An interactive reference showing what each consultant on a construction project is responsible for — across every stage of the project lifecycle.
Construction projects are delivered by multi-disciplinary teams. Understanding who does what — and when — is key to effective collaboration and successful project delivery.
Filter by role:
Stage 0 — Project Initiation & Briefing
Establishing the need, desirability and viability of undertaking a property development together with securing the appropriate land and rights.
Development Manager
Establish project need and desirability
Prepare a First Business Case
Formalise Client's Vision
Source Appropriate Land
Manage procurement of land rights including necessary zoning, environmental, infrastructural/external services, legal requirements
Procure market research to assist in confirming the appropriate product and income stream
Appoint necessary Consultants
Process Payments to all project creditors
Stage 1 — Inception
Establish the client requirements and preferences, assess user needs and options, appointment of necessary consultants, establish the project brief including project objectives, priorities, constraints, assumptions, aspirations and strategies.
Development Manager
Formalise project brief
Facilitate preliminary site assessment
Prepare a preliminary desk top project viability
Appoint necessary appropriate consultants
Establish project procurement policy
Project Manager
Facilitate development of a clear project brief
Establish procurement policy for the project
Assist the client in the procurement of necessary and appropriate other consultants including the clear definition of their roles and responsibilities
Establish in conjunction with the client, other consultants and all relevant authorities, the site characteristics, rights and constraints for the proper design of the intended project
Define the consultant's scope of work and services
Conclude the terms of the agreement with the client
Facilitate a schedule of the required consents and approvals
Prepare, co-ordinate and monitor a project initiation programme
Facilitate client approval of all Stage 1 documentation
Quantity Surveyor
Assist in developing a clear project brief
Attend project initiation meetings
Advise on procurement policy for the project
Advise on other consultants and services required
Define the consultant's scope of work and services
Conclude the terms of the agreement with the client
Advise on economic factors affecting the project
Advise on appropriate financial design criteria
Provide necessary information within the agreed scope of the project to the other consultants
Architect
Assist in developing a clear project brief
Attend project initiation meetings
Advise on the procurement policy for the project
Advise on rights, constraints, consents and approvals
Advise on the other consultants and services required
Define the consultant's scope of work and services
Determine availability of data, drawings and plans relating to the project
Provide necessary information within the agreed scope of the project to the other consultants
Interior Architect
Assist in developing a clear project brief
Define the consultants' scope of work and services
Conclude the terms of the agreement with the client
Determine availability of data, drawings and plans relating to the project
Advise on the other consultants and services required
Advise on appropriate financial design criteria which may improve value
Provide necessary information within the agreed scope of the project to the other consultants
Review in conjunction with the client, other consultants and all relevant authorities, the site characteristics, rights and constraints for the proper design of the intended project
Attend the project initiation meetings
Landscape Architect
Assist in developing a clear project brief
Define the consultants' scope of work and services
Conclude the terms of the agreement with the client
Determine availability of data, drawings and plans relating to the project
Advise on the other consultants and services required
Advise on appropriate financial design criteria which may improve value
Advise on the necessary surveys, analyses, tests and/or other investigations
Provide necessary information within the agreed scope of the project to the other consultants
Review in conjunction with the client, other consultants and all relevant authorities, the site characteristics, rights and constraints for the proper design of the intended project
Advise on rights, constraints, consents and approvals
Attend the project initiation meetings
Structural Engineer
Assist in developing a clear project brief
Attend project initiation meetings
Advise on procurement policy for the project
Advise on rights, constraints, consents and approvals
Define the consultant's scope of work and services
Conclude the terms of the agreement with the client
Advise on the necessary surveys, analyses, tests and site investigations including the availability and location of infrastructure and services
Determine availability of data, drawings and plans relating to the project
Advise on appropriate financial design criteria
Provide necessary information within agreed scope of the project to the other consultants
Civil Engineer
Assist in developing a clear project brief
Attend project initiation meetings
Advise on procurement policy for the project
Advise on rights, constraints, consents and approvals
Define consultant's scope of work and services
Conclude the terms of the agreement with the client
Advise on the necessary surveys, analyses, tests and site investigations including the availability and location of infrastructure and services
Determine availability of data, drawings and plans relating to the project
Advise on appropriate financial design criteria
Provide necessary information within agreed scope of the project to the other consultants
Electrical Engineer
Assist in developing a clear project brief
Attend project initiation meetings
Advise on procurement policy for the project
Advise on rights, constraints, consents and approvals
Define consultant's scope of work and services
Conclude the terms of the agreement with the client
Advise on the necessary surveys, analyses, tests and site investigations including the availability and location of infrastructure and services
Determine availability of data, drawings and plans relating to the project
Advise on appropriate financial design criteria
Provide necessary information within agreed scope of the project to the other consultants
Mechanical Engineer
Assist in developing a clear project brief
Attend project initiation meetings
Advise on procurement policy for the project
Advise on rights, constraints, consents and approvals
Define consultant's scope of work and services
Conclude the terms of the agreement with the client
Advise on the necessary surveys, analyses, tests and site investigations including the availability and location of infrastructure and services
Determine availability of data, drawings and plans relating to the project
Advise on appropriate financial design criteria
Provide necessary information within agreed scope of the project to the other consultants
Wet Services Engineer
Assist in developing a clear project brief
Attend the project initiation meetings
Advise on rights, constraints, consents and approvals
Define the consultants' scope of work and services
Conclude the terms of the agreement with the client
Advise on the necessary surveys, analyses, tests and site or other investigations
Determine availability of data, drawings and plans relating to the project
Advise on appropriate financial design criteria which may improve value
Provide necessary information within agreed scope of the project to the other consultants
Fire Consultant
Assist in developing a clear project brief
Attend the project initiation meetings
Advise on rights, constraints, consents and approvals
Define the consultant's scope of work and services
Conclude the terms of the agreement with the client
Advise on the necessary surveys, analyses, tests and site or other investigations where such information will be required for Stage 2
Provide necessary information within the agreed scope of the project to the other consultants
Stage 2 — Concept & Viability
Prepare and finalise the project concept in accordance with the brief including the scope, scale, character, form, function, preliminary programme and viability of the project.
