AN INTERIOR DESIGN PROPOSAL FOR:!
PREPARED BY:! DE.KAI DESIGNS, LLC!
contents!
01 "
"FIRM SUMMARY!
02"
"RELEVANT EXPERIENCE PORTFOLIO!
03
"PROJECT TEAM !
04"
"SCOPE OF WORK!
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05" !
06
"PROJECT SCHEDULE! "SUMMARY OF FEES!
! 07"
"EXCLUSIONS!
08
"ADDITIONAL SERVICES!
09
"REIMBURSABLE EXPENSES!
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10 " 11 "
"ACCEPTANCE! "APPENDIX!
01!
Mr. Brian Sweny Project Balance, Inc. 1600 Peachtree St. Atlanta, GA 30309 November 8, 2014 Dear Mr. Brian Sweny: We are proud to have been selected as a possible candidate to offer our design services to you. It is our mission to provide our clients with the highest quality of service and dependability. We hope the enclosed documentation addresses any questions or concerns you may have about the project. Please feel free to call us at 404-388-4058 or e-mail at susanbecar@dekai.com with any questions, comments or concerns regarding this project. Sincerely,
Kyle Truong De.kai Designs, LLC
PHILOSOPHY Enriching lifestyles through interior design.
MISSION De.kai Designs, LLC has provided interior design services throughout Los Angeles, CA and Atlanta, GA since 2009. De.kai offers quality design services and prides themselves on their relationships built with clients, personalizing the design experience to guide clients in the right direction. The process will inform, inspire and assist clients to design a space that represents a unique expression of themselves that will add enjoyment and quality to their life.
OUR LOCATION 631 North Larchmont Blvd Los Angeles, California T: 583-576-2745 F: 583-576-2957
staff De.kai Designs, LLC currently has a staff of five. All five designers are NCIDQ certified interior designers. Principal Kyle Truong is the founder of the firm. Truong provides leadership, direction and business as well as design expertise to the firm. His skillset drives new business development opportunities that enhance the firm’s portfolio and design work. On each project, Truong works with the client to determine their goals and desires and is responsible for overseeing the final deliverables. Working closely with all members of the design firm, Truong sets the overall vision and strategy of projects. Project Manager Susan Becar Guzman manages the firms projects from conception to completion. Her leadership skills help to manage, train and motivate the design team. She also is highly active and passionate about meeting with clients to discuss potential projects and progress of ongoing projects.
Business structure De.kai Designs, LLC has been a Limited Liability Company since 2009.
SPECIALIZATION SERVICES The following are specific items and services that are part of the scope of De.kai’s design work and services: • • • • • • • • •
Commercial Hospitality Workplace Design Exhibition Spaces Branding Wayfinding Renovation Lighting Design Renderings
Design Phases Offered: • • • • • •
Programming Schematic Design Design Development Construction Documents Construction Administration Post-Occupancy Evaluation
02!
EXPERIENCE PORTFOLIO
wayďŹ ndng
Name: Marta Rail Station Location: Atlanta, GA Square Feet: 87,000 sq. ft. Completed: August 2014 Project Cost: $100,000 Scope of Services: Programming, Schematic Design, Design Development
Performed: Consulted with Architect, Consulted with Structural Engineer, Interior design phasing, 3D Renderings, FF&E, Lighting design, ADA Compliance, Wayfinding, Branding, Accessories fit-out, Space Planning
Project Overview: A conceptual design for the air rights of Midtown MARTA station that redefines a transit station and transforms the neighborhood.
EXPERIENCE PORTFOLIO Name: Fox in a Box Location: Atlanta, GA Square Feet: 200 sq. ft. Completed: May 2014 Project Cost: $50,000 Scope of Services: Pre-programming, Programming, Schematic Design, Design Development
Performed: Design and Historical Research, Custom Design, 3D Renderings, Interior Design Phases, Sections & Elevations
Project Overview: An interactive, traveling exhibit designed to convey to audiences across the state of Georgia the history, mystery, and wow of the fabulous Fox Theatre. Flexible in its arrangement, the exhibit will be showcased in schools, theatres, and other public locations for performances, static exhibits, interactive educational experiences, and sharing movies from the Fox’s rich history.
