BEBuild Eastside

Prepare before design

Before hiring a custom-home architect: what homeowners should prepare

You do not need finished plans or a perfect room list before speaking with architects. You do need enough clarity for every candidate to understand the same property, household, priorities, budget, constraints, and definition of success. You also need to say what help you expect, because a permit drawing package, full interior design, engineering coordination, and construction support are not the same service. Good preparation makes proposals easier to compare and prevents the first months of design from becoming an expensive search for the real project.

On this page10 sections

1. Check the property before paying for design

An architect can help solve a difficult site, but cannot make a major legal, environmental, access, or budget conflict disappear. Start with an early public-record screen, then identify which issues require the city, a surveyor, engineer, arborist, title professional, utility provider, or other specialist.

For a Bellevue or supported Eastside address, start with Build Eastside’s free property feasibility study. It is a preliminary public-record screen, not a survey or city approval.

  • Confirm the address, parcel number, ownership or purchase status, zoning, and whether the parcel appears to be a legal building lot.
  • Screen setbacks, height, lot coverage, floor-area limits, critical areas, slopes, wetlands, streams, flood areas, trees, easements, and private restrictions.
  • Identify likely driveway and construction access, water, sewer, stormwater, power, gas, and communications questions.
  • For a remodel, collect permit history and note what appears different from the approved record.
  • Keep two lists: what is supported by a source and what remains an assumption. Give both to every architect you interview.

2. Write down what you want from the home

Describe how the home should support your life before making a long room-by-room wish list. The architect needs priorities and conflicts, not a design solution you created in advance. Keep the brief short enough that every candidate will actually use it, then attach a longer reference list if needed.

A practical one-page brief
TopicWhat to write down
Why this projectWhat is not working today, why you are building now, and what a successful project changes.
HouseholdWho will live there now, likely changes over 10 to 20 years, guests, pets, work-from-home needs, and accessibility goals.
Ownership horizonWhether you expect to sell within a few years, stay indefinitely, or are genuinely unsure. State whether broad resale appeal, profit, long-term comfort, deep personalization, or future adaptability should guide design and budget decisions. Use the next section to make the tradeoffs explicit.
Daily patternsHow you cook, gather, work, host, store things, enter the house, use outdoor space, and handle laundry, hobbies, or equipment.
SpaceApproximate bedrooms, bathrooms, work areas, garage spaces, ADU or multigenerational needs, and a rough size range rather than one fixed number.
Must-haves and whyName the few outcomes that define success, such as natural light, a home office, gym, pool, accessible suite, large kitchen, privacy, or strong indoor-outdoor connection. Explain why each matters and rank it instead of calling everything essential.
Site experienceSun, privacy, views, yard use, street relationship, arrival, indoor-outdoor connection, and trees or landscape you hope to keep.
Cultural, spiritual, and directional needsRecord any feng shui, Vastu Shastra, prayer, privacy, entry, cooking, orientation, room-placement, or multigenerational requirements. Say what is non-negotiable, what is a preference, and whether a family adviser or specialist should participate.
PerformanceComfort, energy use, air quality, resilience, low maintenance, aging in place, acoustics, and any sustainability goals.
CharacterA few words describing how the home should feel, plus examples with notes about exactly what you like or dislike.
PrioritiesSeparate true requirements, flexible preferences, and bonuses. Identify what you would cut first if cost or site constraints require a tradeoff.

Treat cultural and spiritual needs as real design criteria, not as an embarrassing footnote or a catch-all label such as superstition. An architect does not automatically certify compliance with feng shui, Vastu Shastra, or a religious practice, so identify the homeowner or adviser who will interpret those requirements and approve related decisions.

Do not treat square footage as the goal by itself. A thoughtful layout can solve the same needs with less area, while circulation, stairs, walls, mechanical space, storage, and structure add area that a room list misses. Likewise, a near-term sale and a forever home are not a rigid either-or choice. Ownership plans change, so identify the decisions that should remain flexible.

3. Let your plans for the home shape the design and budget

Treat the ownership horizon as an important design assumption, not a reliable prediction. If you expect to sell soon or the project is intended to produce a profit, an unknown future buyer becomes one of the design clients. If you expect to stay for decades, your household can receive more weight. In either case, keep an exit path because markets, work, health, and family plans can change.

The 2025 NAR Remodeling Impact Report is a useful reminder that homeowner enjoyment and resale cost recovery are different measures, and that many improvements do not recover their full cost nationally.

