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APPENDIX I - Typical terms of reference for planning and design team

PHASE I. BIOPROGRAMMING

Biologist:

· Identify and prepare written description of programme goals, constraints and concepts including species, production capacity,' production techniques, financial objectives, operation, location etc.

· Identify and summarize biological criteria for each Species to be produced including life history, production technology, requirements (nutritional, environments) under production.

· Identify, evaluate and select potential sites giving goals and biocriteria. Evaluation is to include land ownership, permits, physical and environmental conditions, and any other relevant data. Evaluation should include participation of engineers and architects as necessary.

· Identify any field testing on additional data required to verify validity of site selection.

· Summarize site data and conditions including water quality, water quantity, air temperature ranges, water temperature ranges, climatological conditions, soil conditions, etc.

· Develop production programme, specifying number and size of fish, water, temperature, space, feed, etc., and requirement at regular intervals (i.e. monthly) during annual production cycles. Programme is to indicate number, weight and target dates for stocking and harvesting.

· Identify availability and source of broodstock or fry.. Identify destination for harvested fish.

· Summarize biocriteria, production concepts, production programme and background data in a concise, yet detailed report.

· Assist engineers, architects and economists in facility and operation planning.

· Develop preliminary staffing schedule.

Engineer:

· Identify and develop concepts for all systems and processes including hydraulic, structural, electrical, mechanical, and hvac.

· Identify and supervise field tests as necessary to verify site conditions and validity of design concepts.

· Prepare written description of each concept including operational requirements, size, location, etc.

· Prepare hydraulic schematic for water system, including elevation source, destination, and quantity.

· Develop process flow diagrams illustrating all elements within the water system including pumps, filters, aeration, etc.

· Assist architect and biologist in evaluating and selecting sites.. Develop material and equipment check lists.

· Develop preliminary construction cost estimates (work with architect).

· Develop preliminary construction schedules (work with architect).. Develop preliminary operating budgets (work with biologist).

Architect:

· Identify and develop concepts for buildings and interior spaces.

· Identify architectural character and construction materials.

· Develop site layout illustrating, relationships of all physical components considering function and topography.

· Develop criteria for each building and interior space, including size, function, spatial relationships, etc.

· Develop schematic floor plans for each building.

· Summarize architectural concepts in a written building programme, including descriptions of building space criteria, construction materials, etc.

· Assist engineer and biologist in site selection.

· Develop preliminary construction cost estimates (work with engineer).

· Develop preliminary construction schedules (work with engineer).. Develop material and equipment check lists.

Economist:

· Identify economic criteria, including financial objectives and constraints.

· Evaluate financial viability of sites, and production and design concepts.

· Identify funding sources, and their requirements.

· Assess markets and develop marketing strategy, including evaluation of price and demand elasticities, product form, market locations, etc.

· Prepare preliminary operating budgets and cash flows.. Summarize analysis and recommendations in a brief, thorough report.

PHASE II. DESIGN

Biologist:

· Assist engineer and architect in developing preliminary and final design for all systems and facilities.

· Verify that all designs reflect operating requirements and meet operational, expansion, and flexibility goals.

· Review material selection to verify design does not include materials harmful or lethal to fish.

Engineer:

· Develop standards for design drawings.

· Refine concepts for all engineering systems and processes.. Prepare schedule of drawings.

· Make design calculations and insert all calculations, material and equipment descriptions, etc., in design notebook(s).

· Prepare preliminary and final to-scale drawings for all systems, including at a minimum, site piping plan, major earthworks, electrical diagram, hydraulic schematic, etc.

· Revise construction and operating cost estimates and schedules as necessary.

· Revise material and equipment check lists.

Architect:

· Develop standards for drawings.

· Refine architectural concepts.

· Prepare schedule of drawings.

· Prepare preliminary and final to-scale drawings for all buildings and interior spaces, including site plan, floor plans, and elevations.

· Prepare a design notebook which contains all calculations, with catalogue 'cuts' of selected materials and equipment.

· Revise construction and operating cost estimates, and reschedule as necessary.

· Revise material and equipment check lists.

Cost Engineer:

· Review all drawings, project reports, criteria, etc.

· Prepare list of major systems and components to be reviewed, based upon their operational and financial significance.

· Review design and criteria for each selected component.

· Make alternative design recommendations.

· Discuss findings with project team (biologist, engineer, architect, economist, etc.).

PHASE III. IMPLEMENTATION SERVICES

As these services vary in demand, no specific Terms of Reference are included.


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