1. Pre-Contract Phase

• Cost Estimation & Budgeting:

  • Prepare bills of quantities (BoQs) for mechanical components (e.g., pumps, valves, compressors).

  • Conduct feasibility studies for industrial systems (e.g., steam networks, refrigeration plants).

• Tender Management:

  • Evaluate subcontractor bids for specialized mechanical work (e.g., welding, pressure vessel installation).

  • Advise on procurement strategies for long-lead items (e.g., turbines, heat exchangers).

2. Post-Contract Phase

• Contract Administration:

  • Administer NEC3/NEC4 or JCT contracts, managing variations, claims, and interim valuations.

  • Negotiate with suppliers of mechanical equipment (e.g., bespoke machinery, automation systems).

• Cost Control:

  • Track costs for mechanical installations (e.g., ductwork, piping, conveyor systems).

  • Monitor labour and material expenditures against budgets.

• Risk Management:

  • Assess financial impacts of design changes (e.g., pipe routing adjustments, equipment substitutions).

  • Mitigate risks linked to delays (e.g., supply chain disruptions for imported machinery).

3. Project Delivery

• Valuation & Reporting:

  • Certify progress payments for mechanical subcontractors (e.g., welding crews, fitters).

  • Prepare cost reports for stakeholders, highlighting deviations from budgets.

• Final Account Settlement:

  • Resolve disputes over snagging, testing, or performance guarantees (e.g., pump efficiency tests).

  • Finalize lifecycle cost analyses for mechanical systems (e.g., maintenance schedules).

4. Compliance & Safety

• Ensure adherence to CDM 2015 regulations for mechanical installations.

• Budget for safety measures (e.g., confined space protocols, LOLER-compliant lifting plans).