Complete Architectural Design Services Proposal
Complete Architectural Design Services Proposal
for Client Name
Client Address
date
We're confident that our creative team is the right fit for your project based on our exceptional combination of skills, ingenuity, experience and a team that smoothly takes your project from concept to creation with a unique turn-key approach.
KMA prides itself on turning in projects on time and within budget. We have full confidence that our excellent references will confirm all of this.
Please review our proposal and supporting materials. I look forward to hearing from you with any questions you may have.
Client Name
Company
name of proposed project
- Jeremy Philo, AIA
president, kma
Jeremy Philo, AIA, Principal and President of the firm is a noted authority on special needs, senior living, institutional, healthcare, educational and commercial project types. Becoming company President in 2022, Philo joined the firm in 1988. Since that time, he has developed the senior living studio and countless other noteworthy and impactful projects. He is licensed in numerous states across the United States.
We're a great fit for your
project, because of our:
We're a great fit for your project, because of our:
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We've been providing architectural design, master planning and other services since 1977. In that time, we've produced thousands of diverse projects, ranging from tenant fit-outs and renovation to new construction.
Projects range from $100,000 to $100 million, and the same level of detail, dedication and care is applied to projects regardless of their size. We employ a long-standing reputation for producing top quality projects that come in on time and within budget.
KMA is known for a hands-on approach to construction. In addition to our architectural background, the firm's leadership has years of experience as construction managers and developers. These proficiencies enable KMA to recommend unique solutions to complex challenges.
KMA has a long and respected history
YEARS OF INNOVATIVE DESIGN EXPERIENCE
Nearly Half a Century of Experience
deep roots in the community
Since its beginnings, KMA has focused on providing projects of value and integrity for clients and communities. The principals and senior associates of the firm are involved in all aspects of their projects, taking them from inception to creation.
Their experience and expertise are crucial elements to the firm’s success and of its projects. The combination of talent, insight and assets result in an architectural firm that is both highly efficient and deeply caring about each client’s needs.
Architectural Services
master planning
feasibility studies
pre-design services
design development
bidding & negotiating
construction administration
fire damage analysis
lighting design
historical analysis
site analysis
schematic design
construction documents
cost estimating & budget control
post construction services
full interior design
3D visualization & animation
Interior Design
Mechanical/
Electrical/
Structural Engineering
The space planning
casework design
furniture design / documentation
graphic design
interior finish design
lighting design
art work design
construction / delivery admin
geotechnical reporting
storm water management design
leed certification
energy audits & analysis
enviornmental evaluation
lighting design
cost analysis
firm services
KMA provides full and wide-ranging interior design services through the firm’s in-house accredited Interior Design Department. The complete integration of the architectural and interior design professionals in one setting allows KMA to provide clients with a more comprehensive planning and aesthetic solutions to their projects.
We provide a full range of architectural and planning services at KMA. The services we offer cover each and every project stage, from initial programmatic research and historical evaluation through construction management.
KMA uses consultants for the other main services required for building documentation and design. These main areas are: Civil, Structural, Mechanical, Electrical, Plumbing and Fire Protection Engineering. KMA has long and established relationships with several consulting engineers resulting in very successful projects that can be delivered with the highest quality in the shortest possible time. Additionally, over the years, the firm’s network has grown to include professionals in a vast array of areas of expertise, including:
Planning
KMA is able to provide clients with a wide variety of planning and feasibility study services to determine the ultimate viability of a project concept. Some or all of the following items are typical in the feasibility study.
Feasibility studies can protect you from some of the unknowns that often arise during the course of a project. The studies can keep you from going down the wrong path, wasting time and resources. We have the necessary experience and resources to help you explore your project concept before you invest a significant amount of resources.
code research
perform field visits
perform onsite survey/evaluations
provide onsite survey / evaluations
provide construction estimates
review similar projects
provide written reports
provide concept design drawings
review of time-line
KMA continues to impress with their knowledge, skill and dedication to their work.
