Special Occasions Event Planning

Kiera Bortz

Certified Wedding Planner

150 Snowplow Rd Sandpoint, ID 83864

Phone: 208-290-4561

Email:

Website:

Special Occasions is a full service company that provides wedding, anniversary and private party planning services. We are experienced and professional planners and will use our expertise to help create memorable and stress free events for our customers. By doing this, our clients can sit back, relax and enjoy their event.

Wedding planner, Kiera Bortz, has been working in the industry for the past 5 years. She has assisted with the planning and serviced over 25 weddings and receptions. She is knowledgeable about all areas of planning, decorating, as well as budgeting. Kiera has receivedextensive training in wedding planning and her certification through Lovegevity University.

Our goal is to create events suited to the couple's unique style--a true expression of their relationship and individuality as a couple. Therefore we offer a host of packages and services specifically tailored to the needs of each couple.

Owner and Event Planner: Kiera Bortz

Special Occasions Event Planning

Initial Client Contact

The first contact between client and planner will be made by telephone or email. We will discuss which type of event the client is preparing and the areas they are primarily seeking assistance with.

Our second contact will be a meeting in person set up at one of our local coffee shops. During this meeting the wedding planner will purchase refreshments. She will provide the bridal questionnaire to be completed and discuss the couple’s overall vision of their event.

The wedding planner will also have on hand Special Occasions planningfolder. This folder will include:

  • Business Card & Brochure
  • Packages & Services Offered
  • Marriage License Requirements for Sandpoint Idaho
  • Bridal Party Check List
  • Services Contract

Special Occasions Event Planning

Bridal Profile Questionnaire

Brides Name: ______Birth Date: ______

Address: ______City: ______State: ____ Zip: ______

Phone: ______Email: ______

Grooms Name: ______Birth Date: ______

Address: ______City: ______State: ____ Zip: ______

Phone: ______Email: ______

Additional Responsible PartyInfo

Name: ______

Address: ______City: ______State: ____ Zip: ______

Phone: ______Email: ______

Religious Beliefs (optional) ______

1. Date of Event: ______

2. Package: ______

3. Budget: ______

4. Quantity of Guests: ______

5. Ceremony Start Time: ______

6. Reception Start Time: ______

7. Type of wedding planned? ______

(Very Formal, Black Tie, Formal, Semi-Formal, In-Formal)

8. Wedding Theme: ______

9. Wedding Colors: ______

10. Wedding Flowers: ______

11. Invitation Style: ______

(Traditional Wording or Contemporary Wording)

11. Ceremony Location: ______

(Indoors, Outdoors, Church, Banquet Hall)

Special Occasions Event Planning

12. What type of decorations will be used for the Ceremony? ______

______

13. How many Brides Maids, Including Maid of Honor______

14. How many Groomsman, Including Best Man______

15. Will you have a flower girl? How many? ______

16. Will you have a ring bearer? How many? ______

17. Bridal Gown Color? ______

(White, Off-white, Cream, Pink, Other)

18. Bridal Gown Style? ______

Silhouette: (A-line, Empire, Basque Waist, Empire, Sheath, Mermaid)

Sleeve Options: (Strapless, Spaghetti, Off Shoulder, 3 Quarter Length, Cap, Fitted Point)

Neckline: Halter, Scoop, Round,V-neck, Plunging, Sweetheart)

19. Will you wear a Bridal Veil? What style? ______

(Cathedral, Chapel, Sweep, Ballet, Finger Tip, Elbow, Mantilla, Fountain, Fly Away, Blusher)

20. Bridal Accessories? ______

(Garter, Jewelry, Purse, Gloves, Jacket,Wrap)

21. Bridal Shoes? ______

(Heels, Sandals, Sneakers, Boots)

22. Men’s Attire? ______

(Tux, Suit, Casual)

23. What type of transportation will be used? ______

(Boat, Plane, Limo, Private Car, Bus, Taxi)

24. Reception Location: ______

(Indoors, Outdoors, Resort, Banquet Hall)

25. What type of decorations will be used for the Reception? ______

______

26. What Type of Food will be served? ______

27. What type of Beverages will be served? ______

28. Will you have a bar? Type of Service Provided? ______

(Hosted, Partial Hosted, Pay)

29. What Style of Cake will you serve? ______

30. What Flavor of cake will you serve? ______

31. What flavor of frosting will be on the cake? ______

32. Will you have a cake topper? ______

Special Occasions Event Planning

33. What Type of Music at the ceremony? ______

(DJ, Live Music, Other)

34. What Songs will be played? ______

(Guest Arrival, Ceremony Line Up, Precession, Entrance of Bride, Recession)

