DRAFT v0.1 / FILE REF CDD/2026/UK-MID-MKT / INDEPENDENT REFERENCE - NOT M&A ADVICE
§ TEMPLATE
TX1.

CDD Scope of Work Template

Ungated CDD template, on-page, refreshed quarterly.

§ DIRECT ANSWER

CDD Scope of Work Template: structure, sample columns and when to use.

A defensible scope of work names every chapter in scope, marks deliverables, lists exclusions explicitly and sets the reliance regime if VCDD applies.

§ 1.1Standard clauses

  • Scope: chapters and sub-sections
  • Deliverables: chapter set, IC slide, raw matrix workbook
  • Exclusions: anything outside the seven chapters
  • Reliance: bidder list and liability cap if VCDD
  • Fees and payment schedule

§ 1.2Boutique vs Big-4

Boutique SoWs lean lean: 4-6 pages, narrow scope, narrow liability cap. Big-4 SoWs run 12-18 pages with broader scope and lender-acceptable reliance language.

VERIFIED 21 JUN 2026NEXT REVIEW 21 SEP 2026SRC: ICAEW CF; BVCA Industry Activity 2025-26

Marked-up by Oliver Wakefield-Smith. Draft v0.1, 21 June 2026.