Should the client require the consulting engineer to undertake duties of an engineering management nature on behalf of the client, the additional services will include the following:
Stage 1 Services – Inception
| 1. | Facilitate development of a clear project brief. |
| 2. | Establish the procurement policy for the project. |
| 3. | Assist the client in the procurement of necessary and appropriate other consultants including the clear definition of their roles and responsibilities. |
| 4. | Establish, in conjunction with the client, other consultants and all relevant authorities, the site characteristics, rights and constraints for the proper design of the intended project. |
| 5. | Define the consultant's scope of work and services. |
| 6. | Conclude the terms of the agreement with the client. |
| 7. | Facilitate a schedule of the required consents and approvals. |
| 8. | Prepare, co-ordinate and monitor a project initiation programme. |
| 9. | Facilitate client approval of all Stage 1 documentation. |
Typical deliverables:
| (d) | Project procurement policy |
| (f) | Integrated schedule of consents and approvals |
| (g) | Project initiation programme |
| (h) | Record of all meetings. |
Stage 2 services – Concept and Viability
| 1. | Assist the client to procure the other consultants. |
| 2. | Advise the client on the requirement to appoint a health and safety consultant. |
| 3. | Communicate the project brief to the other consultants and monitor the development of the concept and viability. |
| 4. | Agree format and procedures for cost control and reporting by the other consultants. |
| 5. | Prepare a documentation programme and indicative construction programme |
| 6. | Manage and integrate the concept and viability documentation for presentation to the client for approval. |
| 7. | Facilitate approval of the concept and viability by the client. |
| 8. | Facilitate approval of the concept and viability by statutory authorities. |
| 9. | Facilitate input required from health and safety consultant |
Typical deliverables:
| (a) | Signed consultant/client agreements |
| (b) | Indicative documentation programme and construction programme |
| (c) | Approval by the client to proceed to Stage 3. |
Stage 3 Services – Design Development
| 1. | Agree and implement communication processes and procedures for the design development of the project. |
| 2. | Assist the client to procure the necessary other consultants including the clear definition of their roles and responsibilities. |
| 3. | Prepare, co-ordinate, agree and monitor a detailed design and documentation programme. |
| 4. | Conduct and record consultants' and management meetings. |
| 5. | Facilitate input required by health and safety consultant. |
| 6. | Facilitate design reviews for compliance and cost control. |
| 7. | Facilitate timeous technical co-ordination. |
| 8. | Facilitate client approval of all Stage 3 documentation. |
Typical deliverables:
| (a) | Additional signed client/consultant agreements |
| (b) | Documentation programme |
| (c) | Record of all meetings |
| (d) | Approval by the client to proceed to Stage 4. |
Stage 4 services – Documentation and Procurement
| 1. | Recommend and agree procurement strategy for contractors, subcontractors and suppliers with the client and the other consultants. |
| 2. | Prepare and agree the procurement programme. |
| 3. | Advise the client, in conjunction with the other consultants, on the appropriate insurance. |
| 4. | Co-ordinate and monitor preparation of procurement documentation by consultants in accordance with the project procurement programme. |
| 5. | Manage procurement process and recommend contractors for approval by the client. |
| 6. | Agree the format and procedures for monitoring and control by the quantity surveyor of the cost of the works. |
| 7. | Co-ordinate and assemble the contract documentation for signature. |
Typical deliverables:
| (a) | Procurement programme |
| (b) | Tender/contract conditions |
| (c) | Record of all meetings |
| (d) | Obtain approval by the client of tender recommendation(s) |
| (e) | Contract documentation for signature. |
Stage 5 services – Contract Administration and Inspection
| 1. | Arrange site handover to the contractor. |
| 2. | Establish construction documentation issue process. |
| 3. | Agree and monitor issue and distribution of construction documentation. |
| 4. | Instruct the contractor on behalf of the client to appoint subcontractors. |
| 5. | Conduct and record regular site meetings. |
| 6. | Monitor, review and approve the preparation of the construction programme by the contractor. |
| 7. | Regularly monitor performance of the contractor against the construction programme. |
| 8. | Adjudicate entitlements that arise from changes required to the construction programme. |
| 9. | Receive, co-ordinate and monitor approval of all contract documentation provided by contractors. |
| 10. | Agree quality assurance procedures and monitor implementation thereof by the other consultants and the contractors. |
| 11. | Monitor preparation and auditing of the contractor’s health and safety plan and approval thereof by the health and safety consultant. |
| 12. | Monitor preparation of the environmental management plan by the consultant. |
| 13. | Establish procedures for monitoring scope and cost variations. |
| 14. | Monitor, review, approve and issue payment certificates. |
| 15. | Receive, review and adjudicate any contractual claims. |
| 16. | Monitor preparation of financial control reports by the other consultants. |
| 17. | Prepare and submit progress reports. |
| 18. | Co-ordinate, monitor and issue practical completion lists and the certificate of practical completion. |
| 19. | Facilitate and expedite receipt of the occupation certificate where relevant. |
| 20. | Manage the review and approval of all necessary shop details and product propriety information. |
Typical deliverables:
| (b) | Approved construction programme |
| (c) | Construction documentation |
| (g) | Certificates of practical completion. |
Stage 6 services – Close-Out
| 1. | Co-ordinate and monitor rectification of defects. |
| 2. | Manage procurement of operation and maintenance manuals, guarantees and warranties. |
| 3. | Manage preparation of as-built drawings and documentation. |
| 4. | Manage procurement of outstanding statutory certificates. |
| 5. | Monitor, review and issue payment certificates. |
| 6. | Issue completion certificates. |
| 7. | Manage agreement of final accounts. |
| 8. | Prepare and present the project close-out report. |
Typical deliverables:
| (a) | Completion certificates |
| (b) | Record of necessary meetings |
| (c) | Project close-out report. |
