Phase Terms of Agreement | The Best Stay Ever

Terms and Conditions

PHASE ONE

Agreement between:

[The Designer] refers to A Curated Cabin, its owners, partners, designers, staff, and/or contractors

[The Client] refers to any party (individual, multiple, or company) considered owner of the proposed project

Design Phase 1: Project Assessment + Programming Inclusion

[The Client] understands that [The Designer] will commence work once this Proposal for Design Phase 1: Project Assessment + Programming services has been accepted by [the Client] in writing & payment has been received for the amount in full.
[The Client] understands that the general goal of Phase 1 is discovery and development of the scope of work and Proposed Preliminary Budget parameters for [the Designer] to use to execute a complete design.
[The Client] agrees to submit to [the Designer] within five [5] business days from the time the proposal is signed all pertinent documentation and information, existing floor plans, relevant photos, and/or hyperlinks to current listings for project on booking websites, real estate websites, or other places that may have information (visual or written) that will help [the Designer] understand the scope of work and extent of services needed. Please contact [the Designer] if an extension to providing documentation and information is needed. Should the agreement not be signed and paid within the five day window, [the Designer] reserves the right to alter the agreement.
[The Designer] will review all documentation sent by the [the Client] and perform a virtual survey using above mentioned documentation to create a preliminary framework for the extent of the project, scope of work, and extent of services required by [the Client].
[The Designer] will submit to the client a “Style Guide” for their review in preparation for the Phase 1 Review meeting (listed below).
[The Designer] will produce an initial project overview + estimated budget for the proposed scope of work including services for [the Designer] as well as products and materials including but not limited to furnishings, fixtures, equipment (FF&E), materials, and accessories.
Upon completion of the above stated documents, [the Designer] and [the Client] will review all documentation at one (1) Phase 1 Review meeting conducted via Zoom with visual presentation.
It is at this Phase 1 Review meeting that [the Designer] will also propose early design concept and possible ways to maximize space, efficiency, and increase the general value of the project, interior, exterior, and property to be further investigated and defined in later phases.
Thereafter Phase 1 Review meeting, [the Client] may elect to solicit additional services with requested revisions and progress to Phase 2: Conceptual + Schematic design, OR decline offer for further design services.
Should [the Client] elect to continue a working relationship with [the Designer]; designer will utilize all information gathered and feedback provided to revise general scope of work, Proposed Preliminary Budget, and produce a formal proposal to begin Phase 2: Conceptual + Schematic Design Agreement.
Should [the Client] decline services for further design phases for Interior Design, services for Consulting, Marketing, Branding, or Management will not be affected. [The Designer] will procure and transfer the following documents for [the Client]’s general use:

Proposed Preliminary Budget Summaries
A Curated Cabin© “Style Guide”
Documentation given to [the Client] produced by [the Designer] is copyrighted and proprietary to only [the Client] regardless of the status of the relationship between the two parties; active or inactive. [The Client] agrees to not share, distribute, photograph, screen share, print screen, or otherwise reproduce [the Designer]’s work for distribution to any party not a legal owner of the project/property this proposal is extended for, including but not limited to general contractors, subcontractors, developers, real estate agents, competing designers, or other investment property STR owners.

Payment

Payment can be made by selecting Pay Now, after [the Client] signature is received, or for no fee by sending a Zelle payment using cz@acuratedcabin.com.

Terms and Conditions

All documentation is proprietary and Copyrighted by A Curated Cabin. Neither Party will disclose any confidential information which comes into their possession under or in relation to shared documents during or after project completion to anyone not considered an owner to the proposed project/property/entity. Neither party shall be liable for failure to perform any obligation under this agreement if the failure is caused by any circumstances beyond its reasonable control, including but not limited to acts of God, war, or industrial dispute. Requests for revisions and/or refunds are at the sole discretion of A Curated Cabin. Proposal fee pricing is good for 10 days from the date listed on the proposal. A Curated Cabin's hours of operation are Monday - Friday from 9 am - 5:30 pm CT.

PHASE TWO

Agreement between:

[The Designer] refers to A Curated Cabin, its owners, partners, designers, staff, and/or contractors

[The Client] refers to any party (individual, multiple, or company) considered owner of the proposed project

