billed at a flat <<HourlyRate>> p
er hour. <<Company>> will invoice on a semi-monthly basis and payment is due NE
T 30 days after presentation of the invoice.
Any information concerning the services rendered under this agreement or any sen
sitive information disclosed to <<Company>> will be held in strictest confidence
. <<Company>> will not disclose any information, in whole or in part, to any pa
rty for any purpose whatsoever without specific prior approval of the Customer.
This agreement shall be binding after <<Company>> receives a << Insert the amoun
t of the retainer fee >> retainer. The retainer shall be used and applied agains
t whichever last invoice <<Company>> has turned in for all services rendered und
er this agreement. <<Company>> may require <<CustCompany>> to renew its retainer
periodically, depending on the total amount of services rendered by Company.
This agreement commences when signed by both parties and returned to <<Company>>
along with the agreed-upon retainer.
<<Company>>
<<CustCompany>>
_____________________________________
By:
_______________________________________
By:
_____________________________________
Date
Date
_______________________________________
<<CustAddress1>>
<<CustAddress2>>
<<CustWorkPhone>>
List of Illustrations
This appendix contains the list of illustrations used in this proposal along wit
h the page numbers they are used on.
Figures
Figure #-# - Page <<Insert Page #>>
<<short description here>>
Tables
Table #.# - Page <<Insert Page #>>
Implementation Plan
The following is our implementation plan for the project, divided into phases.
<< Describe your approach to project implementation and how you will be able to
achieve the timeline outlined. >>
<< The Implementation Plan template is used to describe a timeline of events and
milestones for the course of the project, divided into phases from the time of
the proposal acceptance to the time of final signoff of the completed project. T
his template is similar to the Production Schedule template; however, it is divi
ded into more distinct phases. The following list of implementation items is onl
y one possible set of steps. You may need to change item names, remove items, an
d add items to fit the needs of your project. >>
Initiation Phase:
Contracts signed: <<Insert date>>
All client-supplied materials due: <<Insert date>>
Planning Phase:
Start project planning: <Insert date>>
<< Insert specific project planning steps>>
Start project design: <<Insert date>>
<< Insert specific project design steps>>
Execution Phase:
Development milestone #1 completion: <<Insert date>>
<< Insert additional project milestones as needed >>

Project Alpha completion: <<Insert date>>
Project Alpha testing completion: <<Insert date>>
Project Beta completion: <<Insert date>>
Project Beta testing completion: <<Insert date>>
Testing and Acceptance Phase:
Final testing completion: <<Insert date>>
Performance metrics testing: <<Insert date>>
Specifications testing: <<Insert date>>
Project Final completion: <<Insert date>>
Closure and Transfer Phase:
Final installation testing completion: <<Insert date>>
Documentation delivered: <<Insert date>>
Training completion: <<Insert date>>
Back up and archive all project information: <<Insert date>>
Contract acceptance signoff: <<Insert date>>
Post-project analysis (lessons learned): <<Insert date>>
Income Projection
The following table outlines <<Company>> s projected income for the next three yea
rs.
<< Describe your company s projected income. For a new business venture, this will
usually be a best guess. For existing businesses, projections can be forecast fro
m past income data adjusted for expected sales growth or other changes in the bu
siness or market. >>
<< The Income Projection template is in the same format as the Profit and Loss S
tatement template. >>
Income Projection for Year
<<Year 1>>
<<Year 2>>
<<Year 3>>
Sales Forecast << Insert $ >> << Insert $ >> << Insert $ >>
Cost of Goods Sold (COGS)
<< Insert other costs >>
Gross Profit
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
General Operating Expenses
Depreciation
Payroll << Insert -$ >> << Insert -$ >> << Insert -$ >>
Operating Income
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
Interest Income << Insert $ >> << Insert $ >> << Insert $ >>
<< Insert other income >>
Net Profit Before Interest & Tax
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
Interest Expense
Net Profit Before Taxes
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
Taxes << Insert -$ >> << Insert -$ >> << Insert -$ >>
Net Profit After Taxes
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
Shareholder Dividends << Insert -$ >> << Insert -$ >> << Insert -$ >>
Net Profit
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
<< If you require more information on creating an income projection, consult you
r accountant or other financial information resources. >>
Industry Trends
<<Define the past trends in client s industry>>.
In this current economy businesses of all sizes, types and specialties have been
impacted both in their sales and in profits. This trend has shown itself to be
<<Insert cause of current business trend such as interest rates, consumer spend
ing, industry slump, seasonal variations, etc.>>. In the past <<CustCompany>> h
as weathered such occurrences, but in this instance a faster resolution needs to
occur.
<<Clarify the importance of trends related to this project>>.
<<Insert statement about why it may be difficult to sell products and services a
t this time and what may be required for that situation to change. For example,
if selling luxury items, it may be more difficult to sell when consumer confide
nce is lower>>.
<<Insert forward looking aspects of expected future trends in client s industry>>.
With over <<Insert length of time>> months in the current economic position, fin
ancial experts on Wall Street are forecasting a turnaround within the next <<Ins
ert length of time>> months.
<<Define how this proposal fits with trends, projections and expected future nee
ds if applicable>>.
The proposal outlined will increase sales in the current economy and position <<
CustCompany>> for continuing growth opportunities as the situation improves. Th
e growth plan also allows <<CustCompany>> to maintain a controlled growth for em
ployees during this phase.
Innovativeness
<<Company>> uses the latest developments in applications of new and existing tec
hnology to solve problems in innovative ways.
<< Describe how your company will use new or existing technology, applications,
systems, methods, etc. in innovative ways to solve the needs of the project. >>
The project is innovative in a number of different areas:
<<Insert Description of Innovation #1>>.
<< Describe why your solution is innovative and how this is a benefit to the pro
ject and client. Innovation just for the sake of innovation is not necessarily
a benefit. There should be tangible reasons for providing an innovative solutio
n, such as reduced costs, a shorter development schedule, a safer final product,
reduced future maintenance, additional benefits not available with existing sol
utions, or reduced staffing requirements, etc. >>

<<CurrentDate>>
<<CustTitle>>
<<CustCompany>>
<<CustAddress1>>
<<CustAddress2>>
RE: Letter of Inquiry
Dear <<CustSalutation>> <<CustLastName>>,
Thank you for meeting me at <<Insert location>> and for taking the time to discu
ss <<Company>> s goals and current projects. I enjoyed our visit and sincerely ap
preciate the consideration of <<CustCompany>>.
Your interest in <<CustCompany>> is a significant acknowledgment of our successf
ul track record of <<Cite examples>> for the past <<Insert number>> years.
We are aware that <<CustCompany>> is a leader in <<Cite examples>>. We feel our
<<Cite products and/or services that will be covered in proposal>> will ensure
<<CustCompany>> s growth and even greater success.
<<CustCompany>> has enjoyed significant growth in the last <<Insert number>> yea
rs. Last year, <<CustCompany>> <<Cite achievements>> and realized a total of $<
<Cite amount>> in new projects. Over the same period, our staff doubled in size
to maintain our commitment to overall efficiency, customer support and to keep
pace with our organization s growing responsibilities.
Over the years, <<CustCompany>> has proven its leadership in <<Cite example>>.
Through completing our proposed project, <<CustCompany>> will see <<Cite increas
e productivity or revenue expected and expected outcomes>>, and positive future
growth.
I am pleased to write this letter regarding a project I believe will interest <<
CustCompany>>. <<CustCompany>> has spent the past <<Cite time frame>> tracking
trends in your industry and has determined that <<Cite trend>> will tremendously
influence your profitability this year. By adopting <<CustCompany>> s <<Cite pro
duct and/or service>> now, you can maintain a competitive edge within the indust
ry.
<<Cite product and/or Service>> is <<Describe advantages and opportunity>>.
<<CustCompany>> has already implemented this solution in <<Cite beta test or oth
er location/company currently utilizing>>. We continually refine our work to br
idge the gap between the current standards and emerging trends.
<<CustCompany>> is committed to excellence. We have a clear vision and a passio
n for delivering outstanding results. We want to work with you to capitalize ou
r joint growth and strengths.
The challenge at this stage is to seize opportunity, take calculated risks, and
realize an innovative, new, rewarding and productive future. With the strengths
of <<CustCompany>>, the choice is an easy one keep <<CustCompany>> meeting and ex
ceeding the challenges of the 21st Century.
The need for <<Cite product and/or service>> cannot be overstated. As <<Cite tr
end or opportunity>> continues, it rapidly overwhelms companies who are not proa
ctive. The <<Cite project name>> is ready to be launched for <<CustCompany>>.
Thank you for your support and commitment to <<CustCompany>>. We look forward t
o the opportunity to submit a formal proposal for your review. At your request,
we will be willing to submit any additional information needed. Please do not
hesitate to contact me.
Sincerely,
<<JobTitle>>
<<Company>>
<<Address1>>
<<Address2>>
<<WorkPhone>>
<<Email>>
<<Domain>>
Installation Schedule
Once your project is completed, we will follow the installation schedule below.
<<Include all of the activities involved in the installation here and break them
down by dates and durations into the table below. These should also correspon
d with the Development Schedule and Testing Plan if you are also using those tem
plates>>
<<Include statement about installation testing and acceptance testing requiremen
ts>>
<<Include a summary of the hardware, software or other items to be installed>>
Installation Job Description
Date
Duration
Notes:
<<Insert any special notes here such as manpower and other resources required fo
r the various tasks>>
Insurance
<<Company>> carries the insurance policies and coverage required by <<CustCompan

y>> to bid on this project.
<< If required, include the information about your company's insurance policies,
such as liability, malpractice, errors and omissions, etc. You may be required
to show proof of insurance and documentation of compliance. For example, a build
ing contractor may require a certain level of liability insurance before being a
llowed to bid on a contract. >>
<< This template would normally only be included upon request and most likely on
ly for large projects. The average business proposal would not include this info
rmation, as the prospective client would have no need for it. >>
Insurance Policy #1
Carrier: << Insert insurance carrier >>
Coverage: << Insert levels of coverage >>
Policy #: << Insert policy number >>
Contact Name: << Insert name of contact at insurance company >>
Contact #: << Insert phone number for contact name listed above >>
Insurance Policy #2
Insurance Policy #3
System Integration
This project will require the integration of multiple systems. Systems to be in
tegrated are outlined below.
<< Insert descriptions of the various systems that must be integrated together f
or your proposed project. Examples include integrating disparate software syste
ms and databases, legacy systems, hardware components from different vendors, bu
siness processes, 3rd party vendors, etc. >>
Integration Requirement #1
Description: << Insert description of what needs to be integrated. >>
Integrator: << Insert description of who is responsible for the integration. >>
Item #1: << Insert description of the first item in this group. >>
Item #2: << Insert description of the second item in this group. >>
Item #3: << Insert description of the third item in this group. >>
Interface Requirements
The following interface specifications will describe how users will interface wi
th the project. The Interface specifications will outline how to interact with
the project to be implemented.
<< Insert the descriptions of how the project will be interfaced with other syst
ems, users, etc. Examples include, how hardware component controls will work, h
ow software will be interacted with, protocols, cause and effect relationships b
etween the controls and the desired operation, etc. >>
Interface #1
Description: << Insert description of the interface. >>
Controls: << Insert description of the interface controls. >>
Operational Effect: << Insert description of what effects the controls have. >>
Interface #2
Interface #3
Interviews
<< Use the Interviews template to show text of actual interviews that support yo
ur proposal. This may come in handy when used with templates such as the Feasibi
lity Study. >>
The following are interviews conducted with key individuals who support the proj
ect. You may contact any of our interviewees about the views expressed in the in
terviews.
<< Describe the purpose of the interviews and a summary of the highlights that s
upport your project. >>
<<Interview Title>> with <<Name>> - <<Date>>
<< Insert purpose of the interview here. >>
<< Insert text of the original interview here. If the interview is available in
video format include a web site URL to view. >>
<< Insert name of the person(s) who conducted the interview. >>
<< Summary of the highlights of the interview. >>
<< Interviewee contact information. >>
Investors
The following companies have invested in <<Company>> s project.
<< Describe the non-confidential investors in the project and how they will bene
fit the project. Levels of investment can be described at a high level, such as
Silver, Gold, Platinum; in actual ownership percentages or amounts, or left out
completely. >>
<< Describe the benefits to the project of having outside investors. >>
<< Describe the level of investment. >>
<< URL of the investor s web site >>
Invoice
<<Company>>
Phone <<WorkPhone>>
INVOICE # <<WorkOrder>>
Bill To:
<<CustCompany>>
Attn. <<CustFirst>> <<CustLastName>>
<<CustAddress1>> <<CustAddress2>>
<<CustWorkPhone>>
For:
<<What you are billing client for here>>
DESCRIPTION
HOURS
TOTAL
RATE
AMOUNT
Special:
Make all checks payable to <<Company>>
Total due in 15 days. Overdue accounts subject to a service charge of 1% per mon
th.
THANK YOU FOR YOUR BUSINESS!

Key Positions
The following personnel will be assigned to this project. Personnel have been se
lected based on their ability to work together as a team, with specialties in re
lated areas.
<< The Key Positions template is used to describe the people who will be working
on the project. Show that they have the experience and qualifications required
to make the project a success. You can also remove individual names and biograph
ical information if you are describing the job positions only in general. >>
<<Name>> - <<Title>>. <<Location>>
<< Describe related project experience. >>
<< Most notable biographical details >>
Prior to joining <<Company>>, <<Name>> led <<Job Function>> at <<Company Name>>.
<<Name>> graduated with a <<Type> degree in <<Field>> from <<Name of College>> a
nd holds a <<Type>> degree from <<Name of College>>. <<He/She>> began <<his/her>
> career as a <<Title>> for <<Company Name>>.

Legal Considerations
<<If there are legal issues of any kind regarding this project they may be liste
d here. This is optional information mainly designed to show that you are consi
dering many factors in this project and not just the technical aspects. If ther
e are any trademark issues, copyright issues, patent issues or issues with indiv
iduals or other companies, they may be addressed if they affect the project.>>
Trademark Issues:
<<Describe any possible trademark issues here. Include names of products or ser
vices that should be trademarked or may conflict with existing trademarks>>.
Copyright Issues:
<<Describe any possible copyright issues here. Copyright ownership issues are u
sually spelled out in the actual contract. Consider listing such things as copy
rights that will be filed on behalf of the client for this project, etc.>>.
Patent Issues:
<<Describe any possible patent issues here. Include patentable options for this
project if applicable or possible conflicts with existing patents and possible
solutions>>.
Other Issues:
<<Describe any other issues here as needed>>.
Legal Documents
The following are legal documents that will have an impact on the project. << In
sert information about the specific laws addressed by these documents and the im
pact they will have on the project. >>
<< Use the Legal Documents template to outline any legal documents that will hav
e to be addressed by the proposal or that apply to the project. Examples include
laws of a country, state, or city that must be adhered to. For example, if you
are proposing a telecommunications project, there will be telecommunications law
s that probably affect your proposed project. If you are proposing an import/exp
ort project, there will be import/export laws that you will need to address. The
se laws will be contained in documents that you should reference below. >>
<<Insert document #1 title here>>
<< Insert description of the document here and explain why it relates to the pro
ject. >>
Date: << Date document was instituted or regulation went into effect >>
Event / Institution: << Where does the document apply, law code >>
Identifier: << Unique document identification number >>

ject. >>
ject. >>
Legal Eligibility
<< The Legal Eligibility template is used to describe how your company meets the
requirements to be legally eligible to apply for a government grant. This templ
ate is typically used for government grants. Make sure to read the grant RFP req
uirements and include the information as required by the RFP. >>
Organization Status:
<< Describe your company s legal status and how that makes your company legally el
igible to apply for the grant. Attach any supporting evidence required by the RF
P. >>
Existence:
<< Describe how you can prove
lude a certification from the
ertified copy of your company
or local statute establishing
e required by the RFP. >>
that your company legally exists. Examples may inc

Secretary of State where you are incorporated, a c
s Articles of Incorporation, or a copy of the state
you as an applicant. Attach any supporting evidenc
Authority:
<< Describe how you have the legal authority to contract with the government age
ncy that issued the RFP you are responding to. Attach any supporting evidence re
quired by the RFP. >>
Legal Structure
Following is <<Company>> s legal structure.
<< Describe your company s legal structure. Examples are: sole proprietorship, par
tnership, limited liability company, S corporation, C corporation. Other templat

es related to your legal structure may also be included, such as Officers and Bo
ard, Tax Status, and various financial templates. >>
Legal name:
DBA:
Type of company:
Date founded:
Date incorporated:
Federal Tax Id:
<<CurrentDate>>
<<CustTitle>>
<<CustCompany>>
<<CustAddress1>>
<<CustAddress2>>
RE: <<ProposalTitle>>
<<Briefly introduce the project, and explain what it is for, and who it is meant
for>>.
<<Briefly describe your strategy and what the expected results will be>>.
<<Briefly state your unique selling proposition (USP) that solves the customer s p
roblem and optionally hook them with anything extra you thought of>>.
<<Briefly reference RFP and project name, state how long proposal is valid for a
nd introduce the primary contact person between client and your company. Mentio
n any important deadlines that need to be considered>>.
<<Include a call-to-action statement asking the prospect to do something, such a
s funding your proposal, contacting you for further discussion, acting on your r
ecommendations, etc. >>.
Sincerely,
<<JobTitle>>
<<Company>>
<<WorkPhone>>
<<Email>>
<<Domain>>
Letters of Reference
The following are letters of reference from past clients. You may contact any of
our references about their experience with <<Company>>. For more details, see o
ur web site references page at:
<<Insert URL of your references web page>>
<<Insert reference 1 name here>>
<<Insert reference 1 company here>>
<<Insert reference 1 contact name here>>
<<Insert reference 1 title here>>
Phone: <<Insert reference 1 phone here>>
E-mail: <<Insert reference 1 e-mail here>>
<<Insert URL to client s site or portfolio page here>>
<<Insert reason why you were chosen for the job here.>>
LETTER OF REFERENCE
<<Insert copy of the original letter of reference here. Each letter should start
on a new page. Add page breaks as needed. >>
<<Insert reference 1 contact name here>>
<<Insert URL to client s site or portfolio page here>>
<<Insert reason why you were chosen for the job here.>>
LETTER OF REFERENCE
<<Insert copy of the original letter of reference here. Each letter should start
on a new page. Add page breaks as needed. >>
Listings
The following properties have been selected for your consideration, based on our
initial consultation.
<< Summarize what the client is looking for and how the short list of selections
you have provided match their requirements and needs. >>
<< Use the Listings template to display a list of properties. This template is i
ntended for use as a specialty real estate document. >>
Property Listings
<< Property Title >> - << Identifier code >>

