Fédération Internationale des Ingénieurs-Conseils Vink.pdf · FIDIC DoS Guidelines – Building Construction Phases . ... - Project Procurement (replaced Tendering Procedure) -

World Trade Center 2 Box 311 CH-1215 Geneva Switzerland Tel: +41 22 799 49 00 Fax: +41 22 799 49 01 [email protected] www.fidic.org

International Federation of Consulting Engineers

Fédération Internationale des Ingénieurs-Conseils

Enrico Vink Managing Director, FIDIC

«Partnering for Growth»

FIDIC Presentation 15 November 2011

East London

International Federation of Consulting Engineers

Presentation Outline

• FIDIC – an overview

• FIDIC partners

• The FIDIC contracts

• Other FIDIC documents and services

• Partnering the Future

Fédération Internationale des Ingénieurs Conseils – World Trade Center 2 – CH-1215 Genève 15 – www.fidic.org

International Federation of Consulting Engineers

Founded in 1913 Headquarters in Geneva

To promote the business interests of suppliers of

technology-based intellectual services for the

built and natural environment

Fédération Internationale des Ingénieurs Conseils – World Trade Center 2 – CH-1215 Genève 15 – www.fidic.org

To be the recognised global voice for the

consulting engineering industry

Organisation

General Assembly 2 - 6 delegates per Member Association

Executive Committee 9 elected members, including President, Vice-President, Treasurer

Secretariat 8 staff, including Managing Director

Business Practice Membership Capacity Building Quality Management Contracts Risk and Liability Integrity Sustainable Development Young Professionals Directors & Secretaries Subscriptions Climate Change

Committees Forums Task Forces

FIDIC Strategic Objectives

Be the authority on issues relating to business practice Promote the development of a global and viable consulting engineering industry

Represent globally the consulting engineering industry Enhance the image of consulting engineers

Promote quality Actively promote conformance to a code of ethics and to integrity Promote commitment to sustainable development

What FIDIC does

What FIDIC offers the industry

What are FIDIC’s governing principles

FIDIC Activities

Annual Conferences Provide a meeting place for clients, contractors and consultants involved in development

International Agencies Keep the consulting engineering industry’s concerns on the agenda Strategic partnerships

Liaison Maintain communication between members, committees and other organisations

Publications Establish best practice procedures Publish contracts for the infrastructure industry

Training Capacity building for the consulting industry in both developed and developing economies

www.FIDIC.org Distribute updated information and services to members and society

FIDIC Partners - International Agencies

Keep the consulting engineering industry’s concerns on the agenda - Regular meetings as the industry’s voice Annual Meetings with the International Lending Agencies The World Bank WB Asian Development Bank ADB European Bank for Reconstruction and Development EBRD Inter-American Development Bank IADB African Development Bank ADB Islamic Development Bank IDB

Strategic partnerships - Joint activities to develop business practice International Standards Organisation ISO International Labour Organisation ILO World Federation of Engineering Organisations WFEO United Nations Environment Program UNEP Confederation of International Construction Associations CICA Transparency International TI Sustainable Building Alliance SBCI

Procurement and Business Practice - Industry Guides

Quality of Construction Informed Purchaser Consultant Selection Tendering Procedures Conflict of Interest Scope of Services Definitions Reviewing the Work of Others Project Delivery HIV-AIDS Consultants in Design-Build & PFI Provision of OMS Services Project Cost Estimates Quality Management Risk Management Project Sustainability Management Professional Liability Insurance Insurance of Large Projects Dispute Resolution

To be the Authority on Procurement and Business Practice

Procurement and Business Practice - Policies

The role of the consulting engineer in design-build The role of the consulting engineer during the execution of a project Selection, engagement and remuneration of consulting engineers Projects in which consultants have a financial interest other than a normal fee Transfer of technology Consulting engineers and the environment Guarantees, bonds and retentions HIV-AIDS in the construction sector Consulting engineers and the environment The consulting engineer in turnkey projects Professional risk and responsibility Alternative dispute resolution Quality management Quality of Construction Business Integrity

Policy Statements and Resources

Informed purchaser Collateral warranties Contingent legal fees The expert witness Limitation of liability Transfer of technology Conflict of Interest Informed purchaser Business Integrity Site safety Copyright

Procurement and Business Practice - QBS

Issue 1 – Procurement - Quality Based Selection

Quality is paramount in the selection of consultants, and Quality Based Selection is the recommended method for procurement. The fees paid to a consultant are a small fraction of the total project life-cycle cost, and yet the consultant’s work is key to the project success. Guide updated 2011. Best practice principles

Quality is Pre-eminent Harmonisation Informed Purchaser Liability to be limited Transparency Insurance Capacity building Life-cycle costs Integrity Monitoring outcomes Fair competition Design for safety

Construction Procurement Operation & Maintenance

Life-Cycle Cost

Impact on Project Success

Life-Cycle Cost and Impact on Project Success

The procurement phase has the greatest impact on the life-cycle cost of the project, yet it is the least costly component.

