Re:Corporate

Hiring a Designer for the First Time? The Four Lines That Decided How the Job Went

A first-time client's garage conversion, and the four lines in the scope of work that settled deliverables, revisions, plan review and exclusions before anyone measured anything.

A printed set of architectural drawings for a small garage conversion spread across a kitchen table, with a professional's stamp visible on the cover sheet,...
Enclosure:A printed set of architectural drawings for a small garage conversion spread across a kitchen table, with a professional's stamp visible on the cover sheet,...

The client had never hired a design professional before, and she came to it the way most people do, with a house problem rather than a services problem. The detached garage behind a 1940s bungalow was going to become a home office with a half bath, which meant a permit, which meant stamped drawings, which meant hiring somebody licensed to produce them. She called five firms over two weeks. Three did not call back, one said the calendar was full until the following spring, and one said yes on the first call.

The job, and what the first proposal actually said

The proposal from the firm that said yes ran to a page and a half, and most of it was boilerplate about billing cycles and mileage. The part describing the work was two sentences long: prepare construction documents for the conversion of the existing detached garage, and assist with permitting. That is a description of a subject, not a description of a deliverable, and a first-time client has no way to feel the difference. She sent it to a friend who had been through a remodel, and the friend asked one question that reorganized the whole conversation: how many sheets, and stamped by whom?

Nobody had said. The firm's answer, when asked, was reasonable and specific: a cover sheet with code data, a site plan, existing and proposed floor plans, one building section, a wall type detail, and an electrical plan, with the structural sheet produced by an outside engineer under a separate agreement. That last clause mattered more than any of the others. The engineer was a second contract, a second schedule, and a second person who could be booked solid in a busy season. It came out only because somebody counted the sheets.

What this same hiring looked like ten years ago

Ten years back, the transaction was slower and more physical, and the slowness did some of the work a written scope does now. You met at the property because there was no other way to show anyone the site, you left with a marked-up print, and the deliverable was a set of paper sheets you carried to a counter downtown where a plans examiner wrote comments in pencil. Revisions were expensive to produce, so both sides talked them through before anything was drawn. The scope of work was thin, but the process had friction in it, and friction surfaced assumptions.

Almost every piece of that friction has since been removed. Existing conditions get captured with a laser measure and a phone walkthrough, the set is a PDF, submission happens through an online permit portal, and the plans examiner's comments arrive as a numbered list in an email. Drafting is faster and often handled by staff the client never meets. Signatures are electronic. None of this is worse work, and in several respects it is plainly better, but the assumptions that used to get talked out on a driveway now have nowhere to surface except the document, which is why the document has to carry more.

The market has changed underneath that too. The firms with reputations are scheduling months out, which means the scarce thing is not the drawing, it is the week in which the drawing gets made. Ten years ago a scope of work described what. Now it has to describe what and when, because a set delivered after your contractor's window closes is a set you paid for and cannot use. Milestone dates belong in the same paragraph as deliverables, not in a separate email thread.

The four lines that did the work

The revised proposal she signed differed from the first one in four places. The first was the deliverable list, written out sheet by sheet, with the file formats named: a stamped PDF set for submission, and a native CAD file released at close-out. That second item costs a firm nothing and saves a client real money later, because the next professional who touches the building does not have to remeasure the whole structure. Ask for it while you have leverage, which is before signing, not after the final invoice has cleared.

The second was revisions. The agreement said two rounds of client-directed revisions were included at the design development stage, and that changes requested after the permit set was issued would be billed hourly at a stated rate. This is not a firm protecting itself from a difficult client. It is a firm telling a first-time client, in advance, which day of the calendar is the last cheap day to change her mind about where the bathroom door swings. She moved the door on that day, and it cost nothing.

The third line covered plan review. The original phrase, assist with permitting, could mean uploading a file or it could mean three rounds of correspondence with an examiner about egress and window wells. The revised version said that responses to the first two rounds of plan review comments were included, and that anything beyond that, or any redesign prompted by a code interpretation the firm had flagged in writing, would be additional. That is the line most first-timers do not know to ask about, and it is the one that decides whether permitting feels like a service or a surprise.

The fourth was exclusions, and it was the longest. Not included: a boundary survey, soils testing, energy compliance forms, interior finish selection, construction observation, and the structural engineer's fee. Reading a list of things you are not buying is uncomfortable, and it is the single most useful paragraph in the agreement, because it converts a vague sense of full service into a short list of gaps you can go price. She priced them. Two were unnecessary, one was cheap, and the survey she scheduled early enough that it never held anything up.

Reading an instant yes when the good ones are booked

An immediate yes in a busy season is information, though not always bad news. Sometimes a job canceled, sometimes the firm wants a small project to fill a gap between two large ones, and sometimes the small project is exactly the size the firm prefers and nobody else wants. What you are testing for is whether the yes came with specifics attached. A firm that can tell you, on the first call, which weeks it would draw in and which sheets it would produce is a firm with a real calendar. A yes with no dates and no sheet count usually means someone is holding your project against a schedule that has not been made yet.

The Federal Trade Commission oversees how services are described and sold to consumers, and the practical version of that for a homeowner is simpler than any rule: what a provider will not put in writing before the work starts is not part of what you bought. That applies as much to a delivery date as it does to a sheet count. Asking for both in an email, and getting both back in an email, takes an afternoon and costs nothing.

Her set came in on the promised week, went through plan review with one round of comments about the bathroom vent, and the garage was framed out by fall. The scope she signed was three pages instead of one and a half, and the extra page and a half was almost entirely a list of things the firm was not doing. That was the useful part.

Yours,

Louisa Thornbury

Louisa writes about finding the right person when everyone is busy.