<< Insert photo of the property. >>
Description: << Property description >>
Square Feet: << Property size >>
Benefits: << Describe the benefits of the property. >>
Operating Expenses: << Cost to operate the property >>
Address: << Property address >>
Cost: << Property asking price >>
<< Property Title >> - << Identifier code >>
<< Insert photo of the property. >>
Description: << Property description >>
Square Feet: << Property size >>
Benefits: << Describe the benefits of the property. >>
Operating Expenses: << Cost to operate the property >>
Address: << Property address >>
Cost: << Property asking price >>
List of Supporters
The following companies and organizations have demonstrated their support for ou
r project. Feel free to contact any of our supporters about their experience wit
h <<Company>>.
Organizations:
<<Insert supporter 1 organization name>>
<<Name>>, <<Title>>
<<Web site URL>>
<<Name>>, <<Title>>
<<Web site URL>>
Government Agencies:
<<Name>>, <<Title>>
<<Web site URL>>

<<Name>>, <<Title>>
<<Web site URL>>
Individuals:
<<Name>>, <<Title>>
<<Web site URL>>
<<Name>>, <<Title>>
<<Web site URL>>
Litigation
At this time there is no outstanding litigation or known pending litigation invo
lving <<Company>>.
<< Or, if you are involved in litigation, supply the following details. >>
<< Describe the details of the litigation. >>
<< Describe your company s perspective on the litigation. >>
<< Describe the expected costs of the litigation. >>
<< Describe the potential impact of success or failure of the litigation. >>
<< Describe any positive aspects of the litigation. >>
<< The litigation template is a typical template used in business plans and gran
t proposals when requesting funding for a business or project. If you are involv
ed in (or may soon be involved in) litigation, make sure to outline the situatio
n appropriately, including projected costs and expected outcome. >>
Location Analysis
<< Use the Location Analysis template to outline how the physical location (or o
nline location) meets the needs of the project or business plan. >>
<<Company>> has performed a thorough business location analysis. Following are t
he results.
<< As part of your business plan, you should have done a location analysis. Loca
tion is extremely important for both online and offline businesses. An analysis
of a physical location for an offline business should include descriptions of ac
cess to the target market, visibility, parking, existing competition, etc. Locat
ion analyses for online businesses should discuss choice of web site address, ke
ywords, advertising areas, copywriting, search engine listings, existing competi
tion, etc. >>

Primary Location
Location: << Describe the location and how it meets the physical requirements of
the business. Discuss the times of day the location will be used and how the ar
ea meets those time of use requirements. >>
Security: << Describe the security of the area for the physical business facilit
ies and inventory, employees, and customers. >>
Infrastructure: << Describe the infrastructure in the area. Will you have all of
the external support services required to start and grow the business? >>
Demographics: << Describe the demographics of the area. >>
Access: << Describe access to the location, parking availability, handicap acces
s, ease of entry from traffic, etc. >>
Competition: << Describe the competition in the area. Where do you stand out and
how will you be able to compete with them? >>
Marketing: << Describe how you will be able to market in this area. >>
Alternate Location
Location: << Describe the location and how it meets the physical requirements of
the business. Discuss the times of day the location will be used and how the ar
ea meets those time of use requirements. >>
Security: << Describe the security of the area for the physical business, employ
ees, and customers. >>
Infrastructure: << Describe the infrastructure in the area. Will you have all of
the external support services required to start and grow the business? >>
Demographics: << Describe the demographics of the area. >>
Access: << Describe access to the location, parking availability, handicap acces
s, ease of entry from traffic, etc. >>
Competition: << Describe the competition in the area. Where do you stand out and
how will you be able to compete with them? >>
Marketing: << Describe how you will be able to market in this area. >>
Virtual Location
Location: << Describe the web site URL and how it meets the virtual requirements
of the business. How does the URL relate to the name of the business and the pr
oducts and services offered? >>
Competition: << Describe the competition. Where do you stand out and how will yo
u be able to compete with them? >>
Marketing: << Describe how you will be able to market this web site URL. >>
SEO: << Describe the search engine optimization techniques which will be used to
ensure the web site can be easily found on the Internet. >>
Logistics
The logistics required for the successful completion of the project are outlined
below. <<Company>> has experience in the complex business operations required b
y the project and will ensure an optimized, cost-effective, and competitively ad
vantageous solution.
<< Describe the type of logistics required for the project. Logistics are genera
lly the details of managing the flow of complex business operations. A common ex
ample is the methodology used to transport goods and to manage the information a
ssociated with the operations, such as a system for international transportation
of goods from the manufacturer through customs and on to the final destination(
s). Even small businesses use logistics in the production, data management, and
delivery of their goods. >>
Logistics Services:
Supply Chain Management
<< Describe the logistics service here. >>
Warehouse Logistics
Inventory Management
Shipping and Transportation Logistics
Logistics Optimization
Project Management
(EDI) Electronic Data Interchange
Maintenance Plan
After the initial project is completed and accepted <<CustCompany>> may enter in
to a separate maintenance agreement for ongoing support of the following compone
nts.
<<Insert information regarding the systems which are expected to require ongoing
maintenance. You may want to enter into a separate contract for providing mai
ntenance support separate from the initial development agreement. For very com
plex systems consider using a 3rd party Maintenance Tracking System>>

<<Insert component requiring ongoing maintenance>>
<<Insert
<<Insert
<<Insert
<<Insert
description of the maintenance required>>

frequency of maintenance required>>
cost estimate of maintenance>>
responsible party to perform maintenance>>

<<Insert
<<Insert
<<Insert
<<Insert


<<Insert
<<Insert
<<Insert
<<Insert


<<Insert
<<Insert
<<Insert
<<Insert

Maintenance Schedule
The project will require future preventive maintenance of the components. A proj
ected maintenance schedule is included below.
<<Include all of the activities involved in the maintenance here and list them w
ith dates and durations in the table below.>>
<<Include a statement about the importance of the maintenance tasks being comple
ted.>>
<<Include a summary of the equipment, hardware, software or other items to be ma
intained.>>
Maintenance Job Description
Notes:
Date
Duration
<<Insert any special notes needed for additional explanation here, such as perso
nnel and other resources required for the various tasks.>>
Project Management
Based on our staff resumes and <<CustCompany>> s project needs, we have put togeth
er the following proposed project management team.
Client/Project team contact: <<Insert team member here>>
The team contact person is responsible for managing all contact between the <<Co
mpany>> development team and <<CustCompany>>. To keep the project on schedule a
nd avoid communication problems all project related issues must be managed throu
gh your contact person.
Project manager: <<Insert team member here>>
The project manager is responsible for internally managing the project to meet t
he production schedule and budget constraints.
Team leader: <<Insert team member here>>
The team leader is responsible for managing the technical details of the project
to ensure it meets the terms of the proposal and contract. The team leader wil
l manage all of the activities of the subordinate team members and answers direc
tly to the project manager.
<<Insert title here>>: <<Insert team member here>>
<<Insert team member responsibilities here>>
The contact person will be your main contact point to the project development te
am. All decisions must be cleared through the team contact person and project m
anager. Subordinate team members should not be contacted directly unless cleare
d by the team contact, project manager and team leader.
For detailed resumes of each project team member see the individual team resume
section of the proposal.
<<Insert description of how client and your company will work together on the pr
oject>>.
Market and Audience
The following describes the target market and audience. The implementation of t
he marketing is described in the Marketing Plan section of the proposal.
The target market niche:
<<Briefly describe the niche market (students, IT professionals, etc.)>>.

The size of the target market:
<<Briefly describe how many people, groups or companies are in the target market
>>.
Where they can be reached:
<<Briefly describe how to reach the target market & what channels will be used.
This should also be reflected in the Marketing Plan >>.
Target market demographics:
<<Briefly describe the demographics of the target market (income ranges, age ran
ges, occupations, sex, race, physical location, etc.)>>.
Why they are the target market:
<<Briefly describe why they are the target market for your goods, service or pro
motion.>>
What qualifies them as members of the target market:
<<Briefly describe what qualifies them to be in the target market.>>
What will cause the target market to respond to the campaign:
<<Briefly describe what this target market responds to (style, best value, prest
ige, lowest price, etc.). This should be reflected in the Marketing Plan .>>.
How this project will benefit the target market:
<<Briefly describe what benefits the target market will receive from responding
to the marketing campaign. This should be reflected in the Marketing Plan >>.
Marketing Plan
In order to facilitate creating an environment where sales can take place the fo
llowing marketing plan is to be implemented. The target market has been describ
ed in the Market and Audience section of the proposal.
Planning Process:
<<Briefly describe the planning process & define marketing objectives>>.
Marketing Venues:
<<Briefly describe various methods of marketing to be implemented or researched>
>.
Marketing Budget:
<<Define the marketing budget to work with>>.
Marketing Time Table:
<<Define the marketing timetable, with an emphasis on scheduling campaigns ahead

of time to coincide with project completion and the critical components of the
project which must be completed before the marketing campaign can start.>>.
Follow-up Marketing Plan:
<<Briefly describe the follow-up marketing campaign. This can include 2nd round
marketing to mailing lists, follow-up postal mailings, surveys, etc.>>.
Marketing Analysis:
<<Briefly describe how the results of the marketing plan will be recorded and an
alyzed after completion in order to judge effectiveness>>.
Materials
This project will require the following materials to complete. The required mate
rials have been divided into four categories: material owned by <<Company>> to b
e used during the course of the project, material owned by <<CustCompany>> to be
supplied during the course of the project, material to be purchased or leased b
y <<Company>> to complete the project, and material to be purchased or leased by
<<CustCompany>> to complete the project.
<<Company>> Material:
<<Insert list of materials here>>.
<<CustCompany>> Material:
Material to be purchased or leased by <<Company>>:
Material to be purchased or leased by <<CustCompany>>:
Measures of Success
The following methods will be employed to measure the outcome of the project.
<< Describe your methods for gathering information and how they will be used or
analyzed to determine whether the project was a success. >>
<< Use the Measures of Success template to describe how you will perform the mea
surements, data analysis, etc. that will be used to determine if the project was
a success. Measures of success can include anything for which you can collect d
ata and compare against an expected or past result. >>
Project Specifications
All project specifications must be met as outlined in the proposal.

Contractual Obligations
All contractual obligations must be met as outlined in the contract and addenda.
Documentation Completed
All required documentation must be completed and delivered.
Training Completed
All training of <<CustCompany>> personnel must be completed.
Memberships
<<Company>> is an active member of the following associations <<or organizations
, groups, forums, committees, etc.>>.
<< Use the Memberships document to outline the associations to which you belong.
If you are selling memberships, you can also edit this template to show your ow
n membership information, such as membership levels, benefits, and prices. >>
Active Memberships:
<< Name of association >> - << Date range of membership >>
<< Briefly describe the nature of the membership and how it benefits the project
or company. >>
<< URL of the membership web site. >>
or company. >>
or company. >>
Memorandum of Understanding
<< Insert your memorandum of understanding text here. A Memorandum of Understan
ding can be ANY type of agreement; there is no standard text for such an agreeme
nt. We have included a generic services agreement you can use if it is applicabl
e to your situation. If you have received a Memorandum of Understanding from th
e client or agency you are responding to, include it here. Due to the complexity
and legal implications of contracts, you will need to consult an attorney for c
ontracts if you do not already have a contract. It is highly advised that you s
eek professional council for any contracts you obtain from third parties or that
you alter yourself. While this is not legal advice, be aware that the entire p
roposal and all statements in it can be considered part of the contract; you may
be held accountable for everything in your final proposal and contract. Consul
t an attorney specializing in your industry for assistance. >>
MEMORANDUM OF UNDERSTANDING
THIS AGREEMENT is made this <<CurrentDay>> day of <<CurrentMonth>>, <<CurrentYea
r>> by and between <<Company>> ( Company ) and <<CustCompany>> ( Customer ).
Recitals
A.
Company has experience and expertise in << Insert a description of the t
ype of services you have experience in providing >>.
B.
Customer desires to have Company provide services for them.
C.
Company desires to provide services to Customer on the terms and conditi
ons set forth herein (the Services ).
Agreements
In consideration of the mutual covenants set forth in this Agreement, Cu
stomer and Company hereby agree as follows:
1. Services Rendered.
Company agrees to render and be compensated for the Services according to the te
rms listed on Exhibit A attached hereto.
2. Scope of Work.
Company agrees to provide Services pursuant to the Scope of Work set forth in Ex
hibit B attached hereto (the Scope of Work ).
3. Delivery of Services.
Company will use reasonable diligence in the rendering of the Services. Customer
acknowledges, however, that any stated delivery deadline and the other payment
milestones listed in Exhibit A are estimates and are not required delivery dates
.
4. Ownership Rights.
Customer shall retain all of its intellectual property rights in any text, image
s or other components it owns and transmits to Company for use in the Services.
Customer shall hold the copyright for the agreed-upon version of the Services as
delivered, and Customer s copyright notice may be displayed in the final version.
Company retains exclusive rights to pre-existing material it uses in Customer s pr
oject(s). Customer does not have right to reuse, resell or otherwise transfer ma
terial owned by Company or third parties. Company s materials shall be defined as
set forth in Exhibit C, attached.
5. Compensation.
For all of Company s services under this Agreement, Customer shall compensate Comp
any, in cash, pursuant to the terms of Exhibit A attached hereto. In the event C
ustomer fails to make any of the payments referenced in Exhibit A by the deadlin
e set forth in Exhibit A, Company have the right, but is not obligated, to pursu
e any or all of the following remedies: (1) terminate the Agreement, (2) remove
or withhold services or deliverables, or (3) bring legal action.
6. Confidentiality.
Customer and Company acknowledge and agree that the Scope of Work and all other
documents and information related to the development of the Services (the Confide
ntial Information ) will constitute valuable trade secrets of Company. Customer sh
all keep the Confidential Information in confidence and shall not, at any time d
uring or after the term of this Agreement, without Company s prior written consent
, disclose or otherwise make available to anyone, either directly or indirectly,
all or any part of the Confidential Information. Excluded from the Confidential
Information definition is anything that can be seen by the public.
7. Limited Warranty and Limitation on Damages.
Company warrants the Services will conform to the Scope of Work. If the Services
or Deliverables do not conform to the Scope of Work, Company shall be responsib
le to correct the Services or Deliverables without unreasonable delay, at Compan
y s sole expense and without charge to Customer, to bring the Services or Delivera
bles into conformance with the Scope of Work. This warranty shall be the exclusi
ve warranty available to Customer. Customer waives any other warranty, express o
r implied. Customer acknowledges that Company is not responsible for the results
obtained by Customer on the Services. Customer waives any claim for damages, di
rect or indirect, and agrees that its sole and exclusive remedy for damages (eit
her in contract or tort) is the return of the consideration paid to Company as s
et forth in Exhibit A attached hereto.
8. Independent Contractor.
Company shall be retained as an independent contractor. Company will be fully re
sponsible for payment of its own income taxes on all compensation earned under t
his Agreement. Customer will not withhold or pay any income tax, social security
tax, or any other payroll taxes on Company s behalf. Company understands that it
will not be entitled to any fringe benefits that Customer provides for its emplo
yees generally or to any statutory employment benefits, including without limita
tion, worker s compensation or unemployment insurance.
9. Equipment.
Customer agrees to make available to Company, for Company s use in performing the
services required by this Agreement, such items of hardware and software as Cust
omer and Company may agree are reasonably necessary for such purpose.
This Agreement contains the entire agreement between the parties relating to the
subject matter hereof and supersedes any and all prior agreements or understand
ings, written or oral, between the parties related to the subject matter hereof.
No modification of this Agreement shall be valid unless made in writing and sig
ned by both of the parties hereto.
10.2 Governing Law.
10.3 Binding Effect.
This Agreement shall be binding upon and inure to the benefit of Customer and Co
mpany and their respective successors and assigns, provided that Company may not
assign any of its obligations under this Agreement without Customer s prior writt
en consent.
10.4 Waiver.
The waiver by either party of any breach or failure to enforce any of the terms
and conditions of this Agreement at any time shall not in any way affect, limit,
or waive such party s right thereafter to enforce and compel strict compliance wi
th every term and condition of this Agreement.
10.5 Good Faith.
Each party represents and warrants to the other that such party has acted in goo
d faith, and agrees to continue to so act, in the negotiation, execution, delive
ry, performance, and any termination of this Agreement.
10.6 Right to Remove Services.
In the event Customer fails to make any of the payments set forth on Exhibit A w
ithin the time prescribed in Exhibit A, Company has the right to remove or withh
old the Services or Deliverables until payment in full is made, plus accrued lat
e charges of 1 % per month.
10.7 Indemnification.
Customer warrants that everything it gives Company to use in the delivery of the
Services or any deliverable is legally owned or licensed to Customer. Customer
agrees to indemnify and hold Company harmless from any and all claims brought by
any third party relating to any aspect of the Services, including, but without
limitation, any and all demands, liabilities, losses, costs and claims including
attorney s fees arising out of injury caused by Customer s products/services, mater
ial supplied by Customer, copyright infringement, and defective products sold vi
a the Services or Deliverables.
10.8 Use of Services for Promotional Purposes.
Customer grants Company the right to reference the Services or Deliverables or t
he Customer s name for promotional purposes and/or to cross-link it with other Ser
vices offered by Company.