Design Phase 2 Services

General Requirements
1. [The Client] understands that the general goal of Phase 2 is a precursor to the creative Design Development phase and firms up all information collected and assessed in phase 1. It is important to note that just as Phase 1 is the foundation, Phase 2 is the framing on which the entire design is built, and the final checkpoint to ensure appropriate expectations are set for both [the Designer] and [the Client].
2. With this agreement [the Client] grants consent to [the Designer] to coordinate directly with applicable service providers; IE contractors, tradesmen, realtors, current owners, etc. It is [the Client]’s responsibility to ensure these interested parties produce necessary information and access to the site as needed. It is also understood that [the Designer] is not responsible for information or tasks unable to be executed due to lack of communication or withholding of information by any other party.
3. All dates - including shipping, installation, staging, and others - are estimates only. [The Designer] is not responsible for delays, including, but not limited to timeline impacts, delayed "go live" dates, and/or potential profit loss.
4. [The Designer] is responsible to carry liability insurance for any time spent at the project site, whether under construction or existing completed build, and regardless of ownership of the site (ie [the Client], builder, general contractor, developer, or financial institution].
5. Documentation given to [the Client] produced by [the Designer] is copyrighted and proprietary to only [the Client] regardless of the status of the relationship between the two parties; active or inactive. [the Client] agrees to not share, distribute, photograph, screen share, print screen, or otherwise reproduce [the Designer]’s work for distribution to any party not a legal owner of the project/property this proposal is extended for, including but not limited to general contractors, subcontractors, developers, real estate agents, competing designers, or other investment property STR owners.
Communications After Hours
1. Communications initiated by [the Client] after hours of operation will be addressed the following business day.
2. Should [the Client] request after hours communications; A Curated Cabin will be billed at time and a half.
Base Services Included: Site Survey
1. [The Designer] will perform a physical on-site survey to affirm Phase 1’s framework for the extent of the project, scope of work, and extent of services required by [the Client] is accurate. [The Designer] will utilize this time to observe the current conditions of the space, anomalies, preferred views and general orientation, status of game room, porches, decks, etc. Documentation given to [the Client] will include:
  1. Photos of the existing conditions
  2. Confirmation of room + deck sizes
  3. Confirmation for other design details the designer deems necessary
  4. Verify hot tub or deck placements if necessary
  5. Create a written observation summary for client review
2. Survey Disclaimers
  1. If [the Designer] is unable to gain access to project site on behalf of [the Client], [the Designer] will reassess fees as appropriate.
  2. [The Client] understands that [the Designer] is not a site, code, or OSHA inspector, or construction administrator of any kind and assumes no authority over these jurisdictions. All observances are strictly observational. It is at [the Client]’s sole discretion to use information observed on site as they see fit.
Base Services Included: (Option 1) Existing Floor Plan Documentation
1. [The Designer] will utilize an already existing floor plan drawn by / created by a third party provider.
  1. [The Designer] assumes no responsibility or liability for the plan provided, or its adherence to jurisdictional requirements.
  2. In the event [the Designer] observes, suspects, or verifies a violation of local building codes or requirements either in construction documentation or on project site; [the Designer] will notify [the Client] within two business days of acknowledgement of the issue.
  3. [The Designer] will not, and is not assuming responsibility for general code compliance, and will not advise [the Client] or any other third party, to act, react, or pursue any course of action, legal or otherwise.
2. Should [the Designer] find discrepancies during the project site survey between the provided floor plans and the existing conditions on site, [the Client] agrees to allow revisions and/or markups (redlines) as needed by [the Designer].
3. [The Client] is not obligated to request revisions from the original draftsman or provider, as revisions can be handled by [the Designer]. Design fees for revisions will be determined with each individual project, based on an hourly rate and number of revisions needed in order to accurately space plan and perform material take offs.
4. [The Client] understands that this step is necessary and required for [the Designer] to execute any / all design scopes.
5. [The Designer] will provide clear documentation with dimensions for any conflicting information or differences found between the existing plans and what was observed at the project site.
6. Documentation will include markups that show any areas [the Designer] deems worthy of note for affected square footages and/or material take offs.
7. Any recorded conflict by [the Designer] is observational in nature and provided to [the Client] to use as they see fit. [The Designer] will not advise any action, reaction, or responsible for any subsequent change to or termination of any contracts resulting from [the Designer]s conflict observation.
Base Services Included: Space Planning + Schematic Furniture Plan
1. [The Designer] will provide one (1) proposed space plan for [the Client]’s review and approval for design intent. [The Designer] will utilize this step to propose ways to create a more efficient floor plan and express areas of interest or design opportunities to [the Client] by early conceptual / schematic means for later design development in Phase 3.
2. Phase 2 Plan will clearly indicate (at minimum) locations for furnishings layout, tvs (newly proposed or existing data drop locations), art and general size estimates of art, and any area of work receiving design services deemed necessary by [the Designer].
3. [The Designer] may decide to include other items that fall in the scope of work / required for coordination with the project’s service providers (ie general contractors, painters, plumbers, electricians, security, etc.).
4. [The Client] understands that the space plan is intended to communicate design intent for general usage. IE [The Designer] will indicate on the plan where couches, sectionals, side tables, and accent chairs will be located in generic form, however the exact specification for what product, its finish or color, or exact dimensions will develop after the space plan is finalized and approved. This step ensures that we have the right quantities in the Estimated Budget created in Phase 1 and revised in Phase 2.
5. Revision requests deemed minor by [the Designer] amounting to two (2) hours or less design time, will be included at no extra cost to [the Client]. Requested revisions amounting in design time estimates greater than two (2) hours will be requested in writing and submitted to [the Client] for approval before [the Designer] will proceed or charge any hours to the project.
Base Services Included: Phase 1 Documentation + Budget Updates
1. Based on information reviewed in Phase 1 and the above exercises for Phase 2 (the site survey, space plan, finish selections if any, etc), [the Designer] will make any necessary changes to project overview + estimated budget for the proposed scope of work. Updates including but not limited to planned furnishings, fixtures, equipment (FF&E), accessories and materials and finishes if applicable (see section 13 Materials + Finishes).
2. Upon completion of all needed project revisions and review meeting, [the Client] will receive an updated revised Budget Builder Summaries document. [The Designer] will use this budget as a sort of “to-do” list for what to specify in Phase 3 Design Development.
Client Deliverables: Summary of all Deliverables Noted Above that [the Designer] will transfer to [the Client]
1. Upon completion of the above stated documents, [the Designer] and [the Client] will review all documentation at three (1) review meeting conducted via Zoom with visual presentation when applicable.
  1. One (1) Space Plan Review / Revised Budget Review
2. Throughout Phase 2, general project management will be budgeted for no more than two (2) hours. This includes time [the Designer] corresponds with [the Client], including but not limited to text, phone, or email as well as general time needed for [the Designer]’s internal team meetings and coordination.
3. Thereafter the last Phase 2 Review meeting, [the Client] may elect to solicit additional services with requested revisions and progress to Phase 3: Design Development for detailed specifications and furniture package, OR decline offer for further design services.
4. Should [the Client] elect to continue a working relationship with [the Designer]; designer will produce a formal proposal for review and [the Client]’s approval to begin the final phase of design, Phase 3: Design Development.
Should [the Client] decline services for further design phases for Interior Design, services for Consulting, Marketing, Branding, or Management will not be affected. [The Designer] will procure and transfer the following documents for [the Client]’s general use.

