If your trying to put a bid/scope of work together, typically, the level of choice is down to the MCC or 480V power panel level. Below that is not being typically proposed. You will also want to specifically state to do it according to IEEE. You also need to define who gathers data, who prints stickers, who applies stickers. Are you going to make recommendations for improvements if the level is higher than 4, 3, or what? Are you also going to check coordination on relays? How are they going to keep the system updated after the initial study? What form will the findings be presented in, e.g. program print out, summary report, detailed report, etc.
It is important to state what you are including, it is just as important to state what is additional service.
FYI: Data gathering is the most costly portion of the whole work. Options
are to have engineer do it (most expensive), have Contractor do it as a sub to engineer, have contractor do it as service paid by Owner, or have Owner do it himself. The best approach I've seen is to have the Owner hire an electrical contractor to do the data gathering; with data sheets and oversight provided by engineer. This helps keep the cost down.