Assignment and fit
Provide a separately reviewed coordination checklist for role ownership, approved delegation and account-confirmation reminders. Account administrators and authorized filing personnel retain account actions and filing decisions.
Inputs needed to quote
- Authorized administrator contact
- Client-approved role/delegation checklist
- Confirmed reminder dates and escalation route
Identify whether the material is public, synthetic or private. For private work, confirm permitted processing and the transfer channel before sending the source. A source receipt is not automatic acceptance of its deadline.
Concrete deliverables
- Responsibility and reminder checklist
- Open administrative-action tracker
- Handoff notes for authorized personnel
Production checks
- Use individual Login.gov credentials; do not request shared logins.
- Keep CCC, tokens and credentials out of enquiry forms and CRM notes.
- Separate production approval, account authorization and explicit LIVE instructions.
Reference: SEC production / role guidance. Verify the current requirements for the agreed job.
Scope boundaries
No account changes, credential custody, live transmission or deadline advice through this website.
The contracted review owner approves the final candidate. A later edit changes the version and may require renewed approval. Production acceptance and filing authorization are separate.
Business-specific handoffs
Agree an audience-specific scope during discovery.
Quote and schedule
Cost follows source complexity, output layer, review effort and revision allowance—not a universal HTML page count. A rush slot is accepted only when inputs and reviewer availability fit the actual capacity.
How quotes are structured →