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SCHEDULE OF FEES 2019 EDITION

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SCHEDULE OF FEES 2019 EDITION SCHEDULE OF FEES Approved January Ste. Catherine West Suite 930 Montréal (Québec) H3G 1R8 Phone: Fax: NOTICE
SCHEDULE OF FEES 2019 EDITION SCHEDULE OF FEES Approved January Ste. Catherine West Suite 930 Montréal (Québec) H3G 1R8 Phone: Fax: NOTICE TO READERS Please note that the 2019 edition of the Schedule of fees published by the Association of Consulting Engineering Companies of Quebec (AFG) includes a new table of hourly rates (p. 30). The hourly rates have been harmonised with those of the 2019 edition of the Remuneration Guide for Soil and Materials Engineering, Geo-environnement, Roofing and Waterproofing also published by the AFG. Other content remains the same as the last version ( ). Published by the Association of Consulting Engineering Companies Quebec ISBN: (1 st edition 2008) ISBN: (2 nd edition 2013) ISBN: (2015 Update) ISBN : (2019 Update) Legal deposit Bibliothèque et Archives nationales du Québec, 2019 Library and Archives Canada, 2019 To order additional copies: Association of Consulting Engineering Companies Quebec Phone: TABLE OF CONTENTS ARTICLE DESCRIPTION PAGE 1. GENERAL Text Definitions Contract for Services 3 2. SERVICES OF THE CONSULTING ENGINEER Division of services Description of Services Advisory Services or Feasibility Studies or Preliminary Design Preparatory Studies Preliminary (or Outline) Plans and Specifications Final (or Detailed) Plans and Specifications Services During Construction Remunerated on a Percentage Basis Other Services Not Remunerated on a Percentage Basis Management Services 9 3. FEES Methods of Remuneration Remuneration Method A : Hourly Basis Remuneration Method B : Percentage Basis Remuneration Method C : Lump Sum Basis Remuneration on an Hourly Basis Classification of Employees Hourly Rate Overtime Reimbursable Costs Terms of Payment Remuneration on a Percentage Basis Calculation of Remuneration Cost of Engineering Works Classification of Works Table of Fees on a Percentage Basis Application of the Percentage Basis of Calculation Reimbursable Costs Remuneration on a Lump Sum Basis DOCUMENTS PROVIDED CONSULTING SERVICES APPENDIX 1: TABLE OF HOURLY RATES 30 1. GENERAL 1.1 Text This publication of the Association of Consulting Engineering Companies Quebec is the current Schedule of Fees for calculating remuneration for consulting engineering services. In the event of any differences between the English and French texts, the French text shall prevail. The masculine is used here solely in the interest of conciseness and without distinction as to gender. 1.2 Definitions a) Association means the Association of Consulting Engineering Companies Quebec. b) Consulting Engineer means a member of the Association of Consulting Engineering Companies Quebec. c) Client means the natural or legal person that retains the services of the Consulting Engineer by contract. d) Contract for Services means all services assigned to the Consulting Engineer, including the terms and conditions governing performance of the services. This contract establishes the rights, obligations and responsibilities of the Consulting Engineer and the Client for the execution of a Contract for Services, which are explicitly described therein, in accordance with the terms of payment described in this schedule of fees. e) Principal means the professional designated by the Consulting Engineer to manage, coordinate and supervise the assignment. This role may be assigned to various professionals in the course of a single assignment. f) Class A estimate Internal bid, margin of error of 5% g) Class B estimate Control estimate, margin of error of 5% to 15% h) Class C estimate Budget estimate, margin of error of 15% to 20% i) Class D estimate Design estimate, margin of error of 20% to 100% Reference: Engineering Services Management Guide and Glossary, AICQ, Contract for Services It is recommended that the Consulting Engineer sign a Contract for Services with the Client before starting the work. This Contract shall specify the schedule of fees mutually agreed upon which should, in principle, be at least equal to this Schedule of Fees. 3 2. SERVICES OF THE CONSULTING ENGINEER Consulting engineering services consist in planning, designing, composing, evaluating, advising, reporting, directing or supervising, or managing any of the foregoing, that requires the application of engineering principles, and that concerns the safeguarding of life, health, property, economic interests, the public welfare or the environment Division of Services The services offered by the Consulting Engineer cover almost every aspect of our economy and include technical studies and engineering in the broad sense of the term, including environmental studies. For the purpose of determining an appropriate basis of remuneration, the Consulting Engineer s services are classified based on the following seven (7) divisions: Advisory Services (or Feasibility