1343 lines
98 KiB
Markdown
1343 lines
98 KiB
Markdown
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<img src="https://raw.githubusercontent.com/OpeningDesign/OD_Marketing/master/Logos/od_icon_logo_2.jpg" width="120px"/>
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</p>
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</div>
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<!--
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<div align="right" >
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<img src="https://dl.dropbox.com/s/64fehzmn6sfaq1g/PHD%20logo.png?dl=1" width="300px"/>
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</p>
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</div>
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-->
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### Proposal for [OpeningDesign's](http://openingdesign.com/) Architecture and Engineering<!-- & Structural Engineering& Interior Design Engineering--> Services
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<!--
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### Proposal for the following services<!--[OpeningDesign's](http://openingdesign.com/)
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- Interior Design
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- Furniture, Fixtures, and Equipment (FF&E) Selection and Procurement
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- Architecture and Engineering
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-->
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---
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**FOR:**
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>
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---
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**Project Location**
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>
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Hi Kaine/Matthew,
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Thank you for the chat the other day. We're excited to have the opportunity to share the following proposal.
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- Redo and/or renovate the existing den area at the back of the house
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- Bolster existing sagging roof
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<!-- 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. -->
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<!--
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>The above list is also included in the following online document...
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https://docs.google.com/document/d/125-xQcU_22aZwW-1699Hmp7ui3n38U7tFa5BBfvOMRc/edit
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>
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>Feel free, at any time, to add/modify this document if you have additional thoughts. This will be a living document throughout the duration of the design.
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-->
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The following is a breakdown of services and phases we anticipate for your project.
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---
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## Phases & Scope of Services
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### **Phase 1 - Programming** <!--*(Fees associated with this phase are discounted at 25%)*-->
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<!--* Architecture-->
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* Conduct zoning & building code analysis
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<!-- * Will have a pre-design meeting with the zoning department -->
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* Measure, model, and draft up the existing conditions relative to the scope of work
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<!-- * The existing 3D model of the building was shared, so this part of the scope will be reduced. -->
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<!-- * If there's existing as-built drawings of the space, less effort would be necessary for this phase. Even less so, if there are CAD-based drawings. Although hardcopy (paper) drawings will also be helpful. Either way, however, we will still need to conduct site measurements to verify dimensions. -->
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<!-- * The city most likely will require an official site survey of the existing area. If needed for any plan commission meetings, or other site approvals by the city, we assume this site survey would be provided by a 3rd party surveyor. -->
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<!-- * For this project, we do not assume this will be necessary -->
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<!-- and will include the following: -->
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<!-- * This proposal does not include a site survey-which we will need for this project. We assume a survey of the existing site (CAD format) will by supplied by a 3rd party surveyor. Ideally, the survey would include: -->
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<!-- * locations of all structures on property -->
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<!-- * location of impervious areas -->
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<!-- * property lines with metes and bounds -->
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<!-- * recorded easements -->
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<!-- * utility locations (buried and overhead) -->
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<!-- * inside the site -->
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<!-- * and in the adjacent right of way (streets) -->
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<!-- * topographical elevations -->
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<!-- * locations of large trees (around new building location only - only if preserving the trees are required) -->
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<!-- * locations of existing houses/structures on adjacent properties (used to determine allowed lakeshore setbacks) -->
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<!-- * supplied as a CAD file to help initiate the architectural site plan -->
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<!-- * This proposal does not include a site survey-which we will need for this project. We assume a survey of the existing site (CAD format) will by supplied by a 3rd party surveyor. -->
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<!-- * At the end of this phase, we provide up to (2) diagrammatic floor plan options which will explore ideal layout and adjacencies of the various spaces throughout the project, as well, as their relation to the site. These design options will address varying approaches in the following criteria.
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* Functional relationship of the various spaces
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* Code restrictions/requirements
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* Structural considerations
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* Mechanical considerations
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* Major equipment locations
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* Plumbing considerations
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* Environmental factors
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* Optimizing Daylight
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* Acoustical considerations
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* Existing site layout
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* Furniture/equipment requirements
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* A few examples of these diagrammatic floor plans
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* [Example 1](https://www.dropbox.com/scl/fi/5pmb2wr57y8f928i93875/20211104-101_W_33rd_St-Site-Layout-Options.pdf?rlkey=2hoooqeafg5gzru3g9j79sxn1&st=kjncz5kz&dl=0)
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* [Example 2](https://www.dropbox.com/s/aehy9hh5f2ih75b/20211118%20-%20Kegonsa_East%20-%20Layout%20Options%20and%20Existing%20Floor%20Plans.pdf?dl=0) -->
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<!--
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* Civil Engineering *(see attached proposal for details)*
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* Boundary Survey and Title Analysis
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* Topographic Collection
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* Existing Site Plan
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* Soils Analysis (Infiltration)
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* This is the phase where we help you define and refine the problem--that is, we help you tease out the list of problems you would like to solve with this renovation. The online, real-time xxx, mentioned above, will be the location where both parties can log your list of requirements and prioritizes.
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Although not crucial, in these earlier phases it's best practice to supply an official survey of the site, as early as possible as it assures the proposed design, as it is laid out on the site, is based on accurate information. It eliminates the potential for any surprises and rework further down the line.
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* Civil
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* Assemble and compose site survey
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* Elevation contours
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* Property Lines
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* Document existing site features
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* Document setbacks/easements
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* Locate existing utilities
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* Water
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* Sewer
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* Electrical
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-----------------------------------------------------------------------------------------------------------------------
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* Conduct research on list of spaces/rooms
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* Conduct structural assessment
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* We can provide a survey of the property, but this proposal assumes one will be provided
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* Provide quick, single-line, site studies and floor plan diagrams
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-----------------------------------------------------------------------------------------------------------------------
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* LEED
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* Facilitate workshop with owner and the various consultants/contractors to determine [LEED credits](https://github.com/OpeningDesign/OD_Library/blob/master/Green/LEED%20Credits%20-%20New%20Construction%20-%20LEED%20v4.md) to prioritize
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* Register project with the U.S. Green Building Council’s (USGBC’s) Leadership in Energy and Environmental Design (LEED) certification program
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-->
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---
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### **Phase 2 - Schematic Design**
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* During this phase we will start developing how the project will be laid out.<!-- out what the look and feel of the project will be --> We will provide up to (2) layouts <!-- design options --> illustrated with the following documentation:
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* Architecture<!-- & Interior Design -->
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* Site Plan
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* Floor Plans
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<!-- * Interior Elevations, if necessary *(key areas only)* -->
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<!-- * we will work with **Anastasiya Craig** to coordinate her finishes with the elevations. -->
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* Building Sections, if necessary
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* Elevations, if necessary *(Of the scope area only, not the entire building)*
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<!-- * 3D renderings/animations -->
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<!-- * [Here's](https://www.youtube.com/playlist?list=PL35WBXQO6nuCUDa5jHtURHCcOp3jXOrtc) a couple examples of past animations we've done. -->
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<!-- * Start coordinating and eliciting feedback from the various subs and/or engineering disciplines. -->
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<!-- * Will begin to suggest a palette of exterior /interior materials (wall, flooring, ceiling, and millwork, etc.) -->
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<!-- * Precedent studies and mood boards -->
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<!-- * Furniture, Fixtures, and Equipment (FF&E) -->
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<!-- - Floor plans will take initial stabs at suggested furniture layout -->
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<!--
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* Provide a schematic/preliminary estimate for cost of construction or help GC with quantity takes-offs
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* LEED
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* Conduct energy modeling analysis to determine ideal orientation, shading strategies and glazing percentages to maximum energy efficiency
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* Compose and distribute **LEED Certification Plan** to consultants/contractors. Includes.
