Proposal / Project Review

Key Dates

Proposal timeline

Proposal Date

Date the proposal document is issued or dated.

Questions Due

Deadline for submitting RFP clarification questions.

Proposal Due Date

Submission deadline for the proposal response.

Project Overview

Core project identity and scope snapshot

Project Name

Official project name as it will appear in Smartsheet and documents.

Project Area (SF)

Total gross square footage of the project scope.

Fee Type

Billing structure for this engagement.

Project Category

Phases Included

Hold Ctrl / Cmd to select multiple phases.

DD Submittal %

Hold Ctrl / Cmd to select multiple. Design Development submittal milestone(s).

CD Submittal %

Hold Ctrl / Cmd to select multiple. Construction Documents submittal milestone(s).

Project Description

Brief narrative describing the project type, program, and primary goals.

Summaries

AI-extracted narrative summaries — review and edit as needed

Summary of Project Scope

What is included in the scope of work for this proposal.

Summary of Existing Conditions

Description of the existing building, site, or systems relevant to the project.

Summary of Critical Factors for Success

Key constraints, risks, or requirements that must be addressed for a successful outcome.

Summary of Project Deliverables

Documents, reports, drawings, or other outputs to be produced.

Scope Basis

Budget, basis date, and construction cost

Basis Date

Date on which project assumptions and costs are based.

Client Established Budget ($)

Total project budget confirmed by the client. Enter a plain number (no $ or commas).

Estimated Construction Cost ($)

Estimated hard construction cost, separate from design fees. Enter a plain number (no $ or commas).

Biosafety Level

Applicable to laboratory and research projects only.

Accessibility Assumptions

Scope of ADA / accessibility compliance work included per CBC standards.

Fire Alarm & Sprinkler Scope

Fire alarm and sprinkler design responsibility and submittal approach.

Agreement & Fees

Contract type, fee structure, and probability

Form of Agreement

Contract vehicle for this engagement.

Estimated Design Fees ($)

Total estimated Taylor Design professional fees. Enter a plain number (no $ or commas).

Win Probability (%)

%

Estimated likelihood of winning this pursuit (0–100). Used for pipeline weighting.

Consultant Markup

Markup applied to subconsultant fees when passed through.

Reimbursables

How reimbursable expenses are handled in this contract.

Accounting Project Type

Accounting classification for fee tracking and reporting.

Proposal Identity

Proposal metadata and tracking numbers

Proposal Name

Short title used to identify this proposal internally (e.g. "UCSF Parnassus ICU Renovation").

Proposal Status

Current stage in the proposal pipeline.

Proposal Type

Pursuit Type

Whether this is a competitive RFP/RFQ process or a negotiated / sole-source engagement.

Taylor Design Office

The TD office leading this pursuit.

TD Project Number

TD project number in the format ####.###L (e.g. 7000.100L). Additional services use .101L, .102L, etc.

Client Project Number

Client's own project or job number, if provided in the RFP.

Client RFP / RFQ #

The solicitation number from the client's RFP or RFQ document.

Facility & Location

Project site and facility identification

Facility Name

Full name of the facility or campus (e.g. "UCSF Medical Center at Parnassus").

Facility Abbreviation

Short abbreviation used in project names and file paths (e.g. "UCSF-PAR").

Project Location

City and state (e.g. "San Francisco, CA").

Project Address

Full street address of the project site.

Client

Client organization and primary contact

Client Company

Full legal or operating name of the client organization.

Client Abbreviation

Short abbreviation for the client (e.g. "UCSF", "CHOC").

Client Email

Contact Name

Contact Title

Job title of the primary client contact (e.g. "Project Manager").

Client Address 1

Client Address 2

City / State / ZIP

Schedule

Key milestone dates

Notice to Proceed

Anticipated NTP date for design services.

Agency Submittal

Target date for permit / agency submission.

Construction Start

Substantial Completion

Date when construction is substantially complete and the facility is usable.

Final Completion

Date when all punch list items are resolved and the project is fully closed out.

Schedule Durations

Design phase, construction, and activation durations

Duration Units

Units that apply to all duration fields in this section (SD, DD, CD, Agency, Construction, Activation).

SD Duration

Schematic Design phase duration.

DD Duration

Design Development phase duration.

CD Duration

Construction Documents phase duration.

Agency Duration

Estimated time in agency review / permitting.

Construction Duration

Total anticipated construction period.

Activation Duration

Duration of activation / transition / move-in phase after construction.

Delivery & Agency

Delivery method, AHJ, and submittal milestones

Delivery Method

Project delivery method — how the owner, designer, and contractor are contracted and managed.

AHJ

Authority Having Jurisdiction — the permitting and plan review agency for this project.

AHJ Location

Regional office where plan review and inspections will be conducted.

Construction Administration

CA scope parameters

Construction Phases

Construction phasing approach — affects CA scope and schedule.

CA Hours / Week

Estimated weekly CA hours during the construction phase.

CA Total Weeks

Total number of weeks CA services will be provided.

CA Meetings

Estimated total number of construction meetings to attend.

CA Site Visits

Estimated total number of site visits during construction.

Project Team

TD leadership and consultants

Project Manager

TD project manager email address. Defaults to sender email if not explicitly named in the RFP.

Project Director

TD project director or principal-in-charge email address.

Discipline

Company

Email

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