27
Nov 10

For Reports







Guidelines : For Reports

Cover Letters for Reports

Guidelines and Alternate Phrases

  • Mention the report you are enclosing.
  • I’ve enclosed our activity report for….
  • Enclosed is the feasibility study you requested on the possibility of….
  • I’ve attached my conclusions about the work to be done on….
  • Summarize the key conclusions and recommendations. This overview may be the only part of your report the executive decision-maker reads.
  • After careful study of the area, we have concluded that extending the gas lines to this Keystone development would not be economically advantageous.
  • Our audit shows a serious problem with inventory control; our calculations suggest an excess of $250,000 in out-of-season inventory.
  • Our analysis of the staffing needs reveals a shortage of at least four field engineers and two equipment operators.
  • Our primary recommendation is to terminate the contract.
  • My suggestion is to begin study immediately on the feasibility of….
  • Give your opinion, if appropriate, about the work undertaken and its benefit to the organization.
  • I think we should hire the staff necessary to complete the project by year’s end. With that information, we should be able to budget more accurately for the coming nine quarters.
  • With this information in hand, I think we are in a superior position to make an offer on the Haverty property.
  • The results of this study should minimize considerably the risk in our moving ahead with the marketing plans.
  • With this latest data, we should have solved our processing problems for the Ohio regions.
  • Suggest a next action step, if appropriate.
  • If you think these preliminary results are inconclusive, I suggest we contract with Belton Associates to complete a brief study of….
  • I suggest your office draft a letter to the would-be buyers to make them aware of the extenuating circumstances.
  • If you think more work should be done in this area, we can always…before making a final decision.
  • If you agree with these assumptions and conclusions, I suggest we seek budget allocations of $10,000,000 to….
  • Thank a client for the opportunity to conduct the work. If you’re submitting an internal report, you may want to acknowledge help from other sources within your own organization.
  • Thank you for the opportunity to be involved in this project.
  • I appreciate your seeking our expertise before making the final decision.
  • Thank you for funding this study–the results should be far-reaching for our employees and the community at large.
  • I also want to take this opportunity to make you aware of the help our Marketing Department (John Turner and Kay Tibbs) provided in gathering this information.
  • Mark Fritz also contributed valuable insights on these figures and the related issues. Both he and I have appreciated the opportunity to look into this situation further.

Example 1: Sample of cover letter for report

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Schwartz:

I’ve enclosed my initial report on the property loss at 2897 Barbagallo Street. This loss occurred as a result of the heavy snowfall on January 16 in the foothills near Santa Fe, New Mexico. Our insured’s large warehouse and showroom collapsed as a result of the heavy build-up of snow.

We have paid the insured’s contents claim of $128,344. On the building itself, however, we have reserved $335,000, pending further investigation. Recent information leads me to believe this claim is overstated. Ned Rosoff Independent Adjusters is involved in handling this claim. We are in the process of requesting bids for the demolition and repair of the structure and will report to you again as soon as the information is available.

If you want to discuss this claim further, Scott Andrews or I can answer your questions.

Sincerely,

Example 2: Summary cover letter for report

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Ruyon:

I am forwarding to you a list of current work in progress on the Barton project. To date, we have expended 422 hours in surveying 16 sites. Of these 16 sites, our conclusions are that six will require a complete replacement of all structures and five can be handled with “built-ins.”

We estimate our survey will be complete by the end of the year. In my opinion, the additional staff required to attempt to rush completion will not be cost-effective for your purposes.

I suggest a representative of your office label and arrange shipment of the replacement materials for each site. Because we are referencing so many past drawings, this cataloging should begin only toward the end of the project.

As always, we are finding it a pleasure to work for you and welcome the challenge to help you identify your construction alternatives. Please keep us in mind as a source of expertise on other similar projects.

Sincerely,

Example 3: Cover letter for reports

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Ms. Kahler:

I have enclosed my analysis of our data entry staff’s efficiency. Based on last five months’ sales figures, number of errors made in entries, number of orders placed per day, and length of employment I have come to the following conclusions:

Problem areas: We are making almost 20 percent more errors than we did at the onset of the study, with only a 4 percent increase in number of orders to enter.

Probable causes: The increase in order error seems to be due primarily to the fact that we have been hiring more temporaries rather than searching for new employees. As a result, we have an erratic length of employment—some people work only one day and decide they want a different assignment. Because of this, we are facing a loss of experience on the part of the staff. It is only natural someone who is new to our system will make more errors.

Suggested solution: While temporary agencies are convenient, I would suggest we either take on temp to perm candidates only, or that we begin to advertise our openings more heavily.

