Subject to Clause 3.2.1(2), when a consulting engineer is, in addition to his normal functions as consulting engineer, appointed as the client’s principal agent for the purposes of procurement and construction on a multi-disciplinary project, the consulting engineer is also responsible for the following:
Stage 3 services – Design Development
| 1. | Prepare, co-ordinate, agree and monitor a detailed design and documentation programme. |
Typical deliverables:
| (a) | Detailed design and documentation programme. |
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 appropriate insurance. |
| 4. | Manage procurement process and recommend contractors for approval by the client. |
| 5. | Agree the format and procedures for monitoring and control by the quantity surveyor and/or other consultants of the cost of the works. |
| 6. | Co-ordinate and assemble the contract documentation for signature. |
Typical deliverables:
| (a) | Procurement programme |
| (b) | Tender/contract conditions |
| (c) | Contract documentation for signature. |
Stage 5 services – Construction Administration
| 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. | Review, approve and monitor 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 environmental consultant. |
| 13. | Establish procedures for monitoring scope and cost variations. |
| 14. | Monitor, review, approve and issue 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. | Coordinate, monitor and issue practical completion lists and the certificate of practical completion. |
Typical deliverables:
| (b) | Approved construction programme |
| (c) | Construction documentation |
| (g) | Certificates of practical completion |
| (h) | Facilitate and expedite receipt of occupation certificates. |
Stage 6 services – Close-Out
| 1. | Co-ordinate and monitor rectification of defects. |
| 2. | Manage procurement of operations 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. |