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Services By Czecholoslavakia 2020 vision

“So-Be-It!” Coats & Paints


By President Patrick Alan Boehm The V
Included:

Proposal for Services


Contract for Services
Project Information:
___________________________________________________
Project Location:
______________________________________________________
Project Contact:
______________________________________________________

1. Painting for existing buildings

Painting Contract
This painting contract is created and entered as of ________________ between the following parties:
Client: ________________, And

Contractor: So-Be-It! Coats & Paints


The Client and Contractor are collectively referred to as the “Parties” throughout this painting contract.

Scope of Work
The Contractor will provide the following services via this painting contract:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Please note that any additional services or changes to the scope listed here will require a change order, which may include additional fees not outlined
in this painting contract’s pricing section.

Project Location & Schedule


The project described in this painting contract’s scope of work shall be
conducted at__________________________________________________________.
The estimated start date is_______________________________________________.
The project’s estimated completion date is__________________________________.
While the Contractor agrees to make every reasonable effort to start and complete the project by the dates listed above, the Client acknowledges that
delays are common and possible due to interfering schedules, inclement weather, availability of materials, or other circumstances beyond either party’s
control.

Payment
All fees associated with this painted contract are detailed in the pricing table below. Payment for the services rendered under this painting contract are
due in full within 15 days of the project’s completion. The Contractor agrees not to hold the Client liable for any additional time or materials not
listed in the pricing table below unless prior approval from the Client is given in written form.
Name of the Project: ____________________________________
Price: _________________________________________________
QTY: __________________________________________________
Subtotal: ______________________________________________
Total: ________________________________________________

Acceptance
Both parties agree to the scope of work, terms, and pricing outlined in this painting contract by applying their electronic signatures in the fields
below.

Terms & Conditions


The Contractor is not an employee of the Client and shall always be considered an independent contractor.
The Contractor shall not subcontract or outsource any portion of the scope of work outlined in this painting contract without prior written approval
from the Client.
The Client may cancel this project at any time. If work has been started, the Client agrees to pay for work completed up to cancellation.
Any disagreements not resolved through good-faith negotiation shall be resolved through a neutral arbitrator located in QUEENS COUNTY, NEW
YORK.
Both the Contractor and the Client agree to indemnify and hold one another harmless for any loss, damages, or liabilities, without limitation. The
Contractor’s liability for willful misconduct or gross negligence shall be limited to the monetary value of this painting contract, listed in the
“payments” section of the contract.
This painting contract represents the entire agreement between the Parties. No other agreements, written or oral, are considered valid unless they are
documented and signed by both parties.

Client:__________________________________DATE:______________________________________

Contractor: “So-Be-It!” Coats & Paints________________DATE:_____________________________________

Painting Quote
Prepared by:
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________

Prepared for:
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________________________________________
_____________________________________________________________

[MR./MS._____________________________________:

We appreciate the opportunity to submit this quote for the exterior painting of your residence located at
_________________________________________________________________________________.

Pricing information is as follows:

Preparation: Includes washing, caulking, glazing, scraping and sanding as needed.


Details:_________________________________________________________________________________________
_____________________________________________________________________________________________
___________________________________________________________________________________________

[$ .00]

Priming: Includes priming of all areas as needed


Details:_________________________________________________________________________________________
_____________________________________________________________________________________________
___________________________________________________________________________________________

[$ .00]

Finish Coats: two coats on all surfaces using specified materials as follows:
[$ .00]

Total
[$ .00]
If you have any questions regarding this quotation, please don’t hesitate to contact the me at 631-925-8571 or
VMBSERVICES@GMAIL.com.

Painting Proposal
Contractor: “So-Be-It!” Painting & Contracting Services

Executive Summary
We greatly appreciate the opportunity to earn your business. As a licensed painting contractor, we have years of experience performing quality for for commercial
and residential clients. Our team of experienced painters specialize in providing high-quality work in a timely manner, at an affordable cost, and with minimal
disruption to your property. In this proposal, you’ll find details regarding the scope of work for the project along with associated costs.

