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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