Customer Concept Form

PROJECT DETAILS

Design and Construction are processes that are best accomplished in stages through the collective efforts of the Owner, the Realtor, the Architect and the Contractor. This team approach to project development combines the expertise of all parties to achieve the overall function, aesthetic, schedule and budget expectations of the Owner. It is a process that creates the most value for the owner and yields a very pleasant and successful project.

For your convenience, we are asking pertinent concept questions below that will help us gain information needed. Open & Honest feedback will help the entire team streamline efficiencies. We intend to learn how we can be of best overall value and service to you and your project goals as we use this important form for initial feedback and planning

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Conceptual Phase

The purpose of this phase is to identify the goals and objectives of the project including the facility’s use, specific areas of need, function, aesthetic requirements, budget parameters and schedule

What is your total (all-inclusive) project budget goal?*

Your desired purchase price for Property Lot/Land allocated in budget?*

Total allocated in budget for the design & construction of home?*

Total allocated for site development*

Driveway, utilities, hardscape, pool, etc.

Detail list of items desired on Lot/Land that are in addition to the home itself*

i.e. barn, detached structure, pond, pool, outdoor living, sports courts, etc

Do you have a certain size of home you know you want to build?*

How many bedrooms desired?*

How many full bathrooms desired?*

How many half bathrooms desired?*

Foundation type desired:*

Poured Wall Basement

Crawl Space

Concrete Slab

Detail any additional space or rooms you “must have," with consideration of your allocated budget goals:

Finishes

A few items below to help align your finish selections with your style and create your budget allowances to begin to make your home uniquely yours:

Exterior Finishes*

Check only those that apply

Brick

Manufactured stone

Real quarry cut stone

Fiber cement siding(hardie)

Stucco

Cedar shake

Vinyl shake

Board & batten siding

Metal roof

Shingle roof

Copper cupola

Wood porch ceiling

Vinyl porch ceiling

Mahogany front door

Fir front door

Fiberglass pedestrian door

Wood clad windows

Vinyl windows

Outdoor fireplace

Outdoor kitchen

Covered outdoor living

Screened in outdoor living

Security lighting

Brick mailbox

Standard mailbox

Luxury landscape package by design

Standard starter plant package

Porch columns

Iron railings

Brick steps

Detail any exterior finish that is a “must have” and where you must have it:*

Interior Finishes*

Check only those that apply

Gas Fireplace

Wood Fireplace

Stone hearth/surround

Tile hearth/surround

Marble hearth/surround

High efficiency HVAC

Geo thermal HVAC

Chandelier light fixtures

Recessed lighting

High end lighting fixtures

Standard grade lighting fixtures

Full tile showers

Fiberglass shower pans/walls frameless glass shower enclosures high end plumbing fixtures

Standard grade plumbing fixtures

Spray foam insulation

Standard batt/blown insulation

High end custom cabinetry/casework Standard grade cabinetry/casework Crown molding

Cased/picture frame window trim

Solid core doors

Hollow core doors

Coffered ceilings

Trey ceilings

Vaulted ceilings

Beams

Barrel ceilings

Arches

Barn doors

Accent walls

Ship lap

Wood ceiling

Tile backsplash

Granite countertops

Marble countertops

Solid surface countertops

Concrete countertops

Quartz countertops

Elevator

Sand and finish hardwood floors

Engineered hardwood floors

Laminate floors

Tile floors

Carpet floors

Low voltage for smart home technologies

High end appliances

Above average appliances

Standard appliances

Custom craftsman Built-ins

Wood shelving

LED lighting

Under cabinet lighting

Apron front “farm house” sink

Stone Composite Undermount sink

Stainless Steel sink

Copper Sink

Explain the finish flooring you prefer and where it is important to you:*

Detail any interior finish that is a “must have” and where you must have it included:*

Project Contact Information

Owner name:*

Phone*

Email*

Realtor name:*

Phone*

Email*

Architect name:*

Phone*

Email*

Location

Where is the desired location of the project?*

Street Address Address Line 2 City State ZIP / Postal Code

Is the property owned by you or do you currently have it under contract?*

Schedule

When is the desired start (break-ground) date for the project?*

MM slash DD slash YYYY

When is the desired completion (move-in) date for the project?*

MM slash DD slash YYYY

Comments for further consideration and/or your quality taste of finish materials and style:

Upon review of this information, please let us know if you have any comments or questions. We appreciate your consideration and the opportunity to assist you with this project.

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