Build a Contractor Service Menu and Scope Library

A. Finished-Project Specification

Quantity: one approved Service Menu, one Scope Description for each standard service listed on the menu, one Trade-Boundary and Referral Reference, and one Service-Package Options sheet, each dated and signed by the owner and reviewed by field personnel, the estimator, and at least one qualified professional.

B. Document Schedule (Component Schedule)

Document	Quantity	Format	Content Required	Preparation / Purpose
Service Menu	1	Written list, category-grouped	Every standard service, its category, and its supported/conditional/unsupported licensing and insurance status	The single controlling document referenced by estimating, sales, and project management
Scope Description	1 per service	Written description, one page or less per service	Deliverable, prerequisites, boundaries, materials, exclusions, and warranty handoff for one standard service	Reusable estimating and proposal input for Chapters 7, 8, and 9
Trade-Boundary and Referral Reference	1	Table	Tasks requiring a separately licensed trade and the referral procedure for each	Used in Chapter 11 intake screening and Chapter 16 subcontractor qualification
Service-Package Options Sheet	1	Table	Good/better/premium, phased, or maintenance-plan packages supported by operations, with material and finish selection checklists	Used in Chapter 8 proposal options and Chapter 17 marketing claims

C. Information Takeoff

• Authority information: the approved Chapter 1 business model, Chapter 3 licensing matrix, and Chapter 4 insurance file, gathered before Step 1.
• Capability information: current workforce, equipment, tools, and supplier access, gathered before Step 3.
• Candidate service information: the complete list of services under consideration for the menu, gathered before Step 2.
• Professional input: field personnel, estimator, project manager, and licensed trades for scope review, and attorney and insurer review for exclusion and limitation language before Section H publication.

D. Acceptance Standards

Check	Standard
Service authority	Every listed service is checked against active license classification, insurance coverage, training, supervision, equipment, and permit authority; every removed service is documented with a reason
Deliverable definition	Each scope description states the deliverable in measurable nouns, quantities, locations, and completion conditions
Exclusions and boundaries	Each scope description states explicit excluded work, hazardous materials, hidden conditions, and licensed-trade work not included
Trade boundaries	Tasks requiring a separately licensed trade are identified with a stated referral rule
Packages and options	Every offered package or option is supported by current workforce, equipment, and supplier capacity
Field and professional review	Field personnel, estimator, and project manager have reviewed each scope description; counsel has reviewed exclusion and limitation language
Testing	The library has been tested on one sample project and any ambiguity, duplication, or missing work has been corrected
Approval and publication	The Service Menu and its supporting documents are signed, dated, stored in the company record system, and published only in approved form to sales and marketing

E. Authority Import and Candidate Listing

1. Import the approved business model, licensing matrix, insurance limits, workforce capability, equipment, supplier access, and project-size limits. Record the reference document names and dates on the Service Menu template's header before continuing.
2. List every service the company intends to advertise, estimate, contract, or perform. Record each candidate service as its own row on the Service Menu.
3. Remove services not supported by active license, insurance, supervision, training, tools, capital, or permit authority. Mark each row supported, conditionally supported, or removed, and move every removed service to the removed-service record with its specific disqualifying reason and reconsideration condition.

F. Categorization and Deliverable Definition

1. Group services into repair, replacement, installation, maintenance, remodeling, inspection, consultation, or project-management categories. Assign each supported service to one category on the Service Menu.
2. Define the customer problem solved by each service. Write one sentence per service on its Scope Description template.
3. Define the standard completed deliverable for each service. State the deliverable using measurable nouns, quantities, locations, and completion conditions.
4. Define the typical property, location, system, material, and condition included. Record this on each Scope Description.
5. Define prerequisites such as site access, utility shutoff, dry substrate, approved design, permit, inspection, owner selection, or specialty testing. List each prerequisite specifically; do not use "adequate access" or an equivalent unresolved phrase.
6. Define work by others required before the service begins. Name the specific work and the responsible party.
7. Define the standard project boundaries by room, area, component, quantity, duration, or contract value. State each boundary as a specific value or range.

G. Exclusions, Trade Boundaries, and Materials

1. Define explicit excluded work, hazardous materials, hidden conditions, structural work, licensed-trade work, and restoration not included. Record each exclusion on the Scope Description in specific, named terms.
2. Define common alternates, upgrades, allowances, and unit-price items. List each on the Scope Description with its basis.
3. Define customer-furnished and contractor-furnished materials. State responsibility for each major material category.
4. Define demolition, salvage, protection, disposal, delivery, setup, cleanup, testing, inspection, and closeout responsibilities. Assign each task to contractor or owner.
5. Define access, occupancy, pets, children, parking, noise, dust, water, power, storage, and working-hour assumptions. Record the standard assumption for each service.
6. Define trade boundaries among carpentry, plumbing, electrical, HVAC, roofing, painting, flooring, cabinets, and specialty contractors. Record each boundary on the Trade-Boundary and Referral Reference.
7. Identify tasks that may be self-performed only under a specific license or permit. Name the specific license or permit condition.
8. Create referral rules for services the company does not perform. State the referral category or contact for each excluded trade.
9. Create a reusable scope description for each standard service. Confirm each Scope Description template is complete before continuing.
10. Use plain language and measurable deliverables. Review each description and remove vague or unresolved phrases.
11. Create standard exclusions and limitation language for professional review. Compile the exclusion and limitation language into one section for attorney review.

H. Packages, Testing, Review, and Publication

1. Create options for good, better, premium, phased, maintenance-plan, or emergency-response packages only where operationally supported. Record each option on the Service-Package Options sheet with its supporting capacity basis.
2. Create a material and finish selection checklist for each service. Attach the checklist to the applicable Scope Description.
3. Create a site-visit information checklist tied to each scope. Attach the checklist for use in Chapter 11 intake.
4. Create an estimating-input checklist tied to Book 24. Confirm every deliverable, quantity, and material item needed for pricing is present.
5. Create a permit and inspection trigger checklist tied to Book 25. Identify which services trigger a permit or inspection requirement.
6. Create a project-management startup checklist tied to Book 26. Identify which services require a specific startup sequence.
7. Create a warranty and maintenance handoff checklist for each service. Attach the checklist to the applicable Scope Description.
8. Assign a scope-library identifier, revision, owner, and approval date. Record these fields on the Service Menu and each Scope Description.
9. Review each scope with field personnel, estimator, project manager, licensed trades, attorney, and insurer as applicable. Record specific comments from each reviewer.
10. Test the scope on one sample project and identify ambiguity, duplication, or missing work. Document the test project and every correction made.
11. Revise the service package and update pricing assumptions. Update the Scope Description and note the pricing assumptions affected for Chapter 7.
12. Publish only approved services to sales and marketing systems. Confirm no unapproved or removed service appears in any sales or marketing material.
13. Create quarterly and incident-triggered scope reviews based on claims, losses, callbacks, or licensing changes. Record the review schedule and trigger conditions on the Service Menu.