SCOPE OF WORK:

SCOPE OF WORK

Please include any pertinent documentation with your submission - plans, permits, renderings, sketches, etc.
Date of Submission:

MonthDayYear
Full Legal Name of Guarantor

First NameLast Name
Select your TrustBridge Advisor
Select the advisor you are working with on this project.
Select your role in this project
Who are you in relation to this project?
Primary Guarantor’s Email Address
example@example.com
Guarantor’s Phone Number
Subject Property Information

Street Address

Street Address Line 2

CityState

Zip Code
Narrative Description: Please provide a detailed overview of your scope of work. Include information about any planned room or home conversions, such as converting a garage to a living space or transforming an attic into a bedroom. Specify any square footage additions, such as new rooms, extensions, or structural expansions. Additionally, describe any significant redesigns, including layout updates, open-concept transitions, or other structural changes. The level of detail you provide will directly influence the accuracy of your After-Repair Valuation (ARV), so please ensure your description is thorough and comprehensive.
Important Note: The level of detail provided will significantly impact the accuracy of the After-Repair Valuation (ARV). Please be as thorough as possible to ensure precise assessment.
How long will the project take (in months) to complete?
Type of Property?
Will the project require permits?
If project requires permits, have the permits been issued already?
If permits have not been issued, how long will it take to secure?
Will you be adding square footage to this property?
How do you plan to expand the square footage?
Will you require a variance?
If project requires a variance, has it been issued already?
If variance has not been issued, how long will it take to secure?
Is this project Mid-Swing?
Please include any pertinent documentation with your submission - pictures, plans, permits, renderings, sketches, etc.

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*If you answered yes to any of the above questions, the project should include a contingency of 5% or $1,000.00 (whichever greater).

If project is Mid-Swing, please provide a detailed explanation. (why, completed, remaining, total budget, used budget, unused budget, lender, rate, term, etc.)

Please provide details of any above-ground structures associated with the project, specifying the current and rehabbed conditions:

	Original Stucture	Mid-Swing Structure	Current Structure	Rehabbed Structrure
Sq Ft (GLA)
Property Type
# of Living Rooms
# of Bedrooms
# of Bathrooms
# of Units

Provide details of any below-ground structures (e.g., basements) associated with the project, specifying the current and post-rehabilitation conditions.

	Original Stucture	Mid-Swing Structure	Current Structure	Rehabbed Structrure
Sq Ft (GLA)
Property Type
# of Living Rooms
# of Bedrooms
# of Bathrooms
# of Units

Please provide a detailed description of the project, including the scope, goals, and key activities involved.

Please fill out the section below with complete and thorough details.

Include the material types and the quality of construction for each item. Providing comprehensive and accurate responses will help ensure a smoother and more efficient review process. Thank you for your attention to detail.

Construction Items: Indicate whether items will be repaired or replaced, specifying the materials to be used, their quantities, and the types of finishes, as more detail leads to better assessments. For each construction item, provide a description of the work, along with associated labor costs, material costs, any additional costs, and the total cost. Include details about the scope of the architectural plans and specify the permits required for the project. Additionally, note if there is any foundation damage that requires repair or if new footings will be poured. Thorough and detailed information will help ensure accurate planning and budgeting.

	Description of Work	Name Brand	Labor Cost ($)	Material Cost ($)	Miscellaneous	Quality	Total Budget
Architectural Plans
Permits
Demolition
Foundation / Structural
Dumpsters
Framing
Roofing/Gutters
Exterior/Siding
Windows
Garage/Driveway
Masonry
Water/Sewer/Septic
Exterior Doors
Interior Doors
Trim
Sheetrock/Drywall/Insulation
Plumbing
Electrical
HVAC
Exterior Paint
Interior Paint 1st Floor
Interior Paint 2nd Floor
Flooring 1st Floor
Flooring 2nd Floor
Kitchen Cabinets
Kitchen - Countertops
Kitchen - Flooring
Kitchen - Appliances
Bathroom - Vanities
Bathroom - Flooring
Bathroom - Accessories
Lighting Fixtures/Finishes
Porch
Landscaping - Front Yard
Landscaping - Backyard
Hardscape
Swimming Pool/Spa
Fencing
Basement
Attic
Accesory Dwelling Unit
Final Clean Up
Soft Cost - Construction (not permits)
Miscellaneous
Miscellaneous
Miscellaneous
Miscellaneous
Miscellaneous

TOTAL BUDGET
Kindly upload any relevant documents for this project, including but not limited to the Scope of Work (SOW), Draw Schedule, Approved Plans, Permits, Budgets, Proformas, or any other pertinent materials.

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Should be Empty:

SCOPE OF WORK

*If you answered yes to any of the above questions, the project should include a contingency of 5% or $1,000.00 (whichever greater).

Please fill out the section below with complete and thorough details.