Fee proposal - Revision history

Designing Buildings at 09:30, 14 September 2020

2020-09-14T09:30:24Z

← Older revision		Revision as of 09:30, 14 September 2020
Line 46:		Line 46:
	* Scope creep.		* Scope creep.

−	[[Category:Appointments]] [[Category:Cost_/_business_planning]]	+	[[Category:DCN_Definition]] [[Category:DCN_Guidance]] [[Category:DCN_Template]] [[Category:Appointments]] [[Category:Cost_/_business_planning]]

Editor at 15:54, 24 September 2018

2018-09-24T15:54:00Z

← Older revision		Revision as of 15:54, 24 September 2018
Line 5:		Line 5:
	A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.		A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.

−	If the client is seeking proposals from more than one consultant, it is advisable to take the time to prepare a formal request for proposals, otherwise they run the risk that consultants will submit proposals in a range of different formats, and including a variety of information which makes it is difficult to compare one with another and select the most suitable offer. A well prepared request for proposals should mean that proposals received are prepared in a consistent way and can be compared on a like-for-like basis. Inexperienced clients may benefit from the assistance of an external adviser to help them describe their requirements, decide on the form of appointment, identify a short-list of potential consultants, prepare a request for proposals, assess submissions and negotiate fees.	+	If the client is seeking proposals from more than one consultant, it is advisable to take the time to prepare a formal request for proposals, otherwise they run the risk that consultants will submit proposals in a range of different formats, and including a variety of information which makes it is difficult to compare one with another and select the most suitable offer.
		+
		+	A well-prepared request for proposals should mean that proposals received are prepared in a consistent way and can be compared on a like-for-like basis. Inexperienced clients may benefit from the assistance of an external adviser to help them describe their requirements, decide on the form of appointment, identify a short-list of potential consultants, prepare a request for proposals, assess submissions and negotiate fees.

	Depending on the complexity of the project and whether the client has already provided a written description of the project and the services required, a fee proposal might include:		Depending on the complexity of the project and whether the client has already provided a written description of the project and the services required, a fee proposal might include:
Line 27:		Line 29:
	In some appointment processes, a fee proposal might be used to describe just the fee element of consultant’s proposals, which also include technical proposals and perhaps design proposals. The fee proposal may be submitted in a separate sealed envelope that is not opened until after assessment of technical and design proposals so that the selection is not unduly influenced by price – which may be negotiable anyway.		In some appointment processes, a fee proposal might be used to describe just the fee element of consultant’s proposals, which also include technical proposals and perhaps design proposals. The fee proposal may be submitted in a separate sealed envelope that is not opened until after assessment of technical and design proposals so that the selection is not unduly influenced by price – which may be negotiable anyway.

−	NB Under the CDM regulations, it is the client's responsibility to take reasonable steps to assess the competence of those they appoint.	+	NB: Under the CDM regulations, it is the client's responsibility to take reasonable steps to assess the competence of those they appoint.
−		+
−		+
−		+
−	~~= Find out more =~~	+

−	=== Related articles on Designing Buildings Wiki ===	+	= Related articles on Designing Buildings Wiki =

	* Appointment.		* Appointment.
Line 43:		Line 41:
	* Letter of intent.		* Letter of intent.
	* Professional indemnity insurance.		* Professional indemnity insurance.
		+	* Proposals.
	* Request for proposals.		* Request for proposals.
	* Schedule of services.		* Schedule of services.

Designing Buildings at 08:47, 4 November 2017

2017-11-04T08:47:55Z

← Older revision		Revision as of 08:47, 4 November 2017
Line 1:		Line 1:
	A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.		A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.
		+
		+	It is very important that the nature of an appointment is set out in detail before work commences to avoid potential confusion or misunderstanding of what is expected, how much it will cost, and what is not included, and to prevent scope creep. Institutes such as the Royal Institute of British Architects (RIBA) include a requirement for a written agreement of appointment in their code of conduct.

	A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.		A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.

Designing Buildings at 08:44, 4 November 2017

2017-11-04T08:44:15Z

← Older revision		Revision as of 08:44, 4 November 2017
Line 1:		Line 1:
	A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.		A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.
−
−	~~S>E>X~~

	A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.		A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.

