UNRELENTING CREATIVITY
BUSINESS PROJECT FALL 2012
TABLE OF CONTENTS BUISNESS FORMS
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SECTION 1.1 LOGO __________________________________________________ 5 SECTION 1.2 BUSINESS CARDS___________________________________________ 6 SECTION 1.3 LETTER HEAD ______________________________________________ 7
EMPLOYEE HANDBOOK ______________________________
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SECTION 2.1 INTRODUCTION_____________________________________________ 9 SUBSECTION 2.1.A. WELCOME MESSAGE _________________________________ 10 SUBSECTION 2.1.B. COMPANY OPERATIONS _______________________________ 10 SECTION 2.2 EMPLOYEE INFORMATION _____________________________________ 12 SUBSECTION 2.2.A. EQUAL OPPORTUNITY; IMMIGRATION LAW; ADA ____________ 12 SUBSECTION 2.2.B. POLICIES AND RULES __________________________________ 13 SUBSECTION 2.2.C. BENEFITS AND SERVICES _______________________________ 14 SECTION 2.3 EMPLOYER STATEMENTS ________________________________________ 16 SUBSECTION 2.3.A. SEPARATION FROM EMPLOYMENT ________________________ 17 SUBSECTION 2.3.B. COMMUNICATION POLICY _____________________________ 17 SUBSECTION 2.3.C. ARBITRATION; CHOICE OF LAW _________________________ 17 SECTION 2.4 ACKNOWLEDGEMENT FORM ____________________________________ 19
BUSINESS PLAN ____________________________________
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SECTION 3.1 THE PLAN ________________________________________________ 21 SUBSECTION 3.1.A. EXECUTIVE SUMMARY _________________________________ 21 SUBSECTION 3.1.B. GENERAL COMPANY DESCRIPTION _______________________ 22 SUBSECTION 3.1.C. PRODUCTS AND SERVICES ______________________________ 23 SUBSECTION 3.1.D. MARKETING PLAN ____________________________________ 25
SUBSECTION 3.1.E. OPERATIONAL PLAN __________________________________ 26 SUBSECTION 3.1.F. MANAGEMENT AND ORGANIZATION ______________________ 26 SUBSECTION 3.1.G. PERSONAL FINANCIAL STATEMENT ________________________ 27 SUBSECTION 3.1.H. STARTUP EXPENSES AND CAPITALIZATION ___________________ 28 SUBSECTION 3.1.I. FINANCIAL PLAN______________________________________ 29 SUBSECTION 3.1.J. APPENDICIES ________________________________________ 31
MARKETING PLAN ___________________________________ 32 SECTION 4.1 POWER POINT SLIDES __________________________________________ 33
JOB BOOK ________________________________________
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SECTION 5.1 CONTRACTS _________________________________________________ 44 SUBSECTION 5.1.A CONTRACT _________________________________________ 44 SUBSECTION 5.1.B. QUOTES ___________________________________________ 47 SECTION 5.2 INVOICES TO CLIENT __________________________________________ 53 SUBSECTION 5.2.A FINISHES INVOICE ____________________________________ 53 SUBSECTION 5.2.B. FURNISHINGS INVOICE _________________________________ 55 SUBSECTION 5.2.C. ACCESSORIES INVOICE _______________________________ 57 SUBSECTION 5.2.D. TIME INVOICE _______________________________________ 59 SECTION 5.3 PURCHASING _______________________________________________ 60 SUBSECTION 5.3.A PURCHASE ORDERS ___________________________________ 60 SUBSECTION 5.3.B. ACKNOWLEDGEMENTS ________________________________ 62 SUBSECTION 5.3.C. RECEIVING SLIPS ____________________________________ 64 SECTION 5.4 INVOICES FROM VENDORS ______________________________________ 66 SUBSECTION 5.4.A. INVOICE 1 _________________________________________ 66 SUBSECTION 5.4.B. INVOICE 2 _________________________________________ 68 SUBSECTION 5.4.C. INVOICE 3 _________________________________________ 70 2|Page
SECTION 5.5 JOB WORKSHEETS ____________________________________________ 72 SUBSECTION 5.5.A. TOTAL JOB WORKSHEETS _____________________________ 72 SECTION 5.6 DESIGN ____________________________________________________ 74 SUBSECTION 5.6.A. FINISH BOARD (FF&E) ________________________________ 74 SUBSECTION 5.6.B. ORIGINAL FLOOR PLAN _______________________________ 75 SUBSECTION 5.6.C. KEYED FURNITURE/INSTALLATION PLAN ____________________ 76 SUBSECTION 5.6.D. SPECIFICATION SHEETS ________________________________ 77 SECTION 5.7 MISCELLANEOUS # SUBSECTION 5.7.A. CLIENT CORRESPONDANCE ____________________________ 84 SUBSECTION 5.7.B. OTHER CORRESPONDANCE ____________________________ 86 SUBSECTION 5.7.C. THANK YOU NOTE ___________________________________ 90 SUBSECTION 5.7.D. POSTOCCUPANCY EVALUATION _________________________ 91
