INTEGRATED SOLUTIONS

CONTACT REVIEW PROCESS

Prepared By:

______________________________________________________________________________

Lead Author, Integrated Solutions Date

Approved & Effective on Date of Signature Below

_____________________________________________________________________________

Yufen Chang Yu, Integrated Solutions Date

THIS DOCUMENT IS TO BE REGARDED AS THE OFFICIAL CONTACT REVIEW PROCESS WITHIN INTEGRATED SOLUTIONS. IT IS TO BE MAINTAINED UNDER CHANGE CONTROL BY THE DOCUMENT CONTROL COORDINATOR.

CHANGE SHEET

TITLE: Contact Review Process

DESCRIPTION OF CHANGE

1.0 POLICY

Integrated Solutions will follow a uniform procedure for each contact / potential new

client in trying to procure a contract to perform support and / or development duties

for them.

2.0 PURPOSE

The purpose of this policy is to:

• Document the procedure used to obtain new clients
  
• Document the process that is followed in procuring a contract
  
• Document the Contract Review Check List
  
• Document the procedure for Amendments and Renewals of already existing contracts

3.0 INTRODUCTION

Integrated Solutions uses personal and business related referrals, advertising in trade magazines, and exposure at conferences to acquire leads and potential new clients.

Integrated Solutions also employs a Sales / Marketing Specialist to follow up on any

leads and to develop new business (via cold calling, etc.)

4.0 PROCESS

4.1 Contacts

• Employees find contacts for potential new clients via leads that are acquired through personal referrals, professional referrals, procurement fairs, industry - related conferences, and work done by the Sales / Marketing Specialist
  
• Once contact has been established and a business opportunity is established the President / CEO and key members of Integrated Solutions meet with the potential client
  
• Integrated Solutions gives a presentation customized to the needs and requirements of the customer including a question and answer session and submittal of references to the potential client

4.2 Job Scope

• Once an interest has been established, Integrated Solutions and the potential client will discuss the job scope in detail
  
• Integrated Solutions submits a proposal (in writing or in person) to the potential client in order to bring the job scope and Integrated Solutions’ approach to it more tangible

4.3 Statement of Work

• Once the client decided to do business with Integrated Solutions, the President / CEO will request a Statement of Work (SOW)
  
• Upon receiving the SOW, Integrated Solutions can calculate the cost of the job

4.4 Negotiation

• The President / CEO and the key players of Integrated Solutions will meet with the key players from the customer’s side
  
• Integrated Solutions will present it’s cost proposal to the customer and from there it can be negotiated

4.5 The Contract

• Once a contract is planned, both sides will make modifications to it to suit their needs
  
• When the contract is finalized, there will be a final walk - through with both sides present to make sure everything is mutually agreed upon
  
• When both sides are sure that everything has been negotiated, the contract is finalized, and the cost is set, it will be signed by the President / CEO of Integrated Solutions and by the client

5.0 CONTRACTING CHECKLIST

• Integrated Solutions begins a Contracting Checklist for each new potential client
  
• The steps on the checklist are followed and noted from First Contact to discussing the Job Scope to receiving the SOW to Negotiations and, finally, signing the Contract
  
• A copy of the final contract is attached to the Contracting Checklist and is kept in a separate (date controlled) file

CONTRACTING CHECK LIST

Date: _________________________

date process begins

____ Meet with Customer: ___________________ ____________________

customer’s name customer’s name

____________________________

name of company

____ Discuss Job Scope in Detail

____ Receive Statement of Work: ____________________

date

____ Negotiate With Customer

____ Meet With All Key Players From Both Sides: __________________

date

___________________________ ____________________________

name name

___________________________ ____________________________

name name

____ Make Modifications to Contract that Has Been Mutually Agreed Upon

____ Select Integrated Solutions, Inc. Employees Appropriate for Placement on Project

___________________________ ___________________________

name name

___________________________ ___________________________

name name

____ Final Walk - Through

____ Contract Committed by Receiving Contract From the Client:

______________________________

date final contract received on

(See Attached Copy)

6. Amendment Procedure

    

   1. Whenever an amendment is made to a contract a written description of said amendment