10.9 No Responsibility for Theft.
Company has no responsibility for any third party taking, stealing, destroying
or otherwise ruining all or any part of the Services or Deliverables rendered un
der this Agreement.
10.10 Attorney s Fees.
In the event any party to this Agreement employs an attorney to enforce any of t
he terms of the Agreement, the prevailing party shall be entitled to recover its
actual attorney s fees and costs, including expert witness fees.
10.11 Identification of Company.
Customer agrees that Company s identification may be associated with the Services
or Deliverables as the creators. Customer also agrees to put Company s copyright n
otices on the Services or Deliverables and the relevant content therein.
10.12 No Responsibility for Loss.
Company is not responsible for any down time, lost files, improper links or any
other loss that may occur from any service or deliverable related to Company s wor
k or the rendering of the Services or Deliverables.
10.13 Transfer of Rights.
In the event Company is unable to continue maintenance of the Services, Customer
shall have non-exclusive rights to use pre-existing material (see Exhibit C) ow
ned by Company in connection with Customer s Services.
The parties represent and warrant that, on the date first written above, they ar
e authorized to enter into this Agreement in its entirety and duly bind their re
spective principals by their signatures below:
<<CustCompany>>
By: ________________________________
Title: _______________________________
Date signed: _________________________
<<Company>>
By: ________________________________
Title: ______________________________
Date signed: _________________________
Merchandising
<< Use the Merchandising template to outline your merchandising plan, including
production, sales, and marketing. >>
<<Company>> intends to create a profitable income stream from merchandising the
following line of products.
<< Describe the products that will be mass-produced and merchandised. >>
<< Describe the target market for the merchandise. >>
<< Describe the current market trends and how they fit with the merchandising pl
an. >>
<< Describe the selling season or sales cycle for the merchandise. >>
<< Describe the details and budget needed to produce and distribute the merchand
ise. >>
<< Describe the details and budget needed to advertise and promote the merchandi
se. >>
<< Describe the expected profits. There is also a Breakeven Analysis template yo
u can use to show more financial analysis. >>
Milestones
The project will consist of a number of significant milestones to be reached on
the schedule outlined below. These intermediate milestones of progress will star
t with the acceptance of the proposal and end with the acceptance of the complet
ed project.
<< Use the Milestones document to outline critical steps or milestones in the co
urse of the project. Examples can include delivery or completion of key services
or components, or reaching certain goals. Your proposed milestones should also
match your contractual obligations. Your final signed contracts may include this
list of milestones. Make sure the milestones listed in your proposal and in you
r contracts are all presented in the same order and described in the same terms.
You can also repurpose this Milestones template and use it to highlight key mil
estones in your company s history. >>
Milestone
Schedule
1
<<Date>>
2
<<Date>>
3
<<Date>>
4+
<<Date>>
<<Date>>
Final <<Date>>
Mission Statement
Description
<< Insert description
of
of
of
of
of
of
the
the
the
the
the
the
milestone
milestone
milestone
milestone
milestone
milestone
>>
>>
>>
>>
>>
>>
Mission Statement
<<Insert your company mission statement here>>
Core Values
<<Insert core value>>
<<Insert description of core value
<<Insert core value >>
<<Insert core value >>
here>>
here>>
here>>
here>>
here>>
Purpose Statement
<<Insert your company Purpose slogan here>>
<<Insert your company Purpose Statement here. A Purpose Statement is a descript
ion of how your mission statement is achieved>>
Monthly Budget
The following table outlines <<Company>> s monthly budget. The budget summarizes i
ncome and expenditures by source and operating area.
<< Use the Monthly Budget document to summarize your assets and expenses for the
month. Describe the highlights of your monthly budget to show your major assets
and expenses. If the proposal doesn t require a complete breakdown, just include
the major categories. >>
Income Sources:
<< Income source #1 >> - << Total from this source >>
Monthly Budget Summary
Assets
Cash
<< Insert $ >>
Accounts Receivable
<< Insert $ >>
<< List all other financial income. >> << Insert $ >>
TOTAL ASSETS: << A:Sum $ >>
Expenses
Accounts Payable
<< Insert $ >>
<< List all other expenses. >> << Insert $ >>
TOTAL EXPENSES: << E:Sum $ >>
Surplus (Deficit):
Non-Disclosure
<< Sum A-E >>
<<Company>>
<<Address1>>
THIS AGREEMENT is made on this day <<CurrentDate>>, by and between <<Company>> (
hereafter referred to as Company ) and <<CustCompany>> (hereafter referred to as
stomer ).
I agree that the information I am requesting from the Company is confidential, p
roprietary and may contain trade secrets. I understand that it will be provided
in confidence. I agree not to disclose this information to any third parties a
nd that my obligation of confidentiality shall extend for a period of three (3)
years from the date of disclosure by the Company.
I will be under no obligation of non-disclosure for any information which:
a)
At the time of disclosure had been published or was otherwise in the pub
lic domain;
b)
After disclosure is published or otherwise becomes a part of the public
domain through no fault on its behalf; or
c)
Is or has been rightfully disclosed to it, by a party that has no obliga
tion to the "owner" directly or indirectly with respect thereto to the extent th
at such third party disclosure is received without an obligation of confidential
ity.
Each party represents and warrants that, on the date first written above, that t
hey are authorized to enter into this Agreement in entirety and duly bind their
respective principals by their signature below:
<<CustCompany>>
By: ________________________________
Title: _______________________________
Date signed: _________________________
<<Company>>
By: ________________________________
Title: ______________________________
Date signed: _________________________
Needs Assessment
<<Company>> has identified the following needs which are not being met.
<< Describe the need your company is proposing to fill. This should be an extern
Cu
al-looking overview accessing the needs not being met. Describe the need from th
e viewpoint of who is to benefit from the project. >>
<< Describe why this need is an important one. Show why it is a problem. Narrow
your focus of the problem down to where it is local and specific enough to match
the solution you are capable of offering. For example, lack of computers in sch
ools does not describe a specific need. Lack of computer skills among students i
n rural areas of your county relative to the rest of the state would describe a
more realistic and defined need. >>
<< Describe how your company can fill that need by offering a solution. You need
to make the case that your company is the right choice to provide a solution. >
>
Needs:
<< Briefly summarize the needs. >>
Market:
<< Describe the market that will benefit. If this is not a commercial need, you
may change the title from Market to Constituency or Demographics as you see fit.
>>
Solution:
<< Briefly summarize your solution. >>
Sources:
<< List additional sources of information. Additional sources of information can
provide more information from independent sources to help strengthen your pitch
. >>
Studies:
<< Describe any studies done that back up the importance of fulfilling the needs
. There is also a Studies template if you need to expand on this subject. >>
Non-Disclosure
THIS AGREEMENT is made on this day <<CurrentDate>>, by and between <<Company>> (
hereafter referred to as Company ) and <<CustCompany>> (hereafter referred to as
stomer ).
Each of the undersigned parties, and the Company, understands that both parties
have a desire to establish an employment, consulting or other business relations
hip between the Company and the Customer.
Each have disclosed or may disclose information & trade secrets relating to thei
r business (including, but without limitation, client communications and custome
r lists, computer programs, technical drawings, graphics & media files, algorith
Cu
ms, scripts, know-how, formulas, processes, ideas, inventions (whether patentabl

e or not), schematics and other technical, business, financial, customer and pro
duct development plans, forecasts, strategies, business practices and informatio
n), which to the extent previously, presently, or subsequently disclosed is here
inafter referred to as Proprietary Information . Proprietary Information also include
s proprietary or confidential information of any third party who may disclose su
ch information to either party in the course of the either parties business. The
party who discloses Proprietary Information is hereinafter referred to as Disclos
ing Party and the party who receives this information is hereinafter referred to
as Receiving Party.
Agreements
In consideration of the parties discussions and any access to Proprietary Informa
tion of either party, both parties make the following agreements:
a.
To hold all Proprietary Information disclosed by either party in the str
ictest of confidence and to take the same degree of care to protect such informa
tion as it does with its own Proprietary Information. No less than reasonable ca
re shall be maintained by either party.
b.
Shall be granted the use of Proprietary Information only within the sco
pe and purpose for which it was disclosed; to be used only for the benefit of th
e Company; shall not exploit or permit to be used or exploited Proprietary Infor
mation for the benefit of the employee or the benefit of another without the exp
ress written permission of the Company.
c.
Not to disclose or use any such Proprietary Information or any informati
on derived therefrom to any firm, supplier, business, third party or other organ
ization.
d.
Not to reverse engineer, tamper, alter or copy any such Proprietary Info
rmation.
e.
Not to export, allow for export, or distribute into the public domain an
y such Proprietary Information or product thereof.
f.
That all records, files, letters, memos, faxes, notebooks, drawings, ske
tches, reports, collateral, program listings, or other written , audio, magnetic
, video, source or other tangible material containing Proprietary Information, w
hether the author or not, are exclusive property of the Disclosing Party and are
entrusted to be used only to the benefit of this relationship, and shall be mad
e available by the Disclosing Party immediately upon request by the Disclosing P
arty.
g.
Upon request the Receiving Party shall turn over all Proprietary Informa
tion owned by the Disclosing Party and immediately surrender any and all records
, files, letters, memos, faxes, notebooks, drawings, sketches, reports, collater
al, program listings, or other written , audio, magnetic, video, source or other
tangible material containing any such Proprietary Information and any and all c
opies or extracts thereof.
h.
That each provision herein shall be treated as a separate and independen
t clause, and the unenforceability of any one clause shall in no way impair the
enforceability of any other clauses herein.
Both parties also shall not disclose the Proprietary Information to those employ
ees who do not have a qualifiable need to know such information and, in any even
t, shall be liable for all improper disclosures by its employees.
Without a grant of any right or license, the parties agree that the foregoing sh
all not apply with respect to any Proprietary Information that either party can
document as being
a)
Made available or becomes generally available to the public through no i
mproper action or inaction by either party or any agent, consultant, affiliate,
contractor or employee.
b)
Disclosed to it by a third party who did not owe a duty of confidentiali
ty.
c)
In its possession or known by it without restriction prior to receipt fr
om the other party.
d)
Independently developed without use of any Proprietary Information by em
ployees who have had no access to such information. Either party may make disclo
sures required by law or court order provided it uses diligent reasonable effort
s to limit disclosure and to obtain confidential treatment or a protective order
and has allowed the Disclosing Party to participate in the proceeding. Either p
arty shall immediately give notice to the other of any unauthorized use or discl
osure of the other s Proprietary Information by the party or its employees or agen
ts.
Both parties understand that nothing herein requires:
1)
The disclosure of any Proprietary Information of the Disclosing Party or
requires that either Party to proceed with any transaction or relationship.
Both parties understand that, except as otherwise agreed in writing, that the Pr
oprietary Information which it may receive concerning future plans is tentative
and is not intended to represent a contract of employment, retainment, nor does
it constitute a decision by either party concerning the implementation of such p
lans. Proprietary Information provided to either party hereunder does not repres
ent a commitment by either party to purchase or otherwise acquire any products o
r services from the other party. If either party desires to purchase or otherwis
e acquire any products or services from the other party, the parties will execut
e a separate written agreement to govern such transactions.
2)
This agreement supercedes all prior agreements, whether written or oral,
between both the Disclosing & Receiving Parties as relating to the subject matt
er of this agreement. This agreement may not be altered, modified, amended or di
scharged, in whole or in part without the express written permission of both the
Disclosing and Receiving Parties.
Terms and Conditions
1. Communications.
This Agreement shall govern all communications, whether electronic, written, ora
l, or other medium between the parties made during the term of this Agreement.
2. Termination.
This Agreement shall expire upon thirty (30) days written notice by either party
; provided, however, a Receiving Party s obligations under the terms of this Agree
ment shall continue with respect to all Proprietary Information disclosed prior
to the expiration of this Agreement. Both the Disclosing and Receiving Parties o
bligations shall survive the termination of his/her employment and shall be bind
ing upon all heirs, executors, administrators, and legal representatives.
3. Remedy of Law.
Both parties acknowledge and agree that due to the nature of the Proprietary Inf
ormation, there can be no adequate remedy of law for any breach of its obligatio
ns hereunder, which breach may result in irreparable harm. Upon any such breach
or any threat thereof, the party disclosing the information shall be entitled to
appropriate equitable relief in addition to whatever remedies it might have at
law. In the event that any of the provisions of this Agreement shall be held by
a court to be overbroad as to scope, such provision or provisions shall be limit
ed or eliminated to the minimum extent necessary so that this Agreement shall ot
herwise remain compatible with the law as it shall appear.

4.1 Governing Body.
This Agreement supersedes all prior discussions and writings and constitutes the
entire agreement between the parties with respect to the subject matter hereof.
The prevailing party in any action to enforce this Agreement shall be entitled
to costs and attorneys fees.
4.3 Binding Effect.
This Agreement shall be binding upon and inure to the benefit of Customer and De
velopers and their respective successors and assigns, provided that Developers m
ay not assign any of his obligations under this Agreement without Customer s prior
written consent.
Each party represents and warrants that, on the date first written above, that t
hey are authorized to enter into this Agreement in entirety and duly bind their
respective principals by their signature below:
<<CustCompany>>
By: ________________________________
Title: _______________________________
Date signed: _________________________
<<Company>>
By: ________________________________
Title: ______________________________
Date signed: _________________________
Officers and Board

<<Company>> is proud to present our Officers and our Board of Directors:
<< Occasionally, you may need to supply detailed information about board members
. In that case, add the Executive Bio template. >>

<<Company>> Officers:
<<Name>>, <<Title (President, CEO, CIO, etc.)>>
<<Company>> Board of Directors:
<<Name>>, Chairman
<<Name>>, Vice - Chairman
<<Name>>, Secretary - Treasurer
Operational Impact
The following is a discussion of how the project will impact <<CustCompany>>'s o
perations and the proposed solutions for minimizing problems.
<< Demonstrate that you recognize the impacts the project may have on the client
's operations, or on the client's interaction with customers or with the public
in general. Explain how you intend to minimize any negative impacts, such as noi
se, air pollution, or temporary disruption or alteration of services. >>
<< Operational Impact #1 >>
<< Description of the problem, area impacted, and ramifications. >>
<< Specify how you will manage this issue to avoid or minimize the problem. >>
<< Description of the problem, area impacted and ramifications. >>
<< Description of the problem, area impacted and ramifications. >>
Client Operations
<<Researching every aspect of the client s business is not a requirement, however
you must show a clear understanding of the operation and processes that surround
and affect the project issues>>.
<<Company>> operates a <<Insert number of employees here>> employee facility in
the <<Insert location area here>> area. Labor in this market is both expensive
and challenging to find. It can take up to <<Insert training time in hours>> ho
urs to fully train a new employee, and the daily error rate runs at approximatel
y <<Insert employee error percentage rate>>. The employee turnover rate coupled
with the high error rate causes severe productivity and profitability issues.
<<Show a clear understanding of both the client s stated needs and what the propos
al will actually address related to the operations of the business>>.
<<Detail the opportunities for improving the client s productivity and profitabili
ty. You can expand on this in more detail using the Opportunities template>>.
Opportunity #1
<<Insert summary of the opportunity>>.
Opportunity #2
Opportunity #3
<<Restate for the client the expected outcome and how you perceive changes will
affect productivity or profitability. You can expand on this in more detail usi
ng the Expected Results template>>.
Opportunities
<<CustCompany>> has a number of opportunities to benefit from this project and <
<Company>> has the capabilities to exploit these opportunities.
<< Insert brief statement as to why you are the best suited to exploit the oppor
tunities. >>
<< Insert your descriptions of the opportunities that exist for the prospective
customer if you do this project for them. Examples of opportunities include savi
ng money, benefiting from a new service, exploiting a new niche market, etc. >>
Opportunity #1
<< Insert description of the opportunity. >>
<< Insert description of why you are best suited to provide the solution to bene
fit from the opportunity. >>
Opportunity #2
Opportunity #3
Organizational Structure
The following outlines <<Company>> s organizational structure, including the purpo
se and details of each unit. <<Company>> s organizational structure is intended to
optimize resources, reduce costs, and provide the largest benefit to our custom
er base.
<< Describe the components of the organizational structure. Examples are a paren
t organization and its subsidiaries; a company and its internal operating compon
ents, such as divisions and departments; or an employment hierarchy. >>
<< If you have a diagram of the organizational structure, insert it here. >>
<< Name of unit >> (<< Acronym of unit >>)
<< Describe the purpose or function of this unit of the structure. >>
<< Describe the flow of information, income, responsibilities, etc., into and ou
t of this unit. >>
<< List specific details about this unit, such as number of members, operating b
udget, contact information, etc. >>
t of this unit. >>
t of this unit. >>
Our Clients
Below is a list of some of the most important clients served by <<Company>>.
<< Client #1 >>
<< Describe this client and the goods or services you have delivered for the cli
ent, highlighting how the work performed relates to the work you plan to do for
your prospective client. >>
<< Client #2 >>
<< Client #3 >>
<< The Our Clients template is used to describe your company s past and present cl
ients. Use this template to demonstrate your business experience and that you ar
e a known and respected provider of the goods or services you are pitching in th
is proposal. Showing a list of your clients will help make your proposal stronge
r. >>
Outline
Following is a summarized list of chapters, along with their estimated page coun
ts.
<< Insert title of the book being proposed here >>
by << Insert author name(s) >>
Table of Contents
Introduction:
Chapter 1:
Chapter 2:
Chapter n:
Appendix:
Glossary:
Index:
<< Chapter title >>

<< Chapter title >>
<< Chapter title >>
<< Estimated page length >>

<<
<<
<<
<<
Estimated
Estimated
Estimated
Estimated
page
page
page
page
length
length
length
length
>>
>>
>>
>>
Page Count:
The book is estimated to be << Insert total page count >> pages in length.
There are estimated to be << Insert total image count >> images. Indicate how yo
u expect these to be produced (e.g., Author will provide all images in the form
of screen shots or photos; Author will provide sketches, from which Publisher wi
ll produce final illustrations).