Development Manager
Provide consultants with all supplementary information and constraints necessary to execute their respective obligations
Define format and procedures for reports, presentations and communications by all members of the project team
Review and comment on proposals and reports prepared and presented by consultants including design concepts, costings and the like
Prepare "bankable business plan" including viability study, market research, end user commitments, operating agreements, marketing strategy for purposes of procuring finance
Manage procurement of project finance
Project Manager
Assist the client in procurement of the other consultants
Advise the client on the requirement to appoint a health and safety consultant
Communicate the project brief to the other consultants and monitor the development of the concept and viability
Agree format and procedures for cost control and reporting by the other consultants
Prepare a documentation programme and indicative construction programme
Co-ordinate concept and viability documentation for presentation to the client for approval
Facilitate approval of the concept and viability by the client
Facilitate approval of the concept and viability by statutory authorities
Quantity Surveyor
Agree the documentation programme with the principal consultant and other consultants
Attend design and consultants' meetings
Review and evaluate design concepts and advise on viability in conjunction with the other consultants
Receive relevant data and cost estimates from the other consultants
Prepare preliminary and elemental or equivalent estimates of construction cost
Assist the client in preparing a financial viability report
Audit space allocation against the initial brief
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Architect
Agree the documentation programme with the principal consultant and the other consultants
Attend design and consultants' meetings
Prepare concept design based on the client's brief
Consult with the other consultants and incorporate their input
Discuss design concept with local authorities
Clarify and confirm the project space norms to optimise functional and operational efficiency
Co-ordinate design interfaces with the other consultants
Select general construction materials and intended finishes
Provide information to the quantity surveyor for suitable estimates of construction costs
Prepare and submit presentation of the design concept to the client for approval
Prepare and submit the site development plan to the local authority for approval
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Interior Architect
Prepare concept design based on the client's brief
Advise on the procurement policy for the project
Coordinate interior design interfaces with the other consultants
Agree the documentation programme with the other consultants
Consult with the other consultants and incorporate their input
Clarify and confirm the interior space relative to functional and operational efficiency in terms of scale and relationships of areas
Select general interior materials, intended finishes, fixtures, furniture and equipment required
Prepare cost estimates and life cycle costs as required
Liaise, cooperate and provide necessary information to the client and other consultants
Coordinate concept and viability documentation for presentation to the client for approval
Prepare and submit presentation of the interior design concept to the client for approval
Attend design and consultants meetings
Interior Designer
Prepare concept design based on the client's brief
Select general construction materials and intended finishes
Provide information to the quantity surveyor for suitable estimates of construction costs
Prepare and submit presentation of the design concept to the client for approval
Landscape Architect
Prepare concept design based on the client's brief
Advise on the procurement policy for the project
Coordinate design interfaces with the other consultants
Agree the documentation programme with the other consultants
Consult with the other consultants and incorporate their input
Discuss design concept with local and other authorities as required
Advise the client regarding further surveys, analysis, tests and investigations which may be required
Prepare cost estimates and life cycle costs as required
Liaise, cooperate and provide necessary information to the client and other consultants
Coordinate concept and viability documentation for presentation to the client for approval
Submit presentation of the design concept to the client for approval
Prepare and submit the landscape development plan to the local authority for approval where applicable
Attend design and consultants meetings
Structural Engineer
Agree the documentation programme with the principal consultant and the other consultants
Attend design and consultants' meetings
Establish concept design criteria
Prepare initial concept design and related documentation
Advise the client regarding further surveys, analyses, tests and investigations which may be required
Refine and assess concept design to ensure conformance with all regulatory requirements and consents
Establish regulatory authorities' requirements and incorporate into the design
Establish access, utilities, services and connections required for the design
Co-ordinate design interfaces with other consultants
Prepare preliminary designs and related documentation for approval by authorities and the client and suitable for estimates of construction cost
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Civil Engineer
Agree documentation programme with principal consultant and other consultants
Attend design and consultants' meetings
Establish concept design criteria
Prepare initial concept design and related documentation
Advise client regarding further surveys, analyses, tests and investigations which may be required
Refine and assess concept design to ensure conformance with all regulatory requirements and consents
Establish regulatory authorities' requirements and incorporate into the design
Establish access, utilities, services and connections required for the design
Coordinate design interfaces with other consultants
Prepare preliminary designs and related documentation for approval by authorities and client and suitable for costing
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Electrical Engineer
Agree documentation programme with principal consultant and other consultants
Attend design and consultants' meetings
Establish concept design criteria
Prepare initial concept design and related documentation