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UNRELENTING CREATIVITY SECTION 1
BUSINESS FORMS REVISED OCTOBER 2012
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LOGO DESIGN 5|Page
BUISNESS CARD
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LETTER HEAD
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UNRELENTING CREATIVITY SECTION 2
EMPLOYEE HANDBOOK REVISED OCTOBER 2012
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SECTION 2.1 INTRODUCTION
This Manual is designed to familiarize you with UNRELENTING CREATIVITY and provide you with important information about the benefits and policies affecting your employment with us. Our objective is to provide you with a work environment that can provide both personal and professional development. Following the policies described in this handbook is considered a condition of continued employment. You are responsible for observing and fulfilling these procedures. This handbook surpasses all previous employee manuals. Our business is subject to change and we reserve the right to interpret, alter, suspend, or revoke, with or without notice all or any part of our policies, procedures, and policies at any time. We will inform all employees of these changes.
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2.1 A. WELCOME
Offering young professionals the tools and training needed to achieve excellence in their career is key to employee engagement and productivity. At UNRELENTING CREATIVITY, our goal is to provide a work environment that attracts top talent, inspires innovation and delivers excellent service to our Clients. Welcome to our business.
2.1 B. COMPANY OPERATIONS
NEW EMPLOYEE ORIENTATION Orientation is a welcoming process that is designed to make the new employees feel comfortable, informed about the company, and prepared for their position. New employee orientation is conducted by a senior staff member, and includes an overview of the company history, an explanation of the company’s core values, vision, and mission; and company goals and objectives. In addition, the new employee will be given an overview of benefits, tax, and legal issues, complete any necessary paperwork, review their job description..
PROBATIONARY PERIOD FOR NEW EMPLOYEES The probationary period for employees lasts 30 days from date of hire. During this time, employees have the opportunity to evaluate our Company as a place to work and management has its first opportunity to evaluate the employee. During this preliminary period, both the employee and UNRELENTING CREATIVITY have the right to terminate employment without advance notice. Upon satisfactory completion of the probationary period, a 30 day review will be given. All employees are expected to meet and uphold Company standards for job performance and behavior.
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TIME KEEPING Accurately recording time worked is the responsibility of every employee. Time worked is the time actually spent on a job(s) performing assigned duties. Each client job is assigned a job number as posted in the Employee Message Center. Employees are responsible for accurately documenting their time spent on individual jobs.
OFFICE HOURS The UNRELENTING CREATIVITY office is open for business from 9 am to 5 pm Monday through Friday, except for Holidays. The standard workweek is 40 hours of work
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SECTION 2.2 EMPLOYEE INFORMATION
PERSONNEL FILES Employee personnel files include the following: job application, job description, résumé, records of participation in training events, salary history, records of disciplinary action and documents related to employee performance reviews, coaching, and mentoring. Personnel files are the property of UNRELENTING CREATIVITY, and access to the information is limited to senior staff. 2.2 A. EQUAL OPPORTUNITY, IMMIGRATION, & ADA UNRELENTING CREATIVITY is an Equal Opportunity Provider and complies with ADA practices.
