Eligible cost allocation, energy modeling, and savings documentation are underwriting requirements. If the design team has not been told to support them, they will not exist when underwriting asks — and reconstructing them later costs weeks of schedule. This sheet supplies draft scope language for architect and MEP engineering agreements, written as a standing scope item rather than a per-project instruction, with counsel review before execution. It sets out the seven deliverables underwriting actually needs, when each is due, and why, then prices the difference: instructed at design development, allocation is a structuring choice in work the team is already doing; addressed during underwriting, it is a reconstruction exercise against a completed cost report.
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