How to use this resource
- Read it on screen, or print it (Cmd/Ctrl + P) or save it as a PDF straight from your browser — nothing is gated and no sign-up is needed.
- Use it before speaking with professionals, to organise your thinking and arrive with clear, specific notes.
- Copy it by hand into a notebook if you prefer — the structure matters more than the format.
- Treat it as a planning aid, not a contract or a substitute for licensed professional advice.
Project areas
Every room or area the work covers.
Included work
Exactly what is being done, area by area.
Excluded work
What is NOT included. Exclusions prevent more disputes than inclusions.
Demolition and removal
What is removed, by whom, and how debris is handled.
Materials and fixtures
Who supplies what, to what specification.
- Materials list / allowances agreed
- Fixtures and appliances supply responsibility named
- Owner-supplied items listed separately
- Lead-time-sensitive items flagged
Responsibilities
Who handles permits, access, site protection and waste.
Permits / approvals (where applicable)
Site access and protection
Waste removal and cleanup
Assumptions
The conditions the quote relies on. Write them down.
Change-order notes
How changes will be proposed, priced, approved and recorded.
Acceptance criteria
What 'done' looks like for the work.
Professional review reminder
Structural, plumbing, electrical, gas, waterproofing and roofing work must be carried out by qualified, licensed professionals. Have the formal contract reviewed appropriately.
Frequently asked questions
Questions about this resource
Can I use this as my contract?
No. It is an educational planning template, not a legal contract. Use it to structure the scope, then have a formal agreement prepared and, where appropriate, reviewed by a qualified professional or legal advisor.
Why list excluded work?
Because exclusions remove the grey areas where assumptions live. Stating what is not included prevents many change disputes later.
Who handles permits in the scope?
That should be named explicitly in the responsibilities section. Permit requirements vary by jurisdiction — confirm them with your local authority or a qualified professional.
Keep planning