PS - Supervising and Delegating

v. 13 - October 2010

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POLICY STATEMENT PROFESSIONAL STANDARD – DELEGATING AND SUPERVISING PROFESSIONAL

ENGINEERING WORK PURPOSE AND SCOPE OF STANDARD Delegating Professional Engineering Work The Professional Engineers Act (the Act) prohibits persons, other than those licensed by PEO, from performing those activities covered by the Act. However, article 12(3)(b) states that the Act does not prevent a person “from doing an act that is within the practice of professional engineering where a professional engineer assumes responsibility for the services within the practice of professional engineering to which the act is related”. For the purposes of this standard, a professional engineer who directs an individual who is not licensed to carry out work that falls within the definition of the practice of professional engineering is considered to be delegating the practice of professional engineering. The delegator referred to in this document is the professional engineer allowing an individual who is not licensed to perform an act of professional engineering. The Act also defines “designing, composing, evaluating, advising, reporting, directing or supervising “as acts that are considered within the practice of professional engineering. A professional engineer may choose to delegate any one or more of these activities to an individual who is not licensed, provided the delegator assumes responsibility for the associated professional engineering services. However, there are necessarily limits to this power to delegate and a need to effectively supervise those acting as delegates for professional engineers. For example, PEO has learned of situations where professional engineers delegated by agreeing to take responsibility for engineering work performed by non-licensed persons employed by firms other than the firm employing the delegating engineer with little or no active supervision, oversight or authority to direct the execution of the work. For this and similar reasons, this standard is required to detail the circumstances under which delegation can occur. This standard prescribes the steps to be taken by the delegator when delegating work, how the work should be supervised, and rules establishing the delegator’s responsibility for assessing the ability of the delegate to complete the task in accordance with good engineering practice. Individuals who are not professional engineers, such as clients and corporate managers, assign engineering work to professional engineers. Assigning differs from delegating in that the assignor has no authority to allow a person to perform an act that is within the practice of professional engineering. Hence, the assignor cannot assign professional engineering work to a person who is not licensed to practice professional engineering. Professional Engineers may also choose to assign engineering work to other professional engineers. In this case the assigning engineer does not retain any professional responsibility for the assigned engineering work.


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A delegator may be different from the person identified as an employee’s administrative supervisor in the organizational administrative or management hierarchy. Since the professional engineer who delegates professional engineering work assumes responsibility for that work he or she must have the ability to direct and control the delegate’s performance of that work. If this condition cannot be met then the professional engineering work must not be delegated. This standard prescribes the professional engineer’s responsibilities when he or she assumes responsibility for the work of individuals who are not licensed in the province of Ontario or for practitioners who are not sufficiently experienced or knowledgeable to work independently. This standard defines the legal and ethical issues that regulate the supervision and delegation activities in the context of professional engineering practice. The intent of the standard is to ensure that the quality of engineering work performed by delegates under the direction of a professional engineer is the same as if the engineering work had been performed directly by a professional engineer. This standard is intended to provide the minimum requirements by addressing the following questions:

1. To whom can professional engineering work be delegated? Is it possible to delegate to persons outside the practitioner’s organization?

2. What is the delegator’s role after delegation? 3. Does the delegator have the same responsibility for work delegated to

engineering interns and non-engineers as he or she does for their own work? 4. What are the signing and sealing requirements for professional engineering work

done by non-licensed persons? Supervising Professional Engineering Work The Act and its regulations make several references to supervision by professional engineers. Supervision is included in the list of prescribed activities given in the definition of the practice of professional engineering in Section 1 of the Professional Engineers Act. References to the supervisory role of professional engineers are also made in sections of O. Reg. 941 dealing with the experience requirements for applicants, requirements for a certificate of authorization, and practising with a provisional licence. As supervision of professional engineering work is an activity given in the definition of the practice of professional engineering it is acceptable for a professional engineer to delegate this supervision to a non-licensed person. That is, a non-licensed person can supervise the professional engineering work of both professional engineers and non-licensed persons as long as a professional engineer delegates the supervisory responsibilities and authorities to the supervising person. The delegating professional engineer must assume responsibility for the supervision of the delegate providing the supervision and for the work of the delegate performing the work. The above referenced articles in the profession’s governing statutes stipulate supervisory roles for professional engineers but fail to define conditions and restrictions that provide guidance on best practice for these roles. Consequently, PEO is concerned that practitioners may not carry out these tasks in a manner consistent with PEO’s


