Scope the FY2026 documentation cycle for the Falcon group and prepare the proposal and engagement letter. Start from last year’s scope. Prior materials attached.
DOCScope FY2025
XLSFee Schedule
EMLClient Correspondence
Checking
Memory
File system
Institutional knowledge
Engagement playbook
SOPs
Consulting
C-Team · compliance scope
B-Team · benchmark scope
Aligning with you
Draft 1 · For your review
DOCProposal Falcon
Fee basis · assumption
Entity count · confirm
Timeline · draft