— Ted Staniewicz
“KMA Continues to Impress”
FORMER PLANNING AND CONSTRUCTION DIRECTOR - DELAWARE VALLEY UNIVERSITY
KMA is a dedicated socially responsible and experienced firm focused on providing projects of value and integrity to our clients and their communities.
We care about each and every client and the majority of our work is repeat business with additional work from existing client referrals. Our strength as a firm is that we listen to our clients and make their needs a top priority.
Over 90% of all KMA projects have been built. This is an extraordinary record considering the firm was established in 1977 and the economic environment has not always been conducive to construction and architecture.
As a result, KMA has enjoyed a stellar reputation and has been recommended by dozens of Construction Managers and Contractors & Engineers. This is a tribute to the firm’s dedication, flexibility and commitment to producing a smooth-running project that meets the objectives of a discerning clientele.
KMA prides itself on a portfolio that is diverse with a wide-range of project types. For over four decades, the firm has satisfied the needs of clients from an array of different sectors, which serves as a powerful testament to KMA’s flexibility and an overarching process that allows the team to offer clients an array of perspectives gained from this cumulative work.
Work types range from Federal and Local Government Projects to Residential Projects and everything in between. The firm’s team is composed of architects and design professionals with years of extensive experience.
FIRM OVERIEW
Philosophy
General Experience
social responsibility
diverse portfolio
KMA provides product training and education to all team members on a continuous and consistent basis. This ensures that the firm procures the most cost effective and appropriate products for each client and their individual needs.
KMA has long implemented a management responsibility and quality design review process which includes review and input by both senior associates as well as the principles for every project. Drawings are reviewed starting with concept renderings and schematic design through construction documentation.
KMA TQM Process
training & education
TQM reduces the errors produced during the design and construction process while increasing customer satisfaction and ensures that staff has the highest level of training.
Total Quality Management (TQM)
increasing satisfaction
who we are
Organizational Structure
Methods
Processes
Customer Satisfaction
Monitoring
Responsibilities
Data Management
Resources
Continuous Improvement
Elements of Quality Management
At KMA, we believe that our architecture must be sustainable. We work to ensure our projects have increased efficiency in the use of energy and resources, while reducing the buildings’ impact on the environment. We achieve this through the use of better practices and products while maintaining affordable pricing.
Buildings need to be healthy and productive for those utilizing them as well as cost effective to both operate and maintain through the use of efficient water design, eco-friendly materials and renewable resources. We believe by accurately defining the current and future needs of our clients, assisting with site selection, building orientation and smart spatial design, we contribute to reducing the negative impact of our buildings on the environment.
This commitment is evidenced by the various green certifications our projects have received, including various levels of LEED Certification, Green Communities and so on. We have LEED Certified professionals on staff and most of our consultants do as well. Additionally, we are members of the Bucks County Sustainable Building Alliance and Delaware Valley Green Building Council; groups dedicated to sustainable principles in our region.
Our Commitment to Sustainability
Advanced Technology
We utilize the entire Architects, Engineers, and Contractors (AEC) Collection provided by Autodesk. The AEC Collection provides designers, engineers, and contractors with a set of BIM and CAD tools supported by a cloud-based common data environment that facilitates project delivery from early-stage design through to construction. This robust platform and its multiple programs allow us to Accelerate design processes and improve quality with integrated workflows for document management, conceptual design, modeling, coordination, and documentation.
At the core of this program is Revit; a Building Imaging Modeling program, giving us the best tool for creating new designs. We model designs with precision to optimize performance and collaborate more effectively. We produce compelling visualizations that help communicate and evaluate design ideas more effectively. Our sophisticated 3D visualization tools extend the BIM workflow with “push-button” cinematic-quality rendering and 3D animation.
We create more energy-efficient designs with the Building Element Energy Analysis tool. We can demonstrate design intent more effectively. We essentially construct detailed virtual models of the buildings in the computer before they get built for real, allowing us to touch and feel all its components. This allows us to explore systems, materials, lighting and much more in a way not previously possible.
