Common use of Preliminary Design Clause in Contracts

Preliminary Design. The purpose of preliminary design is to develop more than one option for presentation to the Client for selection of that which is the most appropriate based on technical functionality and economic benefit. The selected option(s) will then be further developed in the detailed design phase. On projects that commence with this design phase, the Service Provider shall, using the findings of the project assessment and investigations or concept design already conducted, identify problem areas, provide comprehensive evidence that their underlying cause is understood and propose appropriate corrective or reparative remedies. These proposals will accompany others for multiple design methodologies that are considered appropriate to the project including identification of their respective technical inputs. All proposals shall be discussed with the Client. At least 3 (three) different methodologies must be proposed not all of which need to include identified remedies. Proposed methodologies should separately deal with elements relating to capacity improvements so that these may be individually developed together with the methodologies so that the Client is presented with an array of design options from which to make decisions for progression to detailed design. The duties to be performed include but are not limited to the following: i. Provide a programme for documentation and implementation of the works. ii. Include a baseline risk assessment and a health and safety specification. iii. Include an operations and maintenance support plan over the service life. iv. Establish the feasibility of satisfying the original scope of works within the original budget, and if not, motivate a revised scope and/or budget. v. Include a technology (alternatives) option assessment. vi. Include a regulatory due diligence (compliance with various regulations and required statutory permissions impacting this project). vii. Advising the Client as to the need for any further surveys of any kind, analysis, tests and site or other investigations which may be required and arranging for these to be carried out at the Client’s expense including a risk assessment and sensitivity analysis associated with the need. viii. Advising the Client regarding environmental requirements and management plans and attending to the same. ix. Advising the Client, as may be necessary, upon the appointment of and brief to other professional engineers, architects and specialist advisers and arranging such appointments and consultations with such advisers in matters affecting the works. x. Consultation on technical matters with authorities and interested and affected parties. xi. Making modifications to the preliminary design of the works in connection with or dictated by the consultations aforesaid. xii. Identification and reporting on services and owners as well as relocations/protection measures required. xiii. Submission of estimates of capital and life cycle costs and economic and financial implications in relation to the proposals and the confirmation of the financial sustainability thereof. xiv. Compilation and submission of a Preliminary Design Report and if required a Preliminary Materials Report. xv. A separate Geotechnical Report must be submitted where geotechnical investigations are required. xvi. A separate Drainage Report will be needed for each Bridge and Major Culvert and shall form part of the first stage submission as described above. xvii. Preparing, reporting, and presenting the alternatives to the Client’s Gateway Review Committee for project costs higher than R100 million.

Preliminary Design. The underlying purpose of preliminary design is to develop more than one option for presentation to the Client for selection of that which is the most appropriate based on technical functionality and economic benefit. The selected option(s) will then be further developed in the detailed design phase. On projects that commence with this design phase, . the Service Provider shall, . using the findings of the project assessment and investigations or concept design already conducted, . identify problem areas, . provide comprehensive evidence that their underlying cause is understood and propose appropriate corrective or reparative remedies. These proposals will accompany others for multiple design methodologies that are considered appropriate to the project including identification of their respective technical inputs. All proposals shall be discussed with the Client. At least 3 (three) different methodologies must be proposed not all of which need to include identified remedies. Proposed methodologies should separately deal with elements relating to capacity improvements so that these may be individually developed together with the methodologies so that the Client is presented with an array of design options from which to make decisions for progression to detailed design. The duties to be performed include but are not limited to the following: i. Provide a programme for documentation and implementation of the works.; ii. Include a baseline risk assessment and a health and safety specification.; iii. Include an operations and maintenance support plan over the service life.; iv. Establish the feasibility of satisfying the original scope of works within the original budget, . and if not, . motivate a revised scope and/or budget.; v. Include a technology (alternatives) option options assessment.; vi. Include a regulatory due diligence (compliance with various regulations and required statutory permissions impacting this project).; vii. Advising the Client as to the need for any further surveys of any kind, . analysis, . tests and site or other investigations which may be required required. and arranging for these to be carried out at the Client’s expense including a risk assessment and sensitivity analysis associated with the need.; viii. Advising the Client regarding environmental requirements and management plans and attending to the same.; ix. Advising the Client, . as may be necessary, . upon the appointment of and brief to other professional engineers, . architects and specialist advisers and arranging such appointments and consultations with such advisers in matters affecting the works.; x. Consultation on technical matters with authorities and interested and affected parties.; xi. Making modifications to the preliminary design of the works in connection with or dictated by the consultations aforesaid.; xii. Identification and reporting on services and owners as well as relocations/protection measures required.; xiii. Submission of estimates of capital and life cycle costs and economic and financial implications in relation to the proposals and the confirmation of the financial sustainability thereof.; xiv. Compilation and submission of a Preliminary Design Report and if required a Preliminary Materials Report. xv. A separate Geotechnical Report must be submitted where geotechnical investigations are required. xvi. A separate Drainage Report will be needed for each Bridge and Major Culvert and shall form part of the first stage submission as described above. xvii. Preparing, reporting, and presenting the alternatives to the Client’s Gateway Review Committee for project costs higher than R100 million.

