Alderus Funding - Squarespacestatic1.squarespace.com/static/5057b399e4b093884eea0c50/t/54e799f… · Alderus Funding Thank you for giving ... yoga class, or out walking her rescue

Alderus Funding

Project Proposal - Branding & Interactive

2015.02.19

© 2004-present Relevant Studios . All Rights reserved

Relevant Studios

Alderus Funding

Thank you for giving Relevant Studios an opportunity

to bid this project. We are excited about the possibility

of working with the team at Alderus. This proposal is

meant to address all of your requirements and questions,

but please feel free to reach out to us if you have any

remaining topics you would like to discuss.

We can be reached at 971-337-6605

Email: [email protected]

Website: relevantstudios.com

i n d e x #

Our Company 1

Our Capabilities 2

Our People 3

Our Approach 4

Interactive Principals 5

Portfolio 6

Branding Project Bid 7

Interactive Project Bid 8

Terms of Service 9

Contact Us 10

ProPosAl | Table of Contents

© 2004-present Relevant Studios . All Rights reserved 1

C o m PA n y — Founded in 2004, Relevant Studios is a branding, packaging and website design company based in beautiful Portland, Oregon. We work with local, national and international clients in a wide range of industries. We wake up each morning eager to solve problems and facilitate positive change for brands and people. Learn more at relevantstudios.com.

o u r T e A m — We have a core team of three people. Although our internal team is small, we have cultivated a network of highly skilled freelance developers, designers and photographers that we utilize depending on project needs and requirements. This works to our clients’ advantage because it means we can get them the very best talent for their unique brands.

P h i l o s o P h y — Smart design is at the core of everything we do. We’re big on asking questions and listening so that our clients’ brands remain authentic to who they are while also ensuring their brands are relevant to their audiences. We work very intentionally—which means our creative solutions are crafted with sound strategy, great attention to detail, and a high level of excellence.

our ComPAny | Overview

Relevant Studios is a group of down-to-earth people who collaborate together to help your company or organization convey who you are, what you do, and why it matters. We help you whether you’re a small business owner, non-profit organization, or represent a larger company, to create great rapport with your audience. We also help your audience to discover, understand, and become devoted fans of your organization, its identity, message, product, or service. And we do all this in a way that is true, meaningful, and completely authentic.

“How do we do this?” you ask. Simply put, we help you Identify, Develop, Promote, and Manage your organization’s brand.

identify develop Promote manage

W e h e l P

yo u r B r A n d


Relevant Studios

W E H E L P

YO U R B R A N D

T O C O M M U N I C AT E

&

who you are what you do why it matters where to focus

Brand Management - Annual Reviews - Brand Consultation- Brand Launch Planning

Marketing Management- Marketing Strategy- Marketing Calendar & Tools- Audience Feedback & Reporting

Media Management - Print Production & Placement- Website Content Management- Social Media Management

Content Development- Copy Writing- Photography & Illustration - Video Production

Digital Communications - Social Media Design- e-Newsletter Design- Banner Design

Marketing & Advertising- Campaign Strategy- Print Campaign Design- Digital Campaign Design

Web & Interactive- Digital Strategy & Planning- Website/Interactive Design- Development/Implementation

Print & Packaging - Print Communications - Presentation Design- Packaging Design

Environmental & Display- Exterior Signage- Interior Branding Elements- Display Design

Brand Strategy - Brand Assessment - Positioning Strategy- Creative Direction

Identity Design- Logo & Trademark Design - Typography/Color Palettes - Brand Assets & Imagery

Verbal Identity- Entity/Product Naming - Positioning Statements- Core Messaging & Headlines

our CAPABiliTies | List of Services



Relevant Studiosour PeoPle | Learn more about our core team

Andy Kerr Founder / Creative Director

ov e rv i e W — Andy’s attention to detail and knowledge of branding help us to provide solid strategy and effective creative for our clients. Andy loves to see all the components of a brand come together, including creative strategy, thoughtful design, and intentional communication to solve complex challenges. Many organizations have benefited (and become exponentially more successful) because of his insight and approach to branding.

