GENERAL REQUIREMENTS FOR ENGINEERING AND DESIGN

Transcription

1 Project Procedures GENERAL REQUIREMENTS FOR ENGINEERING AND DESIGN 07/28/2011 PAGE 1 OF PURPOSE 1.1 PURPOSE OF ENGINEERING PROJECT PROCEDURES This P-4 series of Engineering Project Procedures provides direction for the Engineering and Design services provided by Pike. The procedures are applicable to all Pike Projects and provide guidance for the performance and verification of Pike Engineering and Design services. The Engineering Project Procedures do not prescribe an organizational structure for performing Engineering and Design work within Pike. Rather, these procedures focus upon the general requirements to perform and check Engineering and Design work regardless of organizational structure. 1.2 PURPOSE OF THIS PROJECT PROCEDURE This procedure provides general information about requirements for Pike Engineering and Design activities, while other procedures in the P-4 series provide more detail on the requirements for specific Engineering and Design activities. The general requirements addressed in this procedure include overall guidance for the following: Qualifications, credentials, experience, and role expectations for Engineering and Design personnel Engineering Peer Reviews for work products Professional Engineer s Seal Use of Engineering and Design Standards Preparation of Records

2 PAGE 2 OF SCOPE 2.1 SCOPE OF ENGINEERING PROJECT PROCEDURES The Engineering Project Procedures cover specific topics related to the performance and verification requirements for Engineering and Design work. The Engineering Project Procedures require that review and verification be performed for the results of all Engineering and Design work. This work includes, but is not limited to, calculations, drawings, specifications, reports, and subsequent changes to the work. If Engineering work is performed for which there are governmental regulations, specific Client requirements, or other applicable procedures, those requirements shall govern the work. For particular requirements addressed in the Pike procedures, but not addressed in the Client s procedures, the Engineering and Design work shall meet Pike requirements. 2.2 SCOPE OF THIS PROJECT PROCEDURE This procedure applies to and provides overall direction for Engineering and Design services performed by Pike. 3.0 REFERENCES 3.1 Pike Quality Assurance Manual 3.2 Project Procedure P-3-12, Change Control 3.3 Project Procedure P-4-2, Design Reviews 3.4 Project Procedure P-4-3, Engineering and Design Calculations 3.5 Project Procedure P-4-4, Engineering Reports and Specifications 3.6 Project Procedure P-4-6, Engineering and Design Drawings 3.7 Project Procedure P-4-7, Drafting Standards 3.8 Project Procedure P-4-8, Professional Engineer s Seal 4.0 DEFINITIONS 4.1 Design: Part of the practice of Engineering and Design that translates specific performance requirements and site conditions by calculations and modeling to structures and equipment. The results of Design are typically expressed in drawings and specifications from which detail design, material procurement, fabrication, erection, testing, and operation of systems and equipment can proceed.

3 PAGE 3 OF Design Input: Information that forms the Basis for Design. Design inputs can include site characteristics as varied as geotechnical parameters or external electrical system parameters. Design inputs may be generic (such as applicable codes and standards or license and permit requirements) or specific (Client-supplied information, such as performance requirements or site conditions). 4.3 Design Output: Documents prepared that typically include drawings, specifications, material and equipment lists, and reports. Design output is often referred to as work products or deliverables. 4.4 Engineering: The application of science that results in the selection, design, fabrication, construction, startup, and operation of systems, equipment, and structures. Within Pike, Engineering is applied to the span of services for Projects that includes the following: Obtaining site-specific data that are used as design input Determining performance requirements that are used as design input Performing calculations and modeling from performance requirements or design input to appropriate size, materials, operating ranges, performance behavior, etc. Preparing equipment specifications for procurement Designing, which includes the translation of performance requirements or design input through calculations and modeling to permit physical presentation on drawings with the specification of materials and needed performance behavior Evaluating changes to a design to determine the impact of the change upon cost, performance, and/or safety Providing documentation of as-built conditions Activities related to Engineering may include the following: Preparing and reviewing the engineering content within proposals Assisting with Contract reviews in relation to Engineering Scopes of Work Performing conceptual engineering studies Preparing engineering reports Preparing the technical content for Contract documents for Subcontractors Providing technical review and evaluation of Vendors and Subcontractors bids Assisting with the preparation of cost estimates associated with Engineering work and Construction