Technology & Communication
Microsoft Platform
We use Autodesk and Office 365/Microsoft Teams platform for all internal and external project management and communication. Through these programs we can project databases for each project that serve as the central communication and document repository for the project as mentioned later.
KMA will create a cloud-based project database as a central, always accessible location for drawings, minutes, schedules, budgets, etc., This is an especially vital tool for the construction phase.
KMA creates an extension project directory featuring all pertinent players and their roles. This will be updated as needed to ensure a consistent flow of information.
KMA holds regular meetings with the project team to address project progression throughout construction.
We strive to simplify communication, thus our Project Manager will take the clear lead on the project and become the Single Point Contact for all issues. They will direct our team and stay on the project for the duration; whether it’s a schematic layout or a construction question, you will be able to contact the same person throughout the life of the project.
communication
Project Directory
Regular Meetings
Single Point Communication
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Online Project Directory
KMA maintains an in-house cost database for all projects. This allows us to provide accurate ranges to clients for early budget development.
KMA has several partnerships with construction managers and general contractors. Those relationships enable KMA to experience expanded knowledge and expertise, further guiding discussion on cost, constructability, phasing, etc.
Initial project budget determined through square foot analysis establishes early view of budget and needs.
Refined project budget is based on the initial layout of the program and initial volume and aesthetic concepts. This enables clients to compare their vision to their budget and, with KMA, assess and fully evaluate the plan according to the budget.
A fully refined and well researched project budget shows the costs of systems’ mechanical, electrical, etc., and allows for value enhancement.
Final project budget becomes the detailed contract sum.
BUDGET SENSITIVE
We will take each step in the process as an opportunity to gauge cost, this ensures an accurate final product and also helps manage expectations at all stages and prevents over-commitment to an idea. Most importantly, it prevents wasted time and wasted effort at all project stages.
IN-HOUSE DATABASE
Key Step: ProgramminG
Key Step: Design Development
Key Step:
Design Development
Key Step: Construction Documents
Key Step:
Construction Documents
Key Step: Schematic Design
CM PARTNERSHIPS
STOP & EVALUATE
KMA has recently embarked on creating overall project guides for each phase of a project. These function as a sort of “Cliff Notes.” They are easy to understand, helpful guides geared to clients’ full comprehension of the process. They summarize key roles, responsibilities and expectations for each phase and team member.
We realize that architectural and construction processes are not always areas of expertise for our clients. We developed easy to understand guides covering some basics and providing information on the flow of different stages of design, along with terminology. This enables clients to have a tool for referral as we move through the many different phases of the design process.
Easy to Understand Project Guides
cliff notes
Project
Guides
project guides
Code Assessment & Support
At the start of the design process, we complete a detailed assessment of applicable code requirements: both zoning and building. We compile those requirements into a large central excel file that details each code section and how it applies to our project. That document will continually be added to and refined. It becomes integral to the design. Additionally, it becomes the detailed code summary, life safety sheets, and the fire assembly information that gets submitted to the municipality and/or other regulatory agencies for review and approval.
Assessment
It is incredibly helpful to communicate, during the earliest design stages, with municipal staff. Their investment in a project is extraordinarily helpful in determining process, durations, potential issues, as well as working through any inspection related issues that could come up later in the process.
Communication
Starting the land development process quickly and lining up the right team to work with the township, county and other consultants associated with this work is important. Regular meetings will be essential to ensuring this is completed. The team at KMA is adept at dealing with complicated land development projects across many municipalities.
Land Development
One of the largest and most challenging aspect of the design process is navigating the various approval processes necessary to get a project constructed. At KMA, we work hard to identify all of the complex aspects of needed approvals early on.
senior living
Granite Farms Estates
problem solved
The main entrance, lobby, pool and café were updated. Renovations improved circulation and convenience throughout many parts of the sprawling facility.
it's special because
The facility has been completely redefined by the large-scale renovations. The lobby and café have been re-energized with an upgraded look, more convenient connections, and a new outdoor space.
outstanding details
The porte cochère welcomes residents and visitors while tying in architectural features from other parts of the facility, creating a uniform façade. That welcoming feeling continues with a 360-degree fireplace in the lobby, as well as large sunlit windows and an exposed wood structure in the pool area.
photographY hugh loomis
Our Portfolio
back to PROPOSAL
granite farms estates
I enjoy being a problem solver.
