Procurement Forecasting & Entity Building Contract
Simplifying Procurement, Amplifying Results
1. Parties
This Agreement (“Agreement”) is made between Procurement & Co., LLC (“Company”) and the individual or entity identified in the acceptance form below (“Client”), collectively referred to as “the Parties.”
2. Project Description
The Company will provide professional Procurement Forecasting & Portfolio Building services to support the Client’s business development and government contracting goals.
3. Scope of Work
The Company will perform the following services under the base package:
Conducting market research to identify upcoming opportunities aligned with the Client’s business profile.
Reviewing agency procurement forecasts.
Matching opportunities to the Client’s NAICS codes, size standards, and certifications.
Building a prioritized portfolio of contracts for pursuit.
Providing recommendations on target agencies and opportunities.
Excluded from scope: proposal writing, proposal review, or certification preparation (available as separate services).
4. Deliverables
The Company will provide the following deliverables under the base service:
Procurement Forecast Report (PDF/Word) – Monthly report summarizing forecasted opportunities, bid priorities, and agency insights.
Portfolio Tracker Spreadsheet (Excel/Google Sheets) – Shared tracker updated monthly to monitor proposals submitted, opportunities in progress, and awards.
Agency & Opportunity Recommendations – Tailored list of recommended target agencies, timelines, and opportunity details based on the Client’s goals.
12–18 Month Opportunity Roadmap – Strategic roadmap categorizing short-term, mid-term, and long-term targets to guide portfolio development.
Standard Dashboard Setup (Monday.com) – Basic dashboard for pipeline visualization, including filters by agency, contract type, and timeline.
5. Payment Terms
Base Service Fee: $500 per month (standalone subscription), billed in advance. (Included at no additional cost in the Executive Plan.)
Optional Add-On Services (billed separately if selected):
Detailed Opportunity Briefs — $250 each
Quarterly Market Analysis & Win-Loss Review — $499 per quarter
Agency Meeting Prep Pack — $299
Advanced Portfolio Dashboard Customization — $500
Payment Schedule: Full payment for the base monthly service and any selected add-ons is due upfront, prior to the start of each service cycle.
Commencement of Work: No portfolio building, forecasting, or add-on services will begin until full payment has been received.
6. Client Responsibilities
The Client agrees to:
Provide required documentation and information in a timely manner.
Ensure accuracy of all business, financial, and ownership details submitted.
7. Confidentiality
Both Parties agree to maintain confidentiality of all proprietary, financial, and business information. Information will not be disclosed to third parties without prior written consent, except as required by law.
8. Intellectual Property
All templates, drafts, and proprietary materials remain the property of Procurement & Co.
The Client receives a limited license to use final deliverables only for proposal submission purposes.
Any materials provided by the Client remain the Client’s property.
9. Refunds & Termination
Fees are non-refundable once work has commenced.
If the Client terminates prior to commencement, partial refunds (less admin fees) may be considered at the Company’s discretion.
Work is considered abandoned with no refund if the Client fails to provide required documents or feedback within 14 days. Restarting services requires a new contract and payment.
10. Limitation of Liability
The Company is not responsible for indirect, incidental, or consequential damages. While compliance and quality are ensured, no guarantee of contract award is made.
11. Governing Law & Disputes
This Agreement will be governed by the laws of Illinois.
Disputes will first be resolved by mediation or arbitration in Illinois prior to litigation.
12. Acceptance
By submitting the form below, the Client agrees to the terms of this Agreement.7. Confidentiality