A scope to consider.
Read the prepared response and clarification points. Give an instruction or approve the next action.
Product / Six functions
Six functions.
One working relationship.
Give an instruction, review the prepared work and ask for changes where needed. These are specialist software functions with familiar names, not six new employees to manage. All six are included on every plan.
A DAY IN THE PRACTICE
Start with the decisions.
The preparation is there.
A revision to review.
Bring drawing information, technical queries and issue records to the people checking the work.
A decision to authorise.
Review progress and fee records before approving the prepared commercial action.
01 / Emma
Business development
Before an enquiry can be priced, its scope needs to be understood. Emma brings the enquiry material together and prepares the correspondence for review. Quotation records and follow-up sit with the same business-development responsibility.
Enquiries and proposals
- Enquiry classification, scope, urgency and completeness
- Acknowledgements, quotation preparation and fee estimates for approval
- Quote follow-up and requests for information
Business development
- Tender discovery and portal coverage
- LinkedIn and client-outreach drafts
- CRM contacts, account intelligence and pipeline forecasts
- Win/loss records and case-study preparation from completed projects
- INPUT
- Enquiry email, attached scope and company context.
- PREPARED OUTPUT
- An enquiry record, prepared reply and points needing clarification.
- REVIEWER
- Director or nominated engineer.
Your team decides whether to pursue the work, sets the fee and approves the response.
02 / Sarah
Document control, quality and HSE
Sarah organises the records behind document issues, quality reviews and compliance evidence. The responsible engineer reviews the material; technical acceptance and statutory duties remain with the people appointed to them.
Quality and safety evidence
- NERS passport, competency matrix, annual reviews and authorising-officer sign-off
- ISO 9001 audit evidence and technical audit register
- CDM designer risk, COSHH and method-statement registers
- Project RAMS, inspection and test plans, and LRQA surveillance preparation
Management systems and documents
- ISO 14001 aspects, objectives and compliance-evaluation records
- ISO 45001 hazard, incident and management-review records
- ISO 19650 document control, BIM execution plans and information delivery plans
- INPUT
- Document revisions, competency records and project evidence.
- PREPARED OUTPUT
- Organised records, review items and evidence-pack preparation.
- REVIEWER
- Quality lead, authorising officer or relevant dutyholder.
Evidence support does not confer accreditation, certify compliance or discharge a CDM duty.
03 / James
Project management and contracts
James brings project administration and contract records into the same view. Programmes, notices, NDAs and contractual obligations provide the context for the next decision, including matters that need the director or solicitor.
Project management
- NEC4 early warnings, compensation events and programme milestones
- DNO outage notification windows and customer notices
- NERS project lifecycle procedure
- Meeting transcripts, minutes and action preparation
- Project RFI and technical-query registers
- Submittal cycles, overdue reviews and programme drift
- Final-account preparation support
Contracts and legal records
- Customer, supplier, framework and subcontractor contract registers
- Liability caps, indemnities, review dates and PI exposure
- NDAs by counterparty, scope and expiry
- Framework obligations and regulatory compliance calendar
- Disputes and claims: status, value and next action
- Contract review flags for the director or solicitor
- Anti-bribery, gifts and company-secretarial records
- INPUT
- Project programmes, progress information and contract documents.
- PREPARED OUTPUT
- Project summaries, obligation records and matters for escalation.
- REVIEWER
- Project manager, director or solicitor.
Contract and legal matters are flagged and routed. OpsWork does not provide legal advice, approve terms or sign documents.
04 / Robert
Engineering coordination
Robert supports the coordination around engineering work: drawing information, technical queries and the references needed for a review. The purpose is to organise the material an engineer needs, not to substitute a generated answer for a design check.
Engineering information
- Engineering Knowledge Base and authorised standards references
- Drawing and calculation registers, including DWG metadata
- Search by clause, voltage band, DNO and project context
- Calculation inputs, source single-line diagrams and stale-parameter review
- Cable-rating inputs and earthing reference context for a qualified engineer
Coordination and source control
- CDE file naming, revision control and information-container records
- Reference relationships between documents and calculation assumptions
- Publisher access, customer uploads and revision monitoring
- INPUT
- Project documents, drawings and authorised technical references.
- PREPARED OUTPUT
- Document context and reference material for engineering review.
- REVIEWER
- Suitably qualified engineer.
A reference structure is not a complete licensed standard. Source access and the applicable edition need to be established.
05 / Michael
Finance and commercial
Michael covers the administration between project delivery and finance review. Fee tracking, applications for payment and debtor records help establish what has been prepared, what has been claimed and what still needs attention.
Project commercial administration
- Applications for Payment and supporting evidence
- Compensation-event cost records
- Work in progress, budgets and actuals
- Cashflow forecasts and debtor follow-up drafts
- Retention and bond records
- Accountant-pack preparation
- INPUT
- Project fee information, payment records and commercial updates.
- PREPARED OUTPUT
- Prepared commercial records and items for finance review.
- REVIEWER
- Finance lead or director.
Your finance team reviews the figures and authorises action. Prepared material is not tax or financial advice.
06 / Paul
People and administration
Paul brings personnel, training and subcontractor administration together. The records support the people responsible for checking competence, reviewing documentation and keeping employment information current.
People and subcontractors
- Pre-engagement records: customer IR35 determinations, insurance, CSCS, CHAS/SSIP and RAMS
- Framework PQQ renewals, including SSEN, NGED, UKPN and SPEN
- CPD, training and competence records
- Insurance-renewal coordination
- Companies House filing preparation
- HR onboarding and right-to-work review records
- INPUT
- Customer-provided personnel, training and subcontractor information.
- PREPARED OUTPUT
- Organised records and outstanding review items.
- REVIEWER
- HR lead, director or responsible assessor.
Paul records the customer’s IR35 determination. Recording a determination does not make it or grant site access.
See the functions working through a familiar project.
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