RHDP17
Richard Haro Drafting & Planning
Client Process Hub
Client Journey

Your Path from
Vision to Permit

“Peace and prosperity through architecture.”

Ordered Steps — Complete in Sequence
1
Client Intake
Form 001  ·  First point of contact

Capture your name, property address, project type, and scope of work so the RHDP17 team can open your file and confirm the right service path before any design work begins.

✍️ E-sign ready 🗂️ Auto-filed to client folder
2
Customer Onboarding
Welcome packet  ·  Full client profile

Complete your detailed client profile — contact information, project vision, existing conditions, timeline, and communication preferences — so the firm can assign the right draftsperson and open your project portal.

✍️ E-sign ready 🗂️ Auto-filed to client folder
3
Design Binder & Selection Board
Existing conditions · Vision · Materials · Fee schedule

Document existing site conditions, articulate your design vision, make material selections (flooring, countertops, cabinetry, exterior, bathrooms, paint, appliances), and sign the Authorization to Proceed. The RHDP17 fee schedule and project timeline are embedded.

✍️ E-sign ready 📸 Proof to clear 🔒 Costs hidden
4
Operations Forms 3–7
Subcontractors · Milestones · Admin · Commercial · Takeoff

Five-form bundle covering: (3) Subcontractor Contract & Onboarding, (4) Milestone Completion & Proof of Work, (5) Residential Construction Admin Log, (6) Commercial Project Intake, and (7) Material Takeoff Calculator. Complete the relevant forms as the project advances through each phase.

📸 Proof to clear ✍️ E-sign ready 🗂️ Auto-filed to client folder
5
Premium Material Selection Board
Pricing guide · Grants & financing · Budget summary

Explore premium-tier material options across kitchen, bathrooms, flooring, energy & exterior, interior finishes, and outdoor — with real installed pricing. Review available grants (CalHFA ADU Grant 2026) and build your preliminary budget before construction documents are drafted.

🔒 Costs hidden 📸 Proof to clear
6
Credit Card Authorization
Payment authorization · Retainer & milestone billing

Authorize RHDP17 to process retainer and milestone payments to your card on file. Required before construction documents are released. Print, sign, and return a copy to your project manager for the client packet.

✍️ E-sign ready 🔐 Secure payment form
Upcoming Milestones
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Step 7 — Invoice & Milestone Reviews
Each project phase concludes with a milestone invoice. Payment is released only after physical proof of work is submitted and cleared — photos, inspection sign-offs, or field reports per Form 4. Your project manager will share milestone invoices directly through the RHDP17 client portal as phases are completed.
📸 Proof to clear before payment releases 🗂️ Auto-filed to client folder
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Step 8 — Project Completion & Permit Close-Out
Final signed drawings are delivered, permit set is submitted to the jurisdiction, and your RHDP17 project file is archived. Certificate of Occupancy or equivalent sign-off marks the official close of your project.
✅ Permit submitted 📦 File archived 🏆 Project complete