How do you write a Customer Information document?

The Customer Information template is used for government contracts. The following list is set by the United States GSA General Services office and must be completed as is. If numbered item does apply to your product or service its probably best not to delete that item but instead insert " Not Applicable. " If your table of awarded SINs is very long youll want to attach additional pages. You can attach additional templates with more freeform information after this page. Make sure to reference attached pages in the numbered items below. For example you may include additional pages for your products services and other relevant company information. Note that government agencies may change their required information and forms at any time. Check the appropriate web site such as www. gsaelibrary. gsa. for the latest requirements. . Table of awarded special item number SINs with appropriate cross reference to page number s. Insert SIN and description here or use Awarded SINs template to create list and then reference that page here. . Lowest priced model for each SIN. Insert model names numbers and prices or use Products template to create list and reference that page here. . Hourly rates. Insert hourly rates here or use Labor Rates template to create list and reference that page here. Maximum order. $ Insert dollar amount of maximum order here. Minimum order. $ Insert dollar amount of minimum order here. Geographic coverage delivery Insert here the area you will deliver to e. g. " Contiguous states" Point of production city county and state or foreign country. Insert the location where you produce the products you are selling.

Discount from list prices or statement of net price. Insert percentage of discount or any other price reductions you are offering. Quantity discounts. Insert any discounts you offer for specific quantities e. g. " 10% off orders over items" Prompt payment terms. Insert your terms for payment e. g. " Net days" . Notification that Government purchase cards are accepted at or below the micropurchase threshold. Insert " Government purchase cards accepted at or below the micropurchase level" or " Government purchase cards NOT accepted at or below the micropurchase level. " . Notification that Government purchase cards are accepted or not accepted above the micro purchase threshold. Insert " Government purchase cards accepted above the micropurchase level. " or " Government purchase cards NOT accepted above the micropurchase level. " Foreign items. List items from foreign countries identified by country of origin. If this list is long use the Products template to create list and reference that page here. . Time of delivery. Insert number of days you will deliver after receipt of an order. . Expedited delivery. Indicate whether or not expedited delivery is available and if so number of days you will deliver after receipt of an order e. g. " Overnight or day delivery available. " If different items are available in different time frames attach separate sheet identifying those items and note that here. . Overnight and day delivery. Indicate whether or not overnight and or day delivery options are available. If this varies according to item attach separate sheet identifying those items and note that here.

. Urgent requirements. Note here whether you may be contacted to arrange for an urgent delivery. F. O. B. point Indicate where when the responsibility for insurance and handling transfers from the shipper to the receiver. The most common response is " Destination". . Ordering address Company name Address Address Address3 City State or province Zip or postal code . Ordering procedures. If you have special ordering procedures insert information about those here. For example you might need to insert details about specific purchase agreements or regulations to follow etc. Payment address Company name

Address Address Address3 City State or province Zip or postal code Warranty provision. Insert statement of warranty you offer e. g. " days" or insert " See attached Warranty page" and then use Proposal Packs Warranty template to provide warranty information. Export packing charges. Insert charges for packing for export or " Not Applicable. " Terms & conditions of Government purchase card acceptance. Insert any terms and conditions you have for accepting government purchase cards or use the Terms and Conditions template to explain and then refer to that page here.

Terms & conditions of rental maintenance and repair. Insert any terms and conditions you have for equipment rental maintenance and repair or use the Terms and Conditions template to explain and then refer to that page here. Terms & conditions of installation. Insert any terms and conditions you have for equipment rental maintenance and repair or use the Terms and Conditions template to explain and then refer to that page here. Terms & conditions of repair parts indicating date of parts price lists and any discounts from list prices if Insert any terms and conditions or discounts you have for repair parts or insert " Not Applicable". . Terms & conditions of other services. Insert any terms and conditions you have for other services or use the Terms and Conditions template to explain and then refer to that page here. List of service and distribution points. List the locations of your service and distribution points or insert " Not Applicable". List of participating dealers. Insert list of dealers or use the Dealers template and then refer to that page here. Preventive maintenance. Insert details about preventive maintenance or use the Maintenance template and then refer to that page here.

. Special attributes e. g. recycled content energy efficiency and or reduced Insert description of special attributes of your products or use the Special Attributes template and then refer to that page here. . If applicable indicate that Section compliance information is available on Electronic and Information Technology supplies and services and show where full details can be found. Insert statement about whether this information is available and website URL where it can be found or use the Standards Compliance template and then refer to that page here. Data Universal Number System number. Insert DUNS number here. Notification regarding registration in Central Contractor Registration database. Insert statement about whether your organization is registered in the CCR and indicate the identification number cage code here. Net billing statement. Insert statement about your net billing terms here. Purchasing of incidental non schedule items. Insert statement about purchasing incidental items not listed on the schedule. Insert any other details here that customer might need to know and that are not covered above. Typically additional information is inserted by inserting related templates below this page.

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The editable Customer Information template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.

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The Customer Information template is used for government contracts. The following list is set by the United States GSA (General Services Administration) office, and must be completed as is.

 

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Business Proposal Templates

Related chapters may be used in conjunction with this chapter depending on your situation. Many related chapters are intended to be used together to form a more complex and integrated proposal.

Related Chapters:
Business Proposal Templates
This template is illustrated in actual use in the following Sample Proposals. Samples are also included in each Proposal Pack and illustate many of the industries and situations this template can be used for:
Proposal Pack for Any Business

A proper business proposal will include multiple chapters. This is just one of many chapters that may be included in your proposal. The complete fill-in-the-blank template is included in our Proposal Pack template collections. A variety of sample proposals illustrating how companies in different industries both large and small have written proposals using our Proposal Packs are also included. This template will show you how to write the Customer Information.

