CDB CONSULTING ENGINEERS LIMITED - MECHANICAL, ELECTRICAL & PUBLIC HEALTH DESIGN ENGINEERS
Schedule of Services
 
Date: 12 January 2011
 
INTRODUCTION
 
This Schedule of Services is intended for the appointment of CDB Consulting Engineers hereinafter known as CDB, to manage a project and/or design the Mechanical, Electrical  and Public Health services in accordance with the Cient, Client’s agent’s or Architect's requests, taking the relevant instructions and information from the client and/or client’s agent(s)/ Architect and interpreting the requirements within the design and or scope of works.
 
 
Stage 1
Covering the inception of the Project RIBA Plan of Work Stages A to C
 
Stage 2
Covering the development of the scheme design and the preparation of tender documentation RIBA Plan of Work Stages D to G
 
Stage 3
Covering tender stage RIBA Plan of Work Stages H and J
 
Stage 4
Covering the construction and operations on site RIBA Plan of Work Stage K
 
Stage 5
Covering completion  RIBA Plan of Work Stage L
 
 
 
 
Stage 1
All services detailed in Annex 2 – Duties of the Building Services Engineer –      % of Fee 30
to the Conditions of Appointment including the submission of a report to
the Employer where the Consultant's Appointment includes a survey or
inspection.
 
Stage 2
Covering the development of the scheme design and the preparation       -      % of Fee 45
of tender documentation
 
Stage 3
All services detailed in Annex 2 – Duties of the Building Services Engineer –     % of Fee  5
to the Conditions of Appointment
 
Stage 4
All services detailed in Annex 2 – Duties of the Building Services Engineer –     % of Fee 10
to the Conditions of Appointment
 
Stage 5
All services detailed in Annex 2 – Duties of the Building Services Engineer –      % of Fee 10
to the Conditions of Appointment
 
 
Generally
 
Through all stages report regularly to the Client (client agent)/ on the status of the Project and obtain decisions needed for the proper and regular progress of works in hand.
 
 
Project Construction Value
 
M&E Contracts up to £50,000
M&E Contracts between £50,001 and £100,000
M&E Contracts between £100,001 and £250,000
M&E Contracts between £250,001 and £500,000
M&E Contracts between £500,001 and £750,000                                POA
M&E Contracts between £750,001 and £1,000,000
M&E Contracts between £1,000,001 and £1,500,000
M & E contracts above £1,500,000
 
Amount of Minimum Fee for M&E Contracts                                     POA
 
 
ANNEX 2
 
 
DUTIES OF THE  BUILDING SERVICES  ENGINEER including
Mechanical, Electrical & Public Health Services (above ground only)
 
STAGE  1
RIBA stages A ,B & C –
Preparation, Design Brief & Concept Design
 
15.1.1
Identification of Employer’s/Employer’s Agent/Architect’s needs and objectives, business case and possible constraints on the proposed development.
 
15.1.2
Carry out a survey, if required and submit a report to the Employer/Employer’s Agent/Architect as appropriate. 
The report to include:
-               a description and address of the property;
-               the dates during which the survey was undertaken;
-               the name and qualification of the person who carried
                out the survey;
-               details of the condition of the building services
                disclosed by the survey;
-               whether any further investigations or tests are advised;
-               supporting photographs
-               recommendations & result of Test’s (if carried out)
-               the name of the Director signing the report for approval
 
15.1.3
Obtain an outline brief from the Employer/Employer’s Agent/Architect including the timescale for the Project and the financial limits of the employer.
 
15.1.4
Contact the other Consultants on the Project Team and ensure that the Building Services requirements have been passed on to enable co-ordination with the Services provided by other Consultants.
 
15.1.5
Visit the site once again, if required, and arrange for the carrying out of any investigations authorised by the Employer/Employer’s Agent/Architect, interpret the results and, if necessary, make recommendations to the Employer/Employer’s Agent/Architect as appropriate.
 
15.1.6
Investigate the various alternatives in order to select the most suitable solution. Obtain x-refs (including  General Arrangement drawings) from the Employer/Employers Agent/Architect and prepare outline basic line drawings and outline specifications to illustrate the proposals.
 
15.1.7
In co-operation with the other members of the Project Team undertake such studies as may be necessary in order to submit proposals on the building services aspect together with options and recommendations to the Employer/Employer’s Agent/Architect as required including an anticipated programme, (if required)  installation and budget operational costs, (if required) and undertake further work necessary to obtain the Employer’s/Employer’s Agent/Architect’s approval to proceed on the basis of the agreed outline proposals.
 
