Set Fees and Contract Terms

Before you start: Fee and contract information requires financial access. If you can’t see the Contract Information tab, your role doesn’t include this permission. See Roles and access.

The Contract Information tab holds everything related to how your firm is being paid for the work.

Opening Contract Information

Open the proposal or project.
Click the Contract Information tab to review the current fee structure, terms, and rates.
To make changes, click Edit Contract Information on the tab. This opens the same edit screen as the Edit Proposal / Edit Project button at the top of the page.

The Edit Contract Information button appears only when the proposal or project can still be edited and you have permission to make changes.

Setting the fee type

AECPulse supports several fee structures. Choose the one that matches your agreement:

Fee type	Description
Lump Sum	A fixed total fee for the project
Cost Per Square Foot	Fee calculated by area
Cost Plus Fixed Fee with GMP	Reimbursable costs plus a fixed fee, with a Guaranteed Maximum Price
Hourly	Billed based on hours worked
Hourly Not to Exceed	Hourly billing up to a maximum cap

Select the fee type from the dropdown in the Contract Information section.

Entering rates

After choosing a fee type, fill in:

Professional rates — the hourly rates for different roles or staff
Fee amount or rate — depending on the fee type, the total or rate value

Scope of work

In the Scope of Work field, describe what services are included in this proposal or project. This text appears in the PDF output.

Additional terms

Use the Additional Terms field for any special conditions, exclusions, or clauses that apply to this engagement.

Contract information

The Contract section holds administrative details about the executed contract, such as contract dates and reference numbers.

Downloading the PDF

Once the contract information is complete, you can download a PDF. See Download a project or proposal PDF.