Work plans are where CDM turns an approved rehabilitation scope into line items, bids, inspections, contractor payments, and completion tracking.

For a Rehab Specialist, the work plan is the operating record for what work is being done, who is responsible for it, how much it is expected to cost, what has been bid or awarded, and what still needs to happen before the project can close.

What A Work Plan Supports

Use a work plan to:

• Build the rehabilitation scope as work items.
• Pull standard language and pricing from spec templates.
• Copy usable scope text from a previous work plan.
• Track estimates, bids, accepted bid amounts, change orders, and paid balances.
• Generate work specifications, request for bid packets, bid analysis, change order reports, and contractor payment requests.
• Schedule inspections tied to the work plan.
• Track work plan tasks and follow-up items.
• Move the project through assigned, specifications, awarded, construction, and completed milestones.

Recommended Operator Flow

A typical Rehab Specialist flow is:

1. Create the work plan from the loan or client workspace.
2. Add work items from spec templates, a previous plan, or custom items.
3. Review descriptions, divisions, units, estimates, lead-safe flags, Energy Star flags, and instructional specs.
4. Generate work specifications or request for bid documents.
5. Record bids by contractor.
6. Award work items to contractors and funding/project lines where applicable.