Direct answer
This is the fill-in working version of the rehab-scope guide. Use it to turn property condition and investor decisions into a structured scope that a contractor can actually review and price.
The explanatory guide teaches the method. This worksheet is the execution artifact.
A. Project identity
Property address: _________________________________________
Project / internal ID: ____________________________________
Owner / entity: __________________________________________
Scope version: ____________________________________________
Scope date: ______________________________________________
Prepared by: _____________________________________________
Property status: vacant / occupied / under contract / turnover / other
Intended outcome: rent-ready / resale-ready / stabilization / value-add / repair / other
Target completion window: _________________________________
B. Project-wide assumptions
Record assumptions that affect the whole bid.
- Property access assumption: __________________________________
- Utility status assumption: ___________________________________
- Occupancy assumption: ________________________________________
- Work-hours restriction: ______________________________________
- Debris / disposal responsibility: _____________________________
- Permit responsibility: _______________________________________
- Inspection responsibility: ___________________________________
- Material delivery / storage responsibility: ___________________
- Owner-furnished materials: ___________________________________
- Contractor-furnished materials: _______________________________
- Progress-evidence expectations: _______________________________
- Change-order approval process: ________________________________
- Final clean responsibility: __________________________________
- Punch / closeout process: ____________________________________
C. Known unknowns register
Use this before pricing so uncertainty does not disappear into the bid.
| ID | Unknown condition | Base assumption | Event that reveals it | Change process |
|---|---|---|---|---|
| U-01 | ||||
| U-02 | ||||
| U-03 | ||||
| U-04 |
Examples:
- subfloor condition under failed flooring;
- concealed wall damage after demolition;
- exact electrical corrective scope pending licensed review;
- drain-line condition pending diagnosis;
- roof deck condition pending removal.
D. Area-by-area scope worksheet
Duplicate this section for each room, exterior area, or system.
Area / system: ______________________________
Existing condition
____________________________________________________________
Remove / demolish
____________________________________________________________
Repair / prepare
____________________________________________________________
Install / replace
____________________________________________________________
Quantity
Known quantity: ___________________________________________
Who verifies quantity? owner / contractor / field measure / allowance
Material / performance standard
____________________________________________________________
Finish condition / acceptance criteria
____________________________________________________________
Known exclusions
____________________________________________________________
Owner-furnished items
____________________________________________________________
Allowances
____________________________________________________________
Open selections
____________________________________________________________
Dependencies
What must happen before this work can start?
____________________________________________________________
What work depends on this being finished?
____________________________________________________________
Evidence required
- ☐ Initial condition
- ☐ Before concealment
- ☐ Mid-work / milestone
- ☐ Final condition
- ☐ Model / serial
- ☐ Permit / inspection record
- ☐ Other: __________________________________
Notes / clarifications
____________________________________________________________
E. System-specific worksheet
Use this when room-by-room organization is not sufficient.
Roofing
Desired outcome: __________________________________________
Known condition: __________________________________________
Specialist / licensed review status: ________________________
Permit / inspection status: _________________________________
Known exclusions / unknowns: ________________________________
HVAC
Desired outcome: __________________________________________
Known equipment: __________________________________________
Known condition: __________________________________________
Sizing / diagnostic review needed? __________________________
Permit / inspection status: _________________________________
Electrical
Desired outcome: __________________________________________
Known concern: ____________________________________________
Licensed review status: ____________________________________
Known equipment / panel information: ________________________
Plumbing
Desired outcome: __________________________________________
Known concern: ____________________________________________
Licensed review status: ____________________________________
Known leak / drainage evidence: _____________________________
Structure / envelope / moisture
Desired outcome: __________________________________________
Known concern: ____________________________________________
Specialist review status: __________________________________
Water / moisture evidence: __________________________________
F. Selections register
| ID | Category | Selected item | Manufacturer / model / color | Approved alternate rule |
|---|---|---|---|---|
| S-01 | ||||
| S-02 | ||||
| S-03 |
Selections should be specific enough that bidders do not silently substitute different quality levels.
G. Allowance register
| ID | Category | Allowance amount | What it covers | What it does NOT cover | Selection deadline |
|---|---|---|---|---|---|
| A-01 | |||||
| A-02 | |||||
| A-03 |
Do not use allowances as a bucket for undefined scope.
H. Alternates
Keep optional decisions outside the base scope.
| Alternate | Description | Why optional | Separate price required? |
|---|---|---|---|
| ALT-01 | yes / no | ||
| ALT-02 | yes / no | ||
| ALT-03 | yes / no |
I. Clarification log before bid release
| Question | Answer | Scope section changed? | Version updated? |
|---|---|---|---|
If a clarification materially changes the project, update the scope instead of relying on a private text thread.
J. Bid-return requirements
Require each bidder to return the same minimum information.
- ☐ Base-scope total
- ☐ Allowances listed separately
- ☐ Alternates listed separately
- ☐ Assumptions
- ☐ Exclusions
- ☐ Quantity notes
- ☐ Permit responsibility
- ☐ Inspection responsibility
- ☐ Owner-furnished items
- ☐ Lead-time concerns
- ☐ Schedule / duration assumption
- ☐ Payment structure
- ☐ Warranty information
- ☐ Clarifications required before contract
K. Scope readiness review
Before sending this worksheet to contractors:
- ☐ Every major work area is represented.
- ☐ Existing conditions are separated from assumptions.
- ☐ Unknown conditions have a rule.
- ☐ Quantities are known or responsibility is assigned.
- ☐ Selections and allowances are not confused.
- ☐ Optional work is separated from base scope.
- ☐ Licensed / specialist review is identified where relevant.
- ☐ Permit responsibility is addressed where relevant.
- ☐ Evidence expectations are defined.
- ☐ Closeout expectations are defined.
- ☐ Version/date are visible.
Relationship to the existing rehab-scope guide
Use Investment Property Rehab Scope Template: Build a Scope Contractors Can Price when you need the explanation and examples behind these fields.
Use this worksheet when you are ready to fill in a real property.
That distinction keeps the content graph useful: one page teaches; one tool executes.