Should you have any questions, feel free to reach out via the following means:

Phone: Patrick Alan Boehm V @ 631-925-8571


Email: Varslago1946@gmail.com or “So_Be_It_Painters@yahoo.com”

Regards ,
Patrick Alan Boehm V, President
Why Us?
There are a number of painting contractors in the City area. When you choose a contractor for your painting project, care should be taken to find a contractor that
has a proven track record for quality work, is properly insured, and offers competitive pricing.

We pride ourselves on offering the highest quality work than we can.

We carry full professional liability insurance with a /1,000,000/2,000,000 cap and strive to quote all projects as competitively as possible.

Scope of Work
The pricing in this painting proposal includes all time and materials to complete the work described below. All prep work, painting, cleanup, and disposal requirements are
documented in this scope of work and reflected in the pricing section of this painting proposal.

Enter scope of work


______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
________________________________________________________

Priming & Finishing Materials


Based on your needs, we plan to use the following primers and paints to complete the project:
Primer:__________________________________________________________________________
______________________________________________________________________________
____________
Paint:___________________________________________________________________________
______________________________________________________________________________
____________
LABOR, SPECIFICATIONS & INSTALLATIONS
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
__________________________________________

Pricing
This project’s pricing is estimated based on the scope of work as well as the labor and specifications set forward in this proposal. Should the project’s scope or
schedule change, the final price for the project may vary.

Acceptance
If you’d like to move forward with the project as it’s described and priced in this painting proposal, simply sign and return this document to us. We’ll get in touch
once you do to discuss next steps.

“SO-BE-IT!” Painting & Contractors: X_____________________________________________


Signatures:__________________________________________________________________
DATE:______________________________________________________________________

“SO-BE-IT!”
COATS & PAINTS, QUEENS NEW YORK
Patrick Alan Boehm V – 631-925-8571
Signature: ____________________________DATE: _______________________________
Client: ______________________________Project: ______________________________

Price Quote
“SO-BE-IT!” COATS & PAINTS, QUEENS NEW YORK

Patrick Alan Boehm V – 631-925-8571


Quotation No.: [________________]
Quote Valid until: _____________
Prepared by:
Patrick Alan Boehm V, Queens New York – 631-925-8571 – So_Be_It_Painters@yahoo.com
Quotation for:
[CUSTOMER NAME]: ______________________________________________________
[CUSTOMER STREET ADDRESS]: _____________________________________________
[CITY, STATE POSTAL CODE]: _______________________________________________

Quantity Description Unit Price Sub Total

[_____] [PAINT]____________________________ [$____] [$_______]

[_____] [PRIMER]___________________________ [$____] [$_______]

[_____] [_________]_________________________ [$____] [$_______]

Subtotal: [$ .00]
Tax Rate: [ %]
Sales Tax: [$ ]

Total: [$ .00]

This quote is subject to the following terms and conditions:

 Delivery will be made____________________

 General terms and conditions governing this quotation/contract are provided as described:

This quotation has been approved by “SO-BE-IT!” Coats & Paints as evidenced by the signature of its authorized representative below.
_________________________________ ______________
Patrick Alan Boehm V DATE
President of “So-Be-It!” Coats & Paints

by Unknown Author is
licensed under

Construction Quote
“So-Be-It!” Coats & Paints
153-70 South Conduit Avenue Jamaica New York 11434
631-925-8571 or So_Be_It_Painters@yahoo.com or Varslago1946@gmail.com

Prepared for:________________________________________
Date:___________________________________
Prepared by: Patrick Alan Boehm V of “So-Be-It!” Coats & Paints
Phone: 631-925-8571
Description of work:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Site of work:___________________________________________________________________________
What is this construction quote?
This construction quote is a document produced by “So-Be-It!” Coats & Paints company that gives a detailed breakdown of the expected costs
associated with a proposed project, including things like labor costs, material quantities and costs, and other related details.
“So-Be-It!” Coats & Paints submits this quote for the following work:
There’s nothing worse than leaving things open to interpretation. Sometimes it is easier to state what is not included in a job than what is included,
which is why we have added that section below. Feel free to omit anything if it is not applicable.
The scope of work includes the following:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
The scope of work does not include:

_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________

The total price of the work, to include all labor and materials below is:
[$ .00].
This price is made up of the following:
Labor – [$ .00]
Materials – [$ .00]
Tax – [$ .00]
Other Conditions/Details:

Schedule:__________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________
Major Equipment:
________________________________________________________________________
________________________________________________________________________
________________________________________________________________________
__________________
Payment:__________________________________________________________________
________________________________________________________________________
________________________________________________________________________
________________
If the above total price, scope of work, specifications, and conditions are acceptable, sign below indicating your acceptance and authorization for “So-
Be-It!” Coats & Paints to proceed with the work described in this quotation. Upon signature and payment in accordance with this quote, “So-Be-It!”
Coats & Paints will proceed with the work.
AGREED AND ACCEPTED:

_________________________________ Customer Signature


_________________________________ Customer Name
_________________________________ Date

President Patrick Alan Boehm V of “So-Be-It!” Coats & Paints


Signature: ________________________________________
Date: ____________________________________________

Service Proposal
Introduction:
____________________________________________________________,
This document is our formal proposal for the services you and I have discussed in previous conversation. In this service proposal, you’ll find a bit of
background on of “So-Be-It!” Coats & Paints , details regarding the results we hope to deliver for your company, pricing details, and a tentative
delivery timeline.
Should you have any questions, comments, or concerns once you’ve reviewed the service proposal in its entirety, feel free to use the comment menu to
the right of the proposal to contact me directly.
Regards,
President Patrick Alan Boehm V of “So-Be-It!” Coats & Paints
Because we focus so heavily on providing outstanding service and support, we’ve found that our existing clients are often our greatest sales people.
Here are just a few of the glowing recommendations from of current of “So-Be-It!” Coats & Paints customers!
“So-Be-It!” Coats & Paint’s team has remained extremely loyal to us throughout our relationship. Whenever we require training or support, we’ve
found that they are our most supportive and responsive vendor.” -Randolph & Mortimer
“We’ve had great success since choosing “So-Be-It!” Coats & Paints. They made what we thought were unattainable promises in the beginning,
but they’ve proven themselves by keeping those promises and delivering more than we ever expected.” – Davey & Johnny Brigatti

Solution
The table below details the costs associated with this service proposal.

Name Price QTY Subtotal

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $

$ $
Subtotal $
Total $

Delivery
Time is always a factor when implementing a new solution in your organization. I’ve met with my
operations team to develop an implementation schedule for this project, detailed in the table below.

Stage Description Completion date

Approval
By signing this service proposal, you indicate your approval of the proposed solution and pricing. Once I
receive your signed copy of this proposal, I’ll create a formal service agreement and schedule a time to
cover it with you.

: This logo design proposal template opens with a short introductory note. This gives the proposal a
more personal feel, and helps set expectations for the rest of the proposal.

First off, thanks for giving me the opportunity to earn your business! There are thousands of agencies
and freelancers offering logo design services, and having the opportunity to put a proposal in front of
you is an honor not taken lightly.

While pricing is an obvious factor when choosing someone to hire for logo design services, there are a
few other factors which you should consider as well. In this proposal, I’ll explain what those are, why
they matter, and then provide you with a clear pricing estimate.

The Logo Design Process

PandaTip: This is the key section of the proposal template. It sets the stage for the entire logo design
project, and demonstrates your understanding of what goes into a well-done logo design.
Your logo is a key pillar of your company’s identity, and the process through which it is created and
refined is important to your long-term success. We see a lot of competitors who ask a handful of
questions before disappearing for a period of time, returning with a logo and an invoice. We prefer to
take a more collaborative approach that keeps you involved at every stage.

