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The Contractor Checklist

Siding Master Class

Project Manager Training — Siding & Soffits Phase

Class 1 of 5 — Exterior Envelope Planning & Cost Alignment

Purpose:
Understand where every weather-sensitive transition occurs and confirm proper waterproof detailing before siding starts.

Key Responsibilities

  • Study plan details for:

    • Deck ledger flashing

    • Roof-to-wall transitions

    • Window & door trims

    • Corners & material change locations

  • Confirm scaffolding needs early

  • Validate that shear inspection is passed

Action Items

  • ✅ Create a Transition Detail Log → upload redlines where clarifications are needed

  • ✅ Add soffit venting strategy to Detail Page (continuous vent vs. panels)

  • ✅ Add pricing with 10% contingency into budget sheet

  • ✅ Enter all vendors & subcontractors into Bid Sheet

  • ✅ Verify WRB (Weather Resistive Barrier) is installed and waterproof before siding

Class 2 of 5 — Siding Material Procurement & Logistics

Purpose:


Order properly, avoid expensive site runs, and pre-plan installer workflow.

Key Responsibilities

  • Confirm delivery and storage plan for long material bundles

  • Empower installers to order missing items quickly if needed

  • Stage materials to prevent warping and moisture damage

Action Items

  • ✅ Ask installer how they want siding packaged by sequence (elevation by elevation)

  • ✅ Place orders only after installer review & sign-off

  • ✅ Document all receipts + pricing changes and upload

  • ✅ Confirm crane/boom truck access if needed

  • ✅ Prepare for weather: tarps, straps, off-ground racks

  • ✅ Establish a photo log of all arrival condition & damage

Class 3 of 5 — One-Week-Out Coordination

Purpose:


Lock in personnel, inspections, and site readiness to maintain schedule integrity.

Key Responsibilities

  • Confirm framer corrections are done before siding covers mistakes

  • Align window delivery with siding sequence

  • Ensure a dedicated waste plan — siding scrap piles grow fast

Action Items

  • ✅ Validate that all flashing details are approved by installer

  • ✅ Confirm WRB inspection schedule (if required by city)

  • ✅ Label staging zones for siding & soffit storage

  • ✅ Provide installers dumpster or scrap location

  • ✅ Notify neighbors of potential scaffold setup or fencing

  • ✅ Verify exterior penetrations located (vents, hose bibs, cameras)

PM Reminder:

Siding hides the entire framing story.
Nail patterns and flashing details must be right now — not later.

Class 4 of 5 — Siding Execution & Quality Control

Purpose:
Ensure waterproofing protection meets design and warranty standards.

Field Responsibilities

  • ✅ Walk product inspection with installer day 1

  • ✅ Confirm starter strips, corner trims, and rainscreen gaps

  • ✅ Monitor caulking & flashing workmanship (never allow shortcuts)

  • ✅ Verify nail patterns: no overdriving / no face-nailing where not allowed

  • ✅ Check soffit venting remains open (no blocking with insulation or trim)

  • ✅ Take photos of every window flashing before siding covers it

Communication Prompt:

“We protect the envelope first, look second. Quality matters more than speed.”

Class 5 of 5 — Siding Completion & Payment Verification

Purpose:
Confirm final exterior protection integrity, finishing details, and homeowner satisfaction prior to releasing payment.

Close-Out Responsibilities

  • ✅ Blue Tape Walk-Through — mark:

    • Dents / gaps / rough cuts

    • Bad caulking lines

    • Flashing exposure

  • ✅ Confirm:

    • ✔ Proper drainage plane (weep holes clear)

    • ✔ No moisture traps around trim

    • ✔ Deck ledger fully flashed

  • ✅ Walk installer through punch list — set fix-by dates

  • ✅ Final inspection passed

  • ✅ Update budget & attach change orders

  • ✅ Office approval before issuing payment

Final Protection Note:

Water intrusion lawsuits start at the siding stage.
Verification saves thousands later.

Thank you for completing this Session!

Siding & Soffits Module Complete

PM Milestone Confirmation
✔ Flashings sealed
✔ WRB protected
✔ Inspections passed
✔ Envelope integrity proven
✔ Ready for exterior painting / gutters / finish trades

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