Scope of Work Template

Full Description

This construction scope of work template helps you define exactly what a contractor or subcontractor will deliver before the contract is signed. A clear scope of work cuts down on disputes, change orders and missed items, because everyone agrees in writing on what is in and what is out.

What is a scope of work in construction?

A scope of work (SOW), also called a scope of works, is the part of a construction agreement that describes the work to be performed. It sets out the tasks, materials, deliverables, milestones and reports the performing party must provide, and often lists exclusions. The SOW is attached to or included in the contract. It is the main reference when you check whether work is complete or whether a request is extra work.

When to use it

• Hiring a subcontractor for a defined trade package.
• Issuing a bid package so every bidder prices the same work.
• Preparing a residential renovation agreement with a homeowner.
• Defining consultant or specialist services on a project.
• Resetting scope after a design change, before issuing a revised contract.

What’s included

The template is an editable Word document (.docx). It is set up as the section of an agreement where the work is described, and it gives you places to set out:

• The work to be performed
• Milestones
• Reports
• Deliverables
• End products expected from the performing party

How to fill it out

1. Start with a short project overview: project name, location, parties and a one-paragraph summary.
2. Describe the work by area or system. Reference drawing numbers and specification sections.
3. List materials and equipment the contractor supplies, and anything supplied by others.
4. Write clear exclusions so there is no doubt about what is not included.
5. Set milestones and key dates, such as mobilization, rough-in and substantial completion.
6. List deliverables and reports, for example shop drawings, test reports, warranties and as-builts.
7. State how completed work will be inspected and accepted, then have both parties review it before signing.

Common mistakes to avoid

• Vague wording like “complete all electrical work”. Say what, where and to what standard.
• No exclusions list. Gaps between trades turn into change orders.
• Scope that conflicts with the drawings or specifications.
• Forgetting cleanup, protection, permits and closeout documents.

Related templates and guides

• Subcontractor Agreement Template
• Subcontractor Scope & Agreement
• Estimate Assumptions, Inclusions and Exclusions
• Construction Contract Template
• Guide: Common Types of Construction Contracts

Frequently asked questions

What should a construction scope of work include?

A good scope of work includes a project overview, a detailed description of the work, materials and equipment responsibilities, exclusions, milestones and schedule, deliverables and reports, inspection and acceptance criteria, and references to the drawings and specifications. The more specific it is, the fewer disputes you will have later.

Who writes the scope of work?

It depends on the relationship. A general contractor usually writes the scope for each subcontractor. An owner or their consultant writes it for the general contractor or for a bid package. On small residential jobs the contractor often drafts it and the homeowner reviews and agrees to it before signing.

What is the difference between a scope of work and a contract?

The contract sets the legal terms: price, payment, insurance, changes, disputes and termination. The scope of work describes the actual work to be done. The scope is usually an attachment or section within the contract, so both documents need to agree with each other.

Is a scope of works the same as a scope of work?

Yes. ‘Scope of works’ is common in the UK, Australia and parts of Asia, while ‘scope of work’ is more common in North America. Both describe the work a contractor or consultant must carry out under an agreement, and the same template structure works for either.

What happens when the scope of work changes?

Any change to the agreed scope should go through the contract’s change process. That usually means a written change order or variation that describes the added or removed work and any change to price or schedule. Do not rely on verbal agreements; update the scope in writing.