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* LEED points targets
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* Suggested strategies for implementing
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* Roles and responsibilities of the various parties
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* Schedule
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* List of system/component to be certified
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* List of documentation required for submissions
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-->
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---
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---
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### **Phase 3 - Design Development**
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* Here we<!-- , along with our consultants, --> will dial into one design by either refining one of the proposed designs and/or combining the desired aspects of the other design(s) proposed.
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* Architecture<!-- & Interior Design -->
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* Site Plan *(of the scope area only)*
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<!-- * If the AHJ requires it, we will base the site plan on the supplied 3rd party survey, as mentioned above. If they do not, we will use Google Aerial, along with our LIDAR scan, to get a general site layout, but this is not intended to be an official CSM (Certified Survey Map). -->
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<!-- * Does not include, however, an official survey with metes and bounds. -->
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<!-- * Will coordinate with your 3rd party civil engineer. Due to the simplicity of the site layout, a civil engineer might not be necessary. We will only know for sure, when we start coordinating with the city on their exact requirements. -->
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<!-- * For this project, we assume the AHJ will not require one. -->
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<!-- * For this project, depending on the exterior scope, the AHJ might require a CSM. -->
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<!-- * Will include landscaping plan for city review -->
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<!-- * Site Plan, if necessary for possible zoning or plan commission review -->
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* Floor Plans
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* Demolition plans<!-- , if applicable -->
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* Exterior Elevations, if necessary (Of the scope area only, not the entire building)
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<!-- * Exterior elevation done for signage location only -->
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<!-- * Interior Elevations - *key areas only* -->
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* Building Sections
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<!-- * Reflected ceiling plan -->
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<!-- * 3D renderings and animations, as described in Phase 2 -->
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<!-- * Suggest and continue to refine the palette of exterior and interior materials -->
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<!-- * Will provide material boards with physical samples for review -->
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<!-- * Continue to coordinate and eliciting feedback from the various subs and/or engineering disciplines -->
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<!-- - Furniture, Fixtures, and Equipment (FF&E) -->
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<!-- - Will continue to refine indoor furniture section -->
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<!-- - Will start coordinating with furniture vendors-->
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<!-- * At the end of this phase we should have sufficient documentation to achieve any type of local Urban Design Commission and Plan Commission approvals that may be necessary. For this project, however, we do not anticipate that these meetings will be necessary. -->
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<!-- * Please note, this does not include the building permit, which will be applied for in later stages. -->
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<!-- * If a Planned Development (PD) application is necessary, the General Development Plan (GDP) might be submitted half way through this phase, followed by the Specific Implementation Plan (SIP) at the end of this phase. -->
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<!-- * Please note, if these AHJ meetings are necessary, this proposal assumes one attempt at applying for a city approval. If a redesign is required, and/or additional applications are necessary, we can either charge hourly for our services, or you can request we provide an adjusted proposal before moving forward. -->
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<!--* Civil Engineering (see attached proposal for details)
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* Grading and Erosion Control Plan
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* Shoreland Zoning Permit Application
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* Shoreland Erosion Control & Mitigation Report
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* Vegetative Buffer Plan (If required)-->
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#### Early General Contractor(GC) Involvement
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>
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> At the conclusion of this phase, we strongly advise sharing these drawings with your chosen contractor for preliminary estimates. Despite their 'schematic' nature at this point, the drawings will be developed sufficiently for your contractor to provide a rough estimate. While this estimate may have a margin of error due to the drawings not being 100% complete, an experienced general contractor should be able to provide an accurate enough assessment. This evaluation helps determine the financial feasibility of the planned scope and whether it's prudent to proceed to the more time-intensive fourth phase—Construction Documents.
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>
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>Moreover, involving an experienced General Contractor (GC) and potentially their subcontractors early in the process can yield valuable insights into local supply chains and construction conventions. This early involvement aids in value engineering the project, facilitating the achievement of target costs at an early stage. In essence, making design adjustments earlier in the process is more straightforward compared to value engineering a fully detailed project in the later stages of design.
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<!-- >Having been in the business for many years, we would be happy to suggest a list of contractor we trust and enjoy working with. Just let us know. -->
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<!--
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* If necessary, we will help suggest qualified GCs to help with the estimates.
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* Civil Engineer
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* Structural Engineer
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* Mechanical Engineer
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* Electrical Engineer
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* Plumbing Engineer
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* Lighting Designer
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* Kitchen consultant
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* Civil
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* *Some scope items might not be necessary depending on the municipality requirements*
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* Storm water management/calculations
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* Grading and erosion control plan/details
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* Site stabilization details/methods.
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* Sediment control measures
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<!--* Fire lane plan
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* Utility Plans
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* Water
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* Sewer
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* Storm
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* Fire Hydrant
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-----------------------------------------------------------------------------------------------------------------------
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* LEED
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* Modify and update **LEED Certification Plan** as appropriate
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* Provide shortlist of potential green building products and materials
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-----------------------------------------------------------------------------------------------------------------------
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* At the end of this phase we shall have sufficient documentation to apply for a zoning variance.
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-->
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---
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### **Phase 4 - Construction Documents**
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* Out of all the phases listed in this proposal, the **Construction Document** phase is the most labor intensive. This is the phase where we dial into the exacting details of the design. We, along with our consultants, propose to provide the following construction documents for your project.
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* Architecture & Interior Design
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* Code summary
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<!-- * ADA requirements, if applicable -->
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<!-- * Life safety plan -->
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<!-- * Emergency and exit sign layouts -->
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* Site Plan (the scope as outlined in previous phases)
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* Demolition plans<!-- , if applicable -->
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* Floor plans
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* Roof Plan
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<!-- * Reflected ceiling plan -->
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<!-- * Does not include lighting, however. We assume the lighting design will be worked out the GC's electrician. -->
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<!-- * Lighting -->
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<!-- * Will suggest lighting layout locations -->
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<!-- * Along with **Anastasiya Craig**, we will help pick out decorative fixtures, however, we assume the majority of the utility lighting will be spec'ed and supplied by you or the GC's electrician -->
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<!-- * Does not include switching/lighting controls. We assume this will be coordinated with the electrician. -->
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<!-- * We assume all new lighting will match existing -->
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<!-- * Does not include picking out fixtures -->
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<!-- * Finish Plans -->
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* Building Sections
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* Building Elevations
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* Wall Sections, if necessary
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<!-- * Stair sections, if necessary -->
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<!-- * [Large scale](http://openingdetail.com/gallery/) exterior/interior details, as necessary -->
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<!-- * Interior elevations of key areas only -->
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<!-- * Does not include millwork/casework elevations. We assume these will be design/built directly with the GC's, or your direct, vender. -->
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<!-- * Includes millwork/casework elevations -->
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<!-- * Does not include finishes -->
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<!-- * Does not include [large scale](http://openingdetail.com/gallery/) detailing of these components as we assume we will refine the details in coordination with the the casework contractor -->
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<!-- We assume all casework will match existing. -->
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<!-- * Interior elevations are not included, but will include elevations and enlarged plans of ADA restroom layouts. -->
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<!-- * Schedules -->
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* Door Schedule, if necessary and door hardware schedule
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* does not include hardware, we will work with the GC's hardware vendor to dial in on specifics.