Studies or Preliminary Design) Preparatory Studies Preliminary (or Outline) Plans and Specifications Final (or Detailed) Plans and Specifications Services During Construction Services Not Remunerated on a Percentage Basis Management Services 2.2 Description of Services Advisory Services or Feasibility Studies or Preliminary Design Advisory services include consultation, advising, expert testimony, appraisals, evaluations, inspections, testing, identification of environmental aspects in the analysis of project variables and other services involving the compilation, analysis, evaluation and interpretation of data and information leading to specialized conclusions and recommendations. These services also include opportunity and requirements studies, as well as traffic studies. Design estimates (class D ) are generally prepared during the feasibility studies and constitute a very summary estimate with a margin of error of 20% to 100% Preparatory Studies Preparatory studies serve as the basis for a design and conclusions or recommendations related to the execution of a project when, in the Client s opinion, the project requires such study. They consist of research, exploration, surveys, preparation of plans, technical and functional programs, measurement of the area of land involved in a program, analysis of the conditions of possible solutions including paraseismic studies of existing structures, economic studies and studies of development costs, and surveys of existing works. 4 1 Reference: Guideline on the Practice of Professional Engineering in Canada, Engineers Canada, 2013 They also consist of topographic surveys, preparation of plans of these surveys of scenarios, LEED certifications (or other programs such as Go Green), preliminary studies of energy efficiency, preliminary environmental studies, analysis of the conditions of possible solutions, selection process for the option with the smallest impact, economic studies and studies of development costs, project identification memoranda, etc. If the design estimate (class D ) is not completed in the feasibility studies phase, it can be done during the preparatory studies phase Preliminary (or Outline) Plans and Specifications Preliminary plans and specifications consist in the preparation and graphic representation of the complete program provided by the Client and the solution selected during the preparatory studies phase. These services include, among others, the following elements: a) The report describing the proposed technical solution; b) Preparation and presentation of preliminary plans and outline specifications; c) Preparation of the class C cost estimate for the work in accordance with the divisions of the specifications; d) Preparation of the master schedule; e) Final design; f) Update of the schedule and cost estimate; etc. The budget estimate (class C ) is usually prepared during the preliminary (or outline) plans and specifications phase (margin of error: 15% to 20%) Final (or Detailed) Plans and Specifications Final plans and specifications are prepared after the Consulting Engineer has established, according to the foregoing, the bases for the final design and they have been submitted to and formally accepted by the Client in writing within the prescribed time frame. These services consist, among others, of the following: a) preparation of construction drawings, details, general terms and technical specifications related to his field of expertise and required for the purposes of the bid in a single tender call and single-phase construction; b) preparation of the general terms, technical specifications, preparation of the other documents required to carry out a single tender call, lists of quantities with estimated unit prices for work for which it is customary to allocate unit prices for a single work item; c) revision of the schedule. The control estimate (Class B ) is usually done once the final plans and specifications are approximately 60% complete (margin of error: 5% to 15%). 5 2.2.5 Services During Construction Remunerated on a Percentage Basis The services stipulated in Articles and are remunerated on a percentage basis. These services shall be provided to the Client by the Consulting Engineer upon written request from the Client and shall be remunerated on a percentage basis Office services The services rendered at the offices of the Consulting Engineer consist of the following: a) One (1) bid analysis and one (1) recommendation to the Client; b) Control of shop drawings to ascertain overall compliance of the work and review of revised shop drawings when corrections are requested at the time of the initial submission; c) Clarification and/or interpretation of ambiguous, contradictory and incomplete information on plans and specifications; d) One (1) equivalence analysis per product specified and one (1) recommendation in this regard to the Client; e) One (1) analysis and one (1) recommendation for each change request; f) Verification of claims for progress payment submitted and one (1) recommendation to the Client