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This course is to familiarize participants with all aspects of complex EPC contracts, from the Owner's and EPC Contractors point of view.

Course Outline
After participating in this course, you will be able to:
  • understand what the Owner considers and why when choosing an EPC contract
  • evaluate EPC contractors
  • prepare a parametric estimate for a conceptual project
  • appreciate the need for project safety and the cost of safety
  • use insight to maintain project control through an understanding of the critical project relationship of scope, schedule, budget, and resources
  • recognize the importance of project quality
  • build a work breakdown structure for project planning purposes.
  • define quickly your project scope for more complete estimates.
  • evaluate what your project risk issues are
  • develop more effective tender documents for your proposals
  • assess project status and control costs using earned value analysis
  • use tender and procurement documents to get what the project requires, reducing problems on site, saving time and money.
  • perform Construction Manager duties and be proactive with safety.
  • administer contracts effectively with an understanding of earned value analysis to report project progress
  • be proactive with your commissioning by understanding the Owner's responsibilities and how it affects your project
  • use foresight to organize your commissioning, startup, and training saving you time and effort.
  • provide project leadership by assessing problems using a systematic decision making process
  • advance your career by having the tools to better manage your projects

EPC Project Management and the 30-60-10 Rule for Project Success
In the book "Thinking On Purpose For Project Managers", author Bill Richardson talks about the 30-60-10 rule for project success. He states that 30% of your results come from insight, which is the ability to sort through the information to get to the nuggets of real value. Sixty percent of your results from foresight which is the ability to focus on and predict what is likely to happen and doing what can be done now to prepare for it. The other 10% comes from hindsight which is the ability to understand the significance of what has happened in the past.

This is why the "EPC Project Management" workshop was developed, to provide you with the tools and techniques to improve your insight, foresight, and hindsight. To provide insight, we look at the early stages of project development, project delivery systems, Request For Proposals (RFP), and other issues the Owner goes through to choose the EPC contractor. From the EPC Contractor's (EPCC) point of view, we look at problem solving, work breakdown structure, safety and quality requirements, and Earned Value Analysis (EVA). All used to provide you with the insight to solve the project problems, to determine what the total scope is, and what the actual project status is.

The workshop also covers procurement, tendering, construction management, contract administration, training, commissioning, Owner obligations, start up and testing to provide you with the foresight to be proactive and anticipate what is likely to happen so you are better able to adjust your work to handle potential problems.

Lessons learned and project close out provide the hindsight. We use these to help understand what went right or wrong on the project. For the items that went wrong, what happened, why was it wrong, and how can we improve the process so it doesn't happen again.

This is what the "EPC Project Management" workshop is all about. We use lecture, case studies, exercises, and discussions to provide you with the tools and techniques to improve your insight, foresight, and hindsight leading you to project success.


To familiarize participants with all aspects of complex EPC contracts, from the Owner's and EPC Contractors point of view. EPC contracts are set up by management and senior project managers who then, after the contract is signed, bring on other project managers to manage the EPC project. We want to give those project managers who are part of the EPC project management team the information and tools needed to manage an EPC project.

To provide participants with the EPC project knowledge they need to lead their project team and to solve project problems by determining the correct course of action. To provide participants with the practical knowledge and information on what activities are involved in an EPC project, the importance of the activities, how the EPC contract affects their project, and the interrelationship between their project and the Owner's responsibilities. To show participants why they need to be proactive with commissioning and startup for project success.

Who Should Attend

This course is designed for and considered a must for project managers, and others, who work on or manage EPC project activities, i.e engineers, technologists, technicians, and other personnel from industrial users, utilities, municipalities, educational institutions, commercial facilities, consulting engineering firms and manufacturers. Topics covered in this course are also of great value to managers and other non-technical project personnel.

