From
ScaleWP, LLC 6320 Brookside Plaza, STE #168
Kansas City, MO 64113
US
To
McClure Engineering Company
1360 NW 121st Street
Clive, IA 50325
US
Date
February 2, 2024
Estimate Number
12983
Expiration Date
March 3, 2024
Estimate Total
$16,000.00
  1. Task
    Rate
    Qty
    Amount

    PROJECT OVERVIEW

    ScaleWP will create a new stand-alone website powered by WordPress. This will be a member’s only portal using a  subdomain (eg portal.atirealty.com). It will use design and branding derived from the existing ATI website. We will add a login link/button on atirealty.com to access the new portal site.

    Content (investment data csv’s, copy, docs/pdfs, images) will be provided by the client. Optionally, ScaleWP can source images and videos when needed for additional licensing fees and hours to be invoiced at $85/hr.

    We will provide training for the client team to update and manage members, data and site content.

      TIMING
      The site will be complete and ready to launch 60 days after project initiation. Timing is subject to approval and content being provided in a timely manner.


      STATEMENT OF WORK AND ESTIMATES

      Price estimates are based on initial objectives and may change as mutually agreed-upon tasks and objectives change. 

      Total Project Fee:  $16,000 

      Milestone 1: Discovery, Scope of Work and Initial Design 

      $4,000 due at the initiation of Milestone 1.

      Weeks 1-4 

      • During discovery phase we will define the data formats, branding/design requirements, document formats and membership access rules. We will conduct up to 2 video calls for discovery and scoping.
      • We will create a new site design and child theme based on the existing atirealty.com Divi theme. The user experience and branding will be similar, but refined, from the existing website. Initial designs for review will include the member dashboard oage, investment page and an announcement page.
      • We will create a staging environment to review the site designs in an interactive format.
      • We will meet/call toreview the the design drafts and revise based on feedback from the client team. This includes one round of revisions with up to 4 hours of work on the theme designs.

      Milestone 2: Site Development, Content Development & Member Management

      $4,000 due at the initiation of Milestone 2.

      Weeks 4-6

      • Install Member management plugins and configure as needed to provide the following membership functionality. Functionality below is based on initial discussion and may change based on the Discovery outcomes.
        • Each member will login with a username and password. 
        • Users will be able to change passwords using a self-serve link.
        • Members will be assigned specific member privileges and assigned to a group by an admin.
        • We create a single page for each project with data, photos and copy. Each investment property will have a “Group” to which members can be assigned.
        • Members will have a dashboard where an overview of their investments will be displayed along with announcements to all members or members of specific groups/investments.
        • The Member Dashboard will display data in a visually appealing way for the specific user data and for specific properties to which the user is a member.
      • We will create a tool for site admins to upload data via CSV files. This will be the primary tool for updating all data on the site. The data will be presented in appealing charts and graphs.
      • We will install and configure a plugin to manage Document uploads, control access to documents and report on document downloads. Access will be controlled by user membership level. Documents can include any document type for operating agreements, tax information – K1s, etc.
      • We will install and configure any additional plug-ins to add functionality defined in the discovery phase. This includes integrating with email signup services like Mailchimp and reporting services like Google Analytics.
      • A beta website with the Member Dashboard and 1-2 project pages will be delivered to the client team for feedback. We will complete 1 revision round based on the feedback from the client team with up to 5 hours of total work.

      Milestone 3: Content Development, Membership Testing and  Final Deliverable

      $4,000 due at the initiation of Milestone 3.

      Weeks 6-8

      • We will import content and design pages for 15-20 project pages. We will also import initial data for each page and create charts.
      • We will create 1-5 additional pages with content provided as needed.
      • Up to 30 user accounts will be created and assigned appropriate membership levels.
      • The website will be tested on the latest desktop versions of Chrome, MSFT IE/Edge, Firefox, and Safari and on the most recent versions of Android and iOS for mobile. Make revisions as needed.
      • Member accounts will be tested and client team will have member accounts with different access levels to be used in testing.
      • Site will be analyze and optimized for performance.

      Milestone 4: Launch, Training and Bug Fixes

      Final $4,000 will be due at site launch, when DNS is changed to point to the new website.

      • Assist with Launch: Launch timing, admin accounts setup, broken link checking and DNS changes
      • In post-launch checks and integrations we will confirm that emails are delivering, emails services are connected (eg Mailchimp) and Google analytics is pulling data. 
      • Client team will be trained to manage the site, including up to 2 hours of virtual meetings. This includes providing member onboarding messaging and training staff to manage memberships and data uploads.
      • Within 30 days of launch, we wil fix any bugs or issues with the functionality defined in the Discovery phase.
      $16,000
      1
      $16,000
    Subtotal $16,000.00
    Total $16,000.00

    Notes

    Thank you for considering ScaleWP for your project!

    Terms

    ScaleWP LLC – Terms & Conditions

    Payment & Terms:

    SCALEWP requires an initial, non-refundable payment of $4,000 upon the initiation of the agreement. Client will be invoiced $4,000 at the initiation of Milestone 2, Milestone 3, and Milestone 4. Payments may be made via ACH transfer or by check.