35. What Type of Music at the Reception?______

(DJ, Live Music, Other)

36. What Songs will be played? ______

(Receptions Begins, Grand Entrance, First Dance, Father/Daughter Dance, Mother/Son Dance, Garter Toss, Flower Toss)

37. Will you have a photographer? ______

38. Will you have a Videographer? ______

39. What time will the Reception End? ______

Notes: ______

Special Occasions Event Planning

Kiera Bortz

Certified Wedding Consultant

150 Snowplow Rd Sandpoint, ID 83864

Services Contract

This agreement made on this _____day of______, 20______

Brides Name: ______Grooms Name: ______

Address: ______City: ______State: ____ Zip: ______

Phone: ______Email: ______

Alt Phone: ______Alt Email: ______

Date of Event: ______Package: Day Of Service

Name and Location of Event: ______

Quantity of Guests: ______

Services Provided

*Initial meeting with couple to gather information

*Confirm all vendor arrangements (Venue, Florist, Officiant, Music & Equipment, Photographer, Caterer, and Bakery)

*Coordinate details of ceremony and rehearsal

Day of Rehearsal:

*A coordinator will arrive at your rehearsal to direct your wedding party in a run through of ceremony following the prearranged time line. She will attend a maximum of 1 hour plus the time duration of ceremony.

Example: Ceremony length 30 mins with start time of 4:00pm (arrives 3:30pm and leaves at 5:00pm)

Day of Ceremony:

*A coordinator will arrive 1 hour prior to the ceremony start time. She will direct your guests and your Wedding ceremony. The wedding coordinator will be your personal consultant with bridal party dress, flowers, and any other personal requests you may have. She will stay 1 hour post ceremony end time.

*Coordination and attendance on the wedding day with a maximum of 8 hours

*Personal management of wedding day itinerary, vendors, and wedding party

Pricing & Payment Schedule: The cost for this Bronze Package service is $500. A $150 deposit is due at signing of contract with balance due day of event.

Cancellation Policy: Once initial meeting is made and contract is signed the deposit becomes non-refundable.

Bride’s Signature X______Date______Groom’s Signature X ______Date ______

Special Occasions Event Planning

Wedding Formula Budget Sheet

Target Budget ______

Category / Percentage % / Target $ / Actual $
Attire / 5-15%
Ceremony / 4-8%
Decorations / 2-3%
Flowers / 10-12%
Gifts / 2-3%
Honeymoon / 5-15%
Marriage Prep / 2-3%
Miscellaneous / 8-15%
Photographer / 7-10%
Reception / 40-60%
Rentals / 3-5%
Stationary / 4-5%
Transportation / 2-5%
Videographer / 5-7%
Wedding Bands / 2-5%
Wedding Planner / 8-12%

Total: ______Total: ______

Notes: ______

Special Occasions Event Planning

Marriage License Information in Idaho

Bonner County

*Marriage Licenses may be obtained in the Recorders Office between 9 and 4:30 p.m. on weekdays.

*Recorder’s office is located at 1500 US-2 #335, Sandpoint, ID 83864

*Recorder Office Telephone (208) 265-1490

*Cost is $28 – Cash, check or credit card is acceptable

*You do not have to be a resident to obtain an Idaho Marriage License.

*You must be currently unmarried.

*There is no waiting period.

*Your marriage ceremony must take place in Idaho if your marriage license was issued in Idaho.

*You will be given a Premarital HIV/AIDS Education Pamphlet to read, and must sign and date a certificate to be attached to the marriage joint affidavit.

Information or documents required:

1. Males & females ages 18 or older: a. Proof of age

2. Males & females ages 16 or 17: a. consent in writing duly acknowledged or sworn to by the father, mother or guardian of such person if there be any such, (see below for Affidavit of Consent by Parent or Guardian)

b. Original or certified copy of birth certificate of each party who is age 16 or 17;

3. Males & females under age 16:

a. Order of Magistrate Court, b. Plus all requirements for 16 & 17 year olds.

Accepted Proof of Age Documents:

1.Certified copy of minor child’s birth certificate (allowed for minor marriages only. Adults must have photo identification).

2.A valid (non-expired) Driver’s License or State issued identification card; or

3. Passport

Special Occasions Event Planning

Package #1: Bronze Wedding $500

*Up to 2 hours of consultation regarding your planning

*Referrals to reputable vendors

*Prepare an estimated budget and time line

One Week Prior:

*Confirm all vendor arrangements (Venue, Florist, Officiant, Music & Equipment, and Photographer)

*Coordinate details of ceremony and rehearsal

*Explain details to ushers, best man, and maid of honor

Day of Rehearsal:

*A coordinator will arrive at your rehearsal to direct your wedding party in a run through of ceremony following the prearranged time line. She will attend a maximum of 1 hour plus the time duration of ceremony.

