Keeping solar proposal scope separate from optional additions
Optional equipment or related work should be easy to distinguish from the base proposal.
A practical approach
List each option with its current status and the review it requires. Ask which options the homeowner wants to evaluate before revising the proposal. Do not assume an item is included because it was discussed during discovery. Keep the accepted scope in the controlled document so the next team can act on it.
Put it into practice
- Label optional items
- Confirm which options need review
- Use the controlled scope document
General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.