Base Services Included in Phase 2 Proposal Deliverables

Photos of the existing conditions
Written observation summary for client review
Documentation with conflicting dimensions from survey
Space Plan (+ 2 hrs revisions)
Updated Estimated Budget (started in Phase 1
Phase 2 Review Meeting (1 hour) to review all documentation listed above
General Project Management (2 hours) (internal meetings between designers, email responses, etc)

Optional Additional Services Deliverables (if elected by client)

Any applicable additional services proposals for elected optional services (if separate from this proposal document)

Observational Surveys Documents / Photos

Framing Coordination Photos

Data Drop / Electrical Coordination Photos

Alternate Space Plan (s)

Finishes + Materials Plan

Electrical / Data Plan

Lighting / Reflected Ceiling Plan

Digital Finishes + Materials Board Document (+ 2 hrs revisions)

Visual Guide and / or Rendering for Exterior Materials

Two (2) Visual Aids (+ 30 min revisions

9. Optional Additional Services (outside of base fees): General Requirements

Sections below outline additional services available at any point to [the Client] but are not required. We offer these services a la carte based on the needs of each individual project. These services are not included in the fee for [the Client]’s base proposal for Phase 2.
[The Client] is not obligated to elect any additional services if they so choose.
[The Client] will always receive a written request for approval from [the Designer] for any / all requested additional services not included in base contracts (whether requested from [the Client] or suggested by [the Designer] for approval).
No additional services or fees will ever be executed without expressed written approval by [the Client] first.
All requests for additional services will include service fee prices, either by estimated hours and hourly rate or flat fee.
Services elected or not elected based on discovery in Phase 1 will be clearly marked either:

☑ (Included)

☐ (NOT Included)

* indications represent scope of work at the time of this proposal was written, [the Client] may request any additional services at any time

10. Additional Services (outside of base fees): Other Project Site Services

☐ (NOT Included) Observational Surveys: [the Designer] will provide additional visits to the project site for observational purposes on an as requested basis at a rate of $35 per 1/4 hour.

HH:MM Fee

00:15 $35.00

00:30 $70.00

00:45 $105.00

01:00 $140.00

01:15 $175.00

01:30 $210.00

01:45 $245.00

02:00 $280.00

* Fees do not include local sales tax of 8.25%

2. ☐ (NOT Included) Framing Coordination: [the Designer] will review on project site with general contractor present where walls, doors, windows, stairs, and plumbing fixtures are located prior to closing up walls or placing window assemblies to ensure locations are correct and follow [the Client] + [the Designer]’s design intent. * Fees based on above table

3. ☐ (NOT Included) Data Drop / Electrical Coordination: [the Designer] will review on project site with general contractor, electrician, security provider, and/or av provider placement for all electrical receptacles, j-boxes, switches, lighting fixtures, and/or data connections / low voltage general locations and heights are correct and follow [the Client] + [the Designer]’s design intent. * Fees based on table in 11.1.1.

11. Additional Services (outside of base fees): Supplementary / Additional Plans

Alternate Space Plan (s)
☐ (NOT Included) [The Designer] will provide alternate room layouts as requested by the client at a rate of $125 per room, per additional layout.
☐ (NOT Included) [The Designer] will provide an additional “Return Maximization” layout to increase the sleepable headcount to an amount [the Designer] gages at their discretion based on available square footage, size of kitchen and appliances, and availability of shared bathrooms, emergency egress availability, and International Building Code 2018 regulations.
1. Finishes + Materials Plan (Required Option for [the Designer] to perform Take-Offs)
  1. ☐ (NOT Included) When finishes and materials selection are included in the scope of work, and if [the Designer] deems necessary or [the Client] requests, [the Designer] will provide a preliminary finish plan in Phase 2 based on the proposed space plan with annotations for [the Client]’s understanding as well as contractor and/or installer coordination.
  2. Specific details for the materials (aka spec’s) will be provided later in Phase 3 as well as construction sketch details, elevations, 3-d models, or other means of more developed presentation and detail.
2. ☐ (NOT Included) Additional Plan Options: Electrical / Data Plan
3. ☐ (NOT Included) Additional Plan Options: Lighting Plan / Reflected Ceiling Plan (RCP)

12. Additional Services (outside of base fees): Materials + Finishes Specifications Design Services for Phase 2

☐ (NOT Included) Materials + Finishes Requirements

(All Scopes: Limited Scope, & Full Scope) for Phase 2

[the Client] will receive one (1) document / presentation of all designer selected finishes and/or materials in scope for final approval and sign off before issuing to any other third party.
[the Client] will receive two (2) artistic rendering or visual representation to decide between two (2) exterior color scheme / materials palettes. Revisions under 30 minutes included. Additional revisions will be submitted as additional services for approval by [the Client] before execution and priced on an individual basis.
Selections will require [the Client]’s sign off for approval for each individual material and/or finish before [the Designer] will issue documentation to required parties, builder, or installers.
[The designer] will provide material pricing on a cost per fixture, unit, palette, OR price per square foot format (depending on the product) unless [the Designer] is selecting from limited gc provided options.
[The Client] understands that pricing provided by [the Designer] does not always include labor and installation fees and that pricing could fluctuate from time of approval to the purchase date by the service provider due to changes in the market, supply chain impacts, availability in the area, and pricing provided by installer service providers. [The Designer] will always indicate on all pricing provided if the sum includes a bid or estimate for labor and installation by a third party.
[The Designer] will offer to [the Client] one (1) round of revisions to finish and materials palettes for up to two (2) hours of design time. Revisions requiring more than two (2) hours will be considered additional services and require [the Designer] to request in written form from [the Client] before proceeding.

