Sample scope

Sample written scope: rack rows and IDs pilot

This is the kind of written scope you get within 2 business days of a scoping call. It covers a small tool for Autodesk® Revit® software: what we'll build, what we won't, what you provide, how you'll test it, when, and the fixed price.

Sample document. Fictional project, for illustration only. The project, file names, quantities and dates are made up to show the format. Your scope is written for your task.

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How to read it

Three things to look for in any scope we send.

Short and specific

Two printed pages in plain English. Every deliverable, input and date is listed, so both sides know what's agreed.

The test defines "done"

Section 6 is the acceptance test. You run it on your model, and each line passes or fails.

One fixed price

The price in the scope is the price. Anything new is quoted as a change before we do it.

Scope of work · Fixed-price pilot

Pilot: rack rows and IDs for data hall DH1

Sample

Sample document. Fictional project, for illustration only.

Project
Example Data Center, Building 1 (fictional)
Client
Sample Client Co. (fictional), called “you” in sections 9–11
Prepared by
SS Technologies · Shreyansh Shende, Founder
Reference
SAMPLE-PILOT-01, version 1
Revit version
Revit 2026 (.NET 8 build)
Tool type
Small C# add-in with one ribbon button, "Place racks"
Fixed price
$1,250 (US dollars, excluding any applicable taxes)
Estimated delivery
Business day 10 after signing, if inputs arrive by day 2

1. Summary

The client's VDC team places racks in data hall DH1 by hand from the owner's rack list, then types each rack ID. This pilot builds one tool that does both from an Excel file, and lists aisles narrower than the minimum clearance the client sets. If the pilot passes, the client can decide whether to extend it to other halls and buildings, quoted separately.

2. In scope

  • Read the rack list from the client's Excel file: one row per rack, with row letter, position and rack type.
  • Place the client's rack family at each position in rows A–H of data hall DH1, using the row start points and rack pitch in the file.
  • Fill the Asset ID parameter named in the client's standard with the owner's scheme, hall-row-position, for example DH1-A-03. Also fill the Hall and Row parameters.
  • Show a preview (how many racks will be placed, and the first and last IDs) before any change. Cancel makes no change.
  • Run all changes in one Revit transaction, so one Undo restores the model.
  • Measure the clear width of each aisle between facing rows and write a clearance report (Excel) listing every aisle narrower than the minimum in the rack list.
  • Write a log file listing every rack placed and every ID set.

3. Out of scope

  • Other data halls and other buildings, including campus IDs such as B2-DH1-A-01
  • A and B power feeds, such as RPP-1A-01 and RPP-1B-01
  • Renumbering racks already in the model
  • Creating or changing the rack family (the client provides it)
  • Revit versions other than Revit 2026
  • Choosing clearance values, or any other engineering judgment
  • On-site work and Autodesk licenses

Any of these can be added later as a change, quoted in writing first.

4. Inputs the client provides

InputDetailsNeeded by
Test modelA detached copy of the DH1 model, saved in Revit 2026Day 1
Rack familyThe rack family (.rfa) the team uses todayDay 1
Owner ID schemeThe page of the owner's standard that defines rack IDsDay 1
Rack listExcel file in our template (sent at kickoff): rows, positions, rack types, row start points and pitchDay 2
Minimum aisle clearanceThe value from the client's engineer of record, entered in the rack list. For this sample: 4 ft (1.2 m)Day 2
Named contactA person who knows the task, for questions, demos and testing (about 1–2 hours a week)Whole pilot
Test workstationA computer with Revit 2026 for the acceptance testAcceptance

5. Deliverables

6. Acceptance test

Set-up: the client runs the test on the test workstation in Revit 2026, on a fresh copy of EDC-B1-DH1-test.rvt, with the agreed rack list DH1-racks.xlsx (160 racks: rows A–H, 20 per row). SS Technologies joins the call. On purpose, the rack list sets two aisles at 3 ft 6 in (1.07 m), so the clearance report has something to find.

#CheckPasses whenPass / fail
1PreviewBefore any change, the tool shows 160 racks to place, first ID DH1-A-01 and last ID DH1-H-20. Cancel leaves the model unchanged.
2PlacementThe tool places all racks listed in the input table: the rack schedule shows 160 racks, each in the row and position listed.
3IDsEvery rack gets an ID matching the hall-row-position scheme, such as DH1-A-03. No rack has an empty Asset ID.
4No duplicatesZero duplicate IDs in the model.
5Clearance reportThe report lists every aisle under 4 ft (1.2 m): both 3 ft 6 in (1.07 m) aisles appear, and no aisle 4 ft (1.2 m) or wider appears.
6UndoOne Undo restores the model to its state before the run.
7LogThe log file lists all 160 racks placed and their IDs.

