Holiday light proposal, scope and change order record

Holiday Light Installation | PublicProof Academy working document

A per-customer scope and change record that states in writing what you will not do, so scope creep never turns into unlicensed electrical work or an unpriced add-on.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Customer and site

Customer name, service address, billing contact, and who signs
Residential or commercial; if commercial, the additional insured and COI requirements and payment terms
Site notes: roof pitch, gutter type and condition, tree access, overhead service drop location
Existing exterior receptacles identified and GFCI status tested and recorded

Scope included

Sections and linear feet to be lit, listed one line at a time from the measurement worksheet
Trees, wreaths, garland, bows and inflatables listed with per-unit prices
Product specification: listed commercial grade, wire gauge, color temperature, bulb style, and who owns the product at season end
Install window, in-season service response window, and the takedown date range
Off-season storage terms and the yearly storage fee if applicable
Timer or photocell control and who sets the nightly schedule

Explicitly excluded - read aloud to the customer before signing

No hardwiring, no new circuits, no new or replaced receptacles, no panel work, no conduit
No permanent luminaires and no permanent track-mounted LED systems under this agreement
Nothing fastened into the building structure by nails or staples; clips only
No extension cord run through a window, doorway or similar opening, and no cord attached to building surfaces (29 CFR 1910.305(g)(1)(iv))
No installation of customer-supplied strands with cut plugs, missing fuses, melted sockets or undersized wire
No work on ice-covered roofs or in unsafe wind; those days are rescheduled
Any electrical work outside this scope is referred to a licensed electrician in writing

Licensing and insurance position for this jurisdiction

State or territory, and the exact answer on whether the electrical statute reaches plug-in decorative lighting
Contractor or home improvement registration status and the dollar threshold that applies here
Registration or license number shown on the contract if the jurisdiction requires it on contracts
General liability and workers compensation carrier, policy numbers and expiry dates
Any contract content requirements the jurisdiction imposes on home improvement contracts

Change orders during the season

Date, requested change, who requested it, and whether it stays inside the excluded list
Added linear feet or units, added hours, added product cost, and the new price
Whether the change requires a lift, a permit, or a licensed electrician
Customer signature on the change before the work is performed
Updated total and revised payment schedule

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.