Client Worksheet

-- Client Worksheet --

Instructions:

1. By reading these instructions carefully and by accurately completing this Client Worksheet, you will provide me with perhaps everything that I need to start and complete your initial design (Preliminary Plan). This is a way of helping both of us save time.

2. Before starting this Client Worksheet, you should complete our comprehensive and copyrightedExcel Price Worksheet. The Excel Price Worksheet is provided to help you think through and prioritize your project “must have” and “like to have” features and narrow the scope of your project to fit your budget (it is incredibly helpful when clients have done their homework prior to procuring our services). Please call me if you have trouble fill out this spreadsheet. I want to help you understand your costs.

3. This Client Worksheet is provided in a Microsoft Word format. Links in this form are pointed to pages on my websites. Please ensure that you have an Internet connection and that you are working “online” prior to filling out this form.

4. Payment of the Design Fee Retainer is required prior to us starting a Preliminary Plan. You can use PayPal. Just add 4% or use “Friends & Family”. Or (the preferred method) is to text a photo of your check made out to Virginia Decking & Remodeling LLC to 540 840-7243. Just insure you snap a photo of your WHOLE check. Don’t cut off the ends. The Design Fee Retaineris credited to your contract and is non-refundable.

5. I prefer that you email this completed Client Worksheet to but you can fax it to 540 786-3324.

6. In the unlikely event you attempt to do an “end run” around me and contract directly with my builder, you will owe me the total labor amount of the contract for liquidated damages. I work hard for my money. Please do not attempt this. It may not be illegal but it is very wrong. By submitting this form you agree to this statement.

7. Please remember to complete all parts of this worksheet that pertain to your specific project. An incomplete worksheet will only delay completing the Preliminary Plan. Time is of the essence… so let’s get going!

-- Client Worksheet --

Client Information

Name
Email / Day phone / Evening phone / Cell phone
Mailing address / Line 1:
Line 2:
City:
State:
Zip code:
Project address / Same as mailing address?
Line 1:
Line 2:
City:
State:
Zip code:
Budget Range
(It is important that I know your budget) / Low $ / High $
Credit Card # (VISA/MC/DISC only) / Expiration Date / Last 3 numbers on back
Use PayPal – email to / Use PayPal – email to / Use PayPal – email to

Project Type

Porch (please complete project description beginning on page 2)
Deck(please complete project description beginning on page 3)
Patio (please complete project description beginning on page 3)
Sunroom (please complete project description beginning on page 4)

Porch Project Description

Where will your new porch be located in relation to the existing structure? / Front Back Side Partial wrap
Will your new porch be screened? / Yes No
How will your new porch roof tie in to the existing structure’s wall or roof? / Tied to roof Tied to wall Tied to both
What will be the roof style of your new porch? See footnote 1) below “View sample drawings of each roof style” / Shed roof Gable roof Hip roof
If you will need steps then indicate approximately how high (in inches) the porch floor will be from the ground at the spot where you want your steps installed. / inches
Will the porch floor be free standing or attached to the existing structure? See footnote 2) below “View free standing or attached explanation and drawing” / Free standing Attached
How much labor do you want us to provide? See footnote 3) below. / Click here to choose labor "Turnkey": Client doesn't lift a finger Client is GC: We do all labor Client is GC: We frame it all Client is GC: We frame it, but complete the roof None: I'll do it myself
Porch floor materials / Click here to pick materials Pressure treated decking GeoDeck tongue and groove decking Ipe decking Concrete floor: We do the concrete
Porch railing materials / Click here to pick materials Pressure treated railings GeoDeck railings Ipe railings Fairway Vinyl railings Fairway Vinyl railings w/ spindle balusters Fairway Composite railings
Want a paint free, stain free, maintenance free porch exterior w/ some combination of GeoDeck compositeand/or vinyl trim? / Yes No
Want us to demolish and dispose of an existing deck? / Yes No
If so, what is the approximate area of deck and stairs? / SF
Want us to install a porch onto an existing deck floor? (This is usually a very bad idea by the way) / Yes No
If so, does the existing deck floor need to be covered or replaced? / Yes No
If so, what floor covering do you want? / Click to select flooring Plywood subflooring Pressure treated decking GeoDeck tongue and groove decking Ipe decking
Important: Have you checked with your local Zoning Department to determine what your setbacks are and how close you can come to your property lines? See footnote 4). / Yes No
I have read, understand and agree to the $500 Non-Performance Surcharge and the Refund Policy. See 5) below. / Yes No
Comments (feel free to elaborate on what you want, including any items not covered in this form, and even if something on this form isn’t working for you):