Procurement and Business Practice - QBS

FIDIC Definition of Services

Fédération Internationale des Ingénieurs-Conseils – World Trade Center 2 – CH-1215 Genève 15 – www.FIDIC.org

FIDIC Definition of Services Guidelines - Building Construction - Civil (planned)

FIDIC DoS Guidelines - Objectives

Output

Template for: - scoping a consultant’s work - through the different phases of a typical Design – Procurement – Construction (Design-Bid-Build) procurement To define clearly: - best practice - define responsibilities of each party through all project stages - communicate responsibilities to all parties - design services required - appropriate remuneration - benchmarking the services the employer receives - measure quality of design documentation

FIDIC DoS Guidelines - Phases

FIDIC DoS Guidelines – Building Construction Phases

Phases of consultant services: 1 Scoping of Services Phase - Engagement or Appointment Phase 2 Pre-Design Phase - Programming Phase 3 Schematic Design Phase - Concept or Preliminary Phase 4 Developed Design Phase - Design Development Phase 5 Construction Documentation Phase - Detailed Design/Working Drawings Phase 6 Building Permission Application Phase 7 Procurement Phase - Contract Award/Bidding/Negotiation Phase 8 Construction Phase- Project Supervision/Construction Monitoring Phase 9 Post-Construction Phase - Commissioning/Defects Liability/Project Control Phase

FIDIC DoS Guidelines - Appendix 2 (Brief)

Consultant’s Brief Guidelines

Vital document Defines the relationship between the client and the consultant. Based on scope of work, deliverables, programme, and contractual relationship. A well-prepared brief enables the consultant to submit relevant information on a range of attributes: - Skills - Relevant experience - Personnel - Insurance coverage, etc. Allows the client to make a selection based on quality.

Business Practice Guides Risk Management Manual Risk Management Primer Professional Indemnity Insurance Professional Liability Insurance Insurance of Large Projects Managing Risk

Procurement and Business Practice - Risk Management

Procurement and Business Practice - Quality Management

Quality Management System Guide ISO9001:2000 interpretation guide Training kit

Business Practice guides Quality of Construction Quality Based Selection

Procurement and Business Practice - Integrity Management

FIDIC Integrity Management System (FIMS & BIMS) - Guide - Training Kit - User Survey - User Forum

Government Procurement Integrity Management System (GPIMS) - Draft Guidelines Business Practice - Code of Ethics - Policies - Conflict of Interest - Anticorruption Model Representative Agreement

Procurement and Business Practice - Sustainability Management

Environment Management Systems

Industry resource kit Urban resource kit Project Sustainability Management

Guide to PSM & Principles Business practice

Guide Strategy Sector Report

Professional Services Agreements

FIDIC publishes model agreements for professionals services - Client - Consultant - Joint Venture - Sub-Consultant - Representative

Works Contracts - 1999 Rainbow Suite

FIDIC publishes internationally recognised forms of contract for infrastructure works.

More than 40,000 copies supplied each year

FIDIC Contracts

- What is a contract? A relationship, based on trust

- What is a FIDIC contract? Designed BY the industry FOR the industry

Over 50 years of history and experience! 40,000 contracts sold per year, in 120 countries

FIDIC Contracts - Which Contract to Use

STRAIGHTFORWARD PROJECT EMPLOYER

DESIGN

CONTRACTOR DESIGN Plant and/or high unforeseen risks

Fixed price - lump sum Little employer involvement

No major unforeseen risks

no

no

no

DISCUSS IN DETAIL

Employer’s requirements with the Contractor, and

negotiate a modified FIDIC contract

no

yes yes

yes Maintenance

FIDIC Contracts - Advantages

Essential clauses. Detailed definitions. Consistent structure.

