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Creating a Proposal Fee Document

Purpose

Presenting the client with a proposed fee is the final step prior to contracting. This document outlines the promised deliverables and activities DORIS will provide within that scope.

Responsible Party

Market Principal (with support of Owners)

Interdependencies

Scoping document is created and has been reviewed.

Directions

Complete in tandem with Scoping Document

** May or may not review it during the scoping review meeting, but want to have it on hand just in case.

  1. Schedule 30 minutes on SJ or MT calendar to meet to calculate the fee together

  2. Complete with SJ or MT

  3. In Black Box – calculate fee

    1. Tab 5

    2. Choose your client from the drop-down

    3. Enter the date – calculate 90 days from the scoping review meeting as the deadline

    4. Choose the number of stakeholders DORIS will engage from the dropdown menu

    5. If there is usability, choose the number of RA’s needed for it

      1. Need client floorplans for this

    6. Identify if there is any customization

      1. Adjust hours in the appropriate steps below

    7. Enter the fee for any extra time that DORIS anticipates spending on travel time.

      1. This includes whether we will need extra people to join during meetings

    8. Additional Miscellaneous

      1. Include $$ fee here based upon the sales process – will there be extra meetings/time needed for

        1. Partner meetings

        2. Client coordination

        3. Client pre-meetings and post-meetings

        4. Client needs extra time to review anything DORIS does

        5. Client needs extra time for communications

    9. Enter Commision %

      1. Between 0 and 10% of total fee 

      2. Must enter this after the research project is scoped in its entirety

    10. Enter fee into appropriate row on Tab 3 with expiration date

    11. Make Fee Document

  4. In DRIVE - 

    1. Open the template and create a copy

    2. Save it to the appropriate client folder (BD - end user - PSAM)

    3. Adjust the template with

      1. The mission statement from the scoping document

      2. The correct steps + number of people engaged 

        1. Delete usability if not needed

      3. Update the fee at the end of the document

      4. Edit fine print if needed with travel and invoicing schedule

    4. Review

      1. Send to SJ or MT for review

    5. Once finalized 

      1. Export to PDF and save to Box - BD - End User

Resources

Proposal Fee Template

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