for each claim; g) Preparation of change orders following from a request from the Consulting Engineer and negotiations concerning them; h) Advice to the Client on technical issues that may arise during construction; i) Correspondence related to the construction work; j) For the purpose of recommendations to the Client, verification of substitute materials Non-resident services rendered at the worksite Non-resident services rendered at the worksite during construction consist of the following: a) In accordance with the schedule submitted by the contractor and accepted, the engineer shall agree with the Client on a work plan specifying the supervision to be provided at the worksite, taking into account the following elements: budget, number of hours of supervision corresponding to the budget in accordance with the classification of employee assigned to the worksite, method of remuneration, contracting approach and nature of the work for certain specialities; b) The supervision work plan is intended to generally make sure that the progress of the works, their execution and the quality of the materials and labour are in compliance with the requirements of the contractual documents, not necessarily implying qualitative, quantitative, thorough and continuous checking; 6 c) The work plan shall specify and quantify the method and nature of worksite interventions for the expected duration of the worksite, based on the fees allocated and the corresponding number of hours of supervision. It shall specify, among other things, the frequency and number of meetings at the worksite; the frequency and number of inspection visits; the target dates for the supervision report, in particular the provisional and final acceptance of the works; d) On the basis of observations made during periodic visits to the worksite, information to the Client about the progress of the works and defects or deficiencies noted in the work of the contractor, and orders for the redoing of work considered not to be in compliance with the contractual documents; e) Participation in meetings at the worksite and meetings with the Client; f) The drawing up of one (1) list of deficiencies and one (1) verification of the full correction of all elements on that list; g) One (1) recommendation to the Client with regard to the provisional acceptance of the works; h) One (1) recommendation to the Client with regard to the final acceptance of the works Other Services Not Remunerated on a Percentage Basis The services stipulated in Articles and are not remunerated on a percentage basis of calculation. These services shall be provided to the Client by the Consulting Engineer upon written request from the Client and shall be remunerated on an hourly or lump sum basis of calculation Resident services rendered during construction Resident services rendered at the worksite consist of the following: a) Increased time of presence at the worksite up to the permanent assignment of personnel to provide the technical advice necessary for the execution and inspection of the works as well as to supervise tests, prepare reports on work progress and record all changes to work execution resulting from particular site conditions. Services relating to quality control shall be supplied by the Client but remain under the control of the Consulting Engineer. The resident worksite personnel shall not direct the personnel of the contractor or subcontractor, nor determine the construction procedures and methods or equipment to be used; b) Final inspection and supervision of performance trials of installed machinery and equipment to determine whether the suitability and performance warranties have been met; c) Annotation of the original drawings to indicate the work as-built. 7 Special services Special services are all additional services relating to projects and requested in writing by the Client and not remunerated on a percentage basis. Certain special services may apply to many phases of a given project. For the sake of clarity, they have been solely identified in the main phase where they are generally found, but they need to be applied according to the project s specificities. They include, in particular: 1) General a) Organization of a project office; b) Additional services resulting from a program change; c) Execution through multiple tender calls; d) Technical or administrative support to the Client resulting from his difficulty fulfilling his contractual obligations associated with the project; e) Project management and coordination services normally provided by the architect, such as the preparation of contracts and minutes; f) Translation. 2) Engineering a) Preparation of simulations, a thermal report or preliminary energy efficiency study; b) Surveys, data processing and the preparation of plans; c) Alternatives studies; d) Preparation of administrative and technical files for grant and certification applications (e.g., procedures for LEED certification); e) Engineering services resulting from design or technical assistance works not leading to construction costs in his discipline (e.g., natural ventilation, natural lighting, masonry, etc.); f) Services following from management projects including advance purchasing and pre-orders; g) Design, in the form of sketches or plans and specifications, necessary to the preparation of change orders required by the Client or as a result of unforeseeable site conditions. 