1. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Our “Reality Check” Budget provides our clients
with the cost framework to choose what to do.
Once they make that decision we get to work
clarifying every detail of the real project so that
you can provide a fixed cost for the scope of
work items we’ll include in our contract.
Here is how it works…
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
2. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Aspirations and projected costs are in balance
with what it takes
to accomplish
those goals
The features of the project
are aligned… $
What’s possible At what cost
NOW WE UNDERSTAND
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
3. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Detailed Drawings and Product Schedules are created
The goal is to provide clear
descriptions of the work to be
done, the materials to be used,
and how they’re assembled
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
4. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Our goal is to produce a
fixed price construction
contract based on a clear
scope of work for
everyone involved.
Here’s what we do to gain
that clarity…
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
5. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
CLIENT NAME VENDOR NAME
If you have provided
preliminary budget
VENDOR NAME
information we will
send you the scope of
work with the costs you
provided
Quote reference with date
Quote reference with date
Quote reference with date
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
6. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
CLIENT NAME VENDOR NAME
This allows you to review and
update each scope item, its cost,
and add any comments. We provide
INSTRUCTIONS clear instructions about what to do.
VENDOR NAME
VENDOR NAME
Totals for Project Categories and Phases
Reference to the
quote date Confirm Each Cost or
Update with comments
Quote reference with date
Quote reference with date
Notes are provided for
clarity
Quote reference with date
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
7. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
CLIENT NAME VENDOR NAME
Dates on plans for reference
When we are all “on the same page”
Total Contract Amount
we will send you the final
agreement and ask you to OK each
VENDOR NAME
scope item one last time.
VENDOR NAME
FINAL AGREEMENT IS SIGNED BY BOTH PARTIES
For confirmation every item is
OK’d in the final version
Quote reference with date
Quote reference with date
Your comments may be
added for clarity
Quote reference with date
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
8. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
If you were not asked for
an estimate during the
“reality check” budget
phase. We will send you
the budget proposal
form.
We create this form to
TASK ITEMS
make responding clear
and easy.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
9. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Clear instructions about the purpose The project, who will
do the work, the active
and use of the form are provided. plans, and the date
A review of what to do
A reminder about the need to
respond in a reasonable time
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
10. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Then each item is listed with space for
you to provide cost, time, and comments What is the
estimated cost for
each item and how
long might it take
Is this just an
estimated cost or
can it be used to go
to Contract
Comments about
this item that we
need to pay
attention to
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
11. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
If needed, we provide special notes about the task to
call attention to specific requirements or conditions.
We add special technical notes,
site conditions, or comments that
you have provided about this task
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
12. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Those notes then appear in the in the final work
authorization
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
13. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
We enter cost information
provided by every sub and
product vendor and use
this to determine the final
contract cost for the
project.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
14. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
Our contract references
two essential project
documents
The Project Plans by title and date
The Scope of Work that
includes every item you have
made a commitment to
complete at an agreed cost
A project start date and
target completion period
… and a timeframe
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
15. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
The client receives the
written scope of work
that includes every
item in each phase and
category in the exact
same language that you
were provided, but
without the special
technical notes.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
16. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
The system is designed to keep us all aligned
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
17. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
By managing information in
this way we are striving to
make the best use of
everybody’s time.
We depend on you to
understand our process so
the work goes smoothly and
we are clear about what we
expect from each other.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
18. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
What happens next?
Once our client signs the construction
contract we will be sending you your
signed Independent Contractor Work
Authorization (ICWA).
You will be notified of the schedule
and asked to maintain a commitment
to your place in the master plan.
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants
19. PROJECT PLANNING PRODUCING THE PROJECT CONTRACT
MAKE
SENSE
Designers & Builders of FUTURE FRIENDLY HOMES • Certified Passive House Consultants