Advise client regarding further surveys, analyses, tests and investigations which may be required
Refine and assess concept design to ensure conformance with all regulatory requirements and consents
Establish regulatory authorities' requirements and incorporate into the design
Establish utilities, services and connections required for the design
Coordinate design interfaces with other consultants
Prepare preliminary design and related documentation for approval by authorities and client and suitable for costing
Provide cost estimates and life cycle costs as required
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Mechanical Engineer
Agree documentation programme with principal consultant and other consultants
Attend design and consultants' meetings
Establish concept design criteria
Prepare initial concept design and related documentation
Advise client regarding further surveys, analyses, tests and investigations which may be required
Refine and assess the concept design to ensure conformance with all regulatory requirements and consents
Establish regulatory authorities' requirements and incorporate into the design
Establish utilities, services and connections required for the design
Coordinate design interfaces with other consultants
Prepare preliminary design and related documentation for approval by authorities and client and suitable for costing
Provide cost estimates and life cycle costs as required
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Wet Services Engineer
Agree the documentation programme with the other consultants
Advise on the procurement policy for the project
Attend design and consultants meetings
Establish concept design criteria
Prepare initial concept design and related documentation
Advise the client regarding further surveys, analyses, tests and investigations which may be required
Establish regulatory authorities requirements and incorporate into the design
Establish access, utilities and connections required for the design
Coordinate consultants design and resolve interfaces with the other consultants designs
Prepare preliminary designs and related documentation for approval by authorities and the client and suitable for costing
Prepare cost estimates and life cycle costs as required
Liaise, cooperate and provide necessary information to the client and other consultants
Fire Consultant
Agree the documentation programme with the principal consultant and the other consultants
Attend design and consultant's meetings
Review and evaluate design concepts and advise on rational fire design in conjunction with the other consultants
Prepare draft baseline fire risk assessment criteria
Determine, agree and prepare the project fire protection policy
Assist the client in the procurement of the necessary and appropriate specialist(s)
Advise the other consultants regarding the project fire protection and related rational fire design requirements
Prepare preliminary rational fire designs and related documentation for approval by authorities and the client, suitable for costing
Liaise, cooperate and provide necessary information to the client, principal consultant and other consultants
Stage 3 — Design Development
Develop the approved concept to finalise the design, outline specifications, cost plan, financial viability and programme for the project.
Development Manager
Appoint balance of the consultants including the clear definition of their roles, responsibilities and liabilities
Review and approve formal and informal communication structure, processes and procedures for the design development
Review and approve detailed design and documentation programme
Obtain and timeously provide all operating end user requirements to the design team
Procure appropriate health and safety representative and advice
Facilitate the timeous submission by the design team of all plans and documentation to obtain the necessary statutory approvals
Provide design and cost decisions timeously in relation to the design development process
Receive, review and agree estimates, budgets and cost reports in relation to the final capital cost
Establish, monitor and manage cash flow requirements of the project
Review and approve designs by consultants
Review facilities management requirements and establish facilities management policy
Monitor implementation of the marketing strategy
Procure and approve the marketing documentation
Manage achievement of the business plan income stream requirements
Procure achievement of all project finance preconditions
Project Manager
Agree and implement communication processes and procedures for the design development of the project
Assist the client in the procurement of the necessary other consultants including the clear definition of their roles and responsibilities
Prepare, co-ordinate, agree and monitor a detailed design and documentation programme
Conduct and record consultants' and management meetings
Facilitate input required by health and safety consultant
Facilitate design reviews for compliance and cost control
Facilitate timeous technical coordination
Facilitate client approval of all Stage 3 documentation
Quantity Surveyor
Review the documentation programme with the principal consultant and other consultants
Attend design and consultants' meetings
Review and evaluate design and outline specifications and exercise cost control in conjunction with the other consultants
Receive relevant data and cost estimates from the other consultants
Prepare detailed estimates of construction cost
Assist the client in reviewing the financial viability report
Comment on space and accommodation allowances and prepare an area schedule
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Architect
Review the documentation programme with the principal consultant and the other consultants
Attend design and consultants' meetings
Incorporate the client's detailed requirements into building design
Incorporate and co-ordinate the other consultants' designs into building design
Prepare design development drawings including draft technical details and outline specifications
Review budget in conjunction with the quantity surveyor
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Submit drawings to local authorities for approval
Interior Architect
Incorporate the client's detailed and operational requirements into the interior design
Incorporate the other consultants designs and requirements into the interior design
Review and evaluate design and outline specifications and exercise cost control
Prepare detailed estimates of costs
Review budgets in conjunction with the other consultants