<< Also include any other information required for the book such as foldout maps
or illustrations, or collateral material such as an enclosed CD-ROM. Indicate h
ow you expect these to be produced (e.g., Author will provide sketch for foldout
, from which Publisher will produce final image; Author will provide all sample
programs for CD-ROM). >>
Chapter Outlines:
Chapter 1
<< Chapter title >>
>>
<< Estimated page length
<< Description of chapter >>

Chapter 2
<< Chapter title >>
>>

Chapter n
<< Chapter title >>
>>
Ownership
<< Use the Ownership template to outline the ownership details of the project or
the business. >>
<< This template can be used to describe various types of ownership. If you are
creating a physical product or digital content, you can outline the ownership is
sues. If you are writing a business plan, you can outline the details of how the
business is owned. For a business, examples could be descriptions of a sole pro
prietorship, corporation, or LLC. For a project, examples could be descriptions
of who owns individual components of a larger project vs. who owns the project a
s a whole (i.e., a web site development project, book, or magazine could have mu
ltiple owners of the various pieces of media). >>
Partnerships
<<Company>> has formed strategic partnerships with the following companies and o
rganizations. Leveraging our relationships with these leading resources will ens
ure that the end result of the project is more successful.
<< Describe the partnerships you have formed and how they will benefit the proje
ct. Examples could be partnerships that increase your distribution, provide adde
d benefits to customers, or add capabilities you do not have yourself. >>

<< Summarize the partner s products or services. >>
<< Describe the nature of the partnership. >>
<< Describe the advantages to the project that this partnership brings. >>
<< URL of the partner s web site >>
Payment Schedule
The following is the payment schedule for this project. Refer to the Cost Summar
y for more detail concerning the overall project costs.
<< Insert your payment schedule here. Typically this template would be used for
projects requiring 2 or more payments on a pre-determined schedule. >>
Payment #1
Payment Date: << Insert payment date here >>
Payment Amount: << Insert payment amount here >>
Payment Criteria: First payment required at start of the project before work com
mences.
Payment #2
Payment Criteria: First project milestone completed.
Payment #3

Payment Criteria: Second project milestone completed.
Payment << Insert Payment # here >>
Payment Criteria: << Insert payment criteria description here >>
Payment << Insert Payment # here >>
Payment Criteria: Final payment upon project completion and acceptance.
Performance Requirements
The following performance requirements will be met to the satisfaction of <<Cust
Company>>. Performance testing will be done under repeatable conditions using in
dustry standard calibrated testing equipment.
<< Describe the types of performance requirements that must be met. If there are
specific standards (i.e., ISO, ANSI, etc.) that must be met, include that infor
mation. >>
General Requirements: << Describe the general requirements that must be met. Out
line the specific requirements below. >>
<< Insert the specific performance requirements of the project to be delivered.
Examples include: performing to a set of standards, performing to a set of metri
cs, meeting certain testing thresholds, etc. There is also a more general Requir
ements template that you may need to cover other requirements, such as contractu
al requirements. Projects may include many types of systems, including education
al, mechanical, electrical, and software. Outline the list of performance requir
ements as appropriate for your project. >>
<< Insert performance type >> Performance Requirements
<< Insert summary of the performance requirements here. >>
<< If specific standards must be met, such as ISO, ANSI, etc., list those standa
rds. >>
<< Include graphics or tables, if applicable, that show performance criteria. >>
<< Insert the testing parameters you will use to show this requirement has been
met. >>
rds. >>
<< Include graphics or tables if applicable that show performance criteria. >>
met. >>
rds. >>
<< Include graphics or tables, if applicable, that show performance criteria. >>
met. >>
Permits and Licenses

This project is legally required to obtain the following permits and to be perfo
rmed by individuals licensed to complete the project.
<< Use the Permits and Licenses template to outline the permits and licenses req
uired for the project. Examples include building permits, plumbing permits, elec
trical permits, licenses to practice certain fields of work, etc. >>
Permits Required:
Permit #1 - << Agency >>
<< Briefly describe the permit required, including fees, application process, tu
rn-around time, etc. >>
<< Briefly describe licensing requirements and how compliance will be met. >>
rn-around time, etc. >>
rn around time, etc. >>
Personnel
The following personnel will be assigned to this project. Personnel have been se
lected based on their ability to work together as a team with specialties in rel
ated projects.
<< Describe the people who will be working on the project. Show they have the ex
perience and qualifications required to make the project a success. >>
Planning
The following is our planning of activities to be carried out during the course
of the project.
<< Describe your approach to planning the activities related to the project and
how you will be able to achieve the timeline outlined. >>
<< The Planning template is used to describe a general list of activity planning
related to the project. >>
Activity #1: << Name of activity >>
Start Date: << Insert date. >>
<< Description of the activity >>
Responsible Party: << Insert name here. >>

Current Year P&L Statement
The following table outlines <<Company>> s profit and loss statement for the curre
nt year.
<< Describe the highlights of your profit and loss statement to show where your
company is doing best and where improvement is planned. >>
<< The profit and loss statement is also known as an income statement. It shows
financial results over a period of time. The pro forma version of your profit an
d loss statement may contain projected or hypothetical data. >>
P&L Statement for Year <<CurrentYear>>
Sales << Insert $ >>
<< Insert
<< Insert
Gross Profit
<< Sum $ >>
<< Insert
<< Insert
Depreciation
<< Insert -$ >>
Payroll << Insert -$ >>
<< Insert
Operating Income
<< Sum $
Interest Income << Insert $ >>
<< Insert
Interest Expense
<< Insert -$ >>
<< Sum $
Taxes << Insert -$ >>
<< Sum $
Shareholder Dividends << Insert -$ >>
Net Profit
<< Sum $ >>
-$ >>
-$ >>
-$ >>
-$ >>
-$ >>
>>
$ >>
<< Sum $ >>
>>
>>
<< If you require more information on creating a profit and loss statement, cons
ult your accountant or other financial information resources. >>
Policies
The company policies pertaining to << insert the policies in question >> are out
lined below.
<< Outline your company policies as they apply to this proposal. Typically this
template is used for government grant proposals where you are required to outlin
e certain policies. Policies could be related to privacy, human resources, perso
nnel, product sales, terms of service, warranties, etc. >>
Policy: << Name of the policy >>
<< Insert a copy of your company policy here. >>

Portfolio
<<Company>> has created numerous projects for other companies. Our portfolio co
ntains many similar projects, as we will develop with you. For more details see
our web site portfolio page at:
<<Insert URL of your portfolio web page>>
<<Insert portfolio project 1 here>>
<<Insert project description here>>
<<Insert any additional information here>>
Price List
The following solutions have been selected specifically to address <<CustCompany
>> s needs.
<<PRICELIST>>
<< Insert any extra information about your products or services such as shipping
, warranties, returns, etc. >>
Process Management
<< Use the Process Management template to outline your business process manageme
nt standards and tools and explain how they will benefit the project. >>
<<Company>> utilizes various business process management tools to monitor the pr
ogress of the project.
<< Describe your business process management (BPM) activities. Examples of proce
ss management include order systems, quality assurance, document management, tra
nsportation logistics, etc. >>
<< Describe any industry standards your process management conforms to, if appli
cable. >>
<< Describe the business process design. Show how the design of the processes wi
ll lead to better end results. Examples include the design of your order process
ing system. >>
<< Describe the business process execution. Execution usually depends on the use
of software tools. Describe the tools you use for the execution of your process
management. Examples include the specific order management software used and an
explanation of how it operates. >>
<< Describe how business processes are monitored. This may include testing the p
rocesses and knowing the state of the processes at any given time. Examples incl
ude knowing the state of an order in the system and testing for problems in the
order system. >>
<< Describe the benefits your company provides by using established and tested B
PM tools. >>
Process Summary
<< Use the Process Summary to outline the entire expected process from submittin
g the proposal through the successful conclusion of the project. >>
<< The Process Summary is a brief outline of the intended process of submitting
the proposal, negotiating any changes needed, acceptance of the proposal, negoti
ating and signing required contracts and documents, delivering on the contract,
and then wrapping up any loose ends. >>
<< This is meant as a short summary to show you have thought through all the det
ails from start to finish. Key points will be explained in detail in other secti
ons of the proposal. A process summary is typically used only in large and compl
ex proposals. >>
Products
<<Company>> produces the following products to be considered for this project.
We believe <<CustCompany>> will benefit from the use of these products.
<< Insert descriptions of all of your relevant products and how they will benefi
t the customer in this project. >>
this project. >>
<< Insert description of how this product is better than other competitive produ
cts. Consider adding the Case Studies template and referencing how your product
has been used in similar situations. >>
this project. >>
this project. >>
Product Visuals
The following images show examples of <<Company>> s products.
<< Describe briefly the products shown. >>
<< Describe briefly why the products are being shown. >>
<< You can use the Product Visuals template to display images of your own produc
ts, third-party products to be used in the project, or to show a new product bei
ng proposed. Images can be screenshots, product shots, packaging shots, product
logos and/or mood images (i.e. people photos with products conveying a mood). >>
<< Product Name #1 >>

<< Insert graphic here. >>
<< Describe the product graphic in relation to the project. >>
<< URL web site link to additional product information or larger format images,
or a reference to an appendix or attachment containing more details. >>
Profile
Applicant Organization: <<Company>>
Project Director: << Insert name of the project director. >>
Address: <<Address1>> <<Address2>>, <<City>>, <<State>> <<PostalCode>>
Fax: <<Fax>>
Email: <<Email>>
Project Title: <<ProjectTitle>>
<< Insert any other details about your company and the project that are required
by the RFP. >>
Profit and Loss Statement

The following table outlines <<Company>> s profit and loss statement.
<< Describe the highlights of your profit and loss statement to show where your
company is doing best and where improvement is planned. >>
<< The profit and loss statement is also known as an income statement. It shows
financial results over a period of time. >>
P&L Statement for Year <<Year 1>>

<<Year 2>>
<<Year 3>>
Sales << Insert $ >> << Insert $ >> << Insert $ >>
<< Insert -$ >> << Insert -$ >> << Insert
Gross Profit
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
Depreciation
Payroll << Insert -$ >> << Insert -$ >> << Insert -$ >>
Operating Income
<< Sum $ >>
<< Sum $ >>
<< Sum $
Interest Income << Insert $ >> << Insert $ >> << Insert $ >>
<< Insert $ >> << Insert $ >> << Insert
<< Sum $ >>
<< Sum $
<< Sum $ >>
Interest Expense
<< Sum $ >>
<< Sum $ >>
<< Sum $
Taxes << Insert -$ >> << Insert -$ >> << Insert -$ >>
<< Sum $ >>
<< Sum $ >>
<< Sum $
Shareholder Dividends << Insert -$ >> << Insert -$ >> << Insert -$ >>
Net Profit
<< Sum $ >>
<< Sum $ >>
<< Sum $ >>
-$ >>
-$ >>
-$ >>
-$ >>
-$ >>
>>
$ >>
>>
>>
>>
<< If you require more information on creating a profit and loss statement, cons
ult your accountant or other financial information resources. >>
Programs and Activities

The following outlines our current programs and activities.
<< Discuss your current programs and activities, such as community services, ins
urance programs, safety programs, disaster planning, etc. >>
<< Program #1 Name >>
<< Describe the program. >>
<< Describe the benefits of the program. >>
<< Describe the effectiveness of the program. >>
<< URL web site link or reference to more detailed information. >>

Background
<< Describe the background information regarding the proposal. This can be your
restatement of the purpose behind the grant or RFP being applied for. Show your
understanding of the reason for submitting your proposal. This is typically used
for a grant proposal. >>
<< Restate the need that has not been fulfilled. >>
<< Restate the reason for the need not being fulfilled yet. For example, it coul
d be due to a new federal mandate. >>
<< Restate the opportunity now present for qualified applicants such as yourself
, and relate it to what you have to offer. >>
<< Describe how your mission statement and philosophy are in line with the needs
of the project. >>
Project Budget
<< Insert a detailed budget for the entire project. You can also use the Cost Su
mmary template at the beginning of the proposal to show just the overall costs,
then detail them further in the project budget. Small proposals may use only one
of these templates. >>
Income Sources:
Annual Project Budgets Year 1 Year 2 Year 3
Assets
Cash
Accounts Receivable
<< List all other financial income. >> << Insert $ >> << Insert $ >> << Inser
t $ >>
TOTAL ASSETS: << A:Sum $ >> << A:Sum $ >> << A:Sum $ >>
Expenses
Accounts Payable
<< List all other expenses. >> << Insert $ >> << Insert $ >> << Insert $ >>
TOTAL EXPENSES: << E:Sum $ >> << E:Sum $ >> << E:Sum $ >>
Surplus (Deficit):
<<Sum A-E>>
<<Sum A-E>>
<<Sum A-E>>
Standard Disclaimer: The numbers presented above are to be used only as an estim
ate for the projects discussed. The budget shown here in no way constitutes a wa
rranty of final price. Estimates are subject to change if project specifications
are changed or costs for outsourced services change before being locked in by a
binding contract.
Projections
<< Use the Projections template to outline future projections related to the pro
ject. Examples include financial projections, resource usage projections, econom
ic projections, target market projections, etc. >>
<<Company>> has made the following projections regarding the proposed project.
<< Describe the type of projections being made. >>
<< Describe the data you are relying on to make a realistic future projection. I
nclude references to sources. Show that the projections are within the industry
norms. If your projections have been reviewed by an outside source such as your
accountant, include that information. >>
<< If your projections are based on assumptions, describe those assumptions here
. Examples of assumptions are sales volumes, availability of funding, tax rates,
economic forecasts, staffing levels, 3rd party services, etc. >>
<< Describe how you are planning for worst-case scenarios or other contingencies
. >>
<< Reference other financial documents included with the proposal, such as a Pro
fit and Loss Statement, Balance Sheet, and Cash Flow Analysis. >>
Project Methods
Following is a description of our project methods including how the project will
be developed, a timeline of events and reasons for why we suggest developing th
e project as described.
<< There are many templates covering various aspects of a project.
s to RFPs and grant proposals require a Project Methods summary.
xpand on aspects of the project methods using additional templates
ical Approach, Time Line, Installation Schedule, Expected Results,
Some response
You can further e
such as Techn
etc. >>
Research:
<< Describe existing research or studies to gather information required by the p
roject. >>
How the project will be developed:
<< Describe the details of how the project will be created and managed from star
t to finish. >>
Project schedule:
<< Describe the time line for events within the scope of the project from start
to finish. >>
Reasons for project methods:
<< Describe your reasons for developing the project as you have proposed. You ma
y have to justify why you have chosen your unique approach. >>
Expected results:
<< Describe the results expected from the project and why your approach should a
chieve those results. >>
Project Plan
A. General Information
Describe project title and date of plan as well as preparer.
Project Name:
Prepared by:
Date:
B. Persons of Interest
Contractor Information
For each business involved in the project, list all relevant details of the busi
ness itself, then list all persons of interest involved in the project and their
contact information.
Business Name:
Business Address:
Phone:
Business Contacts
Name
Title Phone(s)
Email
Business Name:
Business Address:
Phone:
Business Contacts
Name
Title Phone(s)
Email
Business Name:
Business Address:
Phone:
Business Contacts
Name
Title Phone(s)
Email
C. Plan Summary
1. Plan Description
Describe the Project plan as it relates to the objectives in section B of the Pr
oject-Analysis-Worksheet.
2. Plan Goals
For each project objective outlined in section B of the Project-Analysis-Workshe
et describe how the plan expects to complete each objective.
Project Objective
Plan Methodology
3. Plan Milestone Summary

