SET THE ROOM PROGRAM WITHOUT PRIVATE PLANS
Use neutral labels. Keep the address, identities, access, finances, security details and private drawings outside.
Construction & Specialty Trades · FREE PREPARATION PACK
Home addition program, interface and occupied-work handoff workbook
Home-addition proposals are easier to compare when every contractor receives the same non-sensitive room program and interface brief. This helpful preparation resource from PickYourPro.ai organizes goals, existing-versus-new connection questions, responsibility boundaries, occupied-work assumptions, changes, testing and closeout without designing the addition or interpreting local requirements.
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Preparation and proposal-scope comparison only, not architecture, engineering, structure, soil, survey, measurement, demolition, construction, utilities, lead, asbestos, environmental, accessibility, zoning, code, permit, inspection, insurance, financing, contract or legal advice. Do not enter an address, access code, occupant identity, financial details, private plans or security information. Qualified designers, contractors, trades, authorities and advisers must verify the site, existing conditions, design, approvals, safety, responsibilities and written terms.
START HERE
How to use this resource
Use Property A, Existing Zone A and Addition Zone A rather than an address or private plan. Describe desired uses and relationships, not dimensions or structural solutions. Ask each provider to identify site and record inputs, design and approval roles, existing-condition verification, trade and utility interfaces, access and protection, change control, testing and handoff in writing.
Open the PDF in a form-capable viewer, save a copy, then fill it in. Reopen your saved copy to check your answers. You can also print the blank pages and write by hand. Your answers are not submitted to PickYourPro.ai.
MAP INTERFACES AND RESPONSIBILITIES
Ask providers to separate investigation, design, approvals, construction interfaces, temporary conditions and handoff by role.
CHECK PROPOSAL READINESS
Tick what is organized. These checks do not design, measure, investigate, approve or authorize construction.
QUESTIONS FOR THE GENERAL CONTRACTOR
Record the answer and where it appears in the proposal, responsibility matrix, sequence plan or handoff.
COMPARE THE SAME PROPERTY A BRIEF
Use Contractor A and B. Clarify unlike design, interface, role, sequence or closeout assumptions before comparing proposals.
USE IT RIGHT NOW
General Contractor preparation checklist
- Give every contractor the same neutral room-program brief.
- Keep addresses, access, identities, finances and private plans outside.
- Separate desired uses from dimensions, design and structural decisions.
- List existing-to-new interfaces that require provider verification.
- Ask who owns design, records, approvals and authority coordination.
- Map trade, utility and other-qualified-party responsibility boundaries.
- Compare occupied access, protection, sequence and change controls.
- Request testing, closeout records, training and final handoff.
Questions for the general contractor
- What site access, existing records and private inputs are needed before a proposal can be confirmed?
- Which design, engineering, current-authority and approval roles are included, excluded or owner-retained?
- How will existing-to-new structure, enclosure, finish, utility and drainage interfaces be investigated and documented?
- Which contractor, trade, utility, designer and owner responsibilities apply at each interface?
- How are occupied access, protection, temporary conditions, sequencing, discoveries and changes documented?
- What testing, closeout evidence, manuals, training, correction process and final handoff are provided?
Write down the answers and any exclusions. If two proposals describe different work, clarify the difference before comparing their totals. Leave unanswered points blank until the professional confirms them.
A CLEARER NEXT STEP
Ready to hear from pros?
Create an account on PickYourPro.ai only if you choose, then start a General Contractor request. Share a non-sensitive Property A addition brief so participating pros can compete with proposals. Compare roles, interfaces, occupied-work assumptions, changes, testing, closeout, exclusions and fit. A provider-led site, design and qualified-party review may be needed before a final proposal.
Start a new request ↗Participation and availability vary. A provider-led site, design and qualified-party review may be needed before a final proposal.
Keep the useful part.
The worksheets are free to use whether you hire through PickYourPro.ai or elsewhere. No account is needed to download them.
Download the five-page pack ↓One request. Every pro’s best offer.
More help with your next step
Official references and scope
These are original planning prompts, with AI assistance, prepared by PickYourPro.ai. Official links checked October 29, 2026. This pack has not been independently reviewed by a licensed specialist.
- FTC: How To Avoid a Home Improvement Scam ↗
Official FTC consumer guidance checked October 29, 2026. It supports requesting clear written scope, timing and payment terms, checking current contractor information through the proper route and retaining project records. This workbook does not interpret a contract, license, insurance policy or legal duty.
- EPA: Renovation, Repair and Painting Program for Consumers ↗
Official EPA consumer guidance checked October 29, 2026. It supports asking whether work disturbing painted surfaces in a pre-1978 home requires a qualified lead-safe discussion. This workbook does not decide whether the rule applies, assess a hazard or prescribe work practices.
Linked organizations do not endorse PickYourPro.ai. Report a correction.