These are fundamental documents that define the project, assess feasibility, and establish the initial framework.

1. Proposals / Statements of Work (SOW):

   • Multi-disciplinary: Overall project scope, objectives, methodology, team roles (e.g., civil lead, structural lead, electrical engineer), proposed deliverables, timeline, and fee structure for all disciplines involved.

2. Feasibility Studies & Options Analysis Reports:

   • Multi-disciplinary: Evaluate technical, economic, environmental, and regulatory viability.

   • Civil: Site selection, grading feasibility, stormwater management options.

   • Structural: Assessment of existing building capacity for proposed additions/changes.

   • Electrical: Power availability and demand analysis, preliminary substation siting.

   • Mechanical: HVAC system options, energy efficiency studies, utility connection assessments.

3. Site Investigation Reports:

   • Civil/Structural: Geotechnical reports (soil bearing capacity, groundwater), topographical surveys, utility locates (underground and overhead).

   • Environmental: Phase I/II Environmental Site Assessments (ESAs).

4. Conceptual Design Reports / Preliminary Design Reports:

   • Multi-disciplinary: High-level design concepts, preliminary layouts, major equipment lists, rough cost estimates, and initial schedules.

   • Civil: Preliminary site layout, access roads, general drainage plan.

   • Structural: Conceptual structural system (e.g., steel frame, concrete slab), typical foundation concepts.

   • Electrical: Preliminary single-line diagram, main electrical room location.

   • Mechanical: Conceptual HVAC zones, major equipment (chiller, boiler) sizing and locations.

5. Basis of Design (BOD) Report:

   • Multi-disciplinary: Formalize design criteria, assumptions, applicable codes (e.g., Ontario Building Code, Ontario Electrical Safety Code), standards, and design philosophies.

6. Project Management Plan:

   • Multi-disciplinary: Define project organization, communication protocols, risk management, quality control, and detailed schedules for all discipline-specific tasks.

These are the core engineering outputs that enable construction or implementation, legally required to be stamped and sealed by the respective Professional Engineers.

1. Detailed Design Drawings (Stamped & Sealed):

   • Civil: Site Plans (demolition, grading, drainage, erosion & sediment control), detailed utility layouts (water, sanitary, storm sewer), road profiles, parking layouts, landscaping plans.

   • Structural: Foundation plans, framing plans (floor, roof), sections, elevations, connection details, reinforcement details (for concrete), steel connection designs.

   • Electrical:

     • Power: Single Line Diagrams (SLDs), Power Distribution Layouts, Lighting Layouts, Grounding Plans, Panel Schedules, Riser Diagrams, Hazardous Area Classification Drawings.

     • Control/Instrumentation (if applicable): Control Panel Layouts, Loop Diagrams, Logic Diagrams, PLC I/O Schedules.

     • Communications: Data/telecom room layouts, fire alarm system layouts, security system layouts.

   • Mechanical: HVAC (heating, ventilation, air conditioning) ductwork layouts, piping layouts (plumbing, process, fire protection), equipment schedules, mechanical room layouts, energy recovery systems.

2. Technical Specifications:

   • Multi-disciplinary: Detailed written requirements for materials, equipment, fabrication, installation, testing, and quality assurance for each discipline, often referencing industry standards and codes.

3. Engineering Reports & Calculations:

   • Civil: Hydraulic calculations (drainage, water main sizing), stormwater management reports, cut/fill volume calculations.

   • Structural: Detailed structural analysis reports, load calculations, seismic analysis, foundation design calculations.

   • Electrical: Short circuit analysis, arc flash studies, coordination studies, load flow analysis, voltage drop calculations, conductor and overcurrent protection sizing.

   • Mechanical: HVAC load calculations, pipe sizing, pump selection calculations, energy modeling.

4. Tender / Bid Documents:

   • Multi-disciplinary: Comprehensive package including all finalized design drawings, technical specifications, general and supplementary conditions of contract, bill of quantities (BOQ), and instructions to bidders, allowing contractors to accurately price the work.

5. Updated Cost Estimates & Schedules:

   • Refined estimates and schedules based on the detailed design, providing a more accurate budget and timeline for the project.

These deliverables support the successful execution of the project during the construction phase.

1. Responses to Requests for Information (RFIs):

   • Multi-disciplinary: Formal written answers to questions from contractors regarding design intent, clarifications, or discrepancies observed in the field.

2. Change Orders / Field Instructions:

   • Multi-disciplinary: Documented directives for changes to the original design or scope, often with cost and schedule implications.

3. Site Review / Field Observation Reports:

   • Multi-disciplinary: Regular reports documenting observations made during site visits to verify construction progress, adherence to stamped drawings, and compliance with codes. May include photos and deficiency lists.

4. Shop Drawing / Submittal Reviews & Approvals:

   • Multi-disciplinary: Review of fabrication drawings, product data, and equipment specifications to ensure they meet design requirements.

5. Progress Meeting Minutes:

   • Multi-disciplinary: Formal records of discussions, decisions, action items, and responsibilities from project meetings with clients, contractors, and other stakeholders.

6. Permits.

7. Progress Payment Certificates / Recommendations:

   • Multi-disciplinary: Certifying the percentage of work completed and materials on site for interim payments to contractors.

These ensure a complete record and smooth handover for operation, maintenance, and future modifications.

1. As-Built Drawings:

   • Multi-disciplinary: Revised sets of the final design drawings that accurately reflect the actual constructed conditions, including all field changes and modifications. These are critical for future maintenance and expansions.

2. Operation & Maintenance (O&M) Manuals:

   • Multi-disciplinary: Comprehensive guides for the long-term operation, maintenance, and troubleshooting of all installed systems and equipment (electrical, mechanical, process equipment, civil infrastructure assets).

3. Record Documents / Project Closeout Report:

   • Multi-disciplinary: A final comprehensive report summarizing the project, including key decisions, a final cost reconciliation, and archival of all project documentation.

4. Certificates of Substantial Performance / Completion:

   • Multi-disciplinary: Formal documentation confirming that the project, or specific portions, are substantially complete and ready for occupancy or use.

5. Warranty Documentation:

   • Multi-disciplinary: Collection of all manufacturer warranties for equipment and contractor warranties for workmanship.

6. Commissioning Reports (Mechanical & Electrical):

   • Documentation verifying that mechanical and electrical systems perform as per design specifications (e.g., HVAC air balance reports, electrical system testing results).