Program Outline

Day 1

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

8:30   Module 1 - Project Delivery Systems

9:30  Module 2 - Why Owners Choose EPC
11:00  Module 3 - Typical EPC Contract Steps
12:00  Lunch

1:00   Module 4 - EPC Contractor Evaluation

  • Exercise - Parametric Estimating
2:00  Module 5 - Safety Management
  • Exercise - Construction Safety
3:00   Module 6 - Project Controls and Scheduling
  • Exercise / Discussion: Examples of Risk
  • Exercise: Critical Path Scheduling
4:30  Adjournment

Day II
8:30   Module 7 - Quality Management

9:30  Module 8 - Resource Planning

10:30   Module 9 - Project Communication

11:00   Module 10 - Project Guidelines

12:00  Lunch

1:00   Module 11 - Decision Making

  • Exercise: Thought Problem
  • Exercise: Working in Groups
2:00  Module 12 - Project Planning and the Work Breakdown Structure (WBS)
  • Exercise: WBS
3:30   Module 13 - Scope Issues
  • Exercise - Developing Scope
4:30  Adjournment


8:30   Module 14 - Project Stakeholders

9:30  Module 15 - Risk Analysis

  • Exercise - Risk Case Study
11:00   Module 16 - Estimating
  • Exercise - Escalation Case Study
12:00  Lunch

1:00  Module 17 - Cost Control and Earned Value Analysis (EVA)

  • Exercise - EVA
  • Exercise - The Case of the Unidentified Risks
2:30   Module 18 - Engineering Management
  • Exercise - Why Do Projects Fail
3:30   Module 19 - Procurement
  • Exercise - CS102 - Bundling Contracts
4:30  Adjournment

Day IV

8:30  Module 20 - Types of Contracts

  • Exercise - CS100 - PO vs. Contract
9:30   Module 21 - Request For Proposal (RFP)

10:30  Module 22 - Bidding Process

  • Exercise - CS106 - Handling Bid Questions
12:00  Lunch

1:30  Module 23 - PO's and Contracts

  • Exercise - Choice of Contracts
2:00  Module 24 - Construction Management
  • Exercise - Prime Contractor - First Aid requirements
3:00  Module 25 - Tender Document
  • Exercise - Evaluating Unit Prices
  • Exercise - Premium Portion of Overtime
  • Exercise - Sludge Pond
4:30 Adjournment

Day V

8:30  Module 26 - Special Conditions For Site Contractors

9:00 Module 27 - Contract Administration

  • Exercise - Dealing With Claims
10:00 Module 28 - Commissioning Procedures

10:30 Module 29 - Training

11:30 Module 30 - Commissioning and Startup

12:00  Lunch

1:00  Module 30 - Commissioning and Startup (cont€(TM)d)

2:00  Module 31 - Completion

2:30  Workshop Summary

Questions and Answers and Feedback to Participants on Achievement of Learning Outcomes
4:30 Concluding Remarks and Final Adjournment


Morley Selver earned his Bachelor of Science degree in Civil Engineering in 1973 and has over 35 years of 'real world' project management experience. He has worked in industry, with and for consultants, and his own consulting business. His project experience includes operations and maintenance, research and development, project management of small to medium size projects, construction management of large industrial projects, mechanical installation of heavy industrial equipment, commissioning and startup of industrial plants, EPC and EPCM project management, and plant management.He has worked in Canada and the USA in operating pulp and paper mills, oil & gas projects, terminals & pipelines, on North Slope oil projects, board plants, and in the recycling industry. He is currently working as a project manager in oil & gas consulting business. He is the author of "Plant Project Engineering Guidebook", teaches project management in Canada for private training companies, is an international speaker on project management, is an IPMA Cert B, a 'First Assessor' and the Director of Certification for the Project Management Association of Canada (PMAC-AGPC).
Prerequisites & Certificates

Certificates offered

3 CEU / 30 PDH

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

This course currently does not have any dates scheduled. Please call 1-877-313-8881 to enquire about future dates or scheduling a private, in house course for your team.

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