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Engineering Consulting Guidelines for Highway, Bridge 2002

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Engineering Consulting Guidelines for Highway, Bridge 2002
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  A TRANSPORTATION ENGINEERINGCONSULTANT GUIDELINES FOR HIGHWAY AND BRIDGE PROJECTSV OLUME 1DESIGN AND TENDER  2002    1 EGIEERIG COSULTAT GUIDELIES FOR HIGHWAY AD BRIDGE PROJECTS – VOLUME 1 – DESIG AD TEDER The purpose of this manual is as follows:    To outline the Department’s expectations for the provision of engineering services for the design and tendering of all provincial highway and bridge projects where a consultant is hired directly by the Department.    To ensure uniformity and consistency in the provisions of these services to the Department.    To outline specific responsibilities and authorities of the consultant when providing these services. The consultant’s obligations are detailed in the consulting service agreement and construction contract documents. This manual outlines the deliverables established by the Department which will typically fulfil the consultant’s obligations and ensure that Department requirements are met in the desired manner. Users should note that this manual by itself does not provide a complete record of all the  processes, responsibilities and authorities of the consultant and the Department in managing the delivery of a Department construction contract. Other manuals which must be considered include but are not limited to the following: 1.   Engineering Consultant Guidelines for Highway and Bridge Projects – Volume 2  – Construction Contract Administration    this document was previously known as the Contract Administration Manual and provides guidelines covering the post-tender period. 2.   Project Administration Manual    this document outlines the Department’s internal methods of administering engineering agreements and construction contracts as well as selecting, monitoring and evaluating consultants. 3.   Traffic Accommodation in Work Zones Manual    this document is to be used as a guideline for provision of traffic accommodation through work zones on highways and bridges in Alberta. The authorities, responsibilities and processes contained in all these manuals are based on the Department’s policy statements, authorities matrix, contract specifications, and agreements for engineering consultant services. Users are advised that updates or revisions to existing contract specifications, the terms of the agreement, policy statements or the authorities matrix may affect these processes, responsibilities and authorities. In the event of any such changes    2 which significantly affect the contents of these manuals, users will be advised accordingly. Please refer to Appendix “N” for a listing of additional Department publications. This manual is not intended to replace or modify the contents of the Department’s construction contracts or engineering consultant agreements. If a conflict or ambiguity exists  between this manual and the contract agreement, the user shall contact the Director, Highway Engineering, of the Department’s Technical Services Branch for clarification. Any omissions, obvious errors, or recommendations for future updates should be forwarded to the Director, Highway Engineering of the Department’s Technical Standards Branch.   TABLE OF COTETS May 7, 2002   i SECTIO 1 - GEERAL .............................................................................................................................. 1-1 1.1   INTRODUCTION .........................................................................................................................................1-1 1.1.1 DEFIITIOS ...................................................................................................................................... 1-2 1.1.2 OUTLIE OF THE PROCESSES USED BY THE DEPARTMET FOR PROCUREMET OF COSULTIG SERVICES ............................................................................................................................. 1-8 1.1.2.1 Pre-qualification Process.................................................................................................................................. 1-8 1.1.2.2 Request for Proposal (R.F.P.) Process ............................................................................................................. 1-9 1.1.2.3 Project Ranking List......................................................................................................................................... 1-9 1.2   WORKERS   COMPENSATION   BOARD   AND   OCCUPATIONAL   HEALTH   AND   SAFETY ..................1-9 1.2.1 GEERAL ............................................................................................................................................ 1-9 1.2.2 WORKSITE HAZARD ......................................................................................................................... 1-10 1.2.3 ACCIDET IVESTIGATIO AT THE WORKSITE ......................................................................... 1-10 1.2.4 SAFETY CERTIFICATE OF RECOGITIO ................................................................................... 1-11 1.3   PUBLIC   SAFETY   REQUIREMENTS   (TRAFFIC   ACCOMMODATION   THROUGH   THE   WORK    ZONE)1-11 1.3.1 GEERAL .......................................................................................................................................... 1-11 1.3.1.1 Flagperson ...................................................................................................................................................... 1-12 1.3.2 ACCIDET IVESTIGATIO WITHI THE PROJECT LIMIT ....................................................... 1-13 1.4   OTHER    GENERAL   REQUIREMENTS ....................................................................................................1-13 1.4.1 PROFESSIOAL REGISTRATIO .................................................................................................... 1-13 1.4.2 PROFESSIOAL SEAL ...................................................................................................................... 1-13 1.4.3 COSULTAT IVOICES ................................................................................................................. 1-13 1.4.4 COSTRUCTIO SPECIFICATIOS AD COTRACT CODITIOS ......................................... 1-14 1.4.5 SPECIAL COSIDERATIOS I IDIA RESERVES .................................................................... 1-14 1.4.6 RECORDS, FREEDOM OF IFORMATIO AD PROTECTIO OF PRIVACY ACT ................... 1-15 1.4.7 MAUALS .......................................................................................................................................... 1-15 1.4.8 DUPLICATIG .................................................................................................................................. 1-15 1.4.9 UPDATES ........................................................................................................................................... 1-15 1.4.10 WEBSITE .......................................................................................................................................... 1-16 1.5   RESPONSIBILITIES .................................................................................................................................1-16 1.5.1 GEERAL .......................................................................................................................................... 1-16 1.5.2 CHAGES TO SCOPE OF WORK FOR EGIEERIG ASSIGMET ........................................ 1-16 1.5.3 BACKGROUD IFORMATIO ...................................................................................................... 1-17 1.5.4 LIAISO ............................................................................................................................................. 1-17 1.5.5 PROJECT IITIALIZATIO .............................................................................................................. 1-17 1.5.6 APPROVAL OR ACCEPTACE ........................................................................................................ 1-18 1.5.7 COST ESTIMATES ............................................................................................................................. 1-19 1.5.8 IDEPEDET DESIG CHECK .................................................................................................... 1-19 1.5.9 REVIEW OF WORK BY THE DEPARTMET .................................................................................. 1-20 1.5.10 COSULTAT PERFORMACE EVALUATIO ........................................................................... 1-20 1.6   DESIGN   PHILOSOPHY ............................................................................................................................1-20 1.6.1 GEERAL .......................................................................................................................................... 1-20 1.6.2 COTRACT DESIG CHAGE PROPOSALS .................................................................................. 1-21 1.7   USE   OF   ALL   TERRAIN   VEHICLE   (ATV’ S )   FOR    ENGINEERING   ACTIVITIES .................................1-21 1.8   REPORTING   REQUIREMENTS ..............................................................................................................1-23 SECTIO 2 - PLAIG ............................................................................................................................. 2-1 2.1   GENERAL ....................................................................................................................................................2-1 2.2   DATA   COLLECTION ..................................................................................................................................2-1 2.3   TYPICAL   STUDY   CONSIDERATIONS ....................................................................................................2-2 2.4   PLAN   PREPARATION ................................................................................................................................2-3 2.4.1 MOSAIC PLAS ................................................................................................................................... 2-3 2.4.2 COTOUR PLAS ............................................................................................................................... 2-3 2.5   STAKEHOLDER    INPUT .............................................................................................................................2-3 2.6   FIELD   WORK ..............................................................................................................................................2-4 2.7   PRESENTATION   OF   RECOMMENDATION ............................................................................................2-4
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