AECO_Contracts_and_Proposals/Out-in-the-Open/Master Proposal/_Master Proposal_small job.md

Proposal for OpeningDesign's Architecture & Structural Engineering Services

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For:

XXX

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Hi Kyle,

Thank you for the chat the other day. We’re excited to have the opportunity to share the following proposal.

Although a more nuanced list of requirements will undoubtedly unfold as the project evolves, on a high-level, I understand that this project will include the following list of requirements/priorities.

• Project address: 6273 Irving Drive, Sun Prairie, WI 53590
• New ~14ft x ~27 three season porch, with attached exterior deck.
• New exterior stairs down to lawn
• Looking to go with exposed rafter, verses prefab trusses
• additional electric fire place opposite the existing fireplace

The following is a breakdown of services and phases we anticipate for your project.

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Phases & Scope of Services

Phase 1 - Programming

• Conduct zoning & building code analysis
• Measure, model, and draft up the existing conditions relative to the scope of work

Phase 2 - Schematic Design & Phase 3 - Design Development

• Architecture & Interior Design
  • Floor Plans
  • Demolition plans, if applicable
  • Exterior Elevations
    • Of the scope area only, not the entire building
  • (1) Wall Section

Phase 4 - Construction Documents

• Architecture & Interior Design
  • Site Plan
    • We will use Google Aerial to get a general site layout, but this is not intended to be an official Certified Survey Map.
      • For this project, we assume the AHJ will not require one.
  • Demolition plans
  • Floor plans
    • This only includes the scope area, not the entire floor plan or existing building.
  • Roof Plan
  • Wall Sections
• Structural
  • Foundation plan
  • Floor plans with structural member sizes
  • Structural calculations, if necessary

Phase 5 - Bidding and Issuing for Permit

• Issue the drawings for building permit review
  • Provide the city/town/village, reviewing the drawings, with any additional drawings and/or clarifications they may request after their initial review. This happens quite often and is a normal part of the process.

Post Permit Changes

At times, our clients may propose alterations relatively late in the process, typically in Phase 4 and beyond. If these changes are small enough and submitted early, we can usually incorporate them into the base bid. However, if they are substantial and submitted too late, we will inform you and issue a not-to-exceed change order for your approval before initiating any work.

Should you choose to reissue a revised permit with these changes at a later date, please note that any additional work mandated by the Authority Having Jurisdiction (AHJ) for this revised permit is not covered in the base bid. Such additional work will be billed at an hourly rate as outlined in the enclosed billing rate schedule.

While we will strive to make post-permit changes code compliant, if you opt not to resubmit the plans to the AHJ for reapproval, OpeningDesign cannot assume liability for potential rework resulting from drawings that are not code compliant upon re-review or inspection.

Any change to the plans post-permit requires AHJ re-review and reapproval. It is your responsibility to inform us if you wish to resubmit. In some cases, major changes will necessitate resubmission to the AHJ, irrespective of their size.

Given the multifaceted nature of the building code, which is sometimes subject to local interpretation, we require the approval of the governing body (AHJ) to mitigate both our and your risk of liability. This requirement applies not only to construction after the initial permit issuance but also to any work performed before the first permit issuance.

Phase 6 - Construction Administration

• Architecture & Interior Design
  • Site visits
    • Assuming 1 every 4 weeks (additional site visits, if necessary, will be billed at hourly rates outlined in this proposal, including mileage costs)
  • Respond to RFIs (request for information)
  • Review shop drawings and submittals

Termination

When construction starts, our job is not over. Our involvement during this phase is typically just as important as the earlier phases, as quite often, due to accelerated schedules, we continue to work out the remaining details of the design.

In addition, our periodic on-site observation allows us to catch any construction errors and/or quality problems.

Having said this, you are free to stop our services at any time, and at any phase, however, as our involvement is crucial in all the above phases, if you terminate our service before the end of construction, we would be required to remove our name as the architect/engineer of record from the AHJ (Authority Having Jurisdiction), and would no longer be professionally liable for any errors and omissions that might be exposed later in the project. Our involvement throughout the project is crucial to minimizes our liability, as well as yours.

• Either party may terminate this agreement without the need to provide a specific cause. To initiate this termination, written notice must be given to the other party. The agreement will officially conclude on the date stated in the notice. > * In the event of a termination without a specific cause, it's important to note that the client is responsible for compensating OpeningDesign for services rendered and expenses incurred up to the termination date. > * In case of termination, OpeningDesign or the client shall promptly return to the all documents, plans, or property owned by the other. > * In the event of termination without a specific cause, OpeningDesign shall make reasonable efforts to conclude any ongoing work or to facilitate a smooth transition to another architect. Please be aware that OpeningDesign will not assume responsibility for any delays, additional costs, or damages incurred by the client as a result of such termination.

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Services not included:

Although we can provide the following services, we assume either they are not necessary or will be provided by a 3rd party via the GC or directly contracted through you.

Please lets us know if you would like us to include any of the following.

