This topic is for all questions raised on our webinar “How to Write Good Scope”. If you haven’t already attended it, you can sign up here Webinar - How to Write Good Scope
This webinar considers in detail the important part that the Scope has in dictating the relative success or potential failure of a project.
What you’ll learn in this session:
• Importance and role of the Scope
• How the Scope is referenced throughout the contract and the relative input that this requires
• How Contract Data, Site Information and the pricing document relate back to Scope
• Hierarchy of contract documents and resolution of ambiguities
• The NEC User Guide volume 2 and how it can be used to structure the Scope, as well as act as a checklist as to what should be considered to be included
@Barry_Trebes
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What is your opinion about who should write the Scope? Should the PM write the Scope or should the Scope be written by others then given to a PM to administer?
@Barry_Trebes
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Is there a template Scope we can use, or examples of a well written Scope document?
@Barry_Trebes
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If you have an NEC4 ECC contract, and issued a ‘briefing’ or Works Information document which is essentially the Scope but isn’t titled Scope, can it be considered contractually to be the Scope?
@Barry_Trebes
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Good question - who is best placed to write the Scope - the Scope is an essential document and needs to put together by someone who understands how to put it together and what it needs to include. The NEC4 ECC User Guide 2 preparing an NEC ECC contract includes an excellent structure which captures all of the references to the Scope in the contract. You need a lead person on the Scope to ensure that it is structured correctly and this may be the PM/QS/designer/etc. You will also need technical experts to write/draft many of the sections of the Scope and the lead author should work with the technical experts to advise on the use of terminology and language to be used and ensure that it is consistent. We would also recommend that a through peer review with all relevant contributors is undertaken so that Scope can be as accurate and complete as possible.
It is important that the correct terminology is used and all documents which are to form the Scope are included or referred to in the Scope. If the words, briefing or Works Information are used, are these documents to be part of the Scope? This would be an inconsistency which the PM would be required to give an instruction and this would technically be a compensation event. The best advise here is to be very careful to follow the language and terminology of the contract and be clear what documents form the Scope.
NEC4 ECC User Guide Preparing and engineering and construction contract volume 2 - section 3.4 Client’s Scope pages 63 to 81. Sets out a structure and also provides guidance an examples of content.