UNDER TITLE VII OF THE CIVIL RIGHTS ACT It is illegal to discriminate against someone on the basis of race, color, religion, national origin, or sex. The law also makes it illegal to retaliate against a person because the person complained about discrimination, filed a charge of discrimination, or participated in an employment discrimination investigation or lawsuit. The law also requires that employers reasonably accommodate applicants' and employees' sincerely held religious practices, unless doing so would impose an undue hardship on the operation of the employer's business.
IMMIGRATION LAW UNRELENTING CREATIVITY employs only United States citizens and those non-U.S. citizens authorized to work in the United States in agreement with the Immigration Reform and Control Act of 1986. 12 | P a g e
TITLE I OF THE AMERICANS WITH DISABILITIES ACT It is illegal to discriminate against a qualified person with a disability in the private sector and in state and local governments. The law also makes it illegal to retaliate against a person because the person complained about discrimination, filed a charge of discrimination, or participated in an employment discrimination investigation or lawsuit. The law also requires that employers reasonably accommodate the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant or employee, unless doing so would impose an undue hardship on the operation of the employer's business.
2.2 B. POLICIES AND RULES
LUNCH & BREAK PERIODS Employees are allowed a one-hour lunch break. Lunch breaks generally are taken between the hours of 11 a.m. and 2:00 p.m. UNRELENTING CREATIVITY provides time for employees to break during activities Monday- Friday 8:00am – 5:00pm. If employees have unexpected personal business to take care of, they must notify senior staff to discuss time away from work.
VISITORS IN THE WORKPLACE To provide safety and security for our employees, visitors, and the facilities at UNRELENTING CREATIVITY, only authorized visitors are allowed in the workplace. Restricting visitors helps ensure security, decreases insurance liability, protects private information, protects employee welfare, and avoids potential distractions and disturbances.
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ATTENDANCE & PUNCTUALITY The Company expects that every employee will be prompt in attendance. This means being in the office, ready to work, at opening time each day. Absences and tardiness places a burden on other employees and on the Company. If you are unable to report for work for any reason, notify your supervisor before 8:30 am. You are responsible for speaking directly with your supervisor about your absence. It is not acceptable to leave a message on a supervisor’s voice mail, except in extreme emergencies. In the case of leaving a voice-mail message, a follow-up call must be made later that day. The company phone number is 281.433.4837. Should regular tardiness become apparent, corrective action may be required.
2.2 C. BENEFITS AND SERVICES
WELLNESS BENEFITS Our wellness benefits include a unique Parental Leave for new mothers and fathers. Two weeks paid leave after one year of employment.
HEALTH PLAN Our employees enjoy a PPO plan with United Healthcare with three options. We offer a base plan, paid 100% by the firm but also a buy-up-option for lower deductibles and a high deductible plan with an HSA. No waiting period for eligibility.
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HOLIDAYS We observe eleven holidays per year. New Year’s Day, Valentine’s Day, St Patrick’s Day, Easter, Independence Day, Labor Day, Veterans Day, Thanksgiving, Christmas Eve, Christmas Day, New Year’s Eve.
VACATION Employees accumulate vacation to total 10 days for tenure up to 5 years and 15 days thereafter.
SICK TIME We provide six days per year for personal or sick time. Please provide a doctors excuse for any other absence.
PROFESSIONAL DEVELOPMENT We encourage employees to continue developing skills throughout their career. The firm reimburses registration fees and costs for successfully completing the ARE, NCIDQ, and LEED exam. We also provide paid time-off for taking the exams. We offer in-house study materials to help prepare. We sponsor CEU learning opportunities in our offices, which are available to all.
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SECTION 2.3 EMPLOYER STATEMENTS OUTSIDE EMPLOYMENT Employees may hold outside jobs in non-related businesses or professions as long as the employee meets the performance standards of their job description with UNRELENTING CREATIVITY. Unless an alternative work schedule has been approved employees will adhere to the UNRELENTING CREATIVITY’S scheduling demands, regardless of any existing outside employment.
