Architecture Firm Business Kit: 9 Templates for Proposal, Contract, Checklists, RFI and Fee Calculator
9 Templates • PDF · XLSX
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💼 Architecture Firm Business Kit: Proposal, Contract, Checklists, RFI and Fee Calculator
The paperwork of a small architecture practice, done once and done properly: a fee proposal with the exclusions that protect your profit, a client brief, an owner-architect agreement skeleton, phase checklists from programming to closeout, RFI, additional services and value engineering forms, and two Excel workbooks that do the arithmetic for you.
🧮 Know your rate before you quote. The Rate & Fee Calculator turns salaries, benefits, overhead and utilization into billing rates by role, your net multiplier and projected profit. The Fee Planner builds a phase by phase fee from estimated hours and compares it with percentage, fixed and per-area methods, so you see a losing fee before you send it.
📦 What's inside
✅ Fee Proposal: scope by phase, exclusions, fee split, hourly rates, payment terms, acceptance ✅ Client Brief Questionnaire: goals, site, program, budget, schedule, style
✅ Owner-Architect Agreement Skeleton: 11 articles and 4 exhibits in plain language ✅ Phase Checklists: 91 items across Pre-design, SD, DD, CD, Bidding and CA
✅ RFI Form with change order guard ✅ Additional Services Request and Value Engineering Proposal forms
✅ Excel Rate & Fee Calculator: rates by role, multiplier, profit, fee planner, method comparison ✅ Excel Project Logs: RFI log with overdue alerts, additional services, VE log, hours by phase, checklist tracker
✅ Illustrated user guide with practice notes on pricing, fee structures, phases, contracts, RFIs and VE (11 pages)
📋 Product details
- 📄 Templates: 7 editable Word templates + printable PDFs
- 📊 Workbooks: 2 Excel workbooks with live formulas (Excel, Google Sheets, Numbers)
- 📘 Guide: 11 page illustrated PDF guide
- 📐 Paper: US Letter and A4 versions of every document
- ✏️ Editing: Yellow highlighted [placeholders]; works in Word, Google Docs, Pages, LibreOffice
- ⚖️ Note: Not legal advice; have your attorney review the agreement for your jurisdiction
- ⬇️ Delivery: Instant digital download (ZIP, 3 MB)
- 📜 License: Use and edit for your own practice and client documents; no resale of the files
🤩 Built on the practice guides at learnarchitecture.net: hourly rates, fee structures, starting a firm, design phases, RFIs and value engineering.
How to use it
- 1Download
Unzip the files from your order email or your account.
- 2Open
Open the template in Excel. Install any fonts named in the notes.
- 3Edit
Replace the placeholder text and images with your own project.
- 4Export
Save a PDF for print or for sending online.
How do I get my files?
Your download links are emailed to you as soon as the payment is confirmed, and the same files stay in your account under Orders. Nothing is shipped and nothing expires, so you can download them again whenever you need them, on any device.
If the email has not arrived after a few minutes, check your spam folder or contact us and we will resend it.
License and commercial use
You can use the files you buy here in your own work: student projects, competition boards, portfolios, presentations and paid client projects. No credit required.
Some products come with their own license from their creator (for example, ebooks and courses for personal use only). If the product description has a License section, that license applies to this product.
What is not allowed: reselling or redistributing the files themselves, sharing them outside your own team, or putting them into another product that is offered for sale.
One purchase covers one person. For a studio or a classroom licence, get in touch.
14-day money-back guarantee
If a file is not what you expected, write to us within 14 calendar days of your purchase and you get your money back in full, no questions asked. Digital files are covered exactly like anything else in the store.
Details are in our refund policy.
- Instant downloadFiles ready right after checkout
- Lifetime accessDownload again any time from your account
- 14-day money backFull refund if it is not what you expected
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- Rated 5.0 / 5From 548 customer reviews
Layout work steals time from your design
Portfolios, boards and presentations need a clean grid and clear type. Building a layout from a blank page takes days, and it is hard to make it look professional.
-
The blank page
Starting a layout from zero is the slowest part.
-
Weak hierarchy
Without a grid, boards look crowded and hard to read.
-
Drifting pages
Fonts, margins and spacing change from page to page.
-
Deadline pressure
Layout work always lands right before submission.
With this template
- Open in Excel and start editing
- A clear grid and hierarchy
- Swap in your text and images, keep the design
- Finish boards and portfolios sooner
Customer Reviews
Written reviews left by customers on Judge.me.
