You need a trade package that the sub can price and the foreman can use. Fill this scope-of-work template with the exact work, documents, exclusions, and handoffs for your project. Put a name beside every shared responsibility. Use one current version when you compare bids and discuss the start date.
Begin with the boundaries. Write the rooms, elevations, or areas served, then list included tasks. Replace “complete electrical” or “all trim” with the assignment you intend to buy.
Ask the trade to flag missing details before pricing. Attach the drawing revision and selection schedule. Put conflicting instructions on an open-question list for the responsible designer.
Next, divide the support work. Name who buys material, unloads it, provides access, protects finished surfaces, and removes debris. Record the field-measurement and substitution approvers. If the builder supplies a fixture, identify who receives it and who installs it.
Treat each blank as a discussion point rather than assuming it belongs to the nearest trade.
The North Carolina GC board’s contract guidance calls for written work details, materials, price, payment schedule, dates, permit responsibility, and warranty terms. It also recommends recording changes in writing. Board contract guidance This worksheet uses those topics as planning prompts.
Have a construction attorney turn the agreed business terms into the appropriate subcontract. Do not use these blanks as ready-made clauses for payment, indemnity, insurance, or lien rights.
Plan the incoming and outgoing handoffs. For a rough-in package, ask what must be ready before the crew arrives and what records another trade needs before covering work. Raleigh’s inspection sequence provides a local example: concealed insulation is checked before wall or ceiling coverings. Raleigh inspection guidance
Confirm your permit’s actual sequence with the inspection office. Assign booking, attendance, corrections, and documentation separately.
Finish with the closeout assignment. List punch work, tests or records specified for the package, manuals, and the callback contact. Agree how a scope change reaches the person who can approve it.
Keep unresolved choices and existing-condition questions beside the current version. Review those questions with the sub before releasing the work, and record the final scope acknowledgment.
Interface record
Complete a row for each boundary between trades. Duplicate it for additional handoffs.
Scroll to read all columns.
| Work or interface | Providing party | Receiving party | Readiness evidence and date |
|---|---|---|---|
| __________ | __________ | __________ | __________ |
| __________ | __________ | __________ | __________ |
| __________ | __________ | __________ | __________ |
Print note
Print the worksheet with the drawing and selection index. Use the blanks as fields, then attach longer descriptions. Date each revision and identify the version it replaces. This sheet supports scope discussion; your reviewed subcontract governs the agreement.
Check the scope boundaries
Use the trade scope guide to prepare the package. Check the inclusions and exclusions guide before resolving bid differences.
For NC permitted work, send changed-design questions to the responsible designer and inspection office under G.S. 160D-1112. Your change log does not authorize a permit revision.
Assign roof-wall drainage using the PNNL flashing reference, cabinet/floor sequencing using the selected product’s instructions such as Flooret’s example, and drywall decoration using the USG finish reference. Name each supplying and receiving party.
Return to the construction tools hub for the other quantity checks and printable records.