PERFORMANCE REVIEWS Supervisors will conduct performance reviews and planning sessions with all employees after six months of employment. Supervisors may conduct informal performance reviews and planning sessions more often if they choose. Performance reviews and planning sessions are designed for the supervisor and the employee to discuss the current job tasks, encourage and recognize attributes, and discuss positive, purposeful approaches for meeting work-related goals. During the review, employee and supervisor discuss ways in which the employee can accomplish goals or learn new skills. These sessions are designed for the employee and supervisor to make and agree on new goals, skills, and areas for improvement.
2.3 A. SEPARATION FROM EMPLOYMENT EMPLOYMENT TERMINATION Termination of employment is an inevitable part of personnel activity within any company. The following list contains some of the most common circumstances under which employment is terminated: Resignation – voluntary employment termination initiated by an employee. 16 | P a g e
Termination – involuntary employment termination initiated by UNRELENTING CREATIVITY Layoff – involuntary employment termination initiated by UNRELENTING CREATIVITY for non-disciplinary reasons.
All terminated employees shall return all files, records, keys, and any other materials belonging to UNRELENTING CREATIVITY. No final settlement of an employee’s pay will be made until all items are returned in appropriate condition. The cost of replacing items will be deducted from the employee’s last paycheck, as well as any outstanding financial obligations owed to UNRELENTING CREATIVITY
2.3 B. COMMUNICATION POLICIES STAFF MEETINGS Staff meetings will be held as often as necessary. Meetings allow employees to be informed on recent company activities, changes in the workplace and employee recognition.
HANDLING COMPLAINTS Employees who have a job-related problem, question or complaint should first discuss it with their immediate supervisor. If the employee and supervisor do not resolve the problem, UNRELENTING CREATIVITY encourages employees to contact the next highest supervisor.
2.3 C. WAGES AND SALARY POLICES
OVERTIME UNRELENTING CREATIVITY is open for business 40 hours per week. Overtime compensation is paid to non-exempt employees in accordance with federal 17 | P a g e
and state wage and hour restrictions. Overtime is payable for all hours worked over 40 per week at a rate of one and one-half times the non-exempt employee's regular hourly rate. All overtime work must receive their supervisor’s prior authorization. Overtime worked without prior authorization from the supervisor may result in disciplinary action.
PAYDAYS All employees are paid bi-weekly on Monday mornings. In the event that a regularly scheduled payday falls on a holiday, employees will receive pay on the first workday that falls before the holiday If the employee is not there on the day that paychecks are given out, then the check will be kept in the office until the employee can pick up the check.
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SECTION 2.4 ACKNOWLEDGEMENT FORM
I have read and agree to abide by this Employee Handbook provided by UNRELENTING CREATIVITY.
Employee Signature:______________________________________ Date______________ Witnessed by:_____________________________________________Date_______________ Business Representative:___________________________________ Date______________
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UNRELENTING CREATIVITY SECTION 3
BUSINESS PLAN REVISED OCTOBER 2012
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3.1A. EXECUTIVE SUMMARY Unrelenting Creativity (UC) is a new interior design firm specializing in commercial interiors for hospitality. The new firm will be owned and operated by Chelsea Arellano. Chelsea, has 10 years of experience in interior design and has also been a design director – giving her management experience. It is expected that the company will hire a part-time office assistant approximately six months after start-up. Market opportunity is great as the number of contacts Chelsea has in the design/architecture community. UC offers services and expertise not available by the competition. For example, Chelsea has obtained a contractor’s license in order to fully provide specification and installation services along with interior design services. Financial goals are conservative as I work to build the business’ reputation and success. I believe I can offer competitive fees for my expertise. I predict stable revenues, but have made a conservative estimate of those revenues for the first 6 months. As a new business I hope to be able to establish excellent referrals and repeat business through the relationships with the local community and past non-profit ventures.
