# Behkish Advisory: Proposal and commercial scope template

**COMMERCIAL DRAFT: EDIT BEFORE USE**

This is an editable planning template. Downloading, completing, or emailing it does not create a finalized engagement. The parties must finalize their written engagement documents, including appropriate contractual terms, before work begins. This document does not supply legal certainty or replace professional review where needed.

## 1. Proposal details

- Proposal reference: [Reference]
- Prepared on: [Date]
- Scope and price valid for discussion until: [Date]
- Provider: Kshathra Technologies Inc., operating as Behkish Advisory
- Provider contact: behkish.nz@outlook.com
- Client legal name: [Legal name]
- Client billing address and invoice contact: [Details]
- Client sponsor: [Name / role / email]
- Client technical owner: [Name / role / email]

## 2. Business objective

**The decision or outcome:** [Describe the business problem and the result this engagement should enable.]

**Current situation:** [Product stage, existing systems, team, constraints, and prior work.]

**Why now:** [Deadline, dependency, or relevant trigger.]

## 3. Selected engagement

Choose hourly consulting or custom work, then complete the scope below. The free 30-minute initial meeting is for discussing fit and does not create a paid engagement.

| Engagement | USD fee | Scope to confirm |
| --- | ---: | --- |
| Hourly consulting | $200/hour | One-hour minimum for paid sessions; approved additional work tracked in 15-minute increments. Set an hours or spending cap before work starts. |
| Custom work | Quoted in writing | Define the outcome, deliverables, boundaries, dates, fee, payment milestones, and review allowance. |

**Chosen engagement:** [Hourly consulting / custom work]

**Confirmed fee or approved hourly cap:** [USD amount]

**For hourly work:** [Initial block, estimated hours, and maximum approved spend]

**For custom work:** [Defined outcome and deliverables; do not insert a default package price]

## 4. In-scope systems and work

- Application or workflow: [Name and boundary]
- Deployment environment: [Environment]
- Repositories / components reviewed: [List and sampling limits]
- Documents supplied: [List and agreed review limit]
- Stakeholder sessions: [Participants, number, duration]
- Implementation tasks, if any: [Specific tasks]
- Relevant information and data categories: [High-level description; no secrets]

## 5. Deliverables and acceptance

| Deliverable | Format | Completion / acceptance criteria | Client reviewer |
| --- | --- | --- | --- |
| [Deliverable 1] | [PDF / Markdown / code / workshop] | [Observable criteria] | [Role] |
| [Deliverable 2] | [Format] | [Observable criteria] | [Role] |
| [Readout / handoff] | [Duration / channel] | [Materials and questions addressed] | [Role] |

**Review window and method:** [For example, one consolidated feedback response within five business days; define what happens if feedback is delayed in the finalized engagement.]

**Included clarification / revision:** [Exact allowance. Additional investigation, new requirements, or new systems are changes of scope.]

**Aftercare or support:** [Explicit duration and scope, or state that no ongoing operations/support is included.]

## 6. Exclusions

Unless explicitly added in the finalized proposal:

- Penetration testing, live exploit attempts, exhaustive code audits, formal certification, compliance attestations, and legal opinions.
- Work on systems, environments, repositories, and documents outside the named scope.
- Cloud charges, licenses, subscriptions, hardware, advertising spend, and travel.
- Production changes, migrations, incident response, on-call coverage, and continuous monitoring.
- Ongoing maintenance, unlimited revisions, and guaranteed business, security, or search-ranking results.

**Additional client-specific exclusions:** [List]

## 7. Client inputs and dependencies

- Client provides permitted materials and a contact authorized to approve decisions.
- Relevant context and materials are supplied by [Date] through [Approved channel].
- Access is least-privilege and time-bounded; no production secrets are sent in ordinary inquiry email.
- Stakeholders are available for [Sessions / reviews].
- Decisions and review feedback are supplied within [Agreed interval].
- Third-party restrictions, availability, and provider costs are identified before dependencies are committed.

**Assumptions:** [List]

**What may change the schedule:** [Missing inputs, delayed access, expanded requirements, or external dependencies]

## 8. Schedule

- Proposed kickoff: [Date / after agreement and initial payment]
- Input-complete date: [Date]
- Working sessions / reviews: [Dates]
- Target draft / milestone: [Date]
- Final delivery / handoff: [Date]

Agree dates based on the actual scope, available inputs, capacity, and dependencies. A proposed timeline is not an unrestricted availability commitment.

For paid sessions, request rescheduling at least 24 hours in advance. Define cancellations, missed sessions, and unavoidable interruptions in the finalized engagement rather than assuming an automatic fee.

## 9. Price and payment expectations

All amounts are in USD. Applicable taxes and the explicitly excluded costs above are additional.

- Hourly consulting: $200/hour. Record the approved block or spending cap and agreed payment terms.
- Custom work: record the agreed total or milestones and when each payment is due.
- Additional work: requires written approval of scope and price before it begins.

**Invoice dates / payment due dates:** [Set explicitly]

**Third-party procurement approval:** [Who approves and how]

No recurring charge, payment collection, or financial authorization is created by this template or an inquiry form.

## 10. Change control

1. Describe the requested change and reason.
2. Identify effects on deliverables, time, cost, access, and risk.
3. Obtain written approval from the named decision-maker.
4. Update the scope and schedule before additional work proceeds.

**Client approver:** [Name / role]

**Provider approver:** [Name / role]

## 11. Matters to finalize in engagement documents

Confirm appropriate wording for confidentiality, permitted information use, secure sharing, data retention/deletion, intellectual property and licensing, liability, termination, cancellation/refunds, dispute handling, applicable law, and any required third-party processing arrangements. Do not assume this commercial scope resolves those matters.

**Additional documents incorporated:** [Agreement reference / statement of work / confidentiality document]

## 12. Final approval record

Complete only after the documents and scope are finalized.

- Final proposal / agreement version: [Version]
- Client authorized signatory: [Blank]
- Provider authorized signatory: [Blank]
- Approval method and date: [Blank]
- Initial invoice reference and payment status: [Blank]
- Kickoff confirmed for: [Blank]

No signatures or approvals are supplied by this template.