The property condition report
PCA Scope of Work Addendum Template & Example
Last updated 2026-10-10
A request to 'take another look' needs enough detail for both parties to know what work they are discussing. Identify the question, the additional task, the affected report sections and the decision needed before the task starts. This addendum gives the request a place in the engagement file.
E2018 describes a variable level of assessment shaped by the user's objectives in its public Significance and Use discussion. NEEDDA's 2018 PCA User Guide similarly connects intended use with the agreed work. Neither source makes the words 'expanded PCA' a complete scope. The task descriptions, scheduling fields and decision log below are this library's suggested workflow.
Use this beside the scope section of the property condition report. The pre-survey information request asks for records and access; this document settles a proposed change to the assignment. A recorded field limitation identifies what was unavailable. The addendum records what the parties propose to do next, without implying it has happened.
Jurisdiction
Written primarily against US practice: the ASTM E2018 baseline, agency scopes such as Fannie Mae Form 4099, and — where a page says so explicitly — California statute. Client scope governs any individual engagement and may expand or reduce what is described here. State and local inspection obligations differ, and licensure requirements for the work described vary by state. Outside the US, treat the structure as transferable and the standards and statutes as not.
PCA Scope of Work Addendum template
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When to use this document
- The client asks for additional observations, another visit, a different evaluation period or another deliverable after the original scope was agreed.
- A question raised during drafting cannot be answered from the work performed and needs a defined follow-up task.
- Two proposals use the same baseline designation but describe different work; use the fields to make the requested change explicit.
Worked example
Fictional. A proposed follow-up to the 4 March 2026 Bellwether Commons PCA for Northbank Capital. All correspondence, task identifiers and dates below are invented and illustrative. The proposal remains unapproved at the 27 March report issue, preserving the published northern-paving limitation.
Original Engagement and Change Requested
Change request SC-01 is logged on 6 March under engagement NC-2026-0217 for Bellwether Commons. Northbank asks whether the assessor can return after the snow clears to observe the northern parking area and walkways serving buildings 9 through 11. The request refers to the original acquisition assessment and does not change the intended transaction. The engagement file is to be checked before deciding whether a further visit is included in the original services or needs additional terms. At this entry, the document records the proposed work and leaves that commercial question open.
Decision the Additional Work Will Inform
Northbank wants to understand whether observations of the northern paving would change the paving treatment carried in the PCR. Snow prevented observation there on 4 March. The proposal addresses that information gap without deciding the outcome in advance. It does not state that the northern area is better or worse than the areas seen. The reserve entry remains supported by the existing report's stated basis until the assessor has further evidence to consider. The same request also identifies the northern walkways so that a return to the parking area does not leave the intended extent of the visit ambiguous.
Task Description and Boundaries
The proposed task is a visual return visit to the identified northern paved areas once the surfaces are visible and access is available. The assessor would record the date, locations reached, observations and any remaining obstructions, then consider their effect on the existing narrative and schedules. The proposal includes no pavement cores, subsurface investigation, drainage calculations or repair design. It does not include access to the clubhouse roof or identification of the electrical panels. Those remain separate questions in the PCR. If observations suggest another investigation, the return-visit note will identify the question for a further decision rather than supply that investigation's findings.
Access, Timing and Commercial Terms
Northbank's transaction contact is to obtain confirmation from site management that the named surfaces are visible and accessible before a date is booked. No return date is confirmed and no fee is stated in this example. The proposal asks the consultant to confirm the commercial treatment and the available delivery date after access is established. The existing report issue remains planned for 27 March unless the parties record a different instruction. The availability of a calendar slot alone will not be recorded as confirmation that the snow has cleared; the access confirmation is a separate action in the log.
Report and Schedule Treatment
If authorized and completed after the original issue, the proposed output is a dated report addendum referencing the 4 March observations and the later visit separately. It would identify any changes to the site narrative, limitations, Immediate Repairs Table and Replacement Reserves Table, including a statement where a table is unaffected. Any revised cost opinion would need its own basis from the assessor. The proposal includes no provisional amount for the unknown outcome. Until that output exists, the northern-area limitation and the issued schedules remain the record of the assessment performed.
