AE Academy · Private tool
Scope Completeness Scorecard
Use this with any outdoor-living proposal — not just AE's. For each section of the Open-Book Scope Standard, mark how completely the proposal addresses it.
Your answers are private. They stay in your browser and are not sent to AE, analytics, or any third party. This tool does not provide legal advice, does not certify any proposal as compliant, and does not declare any contractor fraudulent. AE is not the only acceptable choice — this is a planning aid.
1. Goals and use
Does the proposal state the homeowner's goals and how the space will be used?
2. Site conditions
Does it reference site conditions (sun/shade, slope, soils, access)?
3. Layout and circulation
Is the layout shown with a plan, including how people move through the space?
4. Drainage
Is drainage addressed — surface, subsurface, and where water actually goes?
5. Utilities
Are gas, electrical, water, and sewer/septic conflicts and additions documented?
6. Materials and specifications
Are materials specified by brand, model, color/finish, and series (not just 'pavers')?
7. Engineering, permits, HOA
Is it clear what requires engineering, what requires a permit, and who handles HOA submittal?
8. Inclusions and exclusions
Are inclusions AND explicit exclusions listed?
9. Payment and change process
Are payment milestones and the change-order process defined in writing?
10. Quality control
Is there a defined quality-control process (inspections, hold points, who signs off)?
11. Handoff, warranty, and care
Are handoff documents, warranty terms, and care information promised at closeout?