112.205.96.183 at 10:24, 5 October 2017

2017-10-05T10:24:30Z

← Older revision		Revision as of 10:24, 5 October 2017
Line 1:		Line 1:
	A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.		A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.

−	It is very important that the nature of an appointment is set out in detail before work commences to avoid potential confusion or misunderstanding of what is expected, how much it will cost, and what is not included, and to prevent scope creep. Institutes such as the Royal Institute of British Architects (RIBA) include a requirement for a written agreement of appointment in their code of conduct.	+	S>E>X

	A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.		A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.

77.101.65.72 at 23:14, 9 May 2016

2016-05-09T23:14:18Z

← Older revision		Revision as of 23:14, 9 May 2016
Line 29:		Line 29:
	NB Under the CDM regulations, it is the client's responsibility to take reasonable steps to assess the competence of those they appoint.		NB Under the CDM regulations, it is the client's responsibility to take reasonable steps to assess the competence of those they appoint.

−	~~Site / Location (Size/Scale/Complexity)~~

−	Existing Property/Refurbishment – adds to complexity both logistically and may impact construction methods of phasing due to re-housing tenants and unknown existing fabric which all has an impact on programming. A longer program will require higher fees.
−
−	New-Build – Located on derelict gas works, which will require specialist consultations with various parties including the Environment Agency, which may increase complexities and cost. This would also include services beyond our expertise. The fee must make it clear to the client the extent of our scope of services. It is a requirement of both RIBA (2.2) and ARB (4.2) that the architect has adequate skills and resources to undertake the project that the client seeks. If any services are contracted out, the client must be informed ARB (4.7).
−
−	~~Planning (Programme/Timescale)~~
−
−	~~The fee must take into account extensive consultation and workshops due to the number of stakeholders for the project and pre-planning application.~~
−
−	Planning – Although a separate planning application is no longer required, this conservation area site will increase the interest and have stringent policies outlined in the Local Plan and increases project risk. Listed Building requires additional application alongside planning application. Additional work / consultations required and increased project risk. Flexibility/mechanism to charge more if there if prolongation.
−
−	~~It could be beneficial to have two separate appointments if the programme /stages differ and this would allow for more control and refined fee for each project cost.~~
−
−	~~Procurement Method and Role~~
−
−	Procurement route will have different deliverables in line with the programme and each RIBA stages. Traditional will be information heavy prior to tender and therefore a longer design programme should be planned for and allow suitable resource with experience of those stages of work.
−
−	~~Scope of Services~~
−
−	~~Full / Partial or just feasibility~~
−
−	~~Lead Designer / Project Lead (basic fee) or additional services for; Contract Administrator~~
−
−	~~Agreed project BIM protocols~~
−
−	~~CDM requirements / Principal Designer~~
−
−	~~Additional Expenses~~
−
−	~~Flats – collateral warranties~~
−
−	~~Site Visits~~
−
−	~~Printing Costs~~
−
−	~~Typology - Benchmarking against similar previous projects~~
−
−	~~The practice has an excellent record for social housing. This will enable the practice to benchmark this against their other projects. The fee could be reduced if the flat layouts were repetitive.~~
−
−	~~Client background Check~~
−
−	(Have you worked with the client before?) New clients should be credit checked before any work begins, not only to see if they pay but also to see how rapidly and regularly they pay. Where is the funding coming from? Is there a single point of contact / RIBA client adviser who has the authority to make decisions and sign off work or is this a long lengthy process?
−
−	Research/talk to other architects who the client has worked with to see if they pay on time, as it is essential to speed up the rate at which money flows through the practice as this reduces the amount of money used to finance the business. If overseas – added risk and would require references and upfront payment.
−
−	~~Considering the planning risks I would suggest working on a time charge basis up to planning with a Lump Sum Cost post.~~
−
−	~~If standard form of appointment used – ensure additional work clause is in it.~~

	= Find out more =		= Find out more =

77.101.65.72 at 23:11, 9 May 2016

2016-05-09T23:11:34Z

← Older revision		Revision as of 23:11, 9 May 2016
Line 1:		Line 1:
−
	A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.		A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.