Here’s what to expect:

Understanding Your Brand: We feel that your logo should communicate both who and what you are. It
should speak to your audience on a subconscious level and make a positive impression upon them. We
begin every logo design project with a client interview, during which we’ll attempt to build an
understanding of the tangible and intangible things that make your company and team unique.

Concept: Before we draw a single line, we’ll discuss your vision for your company logo with you. We
don’t want to waste your time with logos that don’t fit your vision, and we don’t want to overwhelm you
with dozens of options. By working with you to set a standard up front, we’ll be able to develop a
handful of options that meet your expectations.

Review & Revise: We’ll present you with a few options that we’ve created based on the information
you’ve given us. You’ll have the opportunity to review each of them and provide feedback for revisions.
In many cases, our clients end up combining elements of several early logo designs to create a final
product they’re happy with.

Delivery: Once we’ve crafted a logo design that you’re happy with, we’ll provide you with all of the digital
files you’ll need to put the logo to good use, as well as a release granting you sole ownership of your new
company logo.

Why Hire Us?

Here are a few key reasons why you’d benefit from hiring us over any other agency or freelancer:

We keep you involved at every step of the process. This improves results and makes the entire logo
design project progress faster.

Your logo will be entirely original and crafted by an experienced logo designer.

Your logo will be more than a flashy graphic- it will be a powerful visual manifestation of your brand’s
identity.

Our staff will communicate with you in a prompt, professional manner throughout the project.

What Our Customers Have to Say:

PandaTip: This section of the template allows you to show off customer testimonials alongside their
respective logos.

[Customer.Testimonial1]

[Customer.Testimonial2]

Pricing
PandaTip: The template’s pricing table allows you to provide your client with clear, detailed pricing for
the logo design project.

Name

Price

QTY

Subtotal

$0.00

$0.00

Subtotal $0.00

Total $0.00

If you’re ready to move forward with the project, just sign the logo design proposal below. I’ll be notified
and reach out to schedule our next steps.

PandaTip: You’ll receive an email notification when your client signs this template using the fields below.

[Client.FirstName] [Client.LastName]

[Client.Company]

Date

ffice Cleaning Proposal


Prepared for:
[Client.FirstName] [Client.LastName]
[Client.Company]

Created by:
[Sender.FirstName] [Sender.LastName]
[Sender.Company]
[Sender.Email] [Sender.Phone]

Nice to Meet You

At [Sender.Company], we are professionals who understand the importance of a clean environment.


That’s why we do all the scrubbing, dusting, and polishing so you and your employees can focus on the
tasks at hand. Whether you need us on site during office hours or when everyone has left for the day,
you can rest assured your workplace is receiving the utmost attention to detail.

[Sender.Company] was founded on the principle of warm, friendly, and efficient service. Our staff knows
how to get the job done, and we often exceed the expectations of our clients. We offer a range of
services that we believe will fully meet your needs, and no office is too big or small for our skilled and
experienced staff.

We look forward to a partnership with [Client.Company] and keeping your office beautiful and spotless
everyday.
Sincerely,
[Sender.Company]

Signature

[Sender.FirstName] [Sender.LastName]

What to Expect

[Sender.Company] will perform the following office cleaning services for [Client.Company] : dusting,
washing, and polishing of all surfaces; vacuuming of carpets and/or cleaning of non-carpeted flooring;
cleaning of all appliances, bathrooms, and food preparation areas; trash collection and removal.

All labor, supervision, materials, and equipment required to perform these tasks will be provided by
[Sender.Company] at the approval of [Client.Company] .

The terms of this contract shall begin [Start.Date] and continue until the termination of this agreement.
[Client.Company] has sole discretion over ending this contract, as well as increasing or decreasing the
scope of work, and will notify [Sender.Company] of any changes within [Time Period] .

