How do I create work specifications for a shipyard?

To create work specifications for a shipyard, start by listing every job you want done, then describe each item clearly enough that any yard can price it accurately and carry it out without guessing. A good specification covers the scope of work, the technical standard required, the materials to be used, and any acceptance criteria. The sections below walk through each part of the process, from gathering your documents to avoiding the mistakes that cause cost overruns and delays.

What should a shipyard work specification include?

A shipyard work specification should include a clear description of every work item, the technical standard or class requirement it must meet, the materials or parts to be used, and the acceptance criteria that confirm the job is complete. It should also state who is responsible for supplying materials, what access the yard needs, and any safety or environmental requirements that apply.

Think of the specification as a contract in plain language. Each item needs enough detail for a shipyard estimator to price it without making assumptions, and enough clarity for the engineer carrying out the work to know exactly what a finished job looks like. Vague entries like “service main engine” leave too much room for interpretation and almost always lead to disputes or unexpected costs during shipyard periods.

A well-structured specification also includes a general conditions section at the front, covering items such as working hours, yard access, owner-furnished equipment, and the process for raising variation orders if additional work is found during the period.

How do you define the scope of work for a shipyard?

You define the scope of work by identifying every system and structure on the vessel that requires attention, then deciding which items are mandatory, which are preventive, and which are desirable if budget allows. Group work by trade or location on the vessel so that the yard can allocate the right teams efficiently and you can track progress clearly.

Start with your planned maintenance system records. Outstanding jobs, items approaching their service interval, and any defects logged by the crew form the foundation of the scope. Add to this any class survey requirements due during the period, flag state obligations, and recommendations from the last dry-docking report.

Once you have a raw list, prioritise it. Safety-critical and class-required work is non-negotiable. Preventive maintenance that would be expensive to carry out at sea comes next. Cosmetic or improvement work fills the remaining budget and time. This three-tier approach keeps the scope realistic and gives you a clear basis for negotiation if the yard’s initial quote comes in over budget.

What technical documents do you need before writing specs?

Before writing shipyard specifications, you need the vessel’s class survey status report, planned maintenance records, the previous dry-docking specification and completion report, manufacturer service manuals for key equipment, and any outstanding defect or observation reports from the flag state or classification society. These documents give you the technical baseline from which every work item is written.

The previous dry-docking specification is particularly useful. It shows what was done last time, what was found when the vessel came out of the water, and what the yard charged. Comparing it against the current condition of the vessel helps you anticipate what you are likely to find again and write more accurate items this time around.

Drawings and technical plans matter too, especially for hull work, tank inspections, and any structural repairs. If the yard needs to access a specific area, knowing the frame spacing, tank boundaries, or pipe routing in advance saves time and avoids the need to stop work while plans are tracked down mid-period.

How do you write a work item that shipyards can quote accurately?

Write each work item using a consistent format: what is to be done, where on the vessel, to what standard, using what materials, and how the completed work will be verified. Avoid open-ended language. The more specific the item, the more accurate the quote and the less room for disagreement when the invoice arrives.

A useful structure for each item is: action, location, specification, and acceptance. For example: “Remove, overhaul, and refit both sea chest valves in the engine room forward bilge. Overhaul to include lapping of seats and renewal of gland packing. Completed work to be pressure-tested to 1.5 times working pressure and witnessed by the owner’s representative.” That item leaves nothing open to interpretation.

Where manufacturer service procedures apply, reference them directly rather than paraphrasing. Stating “overhaul to be carried out in accordance with the maker’s current service manual” ties the work to a defined standard and removes any ambiguity about what the job entails.

Who should be involved in creating shipyard specifications?

Creating shipyard specifications should involve the captain, the chief engineer, the technical superintendent or yacht manager, and ideally a class surveyor or technical consultant if major survey work is planned. Each brings a different perspective: the captain and engineer know the vessel’s day-to-day condition, while the superintendent or manager brings experience of how yards price and execute work.

The captain and chief engineer are your primary source of information about what the vessel actually needs. Their maintenance logs, defect lists, and operational experience are the starting point for any specification. Without their input, you risk missing items that only become visible to someone living and working on board.

The technical superintendent or manager adds structure and commercial awareness. They know how to write items that yards understand, how to anticipate what will be found when the vessel is lifted, and how to build contingency into the scope without inflating the budget unnecessarily. For owners who do not have a full-time technical team, working with an experienced manager during the planning phase of shipyard periods makes a significant difference to both the quality of the specification and the final cost.

