📋 Statement of Work v2 — June 8
SOW documents updated with Josh's feedback, expanded donor portal scope, and revised terms
Original Template
Lisa's SOW template — all blanks, DFL fills in numbers
Google Drive ↗Filled-In SOW
v2Milestone-based pricing · M4 $240K (v1.2) · 6% equity · 90-day cancel
Google Drive ↗Counter-Proposal
v2$49K/mo retainer × 18 mo = $882K · 6% equity · Josh's notes incorporated
Google Drive ↗📝 Josh's Negotiation Notes New
Key positions from Josh's review — all incorporated into v2 documents
Stabilization & GTM Prep
$80,000 Months 1–3Homepage rebuild, analytics instrumentation, email flows, DNS stabilization
Landing Page Mocks
Dopple Homepage — Role Selector
Figma sandbox homepage with role cards (Parents, Donor, Service Providers, Investors), feature sections, and linked product routes. No preview chrome.
Dopple Homepage — Claude Draft
Lisa's proposed landing page redesign. Self-contained HTML with inline styles — forest/teal palette, grant matching hero, "How It Works" flow.
Beyond "just hosting an HTML file"
- Component extraction — break monolithic HTML into React/Next.js components for the existing codebase
- Backend integration — connect CTAs to registration API, eligibility check endpoints, Stripe checkout
- Auth flows — wire sign-up/login to existing Firebase auth + Dopple user service
- Asset optimization — replace inline base64 images with CDN-hosted, compressed assets; lazy loading
- Responsive QA — test across breakpoints, fix mobile nav, touch interactions
- Analytics — instrument GA4, Clarity heatmaps, conversion funnels for each CTA
- SEO & meta — structured data, OG tags, sitemap, canonical URLs
- A/B testing infra — split test this vs current vs enhanced variants
- Content management — stats, copy, and eligibility criteria need CMS or config-driven updates
- Accessibility (WCAG 2.1) — color contrast, keyboard nav, screen reader labels, focus management
- Performance — eliminate render-blocking inline CSS (~55KB), implement code splitting
Site Audit & Fixes
Technical audit of thedopple.com — broken subdomains, UX issues, open APIs, and recommended fixes.
Documents
Platform Analytics & Retention Tooling
$100,000 Day 30–365 ReframedAnalytics dashboards, conversion funnels, onboarding optimization, A/B testing infrastructure, retention metrics
📌 Per Josh: DFL is a dev shop that focuses on development, not user acquisition. This milestone was reframed from "User Acquisition & Growth" to analytics/retention tooling. DFL builds the infrastructure; Dopple handles marketing campaigns and UA strategy.
What DFL Builds
Competitive Intelligence Report
15-page analysis: Starlight deep dive, Findhelp, Single Stop, Propel, gamification case studies, feature matrix, and strategic recommendations.
Gamification Strategy
Donor leaderboards, loot box mechanics, earned economy — applying DFL's social gaming expertise to Dopple.
Live Operations & Maintenance
$7,600/mo All 18 Months Updated10 hours/week dedicated to production support, bug fixes, performance optimization across all deployed systems.
What's Included — 10 hrs/week
Per Josh: 10 hrs/week for the entire 18-month contract. Hours do not roll over. In the counter-proposal, this is folded into the $49K/mo retainer.
The Family Capital Foundation — Donor Portal
$240,000 Day 120–270 3× Scope IncreaseFull FCF portal per v1.2 spec — 10 pages, Stripe + Chariot/DAFpay, checkout integration, Pacific Clinics partner portal, automated reporting
⚠️ Major scope increase (v1.0 → v1.2): Original spec was ~20 lines (3 pages, basic auth, $110K). Spec v1.2 is a full product: 10 pages, 2 payment integrations (Stripe + Chariot/DAFpay), checkout round-up/tip on dopple.com, Pacific Clinics partner portal with HIPAA considerations, automated quarterly/annual reporting, "Let Dopple Allocate" AI feature. Estimate revised to $240K.
