Client Snapshot & Rate Setup

This version keeps the branded intake, internal engine, and proposal preview structure from the stronger versions while adding the quantity, tier, and reimbursable controls discussed.

Core Information

Date

Client / Company

Main Contact

Phone

Project Name

Project Address

Buyer Type

Engagement Position

Tiered Rates

Review Rate

Analysis Rate

Advisory / Reporting Rate

Internal Engine & Commercial Controls

Each section below now has tier, quantity helpers, section-specific reporting, and section subtotals. Travel and production costs are split out so nothing is implied that was not actually selected.

Plan Review & Coordination

Tier

Depth

Disciplines

Architectural Structural Civil MEP

Quantity Helper

Total Sheets

Hours / Sheet

Overlay Sheets

Hours / Overlay Sheet

Rate

Report Hours

Include Reporting

Financial Analysis

Tier

Document Scope

Documents

Hours / Document

Rate

Report Hours

Include Reporting

Contract Review

Tier

Document Scope

Documents

Hours / Document

Rate

Report Hours

Include Reporting

Schedule & Path Forward

Tier

Scope

Base Hours

Recovery / Forward Hours

Rate

Report Hours

Include Reporting

Completion & Exposure Assessment

Tier

Assessment Basis

Number of Scenarios / Paths

Hours / Scenario

Rate

Report Hours

Include Reporting

Preconstruction Advisory

Tier

Scope

Base Hours

Meeting Count

Hours / Meeting

Rate

Report Hours

Site Visits & In-Person Meetings

Site Visits

Hours / Visit

In-Person Meetings

Hours / Meeting

Rate

Ordinary coordination can be handled within your rate position, but count-based visits and in-person meetings keep repeated field presence from being silently absorbed.

Reimbursable / Direct Costs

Mileage / Personal Vehicle

Vehicle Rental

Flights

Hotels

Food / Incidentals

Parking / Tolls

Printing / Production

Courier / Shipping

Other Direct Cost

Internal Totals

Professional Fee

$0.00

Reimbursables

$0.00

Total Engagement

$0.00

Plan Review

$0.00

Client Proposal Preview & Built from V4

This preview keeps the strong V4 shell and now adds the section subtotals, separated reimbursables, tighter proposal language based on tiers and selected sections, and print output that flows automatically across as many letter-size pages as needed.

Vornaya— Group —

Construction Advisory
Independent Perspective

Proposal for construction advisory services

Engagement Summary

Select internal work and this summary will populate.

Scope of Work

Select internal work and this scope will populate.

Professional Services

Total Professional Fee

$0.00

Reimbursable / Direct Costs

No reimbursables selected.

Reimbursables

$0.00

Total Engagement

$0.00

Exclusions & Boundaries

Exclusions will populate based on the tiers and sections selected.