Dean,
You're definitely in the right place, and if you were to step on any toes, you certainly wouldn't be the first! I'll let someone else answer the truss rod question, but I can speak to the other ones. I would say that you don't need carbon fiber rods, but it's better to have them than not to have them. I put them in all my necks. They're cheap, easy to install, and they lend a lot of confidence.
All in all, sounds like you're approaching the project thoughtfully, which is great. Sounds like it'll be a good neck.
-Dave