Line 9:		Line 8:

	Depending on the complexity of the project and whether the client has already provided a written description of the project and the services required, a fee proposal might include:		Depending on the complexity of the project and whether the client has already provided a written description of the project and the services required, a fee proposal might include:
−	*Details of the legal entity that is making the proposal. This is not always as clear-cut as it may seem.	+
−	*A description of the project, including the project programme, anticipated cost and anticipated procurement route.	+	* Details of the legal entity that is making the proposal. This is not always as clear-cut as it may seem.
−	*A schedule of services to be provided. This may include a description of services that are not included within the proposal (for example, making an outline planning application), and limits to certain activities (for example the number of meetings or site visits).	+	* A description of the project, including the project programme, anticipated cost and anticipated procurement route.
−	*Details of key personnel to be allocated to the project and their roles.	+	* A schedule of services to be provided. This may include a description of services that are not included within the proposal (for example, making an outline planning application), and limits to certain activities (for example the number of meetings or site visits).
−	*Identification of any sub-consultants the consultant intends to use.	+	* Details of key personnel to be allocated to the project and their roles.
−	*The form of agreement and conditions of engagement that will be used.	+	* Identification of any sub-consultants the consultant intends to use.
−	*The level of professional indemnity insurance that will be provided.	+	* The form of agreement and conditions of engagement that will be used.
−	*The hardware and software that will be used.	+	* The level of professional indemnity insurance that will be provided.
−	*The fee chargeable (and whether VAT is charged), broken down against stages of the project.	+	* The hardware and software that will be used.
−	*Chargeable expenses.	+	* The fee chargeable (and whether VAT is charged), broken down against stages of the project.
−	*Hourly rates to be applied to any work outside the proposed scope of services.	+	* Chargeable expenses.
		+	* Hourly rates to be applied to any work outside the proposed scope of services.

	Submission of a fee proposal might be followed by a period of negotiation and clarification, and then the signing of a formal agreement that sets out the exact terms of the appointment.		Submission of a fee proposal might be followed by a period of negotiation and clarification, and then the signing of a formal agreement that sets out the exact terms of the appointment.
Line 28:		Line 28:

	NB Under the CDM regulations, it is the client's responsibility to take reasonable steps to assess the competence of those they appoint.		NB Under the CDM regulations, it is the client's responsibility to take reasonable steps to assess the competence of those they appoint.
		+
		+	Site / Location (Size/Scale/Complexity)
		+
		+	Existing Property/Refurbishment – adds to complexity both logistically and may impact construction methods of phasing due to re-housing tenants and unknown existing fabric which all has an impact on programming. A longer program will require higher fees.
		+
		+	New-Build – Located on derelict gas works, which will require specialist consultations with various parties including the Environment Agency, which may increase complexities and cost. This would also include services beyond our expertise. The fee must make it clear to the client the extent of our scope of services. It is a requirement of both RIBA (2.2) and ARB (4.2) that the architect has adequate skills and resources to undertake the project that the client seeks. If any services are contracted out, the client must be informed ARB (4.7).
		+
		+	Planning (Programme/Timescale)
		+
		+	The fee must take into account extensive consultation and workshops due to the number of stakeholders for the project and pre-planning application.
		+
		+	Planning – Although a separate planning application is no longer required, this conservation area site will increase the interest and have stringent policies outlined in the Local Plan and increases project risk. Listed Building requires additional application alongside planning application. Additional work / consultations required and increased project risk. Flexibility/mechanism to charge more if there if prolongation.
		+
		+	It could be beneficial to have two separate appointments if the programme /stages differ and this would allow for more control and refined fee for each project cost.
		+
		+	Procurement Method and Role
		+
		+	Procurement route will have different deliverables in line with the programme and each RIBA stages. Traditional will be information heavy prior to tender and therefore a longer design programme should be planned for and allow suitable resource with experience of those stages of work.
		+
		+	Scope of Services
		+
		+	Full / Partial or just feasibility
		+
		+	Lead Designer / Project Lead (basic fee) or additional services for; Contract Administrator
		+
		+	Agreed project BIM protocols
		+
		+	CDM requirements / Principal Designer
		+
		+	Additional Expenses
		+
		+	Flats – collateral warranties
		+
		+	Site Visits
		+
		+	Printing Costs
		+
		+	Typology - Benchmarking against similar previous projects
		+
		+	The practice has an excellent record for social housing. This will enable the practice to benchmark this against their other projects. The fee could be reduced if the flat layouts were repetitive.
		+
		+	Client background Check
		+
		+	(Have you worked with the client before?) New clients should be credit checked before any work begins, not only to see if they pay but also to see how rapidly and regularly they pay. Where is the funding coming from? Is there a single point of contact / RIBA client adviser who has the authority to make decisions and sign off work or is this a long lengthy process?
		+
		+	Research/talk to other architects who the client has worked with to see if they pay on time, as it is essential to speed up the rate at which money flows through the practice as this reduces the amount of money used to finance the business. If overseas – added risk and would require references and upfront payment.
		+
		+	Considering the planning risks I would suggest working on a time charge basis up to planning with a Lump Sum Cost post.
		+
		+	If standard form of appointment used – ensure additional work clause is in it.

