PRIVATE CALGARY HOME RENOVATION PROJECT-CONTROL EVIDENCE BOARD CalgaryRealEstateTips.ca working worksheet Last reviewed: July 19, 2026 PURPOSE Exact property legal owner authority occupancy project goal hold period stage first fixed date and success definition; title condo tenancy suite heritage easement shared-wall and access context; existing plans measurements permit and inspection history systems condition photos and property baseline; active leak moisture envelope structure electrical plumbing gas HVAC drainage hazardous-material end-of-life and safety investigations; coordinated drawings dimensions room and system scope performance requirements quantities product and finish specifications allowances owner-supplied items demolition protection exclusions testing and acceptance criteria; City development building electrical plumbing gas HVAC fire suite exterior street-use tree and other permit path applicant permit holder application number revisions inspection stages expiry and closeout; contractor legal business payee people Calgary business and trade licences Alberta prepaid-contract status where applicable liability insurance WCB clearance qualifications key staff subcontractors comparable references current capacity supervision and complaint questions; complete contract parties property drawings schedules price tax allowances start completion milestones permits inspections access utilities protection cleanup subcontracting insurance safety changes delays suspension termination dispute warranty records lien and payment terms; design investigation permit engineering construction allowance escalation demolition temporary work moving storage housing utility financing insurance condo tax contingency deficiency and untouched-reserve low-base-high budget; cash mortgage HELOC draw appraisal lender insurer vacancy occupancy grant incentive accessibility rental tax and failed-funding evidence; deposit refund proper invoice milestone work material payment WCB holdback construction-lien notice dispute and final-release questions for legal advice; critical path decisions permits procurement demolition rough-ins inspections enclosure finishes commissioning deficiencies closeout long-lead products access weather condo hours utility outage delay notice and recovery dates; occupied-home barriers dust air hazardous work utilities heat water sanitation exits access security children pets accessibility work school temporary kitchen bathroom relocation and return rules; product manufacturer model colour size quantity source allowance ownership order payment delivery inspection storage damage return warranty and approved substitution register; discovery option recommendation scope drawing specification price tax allowance credit schedule permit funding insurance warranty and signed change-order log; rough-in open-wall photos tests municipal inspections designer engineer trade manufacturer and owner quality hold points outcomes deficiencies corrections and reinspections; decision authority meeting minutes daily or weekly site logs notices photographs privacy and approved secure-channel rules; completion definition substantial completion deficiency hold point final permit and inspection outcomes manuals models serial numbers commissioning warranties releases invoices payment proof WCB lien and holdback closeout; condo board bylaws common property deposits elevators hours noise waste parking access protection exterior structure party wall trees shared services neighbour notices and disputed responsibility; lifestyle function energy accessibility rental sale-preparation or other outcome cost hold period appraisal neighbourhood buyer support over-improvement insurance refinancing listing representation disclosure and future buyer file; scope reduction delayed phase replacement contractor safe housing cash reserve sale as-is and no-project fallback; task evidence owner source date due date status consequence stop gate next update and private-record location. Use this worksheet to collect property-specific evidence and make the next decision visible. It is an educational planning aid, not legal, tax, lending, appraisal, engineering, inspection, insurance, condo-document, or other professional advice. DECISION CONTEXT Name(s): ________________________________________________ Property / community / search area: _______________________ Property type: ___________________________________________ Budget, price, or value range: _____________________________ Decision to make: _________________________________________ Deadline and reason: ______________________________________ Primary goal: _____________________________________________ What would make me pause or walk away? ____________________ TOPIC EVIDENCE [ ] Exact property legal owner authority occupancy project goal hold period stage first fixed date and success definition: ________________________________________________ [ ] Title condo tenancy suite heritage easement shared-wall and access context: ________________________________________________ [ ] Existing plans measurements permit and inspection history systems condition photos and property baseline: ________________________________________________ [ ] Active leak moisture envelope structure electrical plumbing gas HVAC drainage hazardous-material end-of-life and safety investigations: ________________________________________________ [ ] Coordinated drawings dimensions room and system scope performance requirements quantities product and finish specifications allowances owner-supplied items demolition protection exclusions testing and acceptance criteria: ________________________________________________ [ ] City development building electrical plumbing gas HVAC fire suite exterior street-use tree and other permit path applicant permit holder application number revisions inspection stages expiry and closeout: ________________________________________________ [ ] Contractor legal business payee people Calgary business and trade licences Alberta prepaid-contract status where applicable liability insurance WCB clearance qualifications key staff subcontractors comparable references current capacity supervision and complaint questions: ________________________________________________ [ ] Complete contract parties property drawings schedules price tax allowances start completion milestones permits inspections