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expectations of professional behaviour. Specifically, PEO requires a standard that can clearly answer the following questions:

1. What key attributes must be present in the supervisory role to ensure a quality job is produced by the individual performing the work.

2. What contact does the supervisor need to have with the supervised individual? 3. How many individuals can one person simultaneously supervise? 4. To what degree of verification of the work is the supervisor responsible? 5. What is the role of the designated professional engineers named on the

Certificate of Authorization with respect to responsibility for and supervision of the services of a business providing professional engineering services (see Sections 47.1, 60(b), 68, 69 and 70 of O. Reg. 941/90)? What corporate and/or legal authority should be provided to professional engineers tasked with this responsibility who are not directors or officers of the firms?

6. What are the additional roles and requirements of the supervisor under whom a person obtains the experience needed as qualification for the licence or limited licence (Section 33.(1)4, 45 of O. Reg. 941)? Must the engineering intern be a direct report to the supervisor? Is this supervisor required to be a mentor to the intern? Is the supervisor required to provide training in professional conduct and exhibit exemplary professional behaviour? What degree of organizational support should the practitioner confirm prior to assuming the responsibilities for supervising the intern?

7. What are the additional roles and requirements of the supervisor under whom a person with a provisional licence is allowed to practice (Section 44.1(2).2)?

CONTENT OF THE PROFESSIONAL STANDARD The following is proposed to be incorporated, after legislative drafting, into O. Reg. 260/08 and will become a regulation under the Professional Engineers Act. 1. DEFINITIONS The following terms are used in this standard and their definitions for the purposes of this standard follow: Approve - an acknowledgment that the professional engineer or holder of a limited licence responsible for preparing the engineering document, or for integrating documents prepared by other practitioners, is satisfied that the content of the document or documents meets professional standards and, in recognition of the approval, takes professional responsibility for the content of those documents. Accepted - has been examined by a person, other than the professional engineer who prepared the document, who has acknowledged that the document is suitable for the intended use. Assign – to appoint a practitioner to (a) carry out specific duties and tasks and (b) assume the professional responsibilities for that work.


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Constraints – factors that constitute the limits of flexibility that a person has for decision making. Contractor - a person or business, possessing a Certificate of Authorization, which provides professional engineering services to another person or business under terms specified in a contract. Delegate (noun) – the individual who receives delegated professional engineering work from a professional engineer. Delegation – directing non-licensed individuals, or practitioners who do not have sufficient knowledge and experience to work independently, to undertake certain professional engineering activities or make certain professional engineering decisions on behalf of a professional engineer who retains professional responsibility for the work. Delegator – the professional engineer who delegates professional engineering work, responsibilities and authorities to another individual and who approves their professional engineering work. Direction – instructions given to a subordinate describing a course of action that must be followed. Engineering Intern – an individual who is registered in the PEO's Engineering Intern Training Program. Typically this will be a licence applicant who holds an undergraduate degree from a CEAB accredited program or equivalent and is working toward their experience requirements for licensure. Mentor – a professional engineer who provides guidance and support to, but who does not have organizational authority over, an engineering intern. Organizational authority – ability to decide and implement decisions regarding the distribution of work within an organization, to allocate work to individual employees, and accept the output of that work on behalf of the organization. Practitioner – an individual who is a holder of a license, temporary license, limited license, provisional license or certificate of authorization. Procedures – a series of activities, tasks, steps, calculations, analyses, decisions and other processes, that when undertaken in the sequence laid down produces the anticipated outcome. Professional engineer – a holder of a license or temporary license. Professional responsibility – requirement for a licence holder to act in accordance with the duties and obligations set out in the Professional Engineers Act and its regulations, and to ensure that any persons carrying out professional engineering activities under the licence holder’s supervision also act in accordance with those duties and obligations. Quality Assurance – The policies, procedures, and systematic actions including audits established in an organization for the purpose of providing and maintaining a specified