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3.1B. COMPANY DESCRIPTION Unrelenting Creativity (UC) is a new enterprise. It is a small interior design firm specializing in Commercial design ranging from medical offices to restaurants & hotels. UC is committed to achieving a professional signature interior for their business. UC shall abide by and uphold the ethics of the profession of Interior Design as outlined by the International Interior design Association(IIDA) UC will begin operations with a full-time designer- Chelsea Arellano. She will be responsible for the management of the firm along with her design responsibilities. Her past experience includes ten years as a senior designer at a residential retail store. She has 10 years experience in interior design. She holds a bachelor degree in interior design from Stephen F. Austin State University, is NCIDQ qualified and licensed in the state of Texas, and has experience with many different design programs. Arellano expects to hire a part-time individual in approximately six months. This individual will be expected to work in the mornings to help with general office chores and be responsible for some of the bookkeeping. This individual is not expected to perform interior design services. Short-term Goals Business development is the primary short-term goal. Initially, former clients and their referrals will lead to clients. Marketing to managers and new developing businesses will also be done. We will become involved in local association design competitions. Achieve a two-percent net profit by the end of the first year of operations. Long-term Goals Establish repeat business. Expand client base by marketing into other areas of the state. Add one designer approximately at the end of the second year of operations. Achieve solid financial strength to maintain and expand the firm.
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3.1C. DESCRIPTION OF PRODUCTS AND SERVICES Service Descriptions Design services consist of space planning, furniture placement, window treatments, upholstery, painting, art placement, light fixture placements, and the coordination of furniture delivery and installation with: construction site coordinator, electricians, communications group, furniture installers and moving crew. UC specializes in the following areas of design: COMMERCIAL—Unrelenting Creativity follows IIDA standards and completes commercial design projects based on the following sub–specialties: 1)Entertainment— Entertainment design brings together the use of interiors, lighting, sound and other technologies for movies, television, videos, dramatic and musical theater, clubs, concerts, theme parks and industrial projects. 2)Facilities Management—A facilities manager develops schedules for building upkeep and maintenance, addressing safety and health issues and lighting and acoustics needs. A facilities manager also plans and coordinates office moves or expansions, and serves as project manager during construction or renovation. 3)Government/Institutional—A government designer is familiar with the very specific needs and requirements associated with working with government agencies, such as military bases, federal buildings or government offices. An institutional designer focuses on projects such as childcare, educational, religious, correctional and recreational facilities, fire and police stations, courts, embassies, libraries, auditoriums, museums and transportation terminals. 4) Health Care—Health care designers create environments for hospitals; clinics; examination rooms; surgical suites; mobile units; hospice care homes; nursing, assisted living or long term care facilities; or any other health care environment. 5) Hospitality/ Restaurant—Hospitality design focuses on environments that entertain or host the public, including nightclubs, restaurants, theaters, hotels, city and country clubs, golf facilities, cruise ships and conference facilities. 6) Office—Office design focuses on the public and private areas utilized by corporate and professional service firms.
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7) Retail/Store Planning—Retail design and store planning concentrate on retail venues, including boutiques, department stores, outlets, showrooms, food retailing centers and shopping malls. Approaches The following are not design specialties but rather approaches to design that cut across design specialties. Fees for Unrelenting Creativity design services will include: Fixed fee (or flat fee)—The designer identifies a specific sum to cover costs, exclusive of reimbursement for expenses. One total fee applies to the complete range of services, from conceptual development through layouts, specifications and final installation. Hourly fee—UC allows their designers to charge based on the actual time spent on a project or specific service, with fees ranging from $55 to $150 per hour, based on the required detail and other professionals who may need to be consulted. Cost plus—A designer may purchase materials, furnishings and services (e.g., carpentry, drapery workrooms, picture framing, etc.) at cost and sells to the client at the designer's cost plus a specified percentage agreed to by the client. The service charge is often put at 20–30 percent. Retail—Others charge their clients the retail price of furnishings, furniture and all other goods they get wholesale, keeping the difference as designer's feeand services. Retail establishments offering design services commonly use this method. With this method, clients get the designers services at a price no greater than he or she would have paid for the products at retail. Per square foot—Often used for large commercial properties, the charge is based on the area of the project. Unrelenting Creativity requires a retainer fee before the start of a design project. A retainer is an amount of money paid by the client to the designer and applied to the balance due at the termination of the project.
