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Field notes / Homeowner guide

Coordinating your architect and builder on a new home

A useful proposal names the drawings, specifications and assumptions it relies on. Set a shared revision and decision process so design questions, agency corrections and construction pricing stay connected.

Written · Revised · KB Remodeling

In brief

Name the design and construction responsibilities in writing, issue the same pricing packet to each builder and carry every approved revision into both the drawings and the scope.

01

Owner-provided architect versus a design-build arrangement

With an owner-provided architect, ask the architect and contractor to define their separate deliverables and how they communicate. Early builder involvement can provide scope and construction questions during design; it does not by itself transfer design responsibility to the contractor. In a proposed design-build arrangement, ask who contracts for design, which professionals are engaged and what the written scope actually provides.

This guide explains owner questions, not a KB in-house architecture or design-build offer. KB’s in-house design-build scope is unconfirmed. Do not assume a website’s coordination language includes architectural services, engineering, permit handling or construction administration. Confirm each service and responsible party in the proposed contracts.

Ask yourself

  • Who retains the architect and each consultant?
  • What design or coordination service is actually offered in writing?

02

The architect agreement: define services before assigning tasks

The California Architects Board says architects must have a written contract before commencing architectural work unless the client authorizes an earlier start in writing; the Board also identifies exempt work arrangements. Its summary of Business and Professions Code § 5536.22 includes services, compensation/payment, party information, additional services and termination procedures.

Ask whether the agreed services include concept design, permit documents, agency correction responses, bidding support, site visits, submittal review or construction administration. These are questions to clarify, not services presumed to be included. Use the Board’s consumer guide and license check, and ask your adviser to review the agreement for your circumstances.

Ask yourself

  • Which milestones and deliverables are named in the agreement?
  • What becomes an additional service and how is it authorized?

03

Build a pricing packet with a named revision

Agree what the pricing packet contains before sending it: a drawing index with dates/revisions, the drawings themselves, specifications or a selection schedule, relevant survey/site information, the scope boundaries and the unresolved-decision list. Ask the design team what is ready for pricing and what is still conceptual. A permit set title alone does not tell a bidder which finishes or site assumptions to price.

For the house, ask whether plans, sections, elevations, structural information and systems/energy information are coordinated to the stated pricing stage. List windows, doors, fixtures, equipment and finishes that are selected, carried as allowances or excluded. Treat this as a project-specific packet to agree with the professionals, not a universal municipal submittal checklist.

Ask yourself

  • Did every bidder acknowledge the same document index?
  • Which unfinished design or selection is carried as an assumption?

04

Move a question through the owner, designer and contractor

Agree a shared question log: reference the sheet or specification, describe the issue, identify who answers it and record the answer and date. The contractor can raise access, installation or scope questions; the design professional addresses the design within their scope; the owner decides preferences and budget tradeoffs with the appropriate advice. Name who distributes the resulting revision.

Keep clarification distinct from authorization. If an answer changes the design or scope, ask the designer to identify the revised documents and the contractor to state pricing and sequence implications. Record the owner’s decision through the agreed process, then send the same revision to everyone affected. A meeting comment should not leave different teams working from conflicting instructions.

Ask yourself

  • Who closes the question and checks that it reached the affected parties?
  • Does this answer clarify existing scope or propose a change?

05

Agency corrections must reach both design and pricing

When the reviewing authority asks for corrections, assign the response to the responsible professional and retain the correction reference, response and drawing revision. Ask the contractor whether the revision changes the previously priced scope. An agency response and the owner’s commercial approval answer different questions; do not treat one as the other.

Before comparing revised proposals, issue the updated document list and ask each builder to identify superseded assumptions, changed allowances and remaining exclusions. The proposal comparison can organize these owner entries, but unknown inclusion relationships still prevent a complete comparison. It cannot verify that drawings are coordinated or that the proposal covers every task.

Ask yourself

  • Which quoted assumptions were superseded by the correction?
  • Who confirms all parties received the current revision?

06

Prepare for construction questions and handover

Before construction, agree who handles product submittals, site questions and design revisions, and whether site visits or construction administration are included in the architect’s scope. Ask for a communication process the actual team can support rather than assuming a response time or unlimited attendance.

At handover, identify the agreed records to receive and who supplies them: current drawing set, approved changes, equipment/warranty information and applicable agency records. Ask what is missing and who will close it. The preparation matrix below organizes documents; it is not a certification of the design or construction.

Ask yourself

  • What does each professional’s construction-stage scope include and exclude?
  • Which current documents and open decisions will be handed to the owner?

