CONTACT US TODAY: 855.348.5505

SCG WEST Development

Proposal For

Prepared by: Joshua Finlayson
Prepared for:
Jan 18, 2021

Dear ,

Dear {{ name }}, We appreciate the opportunity to provide our proposal for the Turnkey Development of your above-referenced project. Our proposed scope of work is based on our prior job site visit, discussions, and outlining your project needs. We sincerely appreciate the opportunity to work together and look forward to this project and your success.

Best Regards,

Joshua Finlayson

P: 855.348.5505

Development Made Simple

We deliver turn-key commercial real estate solutions so you can focus on your core business. We are full-service firm specializing in the turnkey delivery of retail, restaurant, and medical office projects. SCGWest was founded in Scottsdale, Arizona in 2012 by Kyle Gorman and Brandon Lehman. The co-founders set out to improve on traditional industry standard methods by implementing a more efficient process that opens the lines of communication between all project participants and the ownership. The goal of this process was to form a more cohesive team approach utilizing technology to monitor progress with real time updates and improve efficiency, cost and speed in comparison to what conventional project delivery methods had to offer.

Today, SCGWest is headquartered in Irvine, California and completes projects nationwide. The company has provided development services to some of the nation’s largest retail, restaurant, and medical office brands, all while keeping the same philosophy that the company was founded on; We believe you need a trustworthy partner with your best interest at the forefront to make development simple.

The SCGWest Development Advantage

Preliminary Concept Space Plan Drawing Layout Fits
2D & 3D Renderings (Floor Plans, Elevations, Sections, Isometric & Perspective Views)
Buildertrend Technology & Management Construction
Live Project Daily Updates & Constant Communication
E-Mail Blasts of New Location, Social Media Recognition & Business Marketing
Professional Completed Photos & Video Time Lapse of Renovation
Cost & Schedule Efficiencies can be Achieved
Few Changes, Fewer Claims, and Less Litigation
Earlier Knowledge of Cost
Change Orders Typically Limited to Owner Changes
Enhances Project Coordination
One Point of Contact
Most Proven & Efficient Methods for Multiple Location Rolls Outs
Integrated Team Collaboration

Past Project References

Project Understanding

SCGWest will provide design build services related to the Customer, Retail, Stock/Support and Restroom areas for architectural renovations of the Rocky Mountain Chocolate Factory to be located at The Shoppes at Chino Hills –Chino Hills, CA location. Six Monkey’s, Inc. is looking to develop a new Customer, Retail, Stock/Support and Restroom areas that creates a refined experienced and environment emulating their Rocky Mountain Chocolate Factory brand and business. The design will establish a comprehensive look and feel that will allow the customer to experience the quality of their business.

Proposed Scope of Work

Existing Site Information

Vision and Schematic Design

PRE-DESIGN. VISIONING. DEFINING THE PROGRAM. The first objective is to determine overall project vision and goals. There are some key areas to discuss the project –  scope, features, purpose, and functionality. In this phase, we carry out:

  • Client consultation
  • Existing conditions survey and documentation
  • Photographs
  • Measurements
  • Compile existing drawings if any
  • Prepare high-level base drawings
  • Statement of probable build/construction cost
  • Programming space and use
  • Code review

Once this is competed the Client will sign off and we will begin:   SCHEMATIC DESIGN.  SPACE PLANNING. Deliverables:

  1. Preliminary code review and concept plan adjustments.
  2. Space Plan and Program Area Break-down.
  3. Reflected Ceiling Plan.
  4. Finish Plan.
  5. Concept imagery.
  6. Renderings.

Client will sign off to move to Phase II.

Design Development & Construction Documentation

DESIGN DEVELOPMENT & CONSTRUCTION DOCUMENTS. (Blue Prints) Construction documents consist of drawings, instructions, and specifications that allow project will be built.   This Phase includes all Mechanical, Electrical, Plumbing, and Structural Engineering. Deliverables:

  1. Cover sheets and schedules
  2. Demolition plans as required
  3. Construction plans showing layouts, details, schedules, and dimensions
  4. Floor fixture plan showing the location of furniture and equipment
  5. Reflected ceiling plan showing lighting and equipment locations
  6. Interior elevations including signage locations
  7. Finish schedule indicating extent and location of finishes
  8. Construction details of interior wall and ceiling construction
  9. Millwork fixture details
  10. MEP drawings and specifications
  11. Lighting drawings and specifications
  12. Structural drawings and specifications
  13. Fixture and equipment cut sheets and specifications
  14. Feasibility Study provided by CM team

Exclusions: Civil Engineering.  Interior Design.

Build-Out Pricing & Permitting


  1. SCG will file all documents required by government authorities having jurisdiction over the Project.
  2. SCG will  gather construction bids pre-qualifying Vendors, Suppliers, Subcontractors, and establishing the Project Team.
  3. SCG will assist in procurement all furnishings, furniture, and equipment directly from manufacturers, fabricators, suppliers, and/or dealers.
  4. SCG will provide a written report of potential cost-saving measures, risks, and potential unforeseen conditions (if applicable).

The following permit approvals will be coordinated.

  • Building & Safety
  • Planning (not related to CUP or change in use)
  • Fire Department
  • Mechanical
  • Electrical
  • Plumbing
  • Health Department
  • Signage
  • Fire Sprinklers & Alarms
  • Fire Suppression

General Construction

GENERAL CONSTRUCTION. FF&E PROCURMENT.  PUNCHLIST & CLOSEOUT. SCGWest will complete the General Construction portion of the project.  Various trades will be performed In-House while others are outsourced to 3rd Parties and managed by SCG. Construction Details:

  1. The Construction contract that we use is an AIA 141 Owner/Design-Build Contract
  2. The Contract is a Not To Exceed _ Lump Sum with Owner Contingency
  3. Project Schedule is Attached
  4. Payment Schedule is Attached
  5. Weekly project meetings with Owners and Stakeholders–prepare and distribute meeting summaries and action items for the project.
  6. Follow the SCG standard communication plan, meetings, document control, reports, budget, and schedule management.
  7. Manage Pay Applications and Releases
  8. Equipment Delivery Scheduling and Acceptance
  9. Furniture Delivery Scheduling and Acceptance
  10. Prepare and issue project closeout package

NOTE: A list of which trades are being performed on your specific project internally vs outsource will be provided upon request.


Turn-key Architectural & Engineering Services

Compensation for Architectural Services shall be  .

Turn-key Construction Services

Compensation for Construction Services shall be .

Total Cost

Total cost shall be .

Additional Services

Compensation for Additional Services (if not agreed upon as a lump sum amount) shall be based on SCG’s Standard Hourly Billing Rates

Reimbursable Expenses

Compensation for Reimbursable Expenses including permit processing consultant and City fees incurred by SCG in connection with the Project shall be based on amounts invoiced to SCG, plus fifteen percent (15%).

Excluded Services

This proposal does not include any landlord work or landlord renovations. Excluding line items on Exhibit C-1 from landlord “as is” lease.



This Agreement is comprised of and incorporates the following documents, in order of precedence:

  • this Letter of Agreement.
  • the attached Standard Terms and Conditions (STC)

Where a portion of one document is amended by another of higher precedence, all unmodified portions shall remain in effect.

Effective Date

The effective date of this Agreement is [date].


$1,000.00 Deposit Upon Signing

Proposal Agreement

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