COURSE SYLLABUS
Contract Management for Design & Construction Projects
Duration
Two classroom days providing 1.6 CEU (Continuing Education Credits) or 16 PDH (Professional
Development Hours)
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.
Who Should Attend
This workshop will benefit those, in industry and government, who have to manage the contracts in the
field and whose 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.
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COURSE SYLLABUS
Course Agenda
Day One
1. Introduction
At the end of this session the learner will be able to describe:
a. The Scope, Schedule, Budget, Resources relationship for projects
b. Project delivery systems and contract management
c. Contract Field Engineer typical interfaces
2. Ethics When Dealing With Contractors
At the end of this session the learner will be able to describe:
a. Why ethics are important to the Contract Field Engineer
b. Ethical issues to be aware of
c. Unlawful activity
d. The importance of appearances
Exercise: CS 202 the Case of the Revised Technical Specification
3. What Is A Contract
At the end of this session the learner will be able to:
a. Define a contract
b. Know the purpose of a contract
c. Know the basic requirements for a contract
4. The Contract Package
At the end of this session the learner will understand the need for:
a. General Conditions of Contract
b. Special Conditions of Contract
c. Pricing & Proposal Information
d. Technical Specifications
e. Drawings and Amendments
5. Relationships With Contractors
At the end of this session the learner will better prepared to work with contractors through:
a. Responsibility & authority
b. Proper attitude
c. Proper relations
6. Basis of Contract Administration
At the end of this session the learner will know what is required to effectively manage the
contract by:
a. Knowing the questions to constantly ask
b. Knowing the basics of contract administration
c. Change orders and field work orders
d. Back charges
e. Turnover sequence chart
f. Reading the contract
g. Using the 80:20 rule
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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:
a. Changes due to differing conditions
b. Delays, Disruptions, Interferences
c. Ripple or Impact Effect of changes
d. Breach of contract
Exercise: CS 104 Dealing with Claims
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:
a. Request For Proposal and problems
b. Different types of proposals
c. Design Conditions and Standard Component List
d. Tender document
e. Unbalanced proposals
f. Exercises:
g. Evaluating Unit Prices
h. Premium Portion Of The Overtime Rate
i. Handling Bid Questions
Day Two
9. Bid Evaluation
At the end of this session the learner will understand the purpose of bidding and bid
evaluation, including:
a. Bidders list
b. Bidder pre-qualification
c. The bid package
d. Bid analysis
e. Responsibilities
Exercise: CS 106 Handling Bid Questions
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!”
a. Document requirements
b. Document types
c. Equipment checkout
Exercise: CS200 The Pickup Truck
11. Meetings
At the end of this session the learner will understand the:
a. The advantages of meetings
b. The basic principles
c. The four standard site meetings
Exercise: CS122 Meetings
12. Reports
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COURSE SYLLABUS
13.
14.
15.
16.
17.
At the end of this session the learner will understand the:
a. Daily activity reports
b. Daily activity report uses
c. Daily activity report contents
Schedule Importance
At the end of this session the learner will understand:
a. Schedule basics, terms, and schedule significance
b. Construction schedules
c. Contract administrators responsibility
d. Controlling the schedule
Progress Monitoring
At the end of this session the learner will understand the:
a. Contract requirements
b. Monitoring techniques
c. S-Curves including baseline, target and actual
d. Earned Value Analysis
Exercise: Earned value Analysis
Safety
At the end of this session the learner will understand the:
a. Contract requirements
b. Due Diligence
c. Cost of workplace injuries
d. Hazard recognition and identifying site hazards
e. Hazards and sources of energy
Procurement
At the end of this session the learner will understand:
a. The basics of procurement for works, goods, and consulting services
b. Freight terms and why they matter
Exercise
CS112 Sludge Pond
CS 210 The Case of the Inquiring Bidder
c. Purchase order vs contract
Interface Coordination and Project Completion
At the end of this session the learner will understand:
a. Interface responsibilities of the Contract Field Engineer
b. On site activities
c. Meetings
d. Planning, mediating, interferences
e. Schedule and procurement coordination
f. Substantial and Final Completion
g. Project closeout
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COURSE SYLLABUS
Instructor(s)
Morley Selver P.Eng. earned a Bachelor of Science degree in Civil Engineering in 1973, and has over 30
years of experience in plant project engineering. His industrial experience includes operations and
maintenance, research and development, project management, commissioning and start-up of plants,
and plant management. Morley has worked in oil refineries, terminals, pipelines, and on North Slope oil
projects in various locations across Canada and the USA. He is an international speaker on project
management, and is currently consulting to the oil and gas industry.
Course Dates
Please visit the course details webpage for currently scheduled course dates.
Available for In-House Group Delivery
This course is available for In-House Training and the content can be customized to suit the needs of
your organization. For more information or to request a proposal, please email
inhouserequests@peice.com or call 713-482-3858 (USA), 403-284-1250 (Canada) or
011 44 20 7280 3333 (International).
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