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* Window schedule, if necessary
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<!-- * Finish schedule -->
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<!-- * Exterior only -->
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<!--* We assume as majority of finishes will match existing-->
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* Energy code check, if necessary (COMcheck/REScheck for example)
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<!-- * We assume no modifications are necessary for energy code compliance. If so, we will charge hourly, beyond this contract, to provide measures to address code compliance. -->
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<!-- * General specifications -->
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* Structural
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<!-- * As is typical with [PEMB](https://www.google.com/search?sca_esv=b7953b605ea5985e&sxsrf=AE3TifMlakHznRs98SR_CwW6CwMyIoRxng:1752008004223&q=pemb+metal+building&udm=2&fbs=AIIjpHxU7SXXniUZfeShr2fp4giZ1Y6MJ25_tmWITc7uy4KIeioyp3OhN11EY0n5qfq-zEN9_erwqcnFXfdSaUzKE2_a_T94MnCiRKPTAQcBTJQ4R5Udh0EbTnxVreOZn3nwcc6a2fC1k6XhCo9nSaevOxgDsnAgDBnBvZIRPI0TgreFlSzq1f3ourhWOeS_fJaLK-ue2rEYcTxWNLk2oHBLcUqY8CEnZQ&sa=X&sqi=2&ved=2ahUKEwjF6_C1kq6OAxUH5ckDHbH0HV4QtKgLKAF6BAgcEAE&biw=1920&bih=919&dpr=1) buildings, that the metal building manufacturer will submit all the necessary permit drawings and calculations for all the structural steel for the building's enclosure. -->
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<!-- * We however will supply... -->
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* Footing and foundation plan.
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* We recommend getting a soils report from a third-party geotechnical engineer to determine the exact bearing capacity of the soil, ensuring accurate foundation sizing. Without this report, we'll assume a soil bearing capacity of 2,000 psi, which may result in oversized (more expensive) foundations. If no report is provided, we are not responsible for soil bearing less than 2,000 psi. We can help you get estimates for a soil bearing report.
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* Floor plans with structural member sizes
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* Does not include sizing of pre-engineered floor/roof trusses. These are usually sized by a 3rd party sub contractor/vendor
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<!-- * Large scale structural details, if necessary -->
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* Structural calculations, if necessary
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* At the end of this phase we should have sufficient documentation to submit for permit. Often times, however, due to accelerated construction schedules, we will submit for permit a portion of the way through this phase, and complete the remaining documentation after the permit has been issued.
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<!--
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* Mechanical
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* Heating/cooling load calculations
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* Floor plans locating and sizing of
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* Equipment
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* Ductwork
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* Natural gas
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* Air terminal & damper schedules
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* Kitchen equipment hookup
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* Typical details
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* Energy code check
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* Specifications
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* Services not included:
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* Extensive energy modeling beyond prescriptive requirements
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* Electrical
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* Major Equipment Locations
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* Receptacle locations
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* Kitchen equipment hookup
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* Specifications
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* Services not included:
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* Low voltage design
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* Telecom design
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* audio/visual design
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* Security system
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* Fire alarm
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* Process equipment
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* Lighting
|
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* Circuiting
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* Layout
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* Fixture Selection
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* Site utilities
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* Site Lighting
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* Services not included:
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* Photometric Calculations
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* Lighting controls
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* Daylight modeling
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* Plumbing
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* Floor plans locating and sizing of
|
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* Equipment
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* Sanitary drainage and venting
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* Water distribution (hot/cold)
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* Plumbing risers
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* Kitchen rough-in sizes
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* Site utilities
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* Specifications
|
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* Services not included:
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* Fire protection (sprinkler) design
|
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* Process equipment hookup
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* Structural
|
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* Specifications
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* Our assumption is that we will work closely with your contracted, or in-house structural engineer. With their input and guidance, however, we will provide all the necessary drafting
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* Furniture, Fixtures, and Equipment (FF&E)
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* Finalize furniture selection, specification, and layout
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* Work with the various furniture vendors to finalize order and delivery schedule
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* Selection, specification and procurement of artwork, décor items, and art framing.
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-->
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> #### Level of Detail
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>Please recognize that the more comprehensive the construction documents, the 1) more precise the General Contractor's (GC) estimates will be, and 2) the fewer surprises will arise regarding the final construction. However, it's worth noting that detailed drawings come with higher design fees and an extended development timeline.
|
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>
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>In many of our construction projects, clients often find a balance. They aim to invest just enough in design fees to secure an accurate bid, understanding that some details may be refined in collaboration with the contractor(s) and OpeningDesign during the project. This approach is particularly applicable when there's a high level of trust with the GC from the early stages and is the suggested approach as mentioned above in the **Early General Contractor(GC) Involvement** section, above.
|
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>
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>If, on the other hand, you prefer more thorough documentation, please inform us. We are open to adjusting this proposal accordingly.
|
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>
|
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|
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|
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<!--
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|
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|
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--------------------
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|
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* Electrical/Low Voltage
|
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* Will provide electrical/low voltage layout, but does not include electrical engineering such as:
|
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* Branch circuit layouts & panel scheduling
|
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* Control panel/room layout & sizing
|
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* Electrical diagrams
|
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-----------------------------------------------------------------------------------------------------------------------
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* Landscape plan
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* Proposed plantings and ground treatment
|
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-----------------------------------------------------------------------------------------------------------------------
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* Kitchen Equipment Hookup
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* Medical Piping
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-----------------------------------------------------------------------------------------------------------------------
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* Commercial Kitchen
|
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* Floor Plans
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* Equipment List
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-----------------------------------------------------------------------------------------------------------------------
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* Low Voltage Plan
|
||
* Fire Alarm
|
||
* Security Systems (if necessary)
|
||
* Audio/Visual
|
||
* Fire Protection
|
||
* Sprinkler system (performance specifications only)
|
||
* detailed fire suppression system is assumed to be provided by FP contractor
|
||
* Sprinkler System (Detailed) * Hydraulic Calculations -
|
||
|
||
-----------------------------------------------------------------------------------------------------------------------
|
||
|
||
|
||
* LEED
|
||
* Finalize green building products and materials
|
||
* Develop 'green' construction specifications
|
||
* Provide appropriate submittals and calculations for USGBC's *design phase* application
|
||
* All disciplines
|
||
* Provide construction specifications
|
||
|
||
-----------------------------------------------------------------------------------------------------------------------
|
||
|
||
|
||
-->
|
||
|
||
---
|
||
|
||
|
||
### **Phase 5 - Bidding and Issuing for Permit**
|
||
|
||
* In the event you have yet to contract with a general contractor *(which we don't recommend waiting this long to engage with a GC for reasons noted above)*, we will facilitate a more formal bidding process in this phase. That is, if deemed necessary to get additional bids, we will help distribute the final construction documents to your list of preferred general contractors. We are also happy to help you shortlist a number of qualified contractors as well.