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3.1D. MARKETING PLAN Market Types Commercial design covers a wide variety of specialties, such as entertainment (e.g. movies, theater, videos, theme parks, clubs, dramatic and musical theater); facilities management (e.g. office moves or expansions); government/institutional (e.g. government offices, embassies, museums), health care (e.g. hospitals, nursing homes, long term care facilities); retail or store planning (e.g. boutiques, department stores, malls, food retailing centers); hospitality/restaurant (e.g. country clubs, hotels, cruise ships); and offices. . Target Market • Retail owners • Club/Event planners • Hospitality- hotels & restaurants • Healthcare Chelsea was very successful at marketing and in her previous job and had been responsible for the development of the marketing materials used by the previous firm. Her contacts and experience help in the marketing of UC. UC plans to expand client base by marketing into other areas of the state after the end of the second year of operations. Promotion and Business Development A promotional packet containing a photo portfolio of past work and a simple desktop style brochure will be prepared. It will include explanations about the philosophy and services of IDA and other items necessary to provide detailed information on the features and benefits of our design services. It will also include reasons why IDA is a good choice for clients. The packet will be used for direct mail efforts directed toward senior living facility managers and clients seeking information about Interior Design Associates. The promotional packet and graphic package for stationary, forms and other items will be designed by Chelsea. A promotional blitz will be used during the first four months of the business. This would be done by sending press releases to all local media, networking at the chamber of commerce, contact with former clients and simple adverting announcements in targeted print media and the Yellow Pages. Promotional activities will be analyzed after three months, six months, and 12 months to determine which promotional methods have been the most successful and which have not. Additional promotional tools and activities will be utilized as the firm grows. 25 | P a g e
3.1E. OPERATIONAL PLAN Facilities and Staff
UC will begin operation in a small 1000-square-foot office space in an office building. The space will be divided into a small reception area, an office, a library/sample room, and a conference room. The specific space being considered is large enough for initial as well as future needs. Chelsea will bring her own personal computer equipment into the business. Furniture will be a combination of existing items from her home office and a few items that are to be purchased. Naturally, a professional quality environment is required. Record Keeping All client records will be stored in the UC office for 2 years. After that time period the client records will be stored in a secure UC storage facility. All original financial records well be kept in house and copies will be sent to a third party CPA firm for tax purposes. 3.1.F. MANAGEMENT AND ORGANIZATION Management The business will be managed by Chelsea Arellano. She will be responsible for all organization and management decisions. Her experience in design has prepared her to make the decisions necessary to manage the operations of the proposed firm. Chelsea was very successful at marketing and in her previous job and had been responsible for the development of the marketing materials used by the previous firm. Her contacts and experience help in the marketing of UC. Additional Personnel -Arellano expects to hire a part-time individual in approximately six months. This individual will be expected to work in the mornings to help with general office chores and be responsible for some of the bookkeeping. This individual is not expected to perform interior design services. - A student intern can be utilized from the local interior design program when work is sufficient to warrant the assistance -Add one designer approximately at the end of the second year of operations. 26 | P a g e
3.1.G. PERSONAL FINANCIAL STATEMENT Chelsea Arellano has invested 15,000 cash to the initial start-up financing. A $15,000 small business loan has been approved through the Small Business Administration.
