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Fax TO:
FROM:
FAX:
PAGES:
PHONE:
DATE:
RE:
CC:
Urgent
For Review
Please Comment
[Names]
Please Reply
Comments:
[INSERT COMPANY NAME] [INSERT COMPANY ADDRESS] T: [INSERT] F: [INSERT] M: [INSERT] E: [INSERT EMAIL] W: [INSERT WEB]
Please Recycle
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Project Definition Template 1. What do you want done? If the process is complicated, please attach separate documents that explain the steps to be followed.
2. What else is needed? If you are providing other files or materials, please list them and say where to find them.
3. Your deadline What is your timeline for the work? When should the project be finished? Is this a hard or soft deadline? Do you want to see early drafts? What kind of status reports do you want?
4. Your budget (time/money) How much time should this project take? How much do you want to spend?
5. What do you want the results to look like? What kind of output do you want (Word, Excel, email)?
6. (optional) What is the goal for the project? What do you want to happen as a result of doing this project? How will it impact your business? Why is it important?
[INSERT COMPANY NAME] [INSERT COMPANY ADDRESS] T: [INSERT] F: [INSERT] M: [INSERT] E: [INSERT EMAIL] W: [INSERT WEB]
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[INSERT DATE] [CLIENT NAME] [COMPANY NAME] [Address]
Dear [Name] We are pleased to set out below the terms of our estimate of the price to be charged for the supply of [INSERT PRODUCT/GOODS/SERVICE ]. We should emphasise that this estimate is not a tender document and as a result any order which is placed by you will be subject to our formal acceptance confirmed by an appropriate order acknowledgement. We also confirm that this estimate and any subsequent contract entered into will be subject exclusively to our Terms and Conditions, a copy of which is printed on the reverse side of this document.* Quantity Description INSERT DETAILS AS NECESSARY
Price
VAT
This estimate will remain open for a period of [ ] weeks from the date of this estimate and delivery will be effected approximately [ ] weeks after the date on our order acknowledgement. Yours sincerely
* Amend as required
[INSERT COMPANY NAME] [INSERT COMPANY ADDRESS] T: [INSERT] F: [INSERT] M: [INSERT] E: [INSERT EMAIL] W: [INSERT WEB]
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QUOTE Date: 18 February 2013 INVOICE # [INSERT INVOICE NO] Expiration Date: [INSERT DATE] To
Salesperson
Job
Payment Terms
[Name] [Company Name] [Street Address] [City, County, Post Code] [Phone] Customer ID [ABC12345] Due Date
Due on receipt Qty
Description
Unit Price
Line Total
Subtotal VAT Total Quotation prepared by: [INSERT YOUR NAME] ____________________________________________________ This is a quotation on the goods named, subject to the conditions noted below: (Describe any conditions pertaining to these prices and any additional terms of the agreement. You may want to include contingencies that will affect the quotation.) To accept this quotation, sign here and return:
_______________________________________________________________________
Thank you for your business
[INSERT COMPANY NAME] [INSERT COMPANY ADDRESS] T: [INSERT] F: [INSERT] M: [INSERT] E: [INSERT EMAIL] W: [INSERT WEB]
INSERT LOGO Debt Collection Department Your Details Name of Creditor: ______________________________________________________________________ Trading Address: ______________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Registered Office (if different): ____________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Contact Name: ________________________________________________________________________
Your Debtors Details Name of Debtor: ______________________________________________________________________ Is the debtor an individual, firm or company? ________________________________________________ Registered Name (if a company) __________________________________________________________ Registered Office: ______________________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ Trading Address (if different):_____________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________
The Debt *AMOUNT OF DEBT: ______________________________________________________(inclusive of VAT) Does debt relate to goods sold and delivered, services rendered or other? If other, please specify: _____________________________________________________________________________________ DATES & NUMBERS OF INVOICES:__________________________________________________________ _____________________________________________________________________________________ _____________________________________________________________________________________ DATES & AMOUNTS OF PAYMENTS:________________________________________________________ _____________________________________________________________________________________ How many days after delivery of invoice was payment due? _____________________________________ Are invoices disputed? ___________________________________________________________________ If yes, please provide copies of relevant correspondence (if possible Debtor’s letter heading will assist) Have any cheques paid to you been dishonoured? _____________________________________________ Are you aware of the location of any specific assets? ___________________________________________ Do you have any special instructions? _______________________________________________________ ______________________________________________________________________________________ *Notify your solicitor if you wish to claim Late Payment Act interest and Compensation for Late Payment. (continue on separate sheet if necessary). [INSERT COMPANY NAME] [INSERT COMPANY ADDRESS] T: [INSERT] F: [INSERT] M: [INSERT] E: [INSERT EMAIL] W: [INSERT WEB]