Authorization and Completion Status
At the 27 March issue check, SC-01 has no recorded agreement to proceed and no completed return visit. Its status is 'proposed; not scheduled'. The issued PCR continues to identify the snow-covered northern paving as unobserved. The completion field is marked 'no work recorded', which avoids confusing the existence of a proposal with the removal of a limitation. Northbank's transaction contact holds the next action: decide whether to pursue the proposed visit and obtain the consultant's agreed terms. The report file closes for issue with the question visible and the proposed response still pending.
Section-by-section guide
What each section is for, what a good one contains, and where they typically go wrong.
1.Original Engagement and Change Requested
Identify the original agreement and the specific request. Record whether the consultant considers it already included or additional work, with the basis in the agreement. Avoid assuming every return visit carries an extra fee.
2.Decision the Additional Work Will Inform
Describe what the client needs to decide and what information is missing. A question about a quantity, an observation gap and a proposed future use may call for different work. State the intended output in terms the client can compare with the request.
3.Task Description and Boundaries
Name the areas, records or observations covered by the proposed task and the stopping point. Where the question needs a separate discipline, refer it for a separate proposal. This template organizes the agreement; it supplies no testing protocol or technical scope for a specialist.
4.Access, Timing and Commercial Terms
Record who arranges access, what must be available, the proposed visit or delivery dates, and the agreed commercial terms. NEEDDA's 2018 timing discussion identifies scope, property characteristics, access scheduling and information availability as variables. Use assignment dates here rather than a promised industry turnaround.
5.Report and Schedule Treatment
Specify a revised report, addendum or separate attachment and how it will identify the earlier issue. Name the narrative sections and both tables that will be checked if findings change. The Immediate Repairs Table and Replacement Reserves Table retain their own supporting observations and cost basis.
6.Authorization and Completion Status
Keep requested, agreed, scheduled and completed as distinct events. Identify the agreement record that authorizes the task and, later, the record that establishes completion. An unanswered proposal remains a proposal even when a report deadline passes.
Common mistakes
The failure modes that show up most often when this document is reviewed later.
Writing only 'expanded PCA' in the change description.
The label does not identify another task, an area to observe or an output to deliver. List the work in terms both parties can check when it is complete.
Removing a limitation when the follow-up is proposed.
A proposal supplies no new observation. Carry the limitation until the performed work provides a documented basis to revise it.
Assuming a change request settles the fee and deadline.
Those terms may still depend on the original agreement and access. Give each its own status and refer to the actual agreement record.
Updating a schedule without naming the affected report sections.
The narrative, limitations and executive summary can otherwise describe a different assessment from the tables. State the documents to reconcile before issuing the additional work.
Questions
- Is this a complete consultant services agreement?
- It is a scope-change attachment. Reference the governing agreement and record the parties' actual terms. The fields do not supply liability, payment or dispute provisions.
- Does a return visit always expand the baseline scope?
- A return visit may complete an already agreed task or add work. Compare the request with the engagement before naming it an expansion or pricing it as an extra. The template includes that decision explicitly.
- Can this be used to order a specialist assessment?
- It can identify the need for a separate proposal and record how its output would relate to the PCR. The discipline's practitioner must supply the actual scope and methods; this page provides neither.
The blank template
Exactly what is in the Word download, so you can see the structure before deciding whether you want it.
Original Engagement and Change Requested
Decision the Additional Work Will Inform
Task Description and Boundaries
Access, Timing and Commercial Terms
Report and Schedule Treatment
Authorization and Completion Status
Download this template
Free Word download, no email required. Or open it in Professional Drafter — it lands in your template library, ready to draft against.
Sources
Related templates
ASTM E2018-24 Property Condition Report Template
An ASTM E2018-24 property condition report template with a filled-in example — plus what changed in the 2024 edition and who the guide binds. Free Word download.
Pre-Survey Information Request & Document Request List Template
A document request list for a property condition assessment, with a filled-in example and what came back. Free Word download, no signup.
Limitations & Field Conditions Statement Template & Example
A limitations statement template for a property condition report, with a filled-in example showing how to record snow cover, inaccessible roofs and unavailable units. Free Word download.
Replacement Reserves Schedule Template & Example
A replacement reserves schedule template with a filled-in example: components, useful lives, and the assumptions behind each figure. Free Word download, no signup.
This page is a documentation aid — not engineering advice, not legal advice, and not a substitute for the standard or client scope your engagement runs under. A template cannot tell you what your assessment requires. The worked example describes a fictional property, and its costs, quantities and service lives are illustrative only.