Free browser-only scope tool

COI Trade, Location & Phase Requirement Mapper

Map every written requirement to the exact project, trade, location, and phase it appears to address—then turn uncertainty into an owned clarification task.

Private by designNo contract or document upload, account, or server storage. Use short neutral labels; the matrix is calculated only in this browser tab.

Administrative boundary: this mapper organizes user-entered request language. It cannot interpret a contract or policy, determine compliance, verify coverage, or decide which requirement legally applies.

Identify the source and project

Connect every row to one current written source. Keep the authoritative contract text in your approved record system.

Project or vendor reference *Client or reviewer *Written source label *Source date *Default tradeDefault locationDefault phaseInternal mapping ownerClarification deadline

Confirm the mapping limit

The result should preserve source uncertainty and route it to the right person, not turn it into a hidden assumption.

I used short, non-sensitive labels from a current written source and understand that this matrix does not interpret the agreement, authenticate evidence, determine compliance, or verify coverage.

Private requirement-scope result

Your trade, location, and phase matrix

0Project-wide

0Scoped items

0Unclear or conflicting

0Review prompts

Requirement	Category	Scope	Trade	Location	Phase	Evidence or request	Source state	Current owner	Next action	Flags

Copy-ready clarification brief

Preserve the source: this matrix reflects user-entered labels. Resolve applicability in the controlling agreement and ask the licensed professional what policy-backed evidence can accurately be issued.

Turn the map into controlled questions

Preserve

Keep the exact source, version, date, and narrowest supported scope.

Route

Send applicability, evidence, project facts, portal, and contract questions to the right owners.

Update

Add the clarification as a new dated source state without erasing the earlier uncertainty.

Read: Project-wide vs. trade-specific · Location checklist · Project phase workflow