The Engagement Confirmation Letter is a crucial business document used in the Philippines to formalize professional service arrangements. It serves as an official confirmation of the terms discussed and agreed upon between a service provider and their client. This document is typically used at the commencement of a new professional engagement or when modifying existing service arrangements. The letter includes essential details such as scope of work, fees, timeline, team composition, and deliverables, while ensuring compliance with Philippine laws and regulations. An Engagement Confirmation Letter is particularly important in professional services contexts as it helps prevent misunderstandings, sets clear expectations, and provides a reference point for both parties throughout the engagement. The document must conform to Philippine legal requirements, including those set forth in the Civil Code, relevant professional regulations, and industry-specific standards.
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1. Letter Header and Date: Professional letterhead, date, and reference number if applicable
2. Client Address and Salutation: Full name and address of the client, with appropriate salutation
3. Introduction and Client Identification: Opening paragraph identifying the client and confirming the engagement discussion
4. Scope of Services: Clear description of the specific services to be provided
5. Timeline and Deliverables: Expected timeline for service delivery and specific deliverables
6. Professional Fees: Detailed breakdown of fees, payment terms, and schedule
7. Team Composition: Key personnel who will be involved in providing the services
8. Client Responsibilities: Outline of what is expected from the client
9. Confidentiality Statement: Basic confidentiality obligations of both parties
10. Acceptance Method: How the client should indicate acceptance of the engagement
11. Closing and Signatures: Professional closing, signature blocks for both parties
1. Conflict Disclosure: Required when there are potential conflicts of interest that need to be disclosed
2. Data Privacy Statement: Needed when personal data processing is involved, to comply with the Data Privacy Act
3. Regulatory Compliance: Required for regulated industries or when specific regulatory requirements must be acknowledged
4. Force Majeure: Optional clause for addressing unforeseen circumstances, particularly relevant in long-term engagements
5. Limitation of Liability: Optional but recommended for professional services engagements
6. Dispute Resolution: Optional section specifying how disputes will be handled
7. Insurance Coverage: Required when specific insurance requirements need to be confirmed
1. Detailed Scope of Work: Detailed breakdown of services, methodologies, and specific tasks to be performed
2. Fee Schedule: Detailed breakdown of fees, including hourly rates if applicable, and payment milestones
3. Team Profiles: Brief profiles of key team members and their roles
4. Project Timeline: Detailed project schedule with key milestones and deadlines
5. Required Documents: List of documents and information needed from the client
Relevant legal definitions
Clauses
Relevant Industries
Professional Services
Financial Services
Legal Services
Management Consulting
Information Technology
Healthcare
Real Estate
Manufacturing
Education
Non-Profit
Government
Retail
Telecommunications
Energy
Construction
Relevant Teams
Legal
Finance
Procurement
Operations
Compliance
Risk Management
Business Development
Project Management
Contract Administration
Executive Leadership
Professional Services
Account Management
Relevant Roles
Managing Partner
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Procurement Manager
Project Manager
Business Development Director
Operations Manager
Compliance Officer
Finance Director
Managing Director
Department Head
Executive Director
Contract Administrator
Professional Services Director
Risk Manager
Account Manager
Senior Consultant
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