branding
EXPERIENCE PORTFOLIO
HOSPITALITY
Name: The Charlotte Show Location: Los Angeles, CA Square Feet: 8,000 sq. ft. Completed: November 2013 Project Cost: $150,000 Scope of Services: Programming, Schematic Design, Design Development, Construction Documents, Construction Administration, Contractor Bidding Process, PostOccupancy Evaluation
Performed: Design Research, Interior Design Phasing, Custom Millwork, 3D Renderings, Construction Documents, Lighting Design, HVAC, Hired LEED Consultant to get LEED Silver Certified
Project Overview: The space is a reflection of the perseverance of women in a male dominated world. The essence of this space lies in the subtle display of gender synergy, which is achieved through lighting design and depicted in the neutral color scheme and clean materiality.
EXPERIENCE PORTFOLIO Name: Beaulieu of America Location: Dalton, GA Square Feet: 50,000 sq. ft. Completed: May 2014 Project Cost: $850,000 Scope of Services: Programming, Schematic Design, Design Development, Contract Documents
Performed: Workplace Design Research, FF&E Custom Millwork Design, 3D Renderings, Interior Design Phases, Contract Documents, 3D Video Walkthrough, Presentation Boards, Hired LEED Consultant, Hired Landscape Consultant
Project Overview: A renovation of the Beaulieu Corporate Headquarters. The goals of the project were to implement sustainability, showcase the companies culture and brand, reuse and repurpose items and promote teamwork and collaboration within the work place.
BRANDING/WAYFINDING
EXPERIENCE PORTFOLIO
Historic preservation
Name: The Fox Theatre Location: Atlanta, GA Square Feet: 12,000 sq. ft. Completed: March 2014 Project Cost: $75,000 Scope of Services: Pre-programming, Programming, Schematic Design, Design Development
Performed: Design & Historical Research, Interior Design Phasing, FF&E, 3D Hand Renderings, Historical Package, Lighting Design, Hired Historic Preservation Consultant
Project Overview: Bringing the glitz and glamour of the front of house at the Fox Theatre into the back of house. Historic preservation, exhibit wayfinding and branding was implemented to enhance the user experience in the back of house. Areas focused on were stage right, star dressing rooms, chorus rooms, musicians lounge, rehearsal room and production office.
03!
PROJECT TEAM
Kyle Truong (Principal)
Susan Becar (Project Manager)
Angie Tran (Senior Designer)
Deepshikha Sharma (Junior Designer)
Donyelle Hammond (Junior Designer)
Heidi Eisenberg (LEED Consultant)
Design Phase Point of Contact: Angie Tran T 928-750-7818 E angietran@dekai.com
Ghufran Showail (Historic PreservaIon Consultant)
Construction Phase Point of Contact: Susan Becar Guzman T 404-781-5954 E susanbecar@dekai.com
KYLE TRUONG Principal Education Savannah College of Art and Design, Atlanta, GA Bachelor of Fine Arts; Interior Design Photography and Graphic Design Minor
Awards and Recognitions SCAD Honors Scholarship SCAD Academic Scholarship Honor Rolls – MVA Fine Art Fest – MVA Art Competition -2nd Place
2010-2014 2010-2014 2008-2010 2010 2010
Experience SCAD Sponsored Project, Beaulieu of America, Atlanta, GA, March – May 2014 Secretary of CEO Kien Trung, June – September 2012 Private English and Math Tutor, June 2010 – September 2011
Skills Design Photography Drawing/Painting Space Planning Hand/Computer Rendering Business Management Collaboration Organizing Note-taking Vietnamese & English (Fluent) Cantonese & Mandarin (Dialog only)
Sketchup Revit Photoshop Illustrator InDesign Autocad
SUSAN BECAR GUZMAN Project manager Education Savannah College of Art and Design, Atlanta, GA Bachelor of Fine Arts; Interior Design Sculpture Minor Gwinnett Technical College, Lawrenceville, GA Associate Degree in Interiors Certificate in Painting and Faux Finishes
Awards and Recognitions GTC Phi Theta Kappa International Honor Society GTC National Technical Honor Society Award GTC Dean’s List GTC Hope Scholarship SCAD Academic Scholarship SCAD Dean’s List Beyond the Dot Contest, 2nd Place - 3D Design Open Studio Exhibition Participant SCAD Lost Art Finalist
2009 2009 2008-2010 2008-2010 2011-2014 2011-2014 2012 2013-2014 2014