access utilities protection cleanup subcontracting insurance safety changes delays suspension termination dispute warranty records lien and payment terms: ________________________________________________ [ ] Design investigation permit engineering construction allowance escalation demolition temporary work moving storage housing utility financing insurance condo tax contingency deficiency and untouched-reserve low-base-high budget: ________________________________________________ [ ] Cash mortgage HELOC draw appraisal lender insurer vacancy occupancy grant incentive accessibility rental tax and failed-funding evidence: ________________________________________________ [ ] Deposit refund proper invoice milestone work material payment WCB holdback construction-lien notice dispute and final-release questions for legal advice: ________________________________________________ [ ] Critical path decisions permits procurement demolition rough-ins inspections enclosure finishes commissioning deficiencies closeout long-lead products access weather condo hours utility outage delay notice and recovery dates: ________________________________________________ [ ] Occupied-home barriers dust air hazardous work utilities heat water sanitation exits access security children pets accessibility work school temporary kitchen bathroom relocation and return rules: ________________________________________________ [ ] Product manufacturer model colour size quantity source allowance ownership order payment delivery inspection storage damage return warranty and approved substitution register: ________________________________________________ [ ] Discovery option recommendation scope drawing specification price tax allowance credit schedule permit funding insurance warranty and signed change-order log: ________________________________________________ [ ] Rough-in open-wall photos tests municipal inspections designer engineer trade manufacturer and owner quality hold points outcomes deficiencies corrections and reinspections: ________________________________________________ [ ] Decision authority meeting minutes daily or weekly site logs notices photographs privacy and approved secure-channel rules: ________________________________________________ [ ] Completion definition substantial completion deficiency hold point final permit and inspection outcomes manuals models serial numbers commissioning warranties releases invoices payment proof WCB lien and holdback closeout: ________________________________________________ [ ] Condo board bylaws common property deposits elevators hours noise waste parking access protection exterior structure party wall trees shared services neighbour notices and disputed responsibility: ________________________________________________ [ ] Lifestyle function energy accessibility rental sale-preparation or other outcome cost hold period appraisal neighbourhood buyer support over-improvement insurance refinancing listing representation disclosure and future buyer file: ________________________________________________ [ ] Scope reduction delayed phase replacement contractor safe housing cash reserve sale as-is and no-project fallback: ________________________________________________ [ ] Task evidence owner source date due date status consequence stop gate next update and private-record location: ________________________________________________ CALGARY VERIFICATION CONTROL [ ] Property address, community, property type, and decision deadline are recorded. [ ] Budget, price or value range, monthly comfort, and cash reserve are separated. [ ] Current source dates and geography are written beside every market or rule-based claim. [ ] Relevant active alternatives and recent comparable transactions are identified. [ ] Financing, appraisal, insurance, legal, tax, inspection, condo, permit, or specialist questions have an assigned owner. [ ] Documents are saved in one folder with missing items and follow-up dates visible. [ ] The most expensive plausible downside has a cost range and funding plan. [ ] A credible backup property, community, timing, or transaction path is named. [ ] The walk-away or pause rule is written before urgency increases. [ ] The next review date and the evidence that would change the decision are recorded. EVIDENCE LOG Use one row per important fact. Record the source itself, not only who mentioned it. 1. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 2. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ 3. Fact / assumption: ______________________________________ Source / document / professional: ________________________ Date and geography: ______________________________________ Status (known / assumed / missing): _______________________ Owner and follow-up date: _________________________________ RED / AMBER / GREEN DECISION BOARD GREEN - current, property-specific, understood evidence: ____________________________________________________________ AMBER - plausible but waiting on evidence or professional review: ____________________________________________________________ RED - material downside with no acceptable control or fallback: ____________________________________________________________ OPTIONS AND TRADEOFFS Preferred path: ____________________________________________ Best credible alternative: _________________________________ What the preferred path improves: __________________________ What it costs or makes harder: ______________________________ Worst plausible outcome and estimated cost: ________________ How that downside would be reduced or funded: ______________ NEXT-STEP BRIEF Current best decision: _____________________________________ Why the evidence supports it: _______________________________ Three unresolved questions: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ Next action: _______________________________________________ Owner: __________________________ Due: _____________________ Review trigger: ____________________________________________ Next review date: __________________________________________ PROPERTY-SPECIFIC HELP When requesting help, include the property or community, property type, budget or value range, timeline, documents available, condition deadline, and the exact decision. A useful response should produce a shortlist, risk list, valuation path, document-review path, or assigned next-step plan rather than a generic sales reply.