Introduction: WORKSHOPS 3 & 4
CONTRACT PLANNING, DESIGN & ADMINISTRATION TO PREVENT DISPUTES:
Select the Most Appropriate Project Delivery System to Meet Project Objectives; and Time, Cost & Document Control, Dispute Management and Effective Communication
Overview
These two workshops are designed to help you fully realize the risks of disputes associated with a project during its different phases, and to define and fully understand the parties’ obligations to mitigate such risks. You will learn how to design the contract with measures to avoid the negative outcomes of such disputes. You will also learn how to select procurement strategies and procedures, along with how to select the best contractor for the project. You will also systematically cover the subjects vital to training good contract and field administrators to manage time, cost, documentation, and disputes during this phase. A variety of case studies will be presented.
Outcomes:
How to…
•Select the Most Appropriate Contract Strategy
•Design the Contract to Mitigate the Risk of Disputes
•Design a Dispute Resolution System
•Prepare Tendering Documents
•Analyze Bid and Award Contracts
•Select the Most Suitable Contractor
•Estimate Costs and Analyze Cash Flow
•Prepare Project Schedules and Resource Planning
•Review Contract Documents Before Construction
•Establish a Responsibility Matrix for this phase
•Control Project Documentation and Cost, Time and Quality
•Communicate Effectively during Contract Administration
•Prepare for Project Hand-Over
WORKSHOPS 5 & 6
DISPUTE MANAGEMENT & RESOLUTION,
CLAIM PREPARATION & SETTLEMENT
Claim Analysis & Assessment, Alternative Dispute Resolution, and How Claims & Counterclaims Arise, are Initiated, Submitted, Calculated, Analysed & Resolved Successfully
Overview
In these two workshops you will analyse the issues when a dispute arises during construction and examine its time and cost impacts on a project, thus preventing the dispute from becoming a claim. The time and energy expended in addressing claims resulting from unresolved disputes, putting them forward and defending against them is out of all proportion to the cost/benefit expected. You will also learn how to deal with contract claims since most projects are modified and changes made within and outside the scope of work, in some instances delaying or accelerating the pace of work, which may result in a claim if the dispute is not settled. These workshops will provide expert, practical information and advice for the parties to analyze and understand the issues that arise when a claim is made, and also how to prepare and negotiate a settlement and produce a counterclaim if needed. They will help you to resolve such claims in a more effective manner and avoid lengthy and expensive litigation. A variety of case studies will be presented.
Outcomes:
How to…
•Analyse Dispute Causes and Their Impact on Time and Cost
•Assess Parties’ Entitlements and Negotiate Settlements
•Mediate Disputes
•Address Claims for Unforeseen Conditions at the start of the job
•Assess Claims for Variations
•Evaluate Claims related to Project Scheduling
•Counterclaim Against the Contractor
•Resolve Claims
Daily Outlines: WS 3,4
Day 1
General Introduction to Contracting
• The Life Cycle of Projects
• Reasons for Construction Disputes: Consultants, Clients, Contractors,
Sub-Contractors
• Contractual Relationships
• The Parties’ Obligations
Selecting Contracting Strategies, Procurement Methods and the Impact on Disputes during the Project
• Standard Forms
• Stipulated Price Contracts
• Unit Price Contracts
• Cost Plus a Fee Contracts
• Design-Build Contracts
• Construction Management Contracts
• Case Study
Day 2
Contractor Selection
• Selecting an Appropriate Form of Procurement to Minimize Disputes
• Designing a Dispute Resolution System
• Preparation of Construction Documents
• General Aspects of Tendering and Bidding
• Pre-Award Considerations
• Contractor’s Pre-qualification, Value Engineering, Constructability
Review
• Tender Selection and Awarding
• Owner’s Responsibilities during Project Delivery
• Case Study
Day 3
• Cost Estimation Methods and Project Budgets
• Cash Flow Analysis
• Project Planning and Scheduling
• Resource Management
• Software Applications
• Case Study
Day 4
Project Documentation and Control Systems
• Contract administration in the field – roles of the parties
• Pre-construction activities
• Keeping good records
• On-site coordination meetings and communication
• Measures to Minimize Disputes
• Claim protection and mitigation
• Case Study
Day 5
Effective Cost and Time Control
• Payments and payment certificates
• Procedures for change request processing and cost control
• Monitoring job progress and scheduling requirements
• Earned value and project control
• Monthly status reports
• Legal concerns in construction field administration
• Case study
Conclusion
WS 5,6
Day 1
Dispute Causes and Their Impact
• Suspension of Work
• Re-sequencing of Work
• Variation Orders
• Variations in Estimated Quantities
• Differing Site Conditions
• Defective Specifications and Drawings
• Acceleration of the Work
• Force Majeure
• Termination for Convenience
• Termination for Default and Re-procurement
Cost Estimation for Variations
• Contract Stipulations to Calculate Cost of Variations
• Case Study
Day 2
Claims for Unforeseen Conditions at the Start of the Job
• Contractor’s Obligation to Investigate the Site
• Employer’s Obligation to Give Information About the Site
• Unforeseen Behaviour or Conditions
• Engineer’s Role in Mitigating Such Claims
Claims for Variations
• Variation Order Cost Estimates
• Job Factors Affecting Productivity
• Overhead and Profit
• Reservation of Indirect Costs
• Forms for Pricing Changes
• Case Study
Day 3
• Scheduling Provisions
• Emphasis on Network Analysis Techniques
• Techniques for Delay with Construction Project Management (CPM)
• Concurrent Delays
Evaluation of Claims Related to Project Scheduling
• Acceleration/Job Compression
• Checklist for Use of CPM in Litigation
• Claims for Delay
• Claims for Disruption
• The Relationship Between Loss and Expense and Extensions of Time
• Damages for Delay
• Case Study
Day 4
Substantial Completion and Contract Close-Out
• Contract Requirements
• Commissioning and Handing-Over
• Substantial Completion
• Preparation of Punch List
• Starting of Systems
• Case Study
Day 5
Counterclaims Against the Contractor
• Set-Off Claims by the Employer
• Liquidated Damage Claims by the Employer
• Claims by the Employer Arising from Defective Materials & Workmanship
• Claims by Sub-Contractors for Money Arising from Delay and Disruption
caused by the Contractor Under the Contract
Claim Resolution
• Negotiation and Mediation to settle claims by the parties
• Arbitration of claims
• Litigation
• Case Study
• Conclusion
Technical Leader/Director:
Sami M. Fereig - B.Sc. (Hons), M.Sc., M.A.Sc., Ph.D., P.Eng
Prof. Sami Fereig has over Forty years’ experience in structural engineering, construction engineering and management, and construction dispute management. He has practised in both North America and the Middle East, and is actively involved in construction contract administration and project and dispute management with a number of organizations, including public- and private-sector companies in engineering and construction. He is the Director of the Certificate Program in Conflict Management for Project and Contract Managers at Conrad Grebel University College, University of Waterloo. He was a professor of civil engineering and construction management, and has numerous publications in his various areas of specialization. He is a member of the ADR Institute of Ontario and the Professional Engineers of Ontario.
Prof. Sami is the author of the five text books in Contract Management, the participants will receive book four and book five, which covers the subjects of the workshop.
** In the event of uncontrollable circumstances, we may have to change main lecturer(s) for reasons out of control but replacement will always meet global standards of PROJACS International.