Frequency of Services

[Client.Company] will set the schedule upon which [Sender.Company] will provide cleaning services:

Day of Service Service Hours

Monday From [Start Time] to [End Time]

Tuesday From [Start Time] to [End Time]

Wednesday From [Start Time] to [End Time]

Thursday From [Start Time] to [End Time]

Friday From [Start Time] to [End Time]

Saturday From [Weekend Start Time] to [Weekend End Time]

Sunday From [Weekend Start Time] to [Weekend End Time]

Cleaning services will be performed at the offices of [Client.Company] :

[Street Number]
[Street Name]
[City]
[State]
[ZIP Code]

Supply List

Product Purpose

Cleaning solution Washing windows, surface areas

Polishing solution Applied to specific surfaces, such as wood

Vacuum Cleaning floors, furniture

Mop and cleaning solution Cleaning non-carpeted floors

Plastic bags Collecting refuse such as trash, recycling, composting

Our Guarantee

[Sender.Company] is fully licensed, bonded, and insured to provide professional office cleaning services.
Documentation is available upon request.

If [Client.Company] finds any of our services to be unsatisfactory, please


contact [Sender.FirstName] [Sender.LastName] within 24 hours and your issues will be mitigated at no
additional cost. In the event that a dispute cannot be solved between [Client.Company] and
[Sender.Company] , both parties agree to enter into arbitration in the State of [State Arbitration] .

[Sender.Company] agrees to observe all holidays of [Client.Company] and perform all services during the
agreed upon days and times.

It is the policy of [Sender.Company] that our team of cleaners will not eat in your office, use any of your
facilities, answer phones, or give access to outside visitors. Communication between our staff
and [Client.Company] employees, if cleaning services are required during business hours, will be limited
so as not to distract [Client.Company] ‘s workers.

Pricing

The prices quoted herein will remain in effect for the length of this office cleaning contract, unless
changes are agreed upon in writing by both parties. Cleaning services will be performed on a month-to-
month basis, with payment due at the beginning of each month.
Type of Service Price QTY Subtotal

Cleaning Fee/day $70.00 30 $2100.00

Supplies Used/Day $2.00 30 $60.00


Cleaning products
Cleaning supplies

Subtotal $2160.00

Tax $162.00

Total $2322.00

Agreement of Service

By signing below, [Client.Company] and [Sender.Company] agree to all provisions set forth in this
proposal. The client has [Time Period] to cancel this agreement at no cost. If the client elects to cancel
after [Time Period] , all outstanding payments must be made upon termination.

[Sender.Company]

Signature

MM/DD/YYYY

[Sender.FirstName] [Sender.LastName]

[Client.Company]

Signature

MM/DD/YYYY

[Client.FirstName] [Client.LastName]

Thesis Proposal Template

Proposal Prepared by [NAME] in part fulfillment of the degree requirements for the [DEGREE LEVEL] of
[ARTS OR SCIENCES] in [DEGREE AREA].

[DATE]
ABSTRACT

PandaTip: The Abstract starts off your thesis proposal by introducing a summary of the complete
proposal. This will explain the problem or issues you will address, investigate, or research. This section
should be fairly brief, but should provide enough basic information to explain your proposed research
and/or dissertation fully.

INTRODUCTION

PandaTip: This section provides an introduction to the problem you will be studying. This section, as well
as the entire thesis proposal, will differ significantly depending on whether the proposal is for a science
discipline or an arts and humanities discipline. This introduction section should emphasize that your
topic is an area worthy of great study and attention.

a. Background

The proposed issue of this thesis has been addressed previously by numerous scholars. These scholars
include such individuals as [NAMES OF SCHOLARS]. Their assessment of this topic has shown…

or

The proposed topic of this thesis has been addressed previously by numerous researchers in the field.
Their investigations have shown…

PandaTip: Use this subsection to show your grasp of the topic you’ll be researching, providing a brief
overview of what knowledge is already available. You will expand upon this in a coming section. You can
discuss here various angles on the topic.

b. Significance of Research

PandaTip: Explain here how further research on this subject is important. If your thesis is for a science
discipline, you might indicate how further knowledge on your particular area of research would be useful
in practical ways. For a humanities thesis, you might emphasize how a new viewpoint on a certain topic
could help make new discoveries in that area.

