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

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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 2
Page 1: Chapters 3 and 4 of the Guidelines

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

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