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Engineering Profession Act, 2000 (Act No. 46 of 2000)

Board Notices

Guideline Scope of Services and Professional Fees

Scope of Services and Tariff of Fees for Persons Registered in terms of the Act

3. Guideline Scope of Services

3.3 Additional Services

3.3.5 Engineering management services (principal consultant)

 

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:

 

(a) Project brief
(b) Agreed scope of work
(c) Agreed services
(d) Project procurement policy
(e) Signed agreements
(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:

 

(a) Signed contracts
(b) Approved construction programme
(c) Construction documentation
(d) Payment certificates
(e) Progress reports
(f) Record of meetings
(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.