e x P e r i e n C e — Before starting Relevant, Andy was the art director at MindLightning (M+BG) in charge of strategy, design and communication. He helped oversee both senior and junior designers to produce effective creative including design, photography, and copywriting.

o u T & A B o u T — Andy was born in Germany and lived in Denmark until he was seven. Besides art and design, Andy enjoys competitive tennis, ping-pong, hiking, photography and writing children’s books. He loves trying new things and teaching others how to do something for the first time.

Mauria Betts Art Director / Lead Designer

ov e rv i e W — Mauria’s ability to draw out the strengths of a business and position them in a way that is both authentic and compelling helps us provide strong design solutions for our clients. Mauria loves to see a client embrace change in a way that will ultimately benefit their business in both tangible and intangible ways. Her keen design eye, sense of style, and strategic thinking make her a valuable part of our branding team.

e x P e r i e n C e — Before joining Relevant, Mauria was the marketing manager (and senior designer) at the Children’s Museum in San Luis Obispo, California. Her experience has helped develop effective platforms for communication and outreach for several non-profits.

o u T & A B o u T — When she’s not behind a computer screen, you’ll find Mauria outdoors searching remote areas for chantrelles or drowning her cell phone in the sea. In town, Mauria loves discovering new places to eat and drink with friends and is always up for a new adventure.

Shawna Harch Communications Manager

ov e rv i e W — Shawna’s unique skill set gives her the opportunity to wear many hats. Her knack for organization helps us stay on top of things around the studio. In addition to serving as our project manager, she helps our clients communicate in unique, genuine and memorable ways. From smart communication strategies to strategic copywriting, Shawna is ready to take on any messaging challenge.

e x P e r i e n C e — Before Joining Relevant, Shawna was a communications specialist focusing on copywriting, social media and public relations for in-house organizations including a non-profit animal hospital. She was also a project manager for an Oregon-based plant nursery and a copywriter for another branding firm.

o u T & A B o u T — Shawna lives and breathes communications, but when she’s not in front of the keyboard you might find her on a night run, in a local yoga class, or out walking her rescue dog, Watson the miniature Dachshund.

Berkeley Studio Mascot — Berkeley is our studio dog and mascot. He helps with reception (by greeting guests), secures the premises and comes up with new and inventive ways to boost employee morale. He also conveniently doubles as an effective hands-free vacuum for the lunch room.


Relevant Studios

We believe in...

our APProACh | What makes us relevant

holisTiC BrAndingFIG. 1

h o l i s T i C B r A n d i n g — Relevant Studios is a holistic branding company; We help identify, develop, promote and manage your brand. We help our clients view branding as an integrated, ongoing and conscious effort that requires keeping the big picture in mind while remaining authentic.

i m P e C C A B l e d e s i g n — Our approach is rooted in and driven by strategic design. For this reason, we believe identity development is a necessary and vital part of every brand’s success.

C o l l A B o r AT i o n — We value collaboration with our clients and have developed a process that revolves around truly understanding our clients’ needs, audiences, goals and visions. Every project begins with a series of brand exercises that clients complete and discuss with us to ensure we are on the right track from the beginning.

C l o s e r e l AT i o n s h i P s — We are a small team, which means we take the time to really get to know our clients. Unlike many large agencies, our team is accessible, responsive and caring. We’re genuinely nice people, and we tend to attract nice clients.

T r A n s PA r e n C y — Honesty and transparency are two of our most important values. We are always up front with our clients and take a proactive approach to ensuring a project’s success.


Relevant Studios

1 B e Au T i F u l —We believe in strategy over aesthetics, but if the strategy doesn’t include a beautiful design then we’ve missed the mark. We create websites that look great and that represent your organization’s brand values.

