| Building Code Compliance | Confirm that the design, structural system, electrical work, plumbing, fire safety, and installation method comply with the codes adopted by the local authority. | Current locally adopted residential code, zoning rules, wind and snow-load requirements, seismic provisions, and flood-zone requirements where applicable. | Stamped drawings, structural calculations, product approvals, permit documents, inspection records, and certificate of occupancy. | Reduces the risk of redesign, failed inspections, delayed occupancy, unsafe conditions, and costly retrofits. | Essential |
| Foundation and Site Compatibility | Check whether the proposed house is compatible with the site soil, slope, drainage, utility access, transport route, and foundation type. | A site-specific survey and geotechnical review before final pricing; foundation design must match soil bearing capacity and local frost depth. | Survey, soil report, grading plan, drainage plan, utility plan, transportation study, and foundation engineering. | Prevents settlement, moisture intrusion, cracking, unexpected excavation, and change orders. | Essential |
| Air-Tightness | Determine how well the building envelope limits uncontrolled air leakage. | A blower-door test should be performed after air-sealing and preferably again at completion. A lower ACH50 value indicates a tighter envelope; high-performance homes commonly target approximately 1.5–3.0 ACH50, subject to ventilation requirements. | Independent blower-door test report, air-sealing checklist, and ventilation commissioning record. | Lower heating and cooling losses, fewer drafts, and reduced moisture-related risks. | High |
| Insulation Performance | Verify insulation type, thickness, continuity, installation quality, and thermal-bridge treatment. | Minimum R-values and assembly U-factors must meet the locally adopted energy code. Actual requirements vary by climate zone and assembly. | Energy-code compliance report, insulation certificates, photographs before enclosure, and infrared inspection where available. | Improves comfort and can reduce heating and cooling demand over the building’s service life. | High |
| Windows and Solar Control | Review window U-factor, solar heat-gain coefficient, air leakage, orientation, shading, and installation flashing. | Use performance values appropriate to the local climate zone; low-e glazing and correctly designed exterior shading are common energy-efficiency measures. | NFRC-style performance labels where applicable, window schedule, flashing details, and installation inspection. | Affects overheating, condensation, glare, comfort, and cooling costs. | High |
| Heating, Cooling, and Ventilation | Confirm equipment sizing, efficiency ratings, duct sealing, filtration, and whole-house ventilation. | Equipment should be sized from a room-by-room heat-loss and heat-gain calculation rather than floor area alone. Mechanical ventilation must meet the applicable residential ventilation standard or code. | Load calculation, equipment schedule, commissioning report, duct-leakage test, airflow measurements, and filter specification. | Correct sizing improves efficiency, humidity control, comfort, and equipment life. | High |
| Energy Cost Transparency | Compare predicted energy use using the same floor area, climate, occupancy assumptions, utility rates, and operating schedule. | Request an energy model showing annual heating, cooling, water-heating, lighting, and appliance energy separately; avoid relying only on estimated monthly bills. | Energy-model input report, assumptions, modeled annual energy use, and post-occupancy verification method. | Makes different designs easier to compare and exposes expensive efficiency claims that are not independently supported. | High |
| Warranty Coverage | Separate structural, water-intrusion, systems, appliances, finishes, and workmanship coverage. | Many residential contracts use different coverage periods by component, commonly about 1 year for workmanship, 2 years for some systems, and longer structural coverage; the written contract controls. | Full warranty document, exclusions, claim deadlines, transfer terms, response times, dispute process, and proof of insurance or bonding where applicable. | Clear terms reduce disputes and unexpected repair costs after handover. | Essential |
| Moisture Management | Inspect roof drainage, wall flashing, window detailing, foundation drainage, vapor-control strategy, and bathroom exhaust. | Water should be directed away from the structure through properly lapped flashing, gutters, downspouts, site grading, and foundation drainage. | Envelope details, drainage plan, water-resistive-barrier inspection, roof inspection, and moisture readings where needed. | Reduces mold, rot, corrosion, interior damage, and premature replacement of finishes. | Essential |
| Routine Maintenance Plan | Identify maintenance tasks, intervals, responsible parties, and access requirements for every major component. | Typical tasks include HVAC filter replacement every 1–3 months depending on filter and use, annual HVAC servicing, regular gutter cleaning, and periodic roof, sealant, and drainage inspections. | Owner’s manual, maintenance calendar, equipment manuals, spare-parts list, and service-access diagrams. | Regular maintenance protects warranties and extends the life of equipment and finishes. | High |
| Replacement and Serviceability | Check whether components can be repaired or replaced using commonly available parts and local contractors. | Prefer standardized components, accessible shutoff valves, service panels, replaceable filters, and documented part numbers. | Parts schedule, service clearances, equipment model numbers, supplier information, and replacement procedures. | Lower labor delays and fewer premature whole-system replacements. | High |
| Total Cost of Ownership | Compare purchase price, site work, utility connection, transport, installation, permits, energy, insurance, maintenance, and expected replacement costs. | Use a 10–30 year spreadsheet with clearly stated assumptions, inflation rates, energy prices, maintenance intervals, and replacement dates. | Itemized quotation, allowances, lifecycle-cost worksheet, maintenance schedule, and written change-order procedure. | Reveals whether a lower initial price is offset by higher site, energy, repair, or replacement costs. | Essential |