ACCESSORY DWELLING PLANNING CHECKLIST

Use a project reference. Keep private resident, medical and financial records
in the appropriate protected file. Record answers, sources and unresolved items.
This organizer is not a permit, approved plan, inspection, medical-care plan
or investment recommendation.

Project reference:
Date checked:
Responsible project reviewer:

1. DWELLING AND GOALS
Actual structure classification and intended use:
Resident-led housing, privacy, location and support preferences:
Alternative housing arrangement to compare:
Separate care or support responsibilities, availability and cost:

2. AUTHORITY AND APPROVALS
Responsible state/local authorities and current written requirements:
Site, design, use, rental-term and association-law questions:
Required plans, permits, inspections and occupancy approval:
Water, drainage, sewer/septic, energy and other connection review:
Unresolved condition, responsible person and next step:

3. BUILD OPTION
New construction, conversion or exact factory-built classification:
Complete scope; site, foundation, delivery and installation responsibilities:
Excluded work, qualifications, approvals, changes and warranty:
Resident access review and required modifications:
Actual technology functions, consent, privacy, response and outage plans:

4. COST
List each amount with its quote/source date and included scope.
Design, surveys and professional review:
Site preparation and foundation:
Unit/construction and alterations:
Transport, lifting equipment and installation:
Utility connections and site restoration:
Permits, inspections and required access work:
Contingency and schedule assumptions:
Recurring maintenance, utilities, insurance, taxes and financing:
Separate optional care, support and technology charges:
Verified assistance, eligibility and covered costs:
For a rental: current rent evidence, vacancy and operating-cost assumptions:
Cost-overrun or lower-income scenario and alternative arrangement:

5. TENANCY AND COMPLETION
Verified listing features and lawful application-review process:
Agreement, occupants, shared areas, utilities, access and maintenance:
Final required approvals and condition record:
Completed repairs, keys, alarms and operating instructions:
Resident confirmation of agreed usable features:
Records saved, outstanding work and follow-up date:

A product label, cost estimate or completed delivery does not establish
approval to occupy, accessibility, staffed care or a guaranteed financial result.