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degree of confidence in the quality of the professional engineering services provided by the licence holders and those working under their supervision. Quality Control – Review of the completed work to assess compliance with standards applicable for the work. Review – a critical appraisal of the work against the requirements. Standards – Established or widely recognized minimum requirements applicable to the work. Subject Matter Expert (SME) – an individual who is recognized by experienced peers as having valuable knowledge and experience in a particular area, and who has demonstrated ability to deal with a particular task or problem much more effectively than most people in that area. Supervision – directing and controlling professional engineering work performed by others and examining the output of that work at intervals appropriate to the skill level of the supervised persons, the complexity of the work and the impact the work will have on public safety. Supervisor – the person who provides the supervision for the professional engineering work performed by others. The supervisor may or may not also have administrative responsibility for the individual(s) being supervised. Validation – the act of confirming the design, report or other output of a professional engineering activity meets the needs of the intended user. Verification – the act of reviewing to establish and document that a design, report or other output of a professional engineering activity complies with the applicable contractual, regulatory, standard or specification requirements. Work – the professional engineering tasks, activities, actions, calculations, analyses, decisions that lead to a document or verbal opinion or direction. 2. PRE-REQUISITES AND OTHER REQUIREMENTS FOR DELEGATION AND

SUPERVISION Delegation and supervision must only take place within the same organization. When a delegate receives work from more than one delegator each of the delegators must:

1. ensure there are no conflicts of direction or priorities or work overloads that have been created by the various delegators.

2. co-operate and collectively seek solutions to conflicts in direction or work priorities and any work overloads before the quality of the work performed by the delegate suffers.

The delegator may

1. supervise the work directly; or


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2. assign another professional engineer to supervise the non-licensed individual; or 3. delegate a second non-licensed individual to supervise the first non-licensed

delegate who is performing the work. The delegator must ensure that the delegate submits the output of the delegated work to the delegator or a supervisor for approval when completed. The delegator is required to specify the verification and validation procedures required to ensure that the work is completed and that any quality issues have been resolved and to communicate these to the delegate. When a project involves work by more than one delegator, each delegator shall understand which professional engineer holds the integrating responsibility for the project and cooperate with that individual to achieve an acceptable integrated result. The delegator must hold a licence or temporary licence for the period during which they are responsible for the work and must have sufficient knowledge and experience related to the work. Individuals who are not professional engineers may not assume responsibility for the professional engineering work of others. Holders of limited licences and provisional licences are not professional engineers and therefore cannot delegate professional engineering work. The delegator is required to ensure he or she has the organizational authority to exercise the responsibilities required by this standard. The delegator must ensure:

• The client’s and regulatory requirements are clearly understood by the delegate.

• The individual or team of individuals carrying out the work has the collective

engineering competence (knowledge and experience) to complete the work successfully. If necessary this includes reasonable access to subject matter experts and other non-labour resources.

• The level of verification and/or validation required for the work, in order to

ensure conformance to the client’s and regulatory requirements are clearly understood and documented in a suitable form.

Prior to a delegate starting the work, the delegator must ensure the supervisor: (1) Assesses the requirements of the work with respect to the knowledge, experience

and capabilities required of the delegate and identify the tools and other resources required to successfully complete the work.

(2) Assesses the delegate to determine whether there is a gap in knowledge, experience

and capabilities of the delegate compared to the requirements of the work.


