Scope of Work
Describe surfaces, areas, and tasks in measurable terms (square feet, locations) including prep, removal, repairs, waterproofing system, and testing procedures to avoid ambiguity during execution and inspection.
A complete, accurate proposal reduces schedule slippage, clarifies risk allocation, and provides a defensible basis for invoicing and warranty claims under state contract law. It protects both parties by documenting assumptions, exclusions, acceptance criteria, and payment milestones.
Use the proposal as the document to form a binding contract once terms are mutually accepted and signatures are applied.
Describe surfaces, areas, and tasks in measurable terms (square feet, locations) including prep, removal, repairs, waterproofing system, and testing procedures to avoid ambiguity during execution and inspection.
Specify brand, model, thickness, compatibility notes, and installation standards for membranes, sealants, coatings, and drainage components so performance expectations are explicit and inspectable.
List start and completion dates, staging, critical path dependencies, weather windows, and milestone payments tied to inspections or deliverables to manage timeline risks.
Provide itemized costs, unit pricing, allowances, change order rates, retainage, and payment schedule to reduce disputes over amounts due and work acceptance.
State manufacturer and installer warranty durations, what they cover, maintenance requirements, and explicit exclusions such as pre-existing structural defects or drainage failures.
Include an acceptance section with signature blocks, effective date, and notice instructions; define conditions that trigger contract formation after signature and any required approvals.
| Field | Configuration | Purpose | Value or setting used in the workflow |
|---|---|
| Document Template Setup | Upload PDF/DOCX, define reusable text blocks and pricing tables. |
| Signer Order | Set sequential or parallel signing and required fields. |
| Authentication | Choose email link, SMS code, or stronger verification as needed. |
| Retention Rules | Configure automatic storage and audit trail retention policies. |
Confirm the platform supports required authentication levels, retention policies, and export formats for your compliance and recordkeeping needs.
Include manufacturer product datasheets, system installation instructions, and compatibility notes to support warranty claims and ensure installers follow required standards.
Provide a Gantt or milestone schedule that identifies start, major activities, dependencies, and completion so all parties can track progress.
Attach current general liability and workers' compensation certificates naming the owner as additional insured if contractually required.
Supply manufacturer and installer warranty forms that spell out claim procedures, durations, and maintenance obligations for the owner.
Submit with proposal or before mobilization depending on local authority timelines.
Date when work mobilization and procurement begin.
Final completion milestone tied to inspection and punch list.
Typically begins on acceptance or project handover date.
Allow a defined period (e.g., 5–10 business days) for owner approval of change orders.
| 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 | Yes, 7-day free trial | Vendor-specific | Vendor-specific | Vendor-specific | Vendor-specific |
| Bulk Send | Yes (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year cap | Vendor-specific | Vendor-specific | Vendor-specific |