Renovations to Statue of Liberty
favorite project:
Jeremy has 26 years of experience working in various markets including Custom Residential, Municipal, Federal, Military, Historical Preservation, Adaptive Reuse, Multi-Family Housing, Senior Care, Senior Housing, Civic, Institutional, Health and Wellness, Education and Hospitality.
Registered in multiple states.
experience:
Drexel University Bachelor of Architecture
EDUCATION:
Jeremy D. Philo, AIA
president
meet YOUR PROJECT TEAM
HELP USA Perry Point. New Construction and Historic Rehab of Cottage-style homes for Homeless Veterans. The site is located on the VA Medical Center Campus at Perry Point, which is right on the Chesapeake Bay, across from Havre de Grace.
favorite project:
18 years at KMA focusing on Affordable Housing.
experience:
Masters and Bachelor of Architecture Savannah College of Art and Design
EDUCATION:
Erika Scharr, RA
Director of housing, principal
Genesis Clinton Avenue, Newark, NJ
favorite project:
Led multiple project types in affordable housing, education and senior living, plus experience in managing complex client projects while navigating various regulating bodies in several states during his 13 years with KMA.
experience:
University of Miami, Bachelors of Architecture, Magna Cum Laude
Registered Architect, Pennsylvania
EDUCATION:
Andrew Reich, RA
director of senior living studio
North Scranton Jr. High School Senior Housing
favorite project:
Trisha has 15 years of experience working in various markets including Municipal, Historical Preservation, Adaptive Reuse, Multi-Family Housing, Senior Care, Senior Housing, Civic, Institutional, Health and Wellness, Education and Hospitality.
experience:
Moore College of Art & Design
EDUCATION:
Trisha McGrann, NCIDQ
DEPARTMENT HEAD INTERIOR DESIGN STUDIO
Willow Grove YMCA
favorite project:
26 years of experience in Commercial, Educational, Recreational and Residential projects.
experience:
Bachelor of Architecture, Temple University 1998
EDUCATION:
Eric Gehring
director of commercial studio
Willow Grove YMCA
favorite project:
Decades of Office Management, Supervision of Administrative Staff and Human Resources.
experience:
High School Diploma
EDUCATION:
Donna McCauley
Director of human resources
Consultants
Consultant 01 (name & title)
consultant 2 (name & Title)
consultant 3 (name & title)
client
KMA - SHAWN MACHESE
PROJECT MANAGER
KMA DESIGN TEAM
KMA INTERIORS TEAM
PROJECT CONSULTANTS
KMA - JEREMY PHILO / ANDREW REICH
Project Team & Org Chart
Project Description
Summary & Description
The success of your project is directly related to the process. KMA has developed a focused, innovative and effective process for achieving the established goals. We know that defining a clear and trackable process is the first step in moving this project along to reach its ultimate success. Our goal is to systematically determine your needs and transform them into a significant, identifiable, and functional architectural expression. Once the framework is established, we will monitor it at every meeting. We are extraordinarily focused on delivering projects on time and on budget. To do this, we employ specific and well-researched tools and techniques:
organize & track | design & budget | review & succeed
“Ginny encouraged me to finally go out on my own and start my own business. I don't regret it for a second!
Steven Started his own biz
project approach
Team/Role Definition
- Client
- Building Operator
- Builder
- The KMA Team
OUR SYSTEMATIC APPROACH TO EACH STAGE:
Design Process
We use our experience and talent to create the best possible design outcome for your project and are dedicated and expert in creating the design solution that best resolves your issues. We have a wealth of experience in these various types of projects and will draw upon it for each stage. We have experienced team members who are working on these projects every day. We have design tools and programs to help solve and express design solutions. We use various 2D and 3D software to show realistic
future outcomes.