7. Schedule

StepWhen (business days)
Scope signed, first invoice sent (NDA already signed)Day 0
Kickoff call (30 minutes); inputs receivedDays 1–2
First working version: short recorded demoAbout day 5
Second demo; the client tries it on the test modelAbout day 8
Delivered for acceptance testingDay 10 (estimated)
Client runs the acceptance testWithin 5 business days of delivery
Handover of source code, installer, guide and videoAt acceptance

Dates are estimated. If inputs arrive late, dates move day for day.

8. Price and payment

  • Fixed price: $1,250 in US dollars. Prices exclude any applicable taxes.
  • Invoice 1: $625 (50%) when the scope is signed. Invoice 2: $625 (50%) on acceptance. Each is due in 15 days, by ACH, wire or card.
  • Changes: anything not in section 2 is a change. We quote it in writing before doing it. Nothing is billed without the client's OK.
  • Stopping early: the client pays for work done to date and receives everything built so far.

9. Pilot guarantee and warranty

Pilot guarantee. If the pilot doesn't pass the written acceptance test on the agreed Revit version, we fix it at no charge. If it still doesn't pass within 10 business days of your test report, we refund the pilot fee in full. This doesn't cover changes to the scope, the test model or the Revit version after the scope is signed.

Warranty. A 30-day bug-fix warranty after acceptance. A bug is anything where the tool doesn't do what this scope says on Revit 2026.

10. Ownership, confidentiality and data

  • Work made only for you (here: the add-in source code, installer, rack list template, user guide and video): assigned to you in writing once paid in full.
  • Our reusable components: none planned for this pilot. Any we use are named in the handover, and you get a permanent, firm-wide, royalty-free license to use and change them on any project. We keep ownership so we can keep improving them.
  • Open-source parts: none planned. Any we use stay under their own licenses, listed in your handover.
  • NDA: before any file changes hands, we sign an NDA: yours, after a quick review, or our mutual one. For this pilot, your NDA was signed before the test model was shared. We never name your company or project publicly without written permission.
  • AI: we don't put your models, drawings or project data into AI tools. We may use AI coding assistants on our own code, and a person reviews and tests every line before delivery. AI is used on your data only with your written approval, in tools you approve.
  • Deletion: we delete your files from our systems within 30 days of close-out and confirm in writing. We keep only what the contract requires (the signed scope and invoices) and anything you ask us to keep for warranty work.

11. Assumptions

  • Rows in DH1 are straight and parallel to a grid line. Racks in a row share one pitch, given in the rack list.
  • We build and test on a detached copy of the model, never the live central model.
  • The agreed version is Revit 2026 at the update installed on the test workstation on the start date. A different version after signing is a change to the scope.
  • The client answers questions within 2 business days.
  • Work is done remotely. Calls run on Teams, Zoom or Google Meet.
  • Engineering: our tools apply rules and values that your engineer of record provides. Their outputs are drafting and data aids, not engineering calculations, code-compliance reviews or sealed documents. Your licensed professionals review the results and remain responsible for the design.

12. Sign-off

For the client

Name
Title
Signature
Date

For SS Technologies

NameShreyansh Shende
TitleFounder
Signature
Date

Acceptance record (completed after the test)

ResultPass / Fail
Revit update
Tested by
Date
SS Technologies · SAMPLE-PILOT-01Sample document. Fictional project, for illustration only.
Your own scope

What changes when it's your project.

  • The task, inputs and acceptance test are written for your model and your standard.
  • Bigger jobs get a fixed price for the first phase and an estimate range for the rest.
  • Several Revit versions? The scope lists each one, and the test runs on each.
  • Your NDA, or our mutual one, is signed before any file changes hands.

Read the engagement terms

Pilots at a glance

Price
$750–$1,500, fixed in writing
Estimated time
1–2 weeks
Tool
Dynamo, pyRevit or a small add-in
Payment
50% to start, 50% on acceptance, due in 15 days
Guarantee
Our pilot guarantee, as written in section 9
Free 30-minute scoping call

Have a Revit task your team repeats every week?

Tell us about it. Within 2 business days of the call you get a written scope with a fixed price for a pilot or first phase, and an estimate range for anything bigger. No obligation.