Daily Schedule:
8:00am - Registration and coffee (1st day only)
8:30am - Session begins
5:00pm -  Adjournment
Breakfast, two refreshment breaks and lunch are provided daily

Description

Success in delivery of a project or as some term them deliverable(s) depends on your position in the contracting relationship. Whether you are the owner (employer), contractor or consultant you each look on profit as a successful outcome. Each party is willing to accept some risk but the type of contracting relationship you select and the contract you sign will determine if you will be asked/able to accept/transfer risk. This presentation will seek to address these issues.

Program Outline

Day I

• Registration and Coffee
• Welcome and Introduction
• Project Delivery –Options and Choices
  • The role of the parties and their responsibilities will be examined from concept to completion of the project.
• Parties Obligations under the Contract
• Responsibility Matrix
  • In- class exercise to examine the role/responsibilities of the parties under the contract
• Types of Contracts
  
  • Examination of different types of contracting systems with an analysis of risk/benefit to owner/contractor
• Design Process
  
• Discussion
  
  • Interpreting the contract documents
    
  • Value Engineering/Value for Money analysis as part of regular design process
    
  • Problematic clause analysis-potential for future claims
    
  • Constructability Review –Who’s Responsibility?
    
  • Liability to the contractor - Exculpatory Clauses
• Project Management Exercise
  
  • What is role and responsibility?
    
  • How impacted by CCDC?
• Adjournment

Day II

• Tendering Process
  
  • Quality Control of Tender Documents (Drawings and Specifications)
    
  • Site Visits
    
  • Amendments to tendering documents - is there a point at which re-tender should be looked at?
    
  • Contractor’s queries - how to handle/organize
    
  • Separate Contracts
    
  • Opening of Tenders
    
  • Award of Contract
• Workshop - Project Problem
  
  • Participants will meet in small groups to discuss and suggest the solution to a case study problem that will be presented (Participants may also define a problem from their experience). A representative from each group will present the solutions to all participants. A discussion will follow.
• Pre-Construction Activities
• Refreshments and Networking
• Communication among participants during construction
• Construction Inspection
• Refreshments and Networking
• Project Control System during Construction
• Workshop II - Evaluating Contractor/Owner and implication for bid price
• Refreshment and Networking
• Contract Admin in the Field
• Contract Close Out
• Concluding Remarks and Final Adjournement

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.