Scope identification, inclusions and exclusions
What a scope is, where a flashing scope is written across drawings and specification sections, an eight-step review that records what was not found, and how to write and check inclusions, exclusions and clarifications.
4 lessons · about 50 min · 11 diagrams · 0 videos
Version 1.0.0
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Lessons
0 of 4 complete
Lesson 1 · 12 min · 11 slides · 9 questions
Scope identification, inclusions and exclusions: principles and terminology
What a scope is, the few words that change who carries an item, the places a flashing scope is written, why defining it early is worth the effort, and the safety duty that no scope line replaces.
You will be able to: Define scope, inclusion, exclusion, clarification, “provided” and “by others”, say where a flashing scope is written, and state the fall-protection duty that exists whatever a scope line says.
Not startedStart →Lesson 2 · 15 min · 11 slides · 13 questions
Scope identification, inclusions and exclusions: materials, standards and design constraints
How a specification section is arranged, what three agency and university sections include and hand to others, why thickness belongs in the scope line, and how to test a specified item against AFS’s limits.
You will be able to: Name the places a flashing item can be specified, say which section owns it according to the specifications opened for this module, read a thickness table without treating a dash as a rule, and check a specified item against AFS’s published limits.
Not startedStart →Lesson 3 · 13 min · 12 slides · 10 questions
Scope identification, inclusions and exclusions: methods and worked application
An eight-step review from collecting every addendum to a second-reader check, with worked examples on piece count, girth against AFS’s limits and addenda, and how AFS’s takeoff handles what a drawing does not say.
You will be able to: Run an eight-step scope review on a drawing set and specification, record what was not found, write inclusions, exclusions and clarifications that cannot be misread, and choose a takeoff scope on purpose.
Not startedStart →Lesson 4 · 10 min · 10 slides · 7 questions
Scope identification, inclusions and exclusions: defects, verification and case study
Ten scope defects tied to the sources, a second-reader checklist and the evidence to file, a constructed case study of a cleat nobody carried, and the options for closing a found gap.
You will be able to: Recognize the common ways a scope goes wrong, run a second-reader check, walk a constructed case study to the written question that closes the gap, and say which corrective options the contract may allow.
Not startedStart →
Practical task
Produce a scope job packet for one parapet coping with its continuous cleat, using a drawing and specification you have or a detail you sketch: a marked-up detail, a scope matrix, written inclusions, exclusions and clarifications, the written questions you would raise, the takeoff scope you would choose and why, and an analysis of one scope defect you found.
Hand in
- A marked-up detail or sketch of the parapet that shows which document and section each piece comes from, with every unknown marked as a question
- A one-page scope matrix with a row for each piece and its furnish, install, by others, basis and question columns filled in or left as visible blanks
- Written inclusions, exclusions and clarifications for the coping and cleat, in the style of the correct example, with the party named for every exclusion
- An RFI list and a log of the addenda you read, with the takeoff scope you chose and the reason
- A defect analysis of one gap or overlap you found, with the corrective option you would use and the checklist tests it failed
Rubric
| Criterion | Meets the standard when |
|---|---|
| Documents | Names every document and addendum the scope rests on and says which section or sheet each piece comes from, without presenting one specification’s ranking or thickness as a rule for every project. |
| Matrix | Leaves no silent blank: every empty furnish, install or thickness cell is a written question, and the cleat is its own row. |
| Wording | Replaces “as required” with included items, excluded items with the party named, and notes, and states assumptions and allowances. |
| AFS limits | Checks the piece length and flat width of each item against the 126 in and 48 in limits and treats anything over as an RFI or a split-piece proposal, never a silent change. |
| Defect analysis | Names the defect type, ties it to the checklist, and picks a corrective option that the contract form could allow, without giving legal advice. |