Building a new home or undertaking a major renovation is
likely among the most financially daunting tasks the average homeowner will
ever face.
In most cases, the homeowner has never been involved with a
large-scale construction project before and is unsure what to expect from the
designer or architect or how the whole process works.
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Photograph by: Mike Wakefield, North Shore News
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The design and construction of a new home or renovation is
divided into five distinct phases: Schematic design, design development,
construction documentation, bidding and negotiation and contract administration.
Schematic design is the fuzzy beginning of a project. This
is the time when the design professional obtains whatever they can from the
client to help shape the dream. A scrapbook of favourite images and a detailed
wish-list are very important to this end, but so too is an understanding of the
personality of the particular client.
This is the less obvious aspect of the designer or
architect's job but is one that can't be overlooked. Are the clients organized
by nature or should the architecture assist to this end? Are the homeowners
private and reserved or are they the natural life of the party?
Getting in tune with the more subtle habits of the client is
very important early on and can play an important role in shaping the design.
Once collected, the information is digested and design
begins. Like a painter putting their first strokes to the canvas, this is the
exploratory stage of the project. It's the time to consider the larger ideas of
overall form and relationship rather than fret about detail. There's little
point in worrying about
where to put the fridge if you haven't decided where to put
the kitchen.
By the end of schematic design the homeowner can expect
rough floor plans with sketchy elevations and a loose 3D building form. The
wish-list will have been addressed in addition to other dynamics such as
siting, sun orientation and zoning. One will have a sense on what the home will
look like but won't feel inhibited to make changes. If the design concept is
met with approval the designer will move forward into design development.
Design development is exactly as it suggests, taking the
schematic design and developing it further. Like a sculptor who's mocked up a
rough form in clay, the design professional or architect now begins to shape in
detail the different components of the work. A structural engineer will have
been brought in by this point and their input will begin to inform the design.
The schematic sketches will likely have made it to the computer by this point
but a sketch pad and 3D software remains close at hand as countless details
will need resolving.
This can be a very time-consuming phase as the magnification
of focus brings ever more issues to the fore. It's very important at this stage
not to lose sight of the original concept first developed in schematic design.
By the end of the design development phase, the schematic design drawings will
have become a set of very readable plans, elevations and models, with the
client becoming perfectly clear on what their finished product will look like.
If the work of design development meets with the homeowner's
approval the design professional will be given the green light to move into the
construction documentation phase of the building process.
In this phase the designer or architect takes on the role of
construction expert, transforming the artistic concepts generated in schematic
design and design development into a set of technical construction documents
that can be submitted for a building permit and used by general contractor to build
the home from.
The original planning strategies and design concepts are put
to the test as they are detailed with an eye to their technical robustness and
structural integrity. New issues will come to light, details will be massaged
and ideas will be tested. The designer will need to keep a sharp eye on the
original design concept, always aware of the tendency to be pulled off track by
the onslaught of technical considerations. An active dialogue between the
designer and the engineer will be going on throughout the construction
documentation process as the final structural design is completed.
At the end of the construction document phase the homeowner
will be presented with a set of technical construction documents sufficient in
detail to obtain a building permit and to undertake the construction of their
home.
A set of construction documents for a home will include
dimensioned plans, elevations, sections and large-scale construction details,
and will typically also contain reflected ceiling plans (to clarify ceiling
shape and form and to locate lights and other ceiling elements), millwork
drawings (detailed drawings of built-in cabinetry), interior elevations,
specifications and finish schedules.
Once the construction documents are submitted for permit,
the process moves into the bidding and negotiation phase. On larger projects
this is typically referred to as a call to tender, where invited builders are
issued a tender package and are asked to bid on the project.
For residential projects it works a little differently, as
builders rarely commit to a fixed fee for a project, preferring instead to work
to a cost-plus arrangement. A builder will submit an estimated cost to complete the project and will add on a
management fee at the end - the fee running typically somewhere between 10-15
per cent of the total construction cost. I will often ask for the management
fee to be fixed to offset the perception that it would be profitable for the
builder to have the overall budget creep higher.
During the bidding and negotiation phase the design
professional will answer questions and clarify details to help facilitate the
process. They will help select a builder, review the contract between the owner
and builder and they will ensure that a reasonable construction schedule is in
place and that insurance policies are in order.
Once a contract has been awarded, the building process
enters the contract administration phase. During this phase the designer or
architect will make routine visits to the construction site to ensure the
general conformance of work with the contract documents. They will review and
process claims for payment from the builder and will certify that payment
reflects work done. They will be available to respond to questions as they
occur and will issue site instructions as required.
As the project nears completion the design professional will
carry out a substantial performance review and issue a substantial performance
certificate.
The final certificate of payment is issued upon the completion
of all deficiency work by the builder. A 12-month warranty review is typically
carried out by the designer one year after the date of substantial completion.
Understanding the five phases of design and construction
takes the mystery out of the process and provides the homeowner with clearer
expectations as to what to expect from their design professional.