Pacific Honey LLC — Homeowner Intake & Project Coordination Portal

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Section 1 of 6 • Client & Subject Property Identification

Property & Client Profile

Full Legal Name (Property Owner / Authorized Signer) *

Populates the Client / Property Owner line across your project agreements.

Co-Owner, Spouse, or Property LLC (If Applicable)

Optional secondary contact or title-holding entity for property records.

Primary Mobile / Direct Phone *

Used for walkthrough scheduling and rapid SMS change-order confirmations.

Primary Email Address *

Receives written project scope approvals, vendor estimates, and receipts.

Subject Property Location (Where Work Will Be Performed) Complete Property Address

Property Street Address *

Unit / Apt / Lot # (Optional)

City *

State *

ZIP Code *

Property Occupancy & Site Access Status

Preferred Communication & Change-Order Channel

Contextual Property Attachment (Optional)

Attach HOA / Architectural Guidelines, Property Survey, or Site Plat

Optional / Contextual

If your project involves exterior modifications, roofing, fencing, tree removal, or additions subject to Homeowners Association (HOA) or neighborhood architectural rules, attach your guidelines or boundary survey right here.

No HOA / Don't have survey handy: Skip for now or review during walkthrough.

Step 1 of 6 • Property & Client Profile

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Section 2 of 6 • Operational Service Categories & Project Details

Project Category & Scope Definition

Primary Operational Service Category *

Select the main service category that best fits your project needs.

Target Timeline & Urgency Level

Helps prioritize site walkthroughs and trade scheduling.

Multi-Trade Scope Selector (Check All Service Categories Involved)

Does your project span multiple trades? Check every category that applies below:

0 Categories Selected

Plumbing/Water Leaks, repiping, water heaters, sewer/drainage & fixtures

Electrical/Solar Breaker panels, wiring, EV chargers, solar & backup power

HVAC/Indoor Air AC/heating systems, ductwork, mini-splits & air quality

Roofing/Exterior Roof replacement, flashing, gutters, siding & windows

Concrete/Masonry/Decks Driveways, stonework, retaining walls, patios & decks

Interior Remodels/Carpentry Kitchen/bath renovations, trim, drywall, paint & flooring

Arboriculture/Pest Hazardous tree removal, pruning, termites & wildlife exclusion

Routine Grounds/Aquatics Turf/landscape care, irrigation, pool & spa maintenance

Washing/Cleanouts/Transitions Exterior soft/pressure wash, estate cleanouts & move prep

Project Name / Short Summary Headline *

Detailed Project Scope Description & Specific Goals *

Provides our coordination team and trade contractors with your project details.

Contextual Scope Attachment

Attach Prior Home Inspection Reports, Property Plans, or Issue Photos

Recommended

Have a home inspection report, floor plans, or photos of the repair area? Attach them directly here so assigned contractors can prepare accurate initial estimates.

No photos/reports on this device: Please schedule an on-site walkthrough assessment.

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Section 3 of 6 • Project Budget, Payment Schedule & Quotes

Authorized Project Cost, Payment Schedule & Existing Quotes

Select an option on each dropdown below. Not sure about project pricing or payment schedules yet? You may select "Unsure / Not Sure Yet — Will Work with Pacific Honey LLC & Designated Contractor/Vendor" on any dropdown (or click the quick-set button) to complete this section.

Total Authorized Project Price / Budget *

Covers contractor labor and materials plus project coordination.

Deposit Structure Upon Signing *

Initial deposits must clear prior to trade scheduling.

Remaining Balance Structure at Walkthrough *

Final balance due upon project completion and walkthrough.

Payment Grace Period & Terms Window *

Standard 5-calendar-day grace period applies unless otherwise approved.

Project Payment Remittance Method *

Determines how approved vendor invoices are remitted.

Site Access & Walkthrough Coordination Preference *

Specific gate or lockbox codes can be shared upon scheduling.

Optional Bid Attachment

Existing Contractor Quotes or Bids

Optional

No existing quotes yet: Please coordinate fresh contractor estimates.

Optional Financial Attachment

Insurance Scope or Lender Draw Sheet

Optional

Private pay / No adjuster scope: No insurance or draw packet needed.