☐ (NOT Included) Materials + Finishes Specifications - Limited

(limited scope selection / GC guidance) single phase selection process for Phase 2

[the Designer] will select finishes on behalf of [the Client] from limited offerings provided by the general contractor. Requested revisions deemed minor by [the Designer] will be provided to [the Client] at no extra cost.
[The Designer] is required to make selections for options provided by either [the Client], general contractor, or other provider in a timely manner (within ten (10) business days of receipt once all options available are provided). [The Client] may request an accelerated selection process for approval by [the Designer]. Additional fees may be required for an accelerated schedule and will be provided on a case by case basis and only executed if [the Client] accepts the proposed fees.
[The designer] is not responsible for impacted schedules or timelines, materials or fixture price increases, or potential income lost due to lack of information provided by [the Client], the general contractor, or any other third party or service provider in a timely manner.
If the general contractor or other service provider is not able to provide limited options from their library of products for one, or any of the materials for the project…
1. [the Designer] will notify [the Client] and request additional design time to research, select, quality check, review, and generally specify missing products using the below “full scope selection” two phased method.
2. Estimated fees will be provided on a case by case basis and submitted to [the Client] for approval prior to executing work or charging time.
Accelerated timeframes for “full scope selection” method can be requested by [the Client] in order to keep on the builder / general contractor or other service providers schedule. It is at [the Designer]’s sole discretion to accept or reject request for accelerated schedule and dependent on [the Designer]’s workload and general availability. Accelerated schedule fees will be priced on an individual case basis and submitted for approval prior to execution.

☐ (NOT Included) Materials + Finishes General Specifications - Full

(full scope selection / design studio library) two phase selection method for Phase 2 (and later development in Phase 3)

[the Designer] will select “general specifications” ie finishes + materials types (porcelain tile, rolled carpet, milled wood plank walls, painted gyp board ceilings, etc.) and their general locations, and an estimated budgetary price for Phase 2.
This process of providing “general specifications” allows service providers / installers to bid projects and reserve schedule time while the design process and specifications are developed in Phase 3.
Phase 3 specifications will include actual product, manufacturer, finish type, cut, installation pattern, size, etc.
[The Client] understands that options for selections for materials, finishes, equipment, or fixtures not provided by the general contractor in the “Limited Scope” will become “Full Scope” additional services.

Note: Per agreement above, [the Client] will receive an additional services agreement with a fee for approval before [the Designer] charges any time to the project.

Fee will be reflective of a “by specification” fee structure and determined by [the Client].

PAYMENT

Payment can be made by selecting Pay Now, after [the Client] signature is received, or by sending a Zelle payment using cz@acuratedcabin.com.