Experience Designer & Business Manager & Admin, Daniels Southern Decorators, Brookhaven, GA, 2002 – Present SCAD Sponsored Project, Beaulieu of America, Atlanta, GA, March – May 2014 SCAD Sponsored Project, The Fox Theatre, Atlanta, GA, January – March 2014 Student Interior Designer, Carver & Associates, Atlanta, GA, March – May 2009
Skills Spanish Language Construction Documents Residential Design Commercial Design Presentation Boards Hand Rendering Financial Management
Revit Autocad Photoshop InDesign Microsoft Office Suite
ANGIE TRAN SENIOR DESIGNER Education Savannah College of Art and Design, Atlanta, GA Bachelor of Fine Arts; Interior Design Bachelor of Fine Arts; Furniture Design Arizona Western College, Yuma, AZ Associate of Arts: Graphic Design | Associate of Applied Science: Business Administration
Awards and Recognitions WithIt Scholarship SCAD Artistic Scholarship SCAD Academic Scholarship SCAD Student Opportunity Scholarship I LIKE DESIGN/ICRAVE Studio Competition Finalist Bienenstock Furniture Design Honorable Mention ASID Design Excellence Award – Best Product Design TARGET Diversity Scholarship Leadership Enrichment Certificate, NCLA Tutor Certificate | Regular/Level I, CRLA Yuma Art Symposium Scholarship
2014 2010-2014 2010-2014 2010-2014 2014 2014 2014 2013 2009 2009 2010
Experience Interior Design Intern, Gensler, Atlanta, GA, June 2014 – Present SCAD Sponsored Project, Davis Furniture, Savannah, GA, September – November 2012 Interior & Furniture Intern, TTT Corp. Interior Contractor, Hochiminh, Vietnam, June – August 2012 SCAD Sponsored Project, Hui Shen Furniture, Savannah, GA, March – May 2012
Skills Woodworking Upholstery Construction Documents Free Hand Sketching Hand/Computer Rendering Vietnamese Language 3D Printing Rapid Prototyping
Revit Autocad Sketchup Solidworks Illustrator Keyshot InDesign Photoshop
DONYELLE HAMMOND JUNIOR DESIGNER Education Savannah College of Art and Design, Atlanta, GA Bachelor of Fine Arts; Interior Design
Awards and Recognitions SCAD Honors Scholarship SCAD Artistic Scholarship SCAD Dean’s List
2011-2014 2011-2014 2013
Experience Interior Design Intern, HFC Interiors, Atlanta, GA, September 2014 – Present SCAD Sponsored Project, The Fox Theatre, Atlanta, GA, March – May 2014 Intern, Michelin Management, Atlanta, GA, June – August 2012
Skills Hand Drafting Hand Rendering Digital Rendering Sketching Construction Documents FF&E
Revit Autocad Photoshop InDesign Microsoft Office Suite Sketchup
DEEPSHIKHA SHARMA JUNIOR DESIGNER Education Savannah College of Art and Design, Atlanta, GA Bachelor of Fine Arts; Interior Design Pathways World School, Gurgaon, India International Baccalaureate Diploma Program
Awards and Recognitions SCAD Dean’s List SCAD Open Studio Exhibition Participant Best Collaborative Studio IV Project (SCAD)
2013-2014 2013-2014 2014
Experience Interior Design Intern, M&H Design Group, Atlanta, GA, October 2014 – Present Student Representative, Savannah College of Art and Design, Savannah, GA, March – May 2014 Interior Design Intern, Kalyani & Associates, Delhi, India, November – December 2013
Skills Hindi, Punjabi Language Spanish, French Language Rendering Graphic Design Risk Management 3D Visualization Microfinance Marketing Services
Sketchup Autocad Photoshop InDesign Revit Illustrator Rhino Microsoft Moviemaker
GHUFRAN SHOWAIL HISTORIC preservation consultant Education Savannah College of Art and Design, Atlanta, GA Bachelor of Fine Arts; Interior Design
Awards and Recognitions SCAD Artistic Honors Scholarship SCAD Student Incentive Scholarship Saudi Arabian Cultural Mission Scholarship
2011-2014 2011-2014 2012-2014
Experience SCAD Sponsored Project, The Fox Theatre, Atlanta, GA, March – May 2014 SCAD Retail Design Project, Atlanta, GA, 2013
Skills Arabic | English French | German Hebrew | Spanish Public Speaking Construction Documents Historic Preservation
Revit Autocad Photoshop InDesign Microsoft Office Suite
HEIDI EISENBERG LEED CONSULTANT Education Savannah College of Art and Design, Atlanta, GA Bachelor of Fine Arts; Interior Design Drawing Minor New England College, Henniker, NH English, Transfer