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3.1.H. STARTUP EXPENSES Start-up Expense Office Space Rent deposits Tenant improvements Building fees
Amount Paid
Utilities deposits
$400.00
Office Equipment Furniture Computers Software Other office equipment Other fixtures
Notes For a commercial location
$1,000.00 $2,000.00 Those not paid by landlord $500.00
$2,000.00 $5,000.00 $500.00
Initial inventory
For retail studios
Samples, catalogs
$200.00
Reference books Office supplies
$200.00 $200.00
Design supplies
$500.00
Advertising/Marketing
$1,000.00
Initial promotional activity
Professional fees Business Insurance Licenses and permits
$2,000.00 $400.00
Accountant/attorney Deposits
Unanticipated expenses TOTAL
Stationary
$800.00
$500.00
$17,200.00 28 | P a g e
3.1.I. FINANCIAL PLAN A six-month pro forma cash flow statement is provided below. Pro Forma Cash Flow Statement for Unrelenting Creativity Jan. Feb. March April May 30,000 28,475 29,250 31,250 32,550 Beginning cash balance Revenue Receivables Interest Total Receipts Expenses Salary draws Salary Marketing Advertising Loan interest Rent/utilities Furniture Misc. Total Expenses Ending Cash Balance
8,000
8,000
9,000
9,000
9,000
9,000
350 38,350
350 36,825
375 38,625
375 40,625
390 41,940
400 42,765
2,000
4,000
4,000
4,000
-
June 33,365
2,800 2,200 375 2,000 1,500 1,000 9,875 28,475
-
-
2,000 2,200 375 2,000 1,000 7,575
29,250
-
-
1,000 500 375 2,000 1,500 7,375
31,250
-
500 375 2,000 1,200 8,075
32,550
-
1,200 8,575
1,200 1,000 375 2,000 1,500 10,075
33,365
32,690
-
1,000 375 2,000
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Monthly Expenses Office Space Rent Utilities Building fees Telephone/ Internet Business Insurance Office supplies Business Auto/Gas Equipment maintenance Advertising Marketing Bank service fees Credit card fees Loans—principle Loans—interest Postage Express charges Professional dues Subscriptions/trade Educational fees Payroll other than owner Payroll taxes Health insurance Owner salary/draw Petty cash allowance Miscellaneous
TOTAL
Amount Paid $800 $450 0 $150 0 $120 0 $100 $200 $50
Notes
those not included in rent
0 $200 $100 0 $15 $70 $350 $80 0 $20 0 0 $600 $35 $50 $800
Annual fees
$50 0 0 0 $1000 0 $250 0 $150 0 0 $5640.00
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3.1.J. APPENDICES INVENTORY ON HAND: HP DESKTOP COMPUTER ACER LAPTOP COMPUTER HP SMALL INK JET PRINTER HP LARGE ALL IN ONE SCANNER/PRINTER OFFICE DESK DRAFTING DESK ADOBE CREATIVE CLOUD SOFTWARE
INVENTORY NEEDED: CONFRENCE TABLE AND CHAIRS OFFICE DESK GUEST SEATING REVIT SOFTWARE SMALL REFRIDGERATOR
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UNRELENTING CREATIVITY SECTION 4
MARKETING PRESENTATION REVISED OCTOBER 2012
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UNRELENTING CREATIVITY SECTION 5
JOB BOOK REVISED OCTOBER 2012
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SECTION 5.1 CONTRACTS SUBSECTION 5.1.A CONTRACTS Letter of Agreement Date: October 10, 2012 Stephen F. Austin State University Attn: Shannin Williams Starr at Raguet Human Sciences South Room 104 Nacogdoches, TX 75962-3014
Dear Shannin Williams, We are pleased to submit the following proposal of professional interior design services for the space planning of furnishings and the interior design of your new office at- Starr at Raguet Human Sciences South Room 104.
