Flooring scope responsibility matrix
Use a line-by-line responsibility record to distinguish included work, exclusions, allowances, and items requiring clarification.
This is a planning aid. It does not assign responsibility on a particular project or change a contract. Populate it against the actual drawings, specification, site information, and bid instructions.
| Scope item | Record against the package | Confirm explicitly |
|---|---|---|
| Floor finish | Room / finish code / specification | Product, format, layout, and quantity basis |
| Base and accessories | Base schedule / details | Height, type, terminations, and extent |
| Transitions | Doorways / material changes | Profile, finish, elevation, and responsible trade |
| Existing floor removal | Demolition plan / site record | Material, disposal, and work limits |
| Adhesive removal | Existing conditions / preparation requirement | Extent, method restrictions, and acceptance criteria |
| Substrate repairs | Known condition / site review | Defined repair, allowance, or clarification |
| Testing | Product / project specification | Who arranges, pays, reviews, and responds |
| Mitigation / leveling | Test result / elevation information | Specified work versus a conditional allowance |
| Furniture movement | Phasing / access plan | Removal, storage, and return |
| Protection and cleaning | Programme / closeout requirements | Installation protection versus later-trade protection |
Record a treatment, not just a tick
For each item, identify the responsible party and whether it is included in the base bid, priced as an alternate, carried as an allowance, excluded, or awaiting clarification. Add the drawing, specification, or correspondence reference supporting the decision.
Keep revisions traceable
When the package changes, record which matrix items changed with it. A new finish code, revised area, or adjusted phase boundary can affect more than the material quantity. Share clarifications consistently so proposals can be compared against the same basis.
Return to the package checklist to verify the supporting documents, or submit an invitation for a flooring scope review.