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[LAST NAME HERE]’S RENOVATION PROJECT - PHASE TWO

project 52d5dcf2fe0a0666

Normalized: last name here s renovation project phase two

moreland_contracts

47%

Moderate — a somewhat similar entity exists

87%

Good match quality

Source Mappings (3)

	Source	Source ID	Display Name	Confidence	Method	Status	Actions
	moreland_contracts	6c2c3c8be92bbce847623412a629facb	[LAST NAME HERE]’S RENOVATION PROJECT - PHASE TWO	1.00	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 6c2c3c8be92bbce847623412a629facb file_name DBA PHASE 2.pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Payne%20Tompkins/Payne%20%26%20Tompkins%20Upload/Thompson,%20Christy%20(Daughter)%20%26%20Sue%20(Mother)/01%20Contract%20Documents/DBA%20PHASE%202.pdf company [LAST NAME HERE] project_name [LAST NAME HERE]’S RENOVATION PROJECT - PHASE TWO contact_person Danny Fields contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate — brief_project_description Renovation project including design, scope of work, and pricing for a residential remodeling. start_date — extracted_at 2026-07-24T02:26:10.577695+00:00 raw_text_preview THE PURPOSE OF THIS DOCUMENT IS TO FINALIZE DESIGN, SCOPE OF WORK, AND PRICINGDESIGN BUILD AGREEMENT THE [LAST NAME HERE] ‘S RENOVATION PROJECT PHASE TWO PROJECT DESCRIPTIONTHE [LAST NAME HERE] ’S RENOVATION PROJECT PROJECT ADDRESS: [CLIENT ADDRESS HERE] This section is intended to give the project team a high -level concept of the project . The final scope will be developed throughout the design process . PAIN POINTS: •Example: clutter kitchen •Outdated appliances PROJECT OVERVIEW: •Example: Update kitchen •New plan for mudroom PROJECT PHOTOSTHE [LAST NAME HERE] ’S RENOVATION PROJECT DESIGN MEETINGS & PROPOSAL UPDATES •Interior & exterior material selections •Elevations created •Construction and/or interior drawings updated •Weekly proposal updates SITE & PERMITTING •Site assessment •Necessary variances •Architectural review board •HOA •Permitting requirementsPROCESS TRADE WALK •Meeting at your home •Hard quotes from our trade partners FINAL ESTIMATE & SET OF DRAWINGS •Complete set of interior or construction drawings •3D renderings •Final estimate of project CONTRACT PRESENTAION & EXECUTION •Deposit •Final Approval on drawings and selections OPTION 1FLOOR PLAN + 3D RENDERING OPTION 2FLOOR PLAN + 3D RENDERING CONSTRUCTION START DATE: •Your current start timing is projected to be (see start schedule) •If different than above, what is your desired start timing? ________________________________________ •As we finalize the planning process, it will be paramount that we begin construction per our agreed timing as resources have been committed to your project. PAYNE + TOMPKINS WILL DELIVER: 1. Final drawings: ⚬Existing plans ⚬Demolition plan ⚬New floor plan ⚬Electrical plan ⚬Detailed kitchen or bath plans ⚬Elevations ⚬3D views and material schedules 2. Final selections: materials, plumbing, lighting, and appliances 3. Financial proposal 4. Financing reviewDELIVERABLESDESIGN BUILD AGREEMENT- PHASE TWO FINANCING REVIEW 1. How do you anticipate funding your file_created_at 2026-07-23T12:44:06+00:00 file_modified_at 2026-07-23T12:44:06+00:00 created_by Dean Tompkins modified_by Dean Tompkins _dlt_meta —
	moreland_contracts	2e4ac0010d9a89e78066557e00e778ef	The [Last Name Here]’s Renovation Project	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 2e4ac0010d9a89e78066557e00e778ef file_name DBA PHASE 1.pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Payne%20Tompkins/Payne%20%26%20Tompkins%20Upload/Thompson,%20Christy%20(Daughter)%20%26%20Sue%20(Mother)/01%20Contract%20Documents/DBA%20PHASE%201.pdf company Payne & Tompkins project_name The [Last Name Here]’s Renovation Project contact_person Jason Laurinaitis contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 6000.0 brief_project_description Renovation project including kitchen update and new mudroom plan. start_date — extracted_at 2026-07-24T02:26:08.597582+00:00 raw_text_preview DESIGN BUILD AGREEMENT THE [LAST NAME HERE] ’S RENOVATION PROJECT THE PURPOSE OF THIS DOCUMENT IS TO PROVIDE PROCESS GUIDANCE AND GAUGE BUDGETARY ALIGNMENTPHASE ONE PROJECT DESCRIPTIONTHE [LAST NAME HERE] ’S RENOVATION PROJECT This section is intended to give the project team a high -level concept of the project . The final scope will be developed throughout the design process. PROJECT ADDRESS: • [Project address here] PAIN POINTS & CONCERNS: •Example: clutter kitchen •Outdated appliances PROJECT OVERVIEW: •Example: Update