|
||
* Answer GC & subcontractor's bid questions, issue clarifications
|
||
* Issue the drawings for building permit review
|
||
* Provide the AHJ, reviewing the drawings, with any additional drawings and/or clarifications they may request after their initial review. This happens quite often and is a typical part of the process.
|
||
<!-- * Provide construction team with automated, model generated, quantity takes off for things like: -->
|
||
<!-- * wall areas, volumes and linear feet -->
|
||
<!-- * exterior siding areas -->
|
||
<!-- * flooring areas -->
|
||
<!-- * roofing area -->
|
||
<!-- * window counts/size -->
|
||
<!-- * door counts/size -->
|
||
|
||
|
||
|
||
> #### 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 re-approval, 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.
|
||
|
||
<!--
|
||
|
||
* Review and award bids
|
||
|
||
-->
|
||
|
||
---
|
||
|
||
|
||
### **Phase 6 - Construction Administration**
|
||
|
||
<!-- * Architecture & Interior Design -->
|
||
* Site visits
|
||
* Assuming (1) on average of every 4 weeks (additional site visits, if necessary, will be billed at hourly rates outlined in this proposal, including mileage costs)
|
||
* Review/Respond to the following GC inquiries
|
||
* RFIs (request for information) from GC
|
||
* The review of any late-in-the-game (Phase 4 and beyond) material/product substitutions and/or change orders will be on an hourly rate, over and above this base proposal
|
||
* Shop drawings and submittals
|
||
<!-- * Change orders -->
|
||
* Develop punch list, if necessary
|
||
|
||
|
||
|
||
> #### What We're Not Responsible For During Construction
|
||
>
|
||
> While we'll be actively involved during construction, it's important to understand the limits of our role. We are not responsible for:
|
||
>
|
||
> * The contractor's construction methods, means, techniques, sequences, or procedures
|
||
> * Safety precautions and programs on the construction site (this is the contractor's responsibility)
|
||
> * The contractor's failure to build the project according to the contract documents
|
||
>
|
||
> Our role is to observe and report—not to supervise or direct the contractor's work. We'll keep you informed of what we see during site visits, but we won't be on site continuously and won't conduct exhaustive inspections of every aspect of construction.
|
||
|
||
|
||
<br>
|
||
<br>
|
||
|
||
<!--
|
||
|
||
---
|
||
|
||
* Civil Engineering (see attached proposal for details)
|
||
* House Offset Staking
|
||
* Boat House Offset Staking
|
||
* As-Built Stormwater Management Certification
|
||
* As-built House & Boat House Siting Certification (If required)
|
||
|
||
|
||
|
||
* Considering the site is quite far away from our home offices, site visits are not included in the proposal. We will, however, conduct site visits upon request—billing rates and travel costs will apply.
|
||
|
||
* LEED
|
||
* Review and address any USGBC feedback from *design phase* application
|
||
* Develop construction waste management plan
|
||
* Assist GC with LEED tracking template
|
||
* Provide appropriate submittals and calculations for USGBC's *construction phase* application
|
||
* Review submittals for LEED compliance
|
||
* Prepare a Final LEED Certification Report that documents
|
||
* LEED rating achieved
|
||
* Documentation submitted
|
||
* USGBC reviews
|
||
* LEED Certification Reviews
|
||
|
||
-->
|
||
|
||
|
||
|
||
---
|
||
|
||
|
||
|
||
## Services not included:
|
||
|
||
Although **we can provide** the following services, we assume either they are not necessary or will be provided by the either the GC, a 3rd party via the GC, or directly contracted through you.
|
||
|
||
<!-- Although we can provide services in both Tiers, for those services in the **1st Tier**, we can provide the most value specific to your project. -->
|
||
|
||
*Please lets us know if you would like us to include any of the following.*
|
||
|
||
<!-- * ## 1st Tier -->
|
||
* Documentation requested by 3rd parties:
|
||
* Sometimes the **AHJ** will request additional drawings/documentation outside the scope area.
|
||
<!-- * Specific to this project: This might include drawings to show where West Towne Mall's restrooms are located, and their sizes to determine ADA accessibility. -->
|
||
<!-- * At times, the **landlord** may also request additional drawings and/or documentation not covered in this proposal. -->
|
||
<!-- * Does not include any additional drawings (over what is outlined in the proposal above) that a Plan Commission might request. -->
|
||
<!-- * we assume no plan commission submission will be necessary for this project. -->
|
||
<!-- * Review contractor bids or questions -->
|
||
<!-- * Review contractor's shop drawings -->
|
||
<!-- * Provide 'punch list' at the end of construction -->
|
||
<!-- * Exterior Elevations -->
|
||
* Interior Elevations
|
||
* Building/Walls Sections
|
||
* 3D Renderings/animations
|
||
* Interior design
|
||
<!-- * Picking out interior finishes -->
|
||
<!-- * Finish Schedule -->
|
||
<!-- * Door & Window Schedule -->
|
||
<!-- * Site Plan -->
|
||
<!-- * We will do a site plan of the scope area, but not the entire site plan. -->
|
||
<!-- * Structural Engineering -->
|
||
* Civil engineering, such as:
|
||
* Storm water management/calculations
|
||
* Grading and erosion control plan/details
|
||
* Site stabilization details/methods.
