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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

3.3.7 Principal agent of the client

 

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:

 

(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
(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.