Client Name
*
First Name
Last Name
Partner's Name
Email
*
Phone
*
(###)
###
####
Project Address
*
Where is the project located?
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Assessor's Parcel Number (if known)
Mailing Address
If different than Project Address
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Project Description
*
Please provide a concise narrative of what you're hoping to build.
Design Timeline
I would like to begin the design process:
Flexible (3+ months)
Soon (1-3 months)
Right away (I'm in a hurry!)
Construction Timeline
When would you ideally like construction to begin? Is there a firm date that you're hoping to be moved-in by?
Who Will be Occupying the House?
Names and ages are helpful to know; also if there are grown children or other guests to plan space for.
Pets
Do you have furry friends we should include in the home planning process?
Builder
*
Who will be building the project? If you don't know yet, please write TBD.
Project Budget
*
Please provide a realistic budget window for how much you're hoping to invest into the project. Will you be obtaining a construction loan? Have you planned for contingencies? Are there reserves or alternative funding sources available if the project costs grow during construction? If the scope of work exceeds the available budget, would you prefer to scale the project back, or develop a phased scope of work to begin moving forward? Are you hoping to be involved in any aspects of construction, either for personal reward or for cost-savings?
Architectural Style
*
Please provide a description of your desired architectural style.
Long Term Vision for the Home
Is this a home that you plan on living in for the rest of your life? An investment project? A place to call home for the next chapter of life, and then see what comes?
Project Constraints
Are you aware of existing constraints on the property that need to be identified and planned around? Easements restricting access, HOA regulations, archaeological artifacts, steep slopes, wetlands, flood zones, zoning restrictions, watershed concerns, etc? For remodel/addition projects, what is the year of the existing home? What is the condition of the existing foundation? Is there existing lead paint or asbestos? Outdated wiring? Please be as thorough and candid as possible in describing any elements that you’re aware of that may constrain or influence design possibilities.
Project Details - Needs
*
Please describe any key features of the home that feel like clear requirements for a successful project. For instance, a walk-in pantry, space for biking/skiing/gear storage, a wood fireplace, etc.
Project Details - Wants
Now for the fun stuff! Please describe wish-list items that you'd love to include in the project if possible. Space for a piano? A soaking tub? A window seat?
Personal Decision Process
*
When it comes to making decisions, I:
Know what I like and move ahead easily
Need to analyze lots of options before moving forward (but then move ahead easily)
Frequently revisit and revise my decisions
Partner Decision Process
When it comes to making decisions, my partner:
Knows what he/she likes and moves ahead easily
Needs to analyze lots of options before moving forward (but then moves ahead easily)
Frequently revisits and revises decisions
Goes along with whatever I decide
Not applicable
Accessibility Requirements
Would you like to plan for aging-in-place considerations? This consideration can impact hallway widths, door sizing, bathroom design, etc. Is there a need to plan for an elevator to access an upper floor?
Environmental Considerations
Is it important to you to minimize the building's environmental impact? This can influence decisions around materials, mechanical systems, and overall operating efficiency. Would you like to aim for Net-Zero energy design? Is passive solar orientation important to you? Is it important that we plan for a roof-top solar electric system? Would you like to mill on-site lumber for specific uses within the building?