Obtain operational approval of designs from the client
Prepare design development documentation including technical details and outline specifications
Liaise, cooperate and provide necessary information to the client and other consultants
Review the documentation programme with the other consultants
Attend design and consultants meetings
Interior Designer
Review the documentation programme with the principal consultant and the other consultants
Attend design and consultants' meetings
Incorporate the client's detailed requirements into building design
Prepare design development drawings including draft technical details and outline specifications
Review budget in conjunction with the quantity surveyor
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Landscape Architect
Incorporate the client's and authorities detailed requirements into the landscape design
Incorporate the other consultants designs and requirements into the landscape design
Review and evaluate design and outline specifications (including hard and soft landscape materials) and exercise cost control
Prepare detailed estimates of costs
Review the documentation programme with the other consultants
Prepare design development documentation including technical details and outline specifications
Obtain project specific requirements from the local and/or other authorities in order to ensure conformity with requirements
Liaise, cooperate and provide necessary information to the client and other consultants
Attend design and consultants meetings
Structural Engineer
Review the documentation programme with the principal consultant and the other consultants
Attend design and consultants' meetings
Incorporate the client's and authorities' detailed requirements into the design
Incorporate the other consultants' designs and requirements into the design
Prepare design development drawings including draft technical details and specifications
Liaise, co-operate and provide necessary information to the client, principal consultant and other consultants
Submit necessary design documentation to local authorities for approval
Civil Engineer
Review documentation programme with principal consultant and other consultants
Attend design and consultants' meetings
Incorporate client's and authorities' detailed requirements into design
Incorporate other consultants' designs and requirements into design
Prepare design development drawings including draft technical details and specifications
Liaise, co-operate and provide necessary information to principal consultant and other consultants
Submit necessary design documentation to local authorities for approval
Electrical Engineer
Review documentation programme with principal consultant and other consultants
Attend design and consultants' meetings
Incorporate client's and authorities' detailed requirements into design
Incorporate other consultants' designs and requirements into design
Prepare design development drawings including draft technical details and specifications
Liaise, co-operate and provide necessary information to principal consultant and other consultants
Submit necessary design documentation to local authorities for approval
Mechanical Engineer
Review documentation programme with principal consultant and other consultants
Attend design and consultants' meetings
Incorporate client's and authorities' detailed requirements into design
Incorporate other consultants' designs and requirements into design
Prepare design development drawings including draft technical details and specifications
Liaise, co-operate and provide necessary information to principal consultant and other consultants
Submit necessary design documentation to local authorities for approval
Wet Services Engineer
Incorporate the client's and authorities detail requirements into the design
Incorporate the other consultants designs and requirements into the design
Prepare design development documentation including technical details and specifications
Review and evaluate design and outline specifications and exercise cost control
Prepare detailed estimates of installation cost
Liaise, cooperate and provide necessary information to the client and other consultants
Prepare the necessary design documentation to local authorities and submit where required
Review the documentation programme with the other consultants
Attend design and consultants meetings
Fire Consultant
Coordinate, integrate and record the rational fire design with the other consultants in a sequence to suit the documentation programme
Monitor the design integration of the rational fire design aspects during the design process
Review and update outline rational fire design specification
Agree the format and procedures for fire control
Assist the other consultants with detailed information for cost estimates/budgets for fire doors, sprinklers, hydrants, hosereels, extinguishers, smoke detection, alarm systems, smoke extraction, related signage and required smoke and fire seals
Prepare the detailed fire protection specification
Agree on a format and process for the rational fire design audit for the project
Liaise, cooperate and provide necessary information to the client, principal consultant and other consultants
Review the documentation programme with the principal consultant and the other consultants
Attend design and consultant's meetings
Stage 4 — Documentation & Procurement
Prepare the construction and procurement documentation, confirm and implement the procurement strategies and procedures for effective and timeous procurement of necessary resources.
Development Manager
Review and approve procurement strategy for contractors, subcontractors and suppliers
Review and approve project procurement programme and proposed tenderers
Receive and review environmental management plan
Provide all necessary project specific tender conditions including amendments and additions to the preliminaries, empowerment policies, insurance and payment conditions
Review health and safety specification for the project
Review adjudication of tenders and instruct the principal agent to appoint the appropriate contractors
Sign all principal and direct contract appointments on project
Place the necessary insurance for project including contractor insurance and appropriate development risk insurance
Review reconciliation by quantity surveyor of the tender prices with project budget
Agree format and procedures for monitoring and control by quantity surveyor of cost of the scope of works
Monitor leasing/sales performance relative to project feasibility
Procure and manage legal advice in relation to project leasing, sales, etc.
