Chapters 3 and 4 of the Guidelines to Professional Practice Edition ...

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Chapters 3 and 4 of the Guidelines to Professional Practice Edition ...

Chapters 3 and 4

of the Guidelines to Professional Practice

Edition for Professional Examination Preparation


Table of contents

CHAPTER 3 – TECHNICAL PRACTICE

3.1 Analysis ...................................................................................................................... 35

3.1.1 Identifying project information ...................................................................................... 35

3.1.2 Studies ......................................................................................................................... 36

3.1.3 Reports ......................................................................................................................... 37

3.1.4 Developing the solution selected ................................................................................. 38

3.1.5 Obtaining access, services and land ............................................................................ 39

3.1.6 Reviewing professional services or assignments taken over from another

engineer ....................................................................................................................... 39

3.1.7 Expert testimony .......................................................................................................... 40

3.2 Design ......................................................................................................................... 41

3.2.1 Site inspection .............................................................................................................. 41

3.2.2 Collecting special information ...................................................................................... 41

3.2.3 Calculations .................................................................................................................. 42

3.2.4 Design development .................................................................................................... 42

3.2.5 Risk control .................................................................................................................. 43

3.2.6 Plans ............................................................................................................................ 43

3.2.7 Specifications ............................................................................................................... 44

3.2.8 Price schedule .............................................................................................................. 44

3.2.9 Cost estimates ............................................................................................................. 45

3.2.10 Bidding documents ....................................................................................................... 45

3.2.11 Technical changes ....................................................................................................... 46

3.2.12 Transfer of knowledge .................................................................................................. 46

3.3 Execution .................................................................................................................... 47

3.3.1 Procurement of goods and services ............................................................................. 47

3.3.2 Invitations for Bids ........................................................................................................ 48

3.3.3 Addenda ....................................................................................................................... 49

3.3.4 Bid opening, analysis and evaluation ........................................................................... 50

3.3.5 Awarding the contract .................................................................................................. 51

3.3.6 Purchasing ................................................................................................................... 52

3.3.7 Contracts ...................................................................................................................... 53

3.3.8 Communicating with suppliers and contractors ............................................................ 53

3.3.9 Shop drawings and suppliers' manuals ........................................................................ 54

3.3.10 Equivalents ................................................................................................................... 55

3.3.11 Supervision of work ...................................................................................................... 56

3.3.12 Monitoring .................................................................................................................... 58

3.3.13 Payment schedule ........................................................................................................ 59

3.3.14 Changes ....................................................................................................................... 59

3.3.15 Acceptance .................................................................................................................. 60

3.3.16 As-built drawings .......................................................................................................... 61


3.4 Operation .................................................................................................................... 63

3.4.1 Commissioning ............................................................................................................. 63

3.4.2 Start-up ........................................................................................................................ 63

3.4.3 Training of personnel ................................................................................................... 64

3.4.4 Procuring raw materials and work tools ....................................................................... 64

3.4.5 Establishing operating and maintenance procedures .................................................. 65

3.4.6 Technical assistance .................................................................................................... 67

3.4.7 Operation ..................................................................................................................... 67

3.4.8 Troubleshooting ........................................................................................................... 68

CHAPTER 4 – PROJECT MANAGEMENT

4.1 Selecting professionals ............................................................................................. 71

4.2 Client participation ..................................................................................................... 72

4.3 Reporting structure and supervision ....................................................................... 73

4.4 Starting a project ........................................................................................................ 74

4.5 Product control and the client's needs .................................................................... 75

4.6 Coordination ............................................................................................................... 77

4.7 Meetings ...................................................................................................................... 78

4.8 Quality ......................................................................................................................... 78

4.9 Project procedures .................................................................................................... 79

4.10 Cost control ................................................................................................................ 79

4.11 Schedule control ........................................................................................................ 80

4.12 Coding of equipment and materials ......................................................................... 80

4.13 Permits ........................................................................................................................ 81

4.14 Reference material for the client .............................................................................. 81

4.15 Post-project evaluation ............................................................................................. 82

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