	= Find out more =		= Find out more =

	=== Related articles on Designing Buildings Wiki ===		=== Related articles on Designing Buildings Wiki ===
−	*Appointment.
−	*Architects fees.
−	*CDM.
−	*Consultants proposals.
−	*Fees.
−	*Letter of appointment.
−	*Letter of intent.
−	*Professional indemnity insurance.
−	*Request for proposals.
−	*Schedule of services.
−	*Scope creep.

−	[[Category:Appointments]]	+	* Appointment.
−	[[Category:Cost_/_business_planning]]	+	* Architects fees.
		+	* CDM.
		+	* Consultants proposals.
		+	* Fees.
		+	* Letter of appointment.
		+	* Letter of intent.
		+	* Professional indemnity insurance.
		+	* Request for proposals.
		+	* Schedule of services.
		+	* Scope creep.
		+
		+	[[Category:Appointments]] [[Category:Cost_/_business_planning]]

Designing Buildings at 12:33, 7 August 2014

2014-08-07T12:33:16Z

← Older revision		Revision as of 12:33, 7 August 2014
Line 2:		Line 2:
	A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.		A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.

−	It is very important that the nature of an appointment is set out in detail before work commences to avoid potential confusion or misunderstanding of what is expected, how much it will cost, and what is not included. Institutes such as the Royal Institute of British Architects (RIBA) include a requirement for a written agreement of appointment in their code of conduct.	+	It is very important that the nature of an appointment is set out in detail before work commences to avoid potential confusion or misunderstanding of what is expected, how much it will cost, and what is not included, and to prevent scope creep. Institutes such as the Royal Institute of British Architects (RIBA) include a requirement for a written agreement of appointment in their code of conduct.

	A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.		A fee proposal may be prepared in response to a formal ‘request for proposals’ prepared by the client, which sets out the nature of the project, the client’s requirements and the information that they expect the consultant to include in their proposals, (generally described as the ‘consultant’s proposals’), or it may be prepared following more informal communications with the client.
Line 42:		Line 42:
	*Request for proposals.		*Request for proposals.
	*Schedule of services.		*Schedule of services.
		+	*Scope creep.

	[[Category:Appointments]]		[[Category:Appointments]]
	[[Category:Cost_/_business_planning]]		[[Category:Cost_/_business_planning]]

Designing Buildings at 12:30, 7 August 2014

2014-08-07T12:30:59Z

← Older revision		Revision as of 12:30, 7 August 2014
Line 35:		Line 35:
	*Architects fees.		*Architects fees.
	*CDM.		*CDM.
		+	*Consultants proposals.
	*Fees.		*Fees.
	*Letter of appointment.		*Letter of appointment.
	*Letter of intent.		*Letter of intent.
−	*Request for proposals.
−	*Consultants proposals.
	*Professional indemnity insurance.		*Professional indemnity insurance.
		+	*Request for proposals.
		+	*Schedule of services.

