LIVE Q&A SESSION 9:

September 3rd, 2020: 9am (Pacific Time – US & Canada)

Chat Transcript:
Where are you joining us from?
Juli Ordower:

chicago
Bradford Russell
texas
John Haser
Chicago
Marie Blackburn
seattle
From Haley Arentsen
London
From Jan Hobel
London
From Angela Johnson
MIAMI
From Jamie Critchlow
Vail, Colorado
From Angela Hinton
Orlando, FL
From Bev Moroz
Toronto
From Ron Kwaske
New Orleans
From K R
London
From Melodi Zarakol
Toronto, Canada
From Peter Tsang
London
From Vanessa Redman
Dallas
From Liz Neiswander
Atlanta
From LYNNEAR KNIGHT
Maryland
From Kathryn Davis
Phoenix
From Travis Radak
West Palm Beach, FL
From plana
santa fe, nm
From Stephanie Calhoun
San Diego
From Steven Buhler
San Francisco
From Donna Dubbs
Harrisburg PA
From Timothy Baisdon
San Antonio TX
From Thomas Vallee
Texas
From nestor vega
FLORIDA
From Karen Hunt
San Carlos, ca
From Vernell Barnes
Georgia
From Sunny Tam
Cali
From john Bienko
Dallas tx
From Livio Stabile
Los Angeles
From Vernon Rosamond
Tucson, AZ
From michele reboli
Milan, Italy
From John Norman
Cedarburg, WI
From George Claflen
Philadelphia PA USA
From Hugo C.
Los Angeles, CA.
From ERIN IBA
vail
From Anthony Giorgio
New Jersey
From David Yates
Chicago and Naples FL
From Gordon Pape
Toronto
From Michele Otazua
Boise, ID
From JAMES KNAFO
Naples Florida
From Kathy Prior
Plano, TX
From Jing Huang
London
From peter guzy
new ork
From Jeremiah Tolbert
California
From Rossana Behr
Los Angeles area California
From Bill Austin
Maine
From Cathy Thompson
Maryland
From Linda DeWolf
I’m in
I’m in Orange Springs, Florida
From john Bienko
No do not undercut the market
From Angela Hinton
The blog post Ian referred to: https://blueturtlemc.com/blog/top-3-design-contract-clauses-every-architect-should-know/
From Karen Hunt
When you are working on an hourly basis, how does your firm keep the client aware of the number of hours/dollars being spent in a way that doesn’t upset the client?  Weekly billing with description of work completed that week?
Blue Turtle Consulting:
Thanks Angela 🙂
From Jim Chambers
Many prospective projects require extensive upfront work before a complete proposal can be written. How do you recommend getting compensated for this process? Thank you, Jim
From john Bienko
do you enter your question in the chat or the Q&A tab
From Karen Hunt
Do you charge for travel time?
Blue Turtle Consulting:
Hi all 🙂 Please enter all questions in the Q&A panel so we can find them. Thanks!
From David Yates
I agree, always send proposal first (simple format) then send the ugly stuff (contract)
From Angela Hinton
The blog post Ian referred to: https://blueturtlemc.com/blog/top-3-design-contract-clauses-every-architect-should-know/
From Karen Hunt
These days a lot of conversation is done via email.  As such, on a fixed price contract, the time adds up and often puts the job over budget.  How do you handle that with a prickly client who doesn’t think the emails took that much time
From Angela Hinton
Thank you for taking all of my questions! Greatly appreciated!
From Amir Hemani
ask for a non-refundable retainer fee. If client is serious, the contract will be signed. Also last payment to be received prior to signing last document/drawing/schedule.
From David Yates
Or ask……how can I tailor my fees to your budget?
ALL fees are non-refundable
From Ian Motley
https://blueturtlemc.com/blog/the-best-method-for-calculating-design-fees/
From David Yates
I have a recent article on what/how interior designers can charge based on different formats. Email me at [email protected], will share!
It’s written for interior designers, not clients.
From Ashley salzmann to All Panelists:  09:28 AM
I will email you, David. Thanks
From David Yates
But I share it with my clients if they hesitate or ask why each designer charges differently.
From john Bienko
What should be considered Basic Service
From David Yates to Everyone:  09:30 AM
I “tease” clients all the time with how I would approach a project. Sometimes it works, sometimes it doesn’t. “Pre-design/feasibility study” BRILLIANT
From Irena Skoda
is this recorded and will you send
Blue Turtle Consulting:
Hi Irena. Yes, this session is recorded and will be sent to all registrants 🙂
From David Yates
YES!!!! Exclusivity contract!
From Ian Motley
https://blueturtlemc.com/blog/how-to-avoid-giving-away-free-design-services/
From Jing Huang
Hi Ian, how to avoid to provide free design for friends’ domestic projects?
From David Yates
Sometimes you don’t even get to the “implementation” stage and only complete the design phase, so percentage of buildout may not work. Break it into two phases, design and implementation
Maybe then credit the design fees against the implemenation percentage fee then.
Attendees, I received your email requests, will send the artical after this presentation!
Panelists we need a Part II to this webinar!!!!
YES! Regular fee proposal then dicounted. May even work for non-friend/family proposals
From Amir Hemani
I hear you clear and loud about regular fee vs discounted fee.
From RICHARD CARSTENS
IF you work with friends or family – just don’t talk it personally – youre the pro and you have made the CHOICE to work for free.
From Angela Hinton
Thank you so very much for sharing your time and excellent knowledge. Take care!
From Jing Huang
Ian, thank you very much for answering my question!
From George Claflen
please send future links to
From RICHARD CARSTENS
Thank You Ian and Blue Turtle!
From George Claflen
[email protected]
From Thomas Vallee
Thank you.
From Ian Motley
https://blueturtlemc.com/feeproposalworkshop/
From ERIN IBA
Thank you!
From David Yates
SO informative, thanks panelists!
From Timothy Baisdon
Thanks! Good info
From john Bienko
thank you
From Kathryn Davis
Thank you!
From Melodi Zarakol
Thank you!
From Alsu Galimova
thank you!
From Angela Hinton
THANK YOU!!!
From Bee Cheshire
thankyou!
From Jing Huang
thank you all panelists!!
From Travis Radak
Thank you
From Cathy Thompson
Thank You
From Ashley salzmann
Thank you
From JAMES KNAFO
great job!! thanks!!
Questions answered:
ALFREDO: (2:49)
What are the most important pieces of information to include in a proposal that protects a small firm?