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(3) Arranges to make available the required tools and other resources identified in 3 (1) or identify the gaps between the required and available tools and other resources. This includes reasonable access to subject matter experts that must be consulted during the course of the work.

(4) Identifies the means by which the gaps identified in 3 (2) and 3 (3) above will be

mitigated either directly by the delegator or supervisor or by other individuals who have agreed to assist. However, for engineering interns, the delegator or supervisor should ensure that the engineering intern’s skills, knowledge, experience and capabilities are expanded beyond their current level. The delegator or supervisor should not simply offload work that is identified as a gap from the engineering intern to another person. The process should involve letting the engineering intern do unfamiliar work and have that work reviewed in detail between a professional engineer and the engineering intern as a learning opportunity.

(5) Establishes a scope of work, duties, responsibilities and authorities of the delegate

and the limitations with respect to acting alone. (6) Plans for the review of the professional engineering work output of the delegate

(when, how, and by whom). (7) Provides the required direction needed to begin the work. Delegators must ensure supervisors who perform detailed reviews of the engineering calculations of delegates, limit the number of delegates to no more than 3 full time equivalent people. Delegators must ensure supervisors who perform reviews of higher level outputs such as descriptions, requirements, test specifications, test reports, etc., limit the number of delegates to no more than 6 full time equivalent people. These numbers should be reduced if the supervisor is also required to undertake other duties beyond the supervision of delegates. The overall objective is to provide the supervisor with sufficient time and focus to carry out an effective review and ensure public safety is not compromised. Consequently, consideration of the following factors may require a further reduction of the maximum limits above in specific situations: (i) the difficulty of the work (complexity, novelty, etc.), (ii) the level of knowledge and experience of the delegate reporting to the

supervisor, (iii) the level of knowledge and experience of the supervisor, (iv) the public safety impact of an error, or (v) whether or not there are additional layers of quality assurance processes that will

detect an error before it reaches the public.


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3. OBJECTIVES FOR THE DELEGATION AND SUPERVISION OF ENGINEERING INTERNS

The purpose of the engineering intern program is to ensure the development of approved candidates to a qualified professional engineer, who is capable of assuming responsibility for the practice of professional engineering. Consequently the supervision of engineering interns places a greater responsibility on the delegator and supervisor to ensure sufficient opportunities are provided to the engineering intern to develop professionally within the context of the delegated work.

3.1 Nature of Tasks Suitable for Engineering Interns To the extent the delegated work permits, the delegator or supervisor shall ensure the engineering intern’s work program provides exposure to the following:

(i) The paramount duty to protect the public interest. (ii) The application of Professional Engineers Act, Regulations including the

Code of Ethics in a professional work environment. (iii) An understanding of the issues of responsibility, accountability and liability. (iv) The applicable laws and regulations in the jurisdiction for which the

engineering work is being done. (v) Application of principles of engineering. (vi) Development of technical competence in the area of practice. (vii) Exposure to the application of sound judgment in carrying out assigned

responsibilities. (viii) Obligations of membership in a self-regulated profession (ix) Understanding the role of the engineering profession in society.

3.2 Qualifications and Roles of the Delegator, Supervisor and Mentor for Engineering Interns The delegator of the engineering intern shall be a professional engineer in the province of Ontario and shall approve the work of the engineering intern. If a mentor is also assigned to the engineering intern, the mentor shall be a professional engineer in the province of Ontario. The mentor shall guide, counsel, provide inspiration and be a role model for the engineering intern but shall neither delegate work to nor assume professional responsibility for the work done by the engineering intern. Each engineering intern supervisor shall review the work of the interns under their direction and ensure it meets acceptable quality standards. Supervisors who are not professional engineers must be delegated their supervisory responsibilities and authorities by a professional engineer.


