client contracts
TRANSCRIPT
introduces
Builder Academy
TheClient Contract
Series
Builder-Resources.com Builder-Academy.com
A Construction Business Curriculum Designed to Help the Independent Builder Transition to a Lean
and Efficient Technology-Based Environment
Builder Resources
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Design-Build Contracts
1. Schematic Design Agreement2. Design Development Agreement3. Construction Drawing Agreement4. Construction Agreement5. Mold Disclaimer and Waiver6. Builder Limited Warranty
DISCLAIMER: This discussion is presented as a matter of business management. Any action on your part should be discussed with your legal counsel. Builder-Resources.com is not a legal advisor, and is not practicing law by discussing these business documents.
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Design-Build Contracts
The Construction Agreement (item 4) is the most important to you.
It is critical to impress on the client that you are interested in assisting them in arriving at the best project design possible, and will be happy to build their project from plans developed by any other design professional.
Don’t make them feel “locked-in”.
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Schematic Design Agreement
• General outlines for rooms, window and door locations
• Preliminary kitchen and bath layouts• Notes concerning the client's design
suggestions• Elevations showing what the exterior lines of
the house will look like• Preliminary budget for the house prepared
using standard specifications
Deliverables: Click for Sample
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Design Development Agreement
• Decorative details• Storage details• Bath and Kitchen details• Specification folder initiated• More detailed budget prepared• Alternatives suggested to maintain
budget constraints
Deliverables: Click for Sample
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Construction Drawings Agreement
• Engineering details• Structural details• Trade drawings• Your Company Scope of Work• Energy Compliance calculations• Final Budget
Deliverables: Click for Sample
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Construction Agreement
• Role Risk• Work Risk• Financial Risk• Payment Risk• Performance Risk• Materials Risk• Unknown Risks
Risk Management: Click for Sample
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Exhibits
• Floor Plans and Elevations• Initial Specifications• Mold Disclaimer and Waiver• Builder Limited Warranty
Click for Sample
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Floor Plans and Elevations
• Final drawings• May be from your office or from another
design professional• Either way, signed and dated by Client
Includes: Click for Sample
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Initial Specifications
• Listing of materials andproducts used to createproposal on which the Construction Agreement is based
• Any future changes will be made in a Confirmation of Instructions (Change Order)
Include: Click for Sample
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Mold Disclaimer and Waiver
• Client education• Homeowner mold prevention information• Mold prevention resources• Mold disclaimer and waiver
Include: Click for Sample
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Builder Limited Warranty
• Begin and end date• Warranty exclusions• “Pass-through” warranties• Maintenance requirements• Non-warrantable conditions• Warranty remedies available to Client
Include: Click for Sample
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Interactive Contract Package
Take a look --
Only $50.00 for entire package, or$30.00 for the Construction Agreement
Sure, you can re-type all the contract samples I have provided, but is that a smart use of your time?
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Final Disclaimer
I don't know if I can say it enough times, so I'll say it once more. This discussion is about the BUSINESS aspects of these agreements which I use in my business. If you decide to use any of the above information or documents in your business, be sure to discuss any such use with your legal counsel.