kathleen.anderson

Hi all~ I am the hold up. I just sent the slide deck to Mara to share with you all in the dropbox. I actually am still in process on the high school budget and I fear that sharing what I have is actually going to be very confusing, so I am going to forego that at this time.
The design deliverables slide deck will hopefully be helpful to you all as you craft your own! xx

Hi~ Great question. We do have tentative selections made at this time and showcase our “ideal” selections at the presentation. Sometimes there will be items we want to show two options, and we will do that (although sparingly as there is so much research on how much happier people are with fewer decisions to make). I don’t hand over a spec book at this meeting as there are usually some revisions after the presentation. My team has our spec book at about 75% complete at this time, but this is BEHIND THE SCEENS and I don’t share the spec book with the clients until decisions are finalized and there are no more revisions. XX

I had another note that y’all were curious what our rates are. I almost never charge hourly, but if we do, our current rates are Principal $250, Designer $150, Admin $95.

Hello Everyone~

I enjoyed our class last week so much and am looking forward to this Thursday!

In order to get a jump on our time on Thursday, I wanted to dive into some of the questions that came up.

First of all, (@beth) to answer how I calculate a lump sum for a design fee, the first thing I do is look at past projects and the amount of time that they took. I would not suggest doing a lump sum on anything until you have some experience and know how to budget accurately amounts of time for your design process. My team all report their time using a very simple excel spreadsheet with the client and project indicated. This helps a lot to make sure that we are staying profitable on each project. The other part of the equation that makes a lump sum work, is a very clear outline of what you will be designing, how you will present, how many revisions will be included, and exactly what documentation the client will receive at the end of the project. As with everything in life and in business, clarity is your very best friend. For reference, I’m copying the exact verbiage I used in my contract for a casual kitchen plan I am doing for a friend of a friend right now.

Objective
Interior design including kitchen plan, fireplace design, and materials selections for the remodel of
______’s home located at ____ Preston Ave.
Strategy
1. Thorough intake meeting. Typ. lasts 1 hr. (completed 1/8)
-deep dive into desired design aesthetic + functional outcomes for the home
2. Measure existing conditions and and document dimensions for kitchen layout and fireplace design
(will include dining room and living room.)
3. Create as-built CAD drawing of kitchen, dining room, and living room area based on site survey.
4. In person presentation of design mood boards with detailed design direction for each area.
-Mood boards will included an overall an overall look/feel of each space, conceptual cabinet
elevations where applicable and individual selections including:
light fixtures
faucets
plumbing fixtures
tile and grout (if applicable)
countertop materials
flooring stain color
paint colors
wall coverings (if applicable)
hardware (door and cabinet)
moulding selection
-Kathleen will talk through each space with a thorough explanation of overall concept and
individual selections at this meeting.
-We will have as many samples as possible in hand at this meeting.
-Your feedback, gut reactions, and revision requests are very welcome, and we plan time for
this in the meeting as well as offering a few days after the meeting for you to sit with
everything.
5. Zoom meeting presentation of revised mood boards. (two rounds of revisions included in design
fee.)
Design gets fully dialed in!
6. Create construction documentation based on final design plan. Typically 2 wks after final revision.
-cabinet elevations
-lighting, outlet, and switch layout
-fireplace elevations
-plumbing fixture plan
-materials schedule
-light fixture schedule
-plumbing fixture schedule
*note schedule is a construction document term used to describe a list of selections and locations
7. Contractor Q&A guidance through contractor pricing. (4hr included)

Notes
*This package is intended to take client to the point of being ready for construction
based on our conversation that the project will not be permitted. It does not include any
ongoing project management.(Project management can be added on at the end of
design phase if desired)
*Does not include furniture selection
*Does not include any architect’s fees
*Does not include any engineer’s fees
*Does not include a stamped plan
*Does not include permitting

Hi Dali! Missed you in class today! It sounds like you had a crazy long meeting! Thank you for sending you invoice. We will enter invoices next week, and I will definately be using your invoice as an example. Looking forward to next Thursday!
K

Hi guys~
I just realized I’m not getting emailed as you all post here! I’ll start checking in now to catch these a bit better. @brooke.droptini let’s chat about this during class. Are you talking about refunds you might give to a client, or when you recieve a refund from a vendor?

@katherine.kuperus, great question!
To create an account to use to record charitable contributions:

Go to Settings ⚙, then Chart of accounts.
Select New.
In the Account dialog, select Expenses from the Account Type dropdown list.
Select Charitable Contributions from the Detail Type dropdown list.
Enter a Name for the account (for example, Charitable Contributions).
Select Save and Close

Hi ladies~
I’m so sorry to hear you all were waiting for the class last week. I’m sure that was frustrating. I am excited to see everyone this week at our regularly scheduled time!

I think we can solve this by making sure income goes to an income account and not as a cost of goods sold account. We will chat about it in class tomorrow! Bring screen shots if you are comfortable sharing.