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Jessica
May 24, 2025
★★★★★
high-quality architectural resources
I’ve been searching for high-quality architectural resources for a while, and this shop truly exceeded my expectations. Everything feels thoughtfully curated and designed with professionals in mind.
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Olivia
May 24, 2025
★★★★★
Impressive work
Impressive work! The files were easy to access, and everything felt intuitive even from the first use. You can tell this was created by people who truly understand the industry.
40 SANAA Animated People + Adding Animations Tutorial
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Daniel
May 24, 2025
★★★★★
This shop has become one of my go-to places for support and inspiration.
As an architect working under tight deadlines, finding reliable digital content is a game-changer. This shop has become one of my go-to places for support and inspiration.
Morpholio Trace: Private (1 on 1) Sketching Session for 2D Landscape Plan Renderings
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Thomas
May 24, 2025
★★★★★
improved the way I approach my work
This has honestly improved the way I approach my work. The attention to detail and usability is evident. Highly recommend to anyone in the field of architecture or design.
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Sofia
May 24, 2025
★★★★★
Professional, well-organized
Professional, well-organized, and visually clean — everything about this store makes the creative process easier and more enjoyable.
AI-Presentation Plan Photoshop Action
-
Jessica
May 24, 2025
★★★★★
high-quality architectural resources
I’ve been searching for high-quality architectural resources for a while, and this shop truly exceeded my expectations. Everything feels thoughtfully curated and designed with professionals in mind.
All In One Architecture Diagram/Drawing Essential Bundle
-
Olivia
May 24, 2025
★★★★★
Impressive work
Impressive work! The files were easy to access, and everything felt intuitive even from the first use. You can tell this was created by people who truly understand the industry.
40 SANAA Animated People + Adding Animations Tutorial
-
Daniel
May 24, 2025
★★★★★
This shop has become one of my go-to places for support and inspiration.
As an architect working under tight deadlines, finding reliable digital content is a game-changer. This shop has become one of my go-to places for support and inspiration.
Morpholio Trace: Private (1 on 1) Sketching Session for 2D Landscape Plan Renderings
-
Thomas
May 24, 2025
★★★★★
improved the way I approach my work
This has honestly improved the way I approach my work. The attention to detail and usability is evident. Highly recommend to anyone in the field of architecture or design.
Architecture Photoshop Pack
-
Sofia
May 24, 2025
★★★★★
Professional, well-organized
Professional, well-organized, and visually clean — everything about this store makes the creative process easier and more enjoyable.
AI-Presentation Plan Photoshop Action
-
Jessica
May 24, 2025
★★★★★
high-quality architectural resources
I’ve been searching for high-quality architectural resources for a while, and this shop truly exceeded my expectations. Everything feels thoughtfully curated and designed with professionals in mind.
All In One Architecture Diagram/Drawing Essential Bundle
-
Olivia
May 24, 2025
★★★★★
Impressive work
Impressive work! The files were easy to access, and everything felt intuitive even from the first use. You can tell this was created by people who truly understand the industry.
40 SANAA Animated People + Adding Animations Tutorial
-
Daniel
May 24, 2025
★★★★★
This shop has become one of my go-to places for support and inspiration.
As an architect working under tight deadlines, finding reliable digital content is a game-changer. This shop has become one of my go-to places for support and inspiration.
Morpholio Trace: Private (1 on 1) Sketching Session for 2D Landscape Plan Renderings
-
Thomas
May 24, 2025
★★★★★
improved the way I approach my work
This has honestly improved the way I approach my work. The attention to detail and usability is evident. Highly recommend to anyone in the field of architecture or design.
Architecture Photoshop Pack
-
Sofia
May 24, 2025
★★★★★
Professional, well-organized
Professional, well-organized, and visually clean — everything about this store makes the creative process easier and more enjoyable.
AI-Presentation Plan Photoshop Action
What our customers say
Rated 5.0 across 547 verified reviews on 40 products.
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Architect’s OS in NotionFrequently asked questions
Quick answers about this product before you order.
Which software do I need?
This product comes as PDF, XLSX. You can open it in Excel.
Do I need the exact fonts?
If a template uses specific fonts, they are named in the product description or the included notes. You can also swap in any font you already have.
Can I change the layout and colours?
Yes. Every page is editable, so you can move, delete or duplicate pages and change colours to suit your project.
Is it ready for print?
Export a high-quality PDF from Excel for printing, or a smaller PDF for sending online.
Still have a question? Email [email protected] or see our Help & FAQ.
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