MME — Proposal Intake

1Design Scope

Select every discipline being requested for this proposal — this drives which scope language gets pulled into the draft. Multiple selections are fine. Select disciplines before uploading the architectural PDF, since the drafted opening paragraph is written for the discipline(s) selected at upload time.

HVAC Design

HVAC — Ventilation Only

HVAC — Commercial Kitchen Ventilation

Plumbing Design

Grease Interceptor Plumbing

NFPA 13D Fire Sprinkler Design

NFPA 13R Fire Sprinkler Design

NFPA 13 Fire Sprinkler Design (Commercial)

Select at least one scope to continue.

2Architectural Set

Upload the architectural PDF so the AI can pull project details automatically. Fields it finds will auto-fill Sections 3 and 4 below — please confirm everything before submitting.

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Drop the architectural PDF here, or click to browse

PDF only · extraction runs automatically once uploaded

Upload a PDF to auto-fill project details below. Anything not found stays blank for you to fill in, nothing is guessed.

File Format Provided

Per Jon — fee structure adjusts depending on which format the architect provides.

3Client & Project

Matches the Attn/Ref block at the top of the proposal. Confirm/edit anything the PDF extraction pulled in.

Client Name(s)

Attn (architect/contact)

Client / Firm Address

Project Name

Date

Project Address

TMK

4Space Details

Square footage by area — used for the project-understanding paragraph and fee calculation.

Enclosed Living (SF)

Covered Lanai (SF)

Garage/Storage (SF)

Stories

Ceiling Notes (optional)

AI-Drafted Opening Paragraph

Populated automatically when the architectural PDF is processed. Edit freely, this is what goes into the proposal's opening section, it does not replace your review, just gets you a starting draft.

Plumbing Project Type

Picks the plumbing scope list. New Construction = new structure. Retrofit / Tenant = existing building (repipe, tenant improvement, after-the-fact). Auto-filled from the PDF when it can tell; change it if wrong.

5Garage & Lanai Scope

Client-specific — confirm during the call, don't assume. Only applies when a fire sprinkler discipline is selected above.

ExcludeStandard NFPA exemption applies

IncludeClient wants coverage anyway

Stephanie's note: this varies by client preference — always confirm on the call, never default.

6Fee

Fee Type

Rate ($/SF, current standard)

GET Rate (%)

7Notes from Client Contact

Anything from the call that doesn't fit above — site conditions, preferences, timeline.

Proposal Intake — Preview Access

MME Proposal Intake