15.1.8
Undertake value engineering exercises as applicable.
 
15.1.9
Undertake Design hazard identification exercises.
 
15.1.10
Obtain the Employer’s/Employer’s Agent/Architect’s approval to proceed to Stage 2 which will include the preparation of detailed designs up to tender stage.
 
 
STAGE  2
RIBA stages D, E, F and G
 
25.2.1
Develop the building services design within the approved cost and submit to the Employer/Employer’s Agent/Architect’s  for approval.
 
25.2.2
Where applicable, co-operate with the other members of the Project Team in the preparation of a cost plan for the Project based on the overall cost approved by the Employer/Employer’s Agent/Architect’s.
 
25.2.3
Ensure that the building services design is  integrated with the overall design of the Project
 
25.2.4
Identify major items of plant and equipment necessary for the Works and undertake investigations as to their technical suitability.
 
25.2.5
To the extent considered necessary, and following consultation with, and approval by the Employer/Employer’s Agent/Architect’s, invite pre-tender quotations/ submit proposals to the QS.
 
25.2.6
If necessary, advise the Employer/Employer’s Agent/Architects  of the need to appoint specialist firms to supply equipment or to design and execute sections of the Works and obtain the Employer’s approval to approach the firms concerned. 
 
25.2.7
Monitor the development of the scheme design against the approved outline Designs  and report any anticipated difficulty to the Employer including proposals for overcoming that difficulty and obtain the Employer’s instructions in sufficient time to allow corrective action to be taken.
 
25.2.8
Where the Employer/Employer’s Agent/Architect’s  has indicated the possibility of a change to the agreed brief during the design phase, inform the Employer/Employer’s Agent/Architect’s  of the cost and programme implications and obtain the Employer’s/Employer’s Agent/Architect’s  instructions to vary the design and agree further costs.
 
25.2.9
Make recommendations to the Employer/Employer’s Agent/Architect’s  on the pre-ordering of items of plant and equipment, obtain instructions accordingly.
 
25.2.10
Attend design team meetings, report on the position of the building services and provide advice thereon to other consultants as may be necessary.
 
25.2.11
In accordance with the Employer’s/Employer’s Agent/Architect’s  brief complete the design of the building services up to tender stage.
 
25.2.12
Ensure that environmental assessment techniques are applied to the Project and adopt solutions giving the best overall value for money and, where this may result in the cost limit for the Works being exceeded, make recommendations to the Employer/Employer’s Agent/Architect’s and obtain instructions.
 
25.2.13
With the other members of the Project Team, consider the most suitable options for the procurement of the Works, make recommendations to the Employer/Employer’s Agent/Architect’s  and obtain instructions.
 
25.2.14
With the other members of the Project Team, make recommendations to the Employer/Employer’s Agent/Architect’s  on the suitability of firms who may be invited to submit tenders for the Works and any specialist Works and obtain instructions.
 
25.2.15
Ensure that all drawings, specifications, schedules, or other documents necessary for the placing of the contract are completed and are fully co-ordinated, are in accordance with the brief approved by the Employer/Employer’s Agent/Architect’s  and are available on the agreed programmed date.
 
25.2.16
Prepare such details relating to the Works as may be required for submission to any appropriate authority and obtain any necessary approvals.
 
25.2.17
Ensure that a pre-tender check on the design of the building services is prepared based on the contract documentation and inform the Employer/Employer’s Agent/Architect’s  of the result of that check.
 
25.2.18
Undertake value management exercises.
 
25.2.19
Undertake Design hazard identification exercises.
 
5.2.20
Obtain the Employer’s/Employer’s Agent/Architect’s  approval to proceed to Stage 3.
 
STAGE  3
RIBA Stages H & J
 
35.3.1
Discuss with the Employer/Employer’s Agent/Architect’s  the need for the number of site inspections and obtain agreement and instructions. (normally one meeting per month)
 
35.3.2
Agree final arrangement for the obtaining of the Target Cost with the Employer/Employer’s Agent/Architect’s.
 
35.3.4
Invite tenders from Contractors included on the list approved by the Employer/Employer’s Agent/Architect’s  and arrange for tenders to be returned direct to the Employer or Employers QS in accordance with the Employer’s  / QS tendering procedure.
 
35.3.5
Examine tenders received, make recommendations to the Employer/Employer’s Agent/Architect’s  and advise on any corrective action which may be required if the proposed Target Cost is higher than the approved cost for the Works and obtain the Employer’s/Employer’s Agent/Architect’s  instructions.
 
35.3.6
Obtain the Employer’s/Employer’s Agent/Architect’s  decision regarding the acceptance of a tender.
 
35.3.7
Provide the Employer/Employer’s Agent/Architect’s  with drawings, specifications or other documents necessary for entering into the Works contract (or alternatively follow the procedures for the appointment of specialist sub-contractors).
 
