Scope

Describe the appointment before anyone mentions a fee.

Choose the side of the contract, the stage and the services. The note on the right is yours to print, copy, or attach to an enquiry. It is not a quotation.

Acting for
Services

Scope note

Not a fee proposal

JAMES PROFESSIONAL SERVICES
Scope note — not a fee proposal and not an appointment

Project: Project to be named
Sector: Heritage and civic
Acting for: Employer / client team
Stage: Pre-tender measurement
Approximate construction value: £1m–£5m

This note is written for an employer, or for a design team acting for one. The aim is a figure the client can rely on, a tender contractors can price without a page of qualifications, and a contract sum that still makes sense at the final account.

This is the range where a proper bill, or a well-structured activity schedule, pays for itself in the tender returns.

Services

02  Bills of quantities
Pricing documents a contractor can price, and a later variation can hang on.
Typical deliverables:
– Bill of quantities or schedule of works
– Pricing preamble and a query list
– Take-off structured so it can be remeasured
– Notes where packages or trades meet

04  Tendering
Documents issued cleanly, queries logged, returns compared like for like.
Typical deliverables:
– Tender documents and a query schedule
– Normalised tender comparison
– Recommendation, with qualifications called out
– Record of any post-tender adjustment

What we need before starting
– Drawings and a specification current enough to measure
– A decision on whether the pricing document is a bill or a schedule
– Package boundaries, if more than one contractor will price the work

This note does not set a fee, a programme or a form of appointment. Those follow a conversation, once the drawings and the side of the contract are clear.

James Professional Services Limited · Company no. 13286658 · Newport