Pricing and scoping are one stage because separating them produces proposals whose price does not match their scope. The rate card is the input the firm controls and the scope is the input the client shapes.
Where the rates offered depart from the card, an approval is required. Which is where the chain has a gap — see `PROC-S15-BILL`.
Open, 3 item(s)
State
What
Position or reason
Owner
open
RUL-12 Proposals price from the current rate card
Two rate cards exist (DAT-RATECARD is contested) so 'current' is ambiguous. Unenforced in consequence.
Finance Director
open
RUL-13 Departures from the rate card require approval
Nobody owns this approval. Directly related to the chain gap at PROC-S15-BILL, which requires rates-approved and has no producer.
Finance Director
contested
Data: Rate card
Finance and practice both hold rates and they drift. Related to the chain gap at PROC-S15-BILL: nobody owns approving a departure from the card.
Finance Director
Boundary
Trigger (in)
Conflicts cleared and an approved approach.
Output (out)
A proposal issued to the client, with a price and a scope.
Requires
conflicts-cleared
Produces
proposal-issued
Floor: can this run itself
Position
person
Manual because
risk
Basis
Pricing carries commercial judgement about a specific client. Document assembly is automatable; the number is not.
Confirmed by
nobody named
Behaviour: what runs it
Systems
Proposals, Work product
Data
Dataset
Authoritative source
Also in
State
Owner
Proposal
Proposals
S, Y, S, -, D, M, S, -, W, O, R, K
settled
Commercial Lead
Rate card
none
Billing and receivables, Engagement register
contested
Finance Director
Rules: what is decided here
ID
Rule
State
Enforced by
Basis
Owner
RUL-12
Proposals price from the current rate card
open
nothing
Two rate cards exist (DAT-RATECARD is contested) so 'current' is ambiguous. Unenforced in consequence.
Finance Director
RUL-13
Departures from the rate card require approval
open
nothing
Nobody owns this approval. Directly related to the chain gap at PROC-S15-BILL, which requires rates-approved and has no producer.
Finance Director
RUL-14
Scope and price are issued together
defined
Proposals
A proposal template that cannot be issued with one and not the other.
Commercial Lead
RUL-15
Liability wording is the firm standard unless signed off
defined
Managing Partner role
Standard terms. The most argued clause in the letter.