List all the projected milestones for the project plan, the expected completion
of each.
Milestone
Expected Completion
4. Plan Resources
Describe all resources needed in the plan to complete overall plan goals. The re
source may be of any nature necessary to the completion of the plan.
Resource
Purpose
5. Resource Procurement
For each resource necessary to the plan as outlined above in C.4 describe the ex
pected procurement costs as well as which milestone as outlined in C.5 the resou
rce is necessary to achieve.
Resource
Related Milestone
Costs
6. Plan Risks
Describe the most relevant risks to the plans success in order of importance as
they relate to the completion of the project and what backups should be in place
to mitigate damage done to the project as a whole.
Risk
Backup Plan
1
2
3
4
5
6
7
Promotion
To facilitate creating a beneficial environment for sales, the following promoti
on plan will be implemented. The target market has been described in the Market a
nd Audience section of the proposal.
<< Describe how you will promote the project after it has been completed. You ca
n also use the Marketing Plan template to provide additional information. >>
Promotions will include:
press release information
kits for the press
satellite transmissions
pod and web casts
wire service and internet releases
product placement
media events and celebrities
press conference events
media seminars
partnerships
mass-mailer invitation to the community
radio and television spots
<< Insert additional promotions planned. >>
<< Insert Audience Targets. >>
Proposal Development Checklist
<< Use the Proposal Development Checklist as a starting point for creating your
own checklist suited to your business and workflow. Alter the tables and items a
s you see fit. The purpose of this checklist is to help you create a highly pers
onalized client-centered proposal that stands a much higher chance of success th
an a generic product or service cookie-cutter-style proposal. >>
Meet with the client and collect the RFP and any other required forms.
If you are responding to an RFP, analyze for all requirements, using the followi
ng table to keep track of basic RFP requirements (formatting, length, etc.). The
re are also RFP Cross Reference and Compliance Matrix templates for use in your
proposal to show adherence to the key RFP requirements of the project.
Make proposal development assignments to your staff. In the table that follows t
his checklist, note who is responsible for each task in the proposal development
.
Research the client, industry, and competing bidders.
Determine the client's needs, wishes, budget, and time requirements.
Gather client information.
Gather project information and requirements.
Gather your company, product, service, and management team information.
Make a preliminary selection of Proposal Pack templates to be used in the propos
al. The templates include boilerplate text and instructions you can use to help
determine what types of information to gather, and questions to ask your client
and yourself when writing your content. You can choose from more than 100 templa
tes. Very small proposals can use as few as three templates; very large proposal
s can use almost every one. The average business proposal will use ten to fiftee
n templates. Selection of Proposal Pack templates depends on the types of inform
ation required for presentation to the client. Start with the Cover Letter, Titl
e Page, Executive Summary, and Cost Summary. Then continue selecting templates a
s needed. The included collection of Proposal Pack templates will cover most pro
posals, be they small or large; product or service proposals; technical or non-t
echnical; for general business, grants, or governmental work. The templates incl
ude everything from resumes to business plans.
Determine who at the client's company will be reading/reviewing the proposal. A
proposal may be read by many people, all with their own ideas of what they want
to see in the proposal and how they want to see it. This is one reason that you
may want to include a lot of summary information, followed by detailed informati
on, along with cross-reference tables and easy-to-follow matrices and other help
ful material. Entire books have been written on how to prepare a proposal that m
eets readers' needs and expectations: you may want to consult one if you'd like
more help designing your proposal.
Determine which of the products and/or services you offer can most benefit the c
lient.
Determine exactly how your product/services will meet the specific needs of this
client.
Determine the tangible results the project should provide in the end.
Identify legal issues. Discuss nondisclosure and contract requirements with lega
l counsel as needed.
Develop rough drafts of all legal documents.
Determine cost estimates, budgets, and long-term Total Cost of Ownership (TCO).
Decide if you should still respond to the RFP, based on your analysis of the cli
ent's needs and your capabilities.
Gather all your proposal materials.
Pick the templates to use from the Proposal Pack collection. Use the optional Pr
oposal Pack Wizard to help select the documents to use for each proposal.
Generate your proposal framework, either by copying all the needed Proposal Pack
templates to a new folder on your hard drive or by using the Proposal Pack Wiza
rd to do so. You can choose to append all of the selected templates, creating on
e large document, or you may decide to keep them separate if multiple people are
writing the final proposal pieces.
Double-check your proposal-writing assignments and due dates. Update schedules i
f needed. For complex proposals, consider using scheduler software.
Fill in the Proposal Pack templates with your proposal content.
Describe the client's needs and the benefits they'll realize by working with you
, and tie everything together with related information. Summarize in the various
summary templates (Executive Summary, Cost Summary, Project Summary), then add
any required appendix material.
If you're responding to an RFP, create a proposal that exactly matches the state
d requirements. If the requirements say double-spaced, then double-space your pr
oposal. If they specify no more than ten pages, do not make it longer. Do not ad
d material that was not requested; do not leave out even the smallest detail tha
t was asked for. Failure to deliver a proposal exactly as requested, down to the
smallest detail, can get the entire proposal disqualified. Assume that a lot of
proposals will be submitted, and make yours easy to understand and follow. Use
summaries up front and at the end (assuming the RFP criteria allow this). If you
are submitting a proposal with no stated RFP guidelines, you have much more fle
xibility in writing the proposal and can include whatever information you deem i
mportant.
Edit, proof, and reorganize the proposal as needed.
If any proposal material was copied from past proposals or from other company in
formation, double-check to be sure that all client references are correct. It is
very bad form to include another client's name in a proposal.
Assign a second proofreader to edit, proof, and reorganize as needed.
Package and deliver the proposal. Deliver as many paper copies as requested (plu
s a couple of extras). Consider following up with a PDF electronic copy by e-mai
l. If you are responding to an RFP, it probably has specific delivery guidelines
you must follow.
Follow up with a personal contact to make sure the complete proposal was receive
d, with all required copies delivered.
Follow up with the proposal recipients to ask or answer additional questions. Us
e the Follow-up Letter template to request an interview and a chance to resubmit
an updated proposal if the proposal was rejected or the grant was not awarded.
Schedule a post-proposal interview. If you didn t win the proposal, find out why.
Use the Post-Proposal Analysis Checklist to help analyze the results.
Resubmit an updated proposal if allowed.
Proposal Information
<<ProposalTitle>>
Proposal #:
RFP #:
<<ProposalNumber>>
Internal Deadline:
Submission Deadline:
Client Name:
<<CustCompany>>
Address:
<<CustAddress1>>
<<CustAddress2>>
Phone: <<CustWorkPhone>>
Fax:
<<CustFax>>
E-mail: <<CustEmail>>
Primary Contact:
Secondary Contact:
<<CustFirst>> <<CustLastName>> : <<CustTitle>>
Proposal Description:
<< Description of proposal >>
Other Bidders: << List of other companies bidding on the project >>
RFP Format & Delivery Guidelines
Maximum Pages:
Formatting Requirements:
Copies to Deliver:
Delivery Requirements:
Proposal Writer #1:
Assignment:
Due Date:
Completed (Y/N):
<< Name >>
Proposal Writer #2:

Assignment:
Due Date:
Completed (Y/N):
<< Name >>
Provisions Compliance
This project is required to comply with the following provisions.
<< If your project is subject to compliance with any laws or Acts, list them her
e. For related templates, see the Regulations template also. On this page, list
Acts that govern any part of this project. For example, many types of work are r
equired to follow procedures spelled out by the HIPAA, National Food Security Ac
t, or Digital Millennium Copyright Act (DMCA), to name just a few. Whether it is
your company or the client's that must adhere to the regulations, prove here th
at you understand the rules and show how you plan to comply with them. >>
<< State your objectives for managing a project that complies with the provision
s. Examples could be providing a safer workplace (in compliance with health and
safety laws) or limiting liability for copyright infringement (in compliance wit
h DMCA). >>
Provisions Applicable to This Project:
Provision #1 - << Agency >> : << Name of Provision #1 >>
<< Briefly describe the provision and why it must be met. >>
<< Briefly describe how the provision will be met. >>

<< Provide a reference as an appendix, attachment or URL link to a web site prov
iding the full content of the Act or provisions. >>
Public Relations
<< The goal of Public Relations (PR) is to find out, through the use market rese
arch, how the public and individuals perceive your company or its products. Afte
r information is collected and evaluated, solutions to problems are identified a
nd put into a campaign strategy to address new goals. Insert information about t
he types of public relations you will be performing for your client here. >>
Public Relations Campaign Outline
Tools and techniques for a Public Relations Campaign may vary depending on your
goals.
Public Relations Campaign Elements include:
press release information
kits for the press
satellite transmissions
podcasts and webcasts
wire service and internet releases
product placement
events and celebrities
press conference events
media seminars
partnerships
<< Insert additional public relations services. >>
<< Insert Audience Targets. >>
<< Restate for the client the expected outcome and how you perceive changes will
affect productivity or profitability. You can expand on this in more detail us
ing the Expected Results template. >>
Qualifications
When searching for a high quality/guaranteed product/service, <<Company>> has co
ntinually proven to be a leader in this industry. This is demonstrated in the f

ollowing ways:
<<Insert your unique selling proposition (USP) here; what sets your company apar
t from your competition. List some specific points below>>.
<<Insert Unique Point #1>>.
<<Specify the strengths of your company that are desired characteristics for thi
s project>>.
<<Company>> has specialized in <<Insert major related field of expertise here>>
since <<Insert year>>. We have been cited by <<Insert independent reference her
e>> as a leader in the <<Insert industry name>> industry. Our staff is comprise
d of over <<Insert count>> members who specialize in <<Insert major related fiel
d of expertise here>> and devote ourselves to continual improvement to maintain
our leadership.
<<State the specific need(s) and identify exactly how you can meet or exceed the
requirements>>.
<<Need #1>>
<<Insert statement about how you are qualified to meet this need>>.
<<Need #2>>
<<Need #3>>
<<Show your understanding of the benefits the client can expect. Show what migh
t be lost if appropriate action is not taken. Identify or create areas of conce
rn for which the client must be particularly careful. These worry items may be fu
ndamental issues that other proposals may feel are too trivial to mention>>.
<<Show areas of specialization that are relevant to this project>>.
<<Show how you can meet the required schedule. You can expand on this topic by
also adding the Production Schedule template>>.
<<Company>> maintains a staff of over <<Insert number of employees>> who will be
assigned to your specific project.
<<Show your concern for doing the job properly>>.
Quality Control
<<Company>> has implemented a quality control system to ensure that this project
meets or exceeds the specifications. Our quality control system ensures the p
roject will proceed with minimal unforeseen problems and eliminates the costly t
rial and error approaches used by companies who do not integrate quality control
into their overall project development from start to finish.

<<Insert summary of your quality control system or procedures, internal audit ch
ecklists, version control, project documentation, design checklists and quality
control software, equipment and methodologies used. Provide a bullet point sum
mary of types of controls used below>>
<<Insert
<<Insert
<<Insert
<<Insert
<<Insert
<<Insert
quality
quality
quality
quality
quality
quality
control
control
control
control
control
control
type
type
type
type
type
type
here>>
here>>
here>>
here>>
here>>
here>>
<< Insert statement of any industry standards your quality control system confor
ms to (such as ISO standards). Use the Standards Compliance template to expand
on details if needed. >>
Recommendations
Based on our analysis of this project we recommend the following:
<<Make firm, clear recommendations accompanied by action steps. Make sure the r
eader can summarize the recommendations in one or two sentences. You can summar
ize your recommendations in the Project Summary template>>.
Recommendation #1
<<Insert detailed description of Required Action Step and ask client to take act
ion>>.
Recommendation #2
ion>>.
Recommendation #3
ion>>.
<<State goals and desired outcomes of the project>>.
Goal #1
<<Insert description of goal and desired outcome>>.
Goal #2
Goal #3
<<Support recommendations by giving specific details and quantifying the benefit

s. You can also expand on the benefits by adding the Benefits template>>.
<<Use a strong close and close with confidence - Ask for the business, tell the
reader exactly what you want him or her to do. Many proposals forget to ask the
prospective client to take action. You should also restate your request for ac
tion in the Project Summary template>>.
<<Company>> looks forward to working with you on this project and we guarantee y
our satisfaction in all phases of this project.
References
The following are some of our clients who have agreed to be references. Feel fr
ee to contact any of our references about their experience with <<Company>>. Fo
r more details see our web site references page at:
<<Insert URL of your references web page>>
<<Insert URL to clients site or portfolio page here>>
<<Insert reason why you were chosen for the job here>>
Reference Material
This appendix contains the information regarding any 3rd party material referenc
ed in this proposal.
<<Author>>. <<Title 1>>. <<Publisher>>. <<Date Published>>.
<<Description of reference material>>.
<<URL to reference material>>.
Regulations
This project is legally required to meet the rules and regulations listed below.
<< All projects must be performed in accordance with local, state, and federal l
aws. On this page, list rules or regulations that govern any part of this projec
t. For example, many types of work are required to follow procedures spelled out
by the FCC, FDA, FAA, or OSHA, to name just a few regulatory agencies. Whether
it is your company or the client's that must adhere to the regulations, prove he
re that you understand the rules and show how you plan to comply with them. >>
Legal Requirements Applicable to This Project:
Requirement #1 - << Agency >> : << Name of Requirement #1 >>
<< Briefly describe the requirement and state how it will be met. >>
Related Documents
This appendix contains information regarding external documents related to this
proposal.
Repayment Plan
<<Company>> will start repaying the loan on << insert start date >> in installme
nts per the repayment plan outlined below.
<< Summarize your cash flow analysis to show that income and expenses will allow
the repayment plan to be met successfully. There is a separate Cash Flow Analys
is template for a more comprehensive cash flow analysis you should also include.
>>
<< Describe how you plan to repay your loan, including where the money will come
from, when payments will be made, and for how long. You may also need to comple
te additional financially related documents, such as a credit history report, pe

rsonal financial statement, balance sheet, cash flow analysis, profit and loss s
tatement, etc. A lender will want to see you have a well thought out plan to pay
them back. >>
Repayment Sources:
<< Payment Source (cash income, investment income, etc.) >>
Payment Schedule:
<< Describe the payment schedule, including when payments will be made, how much
the payments will be, interest rates, and how long the payments will continue.
There are many types of repayment plans, such as fixed monthly payments, extende
d monthly payments (longer duration but with higher overall interest payments),
graduated payments (lower to start with, then gradually increasing), income cont
ingent payments (payments are adjusted based on current income), etc. >>
Report
<< The Report template is used to outline any type of report required by the pro
posal. This is typically an appendix page used to show an annual report, audit r
eport, or any other kind of report. >>
<< Insert the contents of the report here. >>
Requirements
The following project requirements will be met to the satisfaction of <<CustComp
any>>. The requirements will cover all aspects of the project.
<< Insert the general requirements of the project to be delivered. Examples inc
lude, performing to a set of standards, performing to a set of metrics, performi
ng the required functions, system requirements for specific hardware and softwar
e needed, all deliverables being met, all contract terms being met, deadlines be
ing met, etc. >>
Requirement #1
Description: All project deliverables must be delivered and perform to their spe
cifications.
<< Insert summary of all deliverables required. Reference any other templates i
n the proposal where detailed deliverable information is outlined. >>
Requirement #2
Description: All contractual obligations must be met as outlined in the contract
and addendums.
<< Insert summary of all contractual obligations to be met. Reference any other
templates in the proposal where the contractual obligations are outlined. Note
that the entire proposal and everything listed in it may be considered part of t
he contract. >>
Requirement #3
Description: All required documentation and training must be complete.
<< Insert summary of documentation and training to be completed. Reference the
appropriate detained templates such as the Documentation Specs, Training Plan, e
tc. for more details. >>
Requirement #4
Description: All system requirements must be met.
<< Insert summary of the system requirements here. System requirements include
hardware platforms, configurations, software programs, etc. >>
Requirement #5
Description: All functional requirements must be met.
<< Insert summary of the functional requirements here. Functional requirements
include all of the major functions the project is to be able to perform when com
plete. You can also reference other templates such as the Interface Specs. >>
Requirement #6
Description: All performance requirements must be met.
<< Insert summary of the performance requirements here. Performance requirement
s include such things as performance metrics, bandwidth, operation speed, mainte
nance, etc. >>
<<Company>> will be engaging in the following research and development.
<< Use the Research and Development template to outline your company s research an
d development process. Research and development can be related to sales and mark
eting, new products, new processes, human resources, economics, scientific advan
cement, social services, etc. >>
<< Depending on the type of proposal you are writing, research and development c
ould be described as your company s general r&d philosophy, as a specific approach
to the r&d needs of the proposed project, or as a request for use of another or
ganization s laboratory or facilities to perform the r&d. >>
<< Describe the research and development project. What are you trying to learn o
r accomplish? >>
<< Describe the implications of what you are trying to accomplish. Why are you d
oing the research? >>
<< Describe the research team. >>
<< Describe the research facilities. >>
<< Describe the estimated time and costs of the research. >>
Resources
<<Company>> has formed strategic partnerships with the following companies and o
rganizations. Leveraging our relationships with these leading resources will ens
ure that the end result of the project is more successful by providing us with t
he resources needed to complete the project.
<< Describe all of the resources at your disposal that will be used on the proje
ct. Resources can be funding, labor, or equipment-related and can be either inte
rnal or external to your company. >>
Internal Resources
<< Insert name and type of the resource. >>
External Resources
Responsibilities
The following are the responsibilities and duties of the parties in the project.
Completion of the project requires the coordination and interaction of << inser
t the major parties here >>.
<< Describe in general what the responsibilities and duties will be and why they
are important to the project. >>
<< The Responsibilities template is used to describe all the responsibilities an
d duties of each party involved in the project. The parties could be companies,
government agencies, departments within an organization, and/or individuals. Res
ponsibilities may also be grouped by when they occur instead of by each party. F
or example, you might substitute Ongoing Responsibilities, Pre-Award Responsibil
ities and Post-Award Responsibilities for Party #1, Party #2 and Party #3. >>
<< Insert Party #1 >>:
<< Insert responsibility description. >>
Expected Results
Our analysis of <<CustCompany>> s needs combined with our proposed solutions is ex
pected to have the following end results:

Financial Benefits
<<Insert result #1 here>> - <<Insert description of desired result here>>.
Technical Benefits
Resume
The following <<Company>> team members will be working with you during the cours
e of your project. We have included their resumes below so you can get to know
your team s skills and backgrounds.
<<Insert team member name here>>
Phone: <<Insert team member phone number here>>
Fax: <<Insert team member fax number here>>
E-Mail: <<Insert team member e-mail here>>
Publications: <<If published include credits here>>
Patents: <<If responsible for acquiring any patents or other discoveries, etc. i
nclude here>>
Professional Affiliations: <<If a member of any professional organizations inclu
de here>>
Board Positions: <<If a member of any boards, etc. include here>>
<<Describe team member experience here in high level>>
<<Describe team member education here>>
<<Describe team member skills here>>
<<Insert team member name here>>
Phone: <<Insert team member phone number here>>
Fax: <<Insert team member fax number here>>
E-Mail: <<Insert team member e-mail here>>
Publications: <<If published include credits here>>
Patents: <<If responsible for acquiring any patents or other discoveries, etc. i
nclude here>>
Professional Affiliations: <<If a member of any professional organizations inclu
de here>>
Board Positions: <<If a member of any boards, etc. include here>>
<<Describe team member experience here in high level>>

<<Describe team member education here>>
<<Describe team member skills here>>
Retail Price List
>> s needs.
<<PRICELIST>>
Risk Analysis
Our analysis of the requirements for this project may result in certain risks.
Analysis of potential risks is outlined below. This list of risks is not necess
arily a complete list of all possible risks. No guarantee is made that all poss
ible risks have been determined or if determined that the analysis is completely
accurate.
<< Insert your assessments of possible risks to the project and client here. Fo
r example, if the project depends on the services of a 3rd party company, a poss
ible risk would be that the vendor could go out of business. A contingency plan
would be to have an additional source available to replace that vendor. >>
Risk #1
Analysis: << Insert description of the potential risk here, why it is a risk and
how great a risk it may be. >>
Resolution: << Insert description of how you intend to account for this possible
risk in the project design. >>
Contingency: << Insert description of possible contingencies that can be planned
for in the event the risk becomes a reality. >>
Risk #2
Risk #3