SCOPE OF SERVICE With your commercial office at SFA we will be: Removing the current carpet and replacing it with Interface flor carpet tiles. Painting 3 walls within the office Using wall covering- Gold Galaxy on the remaining 4th wall Providing window a treatment for the one window within the office space. Purchasing ergonomic office furnishings including- 2 guest chairs, one task chair, desk, and storage. Selecting unique accessories for the office space. This process will include: A. Programing and Schematic design: -Meeting with you the client to discuss project -Creating floor plans. -Preliminary programing and layouts. -Review and discuss finish selections. B. Design Development: - Finalizing floor plan layout -Finalize finish selection -Preparing budget -Presenting presentation boards
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C. Contract Document Phase: -Prepare drawings -Prepare specifications -Providing project quotations
TERMS OF COMPENSATION COMPENSATION The client agrees to pay a fixed fee of $15,000.00 for all services described above which includes a cost plus fee of 15% on all accessories that the client consents to paying for that is above the designer's cost. The client further agrees to pay expenses by the designer required of this project at the designer’s cost. Expected expenses include travel time to meet with consultants, reproduction costs of plans and other project documents, and express charge if necessary. Other expenses may be necessary and will be discussed with you before they are incurred by the designer. Consulting charges by architects, contractors or other advisors that are required shall be billed directly to you by the consultant. PAYMENT 1. The client will pay a retainer fee of $1000 upon signing this agreement. Additional time will be billed for actual hours worked on the project as follows: 2. An invoice will be sent after preliminary plans and elevations are reviewed with you. 3. An invoice will be sent after approval by you of finalized drawings and specifications. 4. An invoice will be sent at the completion of the project. 5. All payments are due within 10 days of your receipt of invoice. Payments to third party consultants are due in accordance to their billing procedures and are paid directly to the third party provider.
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OTHER TERMS APPLICABLE TO THIS PROJECT Drawings and documents prepared for this project remain the property of the interior designer and cannot be used without permission of the designer. The designer provides good faith in assisting you in obtaining the services of qualified contractors but cannot be held responsible for the performance, quality, or timely completion of work by these third parties. The designer is also not responsible for changes made by you or consultants without notification to the designer. The designer will provide on-site supervision during the construction as the designer deems necessary. Primary construction supervision remains the responsibility of the contractors hired to do the work. Any work that the client requests of the interior designer in addition to the work described will only be started after an amended agreement has been prepared and approved by both parties. This agreement may be terminated by either party upon seven (7) days written notice. In the event of termination by the client, the client agrees to compensate the designer for all work completed up to the time of termination. The client and designer agree that this letter constitutes the complete agreement between the designer and the client. Both parties also agree that disputes are to be handled by a third party arbitrator. Your authorized signature on a copy of this agreement and a check for the retainer are necessary before we can begin the services described.
______________________________________________________________________________ Chelsea Arellano, Designer: UNRELENTING CREATIVITY Date
______________________________________________________________________________ Client Date
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SECTION 5.1.B. QUOTES
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SECTION 5.2 INVOICES TO CLIENT SUBSECTION 5.2.A FINISHES INVOICE
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SUBSECTION 5.2.B. FURNISHINGS INVOICE
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SUBSECTION 5.2.C. ACCESSORIES INVOICES
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SUBSECTION 5.2.D. TIME INVOICE
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SECTION 5.3 PURCHASING SUBSECTION 5.3.A PURCHASE ORDERS
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SUBSECTION 5.3.B. ACKNOWLEDGEMENTS
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SUBSECTION 5.3.C. RECEIVING SLIPS
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SECTION 5.4 INVOICES FROM VENDORS SUBSECTION 5.4.A. FINISH INVOICE
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SUBSECTION 5.4.B. FURNITURE INVOICES
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SUBSECTION 5.4.C. ACCESSORIES INVOICES
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SECTION 5.5 JOB WORKSHEETS SUBSECTION 5.5.A. TOTAL JOB WORKSHEET
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SECTION 5.6 DESIGN SUBSECTION 5.6.A. FINISH BOARD (FF&E)
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SUBSECTION 5.6.B. ORIGINAL FLOORPLAN
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SUBSECTION 5.6.C. KEYED FURNITURE/INSTALLATION PLAN
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SUBSECTION 5.6.D. SPECIFICATION SHEETS
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SECTION 5.7 MISCELLANENOUS SECTION 5.7.A. CLIENT CORRESPONDENCE
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SECTION 5.7.A. OTHER CORRESPONDENCE
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SUBSECTION 5.7.C. THANK YOU NOTE
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