Project Buy-In
We are very aware of the need for both internal and external “buy-in.” We find if we conduct a series of meetings with focus groups consisting of key parties and partners associated with the project, it is extremely helpful. We find this process very informative and can successfully create “buy-in” moving forward. Everyone has the desire to be heard.
Advanced Technology
We are a 100% REVIT (Building Imaging Modeling) company which gives us the ability to create a new vision most successfully and dynamically. We model designs with precision to optimize performance and collaborate more effectively. Our sophisticated 3D visualization tools extend the BIM workflow with “push button” cinematic quality rendering and 3D animation. We create more energy-efficient designs with the Building Element Energy Analysis tool. We can demonstrate design intent most effectively.
Always updated at every meeting so everyone is continuously aware of progress and expectations.
Budget
Schedule
Establish early budgets using our vast experience to set any necessary fundraising goals.
Establishing the code parameters, necessary review agencies and their lead time in order to meet schedule goals.
Code and
Department Approval
Through careful schedule creation and maintenance, we will establish goals for each project and phase. This enables us to maximize time and efforts. This occurs by maintaining several key components in every phase and not moving on until we have an understanding of each one. Those items are as follows:
We strive to simplify communication, thus our Project Manager will take the clear lead on this project and become your Single Point contact for all issues. They will serve as the sole leader of our team and stay on the project for its duration; whether it’s a schematic layout or a construction question, you’ll contact the same person.
Single Point Communication
Corporate Director of Construction
Acts Retirement Life Communities, Inc
— Peter Delgado
A very professional, responsive, productive, thorough, flexible, and understanding architectural firm. They immediately dive into your design projects as another member of your team. I can’t imagine a better firm or more talented people to work with. Timely with their deliverables, receptive to inquiries and feedback, detailed oriented, a class act. Highly recommended!
"Professional, responsive, productive, thorough, flexible, and understanding"
Detailed design schedule creation and refinement
Initial interior design meeting conducted
Design review meetings with project team
Review and validate program
Development of design concept and alternatives
Zoning testimony and support as needed
Detailed zoning and building code and regulatory assessment
Programming interviews with key team member/operator
We will schedule an initial meeting to signify the project kick-off. The goal of this meeting is to create an overall project framework that includes specific points and processes related to team member roles, schedule establishment & tracking, communication process, meeting schedule, etc., This meeting can also start the information gathering process, including understanding your goals and objectives and any other dialogue related to the project.
kick-off meeting
This phase includes all of the necessary work to start the project. It involves gathering all of the vital background information needed to begin the project’s concept development. The phase features the creation of the design and aesthetic. The process involves several meetings through which the design will be narrowed to the appropriate solution. The documentation will grow in detail to best define all aspects of the project, including its schedule and budget. Some key terms included in this phase are as follows:
Schematic Design Phase
design process
Design Development Phase
INITIAL CODE SUBMISSION/MEETINGS/
CONVERSATIONS AS NEEDEd
DESIGN CONCEPT REFINEMENT
INTERIOR DESIGN CONCEPTS PRESENTED AND REFINED
INITIAL FF&E PACKAGE DEVELOPED
BUILDING SYSTEMS DETAILED
Detailed pricing and constructability review
Once the overall vision and concepts have been realized and refined, the project will move into this phase. In this phase, systems and elements required to achieve the approved vision are elaborated upon. Specifically, we will work with our engineering teams to outline and define the best Structural, Mechanical, Plumbing, Electrical and Sprinkler systems to achieve the goals of the project. Interior finishes will be elaborated. Any initial review of the concepts with Local Code officials should occur. This phase provides the first round of detailed plan and system information for use by the team for updated costs and constructability review. Some key items included in this phase are as follows:
design process
Permit Packages prepared with Construction Manager
Detailed Document Review meeting with Project Team (Every sheet, every detail
Final construction pricing
FF&E package finalized
Interior Design package finalized
Detail Project Documentation Completed
Final Code submission/meetings
The Construction Documentation phase sets forth in full detail, the requirements for construction of the project based on the progression of the previous phases. Floor plans, enlarged plans, wall sections, ceiling plans, power/communication plans, finish plans, elevations, details and written specifications are added or refined to further establish the quality levels of materials and systems required for the project. Mechanical, electrical, plumbing, fire protection and other building systems are carefully integrated into the architectural envelope. The final construction documents will be used by the Contractors in acquisition of pricing and construction permitting. All key alternates and unit prices, will be defined. Some key items included in this phase are as follows:
Construction Document Phase
design process
As-built review and submission
Substantial and Final Completion reviews
Response/Recording of all contractor RFI's
Submittal review
22 months anticipated
We will provide full support to your construction team during this phase. We will continue to provide the same project management staff throughout this phase promoting consistency with the overall project history. We will be the owner's advocate for the vision and standards established in the months and years preceding the start of construction that define this project. We will attend bi-weekly construction meetings.
