Trade Partner Scope Review Checklist for Home Builder
This checklist is designed for home builders specializing in custom homes to ensure thorough review and coordination of subcontractor scopes. The purpose is to verify that all subcontractor responsibilities are clearly defined, align with contract documents, and are free from gaps or overlaps with other trades. This process is crucial for maintaining project quality, minimizing risks, and ensuring smooth scheduling and execution. The checklist is intended for use by the Subcontractor Coordination department and covers tasks from reviewing scope details to confirming readiness for scheduling.
Review subcontractor scope details
Step 1: Gather subcontractor scope documents
Collect all scope documents provided by the subcontractor. This includes any written descriptions, drawings, or specifications that outline their responsibilities. Ensure you have the most recent versions to avoid discrepancies.
Step 2: Compare scope with project requirements
Cross-reference the subcontractor's scope with the project's overall requirements. Look for any missing elements or discrepancies that could affect project execution. Note any areas that require clarification or adjustment.
Compare against contract documents
Step 1: Obtain relevant contract documents
Collect all relevant contract documents, including the main contract, any amendments, and appendices. Ensure these documents are accessible for comparison.
Step 2: Identify discrepancies between scope and contract
Carefully compare the subcontractor's scope with the contract documents. Highlight any discrepancies, such as missing tasks or misaligned responsibilities. Document these findings for further discussion.
Clarify inclusions and exclusions
Step 1: List included tasks and materials
Create a detailed list of all tasks, materials, and services included in the subcontractor's scope. Ensure this list is comprehensive and aligns with project requirements.
Step 2: Identify excluded tasks and materials
Similarly, list any tasks, materials, or services that are explicitly excluded from the subcontractor's scope. This helps prevent assumptions and clarifies responsibilities.
Verify scope quantities
Step 1: Review quantity take-offs
Examine the quantity take-offs provided by the subcontractor. Verify that these quantities match the project's requirements and specifications.
Step 2: Confirm with project plans
Cross-check the quantities against the project plans and drawings. Ensure consistency and accuracy to avoid material shortages or surpluses.
Identify gaps or overlaps with other trades
Step 1: Review scopes of adjacent trades
Examine the scopes of work for trades that interface with the subcontractor. Look for areas where responsibilities might overlap or leave gaps.
Step 2: Document and address overlaps or gaps
Document any identified overlaps or gaps. Coordinate with the relevant trades to address these issues and ensure clear delineation of responsibilities.
Document risks
Step 1: Assess potential risks
Evaluate the subcontractor's scope for potential risks, such as safety hazards, scheduling conflicts, or resource shortages. Consider both internal and external factors.
Step 2: Record identified risks
Document all identified risks in a risk register. Include details such as the nature of the risk, potential impact, and suggested mitigation strategies.
Coordinate conversations
Step 1: Schedule a meeting with the subcontractor
Arrange a meeting with the subcontractor to discuss the findings of the scope review. Ensure all relevant parties are present to facilitate comprehensive discussions.
Step 2: Discuss and resolve issues
Present the identified issues and discrepancies to the subcontractor. Work collaboratively to resolve these issues and update the scope as necessary.
Collect updated pricing as needed
Step 1: Request revised pricing from subcontractor
Ask the subcontractor to provide updated pricing based on any agreed changes to the scope. Ensure that all changes are clearly documented and justified.
Step 2: Review and approve revised pricing
Carefully review the revised pricing for accuracy and fairness. Once satisfied, approve the changes and update the project budget accordingly.
Confirm readiness for scheduling
Step 1: Verify all scope details are finalized
Confirm that all scope details, including tasks, quantities, and pricing, are finalized and agreed upon by all parties. Ensure that no outstanding issues remain.
Step 2: Communicate readiness to scheduling team
Inform the scheduling team that the subcontractor's scope is ready for integration into the project schedule. Provide any necessary documentation to support this process.
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