T108 Sold scope confirmation list
Sold scope confirmation list
The 42 scope lines Ironvale Mechanical sold to Brackenhurst Builders for the Ridgeview Medical Office Building mechanical package, grouped by subcontract package, with the two accepted alternates, the six exclusions and the three lines still questioned in the field. Prepared by the Ironvale estimator at turnover for the Brackenhurst project manager and the Ironvale field foremen. State on Monday, September 28, 2026.
The bid accepted on Aug 14 came into project controls as 42 scope lines, 3 alternates and 6 exclusions, together with the estimate assumptions behind each line. Thirty-nine lines were confirmed on the first pass. Three are still questioned in the field. The oldest has been open for 16 days and asks who supplies the rooftop unit curbs.
Sample template: the firm, people, clients and figures are fictional.
Scope by package
The subcontract has four packages: Rooftop units and ductwork, Hydronic piping, Plumbing and fixtures, and Controls and commissioning. The chart splits the 42 lines by package. Each bar shows the lines confirmed on the first pass and the lines the field still questions. Rooftop units and ductwork carries 2 of the 3 questions, and Plumbing and fixtures carries the third.
Live example from the Dashboards app, shown with Brackenhurst Builders' demo data. Block dates move forward each week, so they can differ from the sample dates on this page.
How many lines are confirmed
A line is confirmed when Brackenhurst and Ironvale both agree what was sold, who supplies it and which estimate assumption governs it. Confirmation means the line can go into the field briefing for the next coordination meeting.
Live example from the Dashboards app, shown with Brackenhurst Builders' demo data.
Scope line table
| Package | Scope lines | Confirmed first pass | Questioned | Field status | Ironvale owner |
|---|---|---|---|---|---|
| Rooftop units and ductwork | 14 | 12 | 2 | Dominic Ostrowski | |
| Hydronic piping | 12 | 12 | 0 | Ridgeview crew foreman | |
| Plumbing and fixtures | 10 | 9 | 1 | Ridgeview crew foreman | |
| Controls and commissioning | 6 | 6 | 0 | Ironvale project engineer | |
| Total | 42 | 39 | 3 |
Days are counted to Sep 28. The three questioned lines are the only open items on this list.
| Questioned line | Package | Days questioned | What the field asked | Next step |
|---|---|---|---|---|
| Rooftop unit curbs | Rooftop units and ductwork | 16 | Who supplies the curbs: the estimate assumed the roofing contractor, the Brackenhurst scope matrix lists them under mechanical | Anjali Venkataraman settles it with the roofing contractor before Oct 8 |
| Crane and rigging for the rooftop units | Rooftop units and ductwork | 9 | The estimate carries one crane day, and the scope matrix lists the crane as site-provided | Dominic Ostrowski checks the proposal line, then Brackenhurst confirms the crane |
| Domestic water heater venting | Plumbing and fixtures | 5 | The proposal prices the vent run to the roof, and the drawings note venting by others | Ironvale estimator marks the proposal line, Brackenhurst confirms the drawing note |
Alternates and exclusions
The bid carried three alternates. Brackenhurst accepted two of them at award.
The 6 exclusions that go with the 42 lines
- Roofing, flashing and curb waterproofing
- Electrical power wiring and equipment disconnects
- Fire alarm and sprinkler work
- Concrete housekeeping pads and equipment pads
- Temporary heat and temporary ventilation
- Hazardous material abatement
Exclusions are read before any extra work is discussed. If the field is asked to do something on this list, it goes to the project manager as a change event first.
The rooftop unit curbs
Rooftop unit curbs: questioned for 16 days
The estimate assumed the roofing contractor supplies the rooftop unit curbs. The Brackenhurst scope matrix lists them under mechanical. Both documents are in the record, and the field cannot order curbs against two answers.
What Ironvale did. Dominic Ostrowski confirmed what Ironvale sold from the proposal. What is open. Anjali Venkataraman agreed to settle the curb question with the roofing contractor. Consequence. Until the answer is recorded, the rooftop unit lines stay at 12 of 14 confirmed and the curb order and the remaining rooftop unit lines wait on the recorded answer. Date. The answer is needed before the Oct 8 coordination meeting.
I confirmed what we sold from the proposal. Whoever ends up supplying the curbs, the answer goes into the record before the crew orders or sets anything against it.
Confirmation steps
The package moves through four visible states. Today the package sits at handoff review, with three lines still waiting on an answer.
The field leads see the two accepted alternates, the six exclusions and every open scope question before each coordination meeting. A line moves to confirmed only when the answer is written in the record, not when it is agreed in conversation.
What the record says today
Live example from the Dashboards app, shown with Brackenhurst Builders' demo data.
Prepared by the Ironvale estimator at turnover. Reviewed by and sent to for confirmation.
How to use this template
Prepare this list at turnover and refresh it after every coordination meeting. Group the sold lines by subcontract package, mark each as confirmed or questioned, and record who answers each open question and by when.
| Variable | Meaning | Required |
|---|---|---|
{{project.name}} | Project and package the list covers | Required |
{{scope.package_lines}} | Sold scope lines by package with first-pass and questioned counts | Required |
{{scope.questioned_lines}} | Lines questioned in the field, days open and next step | Required |
{{alternate.accepted_list}} | Alternates in the bid and whether each was accepted | Required |
{{exclusion.bid_list}} | Exclusions stated in the bid | Required |
{{signoff.confirming_owner}} | Client person who confirms each questioned line | Required |
{{scope.estimate_assumptions}} | Estimate assumptions behind each line | Optional |
If a required value is missing, show Needs review in its place; never fill it with a guess. If the record cannot be read, show Unavailable instead of the counts.
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