1 Initial Meeting

  • Discuss lifestyle needs and general parameters for home
  • Discuss conceptual budget
  • Determine project viability

2 Site Evaluation & Preliminary Design

PSA (Point of Service Agreement) – Signed with retainer

  • Preliminary design meeting with architect
  • Determine design criteria: size of home, number of stories, style, number of rooms, finishes, etc.
  • Set initial budget expectations
  • Deliverable is a 1/8th scale sketch of first floor, second floor and front elevation
  • Two to three weeks for initial design
  • Review and refine sketches
  • Prepare preliminary estimates, one week to complete
  • Meet as required until preliminary design and estimate are consistent with client’s desires

3 1/4 Scale Drawing

  • Clients authorize the design of the entire home
  • Deliverable is ¼ scale AutoCAD drawing of first floor, second floor, and all elevations. 6 to 8 weeks for completion of drawings
  • Review and make necessary revisions
  • Review and update preliminary estimates
  • Meet as required until preliminary designs and estimates are consistent with client’s desires

4 Full Engineered Construction Drawings

  • Clients authorize full construction drawings
  • Deliverable is engineered construction drawings including first floor, second floor, all elevations, lighting and electrical plans, interior cross sections, foundation design and site plan.
  • 4 weeks for completion of drawings
  • Order soil samples
  • Obtain engineering; two weeks to complete engineering
  • Review and make necessary revisions
  • Review and update estimates
  • Prepare preliminary specifications
  • Meet as required until design and estimate are consistent with client’s desires

5 Final Drawings, Preliminary Specifications and Estimates

  • Clients give final approval for plans
  • Prepare final specifications
  • Get bid sets of plans
  • Gather all supporting trade pricing
  • Client to make preconstruction selections
  • Preconstruction meeting with project manager
  • Prepare final contract numbers
  • Two or three weeks for completion

6 Construction Contract Signing

PSA retainer to CONSTRUCTION AGREEMENT deposit

  • Client gives final approval for plans
  • Present final plans, specifications and budget
  • Sign every page of final plans specifications
  • Sign contract
  • Previously deposited PSA retainer
  • Provide home owner’s manual