Put every line item in the section where that work will be earned. The section subtotal gives the billing ceiling for that part of the scope, while its retention term controls what is held back from draws against it. The example below uses a 5% bid-level retention and a 3% override for Cabinetry. Expand a section to see its items, and notice how Cabinetry’s header reads differently from the other two.
- Click the Demo & Preparation header to collapse it.
- Review the Cabinetry section and confirm its 3% retention override.
- Review Finish Work and confirm it carries the bid-level 5% retention.
| Section / item | Quantity | Amount |
|---|---|---|
| Demo & Preparation, 5% retention | $3,650.00 | |
| Kitchen demolition | 1 allowance | $2,750.00 |
| Dust and floor protection | 1 allowance | $900.00 |
| Cabinetry, 3% retention override | $13,850.00 | |
| Base and wall cabinets | 1 allowance | $8,400.00 |
| Island cabinet package | 1 allowance | $2,200.00 |
| Cabinet installation | 65 linear ft | $3,250.00 |
| Finish Work, 5% retention | $7,100.00 | |
| Quartz countertop installation | 30 sq ft | $1,800.00 |
| Tile backsplash | 29 sq ft | $1,450.00 |
| Electrical finish | 1 allowance | $2,100.00 |
| Plumbing finish | 1 allowance | $1,750.00 |