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In this course, you will gain an understanding of why owners choose Design-Build or EPC and receive a number of suggestions regarding Design-Build and EPC selection.


 
Course Outline

After participating in this course you will be able to do the following:
assemble the appropriate project procurement documents
apply best practices to evaluate and select the design-builder or EPC contractor
manage the evolution of the design and equipment selection and procurement
control the project execution through construction, start-up, commissioning, and testing

Description
The design-build project delivery system is a time-saving and cost effective approach to project delivery, allowing the owner or employer to contract with a single provider of both design and construction services.
On many complex projects— particularly in the areas of mining, manufacturing, power, and process— the cost and delivery challenges in the procurement of specialized equipment present the greatest risk to the project. These projects typically employ a variant of the design-build method, commonly referred to as engineer-procure-construct (EPC).

In this course, we track through the various stages and challenges of the design-build and EPC project delivery systems. You will learn the benefits of design-build and EPC, receive suggestions for selecting a project delivery method, and explore best practices for monitoring and controlling the design-builder’s or EPC contractor’s performance during the design and construction phases.

Objective
To learn strategies and techniques for the successful procurement of projects using the Design-Build and EPC methods.

Who Should Attend
Owner's representatives, program managers, engineers, designers, architects, senior contractor personnel, construction management representatives, project managers, schedulers, procurement specialists, subcontractors, equipment supplier representatives, technical services personnel, land managers, attorneys, and other personnel interested in learning about the successful execution of Design-Build and EPC projects.


Program Outline

Day 1

Registration and Coffee

Welcome, Introduction, Workshop Preview, Learning Outcomes and the Assessment Method


I. Best Practices for Owners

A. Selecting a Method of Project Delivery

  1. Project Delivery Options
  2. Factors in Selecting a Method of Project Delivery
  3. Design-Build Characteristics
  4. EPC Contracting

B. Project Definition

  1. Owner Responsibilities
  2. Two-Step Development
  3. FEED Contracts
  4. Baseline Decision Issues
  5. Schematic Design Report
  6. Design Freezes
  7. Controlling the Evolution of the Design

C. The Project Risk Gauntlet

  1. Identification of Possible Risks
  2. Allocation of Risk
  3. Management of Risk

D. Developing the Right Contract for the Project

  1. Form Contracts
  2. Key Contract Terms
  3. Design-Builder's / EPC Contractor's Proposals
  4. Change Orders on Design-Build / EPC Projects

E. Role of the Owner During

  1. Design
  2. Equipment Selection
  3. Construction
  4. Start-Up, Commissioning and Testing

F. Project Procurement

  1. Owner's Program
  2. Criteria for Request for Qualifications
  3. Creating the Request for Proposals
  4. Evaluation Criteria
  5. Shortlisting
  6. Dealing with Competing Technologies

G. Procurement - RFQ and RFP Case Study Discussion

Day 2

II. Successful Project Execution

A. Completion of Design


  1. Owner Involvement
  2. Owner's Representatives or Program Managers
  3. Flexibility of Owner's Program
  4. Controlling Evolution of Design
  5. Shop Drawings and Submittals
  6. Review of Design

B. Procurement of Equipment

  1. Dealing with Long Lead Time Items
  2. Assignment of Purchase Orders
  3. Dealing with Delivery Risk
  4. Dealing with Performance Risk

C. Managing the Designer's Risk

  1. Designer's Role and Responsibilities
  2. Dealing with the Hybrid Design
  3. Managing the Owner
  4. Design to Budget Responsibilities
  5. Responsibility for Adequacy of Equipment
  6. Risk and Exposure for Design Errors and Omissions
  7. Designer's Contract with Design-Builder
  8. Limitations of Liability Issues
  9. Insurance Issues

D. Managing the Contractor's Risk

  1. Dealing with Integrated Project Responsibilities
  2. Responsibility for Owner Selected Processes and Equipment
  3. Single Source Responsibility Issues
  4. Risk Management Approach for Contractors
  5. Selecting the Appropriate Design-Build / EPC Contract
  6. Identifying What Risks are Unacceptable
  7. The Design-Build and EPC Contracting Teams
  8. Division of Responsibilities
  9. Design-Build and EPC Relationships and Insurance

