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This workshop presents tested procedures involved in preparation of tendering documents and managing risks, evaluating and selecting construction contractors and consultants, as well as design/build contractors for construction projects.

Course Outline
After participating in this course, you will be able to:

• Prepare better tendering documents to reflect the stakeholders’ objectives, assess the potential risks, and devise the tendering strategy to
   manage such risks
• Conduct the contract preparation and bidding to the contract award process with the knowledge of the relative responsibilities of each party
• Pre-qualify bidders using the qualifications suited to your project
• Distinguish among the types of bid calls and types of contracts
• Employ bonds and insurance more knowledgeably
• Make productive use of the bidding period while the contractor is putting together a bid
• Reduce surprises with the knowledge of how contractors approach the preparation of their bid, what their criteria for mark-ups are, and what
   procedures they use to assemble and finalize their bid
• Use new methods of bidding being contemplated by the industry
• Deal appropriately with the low bid when it exceeds the owner’s available financing
• Select a contractor and get construction underway without delay


Both the quality and economy of construction projects depend on the efficiency and skills of contractors and consultants. Following the proper procedures in the preparation of tendering documents and risk management is a very important step for the evaluation and selection of consultants to achieve high quality and keep projects within budget. Also, design/build projects require a different method to ensure construction on time, within budget and according to specifications. This workshop presents tested procedures involved in preparation of tendering documents and managing risks, evaluating and selecting construction contractors and consultants, as well as design/build contractors for construction projects.


To familiarize participants with the procedures to prepare tendering documents and manage risks, and evaluate and select the most suitable construction contractors and consultants to help ensure project completion on time, within budget and according to specifications.

Who Should Attend

Buyers of construction in Public Works Departments of federal, provincial and municipal governments, as well as buyers of construction in the private sector. Project managers and construction managers representing owners, engineering consultants and contractors who want to understand the process.

Program Outline

Day I

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

1-  Introduction and Participants’ Objectives
• Importance of Tendering in the Construction Industry
• Tendering Systems

2-  Preparing Tendering Documents
• Project Manual Concept
• Forms of Agreement
• Conditions of Contract
• Master Format Overview
• Section Format Overview
• Page Format Overview
• General Requirements – Division One
• Methods of Specification
• Specification Writing
• Substitutions
• Submittals

3-  Bid Documents
• Invitations to Bid
• Instructions to Bidders
• Information Available to Bidders
• Bid Forms and What They Represent
• Supplementary Bid Forms
• Attachments to Bid Forms
• Unit Prices, Alternate Prices, Separate Prices, Itemized Prices, Identified Prices
• Nominated Sub-Contractors and Manufacturers
• Contract Price/Contract Time
• Form of Contract/General and Supplementary Conditions
• Case Study

4-  Bonding and Insurance Requirements
• Differences between Bonds and Insurance
• Bid Bonds
• Performance Bonds
• Other Bonds
• Case Study

Day II

5- Contractual Risk Management
• Reviewing the Fundamentals of Project Risk Management
• Risk Identification and Classification
• Risk Priorities
• Risk Allocation
• Contractual Risk Allocation
• Reducing Risk When Selecting Construction Projects
• Case study

6-  Project Delivery Systems
• Project Manager - the engineer under the contract - role and responsibilities
• Review of risk allocation, contract clauses and their impact
• Case Study: Risk Management and allocation of risk among the parties
• Discussion of lessons learned

7-  Selecting Contracting Strategies and Procurement Methods, and the Impact of Disputes during the Project
• Standard forms
• Stipulated price contracts
• Unit price contracts
• Cost-Plus- A-Fee contracts
• Design-build contracts
• Construction management contracts
• Selecting an appropriate form of procurement to achieve project objectives
• Designing a dispute resolution system

8-  Project Management Delivery System
• What is its role and responsibility?
• How it is impacted by CCDC
• Case Study: establishing a responsibility matrix and a line of communication for effective management
• Discussion of lessons learned


9-  Design Process

• Design management
• Consultant selection procedure
• Pre-qualified candidates
• Request for Proposal (RFP)
• Value engineering/value for money analysis as part of the regular design process
• Constructability review - whose responsibility?
• Risk allocation

10- Design-Build Delivery System
• Discussion
• Guidelines for design-build method
• Case Study: establishing the most effective project delivery system to meet the project targets
   (Part 1 – to be continued in final case study of the day)
• Discussion of lessons learned

11- Tendering Process
• Quality control of tender documents (drawings and specifications)
• Amendments to tendering documents
• Contractor’s queries – how to handle and organize them
• Separate contracts

12- General Aspects of Bidding and Award
• Advertisements for bids on public works projects
• Advertisements for bids in the private sector
• Pre-qualification
• The decision to bid
• Plan deposit
• Bidding (estimating) period
• Accuracy of the bidding information
• Instructions to bidders
• Addenda
• Bid form
• Modification and withdrawal of bids
• Tender evaluation
• Award
• Mistakes in bids
• Case Study: Establishing the most effective project delivery system to meet the project targets
• Conclusion

Discussion of Lessons Learned

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


Sami Fereig
Sami M. Fereig, M.A.Sc., Ph.D., P.Eng., PMP, has forty years of experience in civil engineering, over thirty of which have been spent in teaching at the undergraduate and graduate level. Prof. Sami received his advanced degrees from the University of Waterloo. He is Director of the Certificate Program in Conflict and Dispute Management for Project and Contract Managers at Conrad Grebel University College at the University of Waterloo, which was initiated by Sami in 2002. He is also founder and president of Fercan Corporation, started in 1989, that provides training, dispute resolution and project management for the construction industry. Sami has practised in both North America and the Middle East and is actively involved in construction contract administration and project management with a number of organizations which include public and private companies in both engineering and construction. He has developed and delivered educational programs and training for many public-sector and private-sector clients and universities, and has also served as an arbitrator, expert witness, technical advisor and peer reviewer on a wide range of international projects. Sami is also a mediator and negotiator. He has written a five-volume series of textbooks dealing with ‘Contract Management in Engineering and Construction Projects,’ which were published in 2007.
Prerequisites & Certificates

Certificates offered

2.1 CEUs / 21 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

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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