PWC中国企业改造工具库—2.12-RA-project-ToE-procedure.doc

Purpose

AllRAprojectsshouldhaveclearTermsofEngagement(ToE)inplacethatfollowaconsistentformatandthatcoverallthekeyriskareas

TheToEisthedocumentthatboththeRAandtheclientshoulduseasabaselinefortheproject;weshouldbecarefultodelivereverythingintheToE;iftheclientwantsworkdonethatisbeyondtheToEweshouldnegotiateanextensionofscopeandadditionalfees

Timing

TheToEshouldbeagreedandsignedbeforeworkcommences.

NotesforCompletion

Mostofthewordingprovidedintheproformasample(below)isapplicabletomostprojects.However,dorememberthatyouwillneedtocustomiseforyourownproject.

Pleaseuseallthesameheadingsasinthesampleunlessthereisagoodreasonnotto,inwhichcaseyoushouldconsulttheRAManagerandtheRestructuringAdviser.ThenotesinItalicsandinboxesareforguidance,usethemtocreatetheToEspecifictoyourproject.(Note:onceyouhavecompletedeachsectionoftheToEremembertodeletetheguidanceboxesandnotes.)

AblankproformashouldbemadeavailableonashareddatabasesetupontheRA’sserver.

AToEshouldbedevelopedandsenttotheclientassoonaspossibleafteraProposalhasbeenaccepted.RememberthatyourproposalandToEneedtobeconsistentwithoneanother.

PRIVATEANDCONFIDENTIAL

Name

Company

Address

Date

DearName

TERMSOFENGAGEMENT(ToE)FORTITLEOFPROJECT

Followingyouracceptanceofourproposal,Iamwritingtoconfirmourunderstandingofyourinstructionstoustoprovidetheservicessetoutbelow(“theServices”)andthetermsonwhichwearetoprovidethoseservices.ThisletterrepresentstheTermsofEngagement(ToE)fortheprojectand,oncesignedbybothparties,willformtheContractbetweenus.

ServicestobeProvided

Giveabriefdescriptionoftheprojectbackground,theiroverallrequirementsandthenatureofourwork.

Detailourresponsibilities-thestagesoftheassignmentandthespecif