Terms and Conditions

PHASE THREE

Interior Design Phase 3 Services

General Requirements
1. The Client] understands that [The Designer] will commence work once this Proposal for Phase 3: Design Services has been accepted by [the Client] in writing, and retainer has been received for the amount in full by [the Designer].
2. With this agreement [the Client] grants consent to [the Designer] to continue to coordinate directly with applicable service providers; IE contractors, tradesmen, realtors, current owners, etc. It is [the Client]’s responsibility to ensure these interested parties produce necessary information and access to the site as needed. It is also understood that [the Designer] is not responsible for information or tasks unable to be executed due to lack of communication or withholding of information by any other party.
3. All dates - including shipping, installation, staging, and others - are estimates only. [The Designer] is not responsible for delays, including, but not limited to timeline impacts, delayed "go live" dates, and/or potential profit loss.
4. [The Designer] is responsible to carry liability insurance for any time spent at the project site, whether under construction or existing completed build, and regardless of ownership of the site (ie [the Client], builder, general contractor, developer, or financial institution]
5. Documentation given to [the Client] produced by [the Designer] is copyrighted and proprietary to only [the Client] regardless of the status of the relationship between the two parties; active or inactive. [the Client] agrees to not share, distribute, photograph, screen share, print screen, or otherwise reproduce [the Designer]’s work for distribution to any party not a legal owner of the project/property this proposal is extended for, including but not limited to general contractors, subcontractors, developers, real estate agents, competing designers, or other investment property STR owners.
6. Throughout Phase 3, general project management will be budgeted for no more than six (6) hours. This includes time [the Designer] corresponds with [the Client], including but not limited to text, phone, or email as well as general time needed for [the Designer]’s internal team meetings and coordination.
7. Should the project (either construction or purchase of) halt, pause, or stop, for any reason, by [the Client] or outside forces, [the Client] agrees to notify [the Designer] within three (3) days of project status change.
8. [The Client] understands that any time worked on the project by [the Designer] must still be compensated, regardless of project status. This includes (but is not limited to) if [the Client]’s purchase or closing on the project or property does not follow thru.
Phase 3 Design + Presentations Requirements
1. [The Designer] will utilize the Budget Builder as a guide for each area’s presented design, and aim for all design pieces to be within the overall proposed and agreed upon budget outlined in the Budget Builder.
2. [The Client] understands that the process of designing a space is a fluid workflow, and some items may cost more, or less, than the ranges and medians estimated in the proposed Budget Builder. However it is always [the Designer]’s intent to maintain the overall area budget.
3. It is at [the Designer]’s discretion to exclude items, furniture or accessories, that can be selected once [the Client] elects a design scheme. Examples may include artwork, accent chairs, toss pillows, accent throws, accent lighting, and/or other accessories, or even furniture and lighting (if applicable).
4. [The Designer] shall not be held responsible for information unattainable from the retailer, dealer, or manufacturer for any reason. [The Client] will however, be able to reject any and all items on an individual basis they deem unacceptable due to lack of information.
5. For larger design pieces; [The Client] understands that pricing for individual products will be disclosed on invoice during procurement process, and WILL NOT be purchased until [the Client] is able to review the item and price on an individual basis, and approve or reject each item individually.
6. While [the Designer] may disclose general amounts for the room / area’s overall pricing, it should be noted that contingency should always be considered for final staging/installation for finishing details and accessorizing at the time of install. [The Client] will have an opportunity to accept or reject all items purchased in this final stage.
7. [The Designer] shall not be held responsible for changes to pricing from the first presentation of any design piece onward due to supplier, retailer, or dealer increases, fluctuations in the market, or availability. Reselections may be requested as a Revision; see section 3.4.3 and 4.4.3 for Revision requirements.
8. Should such changes occur and a product increases in price, [the Client] will have the opportunity during invoice approval to reject the item and request [the Designer] re-select.
9. Should a product or design piece become unavailable or unattainable by goal installation date, [the , [the Designer] may reselect possible substitutions.
Feedback + Client Input
1. [The Client] understands that feedback and timely approvals are needed in order to propel the project forward and maintain target goal dates or milestones in the project schedule.
2. [The Client] understands it is [the Designer]’s general intent to make selections that they believe, to the best of their ability and knowledge, will sufficiently fill the design, need, and/or use for [the Client]’s project.
3. [The Client] is responsible for providing feedback, either verbally, or in writing in order for [the Designer] to effectively create a custom design specific to [the Client]s project.
4. [The Designer] shall not be held responsible for project delays due to [the Client] not providing requested feedback or input in a timely manner.
5. [The Designer] shall not be held responsible for further development in the “wrong direction” if [the Client] withholds feedback or input.
6. Should no feedback be provided, [the Designer] may elect to make determinations on behalf of [the Client] to continue to move the project forward, if they so choose.
7. Should there be a disagreement between [the Client]s / owners of the project property, [the Designer] may elect to hold all design, selection, procurement, install, staging, or any / all other work until [the Client]s reach an agreement on how to proceed.
  1. Should [the Designer] halt work due to disagreement between [the Client]s, [the Designer] will not be held responsible for changes to schedule, pricing, availability, or occupancy / “go live” date.
  2. Failure for [the Client]s to reach a resolution can result in termination of the contract. Upon which [the Client] will be billed in full for all hours worked. It is at [the Designer]’s sole discretion whether to refund / return partial or whole retainer or other fees.
8. [The Client] understands that regardless of feedback (positive, negative, or absent), or in the case of a dispute among [the Client] or property owners, [the Client] is still obligated to pay [the Designer] for any and all hours worked on their project as contracted.
General Design Direction to [the Designer]
1. [The Designer] will solicit from [the Client] as the first step of Phase 3 Design, any general design direction not yet revealed in Phase 1 or 2; including (but not limited to):
2. Colors or Materials that the [the Designer] should include or avoid (IE if [the Client] wants to use a certain color, or avoid their least favorite color(s).
3. Design tastes or comfort requirements (ie if [the Client] prefers shallow depth sofas) or Design Styles or Concepts that are liked or disliked.
4. Multiple owner considerations for couples, families, or business partners, if there may be discrepancies between two or more parties that [the Designer] should consider while making selections
5. [The Designer] shall not be held responsible if any/all of the above information is withheld. See section labeled “Client Feedback + Input”.
Communications After Hours
1. Communications initiated by [the Client] after hours of operation will be addressed the following business day.
2. Should [the Client] request after hours communications; A Curated Cabin will be billed at time and a half.
Billing
1. [The Client] is required to pay the retainer amount in full as outlined in the section labeled “Fees”.
2. [The Client] understands that Phase 3 fees are structured around The Budget Builder from Phase 1 and hourly rates for services and [the Designer] has only an estimation of hours for Phase 3 based on all data collected in Phase 1 and Phase 2. For your convenience these fees are listed in Section 1.
  1. It is [the Designer]’s responsibility to stay within the budgeted hours and maintain as “Not To Exceed” amounts as well as request additional services fees by written request before charging any time exceeding the contracted amount.
  2. [The Client] understands that it is always [the Designer]’s intent to maintain hours as estimated on quotes or proposals.
3. Retainer Requirements
  1. The retainer for all projects, regardless of size, will be half the estimated fee or $2,000, whichever is greater.
    1. If the project size, services, or scope warrants a smaller fee and thus retainer, it is at [the Designer]’s sole discretion to reduce the standard amount on a case by case basis.
    2. Should [the Client] fail to pay the retainer fee within ten (10) business days, the proposal, and its pricing, will be considered null and void. It will be at [the Designer]’s full and sole discretion whether or not to extend an additional proposal once a proposal expires. If an additional proposal is offered, it is at [the Designer]’s discretion to maintain or increase pricing.
  2. Retainer will act as a “credit” to [the Client] until hours exceed the retainer amount.
    1. Example Project + Retainer:
      1. Phase 3 Contract Proposal Estimate for Client Charlie Delta: $5,000
      2. Retainer Required: $2,500 (half the fee is greater than $2,000)
      3. Invoice 1 will be issued after the Phase 3 Proposal has been signed
      4. Invoice 2 will be issued after [the Designer] has spent $2,500 in services (20 hours @ $125 per hour rate), and will be billed weekly from that date on.
4. Clients are required to provide a credit card on file with A Curated Cabin OR pay either half or the full amount in advance. Advanced payments can be made with Zelle to cz@acuratedcabin.com.
5. [The Designer]’s intent to issue Invoices weekly or biweekly for hours executed the previous week.
  1. If [the Client] so chooses, they may elect to pay for all Phase 3 services in advance in lieu of being billed weekly for hours worked by [the Designer].
6. Credit cards on file will be billed three (3) business days after invoices are issued.
7. It is [the Client]’s responsibility to review invoices prior to charges. Should there be any questions or concerns, please contact A Curated Cabin immediately to resolve. We are happy to provide further detail as required.
  