What are the most common mistakes in shipyard work specifications?

The most common mistakes in shipyard work specifications are writing items that are too vague to price accurately, omitting access and staging requirements, failing to include acceptance criteria, and not building in a contingency allowance for work found during the period. These errors consistently lead to cost overruns, delays, and disputes with the yard.

Vague scope items are the biggest single cause of budget problems during shipyard periods. When a yard quotes an open-ended item, they will either price high to cover uncertainty or price low and raise a variation order once work begins. Neither outcome serves the owner.

Leaving out access and staging requirements is a less obvious but equally costly mistake. If the yard needs to erect scaffolding, remove equipment to gain access, or hire specialist subcontractors, those costs need to appear in the specification so they are priced upfront rather than added as extras.

Finally, many specifications are written without a contingency section. When work begins and the vessel is opened up, additional findings are almost inevitable. Having a pre-agreed process for raising and approving additional work items, with a realistic contingency budget set aside, keeps the period on track and avoids the friction of constant unplanned approvals.

If you are planning an upcoming shipyard period and want support putting together a specification that is thorough, commercially sound, and ready for yard tender, we are happy to help. Our technical support team works with owners and captains through every stage of the process, from initial scope planning to yard supervision and sign-off. Every vessel is different, so the best place to start is a conversation. Get in touch with us and we will work out what the right level of support looks like for your project.

Frequently Asked Questions

How far in advance should I start preparing a shipyard specification?

Ideally, you should begin preparing your shipyard specification at least three to six months before the planned yard period. This gives you enough time to gather all necessary technical documents, consult with the captain and chief engineer, obtain class survey status updates, and issue the specification to multiple yards for competitive tendering. Starting early also means you have time to revise the scope if initial quotes come in over budget, without putting pressure on the schedule.

How do I handle work that is discovered once the vessel is already in the yard?

The best approach is to establish a clear variation order process within the specification’s general conditions before work begins. This should define who has authority to approve additional work, what documentation the yard must provide before proceeding, and what the agreed labour and material rate basis will be for unplanned items. Having a pre-agreed contingency budget — typically 10 to 15 percent of the total estimated cost — gives you financial headroom to act quickly without derailing the overall project.

Should I send the same specification to every yard, or tailor it for each one?

You should send a consistent core specification to every yard you are tendering with, so that quotes are directly comparable on a like-for-like basis. However, it is reasonable to include yard-specific clarifications or addenda if a particular facility has known limitations or capabilities that affect how certain work items would be executed. Keeping the base document identical across all yards is essential — any variation in scope between quotes makes cost comparison unreliable and can lead to disputes later.

What is the best way to specify paint and coating work to avoid disputes?

Paint and coating specifications should reference the paint manufacturer’s product data sheets and application procedures directly, and state the required surface preparation standard (typically an ISO 8501-1 grade such as Sa 2.5 for blasted steel). Specify the number of coats, the dry film thickness for each coat, and the inspection method — such as holiday testing for tank coatings or DFT gauge readings for antifouling. Acceptance criteria tied to measurable outcomes leave no room for disagreement about whether the work has been completed to the required standard.

Can I use a previous dry-docking specification as a template for the next one?

Yes, and it is strongly recommended — the previous specification and its completion report are among the most valuable documents you have. They show what was scoped, what was actually found, what additional work was raised, and what the final costs looked like. Use it as your starting point, updating each item to reflect the vessel’s current condition, any change in class requirements, and lessons learned from how the yard interpreted and priced the previous scope. Just be careful not to carry forward items that were already completed without reviewing whether they are due again.

How do I write specification items for class survey work if I am not a surveyor myself?

Start by obtaining the survey status report from your classification society, which lists every survey item due or overdue and the applicable rule reference. Use this as the basis for your specification items, and where the class rules reference a specific test, inspection method, or standard, quote that reference directly in the item. If you are unsure how to translate a class requirement into a practical work item, your technical superintendent, a class-approved service supplier, or the society’s own technical helpdesk can provide guidance — most societies are willing to clarify survey scope requirements before the yard period begins.

What should I do if a yard's quote comes back significantly lower than the others?

A significantly lower quote should be treated as a red flag rather than an automatic win. Ask the yard to provide a detailed breakdown of how they have priced each item, and compare it line by line against the higher quotes to identify where the difference lies. Common reasons for a low quote include the yard omitting items, pricing on a narrower interpretation of the scope, or planning to recover margin through variation orders once work is underway. Clarifying these points before awarding the contract protects you from a low opening price that escalates significantly during the period.

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