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Scope of Loss Development Worksheet

Scope of Loss Development Worksheet

Itemizes damaged building components by trade to build the foundation of a repair estimate after a loss event.

Submission Notice

  • Submission Type
  • Anonymous Submission
    Select this if you want to submit without your name attached to the record where allowed by your workflow.
  • Project / Claim Reference
  • Submission Date

Loss and Property Details

  • Property Type
  • Date of Loss
  • Cause of Loss
  • Affected Area Summary
    Briefly describe the rooms, elevations, or building areas affected.

Roofing Scope

  • Is roofing damage present?
  • Damaged Roofing Components
  • Estimated Roofing Quantity
  • Roofing Repair or Replace Decision

Framing and Structural Scope

  • Is framing or structural damage present?
  • Damaged Framing Components
  • Estimated Framing Quantity
  • Structural Stability Concern

Interior Finish Scope

  • Is drywall or finish damage present?
  • Damaged Finish Components
  • Estimated Drywall Area (sq ft)
  • Finish Level

Mechanical, Electrical, and Plumbing Scope

  • Is mechanical, electrical, or plumbing damage present?
  • Damaged Mechanical Components
  • Damaged Electrical Components
  • Damaged Plumbing Components

Scope Notes and Estimate Foundation

  • Repair Assumptions
    List any assumptions used to develop the scope, such as access limitations, matching requirements, or concealed damage assumptions.
  • Excluded Items
    Document items that are known but intentionally excluded from the current scope.
  • Follow-Up Required
    Select if additional site review, measurements, or trade verification is needed before estimate finalization.
  • Follow-Up Notes
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