04

Section 4 of 6 • Direct Trade & General Contractor Representation Disclosure

Trade Contractor & General Contractor Coordination Terms

How Pacific Honey LLC Coordinates Your Project

Depending on the technical scope, permitting requirements, and complexity of your property repairs or improvements, Pacific Honey LLC may coordinate independent specialty trade contractors directly or introduce, source, or coordinate an independent, licensed General Contractor ("GC"). Your intake authorization executes and binds both representation agreements below so your project is seamlessly covered regardless of whether individual trade contractors or a General Contractor are engaged.

Included Agreement A • Specialty Trade Work

Direct Trade Contractor Representation

Applies to Trade Repairs

When Pacific Honey LLC coordinates specialty trade professionals (such as plumbers, electricians, roofers, or HVAC technicians) without a General Contractor:

Administrative Role Only: Pacific Honey LLC acts strictly as your administrative project manager and owner’s agent—never as a General Contractor or hands-on trade subcontractor.
Direct Trade Liability: All physical trade work is contracted directly with or assigned to independent, licensed, and insured trade contractors who hold full legal liability and warranty obligations.

Homeowner Representation Agreement

Included Agreement B • When a GC Is Engaged

General Contractor Representation Agreement

Applies When GC Assigned

When Pacific Honey LLC introduces, sources, or coordinates an independent, licensed General Contractor ("GC") for property improvements or repairs:

Zero Site Supervision Obligation: Pacific Honey LLC’s role is strictly administrative and discretionary (introducing a GC, facilitating estimate delivery, or processing administrative payments) with no duty to perform on-site construction supervision, inspect workmanship, manage daily schedules, or oversee subcontractors.
100% GC Control & Sourcing Fee Disclosure: The assigned GC controls 100% of physical construction, permitting, code compliance, subcontractors, site safety, and warranties, and Pacific Honey LLC may receive a separate B2B sourcing, referral, or coordination fee directly from the GC out of the GC’s margin.

Homeowner GC Representation Agreement

Section 3 Fee & Referral Disclosure Schedule

Owner’s Representative Compensation & B2B Sourcing Fee Terms

Both Agreements Active

Trade & General Contractor Representation Acknowledgment: I understand and agree that Pacific Honey LLC may coordinate independent trade contractors and/or introduce an independent General Contractor ("GC") as needed for my property services, and that the Homeowner Representation Agreement and the Homeowner Representation General Contractor Agreement (including zero on-site supervision obligation, 100% GC control over construction/permitting/subcontractors, and B2B GC sourcing/referral fee disclosure) apply accordingly.

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Section 5 of 6 • Required Legal Authorizations & Extra Files

Mandatory Project Authorizations & Catch-All File Drop Box

Please confirm the three required project authorizations below to complete your homeowner representation intake:

1. $750.00 Fast-Action Emergency Repair & Change Order Authorization *

I authorize (but do not obligate) Pacific Honey LLC to dispatch licensed trade professionals and initiate immediate emergency stabilization work (such as active pipe bursts, storm damage, or heating failures during a freeze) up to $750.00 per event without waiting for a signed scope form. I further agree that project scope or cost adjustments approved via SMS text, email, or verbal confirmation are legally binding without requiring a new signed form.

2. Payment Terms, Late Fee Structures, Work Stoppage & Lien Remedies *

I acknowledge and accept the Homeowner Non-Payment & Default Remedies Addendum: required project deposits must clear prior to scheduling; final balances are due immediately upon completion/walkthrough with a five (5) calendar day grace period; balances unpaid after 5 days incur a recurring late administrative fee of 1.5% per month (18% per annum) calculated daily plus a $75.00 late processing charge on the 6th day (and a $50.00 fee for any returned check, rejected ACH, or chargeback). Upon default, Pacific Honey LLC may suspend services, issue vendor work-stoppage orders, recover collection/attorney fees, and enforce statutory Mechanic’s Lien or Representative claim rights in the applicable venue for the subject property.