|
||
* Sediment control measures
|
||
* Retaining wall design
|
||
<!-- * If the percentage of impervious surfaces on the site is proposed to go above Dane County's prescriptive requirements, we will need to consult with a civil engineer to development the following drawings/calculations -->
|
||
* Landscape design
|
||
* HVAC/Mechanical Engineering
|
||
<!-- * We will, however, suggest routing of major ductwork -->
|
||
* Electrical Engineering
|
||
* Reflected ceiling plan
|
||
* Lighting
|
||
<!-- * Picking out and/or specifying light fixtures, we will, however help suggest fixture locations -->
|
||
<!-- * Switching/lighting controls -->
|
||
|
||
<!-- * we can show outlet locations, however. -->
|
||
* Plumbing Engineering
|
||
* [Large scale](http://openingdetail.com/gallery/) (3" or 6" = 1'-0") construction details
|
||
<!-- * ## 2nd Tier -->
|
||
* Food Service or Commercial Kitchen Design, including equipment specification
|
||
<!-- * We can, however, suggest a schematic kitchen layout intended to be refined by a 3rd party kitchen vendor, if you intend to coordinate with one. -->
|
||
* Furniture, Fixtures & Equipment (FF&E) services
|
||
* High-piled combustible storage [documenation](https://up.codes/viewer/wisconsin/ifc-2015/chapter/32/high-piled-combustible-storage#3201.3)
|
||
* Casework/millwork elevations
|
||
* [Large scale](http://openingdetail.com/gallery/) casework/millwork details
|
||
* [Large scale](http://openingdetail.com/gallery/) interior details
|
||
* Long form (book) construction specifications
|
||
* 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 [special inspections](https://www.fandr.com/wp-content/uploads/2020/01/SiC-April-2017-Back-to-Basics.pdf)
|
||
* 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
|
||
|
||
|
||
<!--
|
||
|
||
----------------------------------------------------------------------------------
|
||
|
||
* Energy code check (COMcheck for example)
|
||
|
||
|
||
|
||
----------------------------------------------------------------------------------
|
||
-->
|
||
|
||
|
||
|
||
<!--
|
||
## OpeningDesign's Aesthetic Leanings
|
||
|
||
We have found over the years, one of the hallmarks of a successful and unique project, is when the client and the architect are both vested and excited about the design.
|
||
|
||
In that regards, to give you a sense of what types of designs we are excited about, please review the following curated resources of architectural designs that have inspired us over the years.
|
||
|
||
* [Our Pinterest Board for Residential Architecture](https://www.pinterest.com/theoryshaw/-residential-architecture/)
|
||
* [Our Pinterest Board for Commercial Architecture](https://www.pinterest.com/theoryshaw/-architecture/)
|
||
|
||
If you are familiar with Pinterest, we would suggest going through these 2 boards and saving those images, to your own board, that resonate with you. This will further help us dial into a look and feel that aligns with your taste, as well as ours.
|
||
|
||
Of course, our online [portfolio](http://openingdesign.com/portfolio/) and [gallery](http://openingdesign.com/gallery/) will also give you a sense of our aesthetic as well.
|
||
|
||
-->
|
||
|
||
<!--
|
||
|
||
---
|
||
## Fees Based on How You’d Like to Work
|
||
|
||
At OpeningDesign, we offer a flexible and transparent way to collaborate. Most of our work is done in the open—shared online, built with open-source tools, and developed alongside a trusted network of remote architects, engineers and designers. This helps us work faster, reduce costs, and build a library of shared resources that benefit future projects.
|
||
|
||
That said, we understand that not every client is comfortable working this way. So, we offer three clear options—ranging from fully open to fully private—so you can choose the approach that fits your comfort level.
|
||
|
||
----------
|
||
|
||
### **Approach A: Fully Open**
|
||
|
||
With this approach, your project is entirely open to the public. All drawings, models, and communication are shared online, and the work we produce is licensed so others can reuse and build on it—as long as they give credit and keep it open too.
|
||
|
||
This is the most affordable and flexible way to work with us. It also allows you to reuse the design for future projects without needing special permission.
|
||
|
||
#### Example Projects:
|
||
|
||
- **71-unit apartment building (Eau Claire, WI)**
|
||
→ [View files](https://github.com/OpeningDesign/CTR) | [See discussions](https://github.com/OpeningDesign/CTR/issues?q=)
|
||
|
||
- **Sports complex (Jefferson, WI)**
|
||
→ [View files](https://github.com/OpeningDesign/Sports_Complex) | [See discussions](https://github.com/OpeningDesign/Sports_Complex/issues?q=is:issue+is:closed+sort:comments-desc)
|
||
|
||
- **18-unit residence (Bryan, TX)**
|
||
→ [View files](https://hub.openingdesign.com/OpeningDesign/Marco_Polo)
|
||
|
||
|
||
----------
|
||
|
||
### **Approach B: Open but Anonymous**
|
||
|
||
This is the same as Approach A—except your name and the project location stay private. The design work is still shared publicly, but you remain anonymous.
|
||
|
||
This is great if you like the idea of sharing but prefer to keep your identity confidential.
|
||
|
||
#### Example Projects:
|
||
|
||
- **Restaurant (client anonymous)**
|
||
→ [View files](https://hub.openingdesign.com/OpeningDesign/Restaurant_Pewaukee)
|
||
|
||
- **Organic grocery store**
|
||
→ [View files](https://github.com/OpeningDesign/Organic_Grocery_Store)
|
||
|
||
- **Warehouse + office building**
|
||
→ [View files](https://github.com/OpeningDesign/Open_Source_Metal_Building)
|
||
|
||
|
||
----------
|
||
|
||
### **Approach C: Traditional & Private**
|
||
|
||
If privacy is essential, we can keep everything confidential—just like a traditional architecture firm. All drawings and communication are kept private, and only shared with your team.
|
||
|
||
In this model:
|
||
|
||
- You get full rights to use the design for your project and any future renovations.
|
||
|
||
- But you can’t reuse the same design for a different project or share it with others without our permission.
|
||
|
||
|
||
This option is ideal for clients like:
|
||
|
||
- **Data centers**, where design secrecy is crucial.
|
||
|
||
- **Developers**, who may want to keep plans private until land deals or city approvals are finalized.
|
||
|
||
|
||
----------
|
||
|
||
### What Always Stays Private
|
||
|
||
No matter which option you choose—Open (A), Anonymous (B), or Private (C)—we’ll always keep the following private:
|
||
|
||
- Any documentation from external parties outside this contract—whether shared with OpeningDesign before or during the contract—will not be made public.
|
||
- Any emails exchanged between you, OpeningDesign, or other involved parties—both prior to and throughout the project—will not be shared publicly.
|
||
- Additionally, any information you explicitly request to remain private will not be disclosed.
|
||
|
||
|
||
----------
|
||
|
||
### Final Thoughts
|
||
|
||
> Working in the open is still a new idea in architecture—but it’s already proven to reduce costs, speed up timelines, and improve collaboration.
|
||
>
|
||
> If you’re curious about how it might work for your project, we’re happy to walk you through it.
|
||
>
|
||
> And if you’d rather keep things traditional and private, that’s perfectly okay too.
|
||
>
|
||
> You can learn more about how we work on our [About page](http://openingdesign.com/about/).