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3.3 Responsibilities of the Supervisor of the Engineering Intern The delegator or supervisor shall provide direct supervision to the engineering intern. The engineering intern may have more than one delegator or supervisor if he or she is involved in more than one work project. The roles of the supervisor and mentor shall be clearly explained to the engineering intern by the delegator. Any delegator who delegates responsibility to the engineering intern for independent decision-making must ensure the engineering intern has sufficient knowledge and experience to exercise this discretion and the intern’s supervisor must be informed of this delegated authority. The amount of supervision and direction required will vary depending on the size and complexity of the task, the degree of skill and experience of the engineering intern and the public safety impact of the work. The delegator or supervisor must have sufficient knowledge and experience of the assigned work to exercise effective control of the work with respect to quality and safety. The delegator or supervisor shall be actively involved in the following:

• Establish the required procedures appropriate for the task and confirm that they are clearly understood by the engineering intern.

• Periodically instructing, guiding, inspecting and examining the work as it progresses.

• Monitor the progress with sufficient frequency to be satisfied that the task has been performed to an acceptable quality level in accordance with the applicable codes and standards.

• Ensuring the planned verification and validation activities have been performed and the quality issues have been resolved.

• Inspecting and examining the final product (design, drawings, analysis, etc.), prior to issuance.

The delegator must approve the engineering intern’s work and certify the intern’s logbook entries. 3.4 Responsibilities of the Engineering Intern

• It is the responsibility engineering interns to ensure a professional engineer is approving their engineering work.

• Engineering interns shall submit periodic reports stating their progress to PEO for review and evaluation.

• Engineering interns shall follow the instructions of their delegators or supervisors during the period of their internship and shall not implement any engineering decision without consultation with and approval of the delegators or supervisors.

• Keep a logbook to facilitate assessment by the PEO of the intern’s career development progress.

• The logbook shall identify projects undertaken by the engineering intern, the supervisor, the professional engineer taking responsibility for the work, and the engineering principles implemented in the work.


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• Engineering interns who encounter an unsafe engineering practice or engineering decision shall raise the matter with the relevant delegator or supervisor immediately; if the matter is not resolved to the intern’s satisfaction they shall bring the issue to the attention of PEO for an independent assessment.

4. OBJECTIVES OF SUPERVISION UNDER THE CERTIFICATE OF

AUTHORIZATION The purpose of designating a professional engineer(s) on the Certificate of Authorization to assume responsibility for and supervise the services of a business providing professional engineering services is to ensure that the professional engineering services provided to the public are safe, technically sound and in compliance with applicable codes and standards. Consequently the supervision of services of a business providing professional engineering services places a responsibility, jointly and severally, on the designated professional engineer(s) on the Certificate of Authorization to ensure that to the extent that portions of the professional engineering services provided by the business are assigned to licensed individuals or delegated to non-licensed individuals including engineering interns that the work is supervised in compliance with this standard. 4.1 Qualifications for Supervision under the Certificate of Authorization The professional engineer(s) identified on the Certificate of Authorization to supervise and assume responsibility for the services provided by the organization shall be PEO Member(s) with at least five years experience after conferral of degree as required by Section 47.1 of O. Reg. 941/90 (). In the event that the business providing professional engineering services uses the title “consulting engineers” or a variation approved by Council then one or more of the professional engineer(s) identified on the Certificate of Authorization to supervise and assume responsibility for the services provided by the organization must be a designated consulting engineer. 4.2 Supervision Responsibilities of the Designated Professional Engineer(s) on

the Certificate of Authorization The professional engineer(s) identified on the Certificate of Authorization shall provide supervision of the professional engineering services. The professional engineer(s) identified on the Certificate of Authorization as providing supervision may directly supervise individuals doing the work or may assign responsibility for portions of this supervision to other licensed individuals, or delegate to non-licensed individuals, within the business subject to the organization’s quality assurance policies and procedures as a minimum. The engineer(s) identified on the Certificate of Authorization shall be satisfied with these procedures and, if not, shall implement his or her own additional quality assurance requirements. The amount of supervision and direction exercised by the assigned or delegated supervisor shall be based on the size and complexity of the task, the degree of skill and experience of the individuals performing the work and the public safety impact of the


