CLIENT: ______________________________________ DATE: ______________
ADDRESS: _____________________________________
The undersigned agrees to retain [NAME OF COMPANY] to prepare preliminary plans and specifications for proposed construction services:
PROPOSED PROJECT DESCRIPTION:
TARGET BUDGET:
THE FOLLOWING SHALL BE INCLUDED:
Meeting 1 – With owners:
- Measure the existing areas to be affected by the new project(s).
- Gather information about the proposed project(s).
- Images from magazines, specifications for equipment or fixtures to be incorporated into the project, sketches, or any other types of images from the owner(s) would be helpful.
- A design concept will be developed based on the target budget and information gathered at the first meeting.
Meeting 2 – Presentation:
- Drawings will be created to express design concepts for owners to visualize design intent. Drawings will include floor plans, exterior views, interior overviews, and/or interior “picture views” as needed to express and confirm design concept with owners.
- A preliminary budget will be provided based on design concept presented
- At the end of the presentation the owner(s) will review and comment.
- Details and product specifications and/or allowances are confirmed and/or established as needed to generate a written proposal for the project(s).
Meeting 3 – Final Presentation:
- Final concept plans are presented reflecting the owner’s comments.
- A detailed written proposal will be presented based on the project design and specifications established at meeting 2
- Cost to complete construction plans ready for permit approval will be included in the total project cost. Plans for permit and construction will be completed after acceptance of a construction contract.
Payment Terms
Before the project begins, 50% of the payment shall be made by the client.
After the project is complete, the remainder of the payment shall be made.
The sum of $ _____________ is hereby acknowledged as received.
Additional Terms of This Agreement
Should our Company be authorized to complete all or a substantial portion of the proposed project(s) at meeting 3, the RETAINER FEE for preparing preliminary plans, specifications and cost estimate shall be credited in full against the final cost of the project. There will be no credit for the retainer fee if the project is not accepted at meeting 3.
It is also agreed that all plans and specifications shall be for the exclusive use of; and will remain the property of [NAME OF COMPANY] until a Construction Contract agreement for the proposed work is reached between both parties. No plans will be given to you during the design process. You are welcome to view all plans at the contractor’s office at a mutually agreeable time.
No warranties shall be made on existing structures when performing maintenance services. Our Company is not responsible for any preexisting conditions.
All changes in orders shall be agreed upon and made in writing.
Note: Should the scope or budget of the project change during the design phase, an addendum shall be written on the space provided below for the clients’ authorization, reflecting the changes and any additional costs that may or may not affect the original design and/or project budget.
In the event of any dispute, the parties agree to opt for mediation.
This agreement has been made, interpreted and construed in accordance with the laws of __________
ACCEPTANCE OF DESIGN/BUILD RETAINER AGREEMENT
_______________________________ ____________________________
CLIENT
SIGNATURE: _________________________________________
DATE: ______________________________________________
COMPANY
SIGNATURE: ________________________________________
DATE: __________________________________________
At Legal writing experts, we would be happy to assist in preparing any legal document you need. We are international lawyers and attorneys with significant experience in legal drafting, Commercial-Corporate practice and consulting. In the last few years, we have successfully undertaken similar assignments for clients from different jurisdictions. If given this opportunity, The LegalPen will be able to prepare the legal document within the shortest time possible. You can send us your quick enquiry ( here )