E. Managing the Design-Build and EPC Processes

  1. Design Challenges
  2. Equipment Issues
  3. Dealing with the Site
  4. Assuring Quality and Conformance to Owner's Program
  5. Cost Control Issues
  6. Change Order Control and Management
  7. Effective Scheduling
  8. Dealing with Delays and Disruptions
  9. Performance Guarantees and Letters of Credit
  10. Addressing Unknowns and Force Majeure Events
  11. Environmental Issues and Compliance

F. Dealing with Regulators, Authorities, Third-Parties and Other Influences

  1. Permitting and Code Compliance Issues
  2. Identify Involved Third Parties
  3. Dealing with the NIMBY / LULU Neighbors
  4. Identification of Restraints to Performance

G. The International Lump Sum Turnkey Project

  1. Characteristics
  2. Unique Risks
  3. Management and Mitigation of Risks

H. Monitoring, Avoiding, Managing, Prosecuting and Defending Claims

  1. Contractual Mechanisms and Safeguards
  2. Putting Together the Claim and the Rebuttal
  3. Submission and Evaluation
  4. Stepped Negotiation Methods
  5. Use of DABs and DRBs
  6. Mediation and Arbitration

Questions and Answers and Feedback to Participants on Achievement of Learning Outcomes

Closing Remarks and Final Adjournment

Faculty


Jim Butler

Jim Butler is a partner with the construction law firm of Smith, Currie & Hancock LLP, based in Atlanta, Georgia.  A graduate of Duke University and the University of Kentucky College of Law, he has been involved in the resolution of construction project disputes for over 25 years. Mr. Butler is identified as a leading international construction lawyer by Who€(TM)s Who Legal, has been named one of America€(TM)s Leading Lawyers for Business in the Construction Law Area by Chambers and Partners, and has been designated a Georgia Super Lawyer by Law & Politics and Atlanta Magazine.

He specializes in EPC and design-build projects within the practice of negotiation, arbitration, and litigation of construction contracts, government contracts, and environmental issues. Since he began promoting, putting together, and resolving disputes on design-build projects in the mid-80€(TM)s, Mr. Butler has won the Rich Allen Meritorious Service Award by the Professional Engineers in Construction division of the National Society of Professional Engineers. He was awarded for his efforts in assisting professional engineers and other participants in the design-build process to avoid liability and claims on design-build projects.

An adjunct professor at the College of Architecture of the Georgia Institute of Technology, Mr. Butler has conducted seminars and training programs for organizations including the American Bar Association, Associated General Contractors, the University of Texas, the Texas State Department of Transportation, the National Solid Waste Management Association, the Georgia Institute of Technology, and the Virginia Polytechnic Institute. He is also a contributing author to Design-Build Contracting Handbook, Alternative Clauses to Standard Construction Contracts, and The AGC Environmental Risk Management Procedures Manual.


Prerequisites & Certificates
Pre-Requisites

Certificates offered

1.4 CEUs / 14 PDHs


Cancellation Policy
To withdraw from a course, you must send a request, in writing, with the official receipt to our office. Fifteen or more business days in advance: full refund less $50.00 administration charge. Five to fifteen business days in advance: non-refundable credit of equal value for any future EPIC seminar within one year. Credits are transferable within your organization. In case of an unexpected event occurring after this time, you may send someone else to take your place without any additional cost.
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EPIC Educational Program Innovations Center
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Here are some reviews of the training vendor.
The course was very well presented and the course instructor was absolutely amazing.
Reviewed by 2013
Our instructor, Stephen Lamming, was outstanding and a true expert in his field. He was able to complement the technical air monitoring information with practical real life examples which was highly beneficial. He is an excellent communicator and was highly interactive with the course attendees. This course was recommended to me because Stephen Lamming does an outstanding job. I was very impressed with this course and have subsequently recommended it to my colleagues.
Reviewed by 2012
Would have liked more interactive problem solving.
Reviewed by 2011
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