Scope of Work
Detailed list of measures, locations, materials, performance targets, and acceptance criteria to avoid ambiguity about deliverables and inspection standards.
A well-drafted Weatherization Agreement reduces scope disputes, ensures compliance with permitting and program rules, and protects owners and contractors by documenting expectations, timelines, payment terms, and warranty obligations.
Weatherization Agreements are used by contractors, program administrators, landlords, homeowners, and energy auditors to coordinate retrofits and capture program requirements.
Choose a version tailored to whether the work is privately contracted, utility-funded, or part of a government weatherization program to ensure required attachments and disclosures are present.
The licensed contractor or company officer signs to accept scope, warranty, and indemnity obligations. Their signature establishes contractor liability, licensing confirmation, and payment milestones.
The property owner or authorized tenant signs to grant access, approve scope, and accept payment terms; signatures must match ownership records or authorized agent documentation.
Detailed list of measures, locations, materials, performance targets, and acceptance criteria to avoid ambiguity about deliverables and inspection standards.
Fixed price or unit pricing, deposit amounts, milestone payments, retention, and remedies for late payment including interest calculation or work stoppage rights.
State and local permit responsibilities, inspection timing, and obligations to correct items failing inspection at contractor expense.
Manufacturer and workmanship warranty periods, claim procedures, and whether warranties survive transfer of ownership.
Procedure for approving scope changes, pricing adjustments, and schedule impacts to maintain a single authoritative record of modifications.
Indemnity language, insurance minimums, and limits that allocate risk for property damage, personal injury, and code violations.
| Field | Configuration |
|---|---|
| Signer Authentication | Email + optional SMS code or ID verification |
| Signature Order | Sequential or parallel routing |
| Required Attachments | Photos, permits, or utility approvals |
| Completion Certificate | Auto-generate after final sign-off |
Use a platform that supports common document formats, audit trails, and the necessary signer authentication for your jurisdiction or program.
Select a solution that creates tamper-evident signed PDFs, retains a complete audit trail (timestamps, IP addresses), and integrates with your document repository and permitting or program management systems.
Initial inspection often scheduled within 7–14 business days.
Permit approvals commonly take 7–30 calendar days depending on locality.
Typical retrofit projects finish within 14–90 days from start.
Final sign-off may be scheduled within 3–10 business days after completion.
Final payment often due upon final inspection and acceptance.
Record existing conditions and identify recommended measures.
Owner and contractor sign to authorize work and deposit.
Contractor performs measures and documents mid-project checks.
Final inspection, acceptance, warranty paperwork, and final payment.
| 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 credit card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Available (Premium tier) | Available (plan-dependent) | Available | Available | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA required) | Yes (BAA available) | Yes (BAA available) | Varies by plan | Varies by plan |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
A contractor inspects a 1,200 sq ft home and proposes attic and duct sealing with insulation
A utility program approves measures for an income-qualified household under a subsidy