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Course Outline
Description: 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. OBJECTIVE 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. LEARNING OUTCOMES 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. Program Outline Day 1 8:00 Registration and coffee 8:20 Welcome and Introduction 8:30 Owner’s Responsibility During Project Delivery 9:00 Understanding the Design Process Historic view of the design process Defined scope of work Defined roles and responsibilities Current trends Open planning process Changing roles Cautions for the new projects Unclear goals 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 Designer Select based on talent Screen based on ability Constructors Select based on record Screen based on price 10:00 Refreshments and Networking 10:15 Consultant Selection Procedure Pre-qualified candidates 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 Schedules Clarifications Interviews Checking references Follow-up Final selection Discussion/Exercise 12:00 Lunch 12:40 Legal Considerations and Insurance Formal agreements Types of agreements Doing business with teams Insurance and bonds Workers compensation General Liability Malpractice insurance Defamation Property coverage Bonds Conclusion 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 3:00 Workshop/Presentation 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. 4:30 Adjournment Day II 8:30 How to Manage a Project During the Design Process Time management Manageable activities Unmanageable activities Cost management Defining the budget When to save money People management The wall of creative energy Motivation that works 9:20 Pre-Qualification of Contractors Thinking of hiring a contractor? Legal requirements 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 Consideration Preliminary investigation 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 Exclusionary clause Open bidding systems (OBS) Implementation roadmap 12:00 Lunch 12:40 Bidding Process Background information Drawings Specifications Insurance Bid bonds Visits to site by contractor Amendments to tendering documents Contractor’s queries Submission of tenders Separate contracts 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 capacity”and Owner’ Requirements 4:00 Concluding Remarks and Final Adjournment Instructor 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


Certificates offered

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.

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