Risk allocated to party best placed to control it, bear it, and deal with it.

Drafted by consulting engineers who design and manage projects.

Range covers most needs. Readily adaptable to fit requirements.

Positive FIDIC image. World-wide acceptance Tested for 50 years.

CLEAR, COHERENT

FAIR, EQUITABLE

THIRD PARTY

COMPLETE, FLEXIBLE

RECOGNISED

FIDIC Contracts - MDB Harmonised Construction Contract

Since May 2005 Multilateral Development Banks use the FIDIC MDB Harmonised

Construction Contract

Adopted by bilateral development agencies (eg Australia, France,

Japan, Korea, …) MDB Supplement to Contracts

Guide available

Procurement and Business Practice – New & Pending Documents

Contracts & Agreements - Construction and Plant Sub-Contracts (new updates) - Client – Architect (planned) - Joint Venture (update) - Sub-Consultant (update) - Project Procurement (replaced Tendering Procedure) - 1999 Short, Construction, Plant & EPC/Turnkey updates

Business Practice - Quality Based Selection guide (updated 2011) - Risk Management short guide (2009) - Definitions of Scope guidelines (part 2 planned) - Disaster Management Guidelines (planned) - PSM Guidelines (part 1 updated 2011) -- Selection Guide (being updated)

Procurement and Business Practice - Capacity Development

Business Practice Training Manual

- Training modules with resource kits - Applicable in developed and developing countries International Training Programme

- Events co-organised with Member Associations - Based on Guide to Practice manuals Accredited Trainer Development Programme

- Trainers available locally and international - International standards Training Suppliers

- Recognised Training Centres: China, India, Korea, - Accredited Training Suppliers

Procurement and Business Practice - Training Manual

- The consulting industry - Organising a consulting firm - Administration of the firm’s activities - Business development - Human Resources Management - Financial Management - Client relationships and communications - Project execution - Risk Management - Quality Management - Business Integrity Management - Performance Management

Each module specifies: - Content - Resources - Case studies

Training Modules

International Training Programme

Contracts Manual English, French, German, Spanish, Arabic Courses Workshops Seminars Professional Services Agreements x x Practical Use of FIDIC Contracts x x x Claims and Dispute Resolution x x Dispute Adjudication Boards x x x Contract Management x x x

Business Practice Manual English, French, Spanish Business Development x Business Administration x Risk Management x Quality Management x Business Integrity Management x x x Project Sustainability Management x x x ............

FIDIC President’s List of Approved Dispute Adjudicators - For appointments to Dispute Adjudication Boards (DABs) - DABs mandatory for the MDB Harmonised Construction Contract FIDIC organises: - Assessment Workshop - Recommended Training Courses - Appointments from List FIDIC National Lists of Dispute Adjudicators FIDIC organises: - Guidelines to Member Associations for establishing and maintaining lists. - www.fidic.org links. - Development of accredited national training courses and accredited trainers.

FIDIC Adjudicators

FIDIC Adjudicator Training

- Professional Services Agreements - Practical Use of FIDIC contracts

- Claims and Dispute Resolution

- Dispute Adjudication

- Contract Management

Recommended for National Adjudicator Lists

FIDIC President’s List

Contracts Training Modules

FIDIC Adjudicator Assessment

- Professional Services Agreements - Practical Use of FIDIC contracts

- Claims and Dispute Resolution

- Dispute Adjudication

- Contract Management

National Adjudicator Assessment Workshops

Supplied by Accredited Training Suppliers

Supplied by Accredited AAW Supplier

National List

Adjudicators Assessment Workshop

FIDIC Future

FIDIC Centenary Celebration – Barcelona 2013

Theme:

CONSULTING ENGINEERS - GLOBAL PARTNERS Consulting Engineers deliver vital infrastructure:

. for economic growth,

. to achieve Millenium Development Goals,

. to ensure a Sustainable Future…

BUT, we cannot do this alone……

Partnering is essential………

www.fidic2013.org

FIDIC Contacts

International Federation of Consulting Engineers

President Geoff French, UK Vice President Pablo Bueno, Spain Secretariat World Trade Center 2 Geneva Airport Box 311 CH-1215 Geneva 15 Switzerland Tel: +41 22 799 49 00 Fax: +41 22 799 49 01 [email protected] www.fidic.org Managing Director Enrico Vink Commercial Director Francois Baillon

Thank you!