EXISTING KNOWLEDGE/SIGNIFICANT PRIOR RESEARCH

PandaTip: Although you have briefly covered this in a general way above, this section allows you to delve
in to the particular existing research which directly affects your topic. In other words, you may here
introduce the idea you will be refuting, the author/historian you will be challenging, or the piece of
information you feel needs a closer look or new angle. Your understanding of the existing knowledge on
your subject should clearly demonstrate that there is a GAP in that body of knowledge, and your
proposed thesis intends to fill that gap.

THESIS OR PROJECT STATEMENT

PandaTip: Your thesis statement presents the argument you will make in your thesis/dissertation or
asserts the specific question you will be asking or investigating with your research. This should relate to
the previous section, by showing how you’ll be filling a gap in the existing body of knowledge or prior
research.
APPROACH

PandaTip: Dependent upon whether your thesis is for a science or humanities discipline, this section can
be altered to fit your program needs. A science or active research-based thesis may rely less heavily on
the Bibliography of Sources subsection and spend more time detailing research methods to be utilized.

a. Methods

This thesis project will depend upon the following research methods for garnering results:

[RESEARCH METHOD]

[DESCRIPTION OF METHOD]

[RESEARCH METHOD]

[DESCRIPTION OF METHOD]

[RESEARCH METHOD]

[DESCRIPTION OF METHOD]

PandaTip: Methods may include a wide variety of things, such as surveys for sociological or psychological
research projects, laboratory experimentation, fieldwork, etc. Be sure to provide highly detailed
descriptions of the methods you will use in your research, including specifics such as numbers, dates,
locations, resources to be used, and more.

b. Bibliography of Sources

[LAST NAME, FIRST NAME]. [TITLE OF BOOK]. [CITY OF PUBLICATION]: [PUBLISHER], [YEAR OF
PUBLICATION]. [MEDIUM OF PUBLICATION].

PandaTip: For a scientific thesis, this section may be more brief, including previous research projects
and/or reports you will be referencing or using. With a humanities or arts thesis, this section will be
much larger. Make sure you are formatting your sources properly, using the same referencing style you
will use in your final dissertation or presentation. (Style provided in citation example above is MLA).
Some programs require an annotated bibliography, meaning that you will need to briefly assess the
viability of each source you will be using, and explain why it will contribute to your research. Check with
your university guidelines.

c. Implications of Research

PandaTip: In this subsection you can indicate what implications your research will have in your field.
Address how the addition of this research may change or alter the current knowledge on a subject. This
will help further cement the need and usefulness of your intended research.

POTENTIAL OUTCOMES

PandaTip: This section is probably unnecessary in an arts or humanities thesis proposal, but should be
included in a scientific or active research based thesis. Here you will outline what you believe the results
of your research will show. This goes hand in hand with your thesis, as you intend or expect to obtain
certain results.
LIMITATIONS

PandaTip: Again, this section may be more applicable to a scientific thesis, but is potentially helpful in a
humanities thesis, if applicable. Using this section, discuss any limitations which may affect your research
or obstacles which your research may encounter. Address potential faults in your research methods and
look at ways in which your research may miss certain points. Having a well-thought out Limitations
section will demonstrate that you know the pitfalls and potential challenges with your chosen research
methods, but will show that you have selected the best methods with regards to your project.

CONTRIBUTIONS TO KNOWLEDGE

PandaTip: In this section, elaborate on what contributions your individual research or study will make to
the body of knowledge as a whole in your field. Show once more how your thesis will help fill the
existing gaps in knowledge or will show a particular topic from a new angle. If performing active
research, explain how the intended results will contribute to the knowledge or how the results will
change commonly held ideas.