v1.2 Spec Breakdown — 10 Pages
Click to expand full scope
📄 10 Pages
- Homepage (hero, stats, cause categories)
- Donor Dashboard (portfolio, impact metrics)
- 5-Step Onboarding Flow
- Allocation Settings (cause chips, geography)
- Impact Page (real-time metrics)
- For Donors (FAQs, testimonials)
- About Page
- Contact Page
- Partner Portal (Pacific Clinics)
- Statements (quarterly/annual)
💳 4 Capital Intake Channels
- Round-up at checkout — dopple.com integration
- Tip at checkout — $3/$5/$10 options
- Individual donors — $1K–$50K portal
- DAF/Foundation — $50K+ via Chariot/DAFpay
🔧 Key Integrations
- Stripe (payments)
- Chariot/DAFpay (Fidelity, Schwab, Vanguard, BNY Mellon)
- Pacific Clinics partner dashboard
- "Let Dopple Allocate" AI feature
- Automated PDF reports & tax statements
⚠️ HIPAA / 42 CFR Part 2 Consideration
Pacific Clinics partner portal shows clinical outcomes data. Requires HIPAA/42 CFR Part 2 compliance review before handling any protected health information.
Documents
Donor Portal Spec v1.2
NewFull FCF spec — 10 pages, 4 intake channels, Pacific Clinics
FCF Site Design Spec
New10-page design spec — tokens, copy decisions, launch checklist
Donor Portal Spec v1.0 (superseded)
Original requirements — 3 pages, basic auth, $110K
Donor Pitch Deck
11-page deck — founder story, giving tiers ($1K–$50K+)
Figma Designs — Donor Screens
Pages 64–72: DCG homepage, sign-up, allocations, dashboard
Grant Intelligence & AI Matching
$260,000 Day 270–420Full 4-stage AI pipeline: Discovery → Scoring → Partner Matching → Application Drafting. Merged M5 (Grants Engine) + M6 (AI Matching Logic).
⚠️ Major scope escalation: Lisa's Grant Intelligence spec reveals this is far larger than the original SOW suggests. Original estimate was ~$75K — revised to $200K–$300K based on the spec. The counter-proposal prices this at $360K (9 months × $40K/mo).
AI Pipeline Architecture
Discovery
Aggregate grants from Instrumentl, Grants.gov, SAM.gov, Candid
Scoring
AI reads & scores grants against org profile, priorities, and capacity
Partner Match
Match grants to nonprofit partners based on eligibility & alignment
Drafting
AI drafts grant applications with RAG-powered content generation
Full Spec Breakdown
4 build phases spanning 7+ months — click to expand
Phase 1 — Foundation (6–8 weeks)
- Grant database schema & ingestion pipeline
- 5+ API integrations (Instrumentl, Grants.gov, SAM.gov, Candid, Dopple Platform)
- Basic search & filtering interface
Phase 2 — AI Scoring (4–6 weeks)
- AI grant reading & comprehension engine
- Multi-factor scoring model (eligibility, alignment, capacity, funding history)
- Score explanation & confidence visualization
Phase 3 — Partner Matching (4–6 weeks)
- Nonprofit partner profile system
- AI matching logic (overlaps with M6 scope)
- Recommendation engine with match quality scores
Phase 4 — Application Drafting (6–8 weeks)
- RAG pipeline for org-specific content generation
- Inline document editor with AI suggestions
- Review & approval workflow
- 4 dashboard views (Discovery, Pipeline, Analytics, Settings)
⚠️ Key Concerns
- API costs — Instrumentl, AI model inference, SAM.gov polling are ongoing Dopple operating expenses
- Dopple Platform API — spec assumes an API that may not exist yet; adds dependency
- Quality targets — 85% relevance accuracy for AI scoring is aggressive for v1
- Prototype → Production gap — spec reads like a prototype plan; production hardening adds 40-60%
Documents
Future Features — New SOW Required
$175/hr As Needed UpdatedAny features beyond documented scope require a new Statement of Work with separate funding.
📌 Per Josh: "Any additional new features would be a new SoW with new funding." This is no longer a change-order process — it's a clean break requiring a new contract with new budgeting.
New SOW Process
📂 Project Documentation
Technical specs, data models, and project planning — open folder in Google Drive ↗
01 — Tech Stack & Architecture
Full subdomain map, frontend/backend stack, third-party integrations
02 — Data Model & API Reference
API endpoints, entity schemas, full catalog inventory with counts
03 — Collaboration Roadmap
4 pillars status, key people, action map, DFL value prop, phasing
04 — Issues, Bugs & Tech Debt
Critical issues, dead subdomains, open API, UX problems, security notes
05 — Hardening Sprint
Track 1 (workspace), Track 2 (landing page), access request templates, deliverables checklist
Archived / Superseded Mocks
Earlier explorations kept for reference. Active Figma homepage is under Milestone 1; donor portal mock is under Milestone 4.
📋 v2 Change Log
All changes from the June 7–8 weekend update