Construction Phase
and Close Out
Construction Phase and Close Out
On-site punch listing to review installed items and a return/placement service for any items which do not meet the specifications
PUNCH LIST
On-site installation of accessories and related items in all common areas
on-site installation
Specification of furniture, window treatments and accessories including artificial plants and artwork
specification
Furniture and accessory location plans and diagrams including necessary elevations for all
window treatment styles and location of artificial plants
location plans
Coordination with installers for scheduled deliveries
coordination
KMA provides the selection, design, procurement and assistance of furniture, window treatments and accessories for this project. The following services would be included:
Furniture, Fixtures and Equipment Procurement and Installation
design process
The following is a list of deliverables that you can expect us to provide with each phase. We will provide you with at least one full and one half sized set of drawings for every meeting and/or presentation for you to have. In addition, all drawings or documents reviewed will be made available in PDF format.
Deliverables
Schematic Design Phase
Design Development Phase
Construction Documentation Phase
Bid Support
Construction Phase
Furniture, Fixtures & Equipment
- Building Programs
- Initial Building Concept Plans and Elevations
- Presentation Renderings
- Project Schedule
- Complete Code and Applicable Regulatory Analysis
- Agenda for All Meetings
- Minutes for All Meetings
- Agenda for All Meetings
- Minutes for All Meetings
- Continually Updated Project Schedule
- Outline Specifications
- Updated Plans, Details and Elevations
- Final Renderings
- Several Interior Views Anticipated
- Exterior Entry Rendering Anticipated
- Final Interior Finish Boards and Material
- FF&E Selections and Layout
- Agendas for All Meetings
- Minutes for All Meetings
- Continually Updated Project Schedule
- Detailed Project Specifications
- Detailed Project Construction Drawings
- Final Interior Finish Boards and Materials
- FF&E Bid Package
- Permit Forms and Documents as Needed
- Pre-Bid Conference Meeting Minutes
- Addendums
- RFI’s
- FF&E Bid Forms and Support
- RFI’s
- Submittals
- Requisitions
- Change Orders and Recommendation Letters
- Substantial Inspections and Forms
- Final Completion Inspections and Sign-Off
- FF&E Selection and Documentation
- Procurement Schedule
- Installation Coordination
- Furniture Delivery Punchlist
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7.
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Low voltage design and documentation are included in our fee. We are assuming we are working with vendors as preferred by the owner (i.e. security/access control, IT systems, Audio/Visual Design).
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2.
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Notes
TOTAL BASE COST
$1,500,000
$20,000
Additional Items: Reimbursable Allowance
$225,000
Construction Administration
$525,000
Construction Documentation and Bid Support
$420,000
Design Development
$330,000
Schematic Design
separated by major phase
THE BASE FEE
The following Fee Proposal includes all services as requested:
Fees & Expenses
1k+
opened its doors
90%
$8.5M
project cost
100MM+
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