PROPOSED DISSERTATION CHAPTERS

I. Introduction

II. [TITLE OF CHAPTER]

III. [TITLE OF CHAPTER]

IV. [TITLE OF CHAPTER]

V. Conclusion

PandaTip: Lastly, show that you have a well-conceived and fully designed thesis by introducing your
intended dissertation chapters.This will help you as well, when writing the dissertation, as you will have a
clear outline to follow and a well-developed way of introducing your argument, supporting information,
and your conclusion. You can provide titles for these chapters, if necessary, or simply indicate what each
chapter will contain.
Bank Loan Proposal Template

Applicant:

[Sender.FirstName] [Sender.LastName]

[Sender.Company]

[Sender.AddressLine1]

[Sender.AddressLine2]

[Sender.PhoneNumber]

[Sender.Email]

Lender: [Lender.Company]

Attn: [Lender.FirstName] [Lender.LastName]

INTRODUCTION

Company profile

Partner histories

LOAN REQUEST

Amount

Repayment

Collateral

Financial statements

Projections

What is a bank loan proposal?

A bank loan proposal is a document used by prospective borrowers to apply for a bank loan and includes
details such as how much you want to borrow, why you are borrowing, how you will repay, and other
essential information.
INTRODUCTION

Dear [Lender.FirstName] [Lender.LastName],

I have been in the restaurant industry for more than two decades, holding positions from the front of the
house to the back of the house. I’ve worked in several major U.S. markets, including New York City and
the San Francisco Bay Area, and overseas in South America and Europe.

I first started out in my grandfather’s restaurant busing tables and doing dishes, and for the past 5 years I
have been the manager of a highly acclaimed and popular destination restaurant in San Francisco. I also
hold a Bachelor’s Degree in Food Business Management from the Culinary Institute of America.

PandaTip: The introduction section should be treated like an executive summary with a human touch.
Explain who you are, your background and qualifications, the type of business you want to start, and
where the loan money will be used. Be concise but informative. And include a photo of yourself to
personalize your proposal.

Since those early days in grandpa’s kitchen, I have wanted to run my own restaurant. I believe my time is
now, as I have the necessary experience, industry relationships and connections to make this happen.
With help from those industry connections, I’ve created a sound business plan that borrows from
established ventures but takes things a step further.

The following proposal will show [Lender.Company] why I need a loan to launch my restaurant and how
the money will be used to complement my existing capital.

Sincerely,

[Sender.FirstName] [Sender.LastName]

Company profile

PandaTip: Give the lender a sense of your business’s history and where it stands today, along with your
market, target clientele, and overall industry. This will show your lender that you are qualified to do
business in your desired industry. Also include applicable photos, such as your logo or an interior shot of
your business, your staff members, or renderings you might have created.

At its core, a restaurant is a gathering place to relax, refuel, and commiserate with others. The world is
full of different cultures, but one thing we all share are meals together. I’ve taken this ethos to heart, and
it is the driving force behind my concept for a restaurant.

In San Francisco, it’s not enough to just serve good food; you are selling an experience as much as a
meal. The city is one of the top markets for restaurants in the country. It was one of the first two regions,
along with New York, in the U.S. reviewed by Europe’s esteemed Michellin Guide, and it contains the
most restaurants per capita of any U.S. city. In essence, San Francisco is a trend-setter in the food world.

My restaurant is currently in the buildout phase, with an anticipated opening date of six months from
now. We have secured a lease in a space in a neighborhood that has steady foot traffic, is popular with
tourists and locals, and does not have any similar restaurants already. The space will be bright and open,
with an exposed kitchen in the rear to show off food production and a 360 degree bar in the center with
ample space to wait for a table and have a drink. We are aiming for seating of up to 50 at a time in order
to give patrons a more personal experience.

We envision a younger clientele, with plenty of out-of-towners due to the neighborhood being popular
with tourists. Our prices will be very competitive in order to attract customers, but I also believe in living
wages and benefits for our employees. To this end, all tips generated by the service staff are pooled
together and dispersed equally depending on each employee’s function in the overall operation of the
restaurant.