Formalise all service agreements with the appropriate authorities including the payment of all necessary deposits
Project Manager
Recommend and agree procurement strategy for contractors, subcontractors and suppliers with the client and the other consultants
Prepare and agree the procurement programme
Advise the client, in conjunction with the other consultants on the appropriate insurances
Co-ordinate and monitor preparation of procurement documentation by consultants in accordance with the project procurement programme
Manage procurement process and recommend contractors for approval by the client
Agree the format and procedures for monitoring and control by the quantity surveyor of the cost of the works
Co-ordinate and assemble the contract documentation for signature
Quantity Surveyor
Attend design and consultants' meetings
Assist the principal consultant in the formulation of the procurement strategy for contractors, subcontractors and suppliers
Review working drawings for compliance with the approved budget of construction cost and/or financial viability
Prepare documentation for both principal and subcontract procurement
Assist the principal consultant with calling of tenders and/or negotiation of prices
Assist with financial evaluation of tenders
Assist with the preparation of contract documentation for signature
Principal Agent
Advise the client in conjunction with the other consultants on the appropriate insurances
Manage procurement process and recommend contractor(s) for approval by the client
Architect
Attend design and consultants' meetings
Prepare specifications for the works and agree preambles with the quantity surveyor
Co-ordinate services and prepare necessary services co-ordination drawings
Check cost estimate with the quantity surveyor and adjust documents if necessary to remain within budget
Provide working drawings to the quantity surveyor for preparation of procurement documentation
Liaise, co-operate and provide necessary information to the principal consultant and the other consultants
Assist with evaluation of tenders
Assist with the preparation of contract documentation for signature
Assess samples and products for compliance and design intent
Interior Architect
Coordinate and monitor preparation of procurement documentation by other consultants in accordance with the procurement programme
Submit documentation to client for approval
Prepare specifications for the works and agree construction quality standards with other consultants for coordination
Coordinate interior design related services and prepare necessary services documentation by other consultants for coordination
Review cost estimate and adjust the design documents if necessary to remain within budget
Issue working documentation to other consultants for preparation of procurement documentation
Assist the other consultants with calling of tenders and/or negotiation of prices
Assist with evaluation of tenders
Confirm procurement process and assist with evaluation of tenders
Prepare and issue construction documentation for the works
Assess samples and products for technical and budgetary compliance and design intent
Assist with the preparation of contract documentation for signature
Liaise, cooperate and provide necessary information to the other consultants
Attend design and consultants meetings
Interior Designer
Attend design and consultants' meetings
Prepare specifications for the works and agree preambles with the quantity surveyor
Check cost estimate with the quantity surveyor and adjust documents if necessary to remain within budget
Provide working drawings to the quantity surveyor for preparation of procurement documentation
Liaise, co-operate and provide necessary information to the principal consultant and the other consultants
Assess samples and products for compliance and design intent
Landscape Architect
Prepare and agree the procurement programme
Coordinate and monitor preparation of procurement documentation by other consultants in accordance with the procurement programme
Prepare specifications for the works and agree preambles
Coordinate services and prepare necessary services coordination documentation
Review cost estimate and adjust the design documents if necessary to remain within budget
Issue working documentation to other consultants for preparation of procurement documentation
Prepare documentation for contractor procurement
Assist the other consultants with calling of tenders and/or negotiation of prices
Assist with evaluation of tenders
Prepare and issue construction documentation for the works
Assess samples and products for compliance and design intent
Assist with the preparation of contract documentation for signature
Liaise, cooperate and provide necessary information to the other consultants
Assist with local and/or other authority submission(s)
Attend design and consultants meetings
Structural Engineer
Attend design and consultants' meetings
Prepare specifications for the works and agree preambles with the quantity surveyor
Accommodate services design
Check cost estimate with the quantity surveyor and adjust documents if necessary to remain within budget
Provide working drawings to the quantity surveyor for preparation of procurement documentation
Liaise, co-operate and provide necessary information to the principal consultant and the other consultants
Assist with evaluation of tenders
Assist with preparation of contract documentation for signature
Assess samples and products for compliance and design intent
Civil Engineer
Attend design and consultants' meetings
Prepare specifications for scope of works and agree preambles with quantity surveyor
Accommodate services design
Check cost estimate with quantity surveyor and adjust documents if necessary to remain within budget
Provide working drawings to quantity surveyor for preparation of procurement documentation
Liaise, co-operate and provide necessary information to principal consultant and other consultants
Assist with evaluation of tenders
Assist with preparation of contract documentation for signature
Assess samples and products for compliance and design intent
Electrical Engineer
Attend design and consultants' meetings
Prepare specifications for scope of works and agree preambles with quantity surveyor
Co-ordinate services design with other consultants
Provide cost estimate to quantity surveyor for incorporation into the construction budget
Provide working drawings to the quantity surveyor for preparation of procurement documentation
Liaise, co-operate and provide necessary information to principal consultant and other consultants
Assist with evaluation of tenders
Assist with preparation of contract documentation for signature
Assess samples and products for compliance and design intent
Mechanical Engineer
Attend design and consultants' meetings
Prepare specifications for scope of works and agree preambles with quantity surveyor
Co-ordinate services design with other consultants
Provide cost estimate to quantity surveyor for incorporation into the construction budget
Provide working drawings to quantity surveyor for preparation of procurement documentation
Liaise, co-operate and provide necessary information to principal consultant and other consultants
Assist with evaluation of tenders
Assist with preparation of contract documentation for signature
Assess samples and products for compliance and design intent
Wet Services Engineer
Finalise specifications and agree quality standards with the other consultants for the works
Review cost estimate and adjust the design documents if necessary to remain within budget
Assist the other consultants with calling of tenders and/or negotiation of prices
Assist the other consultants in the implementation of the procurement strategy for subcontractors
Issue working documentation to other consultants for preparation of procurement documentation
Review working documentation for compliance with the approved budget
Assist with preparation of documentation for subcontractors procurement
Liaise, cooperate and provide necessary information to the other consultants
Assist with evaluation of tenders
Assist with the preparation of contract documentation for signature
Assess samples and products for compliance and design intent
Attend design and consultants meetings
Fire Consultant
Attend design and consultant's meetings
Prepare rational fire design documentation for submission to authorities
Prepare rational fire design tender specification and other procurement documentation for all fire requirements
Record and provide rational fire design review information to the principal consultant and the other consultants
Assist with the evaluation of tenders and verify the contractors competences, knowledge and resources to carry out the works
Assist with the preparation of contract documentation for signature
Assess samples, mock-ups and products for compliance
Stage 5 — Construction
Manage, administer and monitor the contracts and processes, including the preparation and co-ordination of the procedures and documentation to facilitate practical completion of the works.
