The owners and designer discussed the project requirements. Style, number of rooms/areas, functions, furnishing, equipment, size, relationship of spaces to each other, and connection with the environment. Bring sample imagery, site info, and complete questionnaire.
A site analysis organizes information into a usable study specific to your build. It will contain a zoning review, site survey, building orientation, flood plane info, micro-climate study, history, existing conditions, and so on.
It is essential to discuss the budget at the early stages of the conversation.
A forever home won’t be yours forever if it’s out of your price range.
- Dave Ramsey, Financial Guru
Simple questions are often the best. What are your expectations of cost? What can you afford? How can you get there?
Site + materials + labor + services = total cost
A spreadsheet rough estimate based on total square footage helps balance the needs and wants with the budget, site, and regulations for a good fit. This is an ongoing balancing act throughout the project.
The result is a complete Project Program with a brief list of exterior style, number of floors, and location onsite. The interior list will have the number of rooms/areas, size, and relationship to other spaces and environment, and a few diagrams or images to illustrate design options.
Based on the program, the designer prepares a few concept sketches to explore possible solutions to the program requirements. Schematic design uses a series of diagrams, concept sketches, and simple models to illustrate many design solutions. It is easy to fall in love with the first concept sketch. Iteration improves and explores many possible solutions to the design problem.
Simplicity is a product of massive iteration.
-Jack Butcher
Concept sketches move first to simple three-dimensional computer models. 3D models are useful to check the design fit and flow. The budget estimate is refined with the addition of computer-calculated volume information.
Create and approve Schematic Site Plan, Schematic Floor Plan, and Exterior Masses. Rough estimate on building cost based on square foot and level of finish. Designs at this stage are still blocky and undefined masses.
Based on the accepted schematic design, the designer develops a detailed computer model. Refining the overall design and integrating the structure. Floor plans and sections show all the room sizes and shapes.
Finalizing the selection of colors, finishes, and materials, applying exterior and interior materials, and structure. Outline specifications are prepared listing the building materials, fixtures, and room finishes.
With the integration of three-dimensional computer modeling into design practice, there is some blending between schematic design and design development. The schematic design tends to evolve seamlessly into design development.
The output of this phase is a robust computer model that captures the complete design from which plans, sections, elevations, material lists, and 3D views can be generated for use by the client, consultants, marketing, and contractors to prepare cost estimates. There are the benefits of BIM (Building Information Model) capable design software.
The design is converted for the contractors and subcontractors to use in bidding and building a house. It includes the following.
Floor Plans, Elevations, Sections, and Details.
Materials, Finishes, and Specifications
Sizing Structure of the Roof Rafters, Ceiling and Floor Joists, Walls, Columns, Beams and Headers, Brace Wall Panels, and Coordinating with Trusses Supplier and Engineer.
Energy Calculations - Res-Check, Manual J Calcs, or other Local Requirement.
Room Interior Elevations and Cabinet Drawings
Green Design and Checklist
Coordinate with Mechanical, Electrical, and Plumbing Contractors for Permit Submittals.
Coordinate with Consultants as Needed.
Additional engineering by a licensed engineer may be required at the owner's expense if the building department requires it. Every effort is made to avoid additional expenses using conventional construction techniques.
Assistance during the bid and permitting are ala cart. At a minimum, the designer will be available to provide clarifications on plans for contractors and building department questions. Additional services are recommended but clients may choose to handle these details on their own. For instance, the contractor may already be on board and the project does not go out for bid. This is a list of additional services that can be provided:
Invitation to Bid,
Plan Room Submittal,
Plan Checkout and Deposit.
Clarifications,
Proposed Bid Alternatives
Bid evaluations
Awarding Bid
Services can be customized to fit project conditions and client needs.
Projects with pre-designed plan sets or out-of my local area are not typically offered with bid or construction phase services.
Services offered during the construction phase are:
Check that the work conforms to the plans
Change order administration
Verify material on-site before progress payments
Verify inspections pass at a timely rate
Create punch lists
Site visits
Site visits can be requested by the client to assist with questions that arise during construction on a per-visit basis, at key construction milestones, or for a weekly construction meeting. Key construction milestones are:
Site review
Pre-footing pour,
Pre-foundation pour,
Framing while nailing and cavities are exposed,
Air sealing blower door testing,
Pre-electrical, identify switch, fixture, outlet, and specialty locations.
Mechanical and Plumbing,
Insulation,
Drywall,
Final
Additional inspections, especially for larger projects or special inspections.
Planting Plans, Porches, Decks, Patios, Gazebos, Low Retention Walls, and Sprinkler Layout Plan.
Furniture Layout Plan, Material Selection, Paint, Color, Room Finish Schedule, and Interior Material Finishes Board.