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Estimate/Quote

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(@big-smooth)
Posts: 26
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What's the general consensus on how to handle my giving an Estimate for a survey and the potential client hearing NOT TO EXCEED QUOTE? At the first sign of issue, I contact a client and inform him/her of the change in scope - but even just recently had one refuse to have the old "bait & switch" pulled on him and would not pay any more than the original "quote". I've initiated Work Request Agreements with the statement:

NOTE: Our ESTIMATE (meaning approximate cost) is based on reviewing property from our tax maps without the privilege of actually seeing the land. It is an estimate of the amount of billing time we believe to be involved to complete the above request. Many variables can play into the amount of time expended, i.e. last time property was surveyed, recent surveys in the area, age & clarity of this deed and those that surround it, ability to find existing physical deed evidence, establishment of public right-of-way line, number of structures, fencing, growth & debris on land, etc. It is our goal to perform requested work as efficiently & accurately as possible within the guidelines set forth by the Board of Professional Licensing for the State of Delaware. Agency fees (when necessary) are to be paid upon submission. Services are expected to be paid in full upon completion of your project.

Still, doesn't seem to get through. Any thoughts?

 
Posted : August 31, 2010 12:59 pm
(@lamon-miller)
Posts: 525
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My standard note on estimates are as follows:

I have estimated the surveying cost to be approximately _____. This figure is an estimate only, our final bill will be based upon our hourly rate which can be above or below the estimate. If you need a copy of my rate schedule or a not to exceed price please advise.

 
Posted : August 31, 2010 1:23 pm
(@mark-mayer)
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You should have a written contract to avoid disputes like this. I work almost exclusively on a fixed fee/specified scope basis.

One of the most common ways to get yourself in front of the state board is to have a billing issue with your client. Discretion should govern your actions. Perhaps you just want to take the "not to exceed" money and live to fight another day.

 
Posted : August 31, 2010 1:38 pm
(@jclark)
Posts: 13
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In my opinion, very good advice from Mr. Mayer......

 
Posted : August 31, 2010 4:51 pm