Fixed-Fee Second Look Reviews

Have an experienced owner's representative check your bids, contract, pay application or change order before you sign or pay. Each review is a fixed fee, includes a written summary and a 30-minute call, and is typically delivered in 3 to 5 business days. Not sure which review you need? Start with a 60-minute advisory call.

Fixed-Fee Reviews

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All three Owner's Toolkit templates in one download. Save $28 compared with buying them separately.

  • Bid Leveling Workbook: compare up to five bids on equal terms and price each bidder's scope gaps
  • Pay App & Change Order Review Kit: check billing against work in place, verify retainage and lien waivers, and log every change order
  • Budget & Contingency Tracker: track committed, paid and forecast costs and see whether contingency is on pace

Built by an owner's representative with $165M+ in projects managed. Each workbook includes a "How to Use" tab and a worked example.

Delivery: Instant download after checkout (.zip containing three .xlsx files). Works in Microsoft Excel and most spreadsheet apps.

Templates for your own projects; not legal, accounting or engineering advice. Digital downloads are non-refundable once downloaded. Subject to Ridgeline's Standard Terms.

$99.00

Know where your project money stands every month. This Excel tracker covers the whole budget (construction, design, permits, furniture, IT and moving), not just the contractor's contract.

What's inside

  • Budget sheet with original budget, transfers, committed, invoiced, paid, estimate to complete, forecast and variance for every line
  • Contingency log that moves money between budget lines automatically and keeps an audit trail
  • Budget health panel that tells you whether contingency is being used faster than the work is progressing
  • Overrun warnings on any line forecast over budget
  • Step-by-step "How to Use" tab and a worked example

Delivery: Instant download after checkout (.zip containing one .xlsx file). Works in Microsoft Excel and most spreadsheet apps.

Need someone to run it for you? See Ridgeline's fractional owner's rep support.

Template for your own projects; not legal, accounting or tax advice. Digital downloads are non-refundable once downloaded. Subject to Ridgeline's Standard Terms.

$49.00

Don't approve a payment you aren't sure about. This Excel kit helps you check a contractor's monthly pay application against what's actually built, and keeps every change order in one clean log.

What's inside

  • Pay app review sheet: schedule of values, your own percent-complete estimate, and automatic flags where billing runs ahead of the work
  • Retainage and payment-due math, compared with what the contractor requested
  • Approval checklist covering California statutory lien waivers, stored materials and change orders
  • Change order log with revised contract sum, pending exposure and schedule days
  • Change order pricing check that tests markups against your contract

Delivery: Instant download after checkout (.zip containing one .xlsx file). Works in Microsoft Excel and most spreadsheet apps.

Want an expert to review it for you? See the Second Look pay app and change order review.

Template for your own projects; not legal, accounting or engineering advice. Digital downloads are non-refundable once downloaded. Subject to Ridgeline's Standard Terms.

$29.00

Is the lowest bid really the lowest? This Excel workbook lines up up to five general contractor bids on equal terms, so you can see what each one will actually cost you before you sign.

What's inside

  • Bid leveling sheet by cost division, with fee, insurance, bonds and alternates
  • Scope checklist of 21 commonly excluded items (permits, testing, temporary utilities, low voltage and more) that prices each bidder's gaps automatically
  • Leveled summary that ranks bidders and warns you when the lowest bid as submitted isn't the lowest after leveling
  • Clarification log for written questions and answers
  • Step-by-step "How to Use" tab and a worked example

Delivery: Instant download after checkout (.zip containing one .xlsx file). Works in Microsoft Excel and most spreadsheet apps.

Want an expert to check your bids instead? See the Second Look bid leveling review.

Template for your own projects; not legal or engineering advice. Digital downloads are non-refundable once downloaded. Subject to Ridgeline's Standard Terms.

$49.00

Getting contractor bids that don't line up? Ridgeline normalizes your general contractor bids line by line so you can compare them fairly before you sign.

What you get

  • Side-by-side bid leveling spreadsheet (scope, allowances, alternates, exclusions, markups)
  • Flagged scope gaps, exclusions and qualifications that change the real price
  • A list of clarification questions to send each bidder
  • A written recommendation memo and a 30-minute review call

How it works: After checkout you'll receive an intake email to upload bid documents and drawings or a scope summary. Delivery is typically within 5 business days of receiving complete documents.

Advisory services only. Ridgeline does not provide legal or engineering opinions. Services are subject to Ridgeline's Standard Terms.

from $750.00

Before you sign a construction contract, have an experienced owner's representative review the business terms from your side of the table.

What we review

  • Contract sum, GMP and savings split, contingency and allowances
  • Retainage, payment terms and pay application requirements
  • Schedule, substantial completion and liquidated damages
  • Change order pricing, markups and approval process
  • Insurance, warranties and closeout requirements

What you get: A written risk memo with recommended negotiation points, a list of items for your attorney, and a 30-minute review call. Works with AIA A101/A201, ConsensusDocs or contractor-provided agreements.

How it works: After checkout you'll receive an intake email to upload the draft agreement and exhibits. Delivery is typically within 5 business days.

Business and risk review only. This is not legal advice; Ridgeline recommends review by your attorney before signing. Services are subject to Ridgeline's Standard Terms.

$950.00

Don't approve a payment or change order you aren't sure about. Ridgeline checks it before your money goes out the door.

What we check

  • Schedule of values vs. actual percent complete
  • Stored materials, retainage math and prior payments
  • Conditional and unconditional lien waivers
  • Change order scope, pricing reasonableness and markups

What you get: A short written summary with recommended approval, adjustments or questions for your contractor. One pay application or up to three related change orders per review.

How it works: After checkout you'll receive an intake email to upload the documents. Typical turnaround is 3 business days. Ongoing support is available through a monthly fractional engagement.

Advisory services only. Not legal or engineering advice. Services are subject to Ridgeline's Standard Terms.

$350.00

A focused, 60-minute video or phone session with an experienced construction project manager and owner's representative. Bring your questions on budgets, contractor selection, delivery methods, schedules, change orders or a problem on an active project.

How it works: After checkout you'll receive an email to schedule your call and share any documents in advance. If you go on to engage Ridgeline for a review or fractional support within 30 days, the call fee is credited.

Advisory services only. Not legal or engineering advice. Services are subject to Ridgeline's Standard Terms.

$200.00

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