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Business Engagement Letter
1. Recipient Details: Full name, title, and address of the recipient and their organization
2. Introduction: Brief opening paragraph thanking the client for the opportunity and confirming the intention to provide services
3. Scope of Services: Detailed description of the specific services to be provided, including any limitations or exclusions
4. Team and Resources: Key personnel who will be involved in providing the services and their roles
5. Fees and Payment Terms: Detailed fee structure, billing arrangements, and payment terms
6. Timeline: Expected duration, key milestones, and any important dates or deadlines
7. Professional Standards: Commitment to professional standards and quality of service
8. Confidentiality: Obligations regarding confidential information and data protection
9. Liability and Insurance: Professional liability limitations and insurance coverage
10. Termination Provisions: Conditions and process for ending the engagement
11. Acceptance: Instructions for accepting the engagement and returning signed copies
1. Conflict Resolution: Specific procedures for handling disputes, recommended for high-value or complex engagements
2. Travel and Expenses: Include when significant travel or additional expenses are expected
3. Intellectual Property Rights: Include when the engagement involves creation of intellectual property
4. Regulatory Compliance: Include when the services involve regulated activities or specific compliance requirements
5. Subcontractor Terms: Include when parts of the service will be delegated to subcontractors
6. Data Processing Terms: Include when the engagement involves significant personal data processing under GDPR
7. Force Majeure: Include for long-term engagements or where service delivery could be impacted by external events
1. Fee Schedule: Detailed breakdown of fees, rates, and payment structure
2. Service Description: Detailed technical or operational description of services to be provided
3. Team Profiles: Detailed information about key team members and their qualifications
4. Project Timeline: Detailed project plan with milestones and deliverables
5. Terms and Conditions: Standard terms and conditions of business
6. Data Processing Agreement: GDPR-compliant data processing terms and conditions
7. Insurance Certificates: Copies of relevant professional insurance certificates
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