Example: Ceremony length 30 mins with start time of 4:00pm (arrives 3:30pm and leaves at 5:00pm)

Day of Ceremony:

*A coordinator will arrive 1 hour prior to the ceremony start time. She will direct your guests and your Wedding ceremony. The wedding coordinator will be your personal consultant with bridal party dress, flowers, and any other personal requests you may have. She will stay 1 hour post ceremony end time.

~Deposit: $150 deposit due at signing of contract, $150 payment due 10 days before event, balance due day of event.

Special Occasions Event Planning

Package #2: Silver Wedding $950

*Up to 4 hours of consultation regarding your planning

*Referrals to reputable vendors

*Prepare an estimated budget and time line

*One visit to ceremony and reception venue prior to wedding (travel charges may apply)

*Unlimited email and telephone questions

One Week Prior:

*Confirm all vendor arrangements (Venue, Florist, Officiant, Music & Equipment, and Photographer)

*Coordinate details of ceremony and rehearsal

*Explain details to ushers, best man, and maid of honor

Day of Rehearsal:

*A coordinator will arrive at your rehearsal to direct your wedding party in a run through of ceremony following the prearranged time line. She will attend a maximum of 1 hour plus the time duration of ceremony.

Example: Ceremony length 30 mins with start time of 4:00pm (arrives 3:30pm and leaves at 5:00pm)

Day of Ceremony:

*A coordinator will arrive 1 hour prior to the ceremony start time. She will direct your guests and your Wedding ceremony. The wedding coordinator will be your personal consultant with bridal party dress, flowers, and any other personal requests you may have. She will stay 1 hour post ceremony end time.

*Coordination and attendance on the wedding day with a maximum of 8 hours

*Personal management of wedding day itinerary, vendors, and wedding party

~Deposit: $250 deposit due at signing of contract, $250 payment due 10 days before event, balance due day of event

Special Occasions Event Planning

Package #3: Gold Wedding $1200

*Up to 6 hours of consultation regarding your planning

*Referrals to reputable vendors, Review of vendor contracts

*Prepare an estimated budget and time line

*One visit to ceremony and reception venue prior to wedding (travel charges may apply)

*Unlimited email and telephone questions

One Week Prior:

*Confirm all vendor arrangements (Venue, Florist, Officiant, Music & Equipment, Photographer, Caterer, Bakery, and Transportation)

*Coordinate details of ceremony and reception

*Explain details to ushers, best man, and maid of honor

Day of Rehearsal:

*A coordinator will arrive at your rehearsal to direct your wedding party in a run through of ceremony following the prearranged time line. She will attend a maximum of 1 hour plus the time duration of ceremony.

Example: Ceremony length 30 mins with start time of 4:00pm (arrives 3:30pm and leaves at 5:00pm)

Day of Ceremony and Reception:

*A coordinator will arrive 1 hour prior to the ceremony start time. She will direct your guests and your Wedding ceremony. The wedding coordinator will be your personal consultant with bridal party dress, flowers, and any other personal requests you may have. She will stay 1 hour post ceremony end time.

*Coordination and attendance on the wedding day with a maximum of 12 hours

*Personal management of wedding day itinerary, vendors, and wedding party

Deposit: $250 deposit due at signing of contract, $250 payment due 10 days before event, balance due day of event

Special Occasions Event Planning

Ala Cart Items

Wedding Consulting $50/HR

Wedding Day Time Line $100

Wedding Budget $100

Additional Event Packages

Perfect for Birthday’s, Baby Shower’s, Retirement’s, and Graduation’s

A Little Help $125

*1 hour of consultation regarding your planning

*Referrals to reputable vendors

*Prepare an estimated budget and time line

~Deposit: Full payment due at signing of contract

A Lot of Help $375

*Up to 2 hours of consultation regarding your planning

*Referrals to reputable vendors

*Prepare an estimated budget

*Create and type itinerary

*Ensure decorations and details are in place

*Supervision of all on site vendors to ensure everything is provided according to contract

*Assistance with cake cutting arrangements for photo opportunities

*Ensure event flows according to prearranged itinerary

*Supervision of clean up and monitoring of gifts

*Consulting services and attendance for a maximum of 6 hours day of party

~Deposit: $100 deposit due at signing of contract, $100 payment due 10 days before event, balance due day of event

Special Occasions Event Planning

Hosting your wedding in North Idaho has a certain outdoors country feel to it. Nestled between three mountain ranges on magnificent Lake Pend Oreille, with a wide variety of outdoor recreation plus arts and cultural events happening weekly, Sandpoint is amazing!