|
||
|
||
|
||
|
||
-->
|
||
|
||
|
||
|
||
|
||
|
||
## Not-to-Exceed Fee Proposal:
|
||
|
||
<!--
|
||
|
||
## Not-to-Exceed Fee Proposal Options (**A**, **B**, or **C**):
|
||
|
||
#### The following table outlines the (3) fee options. <!--The fee percentages are based on the cost of construction for (1) development.-->
|
||
|
||
### For Den Renovation:
|
||
|
||
<table cellspacing="0" border="0">
|
||
<colgroup width="94"></colgroup>
|
||
<colgroup width="236"></colgroup>
|
||
<colgroup span="2" width="90"></colgroup>
|
||
<colgroup width="133"></colgroup>
|
||
<tbody><tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="73" align="center" valign="middle"><b><font face="Century Gothic"><br></font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">Phase</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">Not-To-Exceed</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">Estimated Duration</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">How Accurate a GC’s Estimate Could be at Each Phase.</font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.1" sdnum="1033;0;0.00%"><font face="Century Gothic">10.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 1: <br>Pre-Design & Programming</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="400" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$400</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="0.525" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">0.5 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±30%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.15" sdnum="1033;0;0.00%"><font face="Century Gothic">15.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 2: <br>Schematic Design</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="600" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$600</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="0.7875" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">0.8 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±25%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.2" sdnum="1033;0;0.00%"><font face="Century Gothic">20.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 3: <br>Design Development</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="800" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$800</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="1.05" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">1.1 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±15%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.35" sdnum="1033;0;0.00%"><font face="Century Gothic">35.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 4: <br>Construction Documents</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="1500" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$1,500</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="1.8375" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">1.8 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±10%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.05" sdnum="1033;0;0.00%"><font face="Century Gothic">5.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 5: <br>Bidding and Issuing for Permit</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="200" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$200</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="0.2625" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">0.3 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±5%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.15" sdnum="1033;0;0.00%"><font face="Century Gothic">15.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 6: <br>Construction Administration</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="600" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$600</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">n/a</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±0%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" bgcolor="#DDDDDD" sdval="1" sdnum="1033;0;0.00%"><b><font face="Century Gothic">100.00%</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">All Phases</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD" sdval="4100" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$4,100</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD" sdval="4.4625" sdnum="1033;0;#,##0.0" wks ""><b><font face="Century Gothic">4.5 wks </font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD" sdnum="1033;0;#,##0.0" wks ""><b><font face="Century Gothic"><br></font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" colspan="2" height="39" align="left" valign="middle" bgcolor="#DDDDDD" sdnum="1033;0;0.00%"><b><font face="Century Gothic"> Retainer</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD" sdval="820" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$820</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" colspan="2" align="center" valign="middle" sdnum="1033;0;0.0%"><b><font face="Century Gothic"><br></font></b></td>
|
||
</tr>
|
||
</tbody></table>
|
||
|
||
|
||
### For structural work around sagging roof:
|
||
|
||
<table cellspacing="0" border="0">
|
||
<colgroup width="94"></colgroup>
|
||
<colgroup width="236"></colgroup>
|
||
<colgroup span="2" width="90"></colgroup>
|
||
<colgroup width="133"></colgroup>
|
||
<tbody><tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="73" align="center" valign="middle"><b><font face="Century Gothic"><br></font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">Phase</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">Not-To-Exceed</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">Estimated Duration</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">How Accurate a GC’s Estimate Could be at Each Phase.</font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.1" sdnum="1033;0;0.00%"><font face="Century Gothic">10.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 1: <br>Pre-Design & Programming</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="200" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$200</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="0.21875" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">0.2 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±30%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.15" sdnum="1033;0;0.00%"><font face="Century Gothic">15.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 2: <br>Schematic Design</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="300" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$300</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="0.328125" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">0.3 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±25%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.2" sdnum="1033;0;0.00%"><font face="Century Gothic">20.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 3: <br>Design Development</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="400" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$400</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="0.4375" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">0.4 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±15%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.35" sdnum="1033;0;0.00%"><font face="Century Gothic">35.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 4: <br>Construction Documents</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="600" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$600</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="0.765625" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">0.8 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±10%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.05" sdnum="1033;0;0.00%"><font face="Century Gothic">5.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 5: <br>Bidding and Issuing for Permit</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="100" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$100</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="0.109375" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">0.1 wks</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±5%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" sdval="0.15" sdnum="1033;0;0.00%"><font face="Century Gothic">15.00%</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle"><font face="Century Gothic">Phase 6: <br>Construction Administration</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="300" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$300</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">n/a</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">±0%</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="39" align="center" valign="middle" bgcolor="#DDDDDD" sdval="1" sdnum="1033;0;0.00%"><b><font face="Century Gothic">100.00%</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">All Phases</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD" sdval="1900" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$1,900</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD" sdval="1.859375" sdnum="1033;0;#,##0.0" wks ""><b><font face="Century Gothic">1.9 wks </font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD" sdnum="1033;0;#,##0.0" wks ""><b><font face="Century Gothic"><br></font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" colspan="2" height="39" align="left" valign="middle" bgcolor="#DDDDDD" sdnum="1033;0;0.00%"><b><font face="Century Gothic"> Retainer</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD" sdval="380" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$380</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" colspan="2" align="center" valign="middle" sdnum="1033;0;0.0%"><b><font face="Century Gothic"><br></font></b></td>
|
||
</tr>
|
||
</tbody></table>
|
||
|
||
> #### Please note, these are not **lump sum** fees, but are instead, **not-to-exceed** fees, which are based on a percentage of construction costs. That is, if project costs go down/up, or less/more scope is involved over time, these fee ceilings will adjust relatively.
|
||
> #### To illustrate, the table below provides an example of how the overall fee will go up or down relative to the overall cost of construction.
|
||
> #### The **Hourly Rates**, called out below, will apply until this not-to-exceed fee is reached.
|
||
|
||
|
||
|
||
<!-- #### Fee & Duration Based on Hypothetical Costs Of Construction -->
|
||
|
||
### For Den Renovation:
|
||
|
||
<table cellspacing="0" border="0">
|
||
<colgroup width="192"></colgroup>
|
||
<colgroup width="10"></colgroup>
|
||
<colgroup span="2" width="90"></colgroup>
|
||
<tbody><tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="60" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Fee & Duration Based on Hypothetical Costs Of Construction</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic"><br></font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">Possible Not-to-Exceed Fee</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">Estimated Duration</font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="26" align="center" valign="middle" sdval="42000" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$42,000</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><font face="Century Gothic"><br></font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="2900" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$2,900</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="3.12375" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">3.1 wks</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="26" align="center" valign="middle" bgcolor="#F1F2D8" sdval="60000" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$60,000</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><font face="Century Gothic"><br></font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#F1F2D8" sdval="4200" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$4,200</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#F1F2D8" sdval="4.4625" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">4.5 wks</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="26" align="center" valign="middle" sdval="78000" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$78,000</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><font face="Century Gothic"><br></font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="5500" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$5,500</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="5.80125" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">5.8 wks</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="50" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Percent of Construction Costs</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><font face="Century Gothic"><br></font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" colspan="2" align="center" valign="middle" bgcolor="#DDDDDD" sdval="0.07" sdnum="1033;0;0.0%"><b><font face="Century Gothic">7.0%</font></b></td>
|
||
</tr>
|
||
</tbody></table>
|
||
|
||
### For structural work around sagging roof:
|
||
|
||
<table cellspacing="0" border="0">
|
||
<colgroup width="192"></colgroup>
|
||
<colgroup width="10"></colgroup>
|
||
<colgroup span="2" width="90"></colgroup>
|
||
<tbody><tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="60" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Fee & Duration Based on Hypothetical Costs Of Construction</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic"><br></font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">Possible Not-to-Exceed Fee</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle"><b><font face="Century Gothic">Estimated Duration</font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="26" align="center" valign="middle" sdval="18000" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$18,000</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><font face="Century Gothic"><br></font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="1300" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$1,300</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="1.3015625" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">1.3 wks</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="26" align="center" valign="middle" bgcolor="#F1F2D8" sdval="25000" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$25,000</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><font face="Century Gothic"><br></font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#F1F2D8" sdval="1800" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$1,800</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#F1F2D8" sdval="1.859375" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">1.9 wks</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="26" align="center" valign="middle" sdval="33000" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><b><font face="Century Gothic">$33,000</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><font face="Century Gothic"><br></font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="2300" sdnum="1033;0;[$$-409]#,##0;-[$$-409]#,##0"><font face="Century Gothic">$2,300</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="2.4171875" sdnum="1033;0;#,##0.0" wks""><font face="Century Gothic">2.4 wks</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="50" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Percent of Construction Costs</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="left" valign="middle" bgcolor="#DDDDDD"><font face="Century Gothic"><br></font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" colspan="2" align="center" valign="middle" bgcolor="#DDDDDD" sdval="0.07" sdnum="1033;0;0.0%"><b><font face="Century Gothic">7.0%</font></b></td>
|
||
</tr>
|
||
</tbody></table>
|
||
|
||
> **Please note:** Our not-to-exceed fees are calculated as a percentage of the projected construction cost **at the time each phase is completed**.