How the ownership horizon changes design decisions
DecisionShorter horizon or likely resaleLonger horizon or likely forever home
Design audienceFavor a plan, room mix, circulation, storage, maintenance burden, and finish level supported by the likely local buyer pool. A highly unusual feature can narrow that pool even when it is beautifully executed.Optimize more directly for your household's routines, collections, hobbies, accessibility, cultural practices, comfort, and emotional connection to the home.
Permanent customizationKeep costly and hard-to-reverse elements broadly usable. Put strong personality into paint, wallpaper, furniture, art, lighting fixtures, hardware, and other layers that can be changed without rebuilding the house.Highly personal built-ins, room relationships, materials, colors, and specialty spaces can be reasonable when the years of daily benefit justify their cost and you accept that a later buyer may value them differently.
A rainbow or seashell ideaConsider a neutral permanent base with rainbow colors in paint, removable wallcoverings, furnishings, art, or replaceable tile accents. A themed mosaic, sculpted wall, or built-in seashell room may be expensive to undo and can reduce buyer interest.Make the idea integral if it will bring years of enjoyment, but ask what it costs, how well it will age, and whether a future conversion can be designed now without spoiling the concept.
Budget testAsk whether local comparable sales and the likely buyer pool support the total house size, finish level, and special features. Do not assume construction cost will be recovered at resale, and include financing, carrying, selling, and transaction costs in any profit goal.Compare upfront cost with years of comfort, operating cost, maintenance, replacement cycles, durability, adaptability, and enjoyment. A choice can be worthwhile without producing a dollar-for-dollar increase in resale value.
Envelope and building systemsDo not compromise code, structure, fire safety, moisture control, ventilation, workmanship, or basic durability. Choose dependable, right-sized, maintainable systems, then test premium efficiency or performance upgrades against expected ownership time and what buyers can verify or value.A better envelope, quieter and more efficient HVAC, improved air quality, acoustics, resilience, low-maintenance assemblies, and durable materials may justify a larger investment because your household receives the benefit for many years.
AdaptabilityFavor flexible rooms, conventional furniture clearances, sufficient storage, and layouts that can serve more than one type of household. Make unusual features removable when practical.Plan for aging, children, multigenerational living, caregiving, remote work, accessibility, and equipment replacement so deep customization does not make the home brittle as your own life changes.

A shorter horizon does not mean using inferior studs, undersizing equipment, reducing insulation below the intended performance level, or hiding weak workmanship. Framing and structural materials should be fit for purpose and follow the architect's and engineer's specifications. Poor concealed work can create inspection findings, callbacks, comfort problems, moisture damage, high operating costs, and resale risk.

The better distinction is market-supported investment versus owner-specific consumption. A future buyer may not pay dollar-for-dollar for a concealed upgrade, but documented energy performance, reliable equipment, transferable warranties, low operating costs, and a clean inspection can still matter. Conversely, a long ownership horizon can justify spending for daily comfort even when the improvement has little measurable resale return.

Before treating any feature as broadly appealing or profitable, ask a local broker or appraiser to compare relevant recent sales in the same market and price range. National averages are only a starting point, and projected resale should never be the only budget contingency.

4. Set the target budget and the hard ceiling

Give candidates an all-in project budget, not only a construction number. Define a target that leaves room for decisions and a hard ceiling that includes the consequences of exceeding it. If the financing is not settled, say what is confirmed and what is still conditional.

Budget buckets to discuss before design
Budget bucketExamples to include
House constructionStructure, enclosure, systems, finishes, contractor overhead and profit, and sales tax where applicable.
Property and site workPurchase and closing costs if relevant, demolition, hazardous materials, trees, grading, shoring, retaining, drainage, driveway, and landscaping.
Utilities and frontageWater, sewer, stormwater, power, gas, communications, right-of-way work, sidewalks, and service upgrades or extensions.
Design and consultantsArchitect, surveyor, structural and civil engineers, geotechnical work, arborist, landscape, energy, interiors, and other specialists.
Permits and approvalsApplication and permit fees, utility and impact charges, testing, inspections, and required assurances or bonds.
Owner and time costsFinancing, interest, insurance, taxes, temporary housing, storage, moving, appliances, furniture, window coverings, and owner-purchased items.
ContingencyDesign development, pricing changes, site unknowns, construction changes, and risks that have not yet been verified.

Ask each architect what budget their proposal assumes, which buckets are outside that number, when professional cost estimates will occur, and what the team will do if the estimate is above the target. A promise to “design to budget” is not a cost-control process.

5. Decide who will make decisions and how much time you have

A desired move-in date is a goal, not yet a project schedule. The schedule depends on property research, design decisions, consultant work, cost checks, city review, corrections, contractor availability, procurement, and construction.

  • Explain why the timing matters, including a purchase deadline, lease, school year, financing condition, family change, or seasonal constraint.
  • Identify everyone who approves design and budget decisions and how disagreements will be resolved.
  • Name one homeowner contact who can give the team a coordinated answer.
  • Decide how much time you can reliably spend reviewing options, attending meetings, visiting showrooms, and responding to deadlines.
  • List any periods when travel, work, caregiving, or financing will slow decisions.
  • Ask candidates to separate time they control from city, consultant, pricing, and owner-dependent time.

