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CADTRI

Strategy

Scope Definition Package

A precise project brief before a single consultant is hired.

Strategy

Scope Definition Package

We translate your project goals into a formal scope document: a complete drawing list, consultant engagement sequence, applicable permit types, preliminary timeline, and a written scope boundary statement. Delivered before design begins so every member of your project team starts with the same information.

Without a scope document

Three problems that follow every undefined project.

Scope Creep

Contractors quote what they think you mean. The project expands mid-build.

Wrong Consultant Order

Structural engineering gets commissioned before zoning is confirmed. Work gets redone.

Budget Overruns

Costs are modeled against an undefined scope. The real number arrives too late.

The Six Phases

Systematic.
Nothing skipped.

Each phase produces a discrete output. The complete document integrates all six into a single project brief your entire team can work from.

Project Goals Review

We review your project description, site information, and intended outcomes to establish a clear picture of what the project is meant to accomplish.

Code and Jurisdiction Research

We confirm the applicable zoning, code requirements, and permit types for the jurisdiction so the scope document reflects real regulatory constraints, not assumptions.

Drawing List Assembly

We compile the complete list of drawings required for permit submission, organized by discipline and sheet type, based on the project scope and jurisdiction requirements.

Consultant Identification

We identify every consultant the project will require (structural, civil, MEP, Title 24, soils, surveyor) and specify the phase at which each must be engaged to avoid schedule delays.

Timeline and Budget Framework

We develop a preliminary milestone timeline from scope finalization through permit issuance and establish a realistic framework for design and permit fees.

Scope Document Delivery

All outputs are compiled into a single written scope document delivered to your team with a live walkthrough session included in the engagement.

Deliverables

The document you receive.

Every scope document covers the same components. Delivered in writing, structured for immediate use by your design team and contractors.

Complete Drawing List

Every drawing required for permit submission, organized by sheet type, discipline, and jurisdiction requirements.

Consultant Engagement Sequence

A list of required consultants with recommended engagement timing and notes on typical deliverable requirements.

Permit Types Required

A summary of every permit type the project requires, the issuing agency, and the general review process for each.

Preliminary Timeline

A milestone timeline from scope finalization through permit issuance, built on jurisdiction-specific data.

Scope Boundary Statement

A written statement of what is included in, and excluded from, the project scope to prevent scope creep and miscommunication.

Known Risk and Trigger Flags

A list of conditions that could affect the scope, cost, or timeline if left unaddressed.

Why This Matters

Scope creep, consultant engagement in the wrong order, budget overruns from late-added drawing requirements: these are not random outcomes. They are the predictable result of starting a project without a defined scope. A scope definition package costs far less than the rework it prevents, and it gives every member of your project team a single document to work from instead of competing assumptions.

What gets defined

  • Full drawing list with sheet types and quantities
  • Consultant sequence and engagement timing
  • Permit pathway and expected review timeline
  • Jurisdiction-specific submission requirements
  • Project phasing and critical decision points

Who This Is For

Built for clients who plan before they build.

General Contractors

Establish a complete project scope before engaging architects, engineers, or subcontractors.

Real Estate Developers

Define project parameters accurately before drawing fees, consultant fees, and permit costs are committed.

Property Owners

Understand exactly what your project requires before signing any professional services agreements.

Licensed Architects

Receive a fully researched scope document that eliminates early-phase uncertainty and sets production drafting up for success from day one.

Define your project before you design it.

Tell us your goals and site details. We return a complete scope document with your drawing list, consultant sequence, and timeline in 5 to 7 business days.