2 e n gAg i n g —A website is only as good as its content. That’s why we take time up-front to make sure that your content and message delivery are spot-on. We also make sure that the user’s experience is one that will be intuitive, interactive, and therefore engaging.

3 F u n C T i o nA l —Whether you need a Content Management System, e-Commerce, robust blog or other functionality, we have solid solutions that make our sites function well (the way you should expect them to).

4 r e s P o n s i v e —More and more audiences are relying on mobile devices to access information. We have the capabilities to create responsive websites that adapt to the size of any device including computers, tablets, and phones.

5 o u T C o m e s d r i v e n —We can help people find your site and then be led through a process that encourages them to take action, whether that be to make a purchase, interact in some fashion, or simply make contact.

inTerACTive PrinCiPAls | What makes a good website

A website is more than a representation of your brand, more than a place to find information, more than a tool for marketing — It’s your organization’s ever-evolving hub for communication, platform for interaction, and catalyst for growth.

Core principals for creating an effective website


Relevant Studios

o u r W e B P o rT F o l i o

relevantstudios.com/website-design

r e l e vA n T W e B s i T e sA m P l e s

lindsayhart.commaveninteriors.co (yes— “.co” not .com)2brothersmoving.netmorgandavishomes.comjadeportland.cominhabitportland.com

PorTFolio | Our work

l i n d sAy h A rT l AW o F F i C e s Brand identity + website Link: http//relevantstudios.com/lindsay-hart

m Av e n i n T e r i o r s Naming + brand identity + website Website link: http://relevantstudios.com/maven-interiors-co Identity link: http://relevantstudios.com/maven-interiors

ro T h e rT i n s u r A n C e Renaming + brand identity Identity link: http://relevantstudios.com/rothert-insurance

i n h A B i T P o rT l A n d Naming + brand identity + website Link: http://relevantstudios.com/inhabit-portland

C l A r k & m Ay F i e l d Brand identity + website Link: http://relevantstudios.com/clark-and-mayfield

JA d e B i s T ro & PAT i s s e r i e Brand identity + website Link: http://relevantstudios.com/jade-portland

2 B ro T h e r s m ov i n g Brand identity + website Website link: http://relevantstudios.com/2-brothers-moving-website Identity link: http://relevantstudios.com/2-brothers-moving

While visiting relevantstudios.com be sure to look for these examples:


Relevant Studios

# Project Title Scope & Description Deliverables Suggested Budget

1 Brand Identity A Brand Audit & Strategy (required) - Assessment & strategy to provide an over-arching plan that will enhance the reputation of the company and position the organization for future growth. Includes 3 mood boards to facilitate conversation and initiate overall creative direction.

» Brand Strategy » 3 Mood Boards

$1,250

B Logo Design, Visual Identity System, & Assets Development (required) An Identity System including primary & secondary logo versions, typography standards for headlines/display & body copy, primary & secondary color palettes, photo & imagery treatments, and other identity assets (ie: textures, patterns, monograms, etc) will be created & refined that accurately represents the organization, its goals, and helps reach desired audiences.

For the new logo itself, 3 directions will be presented from which one direction will be chosen by the client and revised to its final form (includes two rounds of revision). Additional directions beyond the initial 3 presented may incurr additional costs.

» Master art supplied in digital format

» Multiple files of the logo » Color palettes » Typography » Additional Brand Assets » Simple Style Guide

$7,500

C Verbal Identity & Messaging - Strategy, voice, tone, and three communication points (or core values) will be delivered that will portray the strengths of the organization and communicate them verbally in an authentic & meaningful way. These verbal assets will be used on future media and provide a reference for overall future message development.

» Verbal Assets $2,500

2 Brand Promotion A Social Media Design - Graphics supplied and implemented for up to 2 social media platforms.

» Facebook Graphics » Twitter Graphics

$350-$450

B MailChimp Email Template - Design & development of editable template in MailChimp.

» MailChimp Template Starting at $2,500Dependant on complexity

NOTE: Additional brand promotion projects can be addressed and bid throughout the process if needed.