Sincerely,

Example 4: Professional cover letter examples

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Ms. Moise:

I am submitting to you a detailed report covering the following aspects of our book promotion for Esther Franck, Bob Wylie, Chang Liu, and Bill Broadmoore:

• Book tour costs (includes hotel, travel and meal expenses)
• Advertising campaign (radio and print)
• Book store promo (posters and leader bins)
• Audio book costs (studio time & director pay, author/reader pay, known actor/reader pay)
• Audio book promo (print only)

While you will see an increase of almost 40 percent in our expenditures in these areas, I would also like you to note the increase in sales for each author:

• Franck – 45 percent
• Wylie – 67 percent
• Liu – 81 percent
• Broadmoore* – 35 percent

*Broadmoore has not yet gone on his book tour.

I think the gains we have made in sales have more than offset the increase in costs, particularly when you note the pie graph on page 10 showing the effect of each type of promotional expenditure on the increase of sales. Book tours are currently our number one booster of sales—people seem more inclined to buy the book when they have met the author.

I am available to discuss our spending policies at your convenience.

Sincerely,

Example 5: Reports Cover Letters

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Thurston and Ms. Gerrard:

Enclosed is the marketing analysis report for your new product line. We have broken our findings into the following categories:

I. Geographical Regions (see map on pg. ix)
a. Local market
b. Northeastern
c. Central (“midwest”)
d. Northwestern
e. Southeastern
f. South Central
g. Southwestern
f. Alaskan
g. Hawaiian

II. Demographic
a. Gender
b. Age

Current projections identify your strongest market as men between the ages of 17-25, residing in the local, northeastern, northwestern, southwestern and Hawaiian regions. Weakest market is men and women ages 45-70 residing in the Central and Alaskan regions.

Based on these initial findings, we are suggesting increased saturation of the primary target market areas, along with revised advertising campaigns for re-testing in the weakest areas.

If you have any questions before our Friday meeting, I will be available.

Yours Truly,


27
Nov 10

Example of Cover Letters for Proposal & Price Quotes

Guidelines : Example of Cover Letters for Proposal & Price Quotes

Cover Letters for Proposals or Price Quotes

Guidelines and Alternate Phrases

  • Begin with an overview statement of what you are proposing or what pricing information you are providing.
  • Thank you for the opportunity to quote Bordelon products for use in the Shnook laboratories.
  • This proposal outlines a comprehensive plan for training all management and supervisory staff at the headquarters location.
  • The pricing information provided covers the computer needs you outlined in your August 6 request: installation, maintenance, and training. We are proposing to install 39 Model 30s, a comprehensive maintenance plan, and two days’ training for 42 operators.
  • We are pleased to propose to you….
  • We are submitting our proposal for….
  • Thank you for allowing us to bid on the linen needs for your hotel chain. We are suggesting an arrangement whereby we would….
  • We have detailed below the pricing information you requested on the Buggrin furnishings for your field office at Luzanne.
  • Summarize the key benefits in doing business with your company. If you are selling on price–low price being your key strategy–highlight that in your cover letter. This overview may be the only part of the proposal the key decision-maker reads.
  • We believe this arrangement will allow you maximum use of your currently installed machines.
  • We think this decision is a sound one because of the….
  • Our proposal will allow you to take advantage of your own in-house expertise in the design phase.
  • We offer low prices, volume discounts, and free delivery.
  • This system should virtually eliminate your check-back authorization problem.
  • I don’t think you’ll find anything currently manufactured that will meet your needs at such a low price.
  • From our experience with clients in similar situations, we expect you will be able to decrease your processing time by 38 to 45 percent.
  • We don’t think it’s unrealistic at all for you to expect a productivity increase of 20 percent in all four lines.


  • Improved reliability, lower maintenance cost, and superior quality–all are good reasons to adopt this new way of handling your transactions.
  • We can promise improved efficiency, clearer work orders, and high-impact visuals.
  • Ask for the order, or at least suggest the next action in the buying process.
  • May we go to work for you?
  • May we begin installation?
  • We’re ready to order the materials as soon as you give us the go-ahead.
  • If you think it appropriate, I will be happy to meet with your committee as they review and discuss this proposal. Perhaps I can help to alleviate their concerns about availability dates.
  • We are eager to work with you on this project. When may we expect a decision?
  • With our receipt of your signed agreement, we will begin the scheduling process immediately.
  • Simply sign the enclosed agreement page, and we will begin preparing the formal contracts.
  • I’ll phone next week to see where you are in the review process.
  • As we discussed in your office, we will be more than happy to present the proposal to your managers as a group. I’ll phone Friday to talk about that possibility.
  • Thank the reader for the opportunity to quote prices or prepare a proposal, mentioning any help they provided in supplying information.
  • We appreciate your allowing us to quote Canary products for your needs.
  • Thank you for your help in supplying the data about your operations so necessary to an accurate price quote.
  • We appreciate the time your staff took in showing us your operations there at Seaside. Their comments were quite informative. As a result, we think we have provided a comprehensive plan of attack. Thank you for the opportunity to study your situation and the improvements you want to make.
  • Please pass on my regards to Tim Trimmer, who provided all the model and serial numbers for your equipment. We do appreciate all your efforts in allowing us to quote prices.
  • We were pleased you included us on your bidders list.
  • Please keep us in mind for other similar projects and thank you for allowing us this chance to show you what we can do.
  • No proposal is completely satisfied that does not include key customer data such as you were able to provide us. We appreciate your efforts in helping us prepare a quality plan of action.
  • Thank you for thinking of Westheimer for your cleaning needs.
  • We hope you’ll find this proposal thought-provoking, immediately practical, and cost-effective. Thank you for your part in its preparation.