3. Owner’s Representative Liability Shield & Independent Contractor Responsibility *

I confirm that Pacific Honey LLC acts strictly as an administrative Owner’s Representative and project coordinator—never as a General Contractor or hands-on trade laborer—and never pulls municipal permits directly. Assigned independent trade contractors and General Contractors maintain 100% legal responsibility for state licensing, commercial bonding, liability insurance, pulling municipal permits, scheduling inspections, workmanship warranties, and ensuring a lien-free property. Pacific Honey LLC’s total liability shall never exceed the management or administrative fee actually collected for the specific task.

Unorganized Owner Fast-Track • Optional Catch-All Upload

Catch-All Property File Drop Box & Concierge Notes

Drop Anything Here

Didn't want to sort files across earlier sections? Drop any mixed ZIP archive, PDF packet, phone photos, or rough notes right here and our team will organize them with your property profile automatically.

Catch-All Mixed Document / Photo Upload

Additional Concierge Instructions or Special Requests

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Section 6 of 6 • Live Legal Agreement Preview & Digital Signature

Review Live-Populated Client Agreements, Sign & Submit

Live Verbatim Agreement Preview

Homeowner Representation & Project Authorization Agreements (Auto-Populated)

Mandatory Client Electronic Signature & Agreement Execution Mandatory Signatures Required to Submit

Client Electronic Signature (Type Full Legal Name) *

Printed Legal Name *

Execution Date *

Master Electronic Execution Consent *: By checking this box and typing my signature and printed legal name above, I adopt my electronic signature as legally binding across the Homeowner Representation Agreement, the Homeowner Representation General Contractor Agreement, the Project Scope & Vendor Selection Approval, the $750.00 Emergency Repair & Change Order Addendum, and the Homeowner Non-Payment & Default Remedies Addendum.

Mandatory Legal & Liability Disclaimer — Owner’s Representative Notice Binding Statutory Notice

Pacific Honey LLC operates strictly as the property owner's administrative advocate, project coordinator, and Owner’s Representative—never performing hands-on trade labor, architectural engineering, or pulling municipal permits directly. Independent contractors and General Contractors maintain sole and absolute responsibility for active state licensing, commercial bonding, liability insurance coverage, pulling municipal permits prior to beginning work, scheduling municipal inspections, and ensuring a lien-free property. Pacific Honey LLC assumes zero liability for contractor misrepresentation, unpermitted work, code violations, or subcontractor disputes, and management liability shall never exceed fees actually collected.

Property Owner Project Intake & Coordination Portal

Property Intake Checklist

Step 1 of 6: Property & Client Profile

Property & Client Profile

Attach HOA / Architectural Guidelines, Property Survey, or Site Plat

Project Category & Scope Definition

Attach Prior Home Inspection Reports, Property Plans, or Issue Photos

Authorized Project Cost, Payment Schedule & Existing Quotes

Existing Contractor Quotes or Bids

Insurance Scope or Lender Draw Sheet

Trade Contractor & General Contractor Coordination Terms

Direct Trade Contractor Representation

General Contractor Representation Agreement

Owner’s Representative Compensation & B2B Sourcing Fee Terms

Mandatory Project Authorizations & Catch-All File Drop Box

Catch-All Property File Drop Box & Concierge Notes

Review Live-Populated Client Agreements, Sign & Submit

Homeowner Representation & Project Authorization Agreements (Auto-Populated)

Property Owner Project Intake & Coordination Portal

Property Intake Checklist

Step 1 of 6: Property & Client Profile

Property & Client Profile

Attach HOA / Architectural Guidelines, Property Survey, or Site Plat

Project Category & Scope Definition

Attach Prior Home Inspection Reports, Property Plans, or Issue Photos

Authorized Project Cost, Payment Schedule & Existing Quotes

Existing Contractor Quotes or Bids

Insurance Scope or Lender Draw Sheet

Trade Contractor & General Contractor Coordination Terms

Direct Trade Contractor Representation

General Contractor Representation Agreement

Owner’s Representative Compensation & B2B Sourcing Fee Terms

Mandatory Project Authorizations & Catch-All File Drop Box

Catch-All Property File Drop Box & Concierge Notes

Review Live-Populated Client Agreements, Sign & Submit

Homeowner Representation & Project Authorization Agreements (Auto-Populated)

Pacific Honey LLC — Client Representation & Project Agreements

Property Owner Intake Received