1.0 INTRODUCTION

1.1 CATEGORY 1 — CONSULTATIVE AND ADVISORY SERVICES

Examples of this category are:

1. Expert testimony;

2. Surface and subsurface assessments;

3. Investigations (groundwater, drainage, stability, etc.);

4. Inspection, testing or other services concerning the collection, analysis, evaluation and interpretation of data and information leading to specialized conclusions and recommendations;

5. Feasibility studies including monitoring site conditions;

6. Failure investigations.

 

1.2 CATEGORY 2 — PRE-DESIGN SERVICES

These consist of services to establish requirements for preliminary design, including, but not limited to:

1. Determination of Scope of Project;

2. Preliminary surface and subsurface investigation of sites and aspects of location that may affect the design;

3. Preliminary surveys, geotechnical investigations and other site specific reviews for preliminary design decisions;

4. Preparation of Pre-design Report covering siting alternatives, conceptual sketches, specification notes, probable construction cost and schedule.

1.3 CATEGORY 3 — DESIGN SERVICES

These services follow the establishment of project requirements described in Category 2 and consist of the preparation of designs, drawings, specifications and contract documents. They generally include the following:

a) Preliminary Design

i) Preparation of preliminary sketches and outline specifications illustrating and defining the design concept in terms of siting, surface and subsurface characteristics.

ii) Detailed surveys, geotechnical investigations and other site specific evaluations for detailed design decisions.

iii) Preparation of Preliminary Design Report covering preliminary sketches, outline specifications, alternates, estimated construction cost and schedule.

iv) Advise and/or assistance in obtaining approval from the Authorities.

b) Detailed Design

i) Preparation of design drawings and specifications, material mix designs and detailed calculations.

ii) Preparation of estimates of the cost of the work including design and construction schedules.

iii) Review and coordination with other design disciplines.

iv) Assistance in obtaining approval from Authorities for the total project or specific aspects of it.

1.4 CATEGORY 4 — CONTRACT ADMINISTRATION AND REVIEW DURING CONSTRUCTION

These services consist of contract administration and periodic field visits by the Geotechnical or Materials Engineering Consultant during the construction period following contract award. They include the following:

1. Administration of the geotechnical aspects of the contract.

*2. Visits to the construction site to review the geotechnical aspects of the project for progress, quality and conformance to the drawings and specifications.

3. Review and approval of change orders.

4. Preparation of construction progress reports to the Client.

5. Interpretation of the geotechnical and materials engineering aspects of the contract documents as required by the Contractor or Client.

6. Examination of progress claims for the purpose of approving progress payments.

7. Preparation of Construction Completion Certificate following final review of construction.

These services are distinct and separate from those described in Category 5 Resident Services During Construction and should not in any way be considered a substitute for them. The two categories of services are complementary, however, and this should be taken into account when the scope of services for geotechnical and materials engineering is established on a project.

If there is requirement for field services by the Geotechnical and Materials Engineering Consultant, which necessitates attendance at the site for periods of varying duration during construction, this should be reflected in the Category 5 scope of services.

* See the APEGGA Guideline on Review During Construction on Building Projects.

1.5 CATEGORY 5 — RESIDENT SERVICES DURING CONSTRUCTION

This category consists of supplying resident staff on the project to provide specific geotechnical or materials engineering services described in the scope of assignment. The services usually include activities which are designed to assist the Consultant in administering the contract and in determining if the work is being performed in accordance with the contract documents.

Resident services may include items such as:

1. Materials testing, quality control and review for conformance with the contract documents;

2. Informing the Contractor regarding quality control testing results;

3. Informing the Consultant representative responsible for Contract Administration and Review During Construction regarding quality assurance, workmanship and progress.

The services described above do not include the direction of Contractor personnel in methods, scheduling or equipment selection except as may be specifically prescribed in the contract documents, since these are normally a Contractor responsibility.

1.6 CATEGORY 6 — SPECIAL SERVICES

The services in this Category vary in scope and detail according to the needs of the Client and should be described in the scope of the assignment.

They include, but are not limited to:

1. Preparation of record drawings (As Built).

2. Consultation on special problems during warranty period.

3. Alternative Designs requested by the Client following completion of a normal design process in which various alternate materials and layouts are considered.