Preliminary Design. The underlying purpose of preliminary design is to develop more than one option for presentation to the Client for selection of that which is the most appropriate based on technical functionality and economic benefit. The selected option(s) will then be further developed in the detailed design phase. On projects that commence with this design phase, the Service Provider shall, using the findings of the project assessment and investigations or concept design already conducted, identify problem areas, provide comprehensive evidence that their underlying cause is understood and propose appropriate corrective or reparative remedies. These proposals will accompany others for multiple design methodologies that are considered appropriate to the project including identification of their respective technical inputs. All proposals shall be discussed with the Client. At least 3 (three) different methodologies must be proposed not all of which need to include identified remedies. Proposed methodologies should separately deal with elements relating to capacity improvements so that these may be individually developed together with the methodologies so that the Client is presented with an array of design options from which to make decisions for progression to detailed design. The duties to be performed include but are not limited to the following: i. Provide a programme for documentation and implementation of the works.; ii. Include a baseline risk assessment and a health and safety specification.; iii. Include an operations and maintenance support plan over the service life.; iv. Establish the feasibility of satisfying the original scope of works within the original budget, and if not, motivate a revised scope and/or budget.; v. Include a technology (alternatives) option options assessment.; vi. Include a regulatory due diligence (compliance with various regulations and required statutory permissions impacting this project).; vii. Advising the Client as to the need for any further surveys of any kind, analysis, tests and site or other investigations which may be required required, and arranging for these to be carried out at the Client’s expense including a risk assessment and sensitivity analysis associated with the need.; viii. Advising the Client regarding environmental requirements and management plans and attending to the same.; ix. Advising the Client, as may be necessary, upon the appointment of and brief to other professional engineers, architects and specialist advisers and arranging such appointments and consultations with such advisers in matters affecting the works.; x. Consultation on technical matters with authorities and interested and affected parties.; xi. Making modifications to the preliminary design of the works in connection with or dictated by the consultations aforesaid.; xii. Identification and reporting on services and owners as well as relocations/protection measures required.; xiii. Submission of estimates of capital and life cycle costs and economic and financial implications in relation to the proposals and the confirmation of the financial sustainability thereof.; xiv. Compilation and submission of a Preliminary Design Report and if required a Preliminary Materials Report. xv. A separate Geotechnical Report must be submitted where geotechnical investigations are required. xvi. A separate Drainage Report will be needed for each Bridge and Major Culvert and shall form part of the first stage submission as described above. xvii. Preparing, reporting, reporting and presenting the alternatives to the Client’s Gateway Review Committee for project costs higher than R100 million.