TRAINING.

Overview

After participating in the seminar, you will be able to:

• select and use new methods of project delivery with the knowledge of their impact on the responsibilities of contract administrators
• upgrade your bidding and contract award procedures, the activities at the start of the construction process
• make more efficient your construction start-up procedures since they set the tone for the quality of subsequent work
• prevent construction claims by maintaining your project history and personal project diaries
• manage your construction project contract closeout with a better understanding of your role in it

Description
As one who participates in the management of the construction of buildings, you may have a good understanding of your day-to-day role. However, to advance your career, you need to become more familiar with the responsibilities of the other people involved in the construction process and how these responsibilities relate to your own.

In this course, you will have the opportunity to learn about the roles of others from the perspective of the owner, consultant and contractor and to develop your field observation knowledge and skills.

Course Outline:

• Agreements
• Relationships
• Authorities
• Bidding And Contract Award
• Progress And Quality Of The Work, And Related Payments
• Clarifications
• Changes To The Contract
• The Basics Of Field Review
• Field Review Guidelines /Checklists For Construction In Progress
• Field Reviews For Contract Closeout
• Contract Closeout
• Finalizing the Contract
• Post Construction Period
• Dealing With Disputes and Claims

Who Should Attend
Project Managers • Architects • Consulting Engineers • Specification Writers • Architectural and Engineering Technologists • Building Inspectors and Safety Officials • Contractors and Subcontractors • Construction Managers and Site Representatives Acting For Owners, Inspection and Testing Technicians, Lawyers, Arbitrators, Mediators, • Interior Designers • Other Individuals Involved In Disputes and Claims Resulting From the Construction Phases of Building Projects

Please note: You can check other time zones here.

Syllabus

Day I

Background

• Introduction
• Legal alert
• Definitions
• Construction industry components
• Project stages
• Project delivery methods

Agreements

• Client/consultant
• Owner/contractor
• Common characteristics
• Keywords and clauses

Relationships

• Owners - how they function
• Consultants - how they function
• Contractors - how they function
• Attitudes and strategies of each
• Other parties in the process
• Forms of communication
• Pre-construction meeting
• Partnering

Authorities

• Building departments
• Construction Health and Safety Acts
• The Constructor/WHMIS
• Lien Acts

Bidding And Contract Award

• Bid documents
• Letter of acceptance/contract award
• Contract price and contract time
• Contract documents

Progress And Quality Of The Work, And Related Payments

• Project start-up
• Bonds and Insurance
• Construction and submittal schedules
• Shop drawings, samples and mockups
• Schedules of values/cash flow projections
• Payments for materials/equipment stored off-site
• Progress billings/certificates of payments

Clarifications

• Shop drawings, samples and mockups
• Requests for information
• Quality control
• Project meetings
• Supplemental instructions

Changes To The Contract

• Categories of changes
• Concealed or unknown conditions
• Substitutions
• Contemplated change orders
• Change directives
• Cash allowances/contingencies
• Logs
• Disputes/claims

Day II

The Basics Of Field Review

• Qualifications and philosophies
• Tools and supplies
• Computers and photography
• Repetitive problems
• Reporting

Field Review Guidelines For Construction In Progress

• Guidelines; applicable to all trades
• Techniques; Applicable to all trades
• At intervals or full time
• Inspection and testing services

Field Review Checklists For Construction In Progress

• A format and how to use it
• Basic checklists
• Trade by trade checklists

Field Reviews For Contract Closeout

• Deficiency list preparation
• Exterior Systems
• Interior - before walls closed in/above ceilings
• Room by room/system by system

Contract Closeout

• Pre-occupancy meeting
• Post occupancy meeting
• Phased takeovers
• Authorities/occupancy permits
• Commissioning equipment start-up/instruction
• Final inspections

Finalizing The Contract

• Substantial performance
• Closeout documentation
• Final accounting/negotiating
• Establishing the final contract sum
• Total completion

Post Construction Period

• Inspections during warranty periods
• Administering guarantees, warranties, bonds and maintenance contracts
• Project history - how to box up your documents - just in case

Dealing With Disputes And Claims

• Common causes/avoiding
• Legal primer
• Attitudes/strategies of owners
• Attitudes/strategies of consultants
• Attitudes/strategies of contractors
• Negotiation primer
• Dispute resolution methodologies and examples

Instructor

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, a member of the council for the OAA from 2003 to 2005, and a member of the ULC Thermal Insulation Committee. During his tenure on the 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 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.