Proposal Intake Form
Project Info
1
Prepared For
2
Project Team
3
Proposal Pages
4
Additional Notes
5
Send intake
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1
Project Info
OneDrive / SharePoint Link
Project Name
*
Approx. SF
Brief Scope
*
Client / Owner
*
Consultant / Architect
Project Address
Contract Type
*
GC
CM
RFSQ
Design-Build
Other
Project Type
*
Select…
Tenant Improvement (TI)
Lab Renovation
Office Fit-Out
Institutional Renovation
HVAC / Mechanical Upgrade
Infrastructure / Site
Multi-Residential
Other
Draft Deadline
*
Effort Level
*
Select…
Low
Medium
High
2
Prepared For
Name
*
Title
*
Company
*
Phone
Email
*
3
Project Team
Principal
*
Project Manager
*
Site Superintendent
*
+ Add member
4
Proposal Pages
Check every page that belongs in this proposal.
0 / 4 minimum
Cover Letter
+
Cover Letter
Project-specific cover letter
Project Delivery
Project Summary
High-level project overview
+
Typical Project Phasing
Pre-con through closeout phases
You can edit each title and subtext.
Place in preferred order when done.
+ Add phase
Project Schedule
Gantt / milestone plan — attach externally
About Enduro
Meet Fred & Joel
Principals intro + company philosophy
A GC You Can Stand Behind
Who we are / how we operate
Scope of Services
CM proposals only
Corporate Overview
Bonding, insurance, claims-free record
Project Team
Corp. Structure
Client → Principal → trades org chart
Resumes
Bios for selected team members
Risk Assessment
Risk Assessment
Named risks + mitigations
Relevant Experience
Relevant Experience
Select at least 3 projects
Check the projects to feature. Select at least 3.
Abdera Therapeutics Office Renovation
$270K — 270 W 3rd Ave, Vancouver
UBC CEME Office Reno
$559K — 6250 Applied Science Lane
UBC Nursing Program Expansion
$900K — Surrey Campus
Surrey SSLC Childminding Renovation
$590K — 16555 Fraser Hwy
UBC Henry Angus Washrooms
$500K — 2053 Main Mall
UFV Nursing Simulation Lab
$950K — Chilliwack
UBC Chemistry Lab
$1.4M — 6221 University Blvd
UBC FSIAP Lab
$400K — 6270 University Blvd
+ Add unlisted project
Sustainability
Sustainability
Environmental + social responsibility
Appendices
References
Client reference letters — Appendix 01
Financial Submission
Hourly rates + general requirements — Appendix 02
COI
Certificate of Insurance
WCB
WorkSafeBC clearance letter
Bid Bond
Surety bid bond document
+
Other
Specify below when checked
Specify
*
Place in preferred order
+ Add another
FAQ
Standard FAQ — Appendix 04
+ Add page
5
Additional Notes
Suggestions to make this form better — what do you find annoying about it?
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