TRAINING.

Overview

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

• Allocate project risk and prepare contract documents that clearly define the risks
• Determine the most appropriate project delivery method
• Use relevant procurement documents and processes for the project
• Establish a system for project documentation and administration
• Manage disputes using amicable dispute resolution methods
• Prepare for project completion and contract close-out
• Understand the digitalization of project delivery methods

Description:
Contracting today demands a highly-skilled and professional approach, and adopting the right contracting strategy to fit the circumstances is vital 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 essential elements of this strategy.

Several project delivery methods have evolved to provide quality projects quickly and economically. We will consider their respective pros and cons to determine the most appropriate one to use and then focus on the key issues of early planning, contract preparation, tendering, bidding and award. Contract documentation and administration will also be explained, as well as how to resolve construction disputes and the digitalizing of project delivery methods. Actual case examples will be discussed. This course is designed to assist construction professionals in selecting and implementing various project delivery methods.

Course Outline

• Project Life Cycle and Risk Management
• Project Delivery Methods
• Compiling the Appropriate Construction Contract Documents
• Procurement
• Documenting and Administering Project Execution
• Designing a Dispute Management System
• Substantial Completion and Contract Close-Out
• Introduction to Digitalization of Project Delivery Methods

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 and Private-Sector Employees

Special Features & Requirements:
Participants are expected to have some technical knowledge of and interest in the subject matter.

Please note: You can check other time zones here.

Syllabus

Day 1

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

Risk Management throughout the Project Life Cycle

• 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

Workshop I

• Case Study: Risk Management and Allocation between the Parties for Effective Project Management
• Discussion of lessons learned

Project Delivery Methods and Their Organization

Design-Bid-Build, Design-Build, Construction Management, Integrated Project Delivery, Public-Private Partnerships (P3s)

• Examining risk elements and how to analyze and manage them for different contracting methods 
• Roles of the parties and their responsibilities
• Basis of payment: Stipulated Price, Unit Price, Cost Plus, Target Cost, Guaranteed Maximum Price
• Public-Private Partnerships (P3s)

Workshop II

• Case Study: Establishing a Responsibility Matrix and Line of Communication for Effective Project Delivery
• Discussion of lessons learned

Day 2

Preparing Construction Documents

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

 Workshop III

• Case Study: Modifying the General Conditions using the Particular Conditions
• Discussion of lessons learned

General Aspects of Tendering, Bidding and Award

• Advertisements for Bids
• Pre-Qualification
• Value Engineering
• Constructability Review
• The Decision to Bid
• Addenda
• The Award
• Bonding and Insurance Requirements

 Workshop IV

• Case Study: Using Different Project Delivery Methods in One Project - Renovation on a Tight Schedule
• Discussion of lessons learned

Preparing for Construction Phase Administration

• Contract Administration in the Field
• Roles of the Parties
• Contractual Roles

Day 3

Project Documentation and Control Systems

• Definition of Records and their Types
• Keeping Good Records
• Hierarchy of Records
• The Record as a Constructive Tool in Dispute Prevention
• The Documentation Process

Workshop V

• Case Study: Designing Forms for Different Administrative Activities
• Discussion of lessons learned

Dispute Management and Resolution

• Strengths and Weaknesses of Alternative Dispute Resolution (ADR) Strategies, such as Negotiation, Mediation, Project Neutral, Adjudication, Arbitration, and Litigation
• Discussion of Available Strategies during Construction and after Completion

Substantial Completion and Project Hand-Over

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

Introduction to Digitalization of Project Delivery Methods

• Project Life Cycle & Risk Management
• Project Delivery Methods and Construction Documents
• Tendering, Bidding & Award
• Construction Administration

Questions and Answers, and Feedback on Achievement of Learning Outcomes

Closing Remarks and Final Adjournment

Instructor

Sami M. Fereig, Ph.D., LL.M., P.Eng., PMP, F.ASCE, F.PMCOS

Prof. Sami M. Fereig, B.Sc. [Hons], M.A.Sc., Ph.D., LL.M. [Construction Law], P.Eng., PMP, F.ASCE, F.PMCOS .

Prof. Fereig has over 50 years of civil engineering experience in construction, contract management and dispute resolution. He received his doctoral degree from the University of Waterloo, and was the lead instructor of the Certificate Program in Conflict and Dispute Management for Project and Contract Managers at Conrad Grebel University College from 2002 to 2016. He was a senior bridge engineer and senior structural engineer for two local consulting engineering firms in Brantford and Hamilton, designing bridges, restoring existing bridges, and designing the connecting roads. He is the founder and president of Fercan Corporation that has provided construction development for a condominium project in Kitchener and training, dispute resolution, and project management for construction. He is actively involved in construction contract administration and project management with several organizations that include public and private engineering and construction companies. He has numerous publications in the areas of structural engineering and construction management.