Return on Investment
<<This template is similar to the Cost/Benefit Analysis template, but this templ
ate focuses more on the ROI calculations.>>
Detailed below is the Return on Investment (ROI) analysis for the project. The c
osts for the development, operations, and ongoing maintenance of the project vs.
the benefits are summarized for a 5-year period.
Description
Total Costs
Benefits
Net
Ratio
ROI
Year 1 Year 2 Year 3 Year 4 Year 5 Total
Financial ROI Benefits:

<< Describe the positive aspects of the ROI calculations from a financial perspe
ctive. This is the most traditional definition of ROI. Examples include reductio
ns in cost, higher profits, etc. >>
Non-Financial ROI Benefits:
<< Describe the positive aspects of the ROI calculations from a non-financial pe
rspective. If the financial benefits are not substantial, then the non-financial
aspects are more important. Examples include customer satisfaction, shorter tim
e to market, improved data, etc. >>
<<If you have detailed cost/benefit analysis data, tables, graphs, graphics, out
put from Cost/Benefit or ROI Analysis software, etc., include them here. Include
the total project cost for a time period and the total income expected to be ge
nerated and/or saved during the period. This can be converted into the expected
ROI (Return on Investment) of the project. You should be able to show that the R
OI is high enough to justify the project. If monetary ROI is low, then the benef
its should be tangible enough to show a valid reason for developing the project.
The Total Costs amount is the total cost of production, operations, and ongoing
maintenance. The Benefits are the financial benefits to the customer, such as i
ncome generated, cost savings, etc. The Net is the Benefits minus the Costs. The
Ratio is the net divided by the Costs. The ROI is the Ratio times 100.
For example, Total Costs for a year are $10,000. Benefits for a year are $15,000
. The Net is $5000. The Ratio is .5 and the ROI is 50%.>>
Safety Plan
Listed below are the methods we propose to ensure everyone's safety during this
project.
<< Safety and security are always important considerations for any project. Safe
ty details can be those required by law, health-related, workforce-related, fire

safety, child safety criteria for toys, etc. If there are specific statues or r
egulations you are required to meet, list them. >>
<< Safety Issue #1 >>
<< Description of safety issue. >>
Frequency: << How often >>
Regulations: << Regulatory agency
applicable regulations >>
<< Specify how compliance is met and maintained in an action plan. >>
Sales Plan
In order to improve overall sales, additional funding will be used to augment ou
r sales department. The target market has been described in the Market and Audien
ce section of the proposal.
<< The sales plan will typically be used in a business plan proposal when reques
ting funding. Improving sales will help ensure the sustainability of the company
. You can also correlate improvements in the sales department to higher revenues
by adding the Income Projection template. Your goal here is to show a lender ho
w planned improvements to your sales strategy will increase your company s profits
, thereby making the lender more likely to approve your funding request. >>
Strategic Sales Objectives:
<< Describe your objectives for making sales. List specific and attainable goals
. >>
<< Objective #1 >>
<< Objective #2 >>
Methods:
<< Describe the steps required to achieve each objective. >>
<< Objective #1 >>
<< Steps required to achieve objective #1 >>
<< Objective #2 >>
<< Steps required to achieve objective #2 >>
Additional Sales Improvements:
<< Describe any additional needs to be addressed in the sales department. >>
Establish monthly training meetings to improve sales techniques.
Increase volume of sales calls per day.
Analyze results of past proposals to improve results of future proposals.
<< Insert additional needs. >>
Samples
We have included sample mockups based on our understanding of the project. Thes
e mockups are for illustration purposes only and are not intended to be final ch
oices. We will work closely with you to finalize all design concepts before pro
duction.
Concept #1:
<<Concept #1 title>>.
<<Insert the concept variation mockup here (diagram, screenshot, logo design, et
c.)>>.
Concept #2:
c.)>>.
Concept #3:
c.)>>.
Production Schedule
The following is our projected production schedule for the project.
o
o
o
o
o
o
o

All client supplied materials due: <<Insert date>>
Start project: <<Insert date>>
Project Alpha completion: <<Insert date>>
Project Alpha testing completion: <<Insert date>>
Project Beta completion: <<Insert date>>
Project Beta testing completion: <<Insert date>>
Project Final completion: <<Insert date>>
Final testing completion: <<Insert date>>
Training completion: <<Insert date>>
Schedule of Events
<< Use the Schedule of Events template to outline a list of related events. >>
The following is the schedule of events.
<< Describe in general the purpose or nature of the events. For example, is regi
stration required? You may need to include exhibitor information, featured speak
ers, ticket and schedule information, etc. >>
<< Event Name >> - << Event Date >>
<< Description of the event, featured speakers, exhibitors, etc. >>
Location: << Event Location >>
Contact: << Contact Information >>
Web Site: << URL to Web Site >>
Schematics
This is a list of schematics used in this proposal along with their page numbers
.
Schematic #-# - Page <<Insert Page #>>
<< Insert schematic diagram here. >>
Security Plan
Security is always of primary importance. Listed below are the measures proposed
to ensure security on this project.
<< The Security Plan template is used to describe security-related aspects of th
e project. Security details can be contractor background checks, installation of
monitoring systems, encryption of sensitive data, off-site data storage, redund
ant systems, etc. >>
<< Security Measure #1 >>
Responsible Party: << Who is responsible >>
<< Description of security issue, areas impacted, vulnerability assessment. >>
<< Specify how compliance is met and maintained in an action plan and how securi
ty measures will be adopted. >>
Services Provided
<<Company>> will provide the following services to <<CustCompany>>. Services li
sted here include pre-production, production and post-production services unless
otherwise covered under a separate agreement.
"

"
"
"
"
"
Significance
This project will have a significant impact on << insert who or what the project
will have an impact on here >>.
<< Describe in general what the significant impact of the project will be. >>
There are a number of benefits which will come out of the development of the pro
ject:
Benefits:
<< Insert benefit #1. >> - << Insert description of benefit here and what it wil
l do for the client (save time, money, etc.). >>
<< Insert description of how you will achieve this benefit along with factual pr
oof to back it up. >>
Impacts on:
<< Insert impact on #1. >> - << Insert description of impact here and describe
the entity which will be impacted by the project. >>
<< Insert description of who and what is impacted by the project. >>
<< Insert impact on #2. >> - << Insert description of impact here and describe w
hich entity will be impacted by the project. >>
<< Insert impact on #3. >> - << Insert description of impact here and describe w
hich entity will be impacted by the project. >>
Site Planning
The following is our site planning of activities to be carried out during the co
urse of the project.
<< Describe your approach to site planning related to the project and how you wi
ll be able to achieve the timeline outlined. >>
<< The Site Planning template is used to describe a general list of activity pla
nning related to a physical location. >>
Activity #1: Site Identification
Start Date: << Insert date >>
Responsible Party: << Who is responsible
Activity #2: Site Assessment
Activity #3: Flow of Ownership
Activity #4: Site Cleanup
>>
>>
>>
>>
Sources of Funds
Following is a list of all sources of funds for the proposed project.
<< If your proposal requires you to supply a list of sources of funding, include
them here. This type of request would be most likely for a grant proposal or bu
siness plan seeking a loan or funding. You may be required to include all possib
le funding sources, including those being solicited and those already obtained.
>>
Source of Funds #1
Name: << Insert name of source. >>
Status: << Insert status (pending, granted, etc). >>

Amount: << Insert amount of funding. >>
<< Insert description of this source of funding. >>
Source of Funds #2
Source of Funds #3
Specifications
The project specifications are technical documents that outline requirements of
the project.
<< If the specifications are too complex to include in the proposal, include onl
y the important highlights and then reference the actual specification documents
separately. Specifications are also known as a collection of requirements. Ther
e are also specialized templates included for Documentation Requirements, Interf
ace Requirements, and System Requirements. >>
Overview
<< Give an overview of the specifications. What is the purpose of these specific
ations? >>
<< If there is support for these specifications, such as industry standards or g
uidelines, list them here. >>
<< If there are acronyms or definitions required, note them here. There are also
additional templates for Acronyms and Definitions if you need to add extra page
s. >>
Specifications
<< Specification Title >>
<< Describe the specification. >>
<< Insert the technical details of the specification. >>

<< List of related specifications. >>
<< If this is just a brief summary of the actual specifications, then list the s
ource of the full specifications (ISO specifications, ANSI specifications, etc.)
. >>
<< Specification Title >>
<< Describe the specification. >>
<< Insert the technical details of the specification. >>
<< List of related specifications. >>
<< If this is just a brief summary of the actual specifications, then list the s
ource of the full specifications. >>
Sponsors
<<Company>> has arranged sponsorship support from the following companies and or
ganizations for the project. The success of the project is due in large part to
the support of our sponsors. Sponsors will make generous donations of << insert
what will be provided by sponsors such as advertising, equipment, staff, etc. >>
<< Describe the sponsors you have enlisted and how they will benefit the project
. Examples could be sponsors that provide staff or equipment, or add capabilitie
s you do not have. >>
<< Describe the benefits that the sponsors receive in exchange for their support
, such as marketing exposure. >>
<< Summarize the sponsor s products or services. >>
<< Describe the nature of the sponsorship. >>
<< Describe the advantages that this sponsorship brings to the project. >>
<< URL of the sponsor s web site >>
Standards Compliance
This project requires meeting or exceeding the standards listed below.
<< The Standards Compliance template is used to describe all standards your prod
ucts and/or services must meet. These may include ISO, IEEE, EDI, XML, just to n
ame a few. Use this template especially if you are responding to an RFP that req
uires adherence to specific standards.
For example, ISO 8601
N Wireless LANS >>
International Date and Time Notation or IEEE 802.11
LAN/MA
<< Body >> - << Standard >> - << Title of Standard >>
<< Description of how your product or service complies with the standard. >>
Startup Capital
<<Use the Startup Capital document to outline your request for funding from a le
nder/investor for business plans. This template is similar to the Funding Reques
t template, but focuses on the startup capital. If a project budget is requested
, the funding request can be used as the project budget. Funding requests can be
for a business startup, business expansion, or a specific project. Funding requ
ests usually also require additional financial information, such as Sources of F
unds, Uses of Funds, Balance Sheet, Profit and Loss Statement, Budget, Cash Flow
Analysis, etc.>>
The following summarizes <<Company>> s startup capital needs. Startup capital is t
o be used for the following period: << Insert date range funding will cover (yea
r, quarter, length of project, etc.) >>
Funding Requested
<<Company>> requests << Insert dollar amount from table below >> in funding.
Burn Rate
<< Calculate your expected monthly burn rate. Burn rate is how much of your star
tup capital you spend every month. Do you have enough capital to reach the point
of being profitable? Summarize how the business will be self-sustaining before

burning through all startup capital. Your financial projections need to cover bu
siness startup, cash flow, burn rate, and profitability. >>
Repayment Plan
<< Outline your proposed repayment plan and terms to the lender or investor. Off
er a reasonably low interest rate with room for negotiation. >>
<< Outline your request for either grant funding for a grant proposal or for fun
ds from a lender/investor for business plans. Funding requests can be for a busi
ness startup, business expansion, or a specific project. >>
Required Funding
Startup Expenses
<< Insert Cost $ >>
Rent / Lease
<< Insert Cost $ >>
Equipment
<< Insert Cost $ >>
Supplies
<< Insert Cost $ >>
Contracted Services
<< Insert Cost $ >>
Marketing
<< Insert Cost $ >>
<< Insert Cost $ >>
Personnel Salaries
<< Title >>
<< Insert Cost $ >>
<< Title >>
<< Insert Cost $ >>
<< Title >>
<< Insert Cost $ >>
Fringe benefits << Insert Cost $ >>
Total Startup Expenses << Sum Costs $ >>
<< Insert $ >>
Funding Requested << Insert time period needed for>>
<< Insert $ >>
Statement of Work
Summary of Work Requested
<<Insert a summary of the work to be performed here. There are a large number o
f other templates that can also be added to your proposal to expand on various a
spects of the project. Feel free to add as many subsections to this summary as
needed, such as one for every expanded template you include with more material.
Use of this template is optional and can be used to summarize a longer proposa
l to follow. The subsections provided below are for illustration purposes only
and are not meant to be a complete collection>>
Company Background
<<Insert a summary of your company background here. Add the Company History tem
plate for a more detailed description>>
Personnel
<<Insert a summary of your key personnel available to work on the project here.
Add the Resume template for a more detailed description>>
Deliverables
<<Insert a summary of your project deliverables. Add the Deliverables template
for a more detailed description>>
Benefits
<<Insert a summary of the benefits the project will provide. Add the Benefits t
emplate for a more detailed description>>
Milestones
<<Insert a summary of your project development milestones. Add the Schedule (Pr
oduction Schedule) template for a more detailed description>>
Management
<<Insert a summary of your project management plan. Add the Management template
for a more detailed description>>
Expected Results
<<Insert a summary of expected results to be provided by the completed project.
Add the Results template for a more detailed description>>
Storyboard
<<Your goal is to enable the reader to visualize the project. You can include s
uch things as web site design diagrams, graphic design layouts, sample animation
sequences, etc.>>
The attached storyboard diagrams will walk you through our proposal. Our projec
t layouts can be customized to meet your needs and all are based on the latest t
rends in design and production.
<<Insert storyboard diagrams here>>
Strategic Position
Following is an evaluation of <<Company>> s strategic position in the marketplace.
<< Describe your company s strategic business position. Showing your understanding
of the bigger picture of the marketplace and your place in it will show lenders
/funders you have a better chance of success. There are additional related templ
ates you can include as needed, such as Market and Audience, Industry Trends, Ma
rketing Plan, and Competitive Analysis. >>
Market and Audience:
<< Describe the marketplace in which you sell your products or services. Include
the size of the market and your share of the market. >>
<< Describe your customer base. >>
Market Approach:
<< Describe your company s (USP) Unique Selling Proposition. Indicate how you clearl
y describe to the marketplace your unique offering to differentiate it from the
competition. >>
<< Describe your marketing avenues, such as magazine advertising, radio, televis
ion, word of mouth, Internet paid advertising, etc. >>
<< Describe how your marketing gets seen by prospective customers, shows benefit
s, or shows a solution to a problem and then gets customers to take an action (s
uch as lead generation or making a purchase). >>
Analysis:
<< Describe your unique position in the marketplace. How easy is it for your pro
duct, service, or project to be replaced by something else? Are you at the foref
ront of your industry, in the middle, or falling behind? Describe how protected
your position is. For example, do you have patents? Describe how strong your pos
ition is. >>
<< Describe how competition can affect your position. Do you have an offer that
is relatively easy to be produced by someone else, or is there a high cost of en
try into your market that would prevent or make it more difficult for competitor
s? >>
<< Describe how your position can be affected by your suppliers. Do you have a s
trong or weak position with suppliers? How will your prices be affected by chang
es in costs of supplies? Are you tied to a single supplier or do you have a choi
ce of multiple suppliers? >>
Strengths
<<CustCompany>> has a number of core strengths to capitalize on and <<Company>>

has the capabilities to exploit these strengths. These are <<CustCompany>> s most
important strengths and distinguish the company from its competitors.
<< Insert brief statement as to why you are the best suited to exploit the stren
gths. >>
<< Use the Strengths template to detail the prospect's current strengths. These
are typically strengths internal to the business. Strengths might be a competiti
ve advantage that can be leveraged further, such as brand name recognition, inte
llectual property, national infrastructure, efficient development processes, com
pany management team, quality of products and services, etc. >>
Strength #1
<< Insert description of the client's business strength. >>
<< Insert description of why you are best suited to help capitalize on this stre
ngth. >>
Strength #2
ngth. >>
Strength #3
ngth. >>
Studies
The following independent studies provide additional information as to the impor
tance of completing the project.
<< List any independent studies that help make the case for your project. >>
<< Title of Study #1 >>
Source: << Source of study >>
Date: << Date of study >>
<< Summary of study >>
<< Describe the importance of this study to your project. >>
Location: << URL of full text of the study, or reference to copies included with
the proposal. >>

the proposal. >>
the proposal. >>
Subcontracts
Due to the complexity of the project <<Company>> will subcontract out portions o
f the project to ensure an on schedule deployment and high quality of workmanshi
p.
<< Provide details about any third-parties you will be subcontracting out work t
o. >>
<< Subcontractor #1 >>
<< Describe why a subcontractor is required for this portion of the project >>
<< Describe the qualifications of the subcontractor >>
<< Describe the benefits of using a subcontractor or this subcontractor >>
<< Dates covered by subcontract >>
<< Subcontractor contact information >>