|
||
For example, if a project begins with an estimated construction cost of **X**, but later in the process the scope is reduced and the cost drops significantly, the fees for earlier phases will still be based on the original estimate (**X**).
|
||
>
|
||
> We also assume that your general contractor (GC) will provide updated construction cost projections throughout the project.
|
||
>
|
||
> If a GC has not yet been consulted to provide an estimate—and there is a disagreement about fees—we require a mutually agreed-upon third-party cost estimator. Their estimate will be used to determine a fair construction cost on which the not-to-exceed fee can be based.
|
||
>
|
||
>Please also note that the not-to-exceed amount does not include reimbursable expenses.
|
||
>
|
||
> Using hourly rates paired with not-to-exceed fees—calculated as a percentage of construction cost—has proven to be a **win-win for both parties**.
|
||
>
|
||
> * It provides the design team with reasonable protection against potential [scope creep](https://en.wikipedia.org/wiki/Scope_creep).
|
||
> * It allows clients to benefit from lower overall fees if decisions are made promptly and consistently, which keeps the design process moving efficiently.
|
||
> * It also gives clients flexibility to adjust the level of service they need as the project unfolds, without triggering constant renegotiation.
|
||
|
||
|
||
|
||
|
||
<!--
|
||
|
||
|
||
## Product Markup Fee
|
||
|
||
|
||
- To cover additional management services required to facilitate ordering, delivery, coordination and installation of the pieces, as well as addressing potential issues with the order, our fees include markup on furniture and accessories. All payments necessary to place orders are to be invoiced by Designer and to be collected in full prior to placement of the order.
|
||
> Please Note: product markups, will not impose added cost charged to you, but rather are built-in into the retail cost of products through a discounted rate offered to us through our various vendor partners. Furthermore, with some vendors, we might be able to offer additional discounts to pass along to you -the exact discount amount, if available, will vary depending on the designer discount program offered by that particular vendor. If no trade pricing is available for the article of furniture or accessory, a 10% markup will be added to all orders procured by Designer.
|
||
|
||
|
||
-->
|
||
|
||
|
||
|
||
|
||
## Hourly Rates
|
||
|
||
<!--
|
||
> Please Note: Services performed in Phase 1 (Programming) will be discounted **25%** discount.
|
||
-->
|
||
|
||
<table cellspacing="0" border="0">
|
||
<colgroup width="146"></colgroup>
|
||
<colgroup span="3" width="85"></colgroup>
|
||
<tbody><tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="66" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Discipline</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Approach<br>(A)</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Approach<br>(B)</font></b></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Approach<br>(C)</font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" colspan="4" height="17" align="left" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Architecture</font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="17" align="left" valign="middle"><font face="Century Gothic">Principal</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="110" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$110/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="125" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$125/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="140" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$140/HR</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="17" align="left" valign="middle"><font face="Century Gothic">Project Architect</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="90" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$90/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="105" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$105/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="120" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$120/HR</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="17" align="left" valign="middle"><font face="Century Gothic">Intern</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="70" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$70/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="85" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$85/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="100" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$100/HR</font></td>
|
||
</tr>
|
||
<!-- <tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" colspan="4" height="17" align="left" valign="middle" bgcolor="#DDDDDD"><b><font face="Century Gothic">Structural Engineer</font></b></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="17" align="left" valign="middle"><font face="Century Gothic">Engineer I</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="180" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$180/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="195" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$195/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="210" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$210/HR</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="17" align="left" valign="middle"><font face="Century Gothic">Junior Drafter</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="120" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$120/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="135" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$135/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="150" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$150/HR</font></td>
|
||
</tr>
|
||
<tr>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" height="17" align="left" valign="middle"><font face="Century Gothic">Junior Drafter</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="95" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$95/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="110" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$110/HR</font></td>
|
||
<td style="border-top: 1px double #999999; border-bottom: 1px double #999999; border-left: 1px double #999999; border-right: 1px double #999999" align="center" valign="middle" sdval="125" sdnum="1033;0;"$"#,##0"/HR""><font face="Century Gothic">$125/HR</font></td>
|
||
</tr> -->
|
||
</tbody></table>
|
||
|
||
|
||
|
||
<!-- > ### *The Consultants fees will include an **additional 15%** to cover in-house administration, handling, financing, and insurance costs.* -->
|
||
|
||
|
||
|
||
<!--
|
||
|
||
---
|
||
|
||
## The Determination of the Not-to-Exceed Fee
|
||
|
||
For your reference and peace of mind, please review the following 3rd party document(s) as to what the standard practices are for establishing design fees in the construction/architecture industry.
|
||
|
||
* [Architectural Fees (part 1)](http://www.lifeofanarchitect.com/architectural-fees-part-1/) by Bob Borson
|
||
* [Architectural Fees…part two](http://www.lifeofanarchitect.com/architectural-fees-part-two/) by Bob Borson
|
||
* [Architectural Fees for Residential Projects](http://www.lifeofanarchitect.com/architectural-fees-for-residential-projects/) by Bob Borson
|
||
* [A Guide to Determining Appropriate Fees for the Services of an Architect](https://network.aia.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=f7ea7369-a39e-4310-837d-f0d0d0c06270) from Royal Architectural Institute of Canada
|
||
|
||
As you will see relative to the suggested fees outlined in these documents, our fees are competitive in comparison. We are confident that through our unique and open way of working and our strong band of collaborators and consultants, that that we will meet and exceed the industry's standard of care. -->
|
||
|
||
|
||
|
||
|
||
<br>
|
||
|
||
|
||
---
|
||
|
||
## Reimbursable expenses include:
|
||
|
||
* Transportation in connection with the project for travel authorized by the client (transportation, lodging and meals)
|
||
* $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.*
|
||
|
||
---
|
||
|
||
|
||
|
||
|
||
|
||
## Boilerplate
|
||
|
||
|
||
|
||
|
||
#### 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 email 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.
|
||
|
||
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.
