Can I Create a Scope of Works Document Without a Quantity Surveyor?

Yes, you can create a scope of works document without a quantity surveyor (QS) — and for smaller, straightforward projects, many NZ homeowners do exactly that. However, the quality of your scope of works directly affects the quality of quotes you receive, your ability to manage contractors, and your protection if disputes arise. Understanding what goes into a solid document will help you decide whether to DIY it or bring in a professional.

What Is a Scope of Works?

A scope of works (sometimes called a statement of works or SOW) is a written document that clearly describes what work is to be carried out on a project. It sets out the tasks, materials, standards, and responsibilities so that every contractor quoting or working on the job is working from the same information. Without one, you risk receiving wildly different quotes that are impossible to compare, and disputes over what was — or wasn't — included in the price.

What Should a Scope of Works Include?

A well-written scope of works typically covers:

• Project overview — a brief description of the property, the work location, and the overall goal (e.g. bathroom renovation, new deck, re-roofing)
• Detailed work items — a clear list of every task to be completed, broken into trades or stages (demolition, framing, plumbing, tiling, painting, etc.)
• Materials and specifications — preferred products, brands, grades, or finishes where relevant (e.g. "600×300 mm porcelain floor tiles, supplied by owner")
• Inclusions and exclusions — explicitly state what is and isn't part of the contract to avoid misunderstandings
• Standards and compliance — reference any applicable NZ Building Code requirements or NZ Standards (e.g. NZS 3604 for timber-framed buildings)
• Programme and milestones — key dates or sequencing requirements
• Consent requirements — note whether a building consent is required and who is responsible for obtaining it
• Provisional sums and PC items — flag any items where costs are not yet confirmed

Can a Homeowner Write One?

Absolutely — especially for smaller projects like repainting, landscaping, or minor fit-out work. If you have a reasonable understanding of the work involved, you can draft a scope yourself using a word processor or spreadsheet. The key is to be specific and unambiguous. Vague language like "fix the bathroom" leads to vague (and incomparable) quotes.

For guidance on what constitutes building work that may require consent, the MBIE Building Performance website is an excellent starting point. Always confirm consent requirements with your local council, as Schedule 1 exemptions vary depending on the work type and your property.

Where Homeowners Commonly Go Wrong

• Leaving out trade interfaces — forgetting to specify who patches the wall after the plumber finishes, for example
• Not specifying materials — leaving it to the contractor's discretion can result in budget-grade products when you expected mid-range
• Ignoring compliance requirements — some work (electrical, plumbing, gas) is restricted work under NZ law and must be carried out by a licensed professional, regardless of what your scope says
• Underestimating complexity — multi-trade or structurally significant projects are much harder to scope accurately without technical knowledge
• No allowance for variations — real projects rarely go exactly to plan; your scope should include a process for managing changes

Restricted Work — Know the Rules

Your scope of works must acknowledge NZ's licensing requirements. Some work cannot legally be done by unlicensed people:

• Electrical work must be carried out by a registered electrician. Check the Electrical Workers Registration Board (EWRB) for what homeowners may do themselves (very limited).
• Plumbing, gasfitting, and drainlaying is regulated by the Plumbers, Gasfitters and Drainlayers Board (PGDB). Most work must be done by a licensed tradesperson.
• Licensed Building Practitioners (LBPs) are required for certain restricted building work under the Building Act. See LBP for details.

Always include the requirement for licensed tradespeople in your scope where applicable.

When Does a Quantity Surveyor Add Real Value?

For larger or more complex projects, a QS brings skills that go well beyond writing a scope. They can:

• Prepare a detailed bill of quantities so every contractor prices the same items
• Provide an independent cost estimate before you go to tender
• Identify gaps or ambiguities in architect or designer drawings
• Manage the tender process and evaluate quotes on a like-for-like basis
• Administer the contract and assess progress payment claims
• Provide expert evidence in the event of a dispute

As a rough guide, engaging a QS is generally worthwhile for projects over $100,000–$150,000, or any project involving multiple trades, significant structural work, or a formal tender process. For insurance reinstatement work, a QS is often essential.

When to Call a Professional

Consider engaging a quantity surveyor or experienced project manager if:

• Your project involves significant structural, weathertightness, or compliance risk
• You are managing multiple contractors simultaneously
• You are dealing with an insurance claim or a disputed contract
• You want independent cost verification before committing to a contract
• Your scope involves complex trade interfaces or specialist subcontractors

You can find qualified quantity surveyors and other building professionals in your area on tradedirectory.co.nz.

A Simple Scope of Works Template Structure

Sources & Further Reading

• MBIE Building Performance — Building work that needs a consent
• BRANZ — Build magazine and technical guidance
• Licensed Building Practitioners — Restricted building work
• Electrical Workers Registration Board
• Plumbers, Gasfitters and Drainlayers Board
• Standards NZ — NZ Standards referenced in the Building Code