HIGHLAND VALLEY

client :

Heidi Saucier

Date:11/15/2024. Estimate:#1

By Melo Company

Dear Client,

We sincerely appreciate the invitation to present our Proposal for Professional Services for your house renovation.

We take great pride in delivering personalized, one-on-one attention to each of our clients, ensuring their unique needs and vision are at the forefront of our design process.

Our commitment to client satisfaction includes traveling to meet with the client in person, allowing us to thoroughly understand their requirements and ensure that every detail is carefully considered and incorporated into the design fee.

who WE ARE

We are Forma an emerging Design Studio, comprised of a team of young professionals with international experience in places like Chile, the Dominican Republic, and Miami.

We are characterized by having an innovative vision and a strong commitment to excellence in design. Our design line focuses on creating spaces that are both minimalist and highly functional.

The Studio stands out for its meticulous attention to detail and the integration of interior and exterior spaces, always seeking harmony between the built environment and the surrounding landscape.

We prioritize functionality and simplicity in our designs, resulting in buildings with clean lines and a minimalist aesthetic.

This approach is complemented by the use of large glass enclosures and an emphasis on the importance of natural light, which creates a uid connection between the interior and exterior spaces.

These elements contribute to generating volumes that o er a sense of lightness, spaciousness, and connection with the surrounding environment.

Sustainability and energy e ciency are fundamental pillars in each of our projects.

We use sustainable materials and high-tech construction techniques, always aiming to minimize environmental impact and ensure a prolonged useful life for our creations.

We have the rm objective of becoming an internationally awarded studio, dedicated to o ering innovative and personalized solutions that respond to the unique needs of each client.

We are characterized by the continuous search for the perfect balance between form and function, creating buildings that are not only aesthetically attractive but also functionally e cient and well-constructed.

INDEX

INTRO

PAG.01

who WE ARE PAG.02

INDEX PAG.03

DESCRIPTION

PAG.04

COMPENSATION

SCHEDULE PAG.10

general conditions

PAG.12-13

PHASES DESCRIPTION

PAG.05-09

FEE BREAKE DOWN

PAG.11

RECENT PROJECTS

PAG.14

I am forwarding the estimated costs for the renovation design of an approximately 5,000-square-foot residence located on an existing lot in the Highland Valley Rd area, California.

The scope of work encompasses a comprehensive redesign of the main house, including all interior spaces and an overhaul of the existing layout to enhance functionality and aesthetics.

This also involves a fresh approach to the house’s facades, introducing a contemporary design that elevates the property's visual appeal. Additionally, we will incorporate a detached BBQ area, strategically designed to harmonize with both the main structure and the surrounding landscape.

Our design will include a complete lighting and electrical plan, proposing new electrical outlets and modernized illumination solutions to complement the updated layout. Material selection for both the interior and exterior spaces will be carefully curated to ensure a cohesive and high-quality nish throughout.

We will guide the project through all key design phases, including the conceptual design, schematic design, design development, and nally, the creation of construction documents, with a focus on maximizing the e ciency of each area to fully utilize the available space.

Phase 1

Concept Design. (Approximately 3.5 Weeks)

Phase 2

Schematic Design. (SD)

3d Model Review (Approximately 3.5 Weeks)

Phase 3

Design Development. (DD)

Coordination of the project with consultants from the various specialties involved. (Approximately 4 Weeks)

Phase 4

Construction Document Development. (CD) (4 Weeks)

Concept Design - phase 1

Preliminary design of spaces, spatial analysis, and development of an area chart, distribution study, as well as de ning the design line together with the client. Both parties will discuss all the client's requirements and needs. The goal of this phase is to achieve a preliminary design where an area program will be developed and its relationship with the rest of the spaces, as well as the evolution of the design line. The following documentation will be delivered at this stage.

Content of plans to be presented in the proposal:

Presentation of levels 1, 2 layouts .

Style and architectural intention proposal (Moodboard)

Reference of nishes and elements to be incorporated

DELIVERY TIME: 2-4 weeks.

schematic design - phase 2

The objective of this phase is to develop the design to a more technical level, focusing on de ned areas, styles, nishes, and especially the functionality of the spaces, primarily for visualizing the entire space.

In this phase, the project will be developed through 3D modeling with clearly de ned intervention areas, styles, and nishes, allowing the client to fully visualize the functionality and aesthetic of the spaces.

