BUSINESS PLAN FOR MARKETING SUPPORT FUND

Requesting Sales Manager: Date Submitted:

Contact Number/s: Sales Group No.:
Accompanying Property Specialist:
A. DETAILS OF THE ACTIVITY
I. Type of Activity:
____ Corporate project presentation ____ Proposal Distribution _____ Others, please specify:
____ Bank tie-ups ____ Open House _______________________________
____ Event sponsorships ____ Exhibit Booth _______________________________
II. Target Market:
III. Target Project/s:
IV. Target Sales (Gross TCP):
V. Venue / Location:
VI. Inclusive Date/s: VII. Time:

B. RESOURCES NEEDED
I. Marketing Support Fund (MSF)
Amount in Words:
Amount in Figures:
II. Type of MSF
____ Cash Advance ____ Direct Payment ____ Reimbursement
The following mandatory requirements are needed along with this form:
For Cash Advance: For Direct Payment: For Reimbursement:
__ Cash Advance Form __ Original Statement of Account __ Original and photocopy of Official Receipts
(with detailed VAT breakdown) __ Summary of Expenditures
__ Sample Official Receipt __ Event Evaluation Form with photos
Notes: 1. Additional mandatory requirements for the below type of activities:
a. Booth Exhibit: __ Original Lease Contract/Agreement __ Booth Location/ Photos
b. Event Sponsorship: __ Original Sponsorship Agreement
2. For new vendors/payees: __ Accomplished Vendor Master Form __ BIR Form 2303 (Company)/ TIN (Individual)

For Cash Advance/ Direct Payment requests, all requirements must be submitted 30 DAYS before the actual activity.
III. Marketing Requirements (depending on availabilty)
Brochures Flyers Pull-up Banners

Others (specify):
IV. Resources needed by the salesforce (subject for approval)
Additional Manpower Mail Service Tables and Chairs
Tripping Vehicle Others (specify):
V. Expected Results
Number of Attendees:
Number of Booked Sale:
VI. Sales Requirement
> Sales required are Php4.5M w/in 30 days, Php 7M w/in 60 days and Php 9.5M w/in 90 days or the privilege of availing MSF will be forfeited indefinitely.
> Sales to be validated and verified by Operations and Account Receivables Department before proceeding to the next phase of MSF.
> The MSF (Cash Advance) must be liquidated within the prescribed period of seven (7) working days after project/activity completion.
> I, ____________________________, authorizes Accounting Department to deduct total expenses used for the MSF from my allowance, current & future commission receivables
in the event that the seller fails to comply or submit liquidation.

Requested and Conformed by: Noted by:

Sales Manager Sales Director

(signature over printed name) (signature over printed name)
Endorsed By:
 Sales Head
(Signature over printed name)
Recommending Approval:
Marketing
(Signature over printed name)
Checklist:
Fully signed MSF Form
Sponsorship Agreement
Lease Agreement
Photos of the area
Ferdinand C. Adriano
Head of Sales, Residential Division
Approval By:
Henry L. Yap
BU - General Manager
Cash Advance Form
Notation from Cashier
YTD Sales Report of Requesting SM
Sample Official Receipt