kitchen •New plan for mudroom PROJECT PHOTOSTHE [LAST NAME HERE] ’S RENOVATION PROJECT STEP 1 - BUILDERTREND ACCOUNT SET UP •You will receive a login request for our construction project management software STEP 2 - MATTERPORT •We will schedule a 3D scan of your home •This is used to convert your existing home into our drawings STEP 3 - MEETING YOUR TEAM •We will schedule a meeting at your home •This includes the Designer, Project Developer and Project Manager, as needed STEP 4 - DESIGN & FINANCIAL PROPOSAL CREATION •Floor plan options •3D creation using the Chief Architect •Estimating STEP 5 - DESIGN & FINANCIAL PROPOSAL PRESENTATION •Presentation in our Design Studio •Floor plan options •3D renderings •Financial proposal •Sign Design Build Agreement - Phase 2 OPTIONAL - FURNISHINGS •Optional service to harmonize and enhance your home renovation •Help with space planning, organization, and furniture layout •Assistance with selecting and sourcing custom furniture, case goods, upholstery, and window treatments •Ensures a seamless remodel from start to finish •Makes moving back into your renovated space quicker and more fulfilling •Are you interested in our furnishings program? ______________ CONSTRUCTION START TIMING •This is the projected start of physical construction, all design, selections, and approvals will be finalized before the start of construction •Our current backlog suggests a projected start of [early -late quarter file_created_at 2026-07-23T12:44:05+00:00 file_modified_at 2026-07-23T12:44:05+00:00 created_by Dean Tompkins modified_by Dean Tompkins _dlt_meta —
	moreland_contracts	3b3b5656cf010d15438c9aadf7ffa195	The [Last Name Here]’s Renovation Project	0.80	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 3b3b5656cf010d15438c9aadf7ffa195 file_name DBA PHASE 1 Sample.pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Payne%20Tompkins/Payne%20%26%20Tompkins%20Upload/Thompson,%20Christy%20(Daughter)%20%26%20Sue%20(Mother)/01%20Contract%20Documents/DBA%20PHASE%201%20Sample.pdf company Payne & Tompkins project_name The [Last Name Here]’s Renovation Project contact_person Your name here contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 6000.0 brief_project_description A renovation project that includes design and financial proposal creation, with a focus on addressing pain points and enhancing the home. start_date — extracted_at 2026-07-25T02:24:08.850127+00:00 raw_text_preview DESIGN BUILD AGREEMENT THE [LAST NAME HERE] ’S RENOVATION PROJECT THE PURPOSE OF THIS DOCUMENT IS TO PROVIDE PROCESS GUIDANCE AND GAUGE BUDGETARY ALIGNMENTPHASE ONE PROJECT DESCRIPTIONTHE [LAST NAME HERE] ’S RENOVATION PROJECT This section is intended to give the project team a high -level concept of the project . The final scope will be developed throughout the design process . PROJECT ADDRESS: • [Project address here] PAIN POINTS & CONCERNS: •Example: clutter kitchen •Outdated appliances PROJECT PHOTOSTHE [LAST NAME HERE] ’S RENOVATION PROJECT STEP 1 - BUILDERTREND ACCOUNT SET UP •You will receive a login request for our construction project management software STEP 2 - MATTERPORT •We will schedule a 3D scan of your home •This is used to convert your existing home into our drawings STEP 3 - MEETING YOUR TEAM •We will schedule a meeting at your home •This includes the Designer, Project Developer and Project Manager, as needed STEP 4 - DESIGN & FINANCIAL PROPOSAL CREATION •Floor plan options •3D creation using the Chief Architect •Estimating STEP 5 - DESIGN & FINANCIAL PROPOSAL PRESENTATION •Presentation in our Design Studio •Floor plan options •3D renderings •Financial proposal •Sign Design Build Agreement - Phase 2 OPTIONAL - FURNISHINGS •Optional service to harmonize and enhance your home renovation •Help with space planning, organization, and furniture layout •Assistance with selecting and sourcing custom furniture, case goods, upholstery, and window treatments •Ensures a seamless remodel from start to finish •Makes moving back into your renovated space quicker and more fulfilling •Are you interested in our furnishings program? ______________ CONSTRUCTION START TIMING •This is the projected start of physical construction, all design, selections, and approvals will be finalized before the start of construction •Our current backlog suggests a projected start of [early -late quarter & year) •If different than above, what is your desired start timing? file_created_at 2026-07-23T12:44:07+00:00 file_modified_at 2026-07-23T12:44:07+00:00 created_by Dean Tompkins modified_by Dean Tompkins _dlt_meta —