Certificate in Conflict and Dispute Management for Project Managers

Certificate of Participation provided by Conrad Grebel University College and the University of Waterloo

Workshops 3 & 4

Contract Planning, Design and Administration to Prevent Disputes:

Select the Most Appropriate Project Delivery System to Meet Project Objectives; Time, Cost & Document Control; Dispute Management; 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

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