35.3.8
Undertake value management exercises.
 
35.3.9
Undertake hazard identification exercises.
 
35.3.10
Obtain the Employer’s/Employer’s Agent/Architect’s  approval to proceed to Stage 4.
 
 
 
STAGE  4
RIBA stage K
 
45.4.1
In collaboration with the other members of the Project Team, assist the Project Manager in administering the terms of the Works contract during operations on site and relating to the completion of the Works
 
45.4.2
Agree a programme for the Works with the building services contractor which specifies completion by the agreed programme date.
 
45.4.3
Review Mechanical, Electrical and/or Public Health Contractors/Sub Contractors (as applicable)  Working and coordinated  drawings for construction. Issue same to Employer/Employers Agent / Architect for approval. Approve drawings and return approval to Main Contractor / Sub Contractor as appropriate
 
45.4.4
Attend the regular monthly meetings with the Contractor as necessary in order to monitor the progress of the Works and the Contractor’s need for design information.
 
Any additional none regular meetings will be charged as additional costs as per our daywork rates
 
44.4.5
In association with the construction project manager ensure that safety policies are in place and are implemented by the Contractor and that there is adequate protection for the public and others. 
 
In association with the construction project manager Ensure that all Health and Safety Statutory requirements or regulations are being observed by all those responsible for either designing or constructing the works and that adequate monitoring procedures are in place to ensure compliance.
 
45.4.6
In association with the construction project manager Ensure that quality management procedures are in place throughout the construction phase.
 
45.4.7
Visit the site at regular twice monthly intervals during the construction of the Works in order to inspect the quality of the work and to monitor progress and ensure that the Works are executed in accordance with the Works contract and in accordance with good engineering practice.
 
Any additional none regular site visits which may be required due to lack of performance or lack of technical ability of the construction contractor or sub-contractors or requirements of the same will be charged in addition as per our
standard day work rates
 
45.4.8
Advise the Project Manager on the need for special inspections and tests and, following approval, arrange for the inspections and tests to be undertaken.  Inform the Employer of the results and, with the approval of the Project Manager, take the necessary action to ensure that any deficiencies are rectified.
 
45.4.9
Inform the Project Manager of any contractual difficulties which may arise during the course of the Works contract.
 
45.4.10
Establish post contract cost control procedures in order to ensure financial control covering the issue of instructions which vary the Works and the issue of cost reports to the Project Manager and ensure that the instructions are  in accordance with Condition of contract  Variation rules
 
45.4.11
Where relevant, issue interim payment certificates (or make recommendations for payment) in accordance with the terms of the Works contract.
 
45.4.12
Inform the Employer two weeks prior to the anticipated date of Practical Completion.
 
45.4.13
Arrange for any commissioning test to be carried out by the Contractor, assess the results and ensure that the tests are satisfactory and meet the performance and other requirements stipulated in the Works contract.
 
45.4.14
If any commissioning tests fail to meet the requirements in any way, ensure that the Contractor complies with his contractual obligations and rectifies any defects in the Works and, subsequently, arrange for such further tests to be undertaken at additional costs charged as per our standard daywork rates, if applicable until satisfactory results are obtained.
 
 
STAGE  5
RIBA stage L
 
55.5.1
Provide the Employer/Employer’s Agent/Architect’s  with a set of record drawings, maintenance manuals and detailed instructions on the operation and maintenance of the building services generally, (obtain information form the contractor or sub contractor as applicable).
 
55.5.2
Advise the Employer on the resources and skills required to operate and maintain the completed Works and make recommendations on the timing of their appointment or on the need for any maintenance agreements.
 
55.5.3
Issue a list of defects to the Contractor at the appropriate time in accordance with the terms of the Works contract.
 
55.5.4
Ensure that the Contractor rectifies the defects within a reasonable time and issue a Certificate to the Contractor when all defects have been made good.
 
55.5.5
Report the final cost of the Works to the Employer/Employer’s Agent/Architect.
 
 
55.5.6
In the event of any arbitration or litigation resulting from the Project, prepare any necessary documentation and reports and, if required by the Employer, attend any hearings acting if necessary, as a witness
 
This clause will all be the subject to the payment of additional fees in accordance
with  Payment for changed Services and variations subject to our normal daywork rates.
 
 
  
65.1.0
Notwithstanding the above terms and conditions CDB will not be liable for any sums, design inconsistencies, or lack of information due to negligent actions or lack of information or late delivery of performance of delivery of information or lack of information or lack of design considerations due to other parties involved including any subordinates employed on behalf of the client and/or any other party however involved within the Contract Scheme/Job Involved/Design Team.
 
END
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