Scope of Work
Define deliverables, materials, quality standards, and exclusions so there is no ambiguity about what is included in the base contract price.
A clear template allocates responsibilities, reduces disputes, and documents compliance milestones that lenders and permitting authorities require. It provides a single reference for costs, schedules, insurance, and statutory notices, improving transparency throughout construction.
This template is used by individuals and small teams managing owner-build home projects who need consistent contracts and records.
Use the template to standardize handoffs between design, permitting, and construction phases and to streamline lender and municipal reviews.
Define deliverables, materials, quality standards, and exclusions so there is no ambiguity about what is included in the base contract price.
List phased milestones tied to inspections and draw requests with completion criteria and remedies for delays.
Break down fixed costs, allowances, contingency funds, and a change-order pricing mechanism to manage cost overruns.
Describe who may authorize changes, required approvals, pricing method, and how adjustments affect schedule and payments.
Specify required policies, limits, certificate requirements, indemnity language, and subcontractor insurance obligations.
Assign responsibility for permit applications, inspection scheduling, correction timelines, and final occupancy deliverables.
| Field | Configuration |
|---|---|
| Document Upload | Accept PDF or DOCX and verify page order before placing fields. |
| Field Mapping | Use signature, date, initial, and conditional fields for approval chains and draw triggers. |
| Authentication | Choose email or SMS code; use higher-assurance methods for lender or legal signers. |
| Notifications | Enable automatic emails for signer reminders and completed-document delivery. |
Ensure the chosen platform supports common file formats, signer authentication, and audit-trail exports before e-submitting.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Local review commonly ranges from 2 to 8 weeks depending on municipality workload.
Inspections are often requested 24–72 hours in advance; availability varies by jurisdiction.
Mortgage or construction loan funding typically follows clear draws within a 30–45 day underwriting window.
Expect 3–10 business days for lenders or escrow agents to review documentation and release funds.
Final inspections and occupancy certificates may require corrective actions and re-inspection cycles.
Complete and approve final plans before permitting begins.
Obtain permits required for foundation, structural, and mechanical work.
Schedule and pass electrical, plumbing, and framing inspections before concealment.
Secure final inspection, certificate of occupancy, and release of retainage.
An owner handling draws and trades used the template for schedule clarity
A general contractor adopted the template to standardize subcontractor terms