- Contracts and Procurement Training
- Contractor/ Consultant - A Successful Selecting Strategy (1.2 CEUs)
- Course Outline
Both quality and economy of construction projects depend on the efficiency and skills of consultants and contractors. Following proper procedures in their evaluation and selection enhances the probability of achieving high quality and keeping projects within budget. Also, design/build and build/operate/transfer (BOT) projects require different method to ensure construction in time and budget and according to specifications. These workshop presents tested procedures involved in evaluating and selecting consultants, contractors, design/build and BOT contractors for construction projects.
To familiarize participants with the procedures to evaluate and select the most suited consultants, and contractors to help ensure project completion on and within budget.
WHO SHOULD ATTEND
Buyers of construction and consultant services in public work departments of federal, provincial and municipal governments, as well as buyers of construction and consultant services in the private sector. Project managers and construction managers representing owners, engineering consultants and contractors who want to understand the process will find this program useful.
Participants will review the procedures to evaluate contractors/consultants and see the risks attendant on selection choices and be able to decide if these are acceptable to their organization.
8:00 Registration and coffee
8:20 Welcome and Introduction
8:30 Owners Responsibility During Project Delivery
9:00 Understanding the Design Process
Historic view of the design process
Defined scope of work
Defined roles and responsibilities
Open planning process
Cautions for the new projects
Unsecured roles and responsibilities
9:30 Tips for Successful Selection of a Team for a Construction Project
Look inward first
Select based on motivation
Screen based on competence
Select based on talent
Screen based on ability
Select based on record
Screen based on price
10:00 Refreshments and Networking
10:15 Consultant Selection Procedure
Based on Request for Qualification(RFQ)
Based on Request of Proposal (RFP)
Two-part process (RFQ/RFP)
Purpose of an RFP
What an RFP should include
Negotiations - meetings/tactics
Issues affecting selection process
12:40 Legal Considerations and Insurance
Types of agreements
Doing business with teams
Insurance and bonds
1:40 Case Studies
Liability of the Consultant to the Owner
Liability of the Consultant to the Contractor
Liability of the Owner to the Contractor
Liability of the Contractor to the Sub-contractor
Review of Privilege clauses
2:45 Refreshments and Networking
Participants will meet in small groups to discuss and suggest solutions to the case study problem. A representative form each group will present the solutions to all participants. A discussion will follow.
8:30 How to Manage a Project During the Design Process
Defining the budget
When to save money
The wall of creative energy
Motivation that works
9:20 Pre-Qualification of Contractors
Thinking of hiring a contractor?
The legality of the contract subject
Legal capactity of the parties to act
Intention for contract to be subject for law
Mutual agreement - offer/acceptance
Invitation to prequalify/advertisement
Issue and submission of pre-qualification documents
Analysis of pre-qualification data
Selection and list of selected contractors
10:20 Refreshments and Networking
10:40 Bid Package
Preparation of bidding documentation
Implementation of late bids
Bid depository rules
Open bidding systems (OBS)
12:40 Bidding Process
Visits to site by contractor
Amendments to tendering documents
Submission of tenders
Opening of tenders
Evaluation of tenders
Award of contract
2:00 Refreshments and Networking
2:20 How to Set Up and Manage a Design/Build Team
How to set up a design-build team
Risk sharing among team members
Evaluating team capacityand Owner Requirements
4:00 Concluding Remarks and Final Adjournment
Dr. Richard Beifuss, P. Eng., C. Arb. (Chartered Arbitrator), Mediator, Ph.D is President of Beifuss International. He has over 30 years experience in the Canadian industry and government, in the former as an engineering consultant (employee and partner), in the civil service as a manager of technical resources (electrical), project manager, technical expert, program manager and director. He has extensive expertise in alternate (appropriate) dispute resolution in diverse claims. He is a director/co-designer of Public Works Contract Disputes Advisory Board.
Richard is a speaker and lecturer to Groups (National and International) on diverse professional development courses including ADR and Contract Claims Management and Avoidance. He is currently a member of the APEO as well as the ADR Institute of Canada and has served on Canadian Bar Association ADR Section Eastern Ontario - Executive Member (Past), Dispute Resolution Centre for Ottawa Carleton - Past Director, American Arbitration Association - International Panel Arbitrators, Arbitration and Mediation Institute of Ontario Inc. - Past Director, Construction Law Letter - Past Member Editorial Board, Commerce Clearing House (CCH) ADR FORUM The Canadian Journal of Dispute Resolution - Contributing Columnist, ADR Dispute Resolution Practice Manual - Co-Author, Routlege (London, U.K.) Co-Author-Dispute Resolution and Conflict Management: An International Prospective, Ottawa Chapter AMIO - Past President, Ontario Court Pilot Mediation Project - Mediator, Contract Claims Resolution Group-Founding Partner.
- Prerequisites & Certificates
1.2 CEUs / 12 PDHs
- Cancellation Policy
If you wish to withdraw from a course, you must advise us, in writing, including the official receipt. Our policies regarding refund are:
More than fifteen business days in advance: a full refund minus $50.00 administration charge.
Fifteen or less business days in advance: a transfer to another course or a credit, valid for one year, to another GIC course can be considered. Credits are transferable within your organization.
If the course has been running for more than 2 weeks, or after the course has started, an 80% credit towards another GIC course may be considered, if notice is received before the start date of the second session. After this time, no refunds or credits will be issued. If a speaker is not available due to unforeseen circumstances, another speaker of equal ability will be substituted.
GIC reserves the right to cancel or change the date or location of its events. GIC's responsibility will, under no circumstances, exceed the amount of the fee collected. GIC is not responsible for the purchase of non-refundable travel arrangements or accommodations or the cancellation/change fees associated with cancelling them. Please call to confirm that the course is running before confirming travel arrangements and accommodations.
Refund Policy: Allow up to 30 days for refunds to be processed.
- Map & Reviews
Global Innovative Campus
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