N628 Contract Management for Design & Construction Projects

Event Facts

Date:
8 - 9 Oct. 2019
Event Code:
T628a19CA
Duration:
2 days
Instructors
Morley Selver
Location:
Calgary
Booking Status:
Good Availability
Fee:
CAD $1,695 (Exclusive of tax)
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Course Facts

Course Code:
N628
Duration:
2 days
Type:
Classroom
CEU:
1.6 Continuing Education Units
PDH:
16 Professional Development Hours
Certificate:
Certificate Issued Upon Completion

Summary

In private industry and in the public realm, whether via Design-Bid-Build (DBB), Engineer, Procure, Construct (EPC), or Engineer, Procure, Construction Management (EPCM), any time you are doing construction,  there is a contract involved. This two day workshop is about the construction site contract administration process and how the activities  affect the contract administration team. 

The lead person on a site construction contract is the Contract Field Engineer. On a daily basis they  have to make decisions to act or not to act. These decisions could materially affect the Contractor, the Owner, and others.  If the design, schedule, and contract documents are not prepared with the site  and contract administration in mind there are going to be problems on site and claims. The size and number of site problems encountered depend largely on what has transpired in the design office.  The contract documents should be structured to provide the right of sufficient control to assure timely, economical, and successful completion of the contracts.

It’s not one task that is important to the management of contracts, but many tasks. All of them are equally important to the success of the project. Together these tasks form a complete program for site contract administration. If the Contract Field Engineer ignores any of them, the program collapses. This workshop outlines those tasks that are important to the Contract Field Engineer and why they are important.

Good contract management in the field is an important part of staying out of the claims arena.  A lot of work goes into developing the construction contracts and the field personnel have to administer the contract to ensure the construction is done according to the signed documents. Once the contract is signed, the field has to live with it. To make the field effort as trouble free as possible, those preparing the documents should understand what happens in the field and what is important to the field for contract management.

Duration and Training Method

Two classroom days providing 1.6 CEU (Continuing Education Credits) or 16 PDH (Professional Development Hours)

Participants will learn to:

1. Why their ethics are important to the successful management of their contracts
2. What makes up the basic requirements for a valid contract
3. The basics of contract administration and what they need to do to effectively manage a contract
4. What the common causes of claims are and how to be proactive in avoiding them
5. The basics of the bid process, important points in a tender document, unbalanced contracts, and typical open ended clauses to avoid.
6. The importance of documentation to the contract and what the statement, "The one with the most information wins!" means.
7. Schedule basics, terms, and schedule significance to a contract
8. The basics of Earned Value Analysis and how it is used to measure contract progress.
9. The importance of safety in the management of a contract including due diligence, hazard recognition and identifying site hazards
10. The basics of procurement for works, goods, and consulting services and why their input is important.
11. The importance of Interface Coordination on a project, what's needed for project completion and how to make sure they have the required information.

Course Agenda
Day One
Module 1 - Introduction
At the end of this session the learner will be able to describe:
The Scope, Schedule, Budget, Resources relationship for projects
Project delivery systems and contract management
Contract Field Engineer typical interfaces

Module 2 - Ethics When Dealing With Contractors
At the end of this session the learner will be able to describe:
Why ethics are important to the Contract Field Engineer
 - Ethical issues to be aware of
Unlawful activity
The importance of appearances
 Exercise: CS 202 The Case Of The Revised Technical Specification

Module 3 - What Is A Contract
At the end of this session the learner will be able to:
- Define a contract
- Know the purpose of a contract
- Know the basic requirements for a contract

Module 4 - The Contract Package
At the end of this session the learner will understand the need for:
General Conditions of Contract
Special Conditions of Contract
Pricing & Proposal Information
Technical Specifications
Drawings and  Amendments

Module 5 - Relationships With Contractors
At the end of this session the learner will better prepared to work  with contractors through:
Responsibility & authority
Proper attitude
Proper relations

Module 6 - Basis of Contract Administration
At the end of this session the learner  will know what is required to effectively manage the contract by:
Knowing the questions to constantly ask
Knowing the basics of contract administration
Change orders and field work orders
Back charges
Turnover sequence chart
Reading the contract
 -    Using the 80:20 rule

