Report type 5
Scope and Quotation Review Report
An independent review of a scope of works and associated quotation, assessing whether the scope is necessary and complete, and whether quantities, rates and margins are fair.
An independent check on scope and cost
When a scope of works and quotation arrives in a claim or dispute, the question is rarely simple. Is every item in the scope actually necessary? Is anything missing? Are the quantities accurate, the rates reasonable, and the margins appropriate? A Scope and Quotation Review Report provides an independent, line-by-line assessment of the scope and quotation provided — identifying items that are unnecessary, incomplete, overpriced, or underpriced — and recommending adjustments where warranted. It is a desktop review by default, with a site inspection available where the scope cannot be assessed from documents alone.
What the review covers
Necessity
Is each item in the scope actually required to repair the damage? Items that go beyond what is necessary to restore the property to its pre-loss condition are identified.
Completeness
Is the scope complete? Items that are missing from the scope but are necessary to properly repair the damage are identified and added to the recommended scope.
Quantities
Are the quantities accurate? Measurements are checked against the documents and, where a site inspection is instructed, against the physical dimensions of the work.
Rates and margins
Are the rates and margins reasonable for the type of work, the location, and the market at the time? Rates that are above or below market are identified and a recommended rate is provided.
What is included
- Review of the scope of works and quotation provided
- Opinion on whether the scope is necessary and complete
- Assessment of quantities, rates and margins
- Recommended scope and rate adjustments where applicable
- Signed report on the Meridian Scope and Quotation Review template
Not included: Site inspection unless specifically requested and agreed.
Who instructs a Scope and Quotation Review Report
Insurers
Where a repairer's scope and quotation needs to be independently reviewed before authority is given to proceed with repairs.
Loss adjusters
Where the scope and quotation in a claim needs to be assessed for necessity, completeness, and fair pricing before the claim is settled.
Insurance builders
Where an independent review of a competing scope or quotation is needed to support a dispute with an insurer or insured.
Construction and insurance lawyers
Where the quantum of a building dispute turns on the reasonableness of a scope of works and quotation, and an independent expert opinion is required.
Instruct a Scope and Quotation Review Report
Send us the matter details and we will confirm scope, fee and availability by return.