Why not let your guests have the full experience. How about having a unique setting by dinning on a boat, at a floating restaurant, at the beach or on a mountain top?

Rehearsal Dinner, Post Wedding Brunch,Entertainment Idea’s

Lake Pend Oreille Cruises

Phone:208-255-5253

The Floating Restaurant

Phone: 208-264-5311

Beyond Hope Restaurant

Phone: 208-264-5221

Schweitzer Mountain Resort

Phone: 208-263-9555

Special Occasions Event Planning

Tips To Save

Reception

1. Cut the guest list. This will slash your catering costs and save on invitations and even the number of centerpieces.

2. Think off-peak season and save thousands!

3. Hold your ceremony and reception in one spot -- it will cut travel time for vendors you pay by the hour.

4. Skip the Saturday wedding.

5. Have bigger tables so you need fewer centerpieces and tablecloths.

6. Shop the off-season for extra decor -- get modern black vases on sale after Halloween and pretty pink ones after Valentine's Day.

Flowers

7. Use more greenery than flowers.

8. Swap out costly flowers -- did you know peonies can be five times more expensive than roses?

9. Stick to just one or two kinds of flowers.

10. Buy flowers that are in season.

Spring – Amaryllis, Anemores, Baby’s Breath, Calla Lily, Carnation, Cattleya Orchids, Daffodil, Day Lily, Delphinium, Freesia, Forget-me-knot, Gardenia, Iris, Jonquils, Lilac, Lily, Lily of the valley, Larkspur, Orchid, Peony, Ranunculus, Rose, Sweet Pea, Tulip, Violet

Summer – Aster, Baby’s Breath, Bachelor Button, Calla Lily, Canterbury Bells, Carnation, Cattleya Orchids, Chrysanthemum, Daisy, Day Lily, Delphinium, Geranium, Hydrangea, Larkspur, Iris, Orchid, Rose, Stephanotis, Straw Flowers, Zephyr Lily

Fall - Aster, Anemores, Baby’s Breath, Calla Lily, Carnation, Cattleya Orchid, Chrysanthemum, Daisy, Day Lily, Delphinium, Orchid, Rose

Winter – Amaryllis, Baby’s Breath, Carnation, Cattleya Orchids, Chrysanthemum, Daisy, Orchid, Rose, Spray Orchid

11. Include non-florals, like lanterns.

Food & Drink

12. Serve entree duets.

13. Skip the main course -- apps and drinks are fine too.

14. Offer beer, wine, and a signature cocktail instead of a full bar.

15. Serve comfort foods like barbecue chicken, mac and cheese, and corn. It's fun and often cheaper.

16. Skip the champagne toast.

Cakes

17. Order a small one or two-tiered cake and then supplement cake with a larger sheet cake (hidden back in the kitchen).

18. Keep the add-ons simple.

19. Use fresh flowers, not sugar ones.

20. Reuse ceremony flowers for the cake table.

21. Skip exotic fillings like guava and mango.

Stationery & Favors

22. Get single-page invites to save on postage.

23. Give out one favor per couple.

24. Make your cake the favors.

25. Have favors double as escort cards.

26. Email your save-the-dates.

27. Make your own menu cards , escort cards , and wedding favor packaging.

Photo, Video & Music

28. Have a photographer you love but can't afford the prices? Ask them if they have an associate shooter who will do your wedding for less.

29. Opt for a smaller band.

30. Hire a band or DJ who can do both the ceremony and the reception.

Special Occasions Event Planning

Ladies Bridal Party Responsibilities

Maid of Honor’s Checklist

Responsibilities prior to wedding-

You are to assist the bride in the selection of brides maids attire, help address invitations and place cards, attend any and all events leading up to the wedding and organize the gift to the bride from the girls. You are also responsible for making sure the bridesmaids, flower girls and ring bearer are at fittings and rehearsal on time. You are to attend the rehearsal and rehearsal dinner.

Responsibilities day of the wedding-

Make sure the bridesmaids, flower girl, and ring bearer is on time for the ceremony. You are to help the bride stay on schedule. During the ceremony you are to walk in the processional and recessional line up. Along with make sure the bride’s veil and gown are in order throughout the day. You get the honor of holding the brides bouquet during the ceremony. After the ceremony you will witness the certificate signing and stand in the receiving line.

Responsibilities after the wedding-

Help the bride change out of her gown and properly take care of the dress and all her accessories after the reception. You are responsible for paying for your own attire and transportation.

Notes:______

Special Occasions Event Planning

Ladies Bridal Party Responsibilities

Bridesmaids Checklist

Responsibilities prior to wedding-