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Template · scope of work

Construction scope of work template: what to include, a filled-in example and a free download

A scope of work says exactly what a contractor or subcontractor will do, and — just as important — what it will not. Most scope disputes are not about work that was described badly; they are about work nobody described at all, which each side assumed the other was carrying. This template turns the scope into a table where every item is marked included, excluded, by others, an allowance or an alternate, so a gap shows up as a missing row before the contract is signed rather than as a change order after.

Updated · 8 minute read

Key takeaways
  • Write down what is excluded as plainly as what is included.
  • Name the trade for every 'by others' item.
  • Give each item a drawing or spec reference and acceptance criteria.
  • Carry undecided work as an allowance, and reconcile it.

What a scope of work has to say

In a subcontract, the scope sheet becomes the scope exhibit. In a proposal, it is what makes your price comparable — the bid leveling guide shows how GCs read it.

A filled-in example

The drywall and framing scope for Maple Street Medical Office, job J-1131:

ItemCSIScope itemInclusionQtyResponsible
109 21 16Gypsum board partitions to 10'-0" incl. framingIncluded14,200 SFMetro Interiors
209 21 16Level 5 finish at lobby feature wallIncluded820 SFMetro Interiors
307 84 00Firestopping at rated wall penetrationsBy others—Each MEP trade
409 51 00Acoustical ceilingsExcluded—Ceiling contractor
505 40 00Framing above 10'-0" at floor 2 corridorAlternate2,600 SFMetro Interiors
606 10 00Blocking for casework and grab barsAllowance $6,500LSMetro Interiors

Rows 3 and 4 are the ones that prevent disputes. Without them, the drywall sub assumes the plumber firestops its own penetrations and the plumber assumes the wall builder does — and the GC finds out at the fire marshal's inspection.

CalculatorAllowance reconciliation

The scope gaps that cause most change orders

A gap that is caught here is a line on the sheet. A gap caught on site is a change order argued after the work is done.

How to fill it in

  1. List every scope item from the drawings and specs, one per row — including what you are NOT doing.
  2. Mark each row's Inclusion; anything 'By others' names the trade that carries it.
  3. Add quantities where the item is measurable, and the sheet or spec section that defines it.
  4. Write acceptance criteria for anything that will be inspected (finish levels, tests, tolerances).
  5. Attach the sheet to the subcontract or proposal as the scope exhibit, and filter by Inclusion to read it back.
Checklist
Scope of work template in Excel, filled in with example rows — columns: Item, CSI section, Scope item, Inclusion, Quantity, Unit, Location / area, Drawing / spec ref…
The scope of work template as it opens in Excel: example rows in italics, calculated columns shaded.
Free template · Scope of work template (Excel & CSV)An Excel workbook with drop-downs, validation and formulas built in — or the same columns as a CSV for Google Sheets and Numbers.
Download Excel (.xlsx)
What this template captures

Everything a scope of work has to pin down to prevent a scope gap: what the item is, whether it is in or out (and if out, whose it is), how much, where, which drawing or spec section defines it, who performs it and how it will be accepted.

12 columns: 11 you fill in and 1 picked from drop-down lists, so every row uses the same values. In the Excel version, 2 columns reject entries of the wrong type (a date column only takes dates, an amount column only numbers), the header row stays frozen with filters on it, and the workbook opens on an Instructions sheet that lists every column below.

Every column, and how it is captured
ColumnTypeWhat goes in it
ItemTextLine number, so the row can be referred to.
CSI sectionTextMasterFormat section number (e.g. 09 21 16) so the scope lines up with the specs.
Scope itemTextThe work, described specifically enough to price and to inspect.
InclusionDrop-downWhether the item is in this contract — and if not, whose it is. Options: Included / Excluded / By others / Allowance / Alternate.
QuantityNumberEnter a number.
UnitTextUnit of measure (EA, LF, SF, CY, HR, LS).
Location / areaTextWhere on the project the item applies.
Drawing / spec refTextSheet and spec section that define the item.
Responsible partyTextThe company that performs it (for 'By others', the trade that does).
Acceptance criteriaTextHow the item will be inspected and accepted as complete.
Allowance amount ($)Amount ($)For allowance items, the amount carried; reconciled against actual cost.
NotesTextAnything that explains the row; free text.

See it on real-looking numbers

Constructelligence is a construction intelligence platform: it reads your ERP, project and field systems read-only and does this arithmetic every week, for every job. The demo runs it on a sample eight-job portfolio.

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Frequently asked questions

What should be included in a construction scope of work?

Each item of work specific enough to price and inspect, with quantities and locations; the drawing and spec references that define it; exclusions; work by others with the responsible trade named; allowances and alternates; and acceptance criteria such as finish levels and tests.

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

In construction they are often used interchangeably. A scope of work usually describes the physical work and its boundaries; a statement of work, more common in services contracts, can also cover deliverables, schedule and payment terms.

Who writes the scope of work in construction?

The owner's design team defines the project scope in drawings and specifications. A general contractor then writes a scope of work for each subcontract, and subcontractors write their own inclusions and exclusions in their proposals — which the GC compares when leveling bids.

How do you avoid scope gaps between trades?

List adjacent work explicitly and assign it — firestopping, blocking, cutting and patching, cleanup, hoisting, testing — and compare every trade's inclusions and exclusions side by side before awarding.

CI
Written by the Constructelligence teamConstruction finance and software. Worked examples use the sample demo portfolio; formulas are standard practice. Reviewed September 2026.

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