| General Engagement Rules |
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| General Engagement Rules |
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| Last Updated: December 1, 2001 |
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| Wohldorf Systems, Inc. (WSI) provides
information technology and management consulting services. Our rules for engagement are as
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1. Billable Items |
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3. Travel Time |
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5. Invoicing & Payments |
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2. Consulting Rates |
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4. Out-Of-Pocket Expenses |
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6.
Network Connection |
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2.1
Hourly Rates |
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4.1 Transportation Expenses |
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7.
Working Conditions |
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2.2 Retainer Support Package |
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4.2
Hotel Expenses |
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8.
Dress Policy |
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2.3
Workshops |
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| 1. Billable Items |
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| WSI charges for
consulting time, out-of-pocket expenses, and materials ordered by clients. Out-of-pocket
expenses shall include expenses defined in items 4 to 4.2. |
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| 2. Consulting Rates |
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| WSI offers to its
clients a variety of contractual engagement options: hourly rates, retainer support
package, fixed price workshops, etc. |
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| 2.1 Hourly Rates |
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| Hourly consulting
rates depend on the nature of the project, project duration, specific resources used, and
the project location. WSI will charge for time spent meeting with client staff to
understand the situation or issues, time spent reviewing documents, time spent on the
telephone talking about the situation or issues, analyzing, configuring and testing,
educating and creating documentation and reports. |
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| 2.2 Retainer Support Package |
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| The retainer
agreement between WSI and the client states the monthly fee, the number of consulting
hours and type of services covered under the retainer agreement. Consulting time and
services spent beyond retainer agreement will be billed separately. |
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| 2.3 Workshops |
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| Workshops will be
invoiced based on the current standard price list. For on site workshops, WSI will charge
additional for travel time and expenses as outlined in section 3 and 4 below. WSI reserves
the right to cancel workshops for any reason; however, our guideline is to cancel a
workshop only if no clients are registered two calendar weeks before the workshop start
date. For any cancellation, registered students will be notified. For a client who cancels
eight or more calendar days before the workshop start date, there will be no charge. For a
client who cancels within seven calendar days before the workshop start day, 50% of the
total workshop fee will be charged. If WSI receives no notice of a client cancellation,
100% of the total workshop fee will be charged. To avoid travel restrictions and
penalties, we recommend that the client make airline reservations only after the client
has received a workshop confirmation from WSI. |
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| 3. Travel Time |
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| WSI does not charge
fees for travel inside the National Capital Region (NCR, i.e. Metro Manila). If a project
requires travel outside the National Capital Region or will involve international travel,
actual time spent for the travel will be billed. Within Pasig City and Mandaluyong, no
minimum call out time is required. Within the NCR, but outside of Pasig City and
Mandaluyong, a minimum call out time of 4 man-hours is required. Within the Philippines,
but outside the NCR, a minimum of 1 man-day call out time is required. |
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| 4. Out-Of-Pocket Expenses |
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| WSI expect that its
clients will pay for WSI consultants' out-of-pocket expenses. Out-of-pocket expenses shall
include the following: |
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| 4.1 Transportation Expenses |
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| Transportation shall
include: airplane fares, taxi, bus, train, car and car rentals. Parking charges at hotels,
restaurants and work sites will be shouldered by the client. |
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| Air travel within
four (4) hours flight from NAIA will be full-fare "coach" or "economy"
class. Full-fare so that the consultant may elect to upgrade the trip to business class
using miles. Travel to international locations shall be in business class. WSI reserves
the right to decline air travel with carriers it deems unsafe. |
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| To avail of
corporate discounts, client may choose to arrange air travel for WSI consultants through
clients travel agent. Alternatively, WSI provides for travel arrangements through our
corporate travel agent. |
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| WSI shall submit
supporting receipts for all transportation expenses. |
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| 4.2 Hotel Expenses |
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| Hotel expenses shall
include room and board charges, laundry and reasonable telephone charges for internet and
e-mail connections. |
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| In some cases, WSI
can arrange the hotel accommodation of its consultants. However, WSI prefers that the
client make the necessary arrangements for a reasonably comfortable, quiet and secure
accommodation of the WSI consultants. |
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| WSI consultants are
expected to travel with clothing for one-week duration of work. If the consultants are
required on a longer duration, laundry charges shall be borne by the client. |
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| 5. Invoicing & Payments |
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| Work accomplished
each day will be described in one or two sentences on the timesheet. The timesheet, signed
by the client assigned project manager, will be the basis for the invoice. Expense
receipts will be listed separately and described on the invoice. Consulting time and
expenses will be invoiced weekly. Invoices are due upon submission. For clients outside
the Philippines, we require payment in U.S. Dollars via electronic funds transfer. Payment
details are provided on each invoice. |
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| 6. Network Connection |
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| WSI expects the
client to register its consultants notebook computers in the client domain to use a shared
network printer as well as provide web access. Our
notebook computers use Windows 2000 and the Microsoft Office suite. Each notebook computer
has a 10/100 Ethernet network adapter card. If the client requires our consultants to use
other software, the client will provide the software and any necessary licenses. |
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| 7. Working Conditions |
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| Ideal working
conditions are a quiet office with desk, telephone with outside and international access,
Ethernet network connection, access to shared printer, and an analog telephone line for
internet and email access. Project rooms are
equipped with flip chart, white board, data projector to use with notebook computer,
telephone with capability to forward calls during meetings. During workshops or meetings,
consultants might affix flip charts against the walls of the project room. If our
consultants work evenings or weekends, the client will make all necessary arrangements to
allow consultant secure access into and out of the facility. |
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| 8. Dress Policy |
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| WSI will comply with
clients dress policies. Unless otherwise specified, we will wear traveling clothes if we
work on inbound or outbound travel days. |
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