Structural Engineering Referral Coordination

---
name: structural-engineering-referral-coordination
description: |
  Refer architects, builders and building owners onward and coordinate with other professionals and services.
  TRIGGERS - Use when a structural engineer needs a referral & coordination for architects, builders and building owners in design offices and construction sites.
category: Structural Engineering
license: MIT
version: 1.0
---
# Referral & Coordination — Structural Engineering

Refer architects, builders and building owners onward and coordinate with other professionals and services. The deliverable is a referral pack and a coordination log with responses tracked.
This skill is written for a structural engineer working with architects, builders and building owners in design offices and construction sites.

## When to use
- You are a structural engineer preparing, delivering or reviewing this part of your work in design offices and construction sites.
- You need a defensible, repeatable approach that produces a referral pack and a coordination log with responses tracked.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Deflection | the bending or sagging of a structure under load |
| Foundation | the part of a structure transferring loads to the ground |
| Moment | a rotational force acting on a structure |

## Workflow
1. **Step 1** - Confirm the referral is appropriate: what architects, builders and building owners need that sits outside the structural engineer scope in design offices and construction sites
2. **Step 2** - Prepare the referral from structural calculations — relevant history, current status, the specific question being asked
3. **Step 3** - With consent, send the referral and log who received it and when; chase non-responses on a set schedule
4. **Step 4** - Share incoming findings back into the main record so the plan and calculation check completion stay joined up
5. **Step 5** - Close the loop with architects, builders and building owners: explain what happens next, who owns it, and what to do if things worsen — mindful of calculation errors

## Profession-Specific Components
| Component | Details for Structural Engineering |
|-----------|-------------------------------|
| Core documentation | structural calculations; drawings; site reports; inspection reports |
| Core tools & equipment | structural analysis software; CAD tools; testing equipment; survey tools |
| People involved | architects, builders and building owners; the structural engineer; colleagues and other services in design offices and construction sites |
| Primary record | structural calculations — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in design offices and construction sites] | **Objective:** [What this must achieve] | **Audience:** [architects, builders and building owners and other stakeholders]

The finished output is a referral pack and a coordination log with responses tracked, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in structural calculations.
2. **Short-term:** Complete the workflow steps and record outcomes against calculation check completion.
3. **Medium-term:** Review results, close actions, and update local procedures in design offices and construction sites.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| calculation check completion | Agree a local target and track the trend | Measured from structural calculations and reviewed on a set cycle |
| defects at inspection | Agree a local target and track the trend | Measured from structural calculations and reviewed on a set cycle |
| design query turnaround | Agree a local target and track the trend | Measured from structural calculations and reviewed on a set cycle |
| project delivery | Agree a local target and track the trend | Measured from structural calculations and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: calculation errors.
- Never let this happen: construction deviations unnoticed.
- Never let this happen: building movement.
- Work only within the competence and authority of a structural engineer; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to design offices and construction sites's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A structural engineer in design offices and construction sites applies this workflow for architects, builders and building owners: they open
structural calculations, work through the five steps using structural analysis software, and close by recording
the outcome against calculation check completion and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)