Chapters 3 and 4 of the Guidelines to Professional Practice Edition ...
Chapters 3 and 4 of the Guidelines to Professional Practice Edition ...
Chapters 3 and 4 of the Guidelines to Professional Practice Edition ...
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<strong>Chapters</strong> 3 <strong>and</strong> 4<br />
<strong>of</strong> <strong>the</strong> <strong>Guidelines</strong> <strong>to</strong> Pr<strong>of</strong>essional <strong>Practice</strong><br />
<strong>Edition</strong> for Pr<strong>of</strong>essional Examination Preparation
Table <strong>of</strong> contents<br />
CHAPTER 3 – TECHNICAL PRACTICE<br />
3.1 Analysis ...................................................................................................................... 35<br />
3.1.1 Identifying project information ...................................................................................... 35<br />
3.1.2 Studies ......................................................................................................................... 36<br />
3.1.3 Reports ......................................................................................................................... 37<br />
3.1.4 Developing <strong>the</strong> solution selected ................................................................................. 38<br />
3.1.5 Obtaining access, services <strong>and</strong> l<strong>and</strong> ............................................................................ 39<br />
3.1.6 Reviewing pr<strong>of</strong>essional services or assignments taken over from ano<strong>the</strong>r<br />
engineer ....................................................................................................................... 39<br />
3.1.7 Expert testimony .......................................................................................................... 40<br />
3.2 Design ......................................................................................................................... 41<br />
3.2.1 Site inspection .............................................................................................................. 41<br />
3.2.2 Collecting special information ...................................................................................... 41<br />
3.2.3 Calculations .................................................................................................................. 42<br />
3.2.4 Design development .................................................................................................... 42<br />
3.2.5 Risk control .................................................................................................................. 43<br />
3.2.6 Plans ............................................................................................................................ 43<br />
3.2.7 Specifications ............................................................................................................... 44<br />
3.2.8 Price schedule .............................................................................................................. 44<br />
3.2.9 Cost estimates ............................................................................................................. 45<br />
3.2.10 Bidding documents ....................................................................................................... 45<br />
3.2.11 Technical changes ....................................................................................................... 46<br />
3.2.12 Transfer <strong>of</strong> knowledge .................................................................................................. 46<br />
3.3 Execution .................................................................................................................... 47<br />
3.3.1 Procurement <strong>of</strong> goods <strong>and</strong> services ............................................................................. 47<br />
3.3.2 Invitations for Bids ........................................................................................................ 48<br />
3.3.3 Addenda ....................................................................................................................... 49<br />
3.3.4 Bid opening, analysis <strong>and</strong> evaluation ........................................................................... 50<br />
3.3.5 Awarding <strong>the</strong> contract .................................................................................................. 51<br />
3.3.6 Purchasing ................................................................................................................... 52<br />
3.3.7 Contracts ...................................................................................................................... 53<br />
3.3.8 Communicating with suppliers <strong>and</strong> contrac<strong>to</strong>rs ............................................................ 53<br />
3.3.9 Shop drawings <strong>and</strong> suppliers' manuals ........................................................................ 54<br />
3.3.10 Equivalents ................................................................................................................... 55<br />
3.3.11 Supervision <strong>of</strong> work ...................................................................................................... 56<br />
3.3.12 Moni<strong>to</strong>ring .................................................................................................................... 58<br />
3.3.13 Payment schedule ........................................................................................................ 59<br />
3.3.14 Changes ....................................................................................................................... 59<br />
3.3.15 Acceptance .................................................................................................................. 60<br />
3.3.16 As-built drawings .......................................................................................................... 61
3.4 Operation .................................................................................................................... 63<br />
3.4.1 Commissioning ............................................................................................................. 63<br />
3.4.2 Start-up ........................................................................................................................ 63<br />
3.4.3 Training <strong>of</strong> personnel ................................................................................................... 64<br />
3.4.4 Procuring raw materials <strong>and</strong> work <strong>to</strong>ols ....................................................................... 64<br />
3.4.5 Establishing operating <strong>and</strong> maintenance procedures .................................................. 65<br />
3.4.6 Technical assistance .................................................................................................... 67<br />
3.4.7 Operation ..................................................................................................................... 67<br />
3.4.8 Troubleshooting ........................................................................................................... 68<br />
CHAPTER 4 – PROJECT MANAGEMENT<br />
4.1 Selecting pr<strong>of</strong>essionals ............................................................................................. 71<br />
4.2 Client participation ..................................................................................................... 72<br />
4.3 Reporting structure <strong>and</strong> supervision ....................................................................... 73<br />
4.4 Starting a project ........................................................................................................ 74<br />
4.5 Product control <strong>and</strong> <strong>the</strong> client's needs .................................................................... 75<br />
4.6 Coordination ............................................................................................................... 77<br />
4.7 Meetings ...................................................................................................................... 78<br />
4.8 Quality ......................................................................................................................... 78<br />
4.9 Project procedures .................................................................................................... 79<br />
4.10 Cost control ................................................................................................................ 79<br />
4.11 Schedule control ........................................................................................................ 80<br />
4.12 Coding <strong>of</strong> equipment <strong>and</strong> materials ......................................................................... 80<br />
4.13 Permits ........................................................................................................................ 81<br />
4.14 Reference material for <strong>the</strong> client .............................................................................. 81<br />
4.15 Post-project evaluation ............................................................................................. 82<br />
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