Development Manager
Manage ongoing projects insurance requirements including resolution of all insurance claims
Formalise and facilitate occupation of site by contractor, including but not limited to termination of existing leases and the like
Review formal and informal communication structure and procedures for construction process
Regularly attend site meetings and files to client
Review and review contractors' health and safety plan
Review and approve "end user" specific construction details, documentation, and materials timeously
Review and approve all scope and final completion latest defects list
Arbitrate acceptable standards of quality where required to do so
Review and process monthly progress payments
Receive, review and approve recommendations for settlement of contractual claims as prepared by the principal agent
Receive and review monthly cost reports
Formalise management of all direct contractors and suppliers
Receive and review all project reports and present same at client review meetings
Provide operator input for any necessary early testing and commissioning by consultants and contractors
Project Manager
Arrange site handover to the contractor
Establish construction documentation issue process
Agree and monitor issue and distribution of construction data
Instruct the contractor on behalf of the client to appoint subcontractors
Conduct and record site meetings
Monitor, review and approve the preparation of the construction programme by the contractor
Regularly monitor performance of the contractor against the programme
Adjudicate entitlements that arise from changes required to the construction programme
Receive, co-ordinate and monitor approval of all contract documentation provided by contractor(s)
Agree quality assurance procedures and monitor implementation thereof by the other consultants and the contractors
Monitor preparation and auditing of the contractor's health and safety plan and approval thereof by the H&S consultant
Monitor preparation of the environmental management plan by the environmental consultant
Establish procedures for monitoring scope and cost variations
Monitor, review, approve and issue certificates
Receive, review and adjudicate any contractual claims
Monitor preparation of financial control reports by the other consultants
Prepare and submit progress reports
Coordinate, monitor and issue practical completion lists and the certificate of practical completion
Quantity Surveyor
Attend the site handover
Prepare schedules of predicted cash flow
Prepare pro-active estimates for proposed variations for client decision-making
Attend regular site, technical and progress meetings
Adjudicate and resolve financial claims by the contractor(s)
Assist in the resolution of contractual claims by the contractor(s)
Establish and maintain a financial control system
Prepare valuations for payment certificates to be issued by the principal agent
Prepare final account(s) for the works on a progressive basis
Principal Agent
Arrange site handover to the contractor(s)
Agree construction documentation issue procedures
Monitor issue and distribution of construction documentation
Instruct the contractor on behalf of the client to appoint subcontractors
Review and approve the construction programme in conjunction with the other consultants
Regularly monitor performance of the contractor(s) against the construction programme
Receive, coordinate and monitor approval of all contract documentation provided by contractor(s)
Monitor the implementation of the quality assurance procedures by the other consultants
Monitor preparation and auditing of the contractor(s) health and safety plan and approval thereof by the health and safety consultant
Monitor the implementation of the environmental management plan by the environmental consultant
Establish procedures for monitoring scope and cost variations
Adjudicate entitlements that arise from changes required to the construction programme
Monitor, review, approve and issue payment certificates
Receive, review, and adjudicate any contractual claims
Prepare and submit progress reports
Conduct and record regular site and progress meetings
Coordinate, monitor and issue practical completion lists, defects lists and completion certificate(s)
Facilitate and expedite receipt of occupation certificates
Architect
Attend the site handover
Issue construction documentation in accordance with the documentation programme
Carry out contract administration procedures delegated by the principal agent
Attend regular site, technical and progress meetings
Inspect the works for conformity to contract documentation
Clarify details and descriptions during construction as required
Receive, comment and approve interim payment valuations
Administer and review all tests and mock-ups carried out both on and off site
Check and approve subcontract shop drawings for design intent
Update and issue the drawings register
Issue contract instructions as and when required
Review and comment on operations and maintenance manuals, guarantees, certificates and warranties
Inspect the works and issue practical completion and defects lists
Assist in obtaining statutory certificates
Interior Architect
Attend the site handover
Issue construction documentation in accordance with the documentation programme
Carry out contract administration procedures as agreed for the project
Attend site, technical and progress meetings as required
Prepare estimates for proposed variations for client decision making
Prepare schedules of predicted cash flow
Establish and maintain a financial control system
Update and issue the drawings register
Inspect the works for conformity to contract documentation
Adjudicate and resolve financial claims by contractor(s)
Assist in the resolution of contractual claims by the contractor
Clarify details and descriptions during construction as required
Receive, comment and approve payment valuations
Review construction documentation issued by other consultants for proper integration with the interior design
Prepare valuations for payment certificates to be issued by the principal agent
Witness and review all tests and mock-ups carried out both on and off site
Check and approve subcontract shop drawings for design intent compliance
Prepare and submit progress reports
Issue contract instructions as and when required
Prepare final account(s) for the works on a progressive basis including remeasurement as required
Review and comment on operations and maintenance manuals, guarantees, certificates and warranties
Inspect the works and issue practical completion and defects lists
Complete, issue and submit statutory certificate(s) of completion in respect of the scope of work
Obtain operational approval of all interior installations
Interior Designer
Issue construction documentation in accordance with the documentation programme
Attend monthly budget meetings as requested
Inspect the works for conformity to contract documentation
Clarify details and descriptions during construction as required
Witness and review all tests and mock-ups carried out both on and off site
Check and approve subcontract shop drawings for design intent
Quality review during construction
Inspect the works and issue practical completion and defects lists