• Sizing or designing any structural steel, or any other atypical residential framing--that is, those approaches not prescriptively outlined in the Uniform Dwelling Code.
• As-built drawings for areas outside the scope.
  • Sometimes an AHJ will request additional floor plans outside the scope area.
• Civil engineering
  • Storm water management/calculations
  • Grading and erosion control plan/details
  • Storm water management/calculations
  • Retaining wall design
• HVAC/Mechanical Design
• Electrical Design
• Lighting Design
• Plumbing Design
• Food Service or Commercial Kitchen Design
• Furniture, Fixtures & Equipment (FF&E) services
• Interior design
  • Picking out interior finishes
• Casework/millwork elevations
• Large scale casework/millwork details
• Large scale interior details
• Long form (book) construction specifications
• Landscape design
• Structural work associated with shoring during construction
• Land Surveying
• Low Voltage Design
• Audio/Visual Design
• Extensive energy modeling beyond prescriptive requirements
• LEED Design
• LEED Commissioning
• Hyper-Realistic Renderings
• Detailed Cost Estimation
• Fire Alarm
• Fire Protection (Sprinklers)
• Security
• Signage Design/Layout
• Acoustical Engineering Services
• Geotechnical Engineering
• Environmental Studies and Reports
• Materials testing or inspections
• Information Technology
• Legal Survey
• Closeout Record Documents
• Testing and Balancing of Installed Equipment
• Environmental Studies
• Commissioning Services
• Moving Coordination
• Post-occupancy Elevation/Studies
• Maintenance and Operational Programming
• Building Maintenance Manuals
• Post-occupancy Evaluation
• Extensive decorative finish studies
• Art selection
• Artwork Production Services
• Additional art commission services may be provided to client and quoted separately

Proposed Fee:

	Phase	Not-To-Exceed	Estimated Duration
10.00%	Phase 1: Pre-Design & Programming	$490	0.8 wks
15.00%	Phase 2: Schematic Design	$735	1.1 wks
20.00%	Phase 3: Design Development	$980	1.5 wks
30.00%	Phase 4: Construction Documents	$1,470	2.3 wks
5.00%	Phase 5: Bidding and Issuing for Permit	$245	0.4 wks
20.00%	Phase 6: Construction Administration	$980	n/a
100.00%	All Phases	$4,900	6.1 wks

Hourly Rates

Architecture
Principal	$100/HR
Project Architect	$80/HR
Intern	$60/HR

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Reimbursable expenses include:

• Transportation in connection with the project for travel authorized by the client (transportation, lodging and meals)ff
  • $1.00 per mile for travel
  • Hourly billing rates while traveling
• Communication and shipping costs (long distance charges, courier, postage, dedicated web hosting, etc.)
• Reproduction costs for plans, sketches, drawings, graphic representations and other documents
• Renderings, models, prints of computer-generated drawings, mock-ups specifically requested by the client
• Certification and documentation costs for third party certification such as LEED
• Fees, levies, duties or taxes for permits, licenses, or approvals from authorities having jurisdiction
• Additional insurance coverage or limits, including additional professional liability insurance requested by the client in a excess of that normally carried by the designer and the designer’s consultants
• Direct expenses from additional consultants not specifically outlined in this proposal

Reimbursable expenses include an additional 15% to cover in-house administration, handling, and financing.

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Boilerplate

• We will deliver invoices on a monthly basis based on scope complete, with payment due within 30 days of receipt. Invoices overdue past (60) days will be interpreted as an order to stop work on the project and a basis for termination of contract.

• We are not responsible to select a general contractor or guarantee workmanship performed by contractor or other parties. We can, however, make suggestions or recommendations for craftsman or contractors for Client to consider

• We not responsible for the exploration, presence, handling, and/or adverse exposure of any hazardous materials, in any from. Including, but not limited to asbestos products, polychlorinated biphenyl (pcb) or other toxic substances.

• Both Parties agree to communicate about any pertinent information and known changes to the project scope in a timely manner by writing.

• In the event of premature project termination, we will bill for percentage of work completed to date, based on the enclosed hourly rate.

• If you decide to forgo the project, fees, from all phases complete, are due regardless of the following scenerios:

  • Construction costs are more than you expected, for whatever reason.
  • Code requirements, required by the AHJ, at any phase of the project (other than the 6th phase (Construction Administration), make construction costs too costly to continue with the project.

• This proposal is valid for 90 days.

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We sincerely appreciate the opportunity to submit this proposal and look forward to the potential of a fruitful collaboration in the future.

If I have included a service, within this proposal, that is not necessary and/or one that you would like to include, please let me know.

If the terms of this proposal are acceptable please sign in the space offered below and remit a $2500 retainer.

Finally, please don't hesitate to contact me should you have any questions or need clarification about the proposal--would be more than happy to sit down and have a more nuanced discussion.

Kind Regards,

Ryan Schultz ryan.schultz@openingdesign.com 773.425.6456 17 S. Fairchild, FL 7 Madison, Wisconsin 53703

Authorized by:

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• Company:

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• Date:

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License

Per usual, unless otherwise noted, all content associated with OpeningDesign projects is licensed under an open source, 'copyleft' license: Attribution-ShareAlike 4.0 International (CC BY-SA 4.0) . Attribution to be given to the entire team associated with the project.