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Factors indicating employment status Mutual obligations The company is under an obligation to provide the individual with regular work and the individual is under an obligation to make themselves available to do the work. Control The individual is under the control of the company to such a degree as to make the company their "master". In other words, the company controls what the individual does, how they do it and when they do it. The individual is also expected to conform to standards of, for example, behaviour or dress expected of others within the same working environment. Personal service The individual is required to provide their services personally. Either there is no right to appoint a substitute or any right of appointment is subject to the company's approval and may only be used in certain situations (for example, where the individual is unavailable). Exclusivity The individual is not normally free to work for other organisations without the express permission of the company. The individual may be subject to restrictive covenants in their contract. Nature and length of the engagement The length of the engagement is not determined (with the exception of fixed-term contracts) and does not relate to the performance of a specific task. Pay and benefits The individual is paid a fixed amount on a regular payment date irrespective of performance targets or completion of a specific task (however, note that shift workers or commission workers may be employees). They may receive a pension, bonus, private medical insurance, company car or other benefit and be entitled to company sick pay. Integration The individual is integrated into the company. For example, they perform services which are similar to or substantially the same as those performed by an employee, their name appears on the internal telephone directory, they have a company e-mail address, they wear a uniform or they have a company business card. Facilities and equipment The company provides the individual with the facilities and equipment required by them to carry out their job. Financial risk The individual is paid even if there is not sufficient work to keep them fully occupied. The individual assumes no financial risk in working for the company. Taxation The individual is not responsible for payment of income tax and national insurance contributions (NICs) on their earnings. [INSERT COMPANY NAME] [INSERT COMPANY ADDRESS] T: [INSERT] F: [INSERT] M: [INSERT] E: [INSERT EMAIL] W: [INSERT WEB]
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[ON HEADED NOTEPAPER OF COMPANY] [CONSULTANT'S NAME] [CONSULTANT'S ADDRESS] [DATE] Dear [CONSULTANT'S NAME] (Independent Contractor) Independent Contractor Agreement We are writing to confirm the terms of our agreement concerning the provision of your services as Independent Contractor to [NAME OF COMPANY] (Company). 1. TERM You shall provide your services to the Company from [DATE] unless and until this agreement is terminated by either party giving to the other not less than [NUMBER] weeks' prior written notice or as otherwise provided in this letter. 2. DUTIES 2.1. You shall provide your services with all due care, skill and ability and use your best endeavours to promote the interests of the Company and, unless prevented by ill health or accident, devote at least [NUMBER] [hours OR days] in each calendar month to carrying out the following services for the Company: (a) [DETAILS OF SERVICES] (Services). *[Insert services Sub Contractor will supply] 2.2. If you are unable to provide the Services due to illness or injury you shall notify [POSITION] as soon as reasonably practicable. For the avoidance of doubt, no fee shall be payable in accordance with clause Error! Reference source not found. in respect of any period during which the services are not provided. 2.3. With our prior written approval and subject to the following proviso, you may appoint a suitably qualified substitute to perform the Services on your behalf, provided that the substitute shall be required to enter into direct undertakings with the Company, including with regard to confidentiality. We will continue to pay you your fee as provided in clause Error! Reference source not found. below and you shall be responsible for the remuneration of (and any expenses incurred by) the substitute. For the avoidance of doubt, you will not be paid for any period during which neither you nor any substitute provides the Services. 2.4. You shall ensure that you are available at all times on reasonable notice to provide such assistance or information as the Company may require. 2.5. You shall promptly give to the Company all such information and reports as it may reasonably require in connection with matters relating to the provision of your services. 2.6. You have no authority (and shall not hold yourself out as having authority) to incur any expenditure in the name of the Company or for the account of the Company or to bind the Company, unless we have specifically permitted this in writing [in advance]. 2.7. You shall comply with all reasonable standards of safety and comply with the Company's health and safety procedures from time to time in force at the premises where the Services are provided and report to the Company any unsafe working conditions or practices. 2.8. You undertake to the Company that you shall take all reasonable steps to offer (or cause to be offered) to the Company any business opportunities as soon as practicable after the same shall have come to your knowledge and in any event before the same shall have been offered by you to any other party. [INSERT COMPANY NAME] [INSERT COMPANY ADDRESS] T: [INSERT] F: [INSERT] M: [INSERT] E: [INSERT EMAIL] W: [INSERT WEB]
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[INSERT COMPANY NAME] [INSERT COMPANY ADDRESS] T: [INSERT] F: [INSERT] M: [INSERT] E: [INSERT EMAIL] W: [INSERT WEB]
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