Kai Mallari's Notes'

Named-Resource Card Schema (Home Systems)

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Named-Resource Card Schema (Home Systems)

study schema

The canonical field set for every named-resource card in the Home Systems KB. A card is ready to use only when ALL required fields are filled and the credential fields are current (not stale). A partially filled card is a to-do, not a card.

Schema

Name / company       | The contractor's trading name exactly as registered with TSBC
Trade + licence class | e.g. "Plumber (journeyperson)" / "Gas Fitter — Class B" / "Electrician"
Phone                | Primary direct number; mobile preferred over office mainline
Email                | Optional but useful for written scope requests
TSBC licence #       | Format: LGA1234567. Verified at technicalsafetybc.ca/find-a
TSBC last verified   | Date of last successful TSBC lookup (re-verify annually + before each job)
WorkSafeBC status    | "Active and in good standing" + date of clearance letter
CGL on file          | Y / N — $2M+ minimum, strata corporation named as additional insured
Notes                | Hours, strata-permit experience, unit-specific job history, quote history

The “usable today” test (per The Preparedness Threshold)

Read the card and complete the sentence: “If [emergency / job], I call [Name] at [phone], they can [scope], they hold [licence], and the strata has [credential docs] on file.” If any slot is blank or requires a lookup step, the card is not yet live.

Where cards live

All cards live in vendor-roster (Home Systems) — never duplicated into individual component notes. Component notes (water heater, toilet, HVAC, etc.) reference the roster with a wikilink. This prevents drift when a contact changes.

Scope (when this schema applies)

Applies to: all trade/service cards in the Vendors & Service Providers system. Other contact types use their own schemas:

  • Insurance / warranty contacts → parallel schema in insurance-warranties (Home Systems) (policy #, broker name, coverage summary).
  • Utility contacts (Fortis, BC Hydro) → Utilities system MOC.
  • Strata management contacts → Strata MOC.

Idea Compass

North: Where this comes from

East: Tensions / failure

  • “stale card” failure mode — licence lapses, contact changes, CGL expires between jobs

South: Where this leads

West: What’s similar

Graph View

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