Awards and Recognitions NEC Dean’s List SCAD Honors Scholarship SCAD Academic Scholarship SCAD Dean’s List SCAD Undergraduate Event Coordinator Tau Sigma Delta Work chosen for AIA | ATL Urban Fronts Showcase Westside Foundry “Who’s Next” Contest Participant State of NH Scholastic Art & Writing Gold and Silver Key
2011 2011-2014 2011-2014 2011-2014 2013-2014 2013-2014 2012 2013 2011
Experience Interior Design Intern, The Coca-Cola Company, Atlanta, GA, September 2014 – Present Interior Design Intern, Corporate Environments of Georgia, Atlanta, GA July – September 2014 SCAD Sponsored Project, Beaulieu of America, Atlanta, GA, March – May 2014 SCAD Sponsored Project, The Fox Theatre, Atlanta, GA, January – March 2014
Skills Sustainability Illustration FF&E Space Planning Hand/Computer Rendering Graphic Design
Sketchup Autocad Photoshop InDesign Microsoft Office Suite LitePro
04!
CLIENT PROFILE
Deco Landmark Theater, Inc. was founded in 1925 in Atlanta, GA and has become a pioneer in the promotion of the performing arts in the United States. The founder, Alfred Jones, believed in the spirit of human emotion as a binding force that could help the greater society overcome its differences and view life as a celebration. Since his contribution, the theater has only grown in its activities and outreach, and has now become home for many celebrated thespians, of national and international stature. The theater is a non-profit entity, dependant on the patronage of individuals and corporates committed to the development of the performing and fine arts. Â The prestigious theater seeks a renovation worthy of its standing as a center that earnestly satisfies its personnel, performers and spectators, while stimulating an improved brand identity.
PROJECT SCOPE Deco Landmark Theater Inc. is a successful historic theater located in downtown Atlanta, GA and is looking to renovate the interior of the theater. The necessary spaces to be renovated are the star dressing rooms (2,000 SF), a hospitality area and back of house staging areas (5,000 SF), and a small office fit-up at the corner of the building (3,900 SF). The theater will also be revamped and have a backstage tour exhibition design, a branding design following a branding package by others, and wayfinding for tours, employees, guest actors, actresses and youth groups. Deco Landmark Theater Inc. is seeking a LEED Silver-Gold rating and wants to maintain their historic landmark status. Construction costs are estimated at $5,500,000.00 (5.5 million) and the contractor will be selected through a bidding process.
DESIGN PHASING 1!
Programming De.kai will have an initial meeting, upon selection, with Deco Landmark Theater to conduct a client survey and speak with client in order to gather necessary data and information. During this meeting De.kai will get to know the client and their desires and requirements for the new space. Project budget, timeline, scope, objectives, criteria and limitations will also be discussed. The following day De.kai will revisit the site to photograph the existing space and field measurements will be conducted. Principal and project manager will report back to designers and consultants with their findings.
2
Schematic Design! The schematic design phase is to arrive at a clearly defined and feasible concept that will be presented to Deco Landmark Theater, to achieve understanding and approval. The schematic drawings will demonstrate basic spaces, scale and relationship components. This phase will also clarify the project Program, explore alternative design solutions for client feedback and provide a reliable basis for analyzing the cost of the project. LEED and Historic Preservation consultants will be involved in this phase.
!
3
! Design Development! Once the schematic design has been approved, the design development phase begins, in which the design is refined in more detail. This phase focuses on more technical aspects of building systems and materials, and allows more finalization and space function to a great degree. Presentations will be made to the client; 1. Preliminary and 2. Final – to help client understand project function and provide more detail about how the space will look We will review plans and drawings and make any changes/refinements that are needed. LEED and Historic Preservation consultants will also be involved in this phase.