Module 7 - Common Causes Of Claims
At the end of this session the learner will understand what are the common causes of claims and to be proactive in avoiding them. Some causes include:
Changes due to differing conditions
Delays, Disruptions, Interferences
Ripple or Impact Effect of changes
Breach of contract
 Exercise: CS 104 Dealing With Claims

Module 8 - Bid Process and Bid Evaluation
At the end of this session the learner will understand the basics of the bid process, important points in a tender document, and unbalanced contracts. Material covered includes:
Request For Proposal and problems
Different types of proposals
Design Conditions and Standard Component List
Tender document
 - Unbalanced proposals
Exercises:
 Evaluating Unit Prices
Premium Portion Of The Overtime Rate
Handling Bid Questions

Day Two
Module 9 - Bid Evaluation
At the end of this session the learner will understand the purpose of bidding and bid evaluation, including:
Bidders list
Bidder pre-qualification
The bid package
Bid analysis
Responsibilities
 Exercise: CS 106 Handling Bid Questions

Module 10 - Documentation
At the end of this session the learner will understand the importance of documentation and the statement, “The one with the most information wins!”
Document requirements
Document types
Equipment checkout
 Exercise: CS200 The Pickup Truck

Module 11 - Meetings
At the end of this session the learner will understand the:
The advantages of meetings
The basic principles
The four standard site meetings
 Exercise: CS122 Meetings

Module 12 - Reports
At the end of this session the learner will understand the:
- Daily activity reports
- Daily activity report uses
- Daily activity report contents

Module 13 - Schedule Importance
At the end of this session the learner will understand:
Schedule basics, terms, and schedule significance
Construction schedules
Contract administrators responsibility
Controlling the schedule

Module 14 - Progress Monitoring
At the end of this session the learner will understand the:
Contract requirements
Monitoring techniques
S-Curves including baseline, target and actual
Earned Value Analysis
 Exercise: Earned value Analysis

Module 15 - Safety
At the end of this session the learner will understand the:
- Contract requirements
- Due Diligence
- Cost of workplace injuries
- Hazard recognition and identifying site hazards
- Hazards and sources of energy

Module 16 - Procurement
At the end of this session the learner will understand:
- The basics of procurement for works, goods, and consulting services
- Freight terms and why they matter

Exercise
CS112 Sludge Pond
CS 210 The Case Of The Inquiring Bidder
Purchase order vs contract

Module 17 - Interface Coordination and Project Completion
At the end of this session the learner will understand:
- Interface responsibilities of the Contract Field Engineer
- On site activities
- Meetings
- Planning, mediating, interferences
- Schedule and procurement coordination
- Substantial and Final Completion
- Project closeout

Who should attend

This workshop will benefit those, in industry and government, who have to manage the contracts in the field and who’s job it is to prepare the contract documents. This would include field engineers, contract administrators, construction managers, project managers, project engineers, superintendents, procurement, consultants, and site personnel interfacing with contractors.

Morley Selver

Background
Morley Selver earned his Bachelor of Science degree in Civil Engineering in 1973 and has over 35 years of ‘real world’ industrial project management experience. He has worked in industry, with and for consultants, and his own consulting business. His project experience includes operations and maintenance, research and development, project management of small to medium size projects, construction management of large industrial projects, mechanical installation of heavy industrial equipment, commissioning and startup of industrial plants, and plant management.

He has worked in Canada and the USA on oil & gas projects, terminals & pipelines, on North Slope oil projects, in operating pulp and paper mills, board plants, and in the recycling industry. He is the author of “Plant Project Engineering Guidebook”, teaches project management and is an international speaker on project management. He is an IPMA Level B Certified and is a ‘First Assessor’ for the Project Management Association of Canada (PMAC-AGPC).

Affiliations and Accreditation
BSc University of Manitoba - Civil Engineering

Courses Taught
N617: Fundamentals of Project Management
N628 - Contract Management for Design & Construction Projects

 

Alternative Dates for this Course