Landscape Architect
Attend the site handover
Issue landscape documentation in accordance with the documentation programme
Carry out contract administration procedures as agreed for the project
Attend regular site, technical and progress meetings
Prepare estimates for proposed variations for client decision making
Prepare schedules of predicted cash flow
Establish and maintain a financial control system
Update and issue the drawings register
Inspect the works for conformity to contract documentation
Adjudicate and resolve financial claims by contractor(s)
Assist in the resolution of contractual claims by the contractor
Clarify details and descriptions during implementation as required
Receive, comment and approve payment valuations
Prepare valuations for payment certificates to be issued by the principal agent
Witness and review all tests and mock-ups carried out both on and off site
Check and approve subcontract documentation for design intent
Prepare and submit progress reports
Issue contract instructions as and when required
Prepare final account(s) for the works on a progressive basis including remeasurement as required
Review and comment on operations and maintenance manuals, guarantees, certificates and warranties
Inspect the works and issue completion and defects lists
Assist in obtaining statutory approvals where required
Structural Engineer
Attend the site handover
Issue construction documentation in accordance with the documentation programme
Carry out contract administration procedures delegated by the principal agent in terms of the contract
Attend regular site, technical and progress meetings
Inspect the works for conformity to contract documentation
Assist in the resolution of contractual claims by the contractor
Clarify details and descriptions during construction as required
Receive, comment and approve interim payment valuations
Administer and review all tests and mock-ups carried out both on and off site
Check and approve subcontract shop drawings for design intent
Update and issue drawings register
Issue contract instructions as and when required
Review and comment on operation and maintenance manuals, guarantees, certificates and warranties
Inspect the works and issue practical completion and defects lists
Assist in obtaining statutory certificates
Civil Engineer
Attend the site handover
Issue construction documentation in accordance with the doc schedule
Carry out contract administration procedures delegated by the principal agent in terms of the contract
Attend regular site, technical and progress meetings
Inspect works for conformity to contract documentation
Assist in the resolution of contractual claims by the contractor
Clarify details and descriptions during construction as required
Receive, comment and approve interim payment valuations
Witnessing and review of all tests and mock-ups carried out both on and off site
Check and approve subcontract shop drawings for design intent
Update and issue drawings register
Issue contract instructions as and when required
Prepare final account(s) for the works on a progressive basis
Review and comment on operation and maintenance manuals, guarantee certificates and warranties
Inspect the works and issue practical completion and defects lists
Assist in obtaining statutory certificates
Electrical Engineer
Attend the site handover
Issue construction documentation in accordance with the doc schedule
Carry out contract administration procedures delegated by the P.A.
Attend regular site, technical and progress meetings
Inspect works for conformity to contract documentation
Assist in the resolution of contractual claims by the contractor
Clarify details and descriptions during construction as required
Receive, comment and approve interim payment valuations
Witnessing and review of mock-ups, tests and commissioning
Check and approve subcontract shop drawings for design intent
Update and issue drawings register
Issue contract instructions as and when required
Prepare final account(s) for the works on a progressive basis
Review and comment on operation and maintenance manuals, guarantee certificates and warranties
Inspect the works and issue practical completion and defects lists
Assist in obtaining statutory certificates
Mechanical Engineer
Attend the site handover
Issue construction documentation in accordance with the doc schedule
Carry out contract administration procedures delegated by the P.A.
Attend regular site, technical and progress meetings
Inspect works for conformity to contract documentation
Assist in the resolution of contractual claims by the contractor
Clarify details and descriptions during construction as required
Receive, comment and approve interim payment valuations
Witnessing and review of all mock-ups, tests and commissioning
Check and approve subcontract shop drawings for design intent
Update and issue drawings register
Issue contract instructions as and when required
Prepare final account(s) for the works on a progressive basis
Review and comment on operation and maintenance manuals, guarantee certificates and warranties
Inspect the works and issue practical completion and defects lists
Assist in obtaining statutory certificates
Wet Services Engineer
Attend the site handover
Issue construction documentation in accordance with the documentation programme
Carry out contract administration procedures as agreed for the project
Prepare estimates for proposed variations for client decision making
Prepare schedules of predicted cash flow
Establish and maintain a financial control system
Attend regular site, technical and progress meetings
Update and issue the drawings register
Inspect the works for design intent and conformity to contract documentation
Adjudicate and resolve financial claims by contractor(s)
Assist in the resolution of contractual claims by the contractor
Clarify details and descriptions during installation as required
Prepare valuations for payment certificates to be issued by the principal agent
Manage, witness and review all tests and mock-ups carried out both on and off site
Check and approve subcontract shop drawings for design intent
Issue contract instructions as and when required
Complete, issue and submit statutory certificate(s) of completion in respect of the scope of work
Prepare final account(s) for the works on a progressive basis including remeasurement as required
Review and comment on operation and maintenance manuals, guarantees, certificates and warranties
Inspect the works and issue practical completion and defects lists
Assist in obtaining statutory certificates
Fire Consultant
Re-assess and approve the fire protection construction documentation
Facilitate approvals that may be required to commence and implement the works
Attend regular site, technical and progress meetings
Monitor installation for compliance with the rational fire design
Advise fire authority of any deviations to approved rational fire designs
Witness the testing, commissioning and proper operation of all fire systems
Stage 6 — Close-out
Fulfill and complete the project close-out including the preparation of the necessary documentation to facilitate effective completion, handover and operation of the project.
