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WELCOME. Getting Smart About Home Modifications A Webinar Series Sponsored by the Wisconsin Department of Health Services Webinar #4 Quality, Affordability and Accountability? WITH Dave Porterfield, Larry Taff, and Jim Gormley. Please let us know who you are.

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Getting Smart About Home Modifications

A Webinar Series Sponsored by the

Wisconsin Department of Health Services

Webinar #4

Quality, Affordability and Accountability?


Dave Porterfield, Larry Taff, and Jim Gormley

Please let us know who you are

Please let us know who you are

  • Go to the “ASK” button just above our heads on your screen. Click on it and it will open a dialogue box.

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

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

Quality affordability and accountability


Bidding, Contracting and Getting a Fair Price



  • Dave Porterfield, Developer

    • Movin’ Out, Inc.

  • Larry Taff, CR, GCP, CAPS General Contractor

    • TZ of Madison, Inc.

  • Jim Gormley, Attorney

    • Foley and Lardner LLP



Establish a basic understanding of:

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

  • Elements of a Good Construction Contract

Working with contractors

Working with Contractors

  • Interviewing contractors

  • Hiring a contractor based on qualifications, references, project specifics

  • Competitive bidding (pros and cons)

  • Getting a fair price for the work

Construction contracting 101

Construction Contracting 101

Best ways to avoid

problems encountered

with projects involving

home modifications or

accessibility remodeling

Avoiding problems

Avoiding Problems

  • Maintain good communication (most important!)

  • Select a qualified contractor

  • Have a good (or any!) contract

  • Other examples

Developing costs and specifications

Developing Costs and Specifications

  • Understand project cost vs. project value

  • Use available resources




is a service,

not a product

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

Understanding remodeling

Understanding Remodeling

  • Remodeling is an industry with education requirements specific to its industry (much like the social work field).

  • Zoning, Building Permit & Inspections

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

Understanding remodeling1

Understanding Remodeling

  • Finding Contractors

    • Ask for references and call!

    • Know what subcontractors are required for the project?

    • Select contractor that matches the size of the project

Understanding project cost vs project value

Understanding Project Cost vs. Project Value

  • US Averages

    • www.remodelingmagazine.com

    • www.costvsvalue.com

  • What are lenders looking for?

  • How to determine cost of remodel

  • Useful remodeling resources

    Useful Remodeling Resources

    • NARI of Madison, Inc.

      • www.remodelingmadison.org

  • Better Business Bureau

    • www.wisconsin.bbb.org

  • Wisconsin Department of Trade and Consumer Protection

    • www.datcp.state.wi.us

  • Background check websites

  • Construction contracts 101

    Construction Contracts 101

    • Why have a written contract?

      to Measure Performance

      to Assign Responsibilities

      to Allocate Risk

    What s in a contract

    What’s in a Contract

    • Parties

    • Project Description

    • Price

    • Timing – start and completion


    What s in a contract cont

    What’s in a Contract (cont.)

    • Payment procedure

    • Insurance

    • Procedure for changes in the project

    • Dispute resolution

    • Default and termination provisions

    Cost of legal assistance reduced fees

    Cost of Legal Assistance(reduced fees)

    • Local Bar Association

    • Charitable Organizations

    • Law firms

    Contract problems

    Contract Problems

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

      • Identify the issues

      • Find another contractor



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

    Getting smart about home modifications re runs

    Getting Smart About Home ModificationsRe-runs

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

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

    Continuing webinar schedule



    10:00 am – 11:00 am

    • November 10: Zoning, Permits, and Codes

    • November 17: Building a Ramp

    Thank you

    Thank You

    Please send any feedback you may have regarding the webinar series to info@movin-out.org

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