Alderus Funding | Branding & Design Projects


Promote develop Promote manage


Relevant StudiosAlderus Funding | Web & Interactive Projects

# Project Title Scope & Description Deliverables Suggested Budget

3 Website Design & Dev. We don’t want to just throw out a number — We want to help you weigh the pros and cons of what’s possible, make sure we budget for the costs of what you really need (with the option of adding a couple of bells & whistles of course), and help you make an informed decision about what will help serve & grow your business all while staying within your budget. Since most clients don’t know the relationship between what’s possible and the cost of such things, we’ve found that a range up-front and a phased budgeting method works best.

Suggested Investment $19,500-$26,500

A Digital Strategy, Information Architecture, & Preliminary Wireframes Assessment & strategy to provide additional planning for effective communication & growth through interactive and online media.

» Digital Strategy » Site Map » Preliminary Wireframes » Scope & Proposed Budget Allocation Document

$3,500(As down payment)

B User Experience/Interface (UX/UI) - Full wire-frames (like a blueprint of the site) will be created that show a hierarchy for leading users to the most important content and desired outcomes and will help further define the scope.

» Complete Wireframe Presentation

» Content Types Breakdown

Avg $2,500-$3,500(TBD during Audit phase)

C Content Development - Content-specific Information Graphics, Photography, Illustration, Info-graphics, Copy-writing and other tools/media can be developed that will help to more clearly communicate the organization’s messages visually and verbally.

NOTE: Meaningful & engaging content is what makes a website valuable. It’s what keeps attention spans, and invites people to take the next step.

» Deliverables to be determined

Avg $4,000-$5,000 (TBD during UX/UI phase)

d Website Design - An overall look and feel will be proposed and signed off on before moving to the development phase. The website will be designed using best practices that visually & verbally communicates the mission and messages of the organization. The site will be an avenue for promoting the organization to visitors and help the organization serve its desired audiences.

» Additional Visual Assets » Web Composites of all design components needed for development.

Avg $3,500-$4,500

e Website Development - The website will be developed using best indusctry standard practices on a Content Managment System platform in order to fit the current and future needs of the organization.

NOTE: Functionality requirements & development costs to be estimated after UX/UI phase

» CMS » Website Coding » CSS Styling » SEO (Optimization)

Avg. $4,000-$7,000 (TBD after UX/UI phase)

F Content Implementation, Testing, & Launch - Adding content, sizing images, adding buttons, site tests, DNS changes for launch, etc.

Avg. $2,000-$3,000(TBD after Web Dev. phase)

Develop Promote Manage


Relevant Studios

1. Our Estimate and Your Budget - We can usually work within any Client’s budget, as long as it does not compromise our quality standards. Given the goals of the Client, these estimated fees are budget recommendations only. Budgets can be increased or decreased by the Client depending on the Client’s standards, time restraints, and/or budget restraints, as long as both parties agree before each project begins.

2. Estimate Accuracy - The expenses shown are estimates only. Final fees and expenses shall be shown when final invoice is rendered. Client will be billed a minimum of $95 per hour for every hour incurred to complete each project. The Client shall be notified as soon as possible in the event that the originally agreed upon budget will not cover said expenses. At which time the Client’s approval shall be obtained for any necessary increase.

3. Payment expectations - Once the budget has been agreed upon and approved, the Client shall pre-pay on projects under $1,500. For projects over $1,500, the client shall pay one-half of the design fee before Relevant Studios begins the project. After completion of the project and receipt of the final payment the complete deliverables will be submitted to the client.

4. Time-lines - All time-lines are dependant on Client response time and meeting availability. We reserve the right to reallocate time within the categories as needed to complete your project most effectively for the total design fee stated.

5. Approvals & Roles - We try to involve our Clients in most of the decisions regarding any given project, however, we do reserve the right to make decisions and recommendations within our expertise to expedite the project within the original scope and goals and in keeping our Client’s best interests in mind.

