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Engineering Workflow Overview

The document outlines the typical workflow in an engineering office, including 12 main steps: 1) introducing the client and prequalifying, 2) acquiring projects, 3) bid preparation, 4) contract preparation, 5) project kickoff, 6) preliminary studies, 7) detailed design, 8) construction contracting scheme, 9) bidding process, 10) construction supervision, 11) project documentation and archiving, and 12) a summary emphasizing that engineering involves elements of engineering, management, sales, and other disciplines. The workflow covers all phases from acquiring clients and projects to bid preparation, contract execution, construction, and archiving completed projects.

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Poonam Ashwin
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1K views15 pages

Engineering Workflow Overview

The document outlines the typical workflow in an engineering office, including 12 main steps: 1) introducing the client and prequalifying, 2) acquiring projects, 3) bid preparation, 4) contract preparation, 5) project kickoff, 6) preliminary studies, 7) detailed design, 8) construction contracting scheme, 9) bidding process, 10) construction supervision, 11) project documentation and archiving, and 12) a summary emphasizing that engineering involves elements of engineering, management, sales, and other disciplines. The workflow covers all phases from acquiring clients and projects to bid preparation, contract execution, construction, and archiving completed projects.

Uploaded by

Poonam Ashwin
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

WORK FLOW IN ENGINEERING OFFICES

PREPARED BY ASHRAF AL RAFEI


(CERTIFIED CONSULTANT)

WORK FLOW

CLIENTS RELATIONS

INVITATION TO BID

BID PROPOSAL

NEGOTIATION

CONTRACT AWARD

ASSIGN BID PREQUALIFY . COORDINATOR

V.P. APPROVAL

ESTIMATING

WORK PLAN

ARCHIVE EXPERIENCE STATISTICS

INFO D. BASE
STANDARDIZATION

PERFORMANCE & COST ANALYSIS

ASSEMBLY OF TASK FORCE

CLIENT ACCEPTANCE

CHANGES COMMENTS

CLIENT REVIEW

- ENG. - CADD - FINAL PRODUCTS

MODIFY WORK PLAN

CONTINUOUS QA/QC FUNCTION

MONITORING - REPORTING - SUPPORT - INVOICING

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..

2- HOW TO GET A PROJECT


OPEN BIDDING SINGLE SOURCE COMPETETIONS PERSONAL CONTACTS NEGOTIATED TERMS

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

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

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

6- PRELIMINARY STUDIES
EXISTING FACILITIES & CONDITIONS TOPO SURVEY & GEOTECHNICAL INVEST. OBTAIN AS-BUILT DRAWINGS ENVIRONMENT CONDITIONS & IMPACT CLIENT & INTERNATIONAL STANDARDS TIE IN W/ EXISTING UTILITIES/FACILITIES CONSTRUCTABILITY MATERIALS REQUIREMENTS ( OFF SHELF LONG LEAD) RISK ASSESMENT

6- PRELIMINARY STUDIES
(CONTD)

FUNCTIONALITY ALTERNATIVE SOLUTIONS VALUE ENGINEERING PRELIMINARY / SCHEMATIC DRAWINGS MODLE PREPERATION REPORT ( PROJECT PROPOSAL) PRESENTATION TO CLINET FOR COMMENTS & APPROVAL

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) REPRODUCTION

DETAILED DESIGN

PROJECT PROPOSAL

8- CONST. CONTRACTING SCHEME


LUMPSUM TURNKEY LUMPSUM PORCURE BUILD LUMPSUM BUILD UNIT RATES ONE CONTRACT MULTI CONTRACTS OTHER..

9- BIDDING PROCESS
CONTRACTOR SURVEY SHORT LIST CONTRACTORS INVITATION FOR PREQUALIFICATION PREQUALIFY CONTRACTORS SHORT LIST CONTRACTORS INVITATION FOR BID TECHNICAL & FINANCIAL BID ANALYSIS RECOMMENDATION

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

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.

12- SUMMARY
ENGINEERING BUSSINESS IS A MIXTURE OF:- ENGINEERING MGMT SALES
- MANAGEMENT - SALES & PUBLIC RELATION ENG. - FINANCE & ACCOUNTING - STATISTICS ARCHIVE ACCOUNT ARCHIVING & DATA MGMT.

LEARNIG STARTS AFTER SCHOOL!!

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