DESIGN PHASING 4
Contract Documents!
5
Construction Administration!
6
De.kai will prepare a full set of contract documents (plans, elevations, sections, typical construction details and three-dimensional drawings) once the schematic and design development phases have been completed and approved by the client, Deco Landmark Theater. These will also be accompanied with specifications. After contractor bids and proposed timelines are concluded we will assist client in reviewing each bid to ensure accuracy and fair pricing.
At this phase, the contractor will become the most active part of the team. De.kai will be responsible for administration and overseeing the construction phase and ensure high level of detail, quality and make sure the construction is progressing on schedule. The observation will also ensure conformance with drawings and specifications. De.kai will be on site, conducting weekly site visits and meetings with the contractor. De.kai will also provide a detailed set of field reports to show to Deco Landmark Theater. Once construction is complete, De.kai will do a final walkthrough of the space and prepare a punch list.
Post-Occupancy Evaluation! With the permission of the client, De.kai will visit, conduct a survey, and evaluate the space after it has been occupied for six to twelve months. This phase benefits both the client and designer by answering questions about whether design goals and solutions were met, and if the project satisfies the needs of the users of the space.
05!
Project time schedule
06!
SUMMARY OF FEES !"#$% 0!12!"33452% % % &'()*+,-./% &+,-.6/%
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07!
EXCLUSIONS The following items and services are not included in the scope of De.kai’s basic design services and fees: • Architecture and Engineering services • Plumbing and Electrical services • Land surveying services • Real estate services • Landscaping • Construction services
08!
Additional Services De.kai offers a variety of additional services that are set to further enhance the final outcome of the project.
Wayfinding Branding Furniture Selections Lighting Design Art Consultant Representational Renderings
$125/hr $150/hr $275/hr $300/hr $98/hr $800 per rendering
Any additional services provided will follow the fee associated with that particular service by the hour with the exception of representational renderings, which will be charged by the number of renderings requested.
09!
Reimbursable expenses At the request of the client, De.kai Designs offers reimbursements of the following: • Parking • Personal Travel Expenses • Deliverables • Electronic Transfers • Postage Reimbursable expenses not to exceed $5,000.
10!
TERMS & CONDITIONS Retainer Fee! A retainer fee of $25,000 will be needed seven business days after client accepts project proposal.
Late Payments! An amount not paid on time under this agreement shall bear interest at the rate of 1% per month until paid. De.kai Designs shall also be entitled to withhold further design services should the client fail to timely make payments to De.kai Designs.
!
Project Access! Client shall provide De.kai Designs with access to all necessary information to complete the project. Failure to do so by the client provides De.kai Designs the right to terminate the agreement and collect outstanding balances.
!
Photography Consent! Client must permit De.kai Designs or representatives to photograph the project upon completion of the project. De.kai Designs will be entitled to use photographs for business purposes but shall not disclose the project location or clients name without prior written consent.
!
Agreement Termination! This agreement may be terminated by either party, provided that termination may not be effected unless a written notice specifying nature and extent of default is given to the concerned party, and such party fails to cure such default in performance within thirty days from the date of receipt. Termination shall not void any existing bills, and client shall continue to be responsible for any obligation incurred prior to the effective date of termination.
Mr. Brian Sweny Project Balance, Inc. 1600 Peachtree St. Atlanta, GA 30309 November 8, 2014 Dear Mr. Brian Sweny: Thank you for allowing us the opportunity to present our design services. We appreciate you taking the time to look over our proposal, and are confident that you will be pleased. We look forward to working with you. We hope the enclosed documentation addresses any questions or concerns you may have about the project. Please sign and date below as confirmation of your acceptance of the stated terms and fees and mail one copy to our office. Receipt of your signed approval will act as notification to get started on the project. Warm Regards,
Kyle Truong De.kai Designs, LLC
Accepted and Approved by Deco Landmark Theatre, Inc: Signature: ____________________ Date: ____________ Title: ________________________
11!