  A Curated Cabin
  Office Phone: 214 799 0979
  info@acuratedcabin.com
  Monday - Friday 9 am to 5:30 pm CT
Base Services Included: Presentation #1 Initial Design Options
1. [The Designer] will provide two (2) different visual mood board schemes featuring alternate color and/or concept schemes for client review and feedback following areas:
  1. Family / Living Room
  2. Kitchen / Dining
2. Each area will have the “key main design pieces” that will dictate the entire design scheme which may include sectional or sofa, accent chairs, coffee table, side tables, lamps, area rugs, artwork, and/or other decorative objects deemed appropriate by the Senior Designer Lead.
3. Presentation #1 will include:
  1. 30 to 90 minutes of visual presentation time via zoom (best viewed on your desktop computer).
  2. Images of proposed items and additional images if further detailed like alternate color or finish during presentation.
  3. Reference images of finishes of the space (if applicable).
  4. Reference Space Plans from Phase 2 Design.
  5. Confirmation that presented material does not exceed overall amounts per room.
4. During Presentation #1 [the Client] may choose to provide feedback for the various design schemes.
  1. It is at [the Client]’s discretion to accept or reject any items presented and request revisions made to the schemes to be reviewed later at Presentation #1.
  2. Items that receive no feedback will be deemed acceptable to move forward with and kept on later presentations and/or invoices for final approval by [the Client], however it is recommended that [the Client] eliminate any design pieces or finishes when presented to avoid additional reselection hours later.
  3. Revisions to Presentation #1 are limited to two (2) hours Senior Designer time. Revisions amounting in excess of allotted time may be requested as Additional Service Hours to [the Client]. [The Designer] is not to charge any additional time without clear written approval by [the Client].
  4. See General Requirements section regarding “Client Feedback + Input”.
Base Services Included: Presentation #2 Final Proposed Design
1. [The Designer] will provide single scheme (revised) design from Presentation #1:
  1. Family / Living Room (per requested revisions)
  2. Kitchen / Dining (per requested revisions)
2. [The Designer] will also provide remaining areas single scheme design mood boards for:
  1. Game Room / Rec Room / and/or Loft (if applicable)
  2. Outdoor Living / Dining / Patio + Firepit (if applicable)
  3. Any additional living / shared spaces
  4. Bedrooms
  5. Bathrooms
3. Presentation #2 will include:
  1. 30 to 90 minutes of visual presentation time via zoom (best viewed on your desktop computer).
  2. Images of proposed items and additional images if further detailed like alternate color or finish during presentation.
  3. Reference images of finishes of the space (if applicable).
  4. Reference Space Plans from Phase 2 Design.
  5. Confirmation that presented material does not exceed overall amounts per room.
4. During Presentation #2 [the Client] may chose to provide feedback for the various design schemes.
  1. It is at [the Client]’s discretion to accept or reject any items presented and request revisions made to the schemes to be reviewed later at Presentation #2.
  2. Items that receive no feedback will be deemed acceptable to move forward with and kept on later presentations and/or invoices for final approval by [the Client], however it is recommended that [the Client] eliminate any design pieces or finishes when presented to avoid additional reselection hours later.
  3. Revisions to Presentation #2 are limited to three (3) hours Senior Designer time. Revisions amounting in excess of allotted time may be requested as Additional Service Hours to [the Client]. [The Designer] is not to charge any additional time without clear written approval by [the Client].
  4. See General Requirements section regarding “Client Feedback + Input”
Client Deliverables: Summary of all Deliverables Noted Above that [the Designer] will transfer to [the Client]
1. [The Designer] will deliver mood boards via email, pdf download, or interior design software for final approval. [The Designer] will not proceed to Phase 4 Procurement until written approval is given by [the Client].
2. Once mood boards are approved by [the Client], the project’s Phase 3 will be considered complete and move to Phase 4 Procurement. All remaining project fees for design will be invoiced before purchasing and procurement begins.
3. It is at [The Designer]’s discretion to voluntarily share sources, or other product details for selections, with [the Client] if requested. [The Designer] is required to share the following if requested:
  1. Dimensions
  2. Materials
  3. Upholstery Material
  4. Technical Specifications
  5. Warranty Information
  6. Retail Pricing
4. [The Designer] will procure and transfer the following documents for [the Client]’s general use:

Base Services Included in Phase 3 Proposal Deliverables

Two (2) Design Scheme Options For:

3.1.1 & 4.1.1 Family / Living Area Mood Boards
3.1.2 & 4.1.2 Kitchen / Dining Area Mood Boards
3.3 Presentation #1: One (1) 30 - 90 Minute Visual Presentation (via Zoom)
Applicable Revisions and re-present at Presentation #2

One (1) Design Scheme Options For:

4.2.1 Game Room / Rec Room / and/or Loft (if applicable) Mood Boards
4.2.2 Outdoor Living / Dining / Patio + Firepit (if applicable) Mood Boards
4.2.3 Any Additional Living / Shared Spaces Mood Boards
4.2.4 Bedrooms Mood Boards
4.2.5 Bathrooms Mood Boards
4.3 Presentation #2: One (1) 30 - 90 Minute Visual Presentation (via Zoom)
Applicable revisions to above and final electronic delivery for approval

Optional Additional Services Deliverables (if elected by client; see sections 6 onward)

Actual Deliverables TBD By [the Designer] + [the Client] depending on elected services

6 Any applicable additional services proposals for elected optional services (if separate from this proposal document)

7 ☐ (NOT Included) Additional Specifications (if requested)

8 ☑ (Included) Other Project Site Services / Weekly Site Observational Photos

9 ☐ (NOT Included) Supplementary / Additional Plans

10 ☑ (Included) Materials + Finishes Specifications Design Package

10.1 Early Finishes Palette / Design Direction Mood Boards

10.1.2.3 Finishes Palette Review Meeting: One (1) 30 - 90 Minute Visual Presentation (via Zoom)

Applicable revisions to above and final electronic delivery for approval

10.1.3 Exterior Design Palette Mood Boards

6. Optional Additional Services (outside of base fees): General Requirements

Sections below outline additional services available at any point to [the Client] but are not required. We offer these services a la carte based on the needs of each individual project. These services are not included in the fee for [the Client]’s base proposal for Phase 3.
[The Client] is not obligated to elect any additional services if they so choose.
[The Client] will always receive a written request for approval from [the Designer] for any / all requested additional services not included in base contracts (whether requested from [the Client] or suggested by [the Designer] for approval).
All requests for additional services will include service fee prices, either by estimated hours and hourly rate or flat fee.
Services elected or not elected based on discovery in Phase 1 will be clearly marked either:
☑ (Included)
☐ (NOT Included)
* indications represent scope of work at the time of this proposal was written, [the Client] may request any additional services at any time

7. NOT Included Additional Specifications / Design Options

[The Client] may request additional design options that will be procured at no added cost as long as the request meets two requirements:
1. [The Designer] has not produced more than four (4) design options for a specific design piece or element for a single location (for cases when different furniture types are suggested options for the same space and/or use).
2. [The Designer] has not already exhausted the budgeted hours for revisions as outlined in sections 3 and 4 (two and three hours respectively).
[The Client] may elect at any point additional options for design pieces / products priced with option groupings below if both number of options and revisions hourly budget has been exhausted.
[The Client] understands that “Requested Additional Options” may be limited by price, availability, material or finish availability, and installer availability, or a number of other contributing factors. It is at [the Designer]’s discretion to reject any request for additional options due to schedule conflicts, contracted workload, or project feasibility as deemed by [the Designer].

8. Requested Additional Options for Furnishings / Design Pieces Table

9. ☑ Included Additional Services (outside of base fees): Other Project Site Services

Observational Surveys: [the Designer] will provide additional visits to the project site for observational purposes on an as requested basis at a rate of $35 per 1/4 hour.

Observational Survey Fee Table

HH:MM Fee

00:15 $35.00

00:30 $70.00

00:45 $105.00

01:00 $140.00

01:15 $175.00

01:30 $210.00

01:45 $245.00

02:00 $280.00

* Fees do not include local sales tax of 8.25%

10. Additional Services (outside of base fees): Supplementary / Additional Plans

Alternate Space Plan (s) and Design Options
1. ☐ (NOT Included) [The Designer] will provide alternate room layouts as requested by the client at a rate of $125 per room, per additional layout.
2. ☐ (NOT Included) [The Designer] will provide an additional “Return Maximization” layout to increase the sleepable headcount to an amount [the Designer] gages at their discretion based on available square footage, size of kitchen and appliances, and availability of shared bathrooms, emergency egress availability, and International Building Code 2018 regulations.
3. ☐ (NOT Included) [The Designer] will provide updated space plan using dimensions of actual specified furniture (once approved for purchase by [the Client] during invoicing) at a rate of $325 per room. Should [the Designer] run out of fee, [the Client] will be billed at a rate of $125 per hour for additional designer time. [The Client] understands that an updated space plan cannot be created/revised until all items in the room have been approved for purchase.
4. ☑ (Included) It is at [the Designer]’s sole discretion to include select items or furniture pieces in updated space plan when suggesting an alternate or different kind of piece that dramatically differs from original approved space plan at no added cost to [the Client] for limited pieces which [the Designer] deems necessary for [the Client]’s understanding.

