Consolidated Scope of work Template for Oil and Gas Projects

This is the continuation to my previous article (Sharing my Oil and Gas Project Experience)

Scopes can be divided into various sections depends on the equipment or discipline (marine equipment and systems, drilling equipment and systems, electrical, mooring equipment or HVAC, safety systems and accommodation….), these sections can be made as per the IADC categories to make it standard.

Excel sheet columns

1???????????????????S.No

2???????????????????SOW unique tag number

3???????????????????Scope details high level key words

4???????????????????Project In charge

5???????????????????Project start date

6???????????????????Duration estimated.

7???????????????????Budget

8???????????????????Subcon offer 1, 2 and 3

9???????????????????PO number, date issued to Subcon name

10???????????????Balance budget after PO issued

11???????????????QA QC documentation status

12???????????????Customise to your needs, clients or subcontractors

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A bit of more detailed elaboration of the above items required in the Consolidation. We can also make this excel to a pivot table. If you like to use as forms for each scope tendering.

1???????????????????S.No

To get the accountability of the total number of scopes in the project

?2???????????????????SOW unique tag number

Project Name-Year-Section/Discipline cost centre

e.g: AAAA-2023-Mechanial-M12345

?This is to identify the Project and the budget cost centre expenses. This will be initiated here and go through all the processes of the project phases until close out.

?3???????????????????Scope details at high level key words

Summary scope details

?4???????????????????Project In charge

Responsible person from planning, outsourcing/procurement, cost control and final closeout with QA QC documentation

?5???????????????????Project start date

To mange the procurement of materials availability before this start date. Also, to make the other sequential or parallel activities, this information is good for the Project scheduler.

?6???????????????????Duration estimated.

Estimated duration can be sometimes changed due to the procurement or other scopes execution or few challenges during the execution. Making an experienced timeline in the initial phase and fine tune as and when the subcon interaction starts and procurement starts. But this must be FREEZE prior to the final budget approvals and scope details agreement.

7???????????????????Budget

These numbers must be the sum of the OEM cost, subcon costs, procurement costs with contingency for the external influence tasks (identified through the risk register mitigation costs).

8???????????????????Subcon offer 1, 2 and 3

These details are taken from the vendor management.

?9???????????????????PO number, date issued to Subcon name

Vendor management accountability is managed in good order

?10???????????????Balance budget after PO issued

Cost controller information to review the budget for optimisation and to achieve costs goals.

?11???????????????QA QC documentation status

Project documentation, capturing the procurement details, data sheets of materials, people who executed the scope and their qualifications. Also the final engineering design and fabrication data is also included in this documentation where required.

All the scope execution process information is recorded here and are available always for review during the operations.

?12???????????????Customise to your needs, clients, or subcontractors.

This excel tool can be customised if you are a client or a subcontractor. ?It is easy to add or remove more/less columns. Tracking sheet name can be customised to your own routine names.

One of the example for columns adding or removing : e.g. column 10, budget remaining for client and change this to invoicing column for subcontractors.

You can make various tabs in the same excel to capture the monthly costs, CAPEX or OPEX, OEM costs, Admin costs, Procurement statistics, Quality documentation requirements and their status. The same data can be your input for Pivot tables those can generate weekly report statistics for stakeholder review.

Note: On the first row, you can also generate a cumulative count for the scopes, Budget, PO value to various OEM, Subcon, and estimate the final budget remaining.

Cost Tracking sheet for Subcontractors

?Note: On the first row, you can also generate a cumulative count for the scopes, offer value, PO value, Invoice value and also offers review in progress value.

Annexure 2 will follows in next week..............

please post your comments for improvements of this tool....