Update the home record with addition documentation

What goes in the record

The complete addition documentation:

• PP&D permit set — the issued plans and structural drawings.
• Certificate of Occupancy — the legal document.
• Sub-permit finals — electrical, plumbing, mechanical sign-offs.
• Structural engineer's letter — confirmation that the as-built work matches the stamped drawings.
• Energy compliance — REScheck or prescriptive summary, blower-door and duct-test results.
• Asbestos clearance (if abatement happened) — DEQ paperwork.
• Lead RRP records (if applicable) — EPA-required documentation.
• Survey — the boundary and topographic survey.
• Geotech report (if obtained).
• Construction photos — milestone shots, especially in-wall photos before drywall (where pipes, wires, and structure are visible — invaluable for future repairs).
• GC contract and warranty paperwork.
• Lien waivers — final unconditional waivers from GC and every sub.
• Sub list — names, license numbers, contact info for every trade who worked on the project.
• Equipment manuals and warranties — HVAC, water heater, appliances.
• Allowance true-up record — what was selected for each allowance line, what it cost.

Why this matters

Three audiences will eventually want this record:

1. Future you. When you re-roof in 12 years, you'll want to know what the roof structure looks like. When a faucet leaks, you'll want to know which sub installed it. When the HVAC needs warranty service, you'll want the paperwork.
2. A buyer. When you sell — even 20 years from now — buyers and their inspectors will ask whether the addition was permitted. The CofO and the permit set are the answer.
3. Your insurer. Major additions often trigger policy reviews. The CofO confirms the work was permitted; the as-built square footage updates the policy limits.

Where to keep it

Two copies, both digital:

• Cloud storage (Google Drive, Dropbox, etc.) in a clearly named folder with sub-folders by document type.
• Local backup on an external drive or family NAS.

Paper-only home records are how documentation gets lost in moves, fires, and basement floods. Go digital, with a clear folder structure that someone other than you can navigate.

A note on what HomePlan stores

HomePlan's home record (Phase 2+ feature) is designed to hold exactly this set of documents — event-sourced, permanent, attached to the physical address rather than the account. For now, organize it yourself with a date-stamped folder structure and you'll be ready when the platform feature lands.