Project Summary
A summary of the proposal follows including identified needs, recommendations an
d goals to be achieved. <<Insert statement of how you are the best choice for a
chieving the goals outlined>>.
<<The project summary outlines the project. It should be brief - no longer than
two or three paragraphs. Use your needs, recommendations and goals to build th
is section. The Project Summary is a restatement of the Executive Summary and t
ies together once again the major points of the proposal and asks the prospect t
o take action. You can also add the Recommendations template to expand on your
recommendations and action items in more detail. In terms of writing a book, te
ll them what you are going to tell them (the Executive Summary), tell them the d
etails (the various templates available to include as you see fit), then tell th
em what you told them and ask the client to take action (the Project Summary)>>.
Need #1
<<Insert summary of a client need>>.
Need #2
Need #3
Recommendation #1
<<Insert summary of Required Action Step and ask client to take action>>.
Recommendation #2
Recommendation #3
Goal #1
<<Insert summary of desired outcome>>.
Goal #2
Goal #3
<<The summary is most useful if developed after the rest of the proposal. It mu
st encompass all the key summary points necessary to communicate the objectives
of the project>>.
<<In many cases, the Executive Summary template is used to introduce the proposa
l, then detailed sections of the proposal follow using the various templates inc
luded in Proposal Pack. The Project Summary may be included to summarize once a
gain at the end. The summaries will usually be the first part of the proposal p
ackage seen and often is the only part that is carefully reviewed before the dec
ision is made to consider the project any further>>.
Supplied Form
<< The Supplied Form template is typically used only for government grant propos
als that require a very specific form. These required forms are typically forms
provided by the government agency you are submitting the proposal to.
There are many different agencies and also different RFPs for each agency. If y
ou are submitting proposals to different agencies or RFPs, make sure to use the
forms supplied by the agency for the specific RFP you are responding to. Forms
may be titled the same and appear similar between different agencies and RFPs; h
owever, there could be differences.
Make sure to get the most up-to-date form you are required to use from the gover
nment agency web site from which you got the original RFP instructions.
plied form. >>
Supplied Material
The following material is to be supplied by <<CustCompany>> for this project. I
n order for the project milestones to be met, this material must be supplied on
schedule. <<Company>> is not responsible for delays or cost overruns if materi
al is not supplied by the following due date(s):
Material to be Supplied by <<CustCompany>>
Due Date
Notes:
<<Insert any special notes here>>
<<CurrentDate>>
To Whom it May Concern:
<< Insert a statement of support from the third party giving the support to the
company who is submitting the proposal. >>
<< Insert a statement of why the third party is giving support to the project. >
>
<< Insert a statement of the benefits the third party sees in the project. >>
<< If the third party is going to be lending material support for the project as
part of their commitment, include a statement of what will be provided by the t
hird party. >>
It is the opinion of this company to give our support for the project.
Sincerely,
<<Third
<<Third
<<Third
<<Third
<<Third
<<Third
Party
Party
Party
Party
Party
Party
First Name>> <<Third Party Last Name>>

Job Title>>
Company>>
Work Phone>>
Email>>
Domain>>
Sustainability
The project has been designed to be sustainable beyond the initial funding perio
d.
<< Use the Sustainability template to show a potential lender that the project w
ill not end after the initial funding has been used. Show that you have a growth
and support plan for the future. Examples of sustainability are self-funding by
generating income, sustainable agriculture, recycling of goods to extend their
life cycle, harnessing natural resources (wind, solar), continued external fundi
ng, long term upkeep of an object (building, equipment, etc.), ongoing resource/
energy consumption of the project, etc. >>
<< If this project has a lifespan beyond what will be initially funded, describe
how it will be sustained. Will the project be self-sustaining or funded by othe
r sources? >>
<< Describe the future growth and support plans for the project. Show the potent
ial lender or investor that the project has long-term goals and will not end aft
er the initial funding is gone. Describe the components needed for sustainabilit
y that you are planning for, such as income, staffing, equipment and resource av
ailability, community support, federal support, other funding sources, etc. >>
SWOT Analysis
A preliminary SWOT (Strengths, Weaknesses, Opportunities, and Threats) Analysis
of <<CustCompany>> s business highlights the following strengths and opportunities
that can be further leveraged or exploited, as well as pointing out weaknesses
and threats to be managed.
<< You can expand on each major topic of the analysis using the additional Stren
gths, Weaknesses, Opportunities, and Threats templates. Strengths and weaknesses
are internal factors, while opportunities and threats are external factors. Per
forming a detailed analysis can help you determine a course of action best suite
d for the client. For more about SWOT Analysis, search the Internet for addition
al information and tools. >>
Strengths:
<< Strength #1 >>
<< Strength #2 >>
<< Strength #3 >>
A detailed analysis of <<CustCompany>> s strengths is included later in the Streng
ths section.
Weaknesses:
<< Weakness #1 >>
<< Weakness #2 >>
<< Weakness #3 >>
A detailed analysis of <<CustCompany>> s weaknesses is included later in the Weakn
esses section.
Opportunities:
<< Opportunity #1 >>
A detailed analysis of <<CustCompany>> s opportunities is included later in the Op
portunities section.
Threats:
<< Threat #1 >>
<< Threat #2 >>
<< Threat #3 >>
A detailed analysis of <<CustCompany>> s threats is included later in the Threats
section.
System Plan
The system plan provides an overview of the project. Listed below are the primar
y components and their interactions as they pertain to the project.
<< The System Plan template is used to describe an overall plan for a system. T
ypically a system is complex, with many interrelated components. You do not have
to divulge the fine details of the system plan in the proposal, as you do not w
ant to give away critical information before you have secured the job and signed
a contract. Just include enough of an overview of the system to show the prospe
ct you understand the project needs and can provide a solution. >>
<< Include a high-level description of the system here and explain how it provid
es a service that meets the needs of the client. >>
<< If there are physical facilities associated with the project, describe them h
ere. >>
<< If there are maps, illustrations or schematics of the system, include them af
ter this template using the Illustrations or Schematics templates. >>
<< Component #1 >>
Description: << Describe this component of the system. >>
Purpose: << Describe the purpose of this component and how it meets a project ne
ed. >>
Interaction: << Describe how this component interacts with other parts of the sy
stem. >>
Dependencies: << Describe which other parts of the system are dependent on this
one. >>
Budgeted: << Include a cross-reference to the Budget or Cost Summary line item.
>>
<< Component #2 >>
Description: << Describe this component of the system. >>
Purpose: << Describe the purpose of this component and how it meets a project ne
ed. >>
Interaction: << Describe how this component interacts with other parts of the sy
stem. >>
Dependencies: << Describe which other parts of the system are dependent on this
one. >>
Budgeted: << Include a cross-reference to the Budget or Cost Summary line item.
>>
System Requirements
The following system requirements will be met to the satisfaction of <<CustCompa
ny>>. The system requirements will cover all technical aspects of the project.
<< Insert the specific technical system requirements of the project to be delive
red. Examples include: performing to a set of standards, performing to a set of
metrics, performing the required functions and system requirements for specific
hardware and software needed, etc. There is also a more general Requirements tem
plate if needed to cover other requirements such as contractual requirements. Th
ere are many types of systems, including mechanical, electrical, and software. O
utline the list of system requirements as appropriate for the type of system bei
ng developed. >>
Requirements
Description: All following system requirements must be met.
<< Insert summary of the system requirements here. System requirements include h
ardware platforms, configurations, software programs, etc. The example below is
for computer software system requirements including a minimum and recommended re
quirement. >>
Processor: << Minimum CPU speed required >>, << Recommended >>
Operating System: << Computer operating systems required >>, << Recommended >>
Memory: << Amount of computer memory required >>, <<Recommended >>
Storage: << Amount of hard disk space required >>, << Recommended >>
Drive: << External media required, such as a CD-ROM >>, << Recommended >>
Display: << Minimum screen type and size required >>, << Recommended >>
Input: << User input device required, such as mouse >>, << Recommended >>
Tab
Tab << Insert the tab number here such as A, A-1, B, B-1, 1, 2, etc. >>
<< The Tab template is not supposed to contain any content other than the tab nu
mber. This template is typically used only for government grant proposals that r
equire the proposal to be printed and put in a binder with plastic tabs attached
to specific page dividers.
Place
e tab
also
into
this template as needed to divide the sections of your proposal, insert th

number using the RFP guidelines for the tab numbering scheme required, and
affix a plastic tab to each tab page with the matching tab number inserted
it.
Remove this instructional text from each of your tab pages. >>
Table of Contents
<< IMPORTANT
READ THIS FIRST: This Table of Contents lists ALL available templat
es. Remove the entries for pages you are not using in your proposal. See the Pro
posal Pack documentation for instructions on how to select a specific set of tem
plates for your proposal.
Most proposals for any type of project in any industry will start with the Cover
Letter, Title Page, Executive Summary, and Cost Summary. Additional templates a
re added as needed based on the size and type of the project and the needs of th
e client, project, and your company.
The average business proposal is 10 to 15 pages in length. A very small proposal
may be 3 to 5 pages, while a very large proposal can be 100 pages or longer. A
very short proposal usually does not require a Table of Contents. A government g
rant proposal could average 30-60 pages in length.
If you are responding to a government grant RFP, also read the supplemental manu
al on writing government grant proposals as the process to come up with a Table
of Contents is more involved than with general business proposals.
The list of templates included in Proposal Pack below is an all-inclusive list m
eant for use in all types of proposals (general business, technical, non-technic
al, product sales, service sales, grant funding, business plans, resumes, book p
ublishing, quotes, contracts, etc.).
There are no industry standards for which chapters to include in a business prop
osal or what order to include them in. The suggestions offered here are only sug
gestions based on years of research and proposal best practices. Choose your tem
plates and adjust the ordering of the pages based on your specific needs.
Also look at the Sample Proposal Collections included with this Proposal Pack to
see examples of templates used for specific proposals.
If you also purchased our optional Proposal Pack Wizard for Windows, you can use
that software automation tool to streamline the process of selecting your docum
ents and building your Table of Contents using a Wizard interface.
Additional Table of Contents examples are provided further below for technical a
nd non-technical business proposals, grant funding proposals, business plan fund
ing proposals, book publishing proposals and resumes. >>
<< COMPLETE LIST OF ALL PROPOSAL PACK CHAPTER TEMPLATES >>

<<PAGE #>>
Non-Disclosure
Summary
Executive Summary
Client Summary
Abstract
Cost Summary
Estimate
SWOT Analysis
Process Summary
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE #>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Needs Assessment
Needs Assessment
Strengths
Weaknesses
Opportunities
Threats
Location Analysis
Industry Trends
Client Background
Client Operations
Market and Audience
Clients Served
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>

Statement of Work
Expected Results
Benefits
Features
Samples
Milestones
Operational Impact
Significance
#>>
#>>
#>>
#>>
Methodology
Outline
Background
Project Methods
Activities
Design
Planning
Sales Plan
Merchandising
Disaster Recovery Plan
Approach
Technical Approach
Innovativeness
Project Plan
System Plan
Architecture
Production Schedule
Implementation Plan
Project Management
Data Management
Marketing Plan
Promotion
Site Planning
Environmental
Public Relations
Community
Coordination
Responsibilities
Documentation
Testing Plan
System Integration
Time Line
Schedule of Events
Training Plan
Maintenance Plan
Maintenance Schedule
Security Plan
Safety Plan
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
<<PAGE #>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Authority
Regulations
Certificates
Permits and Licenses
Assumptions
Storyboard Diagrams
Legal Considerations
Legal Documents
Risk Analysis
Contingencies
Contingency Planning
Projections
Project Constraints
Customer Support
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Evaluation
Evaluation
Specifications
System Requirements
Performance Requirements
Requirements
Documentation Requirements
Interface Requirements
Acceptance Criteria
Measures of Success
Dissemination
Budget
Funding Request
Future Funding
Budget Information
Budget
Project Budget
Monthly Budget
Annual Budget
Price List
Wholesale Price List
Retail Price List
Cost Effectiveness
Return on Investment
Supplied Material
Resources
Materials
Equipment
Work Order
Hourly Services Contract
Invoice
Payment Schedule
Contract and Terms
Memorandum of Understanding
Financing
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
Project Summary
Recommendations
#>>
#>>
#>>
#>>
<<PAGE #>>
Project Summary
<<PAGE #>>
<<Company>> Qualifications
Mission Statement
Credentials
Capabilities
Qualifications
Quality Control
Case Study
Company History
Services Provided
Consulting
Products
Product Visuals
Additional Services
Additional Products
Logistics
Listings
Comparison Chart
Future Developments
Testimonials
References
Awards and Achievements
Portfolio
Accreditations
Certifications
Geographic Information
Facilities
Company Operations
Process Management
Administration
Strategic Position
Acquisitions
Financial Statement
Balance Sheet
Current Year Balance Sheet
Income Projection
Breakeven Analysis
Current Year P&L Statement
Cash Flow Analysis
Cash Flow Analysis (3 Year)
Startup Capital
Sources of Funds
Uses of Funds
Sustainability
Repayment Plan
Collateral and Guarantees
Disclosures
Exit Strategy
Distribution
Our Clients
Constituency
Assets
Capital Assets
Partnerships
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
<<PAGE #>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Sponsors
Investors
Advisors
Advisory Board
Board of Trustees
Personnel
Key Positions
Customer Service
Subcontracts
Contractors
Legal Eligibility
Authorization
Tax Status
Legal Structure
Ownership
Litigation
Insurance
Officers and Board
Board of Directors
Executive Bio
Resume
Authors Bio
Policies
By-laws
Organizational Structure
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
Appendices
Compliance Matrix
RFP Cross Reference
Standards Compliance
Flow Chart
Schematics
Definitions
List of Acronyms
List of Illustrations
Benchmark Results
Reference Material
Related Documents
Credit History
Outstanding Debts
Disclaimers
Warranty
Board Resolution
Contact Letter
Letter of Transmittal
Support Letter
Commitment Letter
Commitment Letters
Collaboration Letters
List of Supporters
Report
Studies
Feasibility Study
Interviews
Bonding Documents
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Committees
Federal Forms
Memberships
Tab
Worksheet
Supplied Form
Appendix A
Appendix B
Appendix C
Appendix D
Appendix E
Appendix F
Appendix G
Appendix H
Appendix I
Appendix J
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
<< SUGGESTIONS FOR MICRO BUSINESS PROPOSALS >>

<< If you are writing a very short business proposal, the following templates ar
e a good place to start.
Use the list below and add/remove templates based on the needs of your proposal.
see examples of templates used for specific proposals. >>
Table of Contents
Executive Summary
Cost Summary
Work Order
<<PAGE #>>
<<PAGE #>>
<<PAGE #>>
<< SUGGESTIONS FOR TECHNICAL BUSINESS PROPOSALS >>

<< If you are writing a technical business proposal (for example, a web site dev
elopment project, computer network cabling installation, IT services, computer s
oftware product sales, etc.), the following templates are a good place to start.
Table of Contents
Non-Disclosure
<<PAGE #>>
Summary
Executive Summary
Cost Summary
Needs Assessment
<<PAGE #>>
<<PAGE #>>
Needs Assessment
Opportunities
Client Background
Market and Audience
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>

Expected Results
Benefits
Features
Samples
#>>
Methodology
Production Schedule
Testing Plan
Training Plan
Maintenance Plan
Storyboard Diagrams
Customer Support
Evaluation
Requirements
Acceptance Criteria
<<PAGE #>>
<<PAGE #>>
Budget
Budget
Supplied Material
Equipment
Payment Schedule
Contract and Terms
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Project Summary
Recommendations
Project Summary
<<PAGE #>>
<<PAGE #>>
Qualifications
Qualifications
Company History
Services Provided
Products
Product Visuals
Testimonials
References
Portfolio
Facilities
Executive Bio
Resume
Appendices
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Compliance Matrix
RFP Cross Reference
Disclaimers
Warranty
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
<< SUGGESTIONS FOR NON-TECHNICAL BUSINESS PROPOSALS >>

<< If you are writing a non-technical business proposal (for example, a catering
services proposal, accounting services proposal, real estate services proposal,
janitorial supplies and cleaning services proposal, etc.), the following templa
tes are a good place to start.
Table of Contents
Non-Disclosure
<<PAGE #>>
Summary
Executive Summary
Cost Summary
<<PAGE #>>
<<PAGE #>>
Needs Assessment
Needs Assessment
Opportunities
Client Background
Market and Audience
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>

Expected Results
Benefits
Features
Samples
#>>
Methodology
Production Schedule
Testing Plan
Training Plan
Storyboard Diagrams
Customer Support
Evaluation
Requirements
Acceptance Criteria
<<PAGE #>>
<<PAGE #>>
Budget
Budget
<<PAGE #>>
<<PAGE #>>
Supplied Material
Equipment
Payment Schedule
Contract and Terms
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
Project Summary
Recommendations
Project Summary
<<PAGE #>>
<<PAGE #>>
Qualifications
Qualifications
Company History
Services Provided
Products
Product Visuals
Testimonials
References
Portfolio
Facilities
Executive Bio
Resume
<<PAGE
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Appendices
Compliance Matrix
RFP Cross Reference
Disclaimers
Warranty
<< SUGGESTIONS FOR GRANT FUNDING PROPOSALS >>

<< If you are writing a grant funding proposal, the following templates are a go
od place to start.
Table of Contents
Cover Sheet
Summary
Executive Summary
<<PAGE #>>
Narrative
Company History
Background
Constituency
Needs Assessment
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
Project Methods
Project Management
Time Line
Evaluation
Partnerships
Officers and Board
Personnel
Resume
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
Financial
Funding Request
Budget
Sources of Funds
Uses of Funds
Tax Status
Appendices
Reference Material
List of Supporters
Studies
<< SUGGESTIONS FOR BUSINESS PLAN FUNDING PROPOSALS >>

<< If you are writing a business plan funding proposal, the following templates
are a good place to start.
Table of Contents
Executive Summary
Executive Summary
<<PAGE #>>
Organization
SWOT Analysis
Company History
Mission Statement
Legal Structure
Litigation
Security Plan
Services Provided
Products
Customer Service
Assets
Future Developments
Company Operations
Technical Approach
<<PAGE #>>
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Officers and Board

Personnel
<<PAGE #>>
<<PAGE #>>
Marketing
Industry Trends
Market and Audience
Our Clients
Distribution
Sales Plan
Risk Analysis
Strategic Position
Marketing Plan
Time Line
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
<<PAGE #>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
Financial
Funding Request
Balance Sheet
Income Projection
Breakeven Analysis
Budget
Sources of Funds
Uses of Funds
Exit Strategy
Assumptions
Appendices
Resume
Partnerships
Studies
<< SUGGESTIONS FOR BOOK PUBLISHING PROPOSALS >>
<< If you are writing a book publishing proposal, the following templates are a
good place to start.
Table of Contents
Non-Disclosure
Executive Summary
Cost Summary
Needs Assessment
Market and Audience
Marketing Plan
Opportunities
Authors Bio
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
#>>
Qualifications
Time Line
Outline
Samples
Reference Material
<<PAGE
<<PAGE
<<PAGE
<<PAGE #>>
<<PAGE
#>>
#>>
#>>
#>>
<< SUGGESTIONS FOR RESUMES >>

