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Q: Commerical Real Estate development proposal formats ( Answered,   0 Comments )
Subject: Commerical Real Estate development proposal formats
Category: Business and Money
Asked by: bazza123-ga
List Price: $50.00
Posted: 28 Jul 2003 20:59 PDT
Expires: 27 Aug 2003 20:59 PDT
Question ID: 236396
Where can I get professional quality templates for commercial real
estate development proposals, planning, funding etc..
Subject: Re: Commerical Real Estate development proposal formats
Answered By: umiat-ga on 29 Jul 2003 13:21 PDT
Hello, bazza123-ga!

 I have provided you with some choices that might meet your needs. I
am assuming you are a developer and that when you mention templates
for "planning and development" you are speaking of project proposals
and bids, and "funding" relates to bank or private venture financing
(not grants, which are a whole different ballgame).

 If I have assumed incorrectly, please let me know in a clarification
and I will try to search further.


 If you are simply looking for templates without all the construction
aspects, you can use a simple package like Proposal 

For a list of proposal kit packages, see:

Construction #1 Pack
Includes 57 editable Word proposal templates 
Customizable with your logos and information
Includes Sample Proposals Vol 1 - Lite ($27 value) 
Includes Sample Proposals Vol 2 - Lite ($27 value) 
10 complete PDF sample proposals with over 100 pages of sample
material included
Usable by virtually any business 

Here is a sample construction proposal template:


If you are seeking a more extensive software package for construction
development, Quickbooks seems to be the software of choice for
developers/contractors due to it's ability to link with other software

QuickBooks Premier Contractor Edition 2003/ Business Plan Pro 2003

*** (Quickbooks allows integration with other software programs so you
can incorporate most everything you need!) ***

Product Information:

"Designed specifically for the business needs of construction
contractors, QuickBooks Premier: Contractor Edition 2003 organizes all
your business finances-checks, estimates, change orders, invoices and
job costing information-so you're always in control. You can convert
your existing data, and it looks and feels just like other QuickBooks
products, so you know its easy to learn and use"

More form customization options:
"Tired of "squeaking by" with forms that don't work the way your
business does or don't project the right image? QuickBooks now gives
you dozens of new ways to customize forms, so your estimates,
proposals, contracts and invoices can support your business 100%. For
instance, you can add and remove fields right from the layout
designer. Include multiple instances of the same field. Add text
boxes. Insert as many as 256 images into a form (in gif, jpeg, bitmap
or other graphical formats). Add colored borders in a variety of
styles, fill boxes with color, add lines in a variety of styles.
You're in control!"

More professionally designed forms:
"Win the respect of your prospects and customers with
professional-looking, customized business forms. No design skills
needed! Now, you can choose from more than 100 professionally designed
forms-many created specifically for the construction industry."


** Software you might want to integrate with Quickbooks to "complete
the package":**

Business Plan Pro 2003 Premier by Palo Alto Software Inc
Version: 2003
Works with: QuickBooks 2002 editions, QuickBooks 2003 editions

"Many business people waste hundreds of hours creating their business
plans by writing them in word processing and spreadsheet programs -
this requires formatting, programming and extra administrative work
that will not add to the substance of your plan nor your knowledge of
your business. Business Plan Pro does the formatting, suggests the
topics that you should include in your plan, and gives you
preformatted spreadsheets that will ask you for only inputs. Business
Plan Pro creates a great looking document, while you focus on the
substance of your plan and those issues that impact your bottom line."

Business Plan Pro and QuickBooks:
"Bring your planning and accounting together with QuickBooks and
Business Plan Pro 2003. Business Plan Pro 2003 works with QuickBooks
allowing users to save hours by effortlessly incorporating categories
and business figures from their QuickBooks bookkeeping files into
their business plans. QuickBooks users can work easily with a business
plan in Business Plan Pro that matches the bookkeeping system in

"400+ Sample Plans Included: Use one of our sample business plans to
get you started. Business Plan Pro 2003 now includes 400+ sample
plans, the most extensive library of diverse plans in existence.
Select the plan that mirrors your general business concept, and use it
as a guide to help you write your own. Each of these plans can be used
as an example while you write your plan, or can be edited directly
using Business Plan Pro."

More Help and Support: 
"Every topic and table offers complete instructions and one-click
examples whenever you need them. No other software offers this level
of assistance as you create your plan. The EasyPlan Wizard offers
instructions and examples throughout the creation of your business
plan, wherever and whenever you need help."

Expert Plan Analysis:
"Use the Plan Review feature to help determine areas for improvement
in your plan. This dynamic and unique tool highlights key sections of
your plan that may need additional work. The Plan Review checks to see
that you have realistic growth rates, a solid break-even analysis,
manageable cash flow projections, and more."

Easy to Use Complete Business Plan Financials:
"Follow the EasyPlan Wizard as it guides you through your business
plan tables, with instructions and examples for each as well as
context-sensitive help. All the tables you need in a business plan are
already linked together, financially and mathematically correct, and
surrounded by easy to follow instructions and explanations. Just plug
your numbers in and let Business Plan Pro do the rest."

8,000+ Industry Profiles Included: 
"We help you write a winning plan by providing you with the
information that your colleagues, lenders and investors will trust and
respect. This collection of data is one of the most comprehensive you
will find. The software helps you find your Standard Industrial
Classification code (SIC code) and the information is integrated into
your plan. It just couldn't be easier."

Preferred Format:
"Business Plan Pro 2003 uses a format that meets the most stringent
requirements of banks, the Small Business Administration (SBA), angel
investors, and venture capitalists. The format, content and
presentation of the plan will impress them all. Your final document
will be collated and organized for you, complete with a cover sheet, a
table of contents and your selected appendices in a complete and
impressive plan."

** For additional software that links with Quickbooks, see: **


 Also see UDA Construction Office (which does include light commercial


I don't know if the following software would offer anything in
additional applications since it is primarily geared toward Realtors:

Real Estate Development Analysis V.10

"REDA V10.0 will help real estate investors and developers to analyze
all phases of the development process:   Land Acquisition, Soft Costs,
Hard Costs, Construction Loans, Sales Schedule, etc... Now w/ Reports,
Charts, and More...

Price: $149.00 

Available from


 If I have misconstrued your question and you are actually seeking
grant-writing proposal templates or something else entirely, please
let me know. I will be happy to assist further if I can!


Google Search Strategy
+template OR +forms +commercial real estate +proposals
+templates AND commercial construction
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