Plan content to be presented in the proposal:

3D Model.

DELIVERY TIME:

2-4 weeks.

DESIGN DEVELOPMENT - PHASE 2

Upon owner’s approval the plans The drawings and documents will be detailed with dimensions, construction notes and speci cation.

Content of plans to be presented in the proposal:

Develop residential units’ layout as per design intent. Coordinate domestic requirements and specify nishes. We will propose the locations for electrical outlets and an illumination design intended to enhance the overall aesthetic and functionality of the space. Develop lighting layout.

DELIVERY TIME:

2-4 weeks.

Construction Drawings -Phase 4

In this phase, we will detail the project to the maximum level, providing comprehensive notes, detailed speci cations, material schedules, and xture schedules to create a "builder's manual" that enables ownership to construct the project with ease and precision

All set of plans and details.

10 Final Renders.

DELIVERY TIME: 2-4 weeks.

Permitting

As discussed, permits are not included in this proposal.

Construction.

Once nal design is approved any construction administration activities will be billed to the client.

The Owner's Responsibilities

The Owner shall provide full information regarding requirements for the project, including but not limited to Updated survey Building Plans, schedules, budgets, and any other information needed to commence work.

The Owner shall supply the information, retain the required consultants, and render decisions as expeditiously as necessary for the orderly progress of the Design services and the Project.

Additional Services

No additional services will be performed unless authorized, in writing, by the Owner. If authorized, the owner will be billed hourly for the additional services rendered see hourly rates. Any services not delineated above as Additional Services. If requested by the Owner or the Owner’s Representative, the Parties will calculate an additional fee at that time.

These additional services may include but are not limited to:

Making revisions or additions to drawings, speci cations, or other documents when the changes are inconsistent with previous direction, contradict previous direction, or the result of program modi cations.

Change in the volume of work (Project size, complexity, and budget).

Schedule changes or project extensions.

Budget or value engineering requirements, which require changes or modi cations to completed drawings the Owner has approved.

Services not included

The following services as not included. If requested by the Owner, they may be added as an additional service.

Cost estimating and cost control by third party selected by the Owner.

Design revisions after approval of an accepted concept and/or additional concepts beyond those identi ed in the proposal. Any such additional professional services shall be subject to a separate proposal requiring the Owner’s approval to proceed.

Surveying

Signage

Marketing material

Material Boards

Physical Models

Separation of the project construction into phases or other development strategies, that may be employed that required assembly of construction documents sets.

Extension of construction time.

Preparation of professional renderings beyond what was mentioned in the Agreement.

Documentation speci c to LEED certi cation.

Additional Provisions

To the maximum extent permitted by law, the Owner agrees to limit the Designer’s and project Team’s liability to an amount equal to their respective fees. This limitation shall apply regardless of the cause of action or legal theory asserted.

All documents produced or furnished by the Designer under this agreement are instruments of service.

Upon payment in full for services rendered, the Designer shall grant joint proprietorship of such documents.

The Owner shall carry the sole risk of reusing, reproducing, or modifying these documents without the Designer’s written permission.

The Owner agrees to indemnify and hold the Designer harmless from all claims, damages, and expenses arising from such use of these documents.

Compensation Schedule

Phase 1

Concept Design. (Approximately 3.5 Weeks)

Phase 2

Schematic Design. (SD) 3d Model Review (Approximately 3.5 Weeks)

Phase 3

Design Development. (DD)

Coordination of the project with consultants from the various specialties involved. (Approximately 4 Weeks)

Phase 4

Construction Document Development. (CD) (4 Weeks)

Fee Break Down

EMAIL: CASATICORP@GMAIL.COM

ACCOUNT NUMBER: 229058153010

ROUTING NUMBER: 063100277

BANK SWIFT CODE:BOFAUS3N OR CHECKS ON THE NAME OF CASATI CORP

general conditions

The economic o er will be formally approved through the signature of the contractor on this document and the issuance of the rst payment described above.

The Contractor reserves the right to make all observations during the process of preparing and reviewing the content stipulated in this o er. If there are any design-related observations, they will be accepted as long as there is no signi cant variation from the initially approved design; in the case of substantial modi cations that require transforming the design, the Contractor will pay an amount established by mutual agreement between the parties.

If the project is suspended or interrupted for reasons beyond the Contractor's control, the Contractor will be obligated to pay up to the stage in which the project is at that time.