A wide variety of chapters are included and are intended to be picked based on your needs. All proposals are different and have different needs and goals. Pick the collection of chapters from our collection and organize them as needed for your proposal. Recommendations and samples provided are only intended as general guidelines.

Ian Lauder has been helping businesses write their proposals and contracts for almost two decades. Ian is the Owner and Founder of Proposal Kit, one of the original sources of business proposal and contract software products started in 1997.

Proposal Kit Produced
By Ian Lauder

How do you write a Customer Information document?

The Customer Information template is used for government contracts. The following list is set by the United States GSA General Services office and must be completed as is. If numbered item does apply to your product or service its probably best not to delete that item but instead insert " Not Applicable. " If your table of awarded SINs is very long youll want to attach additional pages. You can attach additional templates with more freeform information after this page. Make sure to reference attached pages in the numbered items below. For example you may include additional pages for your products services and other relevant company information. Note that government agencies may change their required information and forms at any time. Check the appropriate web site such as www. gsaelibrary. gsa. for the latest requirements. . Table of awarded special item number SINs with appropriate cross reference to page number s. Insert SIN and description here or use Awarded SINs template to create list and then reference that page here. . Lowest priced model for each SIN. Insert model names numbers and prices or use Products template to create list and reference that page here. . Hourly rates. Insert hourly rates here or use Labor Rates template to create list and reference that page here. Maximum order. $ Insert dollar amount of maximum order here. Minimum order. $ Insert dollar amount of minimum order here. Geographic coverage delivery Insert here the area you will deliver to e. g. " Contiguous states" Point of production city county and state or foreign country. Insert the location where you produce the products you are selling.

Discount from list prices or statement of net price. Insert percentage of discount or any other price reductions you are offering. Quantity discounts. Insert any discounts you offer for specific quantities e. g. " 10% off orders over items" Prompt payment terms. Insert your terms for payment e. g. " Net days" . Notification that Government purchase cards are accepted at or below the micropurchase threshold. Insert " Government purchase cards accepted at or below the micropurchase level" or " Government purchase cards NOT accepted at or below the micropurchase level. " . Notification that Government purchase cards are accepted or not accepted above the micro purchase threshold. Insert " Government purchase cards accepted above the micropurchase level. " or " Government purchase cards NOT accepted above the micropurchase level. " Foreign items. List items from foreign countries identified by country of origin. If this list is long use the Products template to create list and reference that page here. . Time of delivery. Insert number of days you will deliver after receipt of an order. . Expedited delivery. Indicate whether or not expedited delivery is available and if so number of days you will deliver after receipt of an order e. g. " Overnight or day delivery available. " If different items are available in different time frames attach separate sheet identifying those items and note that here. . Overnight and day delivery. Indicate whether or not overnight and or day delivery options are available. If this varies according to item attach separate sheet identifying those items and note that here.

. Urgent requirements. Note here whether you may be contacted to arrange for an urgent delivery. F. O. B. point Indicate where when the responsibility for insurance and handling transfers from the shipper to the receiver. The most common response is " Destination". . Ordering address Company name Address Address Address3 City State or province Zip or postal code . Ordering procedures. If you have special ordering procedures insert information about those here. For example you might need to insert details about specific purchase agreements or regulations to follow etc. Payment address Company name

Address Address Address3 City State or province Zip or postal code Warranty provision. Insert statement of warranty you offer e. g. " days" or insert " See attached Warranty page" and then use Proposal Packs Warranty template to provide warranty information. Export packing charges. Insert charges for packing for export or " Not Applicable. " Terms & conditions of Government purchase card acceptance. Insert any terms and conditions you have for accepting government purchase cards or use the Terms and Conditions template to explain and then refer to that page here.

Terms & conditions of rental maintenance and repair. Insert any terms and conditions you have for equipment rental maintenance and repair or use the Terms and Conditions template to explain and then refer to that page here. Terms & conditions of installation. Insert any terms and conditions you have for equipment rental maintenance and repair or use the Terms and Conditions template to explain and then refer to that page here. Terms & conditions of repair parts indicating date of parts price lists and any discounts from list prices if Insert any terms and conditions or discounts you have for repair parts or insert " Not Applicable". . Terms & conditions of other services. Insert any terms and conditions you have for other services or use the Terms and Conditions template to explain and then refer to that page here. List of service and distribution points. List the locations of your service and distribution points or insert " Not Applicable". List of participating dealers. Insert list of dealers or use the Dealers template and then refer to that page here. Preventive maintenance. Insert details about preventive maintenance or use the Maintenance template and then refer to that page here.

. Special attributes e. g. recycled content energy efficiency and or reduced Insert description of special attributes of your products or use the Special Attributes template and then refer to that page here. . If applicable indicate that Section compliance information is available on Electronic and Information Technology supplies and services and show where full details can be found. Insert statement about whether this information is available and website URL where it can be found or use the Standards Compliance template and then refer to that page here. Data Universal Number System number. Insert DUNS number here. Notification regarding registration in Central Contractor Registration database. Insert statement about whether your organization is registered in the CCR and indicate the identification number cage code here. Net billing statement. Insert statement about your net billing terms here. Purchasing of incidental non schedule items. Insert statement about purchasing incidental items not listed on the schedule. Insert any other details here that customer might need to know and that are not covered above. Typically additional information is inserted by inserting related templates below this page.

A Document from Proposal Pack

The editable Customer Information template - complete with the actual formatting, layout and graphics is available in the retail Proposal Packs.

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