07 · Comparing the options

Who decides what: a role and decision matrix

Most coordination problems are unassigned decisions, not disagreements. Before design development, agree in writing who is responsible for each recurring decision and who must be consulted. The matrix below is a starting template to edit with your own team; it describes common arrangements, not a service KB Remodeling has confirmed it offers.

Under any arrangement, the design professional is responsible for the design documents they prepare, the builder gives constructability and pricing feedback, and the owner makes the scope and budget decisions. What changes between design-build, architect-led and separate-contract arrangements is who holds which contract and who carries information between parties.

Illustrative role and decision matrix (edit for your project)
DecisionOwnerArchitect / designerBuilderConsultants
Scope and budget targetDecidesAdvises on design effectAdvises on cost effectInform
Design documents and revisionsApprovesPrepares and is responsibleConstructability feedbackPrepare their deliverables
Consultant deliverables (survey, soils, structural)Engages or authorizesCoordinates into drawingsReviews for pricingPrepare and are responsible
Bid-set completenessConfirms before pricingIssues a named revisionLists gaps and assumptionsConfirm their sheets are current
Decision recordSigns offLogs design decisionsLogs cost and schedule effectInform

Ask yourself

  • Who holds the contract with the architect and with the builder?
  • Who records decisions and sends them to everyone affected?

08 · An example

An illustrative coordination meeting agenda

This sample agenda is illustrative, not a record of any KB project. Its purpose is to make every meeting end with decisions, owners and dates rather than discussion. Keep the same order each time so open items cannot quietly drop off.

For each arrangement, ask the questions that reveal how coordination actually works: in design-build, who inside the firm owns design responsibility and how you see constructability trade-offs; architect-led, whether the architect administers the construction contract and answers site questions; separate contracts, who carries a question from the builder to the architect and how fast.

1. Decision log review
Confirm last meeting's decisions are reflected in the current drawing revision.
2. Open questions
Each question has an owner and a needed-by date tied to pricing or ordering.
3. Consultant status
Survey, soils and structural deliverables: received, under review or pending.
4. Cost and schedule effect
Builder states the effect of any proposed change before it is approved.
5. Actions
Who sends what to whom, by when; circulated in writing after the meeting.

Ask yourself

  • Design-build: who is the responsible design professional, and do you see design and cost options side by side?
  • Architect-led: what construction-phase services are in the architect's agreement?
  • Separate contracts: who forwards builder questions, and where are answers recorded?

Loading Owner document checklist…

Proposal preparation: documents and revision ownership

ItemAgree or requestConfirm before reliance
Drawing indexIssue date, revision, sheets and pricing stageWhich set supersedes earlier files?
Specifications / selectionsNamed products, performance choices or allowance basisWhat is selected, unresolved or excluded?
Site / consultant informationReports and coordinated design inputs relevant to pricingWhich assumptions still need investigation or design?
Pricing commentsSheet reference, question, answer owner and dateWas an answer reflected in the proposal?
Agency correctionCorrection reference, design response and revised sheetsDoes the revised scope require a new price or sequence?
Owner decision / changePreference, advice, approval and distribution recordDid all affected parties receive the same instruction?
Construction-stage servicesVisits, submittals and question handling in written scopesWhat is not included and who handles it?

A scenario to consider

Illustrative only, not a KB project: the owner changes a window selection after a builder prices the design. The architect checks the design implications, the contractor identifies installation and procurement changes, and the owner records a decision. The team issues the revised selection and affected drawings together rather than leaving a new email attached to an old pricing packet.

Planning scenario

Part of the custom-home planning series: Custom home planning

Bring this to your conversation

  • Verify professional licenses with the appropriate State board
  • Name who contracts for each design and construction service
  • Send one dated drawing/specification index to every bidder
  • List unresolved selections and allowance inclusion relationships
  • Record questions, answers, owner decisions and document revisions
  • Reconcile agency corrections with priced scope before relying on the quote

One more question

Does early contractor input mean the contractor is providing design-build?

No. Commenting on scope or construction during design does not establish architectural services or a design-build contract. Ask who provides each service, under which agreement and with which professional responsibilities.

Official references

For requirements specific to your property, consult the local reviewing authority.

About this guide

Published by KB Remodeling from the official sources cited. It is not attributed to an individual author and does not claim review by an architect, engineer or attorney. We receive remodel, ADU, new-home and rebuild inquiries; scope, licensing and location are reviewed before any next step.

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