QUICK ANSWER
Why does engineering discipline matter?
Engineering practices can differ materially according to discipline, whether they design or specify systems, inspect or certify work, manage projects, advise on safety-critical matters, work on existing assets or new construction, and the contractual responsibility accepted. The proposal should describe those activities rather than relying on the word “engineer”.
ACTIVITIES
Define the technical services and responsibilities
Activities can include civil, structural, mechanical, electrical, process or other engineering design; calculations; specifications; inspections; feasibility studies; project management; testing; commissioning; asset assessment; technical reports and specialist consultancy. The important distinction is what the engineer is responsible for and what other parties may rely upon.
PROPOSAL INFORMATION
Information that helps explain the engineering exposure
- Engineering disciplines and percentage of income from each.
- Design, specification, inspection, certification and project-management responsibilities.
- Annual fee income and projected fee income.
- Typical and largest project or contract values.
- Project sectors, client profile and largest appointments.
- Territories and jurisdictions.
- Use of subcontracted designers, specialists or laboratories.
- Previous claims, circumstances, failures or disputes.
CONTROLS
Technical checking and change control should be visible
Useful evidence can include written scopes, contract review, calculation and design checking, independent or senior technical review, document control, version control, change management, competency records, project sign-off, subcontractor due diligence, incident review and a clear process for escalating potential professional claims.
RELATED GUIDANCE
Connect the engineering practice to the wider proposal
Return to Business Occupations & Risk Profiles, or use the Commercial Insurance Proposal Guide for the wider preparation framework.