Scope and responsibilities.
Agree inputs, locations, users, quality requirements, technical reviewers, software modules, milestones and acceptance checks.
FOR CONTRACTORS AND PROCUREMENT
A clear scope before appointment.
Agree the service, people, commercial terms and supplier information required for your project.
YOUR POINT OF CONTACT
Darren Pannell.
Discuss project setup, process review, training and ongoing support directly with Darren. Confirm delivery capacity, site attendance and programme against your requirements.
darren.pannell@precisegrp.co.ukMOBILISATION & SUPPORT
A defined route from setup to handover.
Darren leads implementation. Before starting, the proposal records the workfront, delivery dates, available capacity and named contacts. Rollout is phased against that agreed plan.
Pilot and train.
Test bookings, evidence, corrections and authorisation with named users. Record findings and outstanding actions before extending the setup.
Keep ownership clear.
Provide agreed configuration notes, role responsibilities, outstanding actions and the review decision. Confirm any ongoing support separately.
| Support arrangement | Confirmed in the appointment |
|---|---|
| Contact and response | Named lead and client contact, support channel, working hours, response windows and escalation route. |
| Capacity and absence | Agreed workload, planned availability and any required cover. Any additional person or substitute needs agreed authority and access. |
| Configuration changes | Named change requester, approval responsibility, impact review, update record and user communication. |
| Continuity and exit | Client access, configuration handover, outstanding actions and agreed exports. Software access and provider support follow the applicable SMP terms. |
SUPPLIER ONBOARDING
Agree the evidence before appointment.
Use this checklist to define your onboarding requirements. It lists documents to verify; it does not represent a certification, insurance level or approved-supplier status.
| Review area | Information to confirm |
|---|---|
| Contracting identity | Legal contracting name and status, registration details where applicable, business address and VAT status. |
| Insurance | Relevant current certificates, insured activities, limits and expiry dates matched to the proposed appointment. |
| Competence and references | Relevant delivery background, named personnel, any claimed qualifications and permission-cleared references. |
| Commercial appointment | Deliverables, exclusions, programme, fees, payment stages, software charges, change control and acceptance criteria. |
| Project information | Data responsibilities, authorised access, permitted use, export/handover requirements and the applicable software-provider documents. |
Your proposal separates the costs.
| Cost item | What to agree |
|---|---|
| Implementation | Defined locations, stages and deliverables; configuration, pilot work, training and handover; programme and fee. |
| Software | SMP trial eligibility, licences, additional modules and supplier terms. Confirm which charges are payable to the platform provider. |
| Site attendance | Agreed visits, location, time and any travel or expenses. |
| Ongoing support | Included tasks, review frequency, availability, response arrangements and fees. |
| Optional commercial services | Variation administration, QS support and document control are scoped and priced separately. |
Scope changes, exclusions, payment stages and acceptance criteria are set out in the written proposal. Your enquiry does not commission work.
Agree responsibilities and data handling.
Design, technical approvals, site supervision, statutory obligations and contractual payment authority remain with the appointed contractor and relevant parties. Precise Group’s implementation responsibilities are recorded in the agreed appointment.
The contractor identifies who owns and authorises access to project information. Precise Group configures the agreed workflow and access within its appointment; SMP provides the underlying software. Before rollout, agree named permissions, record ownership, retention, access removal and export or handover requirements. Review the applicable SMP hosting, security and data-processing documentation through supplier onboarding; website enquiry handling is described separately in the privacy notice.
Meet your delivery lead →Agree your project scope.
Discuss the workfront, people and records your project needs.