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ADUs & DADUs Planning Guide

How to test the property, define the living arrangement, and coordinate a compact home from feasibility through final approval.

Who this is for

For homeowners exploring an attached accessory dwelling unit, basement conversion, garage conversion, or detached backyard home for family, rental, caregiving, work, or long-term flexibility.

How to use it

An ADU or DADU is a complete dwelling in a small footprint. Its success depends on property rules, access, privacy, utilities, structure, drainage, fire and life safety, and everyday livability being considered together. Start by testing the property and intended use before falling in love with a plan. Use this guide to prepare for a useful conversation, not to diagnose the house from a distance. Write down assumptions as assumptions. When new information changes the plan, ask for the scope, cost, and schedule effect in writing before work continues whenever practical.

Six planning principles

01

Define the result before the products. A strong brief describes what daily life should improve, what must remain, and which compromises are acceptable.

02

Compare scopes, not just totals. Two proposals can look similar while assigning demolition, permits, protection, selections, restoration, and unknowns very differently.

03

Make decisions in dependency order. Layout and performance choices come before finishes; products that affect rough-in or fabrication must be known before those steps are released.

04

Treat unknowns honestly. Visible conditions, reasonable expectations, and concealed possibilities are different categories. Investigation can reduce uncertainty, but some conditions remain unknowable until opening.

05

Protect quality beneath the finish. Structure, water control, fire and life safety, utility work, ventilation, and manufacturer requirements should not be traded away for a cosmetic upgrade.

06

Keep one current record. Consolidated decisions, drawings, selections, questions, approvals, and changes help the homeowner and every trade work from the same information.

The project path

Move from property questions to a buildable direction.

A useful process is more than stage names. Each phase should resolve decisions and leave behind clear information the next phase can rely on.

01

Use and property goals

Define who may live there, desired independence, privacy, accessibility, parking assumptions, outdoor space, and long-term use.

Homeowner decisions

Choose the intended occupancy pattern and rank size, privacy, flexibility, and investment priorities.

Expected output

A use brief and clear criteria for comparing attached, converted, and detached options.

02

Property and records research

Review lot information, easements, existing structures, utility records, permit history, trees, slope, drainage, and local rules with the proper sources.

Homeowner decisions

Provide known documents and authorize survey, records, or specialist research when needed.

Expected output

A feasibility summary identifying viable concepts, constraints, and unanswered property questions.

03

Site and existing-condition investigation

Study construction access, excavation, foundation approach, utility routes, soil or slope concerns, and connections to the primary home. Conversion projects also require close review of height, moisture, egress, structure, and fire separation.

Homeowner decisions

Select investigations needed to reduce major uncertainty.

Expected output

Measured information, site observations, and recommendations for survey, civil, structural, or utility input.

04

Concept and scope alignment

Test placement, floor plan, daylight, storage, entries, sound separation, exterior form, and relationship to neighbors and the main home.

Homeowner decisions

Choose a concept and decide where compact design or added area best serves the use.

Expected output

A preferred concept with preliminary systems, site work, and scope assumptions.

05

Design, engineering, and permits

Coordinate architecture, structure, energy information, site requirements, MEP systems, and the permit package. Track agency comments without treating review time as guaranteed.

Homeowner decisions

Approve design milestones and respond to consultant or agency decisions.

Expected output

Coordinated permit documents, submitted application, correction log, and issued set when approved.

06

Selections and preconstruction

Finalize windows, exterior materials, cabinets, fixtures, appliances, lighting, flooring, and equipment; connect each choice to procurement and installation.

Homeowner decisions

Meet selection deadlines and approve scope, allowances, exclusions, and logistics.

Expected output

Construction agreement, selection schedule, purchasing plan, site logistics, and baseline schedule.

07

Construction, approvals, and handoff

Complete site work, foundation, structure, weather enclosure, rough systems, insulation, interiors, fixtures, and site restoration with required inspections and documented hold points.

Homeowner decisions

Review changes, verify intended operation, and complete the final walkthrough.

Expected output

A completed dwelling with final approval status, manuals, records, finish references, and maintenance guidance.

Scope and condition check

Test the site before choosing the unit.

Property and site

  • Survey, boundaries, easements, trees, slope, drainage, and access
  • Zoning and permit feasibility verified with current authority
  • Excavation, soils, foundation, retaining, staging, and landscape restoration

Building

  • Structure, roof, envelope, windows, doors, insulation, and air sealing
  • Fire separation, egress, alarms, safe access, and address or service requirements
  • Kitchen, bath, laundry, storage, accessibility, daylight, privacy, and acoustics

Utilities and delivery

  • Water, sewer or septic, electrical, gas if any, heating, cooling, and ventilation
  • Metering, capacity, routing, trenching, shutdowns, and tie-ins
  • Consultants, fees, permits, inspections, selections, appliances, and closeout

Cost and schedule

Site, utilities and permits shape the investment.

Early numbers become more dependable as site facts, design, selections, responsibilities and unknowns become documented.

Unit type and site

Detached construction, conversions, and additions have different foundation, tie-in, fire-separation, and access demands.

Utility capacity and distance

Available capacity, trench routes, panels, pumps, meters, and connection points can materially affect scope and sequence.