The Contractor commits to delivering what is established in the o er within the times speci ed in this document; in the event of modi cations, the delivery date will be rescheduled according to the magnitude of the modi cation.

The payment of fees or taxes for obtaining construction, activity, operation, or any other necessary permits for the execution of the works or activity is not included.

The rm does not manage permits before any entity.

The project does not include prints for governmental or private entities. All of the above will be paid monthly by the client, according to the receipts presented to them, which will apply a factor of 1.10 of direct cost for the administrative expenses incurred.

The client acknowledges that the rm has no direct control over the construction costs presented during the project process, as well as during the execution of the construction.

Any construction cost estimate made based on the rm's professional experience and best judgment is not a guarantee that contractor contracts or proposals will not vary from such cost estimates.

If supervision and/or architectural residence services are included during the construction phase of the project, it is understood that the builder is responsible for the construction of the project and that the rm is not responsible for the acts and omissions of any contractor, subcontractor, material supplier, safety programs, construction methods and techniques, sequences, and procedures employed by the builder.

In case of errors or omissions in the documents made by the rm, it will be responsible for correcting its documents either before construction or documenting the corrections to be made during the construction.

Under no circumstances will the rm be responsible for covering a construction expense as it is not attributable to it.

The client acknowledges that if the services commissioned are carried out, which is the object of this proposal, and since it is a commissioned work, they recognize the authorship of the rm, and credit will be given to the rm for the project in any publication or advertisement of this project.

It will also be allowed for the rm to place a spectacular advertisement on-site during the work, alluding to its involvement in the preparation of the projects.

The client is responsible for hiring the decoration services unless included in this contract.

All sets of prints not included will be quoted and charged separately.

“Shop Drawings” are not included. These will be the responsibility of the contractors or manufacturers, as they make them based on the architectural designs and are used for the fabrication of the various construction elements, which may have variations according to the procedures each builder deems appropriate, examples: aluminum windows, ironwork, carpentry, etc.

The review of these is part of the work during the Architectural Supervision phase; the rm is not responsible for omissions by the contractor for the works.

Payment Conditions

An invoice will be presented to the client as stipulated in the payment schedule, with the client having ve business days for approval.

The invoice will be paid by bank transfer within a maximum period of 15 days from the date of the corresponding invoice.

Payment will be made to the bank account described and for the amounts speci ed in this contract.

The payment of fees or taxes for obtaining permits for construction, activity, operation, or any other necessary permits for the execution of the works or activity is not included.

The payment of fees will not depend on obtaining o cial permits, nancing, or any other circumstance unrelated to the work developed by the rm.

This budget will be valid for two months from the date of sending the o er.

Provisiones Adicionales

To the fullest extent permitted by law, the Owner agrees to limit the Designer's and the project team's liability to an amount equal to their respective fees.

This limitation will apply regardless of the cause of action or legal theory asserted.

All documents produced or supplied by the Designer under this agreement are service instruments.

Upon full payment for the services rendered, the Designer will grant co-ownership of said documents.

The Owner assumes the sole risk of reusing, reproducing, or modifying these documents without the Designer's written permission. The Owner agrees to indemnify and hold the Designer harmless from all claims, damages, and expenses arising from such use of these documents.

Early Termination, Breaches, and Penalties

In cases of breach by either Party of the contractual obligations, the other party may demand compliance with the Contract or termination, with compensation for damages in both cases.

At any time, the CLIENT may unilaterally withdraw from the Contract, provided that the following conditions are met:

a) Formal noti cation to the Firm, with a minimum notice of thirty (30) calendar days before the e ective date of withdrawal, indicating the intention to disengage from the Contract.

b) Payment to the Firm of the fees accrued in each phase, which have been carried out up to the moment of withdrawal, and 5% of the remaining phases for lost pro ts.

In any case, the outgoing Firm is obliged to deliver to the Client all the necessary documentation and information required for the continuation of the work by another professional or for the proper maintenance and archiving of the "Project" documentation, within a non-extendable maximum period of 10 calendar days from the date of termination and payment of the contractual relationship.

In case of termination of this Contract by the Property restricting the contract, the Firm will be entitled to receive a payment in addition to the already owed fees, the total corresponding to the current phase, and 10% of the value of the remaining phases as lost pro ts.

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Company