Partner histories

There are two more investors in my restaurant, in addition to myself. We each bring something unique to
the concept, all having spent our careers in the restaurant industry.

One investor is a veteran in beer, wine, and spirits who runs a bar consulting business in San Francisco.
He has helped open some of the cities most popular and well-respected establishments. He has also won
numerous industry awards. His focus is on using fresh ingredients to craft cocktails that pair well with
food.

The other investor is a seasoned chef who has worked for some of the finest restaurants in the U.S. for
two decades. He studied cooking in France, and held two apprenticeships in Spain. His food has been
lauded as “cutting-edge California cuisines.”

I bring to the team the front-of-house experience, handling the direct contact with customers and
managing the service staff. I have over 10 years of direct restaurant management experience at high-
volume locations in San Francisco and New York.

LOAN REQUEST

Amount

PandaTip: Tell your potential lender how much you need and why. Give specifics about how the money
will be used and how you arrived at that particular figure.

Our budget for the restaurant is $250,000. Of that, the three investors including myself have raised
$125,000, meaning we need another $125,000 to launch the restaurant. Our existing investment is being
used to pay lease costs on the space while it’s built out and construction expenses to renovate the
interior. It’s also going toward city and state permit and licensing costs associated with restaurant and
bar operations. As stated previously, we anticipate an opening date of six months from now.

The money we are requesting from [Lender.Company] will go toward the following needs:

Kitchen equipment, $75,000: We believe quality food comes from good products. We need to purchase
general cooking utensils, tableware and silverware, a new industrial-size oven with a 10-top burner, and
refrigeration equipment.

Bar equipment, $25,000: Our bar will use only the finest ingredients and spirits available, in addition to a
small and well-curated beer and wine list. We have established relationships with beverage industry
distributors for these products at competitive rates.
Food, $25,000: No restaurant is complete without its menu. Through our years of experience and vast
connections, we have established relationships with food purveyors around the state of California and
elsewhere in the U.S. to supply the restaurant. These products will be the last items ordered before
opening.

Repayment

PandaTip: Tell your lender what kind of loan you desire and the terms for repayment, such as the interest
rate. You also want to show how you will repay the loan based on sales and cash flow projections. If you
are unsure of what to expect, do some online research and expect to negotiate with the lender.

We are asking [Lender.Company] for a loan of $125,000 to be repaid over one year at a rate of 6%
interest, making payments of $11,041.67 monthly.

Our estimates for revenue are an average of $6,000 per day over 22 operational days per month for a
total revenue stream of $132,000 a month. After factoring in staff costs of $25,000 per month and
operational costs of $75,000, we are left with enough money to comfortably repay a loan under those
terms.

Collateral

PandaTip: Lenders will ask for security for your loan. Collateral is essentially insurance for the lender in
case cash flow projections don’t materialize. You and your business partners will need to put together
assets that can be used as collateral. This can be done in a simple Excel-style spreadsheet and should be
attached to your loan request proposal.

Spreadsheets for each partner are attached showing various forms of collateral we are putting up as
security for our loan request. Among them are mutual fund investments, equity from ownership of two
separate residential properties, and savings accounts.

Financial statements

PandaTip: These are more documents that you will need to attach with your loan request. Each
partner/investor in your business who has more than a 20% stake should include personal financial
statements that are less than 90 days old. You also might be asked for tax return documents for up to
three years. As for the business financial statements, if you are asking for a loan for an existing business,
then include balance sheets, income statements, and reconciliation of net worth for a three-year period.
If you are requesting a loan to launch a business, then include projections of income and a balance
sheet.

Attached to this loan request are personal and business financial statements for each partner.

Projections

PandaTip: You should give your potential lender income and cash flow projections if you’re requesting a
loan for a new business, or existing documentation showing that if your loan is for an existing business.
You will also want to show your lender how you will adjust operations in the event your projections do
not materialize
Other documentation attached to this request includes income and cash flow projections for the
restaurant, and alternative operational structures in the event our projections do not materialize.

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