Ground and drainage conditions

Slope, excavation, groundwater, soils, retaining, and stormwater requirements may require specialist design or added work.

Compact customization

Small rooms still contain a full kitchen, bath, mechanical system, storage, and detailed coordination.

Permit and consultant review

Survey, architecture, structural, civil, energy, utility, and agency work can overlap but do not run on guaranteed timelines.

Construction access

Backyard work may require narrow-path material movement, limited equipment, neighbor coordination, or special staging.

Selections and lead times

Windows, equipment, cabinets, doors, utility components, and exterior products may control portions of the schedule.

Primary-home interfaces

Attached work and utility tie-ins can require protection, temporary outages, finish restoration, and code-related upgrades.

Before construction

Plan site access before construction reaches the backyard.

Every project · 3 shared preparations
  • Choose one or two household decision-makers and agree on how approvals will be given.
  • Tell the project team about children, pets, alarms, work hours, allergies, and access restrictions before mobilization.
  • Use one agreed system for decisions and request advance notice for noisy work or utility shutdowns.

For this project

  • Gather surveys, title information, past permits, and utility records, while treating public parcel maps as approximate rather than surveyed boundaries.
  • Clear and measure the likely access, excavation, material-staging, and concrete-delivery routes without assuming fences or landscaping can remain untouched.
  • Arrange required utility locating and identify private service lines before excavation or equipment access is released.
  • Discuss privacy, mail, trash, storage, parking, outdoor use, and shared utilities with the future occupant in practical terms.
  • Avoid promising a move-in date or rental income until feasibility, approvals, scope, and schedule are developed.

Questions worth asking

Ask what the property still needs to prove.

  1. 01Who will be the day-to-day contact, and how often will we receive progress updates?
  2. 02What is included, excluded, allowed for, owner-supplied, or still awaiting a decision?
  3. 03Which drawings, engineering, permits, inspections, or specialist reviews are likely to be required?
  4. 04How will concealed conditions be documented, priced, approved, and scheduled before added work begins?
  5. 05Which selections have long lead times, and what are the decision deadlines?
  6. 06How will occupied areas, pets, children, furnishings, landscaping, and daily access be protected?
  7. 07How are schedule changes communicated, and what owner decisions could affect the critical path?
  8. 08What quality checks occur before framing, waterproofing, wiring, plumbing, or other concealed work is covered?
  9. 09Who coordinates trade partners and confirms that their work is ready for the next trade?
  10. 10What permits, manuals, warranties, finish records, and maintenance guidance will be provided at handoff?
  11. 11Who verifies current property eligibility and documents the conclusion?
  12. 12How will the main home remain secure and functional during utility tie-ins and backyard construction?

Pause and verify

Red flags and unresolved unknowns.

  • A price presented as final before the existing conditions, design, selections, and scope boundaries are understood.
  • A proposal that omits protection, demolition disposal, permits, supervision, finish restoration, or final cleanup.
  • Pressure to start demolition while drawings, key selections, or responsibility for open items remain unclear.
  • Verbal changes with no written description of added scope, price, and schedule effect.
  • No clear plan for dust, noise, temporary utility interruptions, weather exposure, or safe homeowner access.
  • Assurances that hidden areas are fine without investigation, documentation, or an appropriate contingency plan.
  • Products chosen for appearance without checking substrate, exposure, maintenance, installation, or warranty requirements.
  • No defined inspection hold points before important concealed work is covered.
  • A concept sold as universally permit-ready without confirming property-specific eligibility and site work.
  • Utility, drainage, fire-separation, survey, or landscape restoration treated as someone else's problem without named responsibility.

Completion and stewardship

Keep permits, inspections and system records together.

Save the records with the home. They support operation, maintenance, warranty questions and future work.

  • Walk every work area in good light and record remaining items in one shared punch list.
  • Confirm that required final inspections and permit sign-offs are complete or that any open item is clearly assigned.
  • Operate doors, drawers, windows, fixtures, lights, fans, controls, appliances, and safety devices included in the work.
  • Review cleaning, curing, ventilation, seasonal adjustment, and maintenance instructions before normal use.
  • Collect approved plans, permits, inspection records, manuals, warranties, finish schedules, paint colors, and spare materials.
  • Photograph shutoffs, access panels, concealed blocking, and key rough-in locations when documentation is available.
  • Confirm the final change-order record, owner-supplied item status, and any remaining delivery or service appointment.
  • Check that debris, temporary protection, keys, access codes, and contractor-owned materials have been addressed.
  • Understand who to contact for a question, warranty concern, or urgent issue after completion.
  • Store the closeout package with the home's permanent records for maintenance and future resale.

Professional verification: Rules for ADUs & DADUs, permits, utility requirements, and property eligibility vary and can change. Confirm current requirements with the local authority and qualified design, engineering, utility, and construction professionals. Do not rely on this guide as a zoning, code, rental, tax, financing, or legal opinion.

Connect with Ideal

Start with an honest conversation.

If you are weighing a basement unit, garage conversion, addition, or detached backyard home, start with the property and intended use. Ideal Construction & Renovation can help organize the feasibility questions and build a responsible path toward design and construction.

Discuss your project

Start with a conversation

Build the next step on facts.

Share what is not working and what you want your home to feel like. Christian will help identify the next step.