	[[Category:Appointments]]		[[Category:Appointments]]
	[[Category:Cost_/_business_planning]]		[[Category:Cost_/_business_planning]]

Designing Buildings at 12:28, 7 August 2014

2014-08-07T12:28:57Z

← Older revision		Revision as of 12:28, 7 August 2014
Line 1:		Line 1:
−

	A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.		A fee proposal is a proposal prepared by a consultant for a prospective client describing the services that the consultant proposes to undertake and the fee that will be charged. This may be in the form of a letter, or may be a more detailed document accompanied by a cover letter.
Line 9:		Line 8:
	If the client is seeking proposals from more than one consultant, it is advisable to take the time to prepare a formal request for proposals, otherwise they run the risk that consultants will submit proposals in a range of different formats, and including a variety of information which makes it is difficult to compare one with another and select the most suitable offer. A well prepared request for proposals should mean that proposals received are prepared in a consistent way and can be compared on a like-for-like basis. Inexperienced clients may benefit from the assistance of an external adviser to help them describe their requirements, decide on the form of appointment, identify a short-list of potential consultants, prepare a request for proposals, assess submissions and negotiate fees.		If the client is seeking proposals from more than one consultant, it is advisable to take the time to prepare a formal request for proposals, otherwise they run the risk that consultants will submit proposals in a range of different formats, and including a variety of information which makes it is difficult to compare one with another and select the most suitable offer. A well prepared request for proposals should mean that proposals received are prepared in a consistent way and can be compared on a like-for-like basis. Inexperienced clients may benefit from the assistance of an external adviser to help them describe their requirements, decide on the form of appointment, identify a short-list of potential consultants, prepare a request for proposals, assess submissions and negotiate fees.

−	Depending on the complexity of the project and whether the client has already provided a written description of the project and ~~the nature of~~ the services required, a fee proposal might include:	+	Depending on the complexity of the project and whether the client has already provided a written description of the project and the services required, a fee proposal might include:
	*Details of the legal entity that is making the proposal. This is not always as clear-cut as it may seem.		*Details of the legal entity that is making the proposal. This is not always as clear-cut as it may seem.
	*A description of the project, including the project programme, anticipated cost and anticipated procurement route.		*A description of the project, including the project programme, anticipated cost and anticipated procurement route.
−	*A schedule of ~~consultant~~ services to be provided. This may include a description of services that are not included within the proposal (for example, making an outline planning application), and limits to certain activities (for example the number of meetings or site visits).	+	*A schedule of services to be provided. This may include a description of services that are not included within the proposal (for example, making an outline planning application), and limits to certain activities (for example the number of meetings or site visits).
	*Details of key personnel to be allocated to the project and their roles.		*Details of key personnel to be allocated to the project and their roles.
	*Identification of any sub-consultants the consultant intends to use.		*Identification of any sub-consultants the consultant intends to use.
Line 24:		Line 23:
	Submission of a fee proposal might be followed by a period of negotiation and clarification, and then the signing of a formal agreement that sets out the exact terms of the appointment.		Submission of a fee proposal might be followed by a period of negotiation and clarification, and then the signing of a formal agreement that sets out the exact terms of the appointment.

−	Letters of appointment (or letters of acceptance) are sometimes used to appoint consultants in cases ~~when~~ the client wants the consultant to start work quickly, while a full contract is being prepared. They may also be appropriate if a consultant is required for a very insubstantial or minor commission where a full-blown contract could be seen as heavy handed and off-putting. However, the same basic issues should be agreed and set out in writing. See letter of appointment.	+	Letters of appointment (or letters of acceptance) are sometimes used to appoint consultants in cases where the client wants the consultant to start work quickly, while a full contract is being prepared. They may also be appropriate if a consultant is required for a very insubstantial or minor commission where a full-blown contract could be seen as heavy handed and off-putting. However, the same basic issues should be agreed and set out in writing. See letter of appointment.

	In some appointment processes, a fee proposal might be used to describe just the fee element of consultant’s proposals, which also include technical proposals and perhaps design proposals. The fee proposal may be submitted in a separate sealed envelope that is not opened until after assessment of technical and design proposals so that the selection is not unduly influenced by price – which may be negotiable anyway.		In some appointment processes, a fee proposal might be used to describe just the fee element of consultant’s proposals, which also include technical proposals and perhaps design proposals. The fee proposal may be submitted in a separate sealed envelope that is not opened until after assessment of technical and design proposals so that the selection is not unduly influenced by price – which may be negotiable anyway.