6. Gather the records you already have before ordering new work

Collect useful records that already exist. Do not automatically order every survey or consultant report before the architect has reviewed the project, unless a property-purchase deadline or known site risk makes early verification necessary. The selected architect should help define the exact scope and coordinate the base information needed for design.

The architect can identify how an easement, covenant, or HOA rule affects the design, but title rights and private restrictions may require a title professional or attorney to interpret. Ask the HOA for written answers to consequential questions instead of relying only on a neighbor, listing, or verbal conversation.

  • Property address, parcel number, listing or acquisition documents, preliminary title report, plat, and every recorded document referenced by the title report that may affect the project.
  • Easements and agreements for access, utilities, drainage, shared driveways, private roads, maintenance, views, or other rights. A line on the title report is not enough; obtain the recorded document and any exhibit that shows its location and terms.
  • HOA declarations, covenants, conditions and restrictions, architectural standards, application forms, fees, deposits or bonds, meeting calendar, work hours, construction-duration limits, and written design-review decisions that apply to the lot.
  • Any prior survey, geotechnical report, drainage information, arborist work, utility records, septic records, environmental study, or neighborhood design rules.
  • Existing-house plans, permit numbers, inspection records, remodel history, and a simple photo set for a renovation.
  • The feasibility screen and its unresolved questions, with source links and dates.
  • A short photo collection of homes, rooms, materials, and details with a sentence explaining each choice. Include dislikes as well as likes.

7. Be clear about the help you need

Do not ask only whether the architect can get a permit. A permit package can intentionally leave many decisions to the owner, contractor, vendor, or a later consultant. Before comparing proposals, create a responsibility matrix showing who will design, select, document, coordinate, price, and approve each part of the project.

Use AIA's outline of basic architectural services as a vocabulary starting point, then rely on the signed agreement for the actual scope, deliverables, consultants, and exclusions.

Services and decisions to assign before comparing proposals
Service areaQuestions the proposal should answer
Feasibility and programmingWho verifies the site constraints, tests the program against the property, and turns household priorities into a written design brief?
Architecture and permit packageWhich design phases, drawings, schedules, specifications, renderings, code analysis, permit forms, and correction responses are included?
Structural, civil, and site specialistsWho recommends, contracts with, and coordinates the surveyor, structural and civil engineers, geotechnical engineer, arborist, landscape designer, and other site consultants?
Mechanical, electrical, and plumbingWho designs and documents HVAC, ventilation, plumbing, electrical service, outlets, switching, controls, low voltage, fire protection, and equipment locations? Is the work engineered, contractor-designed, or only coordinated on the architectural plans?
Interiors and finish selectionsWho develops interior layouts and selects flooring, tile, cabinets, counters, plumbing fixtures, appliances, hardware, colors, and other finishes? Are schedules, specifications, showroom visits, and procurement help included?
Stairs and custom detailsWho resolves stair geometry, railings, millwork, fireplaces, ceiling details, decorative walls, built-ins, and other features that need early architectural, structural, and trade coordination?
Lighting designWho designs fixture locations, lighting layers, decorative fixtures, daylight response, switching, dimming, controls, and the fixture schedule? Who checks the electrical plan against ceilings and millwork?
Cost and builder selectionWhen will estimates occur, who prepares them, who manages value decisions, and will the architect help interview builders, compare bids, and clarify the bid package?
PermittingWho submits the application, monitors reviewers, attends city meetings, coordinates consultant responses, updates every affected sheet, and resubmits corrections?
Construction supportAre site visits, submittal and shop-drawing review, requests for information, change review, payment review, punch lists, and help protecting the design intent included?

The architect may coordinate a specialist rather than personally design every system. That can be appropriate, especially for mechanical, electrical, plumbing, lighting, interiors, landscape, or custom fabrication. What matters is that the contract identifies the responsible party, the expected deliverable, the decision deadline, and who checks that the pieces agree.

A permit set is not automatically a complete construction or interior-design package. Leaving choices to a capable builder or vendor can save design fees, but it also shifts decisions, pricing risk, and coordination into construction. Make that tradeoff deliberately.

8. Check what your city requires in the permit plans

The architect's scope should reflect the jurisdiction and property, not a generic drawing checklist. Official pages can reveal whether the city expects early property research, intake screening, a topographic survey, tree information, drainage or right-of-way work, trade information, consultant reports, or a pre-application meeting.

Use Build Eastside's local homeowner guide directory to find more jurisdiction-specific zoning, tree, permit, and site guidance.

Official residential starting points by jurisdiction
JurisdictionWhat to review before defining the architect's scope
BellevueNew-house and large-addition requirements, including the coordinated architectural, survey, structural, civil, drainage, tree, energy, and site information that may apply.
KirklandThe single-family and duplex process, current checklist, property research, site-plan requirements, tree retention, grading, stormwater, utilities, and right-of-way work.
Mercer IslandThe substantial-residential intake process and current forms for the plan coversheet, site development, stormwater, trees, energy, fire area, and construction management.
MedinaThe current building, right-of-way, grading and drainage, tree, mechanical, and plumbing forms, plus any separate plan-submittal instructions confirmed with Development Services.
SeattleSDCI Tip 101 and the current path for a new residential dwelling, accessory dwelling, or substantial alteration, including required pre-application research and related reviews.

These pages are starting points, not promises that every listed item applies or that the list is complete. A particular lot can trigger additional tree, critical-area, shoreline, demolition, utility, fire, transportation, right-of-way, or land-use work. Check the current city page and confirm project-specific requirements before ordering reports or fixing the design scope.

9. Decide who will keep design costs grounded

Before comparing architect proposals, decide whether you expect to select a builder after the permit drawings, involve a builder or estimator during design, or use a design-build company. There is no single correct path, but the architect’s scope, independence, fee, and deliverables change with the delivery method.

  • If a builder joins early, ask what preconstruction services cost and what estimates or constructability reviews you will receive.
  • If several builders will bid later, ask how complete the bid package will be and who answers bidder questions.
  • If using design-build, confirm who employs the architect, who protects the design intent, and how price and scope decisions are documented.
  • Clarify whether the architect will help select the builder and whether construction-phase site visits and submittal review are included.

10. Give every architect the same information and questions

Send the same concise information to every firm so the proposals answer the same project. Mark confidential financial or property documents and share only what is necessary for the stage.

Once this packet is ready, use the custom-home architect comparison guide to interview and score firms using consistent evidence.

  1. One-page project summary with property, project type, goals, occupants, desired size range, target budget, hard ceiling, and timing goal.
  2. One-page brief with requirements, flexible preferences, bonuses, and the first things you would cut.
  3. Available property and feasibility information plus a clear list of unresolved site questions.
  4. A list of the services you expect, including feasibility, design, interiors, consultants, permits, pricing, builder selection, and construction support.
  5. The same interview questions, proposal due date, decision date, and requested references for every candidate.

Action plan

Prepare the same information for every architect

  1. 1

    Complete an early property and feasibility screen, keeping sourced facts separate from assumptions that still need city or professional verification.

  2. 2

    State whether near-term resale, long-term occupancy, or genuine uncertainty should guide the balance between broad appeal, deep personalization, market-supported spending, and lifecycle value.

  3. 3

    Write a one-page homeowner brief covering household routines, must-haves, cultural or spiritual requirements, site experience, performance goals, and first cuts.

  4. 4

    Set an all-in target budget and hard ceiling covering the house, site, utilities, consultants, permits, owner costs, and contingency.

  5. 5

    Identify the decision makers, timing constraints, response expectations, and the time your household can reliably contribute.

  6. 6

    Collect the title report and referenced easements, HOA documents, plat, survey, permits, prior reports, utility records, and photos without automatically commissioning unnecessary new work.

  7. 7

    Create a responsibility matrix for architecture, consultants, mechanical, electrical, plumbing, interiors, lighting, stairs and custom details, permitting, pricing, and construction support.

  8. 8

    Check the current residential starting page for the property's jurisdiction and decide when builder or estimating knowledge should enter the process.

Official resources

Useful links and contacts

Bellevue Maps and GISStart property research with official map tools, then verify material constraints with the city and the right professionals.Bellevue residential site planSee the site information Bellevue expects a residential permit plan to coordinate.Bellevue new-house permit requirementsPreview the coordinated drawings, surveys, reports, and specialists a new house may require.Bellevue predevelopment servicesAsk focused city questions when an early property screen leaves consequential issues unresolved.Kirkland single-family and duplex processKirkland's property research, pre-submittal, application, review, and inspection path with current residential checklists.Mercer Island substantial residential projectsThe official intake and pre-application starting point for new houses, demo and rebuild projects, large additions, stormwater work, and critical-area impacts.Medina permit formsCurrent city forms for building, grading and drainage, right-of-way, trees, and trade permits.Seattle SDCI Tip 101Seattle's current guide to residential dwelling permits, including new homes, accessory dwellings, and substantial alterations or additions.AIA: Before you begin your projectHomeowner questions about needs, budget, schedule, decision making, and selecting a team.AIA basic architectural servicesCommon design phases and sample deliverables to help define a responsibility matrix; the signed agreement controls the actual scope.2025 NAR Remodeling Impact ReportNational estimates comparing homeowner satisfaction and resale cost recovery for common improvements; local value can differ.ENERGY STAR resale value researchResearch showing why documented energy performance can have market value as well as comfort and operating-cost benefits.