Planning, Studies, Investigations & Assessments

(Defined as: Establish client requirements and preferences, assess user needs and options, appointment of necessary consultants, establish the project brief including project objectives, priorities, constraints, assumptions aspirations and strategies)

• Assist in developing a clear project brief.
• Attend project initiation meetings.
• Advise on procurement policy for the project.
• Advise on the rights, constraints, consents and approvals.
• Define the services and scope of work required.
• Conclude the terms of the agreement with the client.

Inspect the site and advise on the necessary surveys, analyses, tests and site or other investigations where suchinformation will be required for Stage 2 including the availability and location of infrastructure and services.

Determine the availability of data, drawings and plans relating to the project. Advise on criteria that could influence the project life cycle cost significantly. Provide necessary information within the agreed scope of the project to other consultants involved.

Deliverables will typically include:

• Agreed services and scope of work.
• Signed agreement.
• Report on project, site and functional requirements.
• Schedule of required surveys, tests, analyses, site and other investigations.
• Schedule of consents and approvals.

(Defined as: Prepare and finalise the project concept in accordance with the brief, including project scope, scale, character, form and function, plus preliminary programme and viability of the project)

• Agree documentation programme with principal consultant and other consultants involved.
• Attend design and consultants’ meetings.
• Establish the concept design criteria.
• Prepare initial concept design and related documentation.
• Advise the client regarding further surveys, analyses, tests and investigations which may be required.
• Establish regulatory authorities’ requirements and incorporate into the design.
• Refine and assess the concept design to ensure conformance with all regulatory requirements and consents.
• Establish access, utilities, services and connections required for the design.
• Coordinate design interfaces with other consultants involved.
• Prepare preliminary process designs, preliminary designs, and related documentation for approval by authorities and client and suitable for costing.
• Provide cost estimates and comment on life cycle costs as required.
• Liaise,co-operate and provide necessary information to the client, principal consultant and other consultants involved.

Typical deliverables will include:

• Concept design.
• Schedule of required surveys, tests and other investigations and related reports.
• Process design.
• Preliminary design. Cost estimates as required.

(Defined as: Develop the approved concept to finalise the design, outline specifications, cost plan, financial viability and programme for the project)

• Review documentation programme with principal consultant and other consultants involved.
• Attend design and consultants’ meetings.
• Incorporate client’s and authorities’ detailed requirements into the design.
• Incorporate other consultant’s designs and requirements into the design.
• Prepare design development drawings including draft technical details and specifications.
• Review and evaluate design and outline specification and exercise cost control.
• Prepare detailed estimates of construction cost.
• Liaise, co-operate and provide necessary information to the principal consultant and other consultants involved.
• Submit the necessary design documentation to local and other authorities for approval.

Typical deliverables will include:

• Design development drawings
• Outline specifications.
• Local and other authority submission drawings and reports.
• Detailed estimates of construction costs.

(Defined as: Prepare procurement and construction documentation, confirm and implement the procurement strategies and procedures for effective and timeous procurement of necessary resources for execution of the project.)

• Attend design and consultants’ meetings.
• Prepare specifications and preambles for the works.
• Accommodate services design.
• Check cost estimates and adjust designs and documents if necessary to remain within budget.
• Formulate the procurement strategy for contractors or assist the principal consultant where relevant.
• Prepare documentation for contractor procurement.
• Review designs, drawings and schedules for compliance with approved budget.
• Calling for tenders and/or negotiation of prices and/or assist the principal consultant where relevant.
• Liaise, co-operate and provide necessary information to the principal consultant and the other consultants as required.
• Evaluation of tenders.
• Preparation of contract documentation for signature
• Assist in pricing, documentation and tender evaluation as required when the detailed services for these activities are provided by others.
• Assess samples and products for compliance and design intent.

Typical deliverables will include:

• Specifications.
• Services co-ordination.
• Working drawings.
• Budget construction cost.
• Tender documentation.
• Tender evaluation report.
• Tender recommendations.
• Priced contract documentation.

(Defined as: Manage, administer and monitor the construction contracts and processes including preparation and coordination of procedures and documentation to facilitate practical completion of the Works)

Attend Site Handover.

Issue construction documentation in accordance with the documentation schedule including, in the case of structural engineering, reinforcing bending schedules and detailing and specifications of structural steel sections and connections.

• Carry out contract administration procedures in terms of the contract.
• Prepare schedules of predicted cash flow.
• Prepare pro-active estimates of proposed variations for client decision making.
• Attend regular site, technical and progress meetings.
• Inspect works for quality and conformity to contract documentation, on average once every 2 weeks during the course of the Works as described in more detail for Level 1 Construction Monitoring in 3.3.2(6)(a).
• Adjudicate and resolve financial claims by contractor(s).
• Assist in the resolution of contractual claims by the contractor.
• Establish and maintain a financial control system.
• Clarify details and descriptions during construction as required.
• Prepare valuations for payment certificates to be issued by the principal agent.
• Instruct, witness and review of all tests and mock ups carried out both on and off site.
• Check and approve contractor drawings for design intent.
• Update and issue drawings register.
• Issue contract instructions as and when required.
• Review and comment on operation and maintenance manuals, guarantee certificates and warranties.
• Inspect the works and issue practical completion and defects lists.
• Arranging for the delivery of all test certificates, statutory (regulatory) and other approvals, as built drawings and operating manuals

Typical deliverables will include:

• Schedules of predicted cash flow.
• Construction documentation.
• Drawing register.
• Estimates for proposed variations.
• Contract instructions.
• Financial control reports.
• Valuations for payment certificates.
• Progressive and draft final account(s)
• Practical completion and defects list
• Electrical Certificate of Compliance

(Defined as: Fulfill and complete the project close-out including necessary documentation to facilitate effective completion, handover and operation of the project)

• Inspect and verify the rectification of defects
• Receive, comment and approve relevant payment valuations and completion certificates
• Facilitate and/or procure final operations and maintenance manuals, guarantees and warranties.
• Prepare and/or procure as-built drawings and documentation.
• Conclude the final accounts where relevant.

Typical deliverables will include:

• Valuations for payment certificates
• Works and final completion lists
• Operations and maintenance manuals, guarantees and warranties
• As-built drawings and documentation
• Final accounts