Distance - Competitive Tendering Practical & Legal Perspectives (1.2 CEUs)

ARE YOU:

  • Looking for professional development but do not have the time to take off from work?

  • Looking for refresher course on specific engineering topics and cannot find an intensive course to serve your needs?

  • This may be your ideal Professional Development course!

Find out more on how the Professional Development Distance Program may work for you - Click here

Duration:

This course is approximately 3 weeks in duration.

Learning Method:

  • The PDDP program is more of a self-guided learning style.

  • You are required to read the notes and materials given, complete the follow-up assignments on your own, send in your questions prior to your 1 hour webinar meeting (if required) and be involved in live discussion via the internet.

  • Once you have completed the course, you will receive a certificate of completion

Description:
The majority of contracts are negotiated by competitive tendering/contracting procedures. All too often shortcomings in the application of these procedures lead to delays, extra costs, disputes and, sometimes-legal actions. In seeking to avoid such pitfalls this seminar provides a comprehensive but compact procedure/process to competitive tendering. This two days course will also define the practical and other issues involved in tendering/contracting, both on public and private projects.

After Attending This Course, You will:

  • Obtain a practical review of tendering/contracting process;
  • Learn how to prepare tendering/contracting documents;
  • Understand and learn important considerations for selecting the contractors and consultants;
  • Gain practical concepts for selecting sub-contractors;
  • Learn how to avoid the failures and tendering/contracting pitfalls;
Who Should Attend:
Owners, building/general contractors, managers, engineers, construction professionals and business-people of all disciplines and officials of government agencies responsible for the tender calls, negotiations or awarding of contracts; This seminar will also be of interest to any one seeking an understanding of some of the most popular tools used in preparing and awarding the contracts. 

The PDDP Distance Education program works as follows:

  • Once you register for this course, you will be sent a login username and password for our online distance website.

  • You will receive the course notes in hard copy through the online website, you will receive a set of notes each week covering the course material.

  • A one hour video-conference session will be conducted by your instructor each week (if required). The objective of this session is to assist in solving the assignments, as well as answer student questions that should be sent to instructor early enough prior to the meeting time. In addition with being able to communicate with the instructor, you will also be able to communicate with other students in the same class and watch their questions being answered as well. (A high speed internet connection is strongly recommended for this feature).

  • Each set of exercises can be completed and submitted by the indicated date and your completed exercise will be