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work. The assigned or delegated supervisor must have sufficient knowledge and experience of the assigned work to exercise effective control of the work with respect to quality and safety. The professional engineer(s) identified on the Certificate of Authorization shall ensure that the assigned or delegated supervisor is actively involved as a minimum in the following quality assurance requirements: • Establishment of the required procedures appropriate for completing the work. • Periodic guidance, inspection and examination of the work as it progresses. • Monitoring the progress of the work with sufficient frequency to be satisfied that

the work has been performed to an acceptable quality level in accordance with the applicable codes and standards.

• Approval of the final document (design, drawings, analysis, etc.) before issuance. 5. OBJECTIVES OF DELEGATING PROFESSIONAL ENGINEERING WORK TO

OTHERS This standard provides the minimum requirements for professional engineers who assume responsibility for directing or supervising the practice of professional engineering and/or delegating the practice of professional engineering to non-licensed individuals. The Professional Engineers Act permits a professional engineer to delegate activities that are within the practice of professional engineering to a non-licensed individual (delegate) provided that the proper degree of direction, supervision and responsibility over the professional engineering work is exercised by a professional engineer. The delegator must first meet the pre-requisite requirements for delegation and supervision outlined in Section 3 of this standard. The proper degree of direction and supervision will vary depending on the size and complexity of the task; knowledge, experience, and the skill of the delegate; as well as the delegator’s level of knowledge and experience of the assigned work. The delegator must exercise due diligence to ensure the professional engineering work is performed in compliance with the applicable requirements with emphasis on:

• Protection of public health and safety • Achieving an acceptable level of technical quality • Compliance with lawful standards, rules or regulations

If a non-licensed individual is delegated supervisory responsibility and authority, the ultimate responsibility for compliance with the above requirements remains with the delegator. 5.1 Assigning Professional Engineering Work between Professional Engineers

in the Same Organization 5.1.1. When a professional engineer assigns engineering work to another professional engineer in the same organization, the assigned engineer assumes complete responsibility for the professional engineering work he or she is expected to complete. The assigned engineer confirms his or her acceptance of this transfer of responsibility by


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signing, dating and affixing his or her seal for the professional engineering work he or she has performed. Only work compatible with the knowledge and experience of the assigned engineer shall be assigned as in 5.1.1. otherwise the work shall be delegated as defined in 2. 5.2 Delegating and Supervising Professional Engineering Work to Non-

Licensed Individuals in the Same Organization When a professional engineer delegates a non-licensed individual to carry out professional engineering work, the delegator must assume the responsibility for that work the delegate performs and completes. The delegator may choose to supervise the work himself or herself or may assign another professional engineer to supervise the non-licensed individual or may delegate a second non-licensed individual to supervise the first non-licensed delegate who is performing the work. The delegator must ensure the supervisor provides the proper degree of direction and supervision of the delegate that meets the following minimum criteria:

• The direction and supervision must be exercised at a level of care, skill and attention in order for the supervisor to maintain an adequate knowledge and control of the professional engineering work.

• The delegate is to have direct and frequent communication with the supervisor for advice and direction, for the full duration of the professional engineering work the delegate is expected to perform and complete.

• The supervisor should review and verify the work performed by the delegate for assurance of quality and accuracy of the work prior to a deliverable being sent to the client or employer or prior to it being issued to downstream engineering groups for use. If the professional engineering work involves several phases, the delegator should review and verify the work performed by the delegate at each phase.

• The required activities to be performed are clearly understood between the supervisor and the delegate.

