workflow in engineering offices

8/3/2019 Workflow in Engineering Offices

1/15

WORK FLOW

IN

ENGINEERING OFFICES

PREPARED BY

ASHRAF AL RAFEI(CERTIFIED CONSULTANT)


2/15

CLIENTS

RELATIONS

WORK FLOW

INVITATION

TO BID

BID

PROPOSAL

PREQUALIFY

.

EXPERIENCE

ARCHIVE

STATISTICS

INFO D. BASE

STANDARDIZATION

CLIENT

ACCEPTANCE

CHANGES

COMMENTS

CLIENT

REVIEW

- ENG. - CADD

- FINAL PRODUCTS

MODIFY

WORK PLAN

CONTINUOUS QA/QC FUNCTION

MONITORING - REPORTING - SUPPORT - INVOICING

PERFORMANCE &

COST ANALYSIS

ESTIMATING

WORK

PLAN

V.P. APPROVALASSIGN BID

COORDINATOR

NEGOTIATIONCONTRACT

AWARD

ASSEMBLY

OF TASK

FORCE


3/15

1- INTRDUCTION TO THE

CLIENT

PREQUALIFICATION

DOCUMENT: PAST EXPERIENCE,

RESOURCES, CLIENT LIST,ETC

REGISTER AT CLIENTS

PROCUREMENT DEPT.

PERSONAL VISITS TO CLIENT

ADVERTIZE IN THE MEDIA

PARTICIPATE IN THE

TECHNICAL FORUMS,

CONFRENCES, ETC..


4/15

2- HOW TO GET A PROJECT

OPEN BIDDING

SINGLE SOURCE

COMPETETIONS

PERSONAL

CONTACTS

NEGOTIATED

TERMS


5/15

3- BID PREPERATION

SCOPE DEFINITION & WBS

RESOURCES ALLOCATION

PRELIMINARY WORKPLAN WORK BREAKDOWN STRUCTURE MANPOWER

EQUIPMENT

SCHDULE

CLIENTS INPUT

QUALITY MEASURES

PLANNING,SCHEDULING & COST

CONTROL PROCEDURES


6/15

4- CONTRACT PREPERATION

GENERAL CONDITIONS

SPECIAL CONDITIONS

SCOPE OF WORK

SAFETY

BILLS OF QUANTITIES &

PAYMENT TERMS

LUMP-SUM BASIS

UNIT RATE BASIS

UNIT RATE NOT TO

EXCEED

EXCUTION SCHEDULE

TECHNICAL

SPECIFICATIONS

CONST. DRAWINGS QUALITY

REQUIREMENTS

CONTRACT


7/15

5- PROJECT KICK-OFF

MOBILIZE PROJECT MANAGER &

TEAM

FINALIZE THE WORK PLAN

INTERNAL KICK-OFF & JOB

EXPLANATION

KICK-OFF MEETING W/CLIENT TO

CONFIRM EXPECTATION AND

SCOPE OF WORK

COLLECT DATA & VISIT SITE


8/15

6- PRELIMINARY STUDIES

EXISTING FACILITIES & CONDITIONS TOPO SURVEY & GEOTECHNICAL

INVEST.

OBTAIN AS-BUILT DRAWINGS

ENVIRONMENT CONDITIONS & IMPACT CLIENT & INTERNATIONAL STANDARDS

TIE IN W/ EXISTINGUTILITIES/FACILITIES

CONSTRUCTABILITY MATERIALS REQUIREMENTS ( OFF

SHELFLONG LEAD)

RISK ASSESMENT


9/15

FUNCTIONALITY ALTERNATIVE SOLUTIONS

VALUE ENGINEERING

PRELIMINARY / SCHEMATICDRAWINGS

MODLE PREPERATION

REPORT ( PROJECT PROPOSAL)

PRESENTATION TO CLINET FOR

COMMENTS & APPROVAL

6- PRELIMINARY STUDIES(CONTD)


10/15

7- DETAILED DESIGN

DETAILED CALCULATIONS

DEVELOP & DETAIL THE PRELIM.

DRAWINGS

CONSTRUCTION DETAILS EQUIP. DATA SHEETS

MATERIAL TAKE-OFF

CONSTRUCTION SPECIFICATIONS

CONST. CONTRACT DOCUMENT (

SAME AS ITEM # 4)

REPRODUCTIONPROJECT

PROPOSAL

DETAILED

DESIGN


11/15

8- CONST. CONTRACTING

SCHEME LUMPSUM TURNKEY

LUMPSUM PORCURE

BUILD LUMPSUM BUILD

UNIT RATES

ONE CONTRACT

MULTI CONTRACTS

OTHER..


12/15

9- BIDDING PROCESS

CONTRACTOR SURVEY

SHORT LIST CONTRACTORS

INVITATION FOR

PREQUALIFICATION PREQUALIFY CONTRACTORS

SHORT LIST CONTRACTORS

INVITATION FOR BID

TECHNICAL & FINANCIAL BIDANALYSIS

RECOMMENDATION


13/15

10- CONSTRUCTION SUPERVISION

REVIEW AND APPROVAL OF:-

WORK PLAN

CONTRACTOR RESOURCES

SHOP DRAWINGS

MATERIALS & SUPPLIERS

QUALITY PLAN & PROCEDURES

VARIATION ORDERS

INVOICES

AS-BUILT DRAWINGS

OPERATION MANUALS

RECORD BOOKS

ROUTINE REPORTS

SITE INSPECTION


14/15

11- PROJECT DOCUMENTATION

& ARCHIVING

CONTRACTS & CORESPONDANCE PROJECT DOCUMENTS

STANDARD DRAWINGS & TYP.DETAILS

CONST. SPECIFICATIONS. MATERIAL SAMPLES

PERFORMANCE RATES

COST RATES

EXPERIENCE D. BASE

ACHIVEMENT CERTIFICATES ETC.

$


15/15

12- SUMMARY

ENGINEERING BUSSINESS IS AMIXTURE OF:-

- ENGINEERING

- MANAGEMENT- SALES & PUBLIC RELATION

- FINANCE & ACCOUNTING

- STATISTICS

ARCHIVING & DATA MGMT.

LEARNIG STARTS AFTER

SCHOOL!!

MGMT SALES

ENG.

ARCHIVE ACCOUNT

workflow in engineering offices

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