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At this course you will have the opportunity to learn about the roles of others, from the perspective of the owner, consultant and the contractor and to develop your own field observation knowledge and skills.

Course Outline

As one who participates in the management for the construction of buildings, you may have a good understanding of your day to day role.  However, to advance your career you need to become more familiar with the responsibilities of the other people involved in the construction process and how these responsibilities relate to your own.

At this course you will have the opportunity to learn about the roles of others, from the perspective of the owner, consultant and the contractor and to develop your own field observation knowledge and skills.


To provide those who participate in the construction of building with a detailed description of all facets of the building process which impact on, or form a part of, the inspection and field observation process.

Who Should Attend

Project managers and others representing owners, architects, consulting engineers, specification writers, architectural and engineering technologists, building inspectors and safety officials, contractors and subcontractors, construction managers and site representatives acting for owners, inspection and testing technicians, lawyers, arbitrators, mediators, interior designers and other individuals involved in disputes and claims resulting from the construction phases of building projects

Program Outline

Faculty: Martin Gerskup, Best Consultants Martin Gerskup Architect Inc.

Day I

• Introduction
• Legal alert
• Definitions
• Construction industry components
• Project stages
• Project delivery methods
• Client/consultant
• Owner/contractor
• Common characteristics
• Key words and clauses
• Owners - how they function
• Consultants - how they function
• Contractors - how they function
• Attitudes and strategies of each
• Other parties in the process
• Forms of communication
• Pre-construction meeting
• Partnering

• Building departments
• Construction Health and Safety Acts
• The Constructor/WHMIS
• Lien Acts
Bidding And Contract Award
• Bid documents
• Letter of acceptance/contract award
• Contract price and contract time
• Contract documents
Progress And Quality Of The Work, And Related Payments
• Project start-up
• Bonds and insurance
• Construction and submittal schedules
• Shop drawings, samples and mockups
• Schedules of values/cash flow projections
• Payments for materials/equipment stored off site
• Progress billings/certificates of payments
• Shop drawings, samples and mockups
• Requests for information
• Quality control
• Project meetings
• Supplemental instructions
Changes To The Contract
• Categories of changes
• Concealed or unknown conditions
• Substitutions
• Contemplated change orders
• Change directives
• Cash allowances/contingencies
• Logs
• Disputes/claims

Day II 

The Basics Of Field Review
• Qualifications and philosophies
• Tools and supplies
• Computers and photography
• Repetitive problems
• Reporting
Field Review Guidelines For Construction In Progress
• Guidelines; applicable to all trades
• Techniques; Applicable to all trades
• At intervals or full time
• Inspection and testing services
Field Review Checklists For Construction In Progress
• A format and how to use it
• Basic checklists
• Trade by trade checklists

Field Reviews For Contract Closeout
• Deficiency list preparation
• Exterior Systems
• Interior - before walls closed in/above ceilings
• Room by room/system by system
Contract Closeout
• Pre-occupancy meeting
• Post occupancy meeting
• Phased takeovers
• Authorities/occupancy permits
• Commissioning equipment start-up/instruction
• Final inspections
Finalizing The Contract
• Substantial performance
• Closeout documentation
• Final accounting/negotiating
• Establishing final contract sum
• Total completion
Post Construction Period
• Inspections during warrantee periods
• Administering guaranties, warranties, bonds and maintenance contracts
• Project history - how to box up your documents - just in case
Dealing With Disputes And Claims
• Common causes/avoiding
• Legal primer
• Attitudes/strategies of owners
• Attitudes/strategies of consultants
• Attitudes/strategies of contractors
• Negotiation primer
• Dispute resolution methodologies and examples

There will be a one hour lunch break in addition to a refreshments and networking break during each morning and afternoon session.

Daily Schedule:
8:00         Registration and coffee (first day only)
8:30         Session begins
4:30         Adjournment

After Participating in this Course, You will be Able To:
  • Select and use new methods of project delivery with the knowledge of their impact on the responsibilities of contract administrators
  • Upgrade your bidding and contract award procedures, the activities at the start of the construction process
  • Make more efficient your construction start-up procedures since they set the tone for the quality of subsequent work
  • Enhance the quality of your documentation having learnt how others record their observations
  • Increase effectiveness of the the administration on your projects by gaining insight into some of the ways your peers are adminstering their construction projects
  • Improve construction safety on your project being cognizant of your responsibility for it
  • Become a better administrator having understood your role relating to inspection and testing firms, contractors and subcontractors
  • Prevent construction claims by maintaining your project history and personal project diaries
  • Manage your construction project contract  closeout with a better understanding of your role in it

Prerequisites & Certificates

Certificates offered

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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