6. Alterations and Added Scope - Any changes that are requested after the Client has approved a project (or project phase) are not included in the original budget and will be billed additionally. All alterations to the scope of work will be re-estimated and a change order will be signed by the Client to establish the revised budget.

7. Time of Payment Final payment is due within fifteen (15) days of receipt of invoice or before digital files are released. A 5% monthly service charge will be billed for late payment.

8. Default of Payment - The Client shall assume responsibility for all collection and legal fees necessitated by default in payment.

9. Grant of Rights - The grant of rights is conditioned on receipt of full payment.

10. Changes - The Client shall be responsible for making additional payments for changes requested by the Client in the original assignment. However, no additional payment shall be made for changes required to conform to the original assignment description. The Client shall offer the Artist the first opportunity to make any changes.

11. Expenses - The Client shall reimburse the Designer for all expenses arising from this assignment, including the payment of any sales taxes due on this assignment, and shall advance up to 50% of the total estimated cost to Relevant Studios for payment of said expenses. Alternate payment schedule will be agreed upon and implemented when Invoices are rendered.

12. Cancellation (kill fee) - In the event of cancellation of this assignment, ownership of all copyrights and the original artwork shall be retained by the Artist, and a minimum twenty (20%) percent cancellation fee, based on contract price and expenses already incurred, and hourly rate of work completed to date, shall be paid by the Client.

13. Credit Lines - On any contribution for magazine or book use, the Artist shall receive name credit in print and online. If name credit is to be given with other types of use it must be specified here: Website Design [with link], Catalog Brochure (Negotiable)

14. Releases - The Client shall indemnify Relevant Studios against all claims and expenses, including reasonable attorney’s fees, due to uses for which no release was requested in writing or for uses which exceed authority granted by a release.

15. Modifications - Modification of the Agreement must be written, except that the invoice may include, and the Client shall pay, fees or expenses that were orally authorized in order to progress promptly with the work.

16. Code of Fair Practice - The Client and the Designer agree to comply with the provisions of the Code of Fair Practice, a copy of which may be obtained from the Joint Ethics Committee, PO Box 179, Grand Central Station, New York, NY 10017.

Terms oF serviCe | The “No Surprises” Agreement

17. Warranty of Originality - The Designer warrants and represents that, to the best of his or her knowledge, the work assigned hereunder is original and has not been previously published. The Client will hold the Designer harmless for all liability causes by the Client’s use of the Designer’s product to the extent that it infringes on the rights of others.

18. Arbitration - Any disputes in excess of $2,000 arising out of this agreement shall be submitted to binding arbitration before the Joint Ethics Committee or a mutually agreed upon arbitrator pursuant to the rules of the American Arbitration Association. The Arbitrator’s award shall be final, and judgement upon it may be entered upon it in any court having jurisdiction thereof. The Client shall pay all arbitration and court costs, reasonable attorney’s fees, and legal interest on any award or judgement in favor of the Designer.

19. INTELLECTUAL PROPERTY - Recipient understands that all of the information (including this document), and any designs, concepts, or ideas disclosed by the Company are the sole intellectual property of Relevant Studios and it’s affiliates, vendors, associates, or respective copyright or intellectual property owners. Recipient also understands that use of such property (in whole or in part), “borrowing ideas”, or the creation of information, designs, concepts, or ideas based on creative work authored by Relevant Studios without compensation, or without written consent, constitutes infringement on such rights and is punishable by law. Recipient agrees to retain said information as confidential and not to use said information on his or her own behalf or disclose same to any third party. Thank you.

20. Latest Terms - Please see our website for the latest Term of Service as they may change from time to time. www.relevantstudios.com/studio-policies

DateClient Signature

Client Name (Printed)

By signing you acknowledge that you have been made aware of these terms of service.

C O N TAC T U S

RelevantStudios.com / 503.310.5480

PO Box 13369 / Portland, OR 97213

[email protected]

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