    Fees may vary +- 10% based on actual requirements to be determined by mutual agreement. Fees are inclusive of expenses, as long as all work required is related to development objectives previously agreed upon. Hosting is not included.

    If, upon mutual agreement, additional tasks are required beyond what is covered by the proposal or agreed upon in planning, those additional hours will be billed at our discounted hourly rate of $85/hour. The client will be notified of the expected additional fees in advance of the work being initiated.

    Section B: Miscellaneous

    This Agreement shall not establish a joint venture or partnership, and neither party may bind the other without the advance written consent of the other party.

    Publicity. The parties will cooperate to create public announcements relating to the relationships set forth in this Agreement. Neither party shall make any public announcement regarding the existence of this Agreement without the other partyʼs prior written approval.

    Mutual Indemnification. Client will indemnify CM for all claims against CM arising out of activities of Clientsʼ employees and contractors. CM will indemnify Client for all claims against Client and arising out of activities of the employees and contractors of CM. The indemnifying party shall have the right to control the defense, and then the indemnified party shall provide reasonable cooperation for such defense.

    “Indemnify” means to pay or reimburse for all damage, loss, cost and expense (including reasonable attorney fees).

    Assignment. Neither party may assign this Agreement or delegate their duties without the advance written consent of the other party. No change or modification to this Agreement shall be effective unless signed by the parties. This Agreement constitutes the entire agreement between the parties.

    Force Majeure. Neither party shall be in default or otherwise liable for any delay in or failure of its performance under this agreement where such delay or failure of its performance under this agreement arises by reason of any Act of God, or any government or any governmental body, acts of war, the elements, strikes or labor disputes, or other cause beyond the reasonable control of CM.

    Governing Law. This agreement shall be governed by the laws of the State of Missouri as to all matters including, without limitation, matters of validity, construction, effect and performance.

    Confidentiality. Neither party shall disclose to any third party the Confidential Information of the other party and shall not use any such Confidential Information for any purpose other than the purpose for which it was originally disclosed to the receiving party. Confidential Information means any information of a party disclosed to the other party, which is identified as, or should be reasonably understood to be, confidential to the disclosing party.

    Consent. Any consent to be given under this Agreement will not be unreasonably withheld or delayed.

    Client Warranties. Client represents and warrants that the Client Properties will not knowingly: (a) violate any law or regulation, including, without limitation, the laws and regulations governing export control; (b) be defamatory or trade libelous; (c) be pornographic or obscene; or (d) contain any viruses, Trojan horses, worms, time bombs or other computer programming devices which are intended to damage a user=s system or data or prevent the user from using same.

    Client further represents and warrants that (a) Client has all rights necessary for the production, distribution, exhibition and exploitation of the Client Properties as part of the Work Product consistent with the license granted in this Agreement; and (b) there is no outstanding contract, commitment or agreement to which Client is a party or legal impediment of any kind known to Client which conflicts this Agreement or might limit, restrict or impair the rights granted hereunder.

    Client further represents and warrants that ScaleWP has the right to display completed work from the project in announcements and promotions.

    DISCLAIMER. THE FOREGOING WARRANTIES BY EACH PARTY ARE IN LIEU OF ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THIS AGREEMENT, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. NEITHER PARTY SHALL HAVE ANY LIABILITY WHATSOEVER FOR ANY COVER OR SETOFF NOR FOR ANY INDIRECT, CONSEQUENTIAL, EXEMPLARY, INCIDENTAL OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, EVEN IF SUCH PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

    LIMITATION OF LIABILITY. DEVELOPER’S LIABILITY TO CLIENT FOR ANY REASON AND UPON ANY CAUSE OF ACTION, WHETHER SOUNDING IN TORT, CONTRACT, OR ANY OTHER LEGAL THEORY, SHALL AT ALL TIMES AND IN THE AGGREGATE BE LIMITED TO THE GREATER OF (A) $450, OR (B) THE AMOUNT ACTUALLY PAID BY CLIENT TO DEVELOPER DURING ONE (1) FULL CALENDAR MONTH IMMEDIATELY PRECEDING THE MONTH IN WHICH THE EVENT UPON WHICH LIABILITY IS PREDICATED FOR SERVICES PROVIDED BY DEVELOPER HEREUNDER, EXCLUSIVE OF ANY EXPENSES REIMBURSED PURSUANT THIS AGREEMENT. NOTWITHSTANDING ANYTHING TO THE CONTRARY CONTAINED OR IMPLIED HEREIN, DEVELOPER SHALL HAVE NO LIABILITY FOR ANY DAMAGES, WHATSOEVER RELATING TO THE TOOLS, THIRD PARTY PRODUCTS, OR ANY GOODS OR SERVICES NOT DEVELOPED OR PROVIDED BY DEVELOPER.

    Notices. For purposes of this agreement, notices or correspondence sent via email to [email protected] shall meet the written notice requirements. Notices, correspondence or payments may be mailed to:

    SCALEWP LLC, 6320 Brookside Plaza STE#168, Kansas City, MO 64113

    Updated
    February 2, 2024 @ 4:37 pm

    Estimate updated by Scott Shorter.

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