Development Manager
Accept works completion certificate
Receive and distribute all as-built drawings and design documentation, to appropriate parties
Receive and distribute, all operating and maintenance manuals as well as all warranties and guarantees, to appropriate parties
Receive and distribute, all statutory compliance certificates and documentation, to appropriate parties
Receive and handover health and safety files to client
Administer rectification of defects during defects liability period
Monitor preparation and agreement of the final accounts
Procure and distribute end user latest final completion defects list for inclusion in project closeout report
Receive and review and present project closeout report to client
Assist the client in procuring appropriate facilities management resources
Project Manager
Co-ordinate and monitor rectification of defects
Manage procurement of operations and maintenance manuals, guarantees and warranties
Manage preparation of as-built drawings and documentation
Manage procurement of outstanding statutory certificates
Monitor, review and issue payment certificates
Issue completion certificates
Manage agreement of final account(s)
Conduct and record meetings
Prepare and present the project close-out report
Quantity Surveyor
Prepare valuations for payment certificates to be issued by the principal agent
Conclude final account(s)
Principal Agent
Monitor, review and issue payment certificates
Manage procurement of operations and maintenance manuals, guarantees and warranties
Manage preparation of drawings and documentation of record by the other consultants
Manage procurement of all statutory and other certificates from the other consultants
Coordinate and monitor rectification of defects
Manage agreement of final account(s)
Issue completion certificates
Architect
Inspect and verify rectification of defects
Receive, comment and approve relevant payment valuations and completion certificates
Prepare and/or procure operations and maintenance manuals, guarantees and warranties
Prepare and/or procure as-built drawings and documentation
Interior Architect
Inspect and verify rectification of defects
Prepare, coordinate and/or obtain drawings and documentation of record
Prepare valuations for payment certificates
Receive comment and approve relevant payment valuations and completion certificates
Procure operations and maintenance manuals, guarantees and warranties
Obtain and review as-built documentation
Assist with the preparation of the project close-out report
Conclude final account(s)
Verify rectification of defects
Attend consultants and management meetings
Interior Designer
Inspect and verify rectification of defects
Prepare and/or procure operations and maintenance manuals, guarantees and warranties
Landscape Architect
Inspect and verify rectification of defects
Prepare, coordinate and/or obtain drawings and documentation of record
Prepare valuations for payment certificates
Receive comment and approve relevant payment valuations and completion certificates
Advise on soft landscape maintenance
Prepare and/or procure operations and maintenance manuals, guarantees and warranties
Obtain and review as-built documentation
Assist with the preparation of the project close-out report
Conclude final account(s)
Verify rectification of defects
Attend consultants and management meetings
Structural Engineer
Inspect and verify rectification of defects
Receive, comment and approve relevant payment valuations and completion certificates
Prepare and/or procure operations and maintenance manuals, guarantees and warranties
Prepare and/or procure as-built drawings and documentation
Civil Engineer
Inspect and verify rectification of defects
Receive, comment and approve relevant payment valuations and completion certificates
Prepare and/or procure operations and maintenance manuals, guarantees and warranties
Prepare and/or procure as-built drawings and documentation
Conclude final account(s)
Electrical Engineer
Inspect and verify the rectification of defects
Receive, comment and approve relevant payment valuations and completion certificates
Prepare and/or procure operations and maintenance manuals, guarantees and warranties
Prepare and/or procure as-built drawings and documentation
Conclude final account(s)
Mechanical Engineer
Inspect and verify the rectification of defects
Receive, comment and approve relevant payment valuations and completion certificates
Prepare and/or procure operations and maintenance manuals, guarantees and warranties
Prepare and/or procure as-built drawings and documentation
Conclude the final account(s)
Wet Services Engineer
Inspect and verify rectification of defects
Prepare valuations for payment certificates
Receive, comment and approve relevant payment valuations and completion certificates
Obtain and review operations and maintenance manuals, guarantees and warranties
Obtain and review as-built documentation
Assist with the preparation of the project close-out report
Conclude final account(s)
Fire Consultant
Prepare rational fire operational documentation and procure maintenance manuals
Procure the training plan for staff for the proper operation and maintenance of all fire systems
Prepare the rational fire close out report
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