3) Construction a) All required services not mentioned in the work plan as described in Article and all services required after the completion date provided for in that work plan; b) Preparation and follow-up of requests for authorizations and applications for the necessary permits before the work begins; c) Establishment of grades, levels and points lists for the installation of works; d) Development and update of a work schedule; e) General coordination of the works and various stakeholders in the project; f) Services associated with supplying to the client at the end of the work a copy, on sensitized film or computer medium, of the revised original drawings showing the works as executed; g) Analysis and preparation of files associated with claims and disputes; h) Issuance of certificates of compliance; i) For general engineering assignments, final inspection and supervision of operating trials for machinery and equipment installed to determine whether they meet the suitability and performance warranties; j) Aid, assistance and the commissioning of the establishment of the equipment installed to determine whether it meets the suitability and performance warranties; k) Preparation of maintenance and operating manuals for the equipment installed; l) Training of technical personnel assigned to the operation. 4) Environment a) Preparation of the final environmental assessments and the documents required under the process for obtaining the necessary authorizations and permits (municipal, provincial, federal levels). The process also includes public hearings on the environment; b) Design and supervision of environmental monitoring programs; c) Realization of the environmental monitoring visits and periodic follow-ups required by the permits, authorizations, legislations and regulations applicable to the project Management Services The objectives of a management assignment are to coordinate and control, through the application of management techniques, all projectrelated work and to achieve well-designed and well-built works that meet the Client s requirements with regard to function, cost and schedule Project management Project management includes the organization and administration of all project-related work, from design to acceptance of the works by the Client. Management services may include, among other things, coordination of the following services: a) Determination of the Client s requirements; b) Assistance with financing; c) Selection of consultants; d) Design and planning; e) Budget and cost control; f) Accounting; g) Programming and scheduling; h) Minutes, record-keeping and documentation management; i) Formulation of administrative procedures; 9 j) Preparation of technical and contractual documents; k) Procurement, contract follow-up and expediting; l) Contractor selection and contract award; m) Construction supervision; n) Quality control of materials and their utilization; o) Commissioning; p) Risk analysis; q) Value analysis; r) Human resources management; s) Communications; t) Quality control; u) Content management Construction management Construction management includes services provided in relation to and during construction work only. Construction management services may include, without being limited to, the following: a) Assistance in the preliminary planning required for the design phase; b) Advice to the Client with regard to schedule, budget, economic selection among various options and choice of materials and their specifications during the design phase; c) Advice to the Client and mobilization of the services and contractors required to carry out the various phases of the work; d) Planning, scheduling, coordination and supervision of the Contractor s activities; e) Technical and related support for administration of the work Remuneration of management services The Consulting Engineer is normally remunerated for management services using the hourly method or in accordance with a lump sum negotiated on the basis of the tasks to be performed. This lump sum is based on the fees provided for in this schedule. 10 3. FEES 3.1 Methods of Remuneration The method of calculating engineering fees and expenses generally depends on the nature of the services. There are three methods of remuneration: Remuneration Method A : Hourly Basis Remuneration Method B : Percentage Basis Remuneration Method C : Lump Sum Basis The following table indicates which of the remuneration methods applies to the services defined in Article 2. Ref. Division Hourly A Method of Remuneration Percent- Lump Sum C Advisory Services yes no yes Preparatory Studies yes no yes Preliminary Plans and Spec
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