The number of delegates the supervisor may simultaneously supervise will depend on the following:

• Level of skill, knowledge and experience of the supervisor and the delegate(s). • The supervisor’s ability to provide effective direction and supervision of each

delegate with sufficient frequency to be satisfied that the task has been performed to an acceptable quality level.

• The supervisor’s ability to establish and maintain an adequate knowledge and control of the task by each delegate.

• Availability of the supervisor to provide direct communication at a frequency that will ensure effective monitoring and transmission of information to the delegate.

The delegator shall:

• Review, verify and approve the completed work of the delegate(s); and • Sign, date and affix his or her seal to the professional engineering work.


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5.3 Requirements on Holders of Limited Licences in the Same Organization Holders of limited licences are not professional engineers and therefore may not assume responsibility for the professional engineering work of others. When the individual is a limited licence holder, the professional engineering work assigned to him/her shall be restricted to the limited services within the practice of professional engineering specified in the limited licence if the limited licence holder is expected to work independently. The delegate shall sign, date and affix his or her seal for the professional engineering work performed. Otherwise, the pre-requisites for delegation and standards for proper direction and supervision of a delegate who is not licensed apply to a limited licence holder delegated with professional engineering work outside of his or her areas of limited services allowed by the limited licence. 5.4 Requirements for Holders of Temporary Licence in the Same Organization When the delegator is a holder of a temporary licence, the professional engineering work to be performed must be completed prior to the expiry of the temporary licence and the pre-requisites for delegation and standards for proper direction and supervision of a delegate applies to the delegator. Also, the collaborating engineer named in the delegator’s temporary licence must be involved in collaborating with the delegate with respect to the delegated work. The temporary licence holder shall sign, date and affix his or her seal for the professional engineering work performed. Also, the collaborating engineer named in the professional engineer’s temporary licence must be involved in collaborating with the engineer with respect to the delegated work and must sign, date and affix his or her seal to the work. Otherwise, for work that extends beyond the expiry date of a temporary licence, or work that extends beyond the knowledge and experience capability of the assigned engineer, the pre-requisites for delegation and standards for proper direction and supervision of a delegate who is not licensed apply. 5.5 Requirements for Holders of Provisional Licences in the Same

Organization Holders of provisional licences are not professional engineers and therefore may not assume responsibility for the professional engineering work of others. Provisional licence holders may be delegated professional engineering work only under the supervision of the professional engineering supervisor named in the provisional licence, and prior to the expiry of the provisional licence. The supervising professional engineer named in the provisional licence is responsible for the work performed by the provisional licence holder. That supervising professional engineer shall ensure that the requirements imposed on the delegator and supervisor in this standard have been met and shall sign, date and affix his or her seal adjacent with the signature, date and seal of the provisional licence holder he or she supervised.


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Otherwise, for work that extends beyond the expiry date of a provisional licence, the pre-requisites for delegation and standards for proper direction and supervision of a delegate who is not licensed apply. 5.6 Professional Engineering Work Contracted to other Organizations Transfer of professional engineering work from one organization to another must be done under a formal contract that outlines the respective roles, responsibilities and authorities of the two organizations and which organization retains overall responsibility for integration of the work of the two organizations. The contractor is required to comply with the provisions of the Act and this standard with respect to the engineering work that the contractor performs including provisions related to the Certificate of Authorization. When the work is contracted to another professional engineering organization, it is the holder of the Certificate of Authorization in the contracting firm and its identified professional engineer(s) who assumes full responsibility for the professional engineering work. When the work is contracted to an organization not required by the Professional Engineers Act to hold a Certificate of Authorization (e.g. supplier, manufacturer, fabricator or similar organization), a professional engineer within or retained by that organization must assume responsibility for the contracted professional engineering services and comply with the requirements of this standard. When external individuals are employed on contract to augment internal staffing and to undertake professional engineering work they are considered internal staff resources within the employing organization for the purposes of this standard and the delegation and supervision requirements in this standard apply.

Documents

PS - Supervising and Delegating