What are some best practices or tools for preparing and reviewing scope of work and exclusions in a QTO?

1 Use a standardized format

A standardized format for the scope of work and exclusions can help you organize and present the information clearly and consistently. You can use templates, checklists, or software tools that follow industry standards and best practices. A standardized format can also help you compare and verify different QTOs from different sources or contractors.

2 Be specific and detailed

The scope of work and exclusions should be specific and detailed enough to avoid ambiguity, confusion, or misinterpretation. You should include the dimensions, quantities, units, quality, and location of the materials, labor, and equipment. You should also state the assumptions, conditions, limitations, and contingencies that affect the QTO. For example, you should specify if the QTO is based on preliminary or final drawings, if it includes taxes or fees, or if it is subject to change or approval.

3 Review the contract documents

The contract documents are the source of information and authority for the scope of work and exclusions. You should review the contract documents carefully and thoroughly to ensure that the QTO is aligned with the project requirements and expectations. You should also check for any discrepancies, conflicts, or changes in the contract documents that may affect the QTO. For example, you should review the drawings, specifications, addenda, change orders, and special provisions.

4 Communicate and coordinate

Communication and coordination are key to preparing and reviewing the scope of work and exclusions in a QTO. You should communicate and coordinate with the project stakeholders, such as the owner, architect, engineer, contractor, and subcontractor, to clarify and confirm the scope of work and exclusions. You should also document and update any changes, revisions, or agreements in the QTO. Communication and coordination can help you avoid misunderstandings, errors, or disputes.

5 Use a QTO software tool

A QTO software tool can help you prepare and review the scope of work and exclusions in a QTO more efficiently and accurately. A QTO software tool can automate some of the tasks, such as measuring, calculating, and formatting the QTO. It can also help you integrate and manage the data from different sources, such as the contract documents, the site survey, and the market prices. A QTO software tool can also help you generate reports, graphs, and summaries of the QTO.

6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?