WELCOME

WELCOMEWELCOMEGetting Smart About Home ModificationsGetting Smart About Home Modifications

A Webinar Series Sponsored by theA Webinar Series Sponsored by theWisconsin Department of Health ServicesWisconsin Department of Health Services

Webinar #4Webinar #4

Quality, Affordability Quality, Affordability andand Accountability? Accountability?WITHWITH

Dave Porterfield, Larry Taff, and Jim GormleyDave Porterfield, Larry Taff, and Jim Gormley

Please Please letlet us know who you are us know who you are1.1. Go to the “ASK” button just above our heads on Go to the “ASK” button just above our heads on

your screen. Click on it and it will open a dialogue your screen. Click on it and it will open a dialogue box.box.

2.2. Type in where you are listening from and how many Type in where you are listening from and how many people are listening from the same computer.people are listening from the same computer.

3.3. Questions can be asked in the same way and you Questions can be asked in the same way and you may ask questions as you think of them, at any may ask questions as you think of them, at any time during the presentation. We’ll generally time during the presentation. We’ll generally answer questions at the end of the presentation answer questions at the end of the presentation unless there is something specific we need to unless there is something specific we need to clarify.clarify.

QUALITY, QUALITY, AFFORDABILITY AFFORDABILITY andand ACCOUNTABILITY?ACCOUNTABILITY?

Bidding, Contracting and Bidding, Contracting and Getting a Fair PriceGetting a Fair Price

PresentersPresenters Dave Porterfield, DeveloperDave Porterfield, Developer

Movin’ Out, Inc.Movin’ Out, Inc.

Larry Taff, CR, GCP, CAPS Larry Taff, CR, GCP, CAPS General ContractorGeneral Contractor TZ of Madison, Inc.TZ of Madison, Inc.

Jim Gormley, AttorneyJim Gormley, Attorney Foley and Lardner LLPFoley and Lardner LLP

GOALSGOALS

Establish a basic understanding of:Establish a basic understanding of:

Understanding the Bidding Understanding the Bidding Process, Project Management Process, Project Management and the Construction Processand the Construction Process

Elements of a Good Construction Elements of a Good Construction ContractContract

Working with ContractorsWorking with Contractors Interviewing contractorsInterviewing contractors Hiring a contractor based on Hiring a contractor based on

qualifications, references, project qualifications, references, project specificsspecifics

Competitive bidding (pros and cons)Competitive bidding (pros and cons) Getting a fair price for the workGetting a fair price for the work

Construction Contracting 101Construction Contracting 101

Best ways to avoid Best ways to avoid problems encountered problems encountered with projects involvingwith projects involvinghome modifications or home modifications or accessibility remodelingaccessibility remodeling

Avoiding ProblemsAvoiding Problems

Maintain good communication Maintain good communication ((most important!)most important!)

Select a qualified contractorSelect a qualified contractor Have a good (or any!) Have a good (or any!)

contractcontract Other examplesOther examples

Developing Costs and Developing Costs and SpecificationsSpecifications

Understand project cost vs. Understand project cost vs. project valueproject value

Use available resourcesUse available resources

Note:Note:

RemodelingRemodelingis a service, is a service, not a productnot a product

There are many factors and There are many factors and many vendors involved in many vendors involved in estimating a project’s costsestimating a project’s costs

Understanding RemodelingUnderstanding Remodeling Remodeling is an industry with Remodeling is an industry with

education requirements specific to its education requirements specific to its industry (much like the social work industry (much like the social work field).field).

Zoning, Building Permit & InspectionsZoning, Building Permit & Inspections

Plans need to be developed to scale and Plans need to be developed to scale and be as accurate as possiblebe as accurate as possible

Understanding RemodelingUnderstanding Remodeling Finding ContractorsFinding Contractors

Ask for references and call!Ask for references and call!

Know what subcontractors are required Know what subcontractors are required for the project?for the project?

Select contractor that matches the size Select contractor that matches the size of the projectof the project

Understanding Project Cost vs. Understanding Project Cost vs. Project ValueProject Value

US AveragesUS Averages www.remodelingmagazine.comwww.remodelingmagazine.com www.costvsvalue.comwww.costvsvalue.com

What are lenders looking for?What are lenders looking for?

How to determine cost of remodelHow to determine cost of remodel

Useful Remodeling ResourcesUseful Remodeling Resources NARI of Madison, Inc. NARI of Madison, Inc.

www.remodelingmadison.orgwww.remodelingmadison.org Better Business Bureau Better Business Bureau

www.wisconsin.bbb.orgwww.wisconsin.bbb.org Wisconsin Department of Trade and Wisconsin Department of Trade and

Consumer ProtectionConsumer Protection www.datcp.state.wi.uswww.datcp.state.wi.us

Background check websitesBackground check websites

Construction Contracts 101Construction Contracts 101

Why have a written contract?Why have a written contract?to Measure Performanceto Measure Performance

to Assign Responsibilitiesto Assign Responsibilities

to Allocate Riskto Allocate Risk

What’s in a ContractWhat’s in a Contract1.1. PartiesParties

2.2. Project DescriptionProject Description

3.3. PricePrice

4.4. Timing – start and completionTiming – start and completion

(more)(more)

What’s in a Contract What’s in a Contract (cont.)(cont.)

5.5. Payment procedurePayment procedure

6.6. InsuranceInsurance

7.7. Procedure for changes in the projectProcedure for changes in the project

8.8. Dispute resolutionDispute resolution

9.9. Default and termination provisionsDefault and termination provisions

Cost of Legal AssistanceCost of Legal Assistance(reduced fees)(reduced fees)

Local Bar AssociationLocal Bar Association

Charitable OrganizationsCharitable Organizations

Law firmsLaw firms

Contract ProblemsContract Problems

What to do if contractor won’t What to do if contractor won’t sign the contract or can’t agree sign the contract or can’t agree to a required provisionto a required provision

Identify the issuesIdentify the issues

Find another contractorFind another contractor

Questions?Questions?

There is a short lag between the time There is a short lag between the time you type a question and the time we you type a question and the time we receive the question, so let me receive the question, so let me remind you where to find this remind you where to find this information in the future…information in the future…

Getting Smart About Home ModificationsGetting Smart About Home ModificationsRe-runsRe-runs

Power point presentations are located at Power point presentations are located at www.movin-out.org Click on ‘learn more’ www.movin-out.org Click on ‘learn more’ in the first paragraph of the home page in the first paragraph of the home page which will lead you to the power point which will lead you to the power point presentations.presentations.

The webinar itself can be replayed by The webinar itself can be replayed by going to the DHS webcast catalogue at going to the DHS webcast catalogue at http://media1.wi.gov/dhfs/catalog/ Once http://media1.wi.gov/dhfs/catalog/ Once there you can search for the presentation there you can search for the presentation you want by name, date or presenter.you want by name, date or presenter.

CONTINUINGCONTINUINGWEBINAR SCHEDULEWEBINAR SCHEDULE

TUESDAYSTUESDAYS 10:00 am – 11:00 am10:00 am – 11:00 am

November 10November 10: Zoning, : Zoning, Permits, and CodesPermits, and Codes

November 17November 17: Building a : Building a RampRamp

Thank YouThank YouPlease send any feedback you Please send any feedback you

may have regarding the may have regarding the webinar series to webinar series to

[email protected]@movin-out.org