11. Additional Services (Outside of Base Fees):
Materials + Finishes Specifications Design Services for Phase 3

☑ (Included) Materials + Finishes Requirements (All Scopes: Limited Scope 10.2, & Full Scope 10.3) for Phase 3
1. Early Finishes Direction
  1. [The Client] will receive one (1) document / presentation for “Finishes Direction” to establish early design tastes tailored for the individual project before developing a full specification design palette.
  2. Presentation may be one to four pages, and can be emailed or reviewed via zoom with the client for a 30 minute collaborative meeting with [the Client] to establish design direction.
  3. After [the Designer] receives design direction (if any) from [the Client] the designer will proceed to collecting a finish palette for [the Client]’s review and approval based on selected a la carte services.
2. Finish Palette Development
  1. [The Designer] will procure a single full finish palette based on numbers taken directly from
  2. Specification Fees XLXS document (see Section 1 Fees).
  3. [The Designer] will compile all selections into a visual presentation for [the Client] to review.
  4. Review will take place on a 30 - 90 minute visual zoom presentation in which [the Client] may provide feedback and request revisions / alterations / reselections.
  5. Revisions to Finish Palette are limited to four (4) hours Senior Designer time. Revisions amounting in excess of allotted time may be requested as Additional Service Hours to [the Client]. [The Designer] is not to charge any additional time without clear written approval by [the Client].
  6. Should [the Client] request additional options after all four (4) hours reserved for revisions have been exhausted:
    1. New options will be priced as either an estimated amount of time OR by material basis referring back to the Specification Fees chart.
    2. It is at [the Designer]’s discretion to provide additional design options and if the fees should be based on hourly estimate or per specification basis.
    3. Services must be requested in written form and have [the Client]’s written approval before [the Designer] is to charge any time.
  7. See General Requirements section regarding “Client Feedback + Input” 2.6 + 2.7.
3. Exterior Palette Development
  1. [the Client] will receive two (2) artistic rendering or visual representation to decide between two (2) exterior color scheme / materials palettes.
  2. Revisions to both Exterior Palettes are limited to one (1) hour. Revisions amounting in excess of allotted time may be requested as Additional Service Hours to [the Client]. [The Designer] is not to charge any additional time without clear written approval by [the Client].
  3. Renderings may be submitted to [the Client] via email or included in the Finish Palette Presentation meeting.
4. Required Approvals
  1. Selections will require [the Client]’s sign off for approval for each individual material and/or finish before [the Designer] will issue documentation to required parties, builder, and/or installers, etc.
  2. [The Client] understands that all pricing provided by [the Designer] is industry estimation and that final pricing will be determined by the general contractor for actual materials and associated installation as required.
  3. After approvals + sign off by [the Client] has been received, [the Designer] will provide a digital copy of the digital finish boards as well as clear documentation for the general contractor or installer including
    1. Material
    2. Manufacturer
    3. Product
    4. Supplier / Dealer / Retailer
    5. Finish / Color
    6. Size / Shape
    7. Coordinating Materials (ie Grout Color or Schluter)
  4. Accelerated timeframes for any selection method can be requested by [the Client] in order to keep on the builder / general contractor or other service providers schedule. It is at [the Designer]’s sole discretion to accept or reject a request for accelerated schedule and dependent on [the Designer]’s workload and general availability. Accelerated schedule fees will be priced on an individual case basis and submitted for approval prior to execution.
  5. [The Client] understands that product availability and schedule may affect selections, and that [the Designer] must be paid for any / all time worked on the project, regardless of reason for the needed reselection. Should [the Designer] exhaust all allotted maximum revision hours budgeted, [the Designer] must submit a request in written form for additional service hours and applicable fees and receive written approval before charging any additional time to the project.
☐ (NOT Included) Materials + Finishes Specifications - Limited (limited scope selection / GC guidance) single phase selection process for Phase 2
1. [the Designer] will select finishes on behalf of [the Client] from limited offerings provided by the general contractor. Requested revisions deemed minor by [the Designer] will be provided to [the Client] at no extra cost
☑ (Included) Materials + Finishes General Specifications - Full (full scope selection / design studio library) two phase selection method for Phase 2 (and later development in Phase 3)
1. [The Designer] will develop all “general specification” ie finishes + materials types (porcelain tile, rolled carpet, milled wood plank walls, painted gyp board ceilings, etc.) and develop to detailed specifications the general contractor will require for a completed project including exact locations, heights, the exact manufacturer, product, retailer or provider, dimensions, install method, color, and/or finish etc.
2. All service providers / installers who were elected after submitting bids will receive updated detailed specifications from the general contractor, and a chance to update bids (if the general contractor permits).
3. [The Client] understands that options for selections for materials, finishes, equipment, or fixtures not provided by the general contractor in the “Limited Scope” will become “Full Scope” additional services as referenced in the above section.

Terms + Conditions

Memo

Once [the Client] reviews and accepts this proposal and all required parties sign, an invoice will be issued via [the Designer]’s accounting software.

Payment can be made on the invoice by selecting Pay Now or by sending a Zelle payment using cz@acuratedcabin.com.

Preview for next phase:

The following services are considered Phase 4 and will be procured after Phase 3; and only executed with written approval from [the Client]. Including but not limited to:

Approve or Reject Each Individual Design Piece on Invoice for Purchasing
Designer will purchase required large items for Procurement + Warranties (if elected)
Designer will provide links for only small items for Client Elected Self Procurement
Tentative Install Schedule after Purchasing
Tentative Schedule for Storage and Move Coordination
Tentative Schedule for Installation and Staging
Transfer pertinent information for any product warranties or product care
Introduction to Branding + Marketing Services (for STR Clients)
Introduction to Management / Self Management consultation (for STR Clients)