TRAINING.

Overview

After participating in this course, you will be able to:

• Determine the most appropriate project delivery system: Design-Build, EPC, P3 or CM
• Allocate project risk and compile contract documents that clearly define the risks
• Use appropriate procurement documents and processes to run the project
• Manage the process to efficiently meet the Owner’s objectives
• Monitor project execution through its different phases

Description:
Contracting today demands a highly-skilled and professional approach, and adopting the right contracting strategy to fit the circumstances has a vital role in ensuring project success. Deciding who is best suited to conduct the various parts of the work, and negotiating appropriate contract terms and conditions are very important elements of that strategy. Several delivery models have evolved to provide quality projects quickly and economically: design-build, EPC, P3 and various kinds of construction management. We will consider their respective pros and cons to determine the most appropriate one to use, and focus on the key issues of early planning, contract preparation, tendering and awarding. Actual case examples are discussed, contract performance is explained, how to resolve construction disputes and prepare for bidding. Forming the contract, parties’ obligations, and final payment are also discussed. This course is designed to assist construction professionals in their day-to-day activities.

Course Outline:

• Project Delivery Systems
• Implementing the Chosen Strategy
• Compiling the Appropriate Project Documents
• Procurement
• Executing the Project
• Dispute Management with Different Parties

Who Should Attend:
Project Managers • Engineers • Contract Managers • Designers • Architects • Contractors • Construction Management Personnel • Procurement Specialists • Subcontractors • Project Technicians and Technologists • Developers • Business Owners • Consultants • Government Employees • Public-Sector Employees

Syllabus

Daily Schedule:
8:00 Registration and Coffee (Day 1 only)
8:30 Session begins
12:00 Lunch (provided)
4:30 Adjournment

There will be a one-hour lunch break each day in addition to a refreshment and networking break during each morning and afternoon session.

Day 1

Welcome, Introductions, Workshop Preview, Learning Outcomes and Assessment Method

Overview of Project Delivery Methods

• The traditional strategies:   Lump-Sum / Cost-Plus / Turnkey Projects
• New alternative strategies:
• Construction Management
• Design-Build
• Engineering, Procurement & Construction (EPC)
• Public – Private Partnerships (P3)

Determining the Most Appropriate Project Delivery System

• Project Life Cycle
• Reviewing the Fundamentals of Project Risk Management
• Risk Identification and Classification
• Contractual Risk Allocation
• Reducing Risk When Selecting Construction Projects
• Contractual Risk Management
• Case Study

Parties’ Obligations

• Types of Relationship
• General and Particular Conditions
• Obligations of the Contractor, Designer, Employer and Contract Manager
• Role of the Engineer in Construction Contracts
• Change Clauses
• Time is of the Essence
• Case Study

Frameworks for Managing Risk during Construction and Preparing Construction Documents

• Project Manual Concept
• Forms of Agreement
• Conditions of Contract
• Methods of Specification
• Specification Writing
• Substitutions and Submittals

General Aspects of Tendering, Bidding and Awarding

• Advertisements for Bids
• Pre-Qualification
• Value Engineering
• Constructability Review
• The Decision to Bid
• Addendum
• The Award
• Standard Forms
• Stipulated Price Contracts
• Unit Price Contracts
• Cost-Plus-A-Fee Contracts
• Design-Build Contracts
• EPC Contracts
• P3 Contracts
• Construction Management Contracts
• Selecting an Appropriate Form of Procurement to Minimize Disputes
• Designing a Dispute Resolution System
• Bonding and Insurance Requirements

DAY 2

Building the Project Documentation and Control Systems

• Contract Administration in the Field
• Roles of the Parties
• Pre-Construction Activities
• Keeping Good Records
• The Documentation Process

Organizing Field Administrator’s Record System and Project Control

• Designing the Record Forms
• Standard Pre-printed Forms
• What is available
• Sources
• Application of Forms for Specific Uses
• On-Site Coordination Meetings and Communication
• Monitoring Progress and Schedules
• Payment Certificates and Cost Control
• Case Study

Dispute and Claim Causes and Their Impact

• Evaluating Claims – Practice Issues
• Assessing Claims – Dispute Resolution Options
• Negotiation, Mediation, Arbitration, Litigation

Substantial Completion and Project Hand-Over

• Commissioning and Handing Over
• Substantial Completion
• Preparing the Punch List
• Starting of Systems
• Conclusion

Questions and Answers, and Feedback on Achievement of Learning Outcomes

Closing Remarks and Final Adjournment

Instructor

Sami Fereig, P.Eng., Ph.D., M.A.Sc., LL.M., F.ASCE, F.PMI-COS

Prof. Sami M. Fereig, P.Eng., Ph.D., M.A.Sc., LL.M., F.ASCE, F.PMI-COS, PMP has over 47 years of experience in civil engineering, construction contract management, and dispute and claim resolution. He is actively involved in delivering workshops for the public sector and private sector across Canada.

Venue

To be announced

Although the venue is not officially confirmed, EPIC courses are generally held at the following location(s):

Radisson Hotel Vancouver Airport, Pacific Reach Hotel OP (Richmond LP)
8181 Cambie Road
Richmond Vancouver BC  V6X 3X9

Please confirm with EPIC that the venue has been officially confirmed before making any reservations or travel arrangements.