Welcome To:
Phase 1: The Foundation of a Successful Build
(A Five-Part Homeowner Education Series)
Before a single line is drawn, your project begins with discovery. This phase uncovers the zoning, site, and financial realities that define what can truly be built and ensures your vision starts on solid ground.
Video Explanation
Understanding Our Site: Where Design Truly Begins
Purpose: Discover what your property allows before dreaming too big.
Architect does: Research zoning, setbacks, slope, flood zones, and utilities; contacts the city to confirm buildable limits.
Homeowner can do:
✅ Gather survey, title report, and any HOA / CC&R documents.✅ Walk the property — note sun path, drainage, and privacy.✅ List top 3 questions about the land or city rules.✅ Send all files to your architect before the first design meeting.
Speed tip: The faster you provide documents; the sooner your architect can start sketches.
Defining Vision, Size & Lifestyle
Purpose: Translate how you live into architectural goals.Architect does: Turns your wish list into workable square footage, levels, and spatial flow within site limits.
Homeowner can do:✅ Write a short “day in the life” — how you use spaces morning to night.✅ List must-haves, nice-to-haves, and deal-breakers.✅ Collect 5–10 photos that capture the feeling you want, not just style.✅ Note dislikes from previous homes (dark kitchen, no mudroom, etc.).
Speed tip: Clear priorities prevent costly redraws and design stalls.
Sustainability & Performance Goals
Purpose: Decide early how efficient and healthy your home will be.Architect does: Studies heating, cooling, insulation, solar, and renewable options; coordinates consultants if needed.
Homeowner can do:✅ Choose 2–3 performance goals — comfort, savings, or low carbon.✅ Research rebates or energy credits (heat pumps, solar, insulation).✅ Ask your architect which upgrades give the best lifetime return.✅ Decide if certification (Built Green, ENERGY STAR) matters to you.
Speed tip: Stating your sustainability goals now avoids redesigns later when systems are already drawn.
Budget & Feasibility Awareness
Purpose: Match vision and finances before committing to drawings.Architect does: Works with contractor to estimate cost / sq ft and identify price drivers.
Homeowner can do:✅ Set your total investment range and a 10–15 % contingency.✅ Prioritize where to invest (structure vs finishes).✅ Approve cost-saving ideas quickly after review.✅ Ask for a running estimate after each design change.
Speed tip: Fast feedback on budget decisions keeps design momentum and avoids expensive pauses.
Coordination & City Feedback
Purpose: Confirm every rule and risk before moving forward.Architect does: Contacts planning, public works, and fire departments; compiles a Due Diligence Report with confirmed setbacks, height, stormwater, and environmental notes.
Homeowner can do:✅ Attend the wrap-up Zoom with your architect and builder.✅ Review the Due Diligence Report — highlight any unclear items.✅ Sign off to move into Pre-Application once comfortable with scope and cost.✅ Begin collecting inspiration folders for concept design.
Speed tip: Timely review of the report lets your team jump straight into Pre-Application instead of waiting weeks.
Thank you for completing this Session!
Due Diligence is the difference between designing with confidence and building on guesswork.
Home Building Master Class | The Contractor Checklist
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