DATE (MM/DD/YYYY)
CERTIFICATE OF LIABILITY INSURANCE
11/02/2014
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT PRODUCER Jacob Mcavoy NAME: FAX PHONE ONE TRUMAN INSURANCE SERVICE (A/C, No): 424.576.1080 (A/C, No, Ext): 424.576.1050 E-MAIL 631 N. Larchmont Blvd jacob_mcacoy@acord.com ADDRESS: Los Angeles, CA 90004 INSURER(S) AFFORDING COVERAGE NAIC # Phone: 424.576.1044 Fax: 426.576.1088 524510 INSURER A : LOS ANGELES INSURANCE COMPANY INSURED 647848 INSURER B : AIG SPECIALITY De.kai Designs, LLC 467990 INSURER C : Alan Workman Co 751 S Spring St INSURER D : Los Angeles, CA 90014 INSURER E : INSURER F :
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THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR
ADDL SUBR INSR WVD
TYPE OF INSURANCE
POLICY NUMBER
POLICY EFF POLICY EXP (MM/DD/YYYY) (MM/DD/YYYY)
GENERAL LIABILITY
COMMERCIAL GENERAL LIABILITY CLAIMS-MADE
OCCUR
A
CL34576281
05/22/2014 05/22/2015
GEN'L AGGREGATE LIMIT APPLIES PER: PROPOLICY LOC JECT AUTOMOBILE LIABILITY
B
ANY AUTO ALL OWNED AUTOS HIRED AUTOS
LIMITS
EACH OCCURRENCE DAMAGE TO RENTED PREMISES (Ea occurrence)
$
MED EXP (Any one person)
$
PERSONAL & ADV INJURY
$
GENERAL AGGREGATE
$
PRODUCTS - COMP/OP AGG
$
$
5,000,000 500,000 10,000 5,000,000 5,000,000 5,000,000
$
SCHEDULED AUTOS NON-OWNED AUTOS
AU34576281
05/22/2014 05/22/2015
COMBINED SINGLE LIMIT (Ea accident)
$
BODILY INJURY (Per person)
$
5,000,000
BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident)
$ $
C
UMBRELLA LIAB
OCCUR
EACH OCCURRENCE
$
5,000,000
EXCESS LIAB
CLAIMS-MADE
AGGREGATE
$
5,000,000
DED RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below
$ WC STATUTORY LIMITS
Y/N N/A
WC34576281
05/22/2014 05/22/2014
OTHER $
500,000
E.L. DISEASE - EA EMPLOYEE $
500,000 500,000
E.L. EACH ACCIDENT
E.L. DISEASE - POLICY LIMIT
$
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DESIGN COMPANY - program, design and construction documents.
CERTIFICATE HOLDER
De.kai Designs, LLC 631 N. Larchmont Blvd Los Angeles, CA 90004
ACORD 25 (2010/05)
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Excerpt from The Architect’s Handbook of Professional Practice, 13th edition ©2000
Historic Preservation Robert Burley, FAIA, and Dan L. Peterson, AIA As a growing number of communities seek to preserve and enhance their historic structures and districts to stimulate tourism and economic growth, historic preservation services are in increasing demand.
Historic preservation services embrace a range of activities that include preservation, rehabilitation, restoration, and reconstruction. Although portions of each service overlap with others, the following are the accepted definitions: • Preservation applies the measures necessary to sustain the existing form, integrity, and materials of a historic property. Preservation work generally focuses on the ongoing maintenance and repair of historic features and materials rather than extensive replacement and new construction. • Rehabilitation adapts a property for a compatible use through repair, alteration, and addition while preserving those portions or features that convey its historical, cultural, or architectural values. • Restoration accurately depicts the form, materials, features, and character of a property as it appeared at a particular period in time. Restoration retains as much of the fabric from the historic period as possible. Inconsistent features may be removed and missing features faithfully reconstructed in accordance with the restoration period. • Reconstruction depicts, with new construction, the form, materials, features, and character of a property that no longer exists, as it appeared at a particular period of time, usually in its historic location. In the last few decades public recognition of the cultural and economic value of historic preservation has increased dramatically. As a result, the number of architects involved in preservation projects is steadily growing.
CLIENT NEEDS
Summary HISTORIC PRESERVATION SERVICES Why a Client May Need These Services To conform to local historic preservation regulations To qualify for tax incentive programs for historic properties To promote community revitalization or tourism To demonstrate support for historic preservation interests Knowledge and Skills Required Fundamental architectural knowledge and skills Knowledge of historic building styles, interiors, and landscapes Knowledge of historic construction methods and materials Familiarity with preservation technologies and techniques Research and investigative skills* Knowledge of government historic preservation tax and grant programs Representative Process Tasks Define project goals Assemble project team Determine significance and condition of property Determine applicable regulations Research history of property and document existing conditions Develop design concept and cost estimate Develop final design Participate in construction procurement and construction phases * Special archaeological expertise may be required for certain sites.