4 PAGE 4 OF 7 Performing inspections and evaluations of existing facilities 4.5 Engineering Output: The results of Engineering services that are documented via sketches, drawing mark-ups, specifications, and engineering reports. Engineering documents are typically issued by Pike to the Client for a specific Project. 4.6 Licensing Requirements: Engineering work performed by Pike in accordance with applicable regulations and laws, including various Engineering licensing requirements depending on the Client and Contract. 5.0 RESPONSIBILITIES Each Pike Project is unique; its various technical requirements and needs will be based on the size, scope, and complexity of the work, as well as the Contract requirements. It is imperative that personnel selected to complete Engineering and Design work understand the Project Procedures and technical requirements for completing Engineering services as determined by the Contract and by Pike. 5.1 PROJECT MANAGER The Project Manager is responsible for the overall management (Client interface, scheduling, and cost control), implementation, and success of the Project in accordance with the Contract requirements. The Project Manager may act as the Project Engineer or Discipline Lead or may delegate the Engineering oversight, tasks, and responsibilities as necessary, based on the size, complexity, and technical requirements of the Project. 5.2 PROJECT ENGINEER The Project Engineer is the individual assigned to lead and/or complete Engineering activities associated with a particular Project. The Project Engineer will perform or oversee the Engineering and Design activities associated with a particular Project in accordance with the following: Applicable federal, state, regional, and local laws and requirements Pike Project Procedures Specific Contract requirements The Project Engineer shall be technically qualified and shall assure that technically qualified personnel complete all Engineering and Design work for the Project. Preferably, the Project Engineer holds a Professional Engineer s license and has working knowledge in the majority of the technical areas required for the Project.

5 PAGE 5 OF PREPARER The document Preparer is responsible for the content and format, technical adequacy, and completeness of an engineering document, and for fulfilling the requirements of the Project Procedures as they apply to the document. 5.4 REVIEWER Reviewers are responsible for checking and reviewing the various tasks within the Engineering and Design work, including design input, calculations, drawings, specifications, change notices, etc., to verify technical accuracy and thoroughness. 5.5 ENGINEERING MANAGER The Engineering Manager is responsible for the following: Assigning Engineers and Designers in accordance with the needs of the specific Project Ensuring that the Engineering work and Engineering support of Pike is performed in a technically sound manner and completed in accordance with the Engineering Project Procedures 5.6 VICE PRESIDENT OF ENGINEERING The Vice President of Engineering is the Engineering Quality Program Lead and responsible for the development, maintenance, and revision of the Engineering Project Procedures. Any questions, comments, or suggestions regarding the Engineering Project Procedures should be addressed to the Vice President of Engineering. The Vice President of Engineering may, as appropriate, delegate this oversight responsibility. 6.0 PROCEDURE 6.1 QUALIFICATION OF ENGINEERING PERSONNEL Pike personnel performing Engineering and Design work shall be qualified for the work based on education, experience, and licensing requirements. Personnel shall be competent in the proper Engineering discipline (such as Civil or Electrical) required for the Project. Appropriate personnel shall have professional licensing in accordance with the requirements of the state where a Project is located. Engineer(s) and Designer(s) assigned to the leadership of Engineering and Design work for a Project (or a specific task within a Project) shall be responsible for the preparation

6 PAGE 6 OF 7 of design input information, calculations, design input for drawings, drawings, bills of materials, and required specifications. For specific, detailed guidance on the performance and review of various Engineering and Design activities (calculations, design review, etc.), refer to the Engineering Project Procedures referenced in Section 3.0 of this procedure. 6.2 ENGINEERING PEER REVIEW The Engineer(s) responsible for the work, in consultation with the Engineering Manager, may request a Peer Review by another Engineer with demonstrated expertise in the subject and who is independent of the original preparation and review process. This is a complete review of the full span of the Engineering work (or specified portions of the work) that focuses upon the methodology, theory, and design criteria for applicability to the specific Project requirements. The decision to perform a Peer Review is typically based upon factors such as the following: Technical complexity Need for multiple Engineering disciplines Performance experience with selected technology Additionally, Client requirements and regulations may dictate the need for Peer Review, including prescribed format and specific schedule milestones for the review. The need for Peer Reviews (and Reviewers) should be established during the proposal and planning phases of a Project so that they can be properly scheduled and budgeted. For more information about Peer Reviews, see the procedure for Design Reviews (Reference 3.3). Since Design Reviews are typically the same as Peer Reviews, much of the information and process is also the same. 6.3 PROFESSIONAL ENGINEER S SEAL All work products (including drawings, specifications, and reports) that require a Professional Engineer s seal shall be processed in accordance with the procedure Professional Engineer s Seal (Reference 3.8). 6.4 USE OF STANDARDS Engineering work typically uses and is performed within a comprehensive framework of governing requirements (such as the Pike Engineering Project Procedures) so that the

7 PAGE 7 OF 7 work is prepared, reviewed, and issued in a controlled manner to meet Project requirements. Technical standards issued by industry organizations, such as the American Society of Civil Engineers (ASCE) and the Institute of Electrical and Electronics Engineers, Inc. (IEEE), should be used whenever appropriate for the Project Scope of Work. 6.5 RECORDS Records shall be prepared and maintained as needed to demonstrate the performance of Engineering work, such as the sources of design input, calculations performed, drawings, specifications, resolution of changes, and reviews. Specific records requirements are discussed in each Engineering Project Procedure, where appropriate. 7.0 ATTACHMENTS None 8.0 FORMS None 9.0 REVISIONS AND APPROVALS Revision Level Revision Date Revision Description Department Head (Approver) 0 02/05/2010 Original Issue Don Robertson 1 07/28/2011 Updated logo and company name N/A