5 Engagement Notification & Conclusion Hidden Status - Archived Cancelled Completed Engaged Not Engaged Shortlist Submitted (hidden) User Type (hidden) Form Type Page Pop (hidden) Form Purpose Engage Close Check if RFP Code matches Service - Service of RFP Code Entered 5436 and 5437 Match Engage Logic 1 Engaging RFP Code of Engaged Service 1 * snippet generated random number T-1933121409151900 T-5bdce36ae9385800 T-5ec7b351af8e2700 T-a245faba97df4900 Service(s) Engaged 1 * RFP Code of Engaged Service 2 * Enter RFP Code Above Service(s) Engaged 2 Accounting & Bookkeeping - Bookkeeping Accounting & Bookkeeping - Cash Flow Analysis Accounting & Bookkeeping - Financial Accounting Accounting & Bookkeeping - Financial Reporting Accounting & Bookkeeping - Forensic Accounting Accounting & Bookkeeping - Tax Accounting Accounting & Bookkeeping - Virtual or Fractional CFO Audit & Assurance - Financial Audit Audit & Assurance - Information Systems Audit Audit & Assurance - Investigation Audit & Assurance - New Accounting Standards & Implementation Business Consulting - 401(k) Plan Implementation Business Consulting - Inventory Management Business Consulting - Sustainability Certification Guidance Business Consulting - Sustainability Program Implementation Business Consulting - Sustainability Readiness Assessment Business Consulting - Sustainability Reporting Strategy Business Consulting - Sustainability Roadmap IT & Cyber Security - CMMC Compliance IT & Cyber Security - Cyber Security Consulting IT & Cyber Security - Managed Detection and Response IT & Cyber Security - Network Security Monitoring IT & Cyber Security - Penetration Testing IT & Cyber Security - SOC 2 Compliance IT & Cyber Security - Virtual or Fractional CISO Legal - Bankruptcy Legal - Business & Corporate - Corporate Transparency Act Legal - Business Formation Legal - Employment Contract Drafting Legal - Import, Export, Customs Legal - Non-Disclosure Agreement (NDA) Tax - 179D Energy Efficiency Tax Deduction Tax - Commercial Property Value Reassessment & Appeal Tax - Cost Segregation Tax - International - Foreign Bank Account and Foreign Financial Asset Reporting Tax - IRS Account Monitoring Tax - IRS Penalty Abatement Tax - R&D Tax Credit Tax - Tax Preparation Tax - Transfer Pricing Select Service that Matches RFP RFP Code of Engaged Service 3 * Service(s) Engaged 3 * RFP Code and Service do NOT MATCH Section Lookup 38/782 BITA Academy bitaacademy Devtech0032 Duran and Ramos Co Satva Softech Satva Softech LLC Starling-Flock Law Office Test Test_Provider_1 testing demo Lookup 38/784 from * Select Service Provider BITA Academy bitaacademy Devtech0032 Duran and Ramos Co Satva Softech Satva Softech LLC Starling-Flock Law Office Test Test_Provider_1 testing demo HQ of Provider Check that the Provider name you selected is the correct one using their HQ location. Sometimes Providers have similar names. Date Engagement Signed * Date Engagement to End Date Engagement to Begin Contract Type * Flat Fee Hourly Rate Recurring Fee Other $ Flat fee (e.g. $5,000) $per hour Hourly Rate (e.g. $250) Describe Contract Type * Amount (e.g. 20% of amount recovered) $ Recurring fee (e.g. $500) per e.g. month / quarter / year Engagement Contract OPTIONAL Choose File Maximum file size: 268.44MB Uploading the engagement contract allows Rbundle to better collect our fee from the Provider. Email contact for this submission * In case of followup. Track Engagement Milestones? Yes No Event Payment to ProviderProject MilestoneService Benefit ReceiptOther Amount Details Date plus1 Add minus1 Remove Close Engagement [RFP Code] for [Service(s)] Reason for Engagement Concluding * Successful CompletionTerminated Prior to Completion If this service will be needed again, set reminder for next engagement? * Yes No e.g. Send annual Tax Preparation RFP reminder next October 15th Reminder Date Engagement Satisfaction * 1 Star 2 Stars 3 Stars 4 Stars 5 Stars 6 Stars Primary point of contact for engagement Public Comments Comments for Provider and Rbundle Only Submit If you are human, leave this field blank.