With increased public interest, more and more jurisdictions are adopting historic preservation regulations. These generally protect the appearance of existing structures in historic districts or of individually designated historic buildings. The purpose of such regulations is often aesthetic, but they are also intended to preserve community identity and historic culture. In some areas of the country, a property rights backlash is developing as property owners oppose such regulations, which they consider uncompensated “takings.”
ROBERT BURLEY is principal of the Burley Partnership in Waitsfield, Vermont. He served on the AIA Task Force for the West Front of the U.S. Capitol, and his firm has completed numerous historic preservation and restoration projects. DAN PETERSON has practiced as a historical architect since 1975. He has served as chairman of the AIA Historic Resources Committee and the AIA Historic American Buildings Survey Advisory Committee.
Supplemental Architectural Services
©2000 AIA
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Tax incentive and grant programs at the federal, state, and local levels directly stimulate the market for preservation services. Owners of historic houses already qualify for federal rehabilitation tax credits, and it appears likely that even stronger federal tax incentives for homeowners will be passed. For business owners and community groups, the federal government and many states offer an array of tax incentive and grant programs. Many of these programs link historic preservation to urban revitalization and economic development objectives. The resources available to those working on historic properties make them attractive to many different types of clients for a variety of reasons. Architects offering historic preservation services must be familiar with the government programs that support preservation activities as well as knowledgeable about historic architecture. Compliance with preservation regulations. Many clients—homeowners as well as institutional and corporate clients—seek historic preservation services because their properties are in a location subject to historic preservation regulations. A key service historic preservation architects can provide for these clients is guiding a project through the approval process administered by increasingly overburdened state and local preservation offices. Qualification for funding and tax credits. An architect who is well versed in tax credit and grant programs for historic preservation can be of great value to clients who may not even realize their property has historical significance. Buildings need only be 50 years old to qualify for listing in the National Register of Historic Places, which is a prerequisite for many funding incentive programs. Many modern buildings are now reaching the age of eligibility. As well, the criteria for landmark status have widened considerably in recent years to include buildings that are significant largely in terms of cultural history rather than architectural value; an example might be the first McDonald’s restaurant. Because the availability of tax credits or grants can make the critical difference in the financial feasibility of a project, architects familiar with the process and eligibility requirements for taking advantage of tax credits and incentives offer a valuable service. Determination of architectural significance and development of a preservation plan. Architects who offer historic preservation services advise their clients on preservation, rehabilitation, restoration, or reconstruction approaches appropriate for a project. The architect determines which parts of a building(s) are original and which are later additions, interprets findings for the client, and coordinates the work of other specialists required for a project. The historical importance of the persons or events related to the project and the project’s aesthetic value, architectural character, existing condition, and future function are some of the factors considered in the development of a preservation approach. In some cases a client may discover during site analysis that a property has historical significance. The architect may then be required to oversee archaeological activity and make recommendations for proper handling of historic structures or resources found on the site. Depending on the locale, these activities can be regulated by state or local historic preservation regulations. Government clients hire historic preservation architects for urban and regional planning projects (the majority of which now contain a historic preservation element), for community revitalization projects that encourage tourism and/or economic growth, and for work on public parks and historic sites. Public agencies upgrading their historic buildings for continued or adaptive reuse sometimes require design teams to include an architect with expertise in historic preservation. Government agencies face increasing public opposition to construction of new transportation facilities due to concerns about destruction of cultural and natural resources. In order to gain approval for these projects, agencies often package historic preservation programs with civil engineering projects. For this reason civil engineering firms often engage in subcontracts with architects who have historic preservation expertise. Correct handling of historic materials. Many architecture firms specialize in building preservation, historic reconstruction, and preservation planning. These firms offer services that help other architecture and planning firms with issues related to archaic materials, systems, and elements that are the character-defining features of historic buildings. Many architecture firms may consider themselves capable of working on historic buildings because of their experience with rehabilitation work. However, unless they are true specialists, they often are not aware that improper treatment of archaic materials and systems will
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Supplemental Architectural Services
©2000 AIA
accelerate the deterioration or failure of buildings rehabilitated using contemporary approaches. The burgeoning of historic preservation work has fostered the emergence of sophisticated methodologies and technologies. Architects frequently consult with historians or with a growing cadre of consultants who specialize in preservation technology. These experts use new scientific technologies for dating and identifying the exact type of building materials originally used. They also help locate supply sources. The Internet has helped information flow, making sources of specialized services and products easier to locate. Services related to historic preservation include master planning, urban planning, site analysis, research and assessments, programming, building design, construction documents, construction procurement, construction contract administration, and landscape design.
