Selections & Procurement Process

Our Selections & Procurement Process

To keep projects organized, transparent, and efficient, we follow a structured selection and procurement process. This ensures all decisions, budgets, and orders are clearly tracked and accessible to everyone involved, including you and the contractor, at every stage.

Selection Process

Allowance Spreadsheet

We begin by creating a detailed allowance spreadsheet that serves as the financial backbone for all selections.

The main summary page outlines overall allowances.
Individual tabs are organized by category (e.g., paint, electrical, plumbing fixtures, hardware, furniture, etc.).
Each tab lists every required selection within that category.
This spreadsheet is shared with you and the General Contractor so it can be referenced easily throughout all phases of the project.

As selections are finalized, this spreadsheet is continuously updated to reflect approvals and budget alignment.

Houzz Project Dashboard

Your personalized Houzz Project Dashboard is the central hub for your project.

All selections, proposals, invoices, receipts, and documents are stored here.
We create selection boards organized by area or category to correspond directly with the allowance spreadsheet.
Each selection includes photos, product details, and our designer-discounted pricing when available.
You can approve, decline, or comment directly on each item, keeping all communication streamlined and documented in one place.

Selection Presentation (PDF)

Alongside the Houzz selection boards, you’ll receive a curated selection presentation in PDF form.

The presentation clearly outlines all required selections.
Typically includes 2–3 thoughtfully chosen options per item with pricing.
Some items (such as custom upholstery, tabletops, or specialty finishes) require coordination with vendors or representatives, so pricing may be updated as information is received.
As selections are approved, we update the allowance spreadsheet to ensure everything remains aligned and transparent.

Procurement & Ordering Process

Proposals/Estimates

Once selections are approved, we move into procurement.

Items are grouped into proposals by retailer or vendor.
For example, if four items are from WebstaurantStore and one item is from Dominion Lighting, you will receive two separate proposals.
Each proposal includes designer-discounted pricing (where applicable), tax, and shipping.
Proposals are sent to you for review and approval prior to ordering.

Invoices & Ordering

After the first proposal is approved:

We collect a credit card on file to be used only for approved proposal orders.
This allows us to place orders on your behalf and apply designer discounts—there are no hidden fees.
Once an order is placed, the approved proposal is converted into a paid invoice.
Receipts and order confirmations are uploaded directly to your Houzz Project Dashboard for easy reference.

Delivery Spreadsheet

After orders are placed, we create a live delivery tracking spreadsheet.

This spreadsheet lists all ordered items and their delivery status.
It is shared with you and the General Contractor to ensure clear, real-time communication.
This helps coordinate deliveries, installations, and site readiness efficiently.

All Photos are For Example Purposes Only