|
||
|
||
##### Payment Terms
|
||
* We will deliver invoices on a monthly basis based on scope completed, 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 may serve as a basis for termination of the agreement.
|
||
* If the project's duration extends past 365 days, the hourly rates outlined above will increase by 10% each additional year that passes.
|
||
|
||
##### Our Professional Standards
|
||
* **Standard of Care:** We will perform our services with the professional skill and care that architects practicing in similar localities typically provide under similar circumstances. We'll work diligently and thoughtfully, but like all design professionals, we can't guarantee perfect outcomes—only that we'll apply sound professional judgment throughout the project.
|
||
|
||
##### Our Role and Responsibilities
|
||
* We are not responsible for selecting a general contractor or guaranteeing workmanship performed by the contractor or other parties. We can, however, make suggestions or recommendations for craftsmen or contractors for you to consider.
|
||
* We are not responsible for the exploration, presence, handling, and/or adverse exposure of any hazardous materials in any form, including but not limited to asbestos products, polychlorinated biphenyl (PCB), or other toxic substances.
|
||
* **During Construction - Initial Decision Maker:** During construction, disagreements sometimes arise between owners and contractors about the meaning of the construction documents or the quality of work performed. Unless you designate someone else, we'll serve as the Initial Decision Maker for these disputes, providing our professional interpretation to help resolve issues fairly and keep the project moving forward. While we'll work to be impartial and consistent with the intent of the construction documents, we can't show favoritism to either party. Our goal is to facilitate a successful project for everyone involved.
|
||
|
||
##### Project Timeline Considerations
|
||
* The projected timeframes to complete each phase, as outlined above, do not include the time required for the following entities to review and approve their scope of work:
|
||
- Urban Design Council
|
||
- Plan Commission
|
||
- Zoning Department
|
||
- Building Permit review
|
||
|
||
##### Communication and Changes
|
||
* Both parties agree to communicate about any pertinent information and known changes to the project scope in a timely manner in writing.
|
||
|
||
##### Legal Protections
|
||
* **Statute of Limitations:** Both parties agree that any claims or legal actions arising from this agreement must be brought within the time period required by applicable law, but in no case more than 10 years after the project's substantial completion. After that point, neither party may bring claims against the other related to this project.
|
||
|
||
##### Our Open Approach
|
||
|
||
* By default, OpeningDesign works in the open. Our drawings, models, and project communication are shared online and developed collaboratively using open-source tools, alongside a trusted network of remote architects, engineers, and designers. This approach helps us work more efficiently, reduce costs, and build on a growing library of shared resources. All work is licensed under a [Creative Commons Attribution-ShareAlike (CC BY-SA 4.0)](https://creativecommons.org/licenses/by-sa/4.0/) license, meaning you're free to reuse and build on the design—as long as credit is given and it remains open. If you'd prefer a more private arrangement, we're happy to accommodate that as well. You can learn more about how we work on our [About page](http://openingdesign.com/about/).
|
||
|
||
##### Proposal Validity
|
||
* This proposal is valid for 90 days from the date shown above.
|
||
|
||
<!-- *LIMITATION OF LIABILITY
|
||
* *In recognition of the relative risks and benefits of the Project to both the Client and the Consultant, the risks have been allocated such that the Client agrees, to the fullest extent permitted by law, to limit the liability of the Consultant and Consultant's officers, directors, partners, employees, shareholders, owners and subconsultants for any and all claims, losses, costs, damages of any nature whatsoever or claims expenses from any cause or causes, including attorneys' fees and costs and expert-witness fees and costs, so that the total aggregate liability of the Consultant and Consultants officer's, directors, partners, employees, shareholders, owners and subconsultants shall not exceed $_________, or the Consultant's total fee for services rendered on this Project, whichever is greater. It is intended that this limitation apply to any and all liability or cause of action however alleged or arising, unless otherwise prohibited by law.* -->
|
||
|
||
---
|
||
|
||
## In Closing...
|
||
|
||
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 the retainer as outlined in the fee options above.
|
||
|
||
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.
|
||
|
||
<br>
|
||
|
||
Kind Regards,
|
||
|
||
<img src="https://dl.dropboxusercontent.com/s/wwm6lvp04kvj6cn/signature.png?dl=1" width="200px"/>
|
||
|
||
Ryan Schultz
|
||
ryan.schultz@openingdesign.com
|
||
773.425.6456
|
||
2042 Barber Dr.
|
||
Stoughton, WI 53589
|
||
|
||
---
|
||
|
||
|
||
|
||
|
||
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|
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|
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|
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<br>
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<br>
|
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|
||
|
||
|
||
<!--
|
||
|
||
### Authorized by:
|
||
|
||
* Please check the box, below, of your preferred Fee Proposal Option
|
||
|
||
* ( ☐ A ) Fully Open Approach
|
||
* ( ☐ B ) Anonymous Open Approach
|
||
* ( ☐ C ) Traditional Approach
|
||
|
||
|
||
-->
|
||
|
||
|
||
|
||
<!--
|
||
* *Or, if you prefer, you can choose the fee option per phase. Some clients, for example, might choose option **(C)** until they buy the land and/or get zoning approval , after which, switch to option **(A)**.*
|
||
|
||
* Phase 1 - Programming ( ☐ A ) ( ☐ B ) ( ☐ C )
|
||
* Phase 2 - Schematic Design ( ☐ A ) ( ☐ B ) ( ☐ C )
|
||
* Phase 3 - Design Development ( ☐ A ) ( ☐ B ) ( ☐ C )
|
||
* Phase 4 - Construction Documents ( ☐ A ) ( ☐ B ) ( ☐ C )
|
||
* Phase 5 - Bidding and Construction Contract Negotiation ( ☐ A ) ( ☐ B ) ( ☐ C )
|
||
* Phase 6 - Construction Administration ( ☐ A ) ( ☐ B ) ( ☐ C )
|
||
|
||
-->
|
||
|
||
|
||
|
||
.................................................................................................................................................................................
|
||
|
||
* Signature:
|
||
|
||
.................................................................................................................................................................................
|
||
|
||
|
||
|
||
* Title:
|
||
|
||
.................................................................................................................................................................................
|
||
|
||
|
||
|
||
* Company:
|
||
|
||
.................................................................................................................................................................................
|
||
|
||
|
||
* Date:
|
||
|
||
.................................................................................................................................................................................
|
||
|
||
|
||
|
||
<!-- ### License
|
||
|
||
Per usual, unless otherwise noted, all content associated with [OpeningDesign](http://openingdesign.com) projects is licensed under an open source, 'copyleft' license: [Attribution-ShareAlike 4.0 International (CC BY-SA 4.0)](https://creativecommons.org/licenses/by-sa/4.0/). Attribution to be given to the entire team associated with the project. -->
|
||
|
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|
||
|
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