Sources checked

Resolve feasibility before locking the design
Prepare a written household brief and identify the site. Establish the intended use and home category with the responsible authorities. Investigate services, access and ground conditions. Collect early site and transport quotes alongside the home price. Record the issues that could change the project before paying for a final design.
Create a responsibility map: owner, designer, builder, site contractor, system installer, transport provider and reviewing authority. Assign every task to a named party. If nobody owns connection approvals or delivery access, that gap becomes your problem at the least convenient moment.
Prepare the complete design and procurement record
- Dimensioned plans, sections, details and the current drawing register.
- Required site-specific design and structural review.
- Exact appliance and equipment specifications with installation instructions.
- Electrical, plumbing, ventilation and service-access arrangements.
- Materials and finish schedule with substitution procedure.
- Contract, payment milestones, change process and warranty responsibilities.
Keep drawings and equipment choices coordinated. A larger water heater can affect cabinetry, weight and electrical demand. Review such interactions before ordering components, not after they arrive. Request a documented process for changes so the workshop, owner and installer use the same revision.
Check the hidden work before it is covered
| Stage | Evidence to retain | Who confirms |
|---|---|---|
| Supports or foundation | Applicable design, site work and inspection records | Responsible professional and authority |
| Structure and enclosure | Work records, specified materials and required inspections | Builder and relevant reviewer |
| Services before concealment | Installation and test records, photographs and access locations | Qualified installers |
| Moisture detailing | Window/roof interfaces and water-prone areas | Designer/builder |
| Transport preparation | Actual dimensions, weight and securing instructions | Builder and mover |
Photographs are useful for locating future service work but do not replace an inspection or test. Ask the builder how an independent review fits into the schedule. Agree the correction process before work proceeds beyond the stage that can be assessed.
Coordinate site completion with the home
Site work and the workshop build may run in parallel, but delivery depends on completed access, supports and service readiness. Confirm dimensions and positions against the current drawings. Schedule inspections, providers and the installer with a realistic margin. Establish who can postpone delivery if the site is unsuitable.
Keep a delivery-day plan covering arrival contact, unloading method, temporary protection, final positioning, connection and the first inspection of the installed home. Record any damage or incomplete work with agreed follow-up responsibilities. Avoid treating placement as the end of the project.
Make handover a working demonstration
- Keys, controls, isolation points and emergency procedures demonstrated.
- Equipment manuals, model/serial records and service contacts supplied.
- Required approvals, inspection evidence and test reports filed.
- Maintenance schedule for roof, enclosure, systems and transport components supplied.
- Warranty scope, claim route and installation responsibilities clear.
- A written list of outstanding work with owner and target date.
Run the daily systems in the installed configuration and ask questions while the responsible people are available. Check doors, drawers, fixtures and equipment against the specification. Keep transport documentation separate from occupancy evidence, because they establish different things.
Use the checklist as a live record
Mark each item complete, pending or not applicable, with supporting evidence. Keep open issues in one place rather than scattering them through messages. Before each payment or stage decision, compare the record with the agreement. The result is a traceable project that another professional can understand if a problem or change arises.
Sources & further reading
Official guidance and original source material used for the factual points in this guide. Planning examples and worksheets are our own illustrations.
- Oregon Building Codes Division: current residential code adoption — Oregon only; includes the October 2026 transition dates.
- U.S. Department of Energy: whole-house ventilation
- U.S. EPA: moisture control guidance for buildings
Checked 8 October 2026. Location-specific rules, availability and product specifications can change. Suggest a correction.
