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Home My WebLink AboutADU Architectural Services Proposal - Foothold.Thruline PartnersTHRULINE PARTNERS DESIGN TO BUILD September 30, 2020 Foothold Housing Solutions PO Box 1388 Bozeman MT 59771 (406) 451-4139 hannah@buildfoothold.com (720) 771-1857 sam@buildfoothold.com PROJECT PROPOSAL FOR ARCHITECTURAL SERVICES Foothold Housing Prefab ADUs for the City of Bozeman Thank you for the opportunity to work with you on the Foothold Housing Prefab ADU, created as a solution to the affordable housing challenges in Bozeman, MT. This project aims to design three to four pre-approved ADUs that can be efficiently deployed with minimal variation for infill development within the City of Bozeman. The ADUs will be manufactured off-site by Foothold Housing Solutions as high-performance, high-quality, net-zero buildings. The form and layout of the ADUs will be driven by the existing constraints and design goals of the City and the efficiency, replicability, and affordability of construction. This proposal is for Complete Architectural Services to design and develop the Foothold Housing Solutions ADU product and support the process of the City of Bozeman Permitting pre-approval for the ADUs. Work will be charged at the Thruline Partners Mission Driven Design Rates, which is a 25% reduction of typical design rates. Receipt of payment is contingent on available funding for Foothold Housing Solutions, as agreed to in the Partnership Agreement between Thruline Partners and Foothold Housing Solutions. I look forward to discussing this proposal with you. PHASE 1: Pre-Design (PD) and Entitlement Research Phase 1 Design Services will be billed as a fixed fee of $1,370 + expenses. Scope of work: THRULINE PARTNERS || 212 S. WALLACE ST #301 BOZEMAN MT 59715 || (406) 282-4411 www.thrulinepartners.com 1 THRULINE PARTNERS DESIGN TO BUILD ●Verify applicable planning, building, and zoning codes for the City of Bozeman. Understand by right development for ADUs and development opportunities with variances, special use permitting, or pre-approved agreements with the City. Investigate options for maintaining affordability over time. ●Research precedents for ADU development and off-site manufacturing ●Develop a research and entitlement document that outlines the legal and code constraints and assumptions for the ADU Development Strategy. ●Three client meetings to discuss progress of findings and final outcomes. ●Email and phone communication with clients and City officials as necessary throughout the process. Schedule: Work will commence within 2 weeks of receipt of a signed proposal and project retainer and will take approximately 4 weeks to complete. The process may be extended depending on the availability of the client or responsiveness of Authorities Having Jurisdiction. Phase One will be considered complete when the most viable City pre-approval strategy for ADU development is determined. The clients will receive the research and entitlement document that outlines the legal and code constraints and assumptions for the ADU Development Strategy at the conclusion of Phase One. PHASE 2: Schematic Design (SD) and Pre-Approval Permitting Phase 2 Design Services will be billed as a fixed fee of $10,900 + expenses. Scope of work: ●Schematic design of ADU models including plans, elevations, sections and renderings. Design will be driven by City design constraints and Foothold’s manufacturing and replicability considerations. ●Iteration of ADU design to determine the most flexible and most efficient solutions within the above constraints. ●Engagement with the City of Bozeman through the Planning Permitting process with the goal to vet the ADU product for City pre-approval. THRULINE PARTNERS || 212 S. WALLACE ST #301 BOZEMAN MT 59715 || (406) 282-4411 www.thrulinepartners.com 2 THRULINE PARTNERS DESIGN TO BUILD ●Six client, and/or City meetings to discuss progress of the design and final outcomes. ●Email and phone communication with clients and City officials as necessary throughout the process. Schedule: Work will commence upon completion of Phase One. Schematic design will take approximately 6-8 weeks to complete. Permitting will begin after SD is complete, though engagement with the City prior to submitting Permitting documents is anticipated as the goal of pre-approval will likely change the typical process. Building Permitting is included in the Phase Two fee, but will take place at the end of the Construction Document process according to the strategy developed with the City. Both the Schematic Design and Permitting processes may be extended depending on the availability of the client or responsiveness of Authorities Having Jurisdiction. Phase Two will be complete when the Schematic Design is agreed on and we have Planning Department approval of the ADU. The client will receive SD Drawings including plans, elevations, sections, and renderings of the ADU design and either have a Planning Department Permit in hand or be confident about the Planning Department approval of the project at the conclusion of Phase Two. PHASE 3: Design Development (DD) and Construction Documents (CD) Phase 3 Design Services will be billed as a fixed fee of $13,080 + expenses. Scope of work: ●Design Development of the approved ADUs schematic designs for constructability, energy performance, manufacturing production, and engineering. ●Work with structural, mechanical, electrical, energy, and contractor consultants to vet the design for code and fabrication requirements, and performance goals. ●Construction Documents needed for manufacturing and for City of Bozeman Building Permitting. These may include plans, elevations, sections, schedules, details, and MEP and Structural drawings, and a THRULINE PARTNERS || 212 S. WALLACE ST #301 BOZEMAN MT 59715 || (406) 282-4411 www.thrulinepartners.com 3 THRULINE PARTNERS DESIGN TO BUILD Project Manual. The CDs may not be the same drawings for both Foothold and the City, depending on City requirements and what is needed for Foothold manufacturing. ●Engagement with the City of Bozeman through the Building Permitting process with the goal to vet the ADUs for City pre-approval. ●Eight client, consultant, and/or City meetings to discuss progress of the design and final outcomes. ●Email and phone communication with clients, consultants, and City officials as necessary throughout the process. Schedule: Work will commence upon completion of Phase Two and will take approximately 8-10 weeks to complete. Building Permitting will begin after CDs are complete. The Building Permitting Design Services Fee is included in the Phase Two Fee, but the process will take place during this Phase Three according to the strategy developed with the City. Both the DD and CD processes may be extended depending on the availability of the client, consultants, or the responsiveness of Authorities Having Jurisdiction. Phase Three will be complete when the CDs are complete and we have a Building Department Permit for the ADUs. At the conclusion of Phase Three the client will receive Construction Documents for Foothold Manufacturing and City of Bozeman Building Permitting and either have a Building Permit in hand or be confident about the Building Department approval of the project. The fixed fees are based on estimated time to complete the scope of work based on the following Mission Driven hourly rates: Principle & Architectural Design $82 Project Management $72 Drafting $60 Clerical & Administrative $50 THRULINE PARTNERS || 212 S. WALLACE ST #301 BOZEMAN MT 59715 || (406) 282-4411 www.thrulinepartners.com 4 THRULINE PARTNERS DESIGN TO BUILD A retainer of $500 is due at the beginning of the project. Design service fees do not include city entitlement and permit fees, or consultant fees. Expenses may include travel, mileage, parking, printing/copying fees, courier services, and mailing. Please indicate your acceptance of this proposal below with your signatures below. Hannah Van Wetter - Foothold Housing Solutions, Client Date Sam Atkins - Foothold Housing Solutions, Client Date Lotus Grenier, RA - Principal / Owner Date THRULINE PARTNERS || 212 S. WALLACE ST #301 BOZEMAN MT 59715 || (406) 282-4411 www.thrulinepartners.com 5