Financial proposal

The financial proposal takes the phases of your methodology and the people retained in section 6, and lets you put hours against them. Clarido computes everything else.

Clarido proposes no hours

This is deliberate. Clarido pre-fills what it can ground — the rate on each person's profile, your usual values, the envelope read in the RFP — and nothing it cannot: no project in your library carries hours. An invented split would look like a proposal, and it is the number you commit to.

Two ways to enter hours

You can give a person's total: it spreads across their phases in proportion to what is already entered there, and the rule is shown on screen. If the person has no hours yet, the split is equal and the screen says so.

You can also correct the detail phase by phase: expand a phase and adjust each person. The two tables sum the same hours along two different axes; they always reconcile.

An unknown amount is never zero

A person without a rate shows "rate to be set", not $0 — zero would say "free". The phase carrying them shows "partial amount", and the total warns that it is a floor while a rate is missing. With no target envelope there is no gap shown: a gap of $0 would claim your proposal lands exactly on a budget nobody gave.

A cost line without a basis does not ship

"Travel: $1,350" without saying where $1,350 comes from is the first line an evaluator challenges. Every line therefore carries its basis: a count times a unit cost, a percentage of fees, or an amount with its note. A line without a basis stays on screen, counted in a note, out of the total — never silently dropped.

What you deposit for next time

"Save these rates to the profiles" copies this bid's rates onto your resources' profiles: your next bids will start from there. This deposit does not flip your Positioning to "your library has changed" — an hourly rate is not a proof. "Update your usual values" keeps your travel cost and contingency rate for next time.

When the tender imposes a price schedule

Read the price schedule picks up the imposed lines and personnel categories, each one quoted. Section 10 then follows their order and wording. Your people fold into the categories at a single rate weighted by hours. An item goes onto a line, out of the schedule (counted outside the total) or outside the schedule as an added line. What Clarido places on its own is marked “deduced”. The total stays before taxes.

Inserting

"Insert into the draft" saves first, then writes the table into section 10, where it stays editable. The per-resource detail — with your rates — only goes in if you tick the box: not every client needs to see your hourly rates.