<< If you are writing a resume, the following templates are a good place to star
t. A resume written as a proposal would usually be short enough to not require a
separate table of contents.
Table of Contents
Executive Summary
Background
Qualifications
Portfolio
Resume
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
<<PAGE
#>>
#>>
#>>
#>>
#>>
#>>
Tax Status
<< Describe your company s tax status. Depending on your status, you may be tax-ex
empt, not tax-exempt, or not tax-exempt and operating under an organization that
is tax-exempt. Fully explain your tax status and include proof of your status i
f you are tax-exempt. >>
501(c)(3) Determination Letter
<< If your company is tax-exempt, include your determination letter and any rela
ted IRS rulings as required. >>
or
501(c)(3) Equivalency
<< If you are located outside of the United States, include an affidavit showing
how you would be recognized as tax-exempt by the IRS. This situation is typical
ly required only by foundations making grants to organizations outside of the Un
ited States. >>
Technical Approach
In order to complete the project <<Company>> will complete the following develop
ment tasks:
Assign a development team to the project.
<<Describe briefly the development team assignments; also see the Team Resume temp
late>>.
Start the planning process after receiving all client-supplied material required
.
<<Describe briefly the pre-design planning process>>.
Design the project per the agreed upon specifications.
<<Describe briefly the project design process and what is being developed; also
use the Deliverables template and others as needed>>.
Develop the project based on the milestones in the production schedule.
<<Describe briefly the project development process; also use the Production Sched
ule template>>.
Test the project through both Alpha and Beta testing cycles.
<<Describe briefly the testing process>>.
Deliver and install the final project deliverables.
<<Describe briefly the delivery and installation process>>.
Train <<CustCompany>> staff based on the training plan.
<<Describe briefly the training plan; also use the Training Plan template>>.
Maintain the project as needed based on the maintenance agreement.
<<Describe briefly the maintenance agreement. Determine whether it is covered u
nder a separate contract or whether it will be included. If there will be no ongoing support provided, state it here>>.
Testimonials
The following are testimonials from some of our clients. <<Company>> is dedicat
ed to customer service and producing high quality work that meets the needs of o
ur clients. For more details see our web site testimonial page at:
<<Insert URL of your testimonials web page>>
<<Insert testimonial 1 name here>>
<<Insert the client s testimonial here>>
Testing Plan
Testing plans are critical to the success of our projects. Testing is integrat
ed into our project development from start to finish and is an integral part of
our quality control system.
Design of Testing Plan
<<Insert how your testing plan will be designed for this project>>
Evaluation of Testing Plan
<<Insert how your testing plan will be evaluated to ensure the validity of the t
ests>>
Testing Schedule
<<Insert the testing schedule and how it relates to the Development Schedule and
Installation Schedule. Testing steps are usually built into the overall Projec
t Development Schedule>>
Testing Tools
<<Insert the tools such as physical equipment, software and personnel used>>
Problem Reporting, Tracking and Resolution
<<Insert information about how problems found during testing are reported, track
ed, resolved and re-tested>>
Testing Methodologies Used
<<Insert information on the various testing methodologies used>>
Unit Testing
Integration Testing
Stress Testing
Regression Testing
Usability Testing
Alpha and Beta Testing
Acceptance Testing
Disclaimers
<<Insert disclaimers regarding the testing procedures. Normally testing is des
igned to find as many problems as possible, however complex systems will virtual
ly always have unforeseen problems occur even after all testing has been complet
ed. After testing is complete and the project has been tested and accepted by
the client, problems may still occur. A separate Disclaimer template may also b
e included in your proposal>>
Threats
<<CustCompany>> has a number of external threats that could impact its business.
These are <<CustCompany>> s most serious threats being faced today. <<Company>> s c
lients rely on us to identify threats they face in today s business environment an
d to help reduce the risk to their businesses.
<< Insert brief statement as to why you are the best suited to deal with these t
hreats. >>
<< Use the Threats template to detail threats to the prospect's business. These
are typically threats external to the business. Threats can impact the business
in many ways, and may include issues as varied as changing demographics, new com
petition, government regulations, dependence on a single supplier, sabotage, the
ft, computer viruses, etc. >>
Threat #1
<< Insert description of the threat facing the client. >>
<< Insert description of why you are best suited to be able to deal with this th
reat. >>
Threat #2
reat. >>
Threat #3
reat. >>
Time Line
Key project dates are outlined below. Dates are "best guess" estimates and are s
ubject to change before being locked in by a binding contract.
<< Include all of the important dates related to the project here, and break the
m down by dates and durations in the table below. The descriptions shown are for
illustration purposes only: replace them with meaningful descriptions related
to your project. Dates can include payment milestones, project milestones, insta
llation schedules, meetings, deadlines, etc. If you have a time-line graphic or
chart created in another application, you can add it here. >>
Description
Start Date
Project Start
Milestone 1
Milestone 2
Phase 1 Complete
Milestone 3
Milestone 4
Phase 2 Complete
Milestone 5
End Date
Duration
Milestone 6
Project End
<<Company>>
<<Address1>>
<<Address2>>
(PH) <<WorkPhone>>
(FX) <<Fax>>
<<Domain>>
Project
<<ProposalTitle>>
<<CurrentDate>>
Prepared for:
<<CustTitle>>
Prepared by:
<<JobTitle>>
Description
<<Insert description here>>
Proposal Number: <<ProposalNumber>>

Training Plan
Once the project is complete our staff will provide training. We are staffed an
d equipped to handle a variety of training needs. Training costs and options ar
e outlined in the cost summary.
<<Insert statement about who will perform the training here>>.
<<Insert statement about where training will be performed here>>.
<<Insert statement about how training will be performed here>>.
<<Insert statement about future training needs here>>.
On-site training
<<Insert what you provide and how>>.
Off-site training
Web based training
Video/DVD training
Printed manuals
Fast track training
Multi-day training - <<Insert what you provide and how>>.
Ongoing training
Board of Trustees
<<Company>> is proud to present our Board of Trustees. Our trustees serve << ins
ert number of years>> year terms and meet << insert number of times >> per year.
<< Describe in general terms the role of the Board of Trustees within the organi
zation. Describe how the board votes and how the members are appointed. >>
<< Use the Board of Trustees document to outline the members of your board of tr
ustees and their role in the organization. >>
Board Officers:
<<Name>>,
<<Name>>,
<<Name>>,
<<Name>>,
Chair of the Board

President
Secretary
<< other title such as Treasurer, Elections Chair, Nominations Chair,
etc. >>
Board of Trustees:
<<Name>>, member since << insert year >>
<<Term of service in the board (start date to future end date)>>
Uses of Funds
<<Company>> requires funding for the completion of the project. Funds are to be
used as follows.
<< Describe all the ways funds granted will be used by your company to accomplis
h the proposed project. Examples might be: hiring staff, upgrading computer syst
ems, conducting studies, etc. >>
<< Funding Use #1 >>
Amount: << Amount of the funding allocated for this use. >>
<< Describe how funds will be used. >>
<< Describe expected results of this use. >>
Warranty
<<Insert your product/service warranty text here. Due to the complexity and leg
al implications of this type of information, you will need to consult an attorne
y for contracts if you do not already have one. It is highly advised you seek p
rofessional council for any contracts you obtain from 3rd parties or alter yours
elf. While this is not legal advice, do be aware that the entire proposal itsel
f and all statements made can be considered part of the contract and you may be
held accountable for everything in your final proposal and contract. Consult an
attorney specializing in your industry for assistance. Since warranties are us
ually designed to protect you and the customer in the event of a product or serv
ice failure, you should seek legal council specializing in your industry. This
is very specialized and specific information that can not be supplied in a simpl
e boilerplate page>>
Weaknesses
<<CustCompany>> has a number of weaknesses that are a competitive disadvantage.
These are <<CustCompany>> s most critical weaknesses and need to be addressed.
<< Insert brief statement as to why you are the best suited to minimize or elimi
nate those weaknesses. If a weakness can not be corrected, offer additional solu
tions to put more focus on core strengths, using the Strengths template, and avo
id business areas where a weakness can hurt the client. >>

<< Use the Weaknesses template to detail the client's current weaknesses. These
are typically weaknesses internal to the business. Weaknesses can be competitive
disadvantages that may need to be addressed, such as high overhead, lack of man
agement direction, poor retail location, limited finances, etc. >>
Weakness #1
<< Insert description of the client's business weakness. >>
<< Insert description of why you are best suited to help address this weakness b
y eliminating, minimizing, or simply recognizing it and putting more focus on ke
y strengths. >>
Weakness #2
y strengths. >>
Weakness #3
y strengths. >>
Wholesale Price List

>> s needs.
<<PRICELIST>>
Work Order
<<Company>>
Phone <<WorkPhone>>
Order # <<WorkOrder>>
Bill To:
<<CustCompany>>
Phone <<CustWorkPhone>> For:
<< Insert what you are doing for the client here >>
DESCRIPTION*
HOURS
RATE
AMOUNT
TOTAL
Agreements
In consideration of the mutual covenants set forth in this Agreement, Customer a
nd Company hereby agree as follows: 1. Development of Project or Services. Custo
mer agrees to engage Company to develop the Project as described above*. 2. Deli
very of Project or Services. Company will use reasonable diligence in the develo
pment of the project and endeavor to deliver to Customer an operational project
no later than <<DeliveryDate>>. Customer acknowledges, however, that this delive
ry deadline is an estimate and not a required delivery date. 3. Ownership Rights
. Company shall hold all right, title, and interest in and to all copyrights, pa
tents, trade secrets, and other intellectual or industrial property rights in th
e project or any component or characteristic thereof which are proprietary to th
e Company. Customer shall not do anything that may infringe upon or in any way u
ndermine Company s right, title, and interest in the project, as described in this
paragraph 3. Notwithstanding the above, Customer shall retain all of its intell
ectual property rights in any components it owns and transmits to Company for us
e in the project. 4. Compensation. For all of Company s services under this Agreem
ent, Customer shall compensate the Company, in cash, the amount specified in the
total above. In the event Customer fails to make any of the payments referenced
by the deadline set forth as invoiced, Company has the right, but is not obliga
ted, to pursue any or all of the following remedies: (1) terminate the Agreemen
t, (2) remove the project from public access, (3) bring legal action. 5. Limited
Warranty and Limitation on Damages. Developers warrant the project will conform
to the Specifications. If the project does not conform to the Specifications, t
he Company shall be responsible to correct the project without unreasonable dela
y, at the Company s sole expense and without charge to Customer, to bring the proj
ect into conformance with the Specifications. This warranty shall be the exclusi
ve warranty available to the Customer. Customer waives any other warranty, expre
ss or implied. Customer acknowledges that the Company does not warrant that the
project will work on all platforms. Customer acknowledges that the Company is no
t responsible for the results obtained by the Customer. Customer waives any clai
m for damages, direct or indirect, and agrees that its sole and exclusive remedy
for damages (either in contract or tort) is the return of the consideration pai
d to the Company. 6. Binding Effect. This Agreement shall be binding upon and in
ure to the benefit of Customer and the Company and their respective successors a
nd assigns, provided that the Company may not assign any of its obligations unde
r this Agreement without prior written consent of Customer.
The above prices, specifications and conditions are hereby accepted. The
Company is authorized to execute the project as outlined in this Agreement. Pay
ment will be made as proposed above.
<<CustCompany>>
By: ________________________________
Title: _______________________________
Date signed: _________________________
<<Company>>
By: ________________________________
Title: ______________________________
Date signed: _________________________
Work Order
<<Company>>
Phone <<WorkPhone>>
Order # <<WorkOrder>>
Bill To:
<<CustCompany>>
Phone <<CustWorkPhone>> For:
<< Insert what you are doing for the client here >>
DESCRIPTION*
HOURS
RATE
AMOUNT
TOTAL
DEPOSIT REQUIRED
Agreements
In consideration of the mutual covenants set forth in this Agreement, Customer a
nd Company hereby agree as follows: 1. Development of Project or Services. Custo
mer agrees to engage Company to develop the Project as described above*. 2. Deli
very of Project or Services. Company will use reasonable diligence in the develo
pment of the project and endeavor to deliver to Customer an operational project
no later than <<DeliveryDate>>. Customer acknowledges, however, that this delive
ry deadline is an estimate and not a required delivery date. 3. Ownership Rights
. Company shall hold all right, title, and interest in and to all copyrights, pa
tents, trade secrets, and other intellectual or industrial property rights in th
e project or any component or characteristic thereof which are proprietary to th
e Company. Customer shall not do anything that may infringe upon or in any way u
ndermine Company s right, title, and interest in the project, as described in this
paragraph 3. Notwithstanding the above, Customer shall retain all of its intell
ectual property rights in any components it owns and transmits to Company for us
e in the project. 4. Compensation. For all of Company s services under this Agreem
ent, Customer shall compensate the Company, in cash, the amount specified in the
total above. In the event Customer fails to make any of the payments referenced
by the deadline set forth as invoiced, Company has the right, but is not obliga
ted, to pursue any or all of the following remedies: (1) terminate the Agreemen
t, (2) remove the project from public access, (3) bring legal action. 5. Limited
Warranty and Limitation on Damages. Developers warrant the project will conform
to the Specifications. If the project does not conform to the Specifications, t

he Company shall be responsible to correct the project without unreasonable dela
y, at the Company s sole expense and without charge to Customer, to bring the proj
ect into conformance with the Specifications. This warranty shall be the exclusi
ve warranty available to the Customer. Customer waives any other warranty, expre
ss or implied. Customer acknowledges that the Company does not warrant that the
project will work on all platforms. Customer acknowledges that the Company is no
t responsible for the results obtained by the Customer. Should the Customer canc
el, quit, or otherwise terminate the project for any reason, Company reserves th
e full and exclusive right to apply any monies received from the Customer agains
t the Customer s outstanding invoice or bill. Customer waives any claim for damage
s, direct or indirect, and agrees that its sole and exclusive remedy for damages
(either in contract or tort) is the return of the consideration paid to the Com
pany. 6. Binding Effect. This Agreement shall be binding upon and inure to the b
enefit of Customer and the Company and their respective successors and assigns,
provided that the Company may not assign any of its obligations under this Agree
ment without prior written consent of Customer.
The above prices, specifications and conditions are hereby accepted. The
Company is authorized to execute the project as outlined in this Agreement. Pay
ment will be made as proposed above.
<<CustCompany>>
By: ________________________________
Title: _______________________________
Date signed: _________________________
<<Company>>
By: ________________________________
Title: ______________________________
Date signed: _________________________
Worksheet
<< The Worksheet template is typically used only for government grant proposals
that require using a very specific worksheet. These required worksheets are typi
cally forms provided by the government agency you are submitting the proposal to
.
There are many different agencies and also different RFPs for each agency. If y
ou are submitting proposals to different agencies or RFPs, make sure to use the
forms supplied by the agency for the specific RFP you are responding to. Forms
may be titled the same and appear similar between different agencies and RFPs; h
owever, there could be differences.
Make sure to get the most up-to-date form you are required to use from the gover
nment agency web site from which you got the original RFP instructions.
plied worksheet. >>

Proposal Packagetxt

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Proposal Packagetxt

Uploaded by

Copyright:

Available Formats

Abstract

<<Company>> holds a number of accreditations, showing our commitment to the high

hy about making acquisitions. Explain the goals of making acquisitions, such as

1>> - <<Insert description here>>.

<<Insert brief description>>.

<< Company/Organization Name #1 >>

Agreements and Contracts

Post-Proposal Analysis Checklist

Why You Didn t Get the Job

<< Sum A-E >>

<< Describe briefly the training plan; also use the

Maintain the project as needed, based on the maintenance agreement.

Brands and Acquisitions:

Publications: << If published include credits here. >>

<<Discuss the likelihood of the project s success using your solution>>.

<<CustCompany>> will realize the following benefits provided by this project:

Measure Score of 1 to 5.)

36. << Add additional bid / no-bid criteria as needed >>

<<Insert Page Title Here>>

<<Insert Page Title Here>>

<<Insert Page Title Here>>

<<Insert Page Title Here>>

<<Insert Page Title Here>>

<<Insert Page Title Here>>

<<Insert Page Title Here>>

<<Insert Page Title Here>>

<< Insert Count D >>

Total Variable Costs

If you require more information on creating a breakeven analysis consult your ac

<< A:Sum $ >>

Standard Disclaimer: The numbers represented above are to be used as an estimate

<< Description of section >>

<<Insert what you did to solve the problem>>

Cash Flow Analysis

<< Sum A-E >>

Standard Disclaimer: The numbers represented above are to be used as estimates f

Cash Flow Analysis (3 Year)

<< A:Sum $ >>

<< A:Sum $ >>

<< A:Sum $ >>

Standard Disclaimer: The numbers represented above are to be used as estimates f

<< Client #3 >>

First Name>> <<Third Party LastName>>

<<Insert where the letter is from (company, organization, etc.) >>

<< Names of the committee members >>

<<Insert your mission statement here>>.

<<Insert brief description>>.

g, buyer inspections, review of financials, leasehold rights, inspection of inve

and sellers responsibilities. >>

<< Timeframe when contingency will be addressed. >>

and sellers responsibilities. >>

<< Timeframe when contingency will be addressed. >>

and sellers responsibilities. >>

<< Timeframe when contingency will be addressed. >>

Contract and Terms

Customer desires to have Company provide services for them.

7. Limited Warranty and Limitation on Damages.

10.5 Good Faith.

Other Parties Being Coordinated With:

Year 1 Year 2 Year 3 Year 4 Year 5 Total

<<Company>> is committed to providing a cost-effective solution that meets or ex

<< Insert Cost >