Example 1: Cover letters for price quotes

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Zortzman:

Enclosed is our proposal for the computer-controlled chemical irrigation systems for your Plano site. Specifically, we are proposing our Model D-440.

The immediate benefits will be a reduction in the staff needed to care for the property and improved efficiency of operations. Also detailed in the proposal, the $300-per-month lease price should easily be recovered through the chemical savings alone. You’ll notice measurable maintenance savings as well.

A signed lease agreement is all we need to put the system in service. I’ll phone you next week to see when you may be ready to schedule the installation.

Thank you for your help in supplying the maintenance records and the tours provided by your staff as we gathered the necessary information for this proposed work.

Sincerely,

Enc: proposal

manufacturer’s spec sheets

Example 2: Sample of proposal cover letter

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Dr. Everett:

Thank you for requesting our bid on support services for the 784 Cartmands at your location. We are offering to maintain your equipment under the terms and conditions outlined in the attached service agreement. Briefly, a Hitachi customer engineer will repair any and all contracted units, including parts, labour, and materials that have been taken to your specified site.

The total monthly price is $2,983. This pricing is valid for 30 days and subjects to change thereafter without notice.

Please review the enclosed servicing information carefully. We require 30 days lead time to guarantee that parts and services will be available to accommodate your immediate service needs.

If the pricing, terms, and conditions meet your approval, please sign and return both copies to me for further processing. We’ll return an original to you for your files.

Finally, enclosed is a listing of the models and serial numbers required for identification purchases. Please complete these forms.

If I can answer questions, Dr. Everett, about this pricing information, I’ll be available at 330-0909.

Sincerely,

Enc: service agreement–2 copies

form for listing models and serial numbers



Example 3: Sample letter for quotation

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Werner:

We have prepared the medical equipment rental price quote you requested on May 16, 19–. We also offer several service contracts on the three items you requested, all of which can be added to the monthly base price of the equipment. Service plans include the following three options: breakdown through no fault of the user, accidental breakage, and breakage due to normal wear and tear. You may choose any combination of the three options if you so desire.

The base price of the equipment is $ 4,000.00 a month. Increases in monthly pricing with options are as follows (these are approximate, as we do not know which specific options you will use):

One option – app. $ 4,050.00
Two options – app. $ 4,100.00
Three options – app. $ 4,175.00

Monthly rental costs can be offset by many insurance providers (check with your company), Medicaid, Medicare (if you are already covered by these services), Champ VA, Campus, and several non-profit organizations (we can provide you with a list).

Please obtain quotes from the other medical rental businesses in the area. We feel confident we can provide you with the lowest prices and the most comprehensive service plans.

Sincerely,

Enclosures: Quote
Service plan brochures
Service plan pricing

Example 4: Covering letters

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Mr. Mapp:

Enclosed please find our bid for editing your company’s employee manual. Our bid covers the following:

1. Conceptual editing
2. Proofreading
3. Page layout and illustrations
4. Cover art and design
5. Binding services (heavy paper stock covers requested)

As we have discussed, we will submit the necessary documents at each stage of production to ensure they meet with your approval. Binding will not be scheduled until you have approved the sample manuscripts.

Our bid for this project is $ 5,000.00. We have provided an estimated cost sheet detailing labour and materials costs.

We look forward to doing business with you.

Sincerely,

Enclosures: Bid
Estimated costs sheet
Services proposal



Example 5: Proposal letter sample

Company Name or Letterhead
Address
City, State Zip

Date

Addressee
Address
City, State Zip

Dear Ms. Callenda:

Enclosed is our quote for a bulk shipment of the replacement part LCB-490037. The LCB series also features a 480037 and a 470037. You may want to have your plant manager re-check your machinery, as the Leader Brand 412 and 413 usually require all three replacement parts in the series. In the event your Leader machines do require all three, I have prepared quotes for each, as well as a blanket quote for all three. Freight allowed on all bulk offers.

A. LCB-490037 (three pallets) $ 6,300.00

B. LCB-480037 (three pallets) $ 21,000.00

C. LCB-470037 (three pallets) $ 900.00

D. Blanket (one pallet of each) $ 8,000.00

We offer a free service contract covering items damaged in shipment and service calls. I have provided a copy of the contract for you.

Thank you for allowing us this opportunity to offer our services to you.

Sincerely,

Enclosures: Spec sheet for LCB-490037
Spec sheet for LCB-480037
Spec sheet for LCB-470037
Quote sheet
Service contract