Bill: (5:24)
My firm has found a niche designing craft breweries. The work is starting to take us far from our region. We would like to hire local Architects of Record, but the last time we did the AoR talked our client out of hiring us (this all happened precontract). How should we structure a relationship with an AoR? Thanks

Jimmy: (7:58)
How to bid a fee on a project when your firm is newly established and holds no reputation in the market? Should we undercut the market rate to get the work initially?

Angela: (10:42)
Is it recommended to send a separate fee proposal for approval first before sending a contract, or should I send a fee proposal that is essentially a full contract?

Do you recommend having Clients initial specific proposal or contract clauses to ensure they have been read? (I’m finding that Clients are not reading and/or following the provisions of contracts they have signed, especially when it comes to fee structure and payment schedule.)

Should I include the payment schedule breakdown in the proposal? Is anyone else having trouble with Clients who have approved the payment schedule, but then do not follow it (i.e. very late payment or non-payment)?

Are there any provisions I should consider adding that are specific to the pandemic?

Larry: (19:39)
How can we discuss fees without violating the anti-trust agreement that the AIA is under?

Jeffery: (24:59)
In South Florida what is a reasonable fee to include schematic design, design development and construction documents?
We offer design build for our homes and would like to know how the fee structure should be?

Linda: (26:08)
Is there a percentage of job costs to use for setting an interior design fee?

Jim: (28:01)
Many prospective projects require extensive upfront work before a complete proposal can be written. How do you recommend getting compensated for this process? Thank you, Jim

Rossana (33:35)
How can you avoid providing a CA fee when you have no idea what the project will be? Cleint wants a fee.

Melodi: (34:59)
I typically calculate my fees as a percentage based on the estimated construction cost, with the provision if the actual construction cost is higher than the fee would also increase. I have heard that others do it based on square footage or simply go on an hourly rate. Which method do you recommend?

Bev: (36:37)
When calculating your fees for a project there are options, flat fee or price per square foot. Can you comment on both options re: better , best, when one or the other

Jing Huang (39:57)
Ian, please advise how to avoid to provide free design to friends’ projects without risking the friendships? Thank you!

Questions answered via text:
John Haser
Where can we find the “Blog Post” Ian mentioned?

Blue Turtle Consulting:
Hi John, We will publish the link when we send the recording of this session. However, in the meantime, Angela has found it for us: https://blueturtlemc.com/blog/top-3-design-contract-clauses-every-architect-should-know/

john Bienko
Are you seeing a lot of requests for discounts?

Blue Turtle Consulting:
Hi John. Yes, our clients (Design Professionals) have reported a higher than usual number of discount requests. Sign of the times!
References:
1. Fee Proposal Fundamentals
Click for details

2. Fee Proposal Workshop
Click for details

3. “Top 3 Design Contract Clauses Every Architect Should Know” Blog Post
Click to view

4. “The Best Method For Calculating Design Fees (Inc. Fee Benchmarking List)” Blog Post
Click to view

5. “How To Avoid Giving Away Free Design Services” Blog Post
Click to view

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