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5 Engagement Notification & Conclusion
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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
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In case of followup.
Track Engagement Milestones?
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Event
Payment to Provider
Project Milestone
Service Benefit Receipt
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Amount
Details
Date
plus1
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Close Engagement [RFP Code] for [Service(s)]
Reason for Engagement Concluding
*
Successful Completion
Terminated 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
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