SKILLS Providing preservation services requires well-developed abilities in analysis, recognition, and restoration of buildings and other historic resources. The practitioner needs knowledge of historic building techniques and materials; expertise in architectural history; specialized experience in research, fieldwork, and analysis of historic artifacts; an understanding of techniques for conserving architectural materials; and the skills and experience to investigate, document, research, and analyze finishes, lighting, furnishings, and decorative arts in building interiors. Training and experience. Some clients have defined training and experience requirements. The U.S. Department of the Interior, for example, requires that professionals providing “historic architecture” services for its projects must meet the department’s guidelines for rehabilitating historic structures. At minimum, these individuals must have a professional degree in architecture or a state license to practice architecture plus either at least one year of graduate study in historic preservation, American architectural history, preservation planning, or a closely related field or at least one year of full-time professional experience on historic preservation projects. The Interior Department’s professional qualifications standards further specify that the year of graduate study or experience must include detailed investigations of historic structures, preparation of historic structure research reports, and preparation of plans and specifications for preservation projects. Specialized skills. The architect who practices historic preservation must keep abreast of government programs that affect projects with historical significance. Networking is important so that the firm can locate appropriate consultants and identify suppliers of services and building products that may no longer be available in the mainstream. Specialists that may be required include historians, archaeologists, architecture conservators, and historic interiors specialists. Other related disciplines include structural, mechanical, and electrical engineers and landscape architects.
PROCESS Often historic preservation projects require quite a lot of predesign and research time. Coordination with regulatory agencies is also a step that should be initiated early in the process to be certain the work that is planned will be found acceptable by zoning agencies or agencies managing grant or tax incentive programs. Factors affecting the scope of services. Among the factors that can affect the scope of services for a historic preservation project are the basic nature of the effort (to preserve, rehabilitate, restore, or reconstruct), the applicable historic preservation regulations, the significance of the property and facility, and the condition and integrity of the structure. Teaming approach. When possible, it is best to team with structural, mechanical, and electrical engineers and landscape architects who have experience in the special procedures required for preservation of historic structures. Architects who have minimal or no experience with historic preservation projects should include a historic preservation architect on the team. The role of this specialist would be to perform research and assessments, prepare the necessary preservation documents, and provide technical expertise for the proper treatment of archaic materials and systems.
Supplemental Architectural Services
©2000 AIA
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Time Sheet: KYLE TRUONG
Time Sheet: KYLE TRUONG
Time Sheet: KYLE TRUONG
Time Sheet: KYLE TRUONG
Time Sheet: SUSAN BECAR GUZMAN
Time Sheet: SUSAN BECAR GUZMAN
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Time Sheet: SUSAN BECAR GUZMAN
Time Sheet: Angie TRAN
Time Sheet: Angie TRAN
Time Sheet: Angie TRAN
Time Sheet: Angie TRAN
Time Sheet: DEEPSHIKHA SHARMA
Time Sheet: DEEPSHIKHA SHARMA
Time Sheet: DEEPSHIKHA SHARMA
Time Sheet: DEEPSHIKHA SHARMA
Time Sheet: donyelle hammond
Time Sheet: donyelle hammond
Time Sheet: donyelle hammond
Time Sheet: donyelle hammond
Time Sheet: GHUFRAN SHOWAIL
Time Sheet: GHUFRAN SHOWAIL
Time Sheet: GHUFRAN SHOWAIL
Time Sheet: GHUFRAN SHOWAIL
Time Sheet: HEIDI EISENBERG
Time Sheet: HEIDI EISENBERG
Time Sheet: HEIDI EISENBERG
Time Sheet: HEIDI EISENBERG