CHECKLIST FOR ENGINEERS

Information to be provided to steelwork contractor

The following is a checklist of the information to be provided to steelwork contractors by employers or design engineers, under various responsibility strategies.
The responsibility strategies are defined as follows:
A. Employer provides fabrication drawings
B. Steelwork contractor provides fabrication drawings
C. Design and construct

No. Description of information Responsibility strategy

A B C
1. GENERAL
1.1 General purpose of facility Yes Yes Yes
1.2 Employer preferences of all kinds, including aesthetics Yes Yes Yes
1.3 Mandatory requirements, including codes and specifications, loadings and materials to be used Yes Yes
1.4 How compliance with performance requirements will be evaluated (eg what to submit for approval) Yes Yes
1.5 Brief description of the structure Yes Yes
1.6 Interfaces with existing structures, plant, etc. Yes Yes
2. DESIGN AND RELATED
2.1 A statement describing the design concept, e.g. plastic design, braced frame, simple or continuous construction Yes
2.2 Design drawings showing all dimensions relevant to the steelwork Yes Yes
2.3 Details of any environmental conditions which may affect the detail design Yes
2.4 Constraints, including size and shape limitations for members Yes
2.5 Performance requirements, including deflections, vibration and durability Yes Yes
2.6 The design code of practice to be used for connection design, i.e. the relevant part of SABS 0162 Yes
2.7 Grade of material to be used Yes Yes
2.8 Any part of the steelwork where the manufacturing process must be restricted e.g. plastic hinge positions Yes
2.9 Details of any dynamic or vibrating forces acting on members, and where fatigue needs to be considered Yes Yes
2.10 The forces and moments and their combinations required to be transmitted by each connection Yes
2.11 For limit states design, whether the loads given are factored or unfactored Yes
2.12 Any specific positions where stiffeners need to be provided Yes Yes
2.13 Holding down bolt/interface drawings showing the details of the holding down bolts that will be provided Yes Yes Yes
2.14 Indication of the beams that are restrained against lateral torsion buckling where additional restraints to the
compression flange must be provided in the presence of a notch Yes
2.15 The details of all the connections designed by the engineer Yes Yes
2.16 Any specific prescriptions that need to be followed as required by structural, aesthetic or other considerations Yes Yes
2.17 Fabrication drawings, which may include attachments to facilitate erection Yes
2.18 Erection mark drawings Yes
2.19 Thickness of grout to be used under base plates Yes Yes
2.20 Requirements for particular types of fabrication details or connections to be used Yes Yes
2.21 Details of cutouts, holes or fittings for use by others Yes Yes Yes
2.22 Camber and presets to be provided Yes Yes
2.23 Procedures to be followed when the design is changed by either the employer or the steelwork contractor Yes Yes Yes
2.24 Procedure for approval of the design by the employer Yes Yes Yes
3. SITE – RELATED
3.1 Location of the site Yes Yes Yes
3.2 Accessibility of the site, constraints on transportation, or special transportation arrangements Yes Yes Yes
3.3 A site plan showing the position of the datum level and the setting-out lines Yes Yes Yes

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 No. Description of information Responsibility strategy
A B C
3.4 Width and level of the prepared working areas and access routes for site traffic, hard standings for cranes, and areas
available for storage, together with ground capacity limits for heavy loads, or details and capacity of suspended slabs from
which erection has to occur Yes Yes Yes
3.5 Availability of site services and any prearranged procedures for cooperation with other contractors Yes Yes Yes
3.6 Any limitation on dimensions or weights of components to be delivered to the site Yes Yes Yes
3.7 Details of any known underground services, overhead cables or site obstructions Yes Yes Yes
3.8 Constraints on working on the site or over site boundaries Yes Yes Yes
3.9 Whether any arrangements have to be made with neighbours or whether neighbouring properties need to be surveyed
(commonly not within the scope of the steelwork contractor) Yes Yes Yes
3.10 Whether any approvals need to be obtained or any arrangements made with any authority
(commonly not within the scope of the steelwork contractor) Yes Yes Yes
4. FABRICATION – RELATED
4.1 Areas on steelwork where hard stamping or other forms of notching or indentation may not occur Yes Yes
4.2 Parts of steelwork where holes may not be punched Yes Yes
4.3 Special welding procedures which have to be approved prior to the work commencing Yes Yes
4.4 Special requirements regarding fabrication or erection attachments Yes Yes
4.5 Any production test plates that are required Yes Yes Yes
4.6 Scope of weld inspection required Yes Yes Yes
4.7 Areas where scope of weld inspections has to be higher than the norm Yes Yes Yes
4.8 Inspections or tests to be carried out or witnessed by the employer or an inspection authority Yes Yes Yes
4.9 Period of advance notice required for these inspections or tests Yes Yes Yes
5. ERECTION – RELATED
5.1 Any design features which would affect the construction sequence, or which may create an unusual hazard during construction Yes Yes Yes
5.2 An outline of any specific method of erection envisaged by the engineer, giving the sequence for erecting the structure and
taking into account any phasing of the works Yes Yes
5.3 A description of any temporary works and any special requirements for temporary bracing required, the stage when it is
no longer necessary, or whether it is to be left in position after completion of the steelwork Yes Yes
5.4 The responsibilities at the interface between the steelwork and other trades Yes Yes Yes
5.5 Scope of inspection of site welding required Yes Yes Yes
5.6 Special site welding procedures which have to be approved prior to the work commencing Yes Yes Yes
5.7 Inspections or tests to be carried out or witnessed by the employer or an inspection authority Yes Yes Yes
5.8 Period of advance notice required for these inspections or tests Yes Yes Yes
6. PROTECTIVE TREATMENT
6.1 Areas of steelwork to receive specific protective surface treatment including painting, galvanizing, sprayed metal coatings
or fire protection Yes Yes Yes
6.2 Specifications for painting Yes Yes Yes
6.3 Special requirements for galvanizing Yes Yes Yes
6.4 Thickness and composition of sprayed metal coatings Yes Yes Yes
6.5 Responsibility for touch-up of damaged areas and cleaning of surface treatment on site, and the specification for this work Yes Yes Yes
6.6 Specifications for fire protective coating Yes Yes Yes
7. PROGRAMME
7.1 The date(s) of issue of the design drawings or data for construction and other information necessary for the progress of
the works Yes Yes Yes
7.2 The period to be provided in the steelwork contractor’s programme for acceptance of submitted information Yes Yes Yes
7.3 The date(s) by which the site is expected to be ready with foundations prepared, free from obstruction, and accessible;
with working surfaces, access roads and storage areas prepared and services available Yes Yes Yes
7.4 The proposed starting and completion dates for erection of steelwork and the dates when other contractors’ activities are
expected to interface with the steelwork erection programme Yes Yes Yes

106 Source Book 2008