| 1. Define the Project | Local planning permission and land use | Confirm whether the property permits a dwelling, accessory dwelling, temporary structure, or prefabricated building. Check setbacks, height limits, site coverage, access, and utility connection rules. | Written planning advice, zoning extract, site restrictions, and a list of required permits from the local authority. | Rules apply at the installation site, not at the factory where the unit is manufactured. | Required |
| 2. Verify Codes | Structural, fire, energy, and health requirements | Determine the applicable national and local requirements for structural loads, fire separation, emergency escape, insulation, ventilation, electrical work, plumbing, and accessibility. | Code compliance matrix prepared for the destination jurisdiction and drawings signed by appropriately licensed professionals where required. | A container that is safe for transport may still require engineering changes before it can be approved as a permanent residence. | Required |
| 3. Check the Site | Ground conditions, drainage, and foundation | Assess soil bearing capacity, flood or seismic exposure, slope, drainage, wind conditions, and the foundation type required for the finished building. | Site survey, geotechnical information where necessary, foundation design, and stormwater plan. | Final placement may require a crane, truck access, lifting clearance, and a prepared foundation before arrival. | Required |
| 4. Evaluate the Supplier | Technical capability and production quality | Review previous projects, factory quality controls, welding procedures, corrosion protection, insulation installation, moisture management, and internal inspection procedures. | Factory audit option, quality-control checklist, construction photographs, material specifications, and independent inspection rights. | Use a written specification that states exactly which work is completed before shipment and which work is performed locally. | Required |
| 5. Confirm the Structure | Container condition and structural modifications | For used containers, verify the condition of corner posts, rails, floor, roof, doors, and frame. Large openings and removed side panels can affect structural performance. | Container identification details, inspection report, steel-grade information where available, modification drawings, and engineer approval. | Structural modifications should be designed for both transport forces and local wind, snow, seismic, and occupancy loads. | Required |
| 6. Check Standard Sizes | External container dimensions | A standard 20-foot container is approximately 6.06 m long × 2.44 m wide × 2.59 m high. A standard 40-foot container is approximately 12.19 m long × 2.44 m wide × 2.59 m high. | Manufacturer or container-plate dimensions, finished-module dimensions, shipping weight, and center-of-gravity information. | A high-cube container is approximately 2.90 m high externally, but road, port, and site restrictions may limit its use. | Recommended |
| 7. Confirm Weight | Payload, gross mass, and lifting limits | Verify the empty weight, fit-out weight, cargo weight, and maximum gross mass shown on the container safety approval plate. The allowable limit depends on the specific container and transport route. | Verified weight certificate, packing list, lifting plan, and axle-load calculations for the destination road route. | Road regulations may impose lower limits than the container’s rated gross mass. Extra-wide or overweight transport may need permits. | Required |
| 8. Plan Utilities | Electrical, plumbing, heating, and ventilation interfaces | Confirm voltage, frequency, plug configuration, water pressure, drainage connections, wastewater treatment, heating requirements, and ventilation standards at the destination. | Single-line electrical diagram, plumbing schematic, equipment ratings, installation manuals, and local certification requirements. | Imported appliances and electrical components may require local approval or replacement if their ratings do not match the destination system. | Required |
| 9. Select Shipping Method | Containerized ocean freight or specialized transport | Determine whether the completed module can fit inside a standard freight container, requires flat-rack transport, or must move as out-of-gauge or project cargo. | Final packed dimensions, shipping weight, loading drawings, cargo photographs, and a freight quotation based on the actual route. | Flat-rack or out-of-gauge cargo can involve extra handling, port restrictions, special equipment, and higher freight costs. | Recommended |
| 10. Establish Delivery Terms | Responsibility for freight, insurance, customs, and unloading | Define who arranges export clearance, ocean freight, cargo insurance, import clearance, duties, inland transport, crane hire, site delivery, and installation. | Detailed quotation using a named delivery term, cost breakdown, insurance certificate, customs information, and delivery schedule. | Clarify the exact destination point. A port delivery is not the same as delivery to the prepared building site. | Required |
| 11. Prepare Customs Documents | Import classification and entry requirements | Check the correct customs classification for the container, building module, prefabricated structure, appliances, and separately shipped materials. | Commercial invoice, packing list, transport document, certificate of origin where applicable, product descriptions, and required import permits. | Customs treatment varies by country and by whether the shipment is an empty container, a building module, or a complete furnished dwelling. | Required |
| 12. Check Insurance | Marine cargo and construction-risk coverage | Confirm coverage for loading, ocean transit, discharge, inland transport, storage, crane lifting, installation, theft, water damage, and modification work. | Insurance policy or certificate, exclusions, claim procedure, declared cargo value, and proof of coverage for the full route. | Standard freight liability may be limited and may not equal the replacement cost of a customized home. | Recommended |
| 13. Inspect Before Shipment | Pre-shipment condition and moisture protection | Inspect welds, seals, windows, doors, roof penetrations, plumbing pressure, electrical testing, appliance anchoring, and protection against corrosion and water entry. | Independent inspection report, test certificates, punch list, photographic record, and signed completion checklist. | Record the condition before loading so damage during handling or transit can be distinguished from pre-existing defects. | Required |
| 14. Plan Site Delivery | Access, unloading, and installation logistics | Verify road width, turning radius, bridge limits, overhead cables, gate dimensions, crane outrigger space, foundation readiness, and weather limitations. | Route survey, lifting plan, traffic-management plan, crane quotation, installation method statement, and local contractor responsibilities. | Delivery may fail even when ocean transport is available if the final road or site cannot accommodate the module and lifting equipment. | Required |
| 15. Finalize the Contract | Scope, warranty, delays, and acceptance criteria | State the exact dimensions, materials, finishes, tolerances, inclusions, exclusions, payment milestones, delivery obligations, warranty period, and remedies for defects or delay. | Signed technical specification, approved drawings, change-order procedure, warranty terms, inspection milestones, and final acceptance checklist. | Separate supplier defects from damage caused by transport, local installation, improper foundation, or unauthorized modifications. | Required |
| 16. Obtain Final Approval | Occupancy, utility connection, and completion certification | Arrange final inspections for building, electrical, plumbing, fire safety, septic or drainage systems, and utility connections before occupancy. | Completion certificates, inspection approvals, electrical and plumbing certificates, as-built drawings, and operation manuals. | Do not assume factory inspection or shipping clearance replaces the destination country’s final building approval. | Required |