Footnotes for hyperlinks

-- Client Worksheet --

1)View sample drawings of each roof style

2)View free standing or attached explanation and drawing

3)How much labor explanation

4)Your local Zoning Department setbacks

5) Read about the$500 Non-Performance Surcharge and Refund Policy

If you are also interested in a Deck, Patio and/or Sunroom, please fill out their respective forms now. If not, please proceed to the appropriate pagesand insert house photos, your House Location Survey, and your drawing. The house photos, drawing and House Location Survey can also be faxed or mailed, but we prefer them inserted into this document if possible. Thanks!

-- Client Worksheet --

Deck Project Description

Approximate height of deck floor from ground? / inches
If you want steps, then indicate approximately how high (in inches) the deck floor will be from the ground at the spot where you want your steps installed. / inches
Will the deck floor be free standing or attached to the existing structure? See2)above“View free standing or attached explanation and drawing” / Free standing Attached
How much labor do you want us to provide? See 3) above. / Click here to choose labor "Turnkey": Client doesn't lift a finger Client is GC: We do all labor Client is GC: We frame it all None: I'll do it myself
Deck floor materials / Click here to pick materials Pressure treated decking GeoDeck tongue and groove decking Ipe decking
Deck railing materials / Click here to pick materials Pressure treated railings GeoDeck railings Ipe railings Fairway Vinyl railings Fairway Vinyl railings w/ spindle balusters Fairway Composite railings
Want a paint and stain free, maintenance free deck exterior w/ some combination of GeoDeck compositeand/or vinyl trim? / Yes No
Want us to demolish and dispose of an existing deck? / Yes No
If so, what is the approximate area of deck and stairs? / SF
Important: Have you checked with your local Zoning Department to determine what your setbacks are and how close you can come to your property lines? Because if you don’t… and we design the Exotic Dream Deck of your Wildest Fantasies only to be shot down by Zoning, I don’t want to hear any whining. Please see4) above. / Yes No
I have read, understand and agree to the $500 Non-Performance Surcharge. See5) above. / Yes No
I have read, understand and agree to the Refund Policy. Please see5). / Yes No
Comments (feel free to elaborate on what you want, including any items not covered in this form):

If you are also interested in aPatioand/or Sunroom, please fill out those forms now. If not, please proceed to appropriate pages and insert house photos, your House Location Survey, and your drawing into this document. The house photos, drawing and House Location Survey can also be faxed to 540 786-3324 or mailed to Virginia Decking, PO Box 41157, Fredericksburg, VA 22404, but we prefer them inserted into this document if possible. Thanks!

Patio Project Description

Approximate height of house floor from ground? If your house floor is more than 12” from the ground, we will have to build a landing and perhaps steps (it’s code) to get to your new patio. / inches
Will the landing be free standing or attached to the existing structure? See2) above“View free standing or attached explanation and drawing” / Free standing Attached
How much labor do you want us to provide for landing/steps? See 3) above. / Click here to choose labor "Turnkey": Client doesn't lift a finger Client is GC: We do all labor Client is GC: We frame it all None: I'll do it myself
Landing/steps floor materials / Click here to pick materials Pressure treated decking GeoDeck tongue and groove decking Ipe decking
Landing/steps railing materials / Click here to pick materials Pressure treated railings GeoDeck railings Ipe railings Fairway Vinyl railings Fairway Vinyl railings w/ spindle balusters Fairway Composite railings
Want a paint and stain free, maintenance free landing/steps exterior w/ some combination of GeoDeckcompositeand/or vinyl trim? / Yes No
Want us to demolish and dispose of an existing deck or landing/steps? / Yes No
If so, what is the approximate area of deck and/or landing/steps? / SF
Important: Have you checked with your local Zoning Department to determine what your setbacks are and how close you can come to your property lines? Because if you don’t… and your beautiful project is shot down by Zoning, I don’t want to hear any whining. Please4) above. / Yes No
I have read, understand and agree to the $500 Non-Performance Surcharge and the Refund Policy. See5)above. / Yes No
Patio Continued…
Do you want stamped concrete or an interlocking paver patio (which are about the same cost)? / Stamped Pavers
Do you want an outdoor kitchen? Please work w/ vendor directly to design and order your kitchen. These people know what they are doing. / Yes No
If the grill is fired by gas, choose the type: / Natural Gas Propane
List the appliances wanted (remember, these kitchens start at $4200 w/ grill and refrigerator and forklift rental to get it off the truck):
Underline items you want: Fire Pit Fire Pit w/ Water Feature Sitting Wall Spa Light chasing, music synced LED lighting / TV # of Electrical Outlets ___
Patio Heater Overhead Pergola
Comments (feel free to elaborate on what you want, including any items not covered in this form):

-- Client Worksheet --

Sunroom Project Description

What will be the roof style of your new sunroom? See1)above“View examples of each roof style” / Shed roof Gable roof Hip roof
How will your new sunroom roof tie in to the existing structure’s wall or roof? / Tied to roof Tied to wall Tied to both
If you want steps then indicate approximately how high (in inches) the sunroom floor will be from the ground at the spot where you want your steps installed. / inches
Will the sunroom floor be free standing or attached to the existing structure? See 2)above“View free standing or attached explanation and drawing” / Free standing Attached
How much labor do you want us to provide? See 3)above. / Click here to choose labor "Turnkey": Client doesn't lift a finger Client is GC: We do all labor Client is GC: We frame it all Client is GC: We frame it, but complete the roof None: I'll do it myself
Sunroom floor materials. / Click here to pick materials 1.5" plywood (floor covering by others) Pressure treated decking GeoDeck tongue and groove decking Ipe decking Concrete floor: We do the concrete
Want tempered glass panels or windows? / tempered glass windows
Vinyl siding w/ vinyl trim? / Yes No
Want us to demolish and dispose of an existing deck? / Yes No
If so, what is the approximate area of deck and stairs? / SF
Want us to install a sunroom onto an existing deck floor? (This is usually a very bad idea by the way) / Yes No
If so, does the existing deck floor need to be covered or replaced? / Yes No
If so, what floor covering do you want? / Click here to pick materials 1.5" plywood (floor covering by others) Pressure treated decking GeoDeck tongue and groove decking Ipe decking
Important: Have you checked with your local Zoning Department to determine what your setbacks are and how close you can come to your property lines? See 4)above. Because if you don’t… and we design the sunroom of your Wildest Fantasies only to be shot down by Zoning… you will feel very badly… and so will I. / Yes No
I have read, understand and agree to the $500 Non-Performance Surcharge. Please see 5) above. / Yes No
I have read, understand and agree to the Refund Policy. Please see 5) below. / Yes No
Comments (please use this space to elaborate on all the things you want included in your sunroom that are not covered in this form):

-- Client Worksheet --

Please insert a wide angle elevation view photo of your house wall here… one
that captures the whole house wall if possible. I need to see as much as possible.

Please insert a side elevation view photo of your house here. I need to
see how the terrain meets the house… the “lay of the land” so to speak.

Please insert your rough sketch in the box below. Be sure to include dimensions that tell me the location of doors, windows, etc.. If a deck is to be built, I need locations of doors and windows for the basement level (so we don’t locate a support post in the middle of a basement window) and the first floor level (so we don’t put a railing in the middle of a window). If a porch or sunroom, then I also need locations of windows on the second story (so I can properly design the roof). Thanks!

Please insert your House Location Suvey (plat) here. It should be to scanned as is (not distorted) and nothing cut off. Then save this Client Worksheet and email it to me with your filled out Excel Price Worksheet. Trust me when I tell you that working thru the Excel file will help you and me both… you to prioritize and me to know better what you want. (Delete this text so HLS will fit)