INSTRUCTIONS FOR PREPARING A PROJECT SCOPE OF WORK
A Scope of Work is made up of both the Scope of Facilities and the Scope of Services. This document was developed to assist personnel in writing Scopes of Facilities and Scopes of Services, mainly for engineering, procurement, and construction projects. Using this guideline, the scope documents generated will be more complete and consistent in format across all disciplines and functions. This document is structured to be used on all types and all stages of projects and proposals, either Lump Sum or Cost Reimbursable; large or small.
SCOPE
This document contains the following tools which facilitate writing scopes:
· General guidelines to prepare Scopes of Work
· Definitions of commonly used terms
- Generic scope writing work flow process
· Generic Scope of Work outline (go-by document)
· Recommended Example Scope Of Work to be used as a reference
- Scope of Work document format writing and review considerations
APPLICATION
This document should be used by all personnel writing and editing Scopes of Work for proposals and projects. The recommended Scope of Work outline contains sections for all Engineering disciplines, Project Controls, Procurement, Contracts, and Construction.
SCOPE PREPARATION GUIDELINES
In accordance with the Operating System Requirements, all projects shall have "an appropriately detailed scope of work suitable for managing the project through all phases of execution." This document provides a recommended format to use in writing the Scope of Work. However, specific projects may dictate a different format due to Client requirements. It is Project Management's responsibility to communicate to the scope writing team the philosophy and format to be utilized in writing the scope document at the project's inception. This philosophy should include, but not be limited to the following:
- Scope Outline
- Scope Format
- Project / Process Description
- The project's General Sections for the Scope of Facilities and the Scope of Services
INSTRUCTIONS FOR PREPARING A PROJECT SCOPE OF WORK
· Project / Jobsite Data Questionnaire
· Basic Engineering Design Questionnaire
- Project Requirements Checklists
· Level of detail to be drafted into the scope document
- Key project objectives and Client hot buttons
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