Project plan
A dependency-led task plan from the first project brief through City approval, final cost agreement, permit issuance, and the builder’s notice to proceed.
Blocked by identifies the task that must finish before the next one can start. Each row has one accountable owner and one tangible deliverable.
Project foundation
| ID | Task | Accountable | Deliverable | Blocked by | Status |
|---|---|---|---|---|---|
| P01 | Write the design brief. | Owner | Goals, non-negotiables, requested work, exclusions. | — | Not started |
| P02 | Set the target budget. | Owner | Maximum all-in budget; separate preconstruction and construction contingency. | P01 | Not started |
| P03 | Assemble the property record. | Owner | Plans, permits, City records, photographs, prior correspondence, known defects. | P02 | Not started |
| P04 | Engage the architect. | Owner | Signed agreement defining design, coordination, submission, and construction-administration scope. | P03 | Not started |
Existing conditions and historic direction
| ID | Task | Accountable | Deliverable | Blocked by | Status |
|---|---|---|---|---|---|
| B01 | Measure and document the house. | Architect | Measured as-built plan; floor elevations; roof, window, skylight, and utility record. | P04 | Not started |
| B02 | Identify construction risks. | Architect | Existing-condition risk log: floor, roof, framing, plumbing, electrical, and access. | B01 | Not started |
| B03 | Engage an independent historian. | Owner | Limited engagement for evidence and fabric review; no City-side conflict. | B02 | Not started |
| B04 | Establish the historic baseline. | Historian | Inventory of original, altered, missing, uncertain, and character-defining elements. | B03 | Not started |
| B05 | Choose the historic strategy. | Owner | Written direction: pursue removal, design for consistency, or keep both options open. | B04 | Not started |
Concept and budget test
| ID | Task | Accountable | Deliverable | Blocked by | Status |
|---|---|---|---|---|---|
| C01 | Develop design options. | Architect | Schematic plans and exterior approach for the preferred suite, bathroom, roof, windows, skylights, and additions. | B05 | Not started |
| C02 | Select a preferred concept. | Owner | One concept authorized for review. | C01 | Not started |
| C03 | Review the preferred concept. | Historian | Historic-impact memo identifying constraints, risks, and recommended changes. | C02 | Not started |
| C04 | Revise the concept. | Architect | One coordinated, historically informed schematic plan. | C03 | Not started |
| C05 | Engage builder for preconstruction. | Owner | Builder preconstruction agreement or written pricing scope. | C04 | Not started |
| C06 | Complete builder site walk. | Builder | Constructability log, site-access notes, utility concerns, and missing-information list. | C05 | Not started |
| C07 | Prepare preliminary cost plan. | Builder | Early line-item budget, allowances, exclusions, contingency, and schedule range. | C06 | Not started |
| C08 | Accept, reduce, or revise scope to budget. | Owner | Written budget decision and authorization to proceed. | C07 | Not started |
Permit design and City submission
| ID | Task | Accountable | Deliverable | Blocked by | Status |
|---|---|---|---|---|---|
| D01 | Make major owner selections. | Owner | Fixture direction; window, skylight, roof, door, and finish budget decisions. | C08 | Not started |
| D02 | Define consultant scopes. | Architect | Structural, plumbing, electrical, energy, and other consultant requirements. | D01 | Not started |
| D03 | Develop permit-ready drawings. | Architect | Plans, elevations, sections, site plan, roof/skylight details, window details, and specifications. | D02 | Not started |
| D04 | Prepare historic submittal material. | Historian | Historic analysis, consistency input, or peer-review material required for the chosen path. | D03 | Not started |
| D05 | Review the permit-ready set. | Builder | Constructability review, revised estimate, and unresolved-items register. | D03 | Not started |
| D06 | Resolve design, historic, and cost gaps. | Architect | One coordinated City-submittal set. | D04, D05 | Not started |
| D07 | Authorize submission. | Owner | Signed application authorization and approved fee exposure. | D06 | Not started |
| D08 | Submit the City package. | Architect | Complete Design Study, planning, historic, and permit application package. | D07 | Not started |
City review and final cost
| ID | Task | Accountable | Deliverable | Blocked by | Status |
|---|---|---|---|---|---|
| E01 | Receive completeness comments. | City | Completeness determination and comment list. | D08 | Not started |
| E02 | Respond to planning and technical comments. | Architect | Revised plans and written responses. | E01 | Not started |
| E03 | Respond to historic comments. | Historian | Response memo or revised historic material, if required. | E01 | Not started |
| E04 | Resubmit the coordinated package. | Architect | Final revised City package. | E02, E03 | Not started |
| E05 | Receive planning and historic decision. | City | Approval, conditions, or a new revision request. | E04 | Not started |
| E06 | Incorporate approval conditions. | Architect | Approved-for-permit / construction drawing set. | E05 | Not started |
| E07 | Perform final builder takeoff. | Builder | Final itemized proposal based on the approved scope. | E06 | Not started |
| E08 | Lock selections and allowances. | Owner | Signed selection schedule and accepted allowances. | E07 | Not started |
| E09 | Issue final contract proposal. | Builder | Fixed price or GMP, schedule, payment schedule, exclusions, contingency, and change-order rules. | E08 | Not started |
| E10 | Approve and sign construction contract. | Owner + Builder | Executed construction agreement. | E09 | Not started |
Ready to mobilize
| ID | Task | Accountable | Deliverable | Blocked by | Status |
|---|---|---|---|---|---|
| F01 | Obtain the building permit. | Architect / Builder | Issued building permit and approved construction documents. | E06, E10 | Not started |
| F02 | Prepare to mobilize. | Builder | Site-protection plan, insurance, procurement schedule, subcontractor plan, and start date. | F01 | Not started |
| F03 | Issue notice to proceed. | Owner | Written authorization for the builder to begin work. | F02 | Not started |