TRAINING.

Bidding, Evaluation, Negotiation and Contract Award - For Construction Projects

Calgary, Alberta /
Sep 12 - 13, 2019 /
Course Code: 10-0917-2370

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  • Overview
  • Syllabus
  • Instructor
  • Location

Overview

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

  • Distinguish among the types of bid calls and types of responses
  • Use knowledgeably performance, labour and material payment bonds, and insurance
  • Make productive use of the bidding period while the contractor is putting together a bid
  • Discover new methods of bidding being contemplated by the industry
  • Deal appropriately with the low bid when it exceeds the owner’s available financing

Description:
For a building project, construction is the ultimate reality. Here ideas, drawings and specifications take physical form. The bidding, negotiation and contract award phases of a project are a short but very important part of every project .

The process of bidding is to seek from the construction industry its statement of what it can do, how much time it will take to do it and what price it will charge. They are the most difficult aspect of the building process and result in a higher rate of claims and litigation. Key aspects include dissertations on the preparation of bids, the uses and abuses of unit prices, plus cost saving and rebidding strategies..

Course Outline:

  • Pre-Qualifications of bidders and pre-bid estimates
  • Bid documents
  • Surety and insurance requirements
  • General liability insurance
  • Bidding period
  • Roles of contractors
  • Receipt and evaluation of bids
  • Low bid exceeds approved cost estimate
  • Award of contracts

Who Should Attend:
Owners • Developers • Plant Managers • Architects • Engineers • Interior Designers • Contract Administrators, Specification Writers • Contractors • Subcontractors • Manufacturers • Suppliers • Construction Associations • Construction firms • Lawyers

More Information

Syllabus

Daily Schedule
8:00 Registration and Coffee
8:30 Seminar Begins
12:00 Lunch (provided)
4:30 Adjournment

There is a one-hour lunch break each day in addition to a refreshments and networking break each morning and afternoon. Lunch and refreshments are provided.

Day I: The Basics of Bidding-Getting Ready to Call for Bids

Overview

  • Preliminary legal aspects
  • Definitions
  • Assessing the marketplace
  • Roles of consultants and owners
  • Types of bids and calls
  • Project delivery options
  • Pre purchasing of equipment, materials, and installation contracts

Pre-Qualifications of Bidders

  • Purposes/pros and cons
  • Standard procedures
  • Wordings for invitations to prequalify
  • Overall protocols and rating systems
  • Standard forms and special clauses
  • Evaluation techniques (c/w charts)
  • Checking references
  • Handling challenges

Pre-Bid Estimates

  • Who prepares them?
  • When is the best time?
  • Are they reliable?
  • Related terms of client/consultant agreements

Bid Documents

  • Invitations to bids
  • Instructions to bidders
  • Information available to bidders
  • Bid forms and what they represent
  • Supplementary bid forms
  • Attachments to bid forms
  • Unit prices, alternate prices, separate prices, itemized prices, identified prices-I
  • Nominated subcontractors and manufacturers
  • Contract price/contract time-1
  • Privilege (exculpatory) clauses-1
  • Form of contract/general and supplementary conditions

Surety and Insurance Requirements

  • Differences between bonds and insurance
  • Bid bonds
  • Consents and agreements to bond
  • Performance bonds
  • Labour and material bonds
  • Long term warranty bonds
  • Lien bonds

General Liability Insurance

  • Property, boiler and machinery insurance
  • Aircraft and water craft liability
  • Automobile and liability insurance
  • All risk/project specific
  • Who buys? owner, contractor, other

Day II: The Process of Bidding, Negotiation and Contract Award

Bidding Period

  • Length of period, day and time, industry protocols
  • Pre bid meeting/site tour
  • Inquiries during bid period
  • Substitutions
  • Addenda

Roles of Contractors

  • Bidding strategies
  • Synopsis of how bids are assembled
  • Listing of subcontractors and suppliers
  • Unit prices-II
  • Alternate, separate prices, identified prices, itemized prices-II
  • Relationship between contract price and contract time

Receipt and Evaluation of Bids

  • Protocols for receiving bids
  • Bidding via faxes or emails
  • Types of bid openings: open versus private
  • Types of bids: formal, irregular, qualified, informal
  • Withdrawal of bids, time for acceptance, late bids, mistakes in bids, incomplete bids, rejection of bids
  • Bid security
  • Evaluation/comparative analysis (c/w samples)
  • Review of bonds, insurance and other pertinent documentation
  • Negotiations
  • Disclosure of results

Low Bid Exceeds Approved Cost Estimate

  • Options for the owner
  • How to conduct a cost saving exercise
  • How to conduct the rebidding of a project
  • Problems which can occur when rebidding a project
  • Negotiations-II

Award of Contracts

  • Letter of intent vs. letter of acceptance
  • Preparation and signing of contract
  • Contractor becomes constructor
  • Pre-construction meeting

Key Legal Aspects

  • Liability of design professional during bidding stage
  • Local politics/local sourcing
  • Warranties and waivers
  • Privilege (exculpatory) clauses -II
  • Supreme Court of Canada cases

Questions and Answers and Feedback to Participants on Achievement of Learning Outcomes

Concluding Remarks and Final Adjournment

Instructor

Martin Gerskup, B. Arch, OAA, MAIBC and MRAIC

Martin Gerskup, B. Arch, OAA, MAIBC, and MRAIC

Martin has over 35 years of experience and is the president of BEST Consultants Martin Gerskup Architect Inc. He specializes in the field of investigative architecture and building science with particular emphasis on the resolution of problems affecting the building envelope. Martin is a member of the Ontario Association of Architects (OAA) and has served in various capacities on the Ontario Building Envelope Council (OBEC) Board of Directors from 1991 to 1997. He was president of OBEC from 1993 to 1994 and a member of council for the OAA from 2003 to 2005, and was a member of the ULC Thermal Insulation Committee. During his tenure on council at the OAA, Mr. Gerskup was Chair of the Discipline Committee while also serving on the following committees: Practice Committee, Registration Committee, Public Interest Review Committee, Communications Committee, and the University Liaison Task Group. In addition to authoring and presenting many technical papers on the subject of building science, Mr. Gerskup has taught as an assistant adjunct professor and tutor at the University of Toronto Faculty of Architecture, Landscape and Design from 1999 to 2001, and at the Faculty of Engineering and Applied Science at Ryerson University in 2002.

Venue

To be announced

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

Hilton Garden Inn Calgary Airport
2335 Pegasus Rd NE
Calgary AB  T2E 8C3

Radisson Hotel & Conference Centre Calgary Airport
6620 36th ST NE
Calgary AB  T3J 4C8

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

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4.3 out of 5

Overall rating of this course by its previous attendees!

Fee & Credits
Early Registration Fee:

$1495 + taxes

Fee after August 2, 2019:

$1695 + taxes

  • 1.4 Continuing Education Units (CEUs)
  • 14 Professional Development Hours (PDHs)
  • EPIC courses qualify for ECAA Annual Professional Development Points
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