Set the planning assignment
Sign the pre-agreement defining services, deliverables, fees and responsibilities before project-specific planning begins. Identify separate professional costs and any agreed review limits at the same time.
Proposals & planning
Turn a good idea into a buildable plan.
Useful pricing begins with understanding the work. We connect your goals, site information, design decisions and trade input so the proposal describes a project you can make decisions about.
Start your projectIllustrative photography: K O / Unsplash.
How we begin
Agree on the next phase before work begins.
The first conversation helps us understand your goals and identify the next step. Before project-specific investigation, detailed estimating, design coordination or other planning services begin, we agree on the scope, deliverables and fees in a signed pre-agreement. Construction follows a separate written agreement when the project is ready.
Before the proposal
Start with the right questions.
Bring your priorities, property information, available plans and budget expectations. Early ideas are welcome. We identify the investigation and planning that will help move the project forward.
Understand the property
Review existing information and identify the measurements, site observations or specialist input needed.
Develop the construction scope
Connect the proposed layout, trade work, material choices and existing conditions.
Review alternatives
Discuss how different choices affect the scope, budget, purchasing and construction sequence.
A proposal you can understand
See the work and the numbers together.
A useful proposal explains what is included, the pricing basis, decisions still to be resolved and responsibilities for purchasing or related work. Review the whole scope when comparing options.
The work
Rooms and locations, tasks, materials, quantities or assumptions, and the boundaries between new and existing work.
The investment
Defined prices, estimated items, selection allowances, payment milestones and any owner-direct costs.
The preparation
Design information, selections, permits, access, purchasing and the dependencies that shape the working window.
A useful starting point
Understanding the planning engagement.
How are planning fees handled?
The planning authorization explains the services, fees, any agreed cap and the treatment of those fees if you proceed with construction or stop after planning. We review that with you before the work begins.
Can the scope change during planning?
Yes. Measurements, existing conditions, professional input, selections and pricing can point to a better solution. We discuss the revised approach and any additional planning before proceeding.
How does planning connect to the construction schedule?
Planning develops the information needed to prepare the build. The working construction window is coordinated with the agreed scope, approvals, purchasing and trade availability.
What should I compare between proposals?
Compare the same work and pricing basis, including preparation, finishes, allowances, owner purchases and exclusions. Check the issue date and acceptance period so pricing and availability are current.
A useful first conversation
Define the work behind the proposal.
Bring the property information, project priorities and budget range. We will outline the investigation, design coordination or estimating services to include in the pre-agreement. Book a 30-minute Google Meet consultation on an available Friday.
Start with a conversation.
Start by telling us about your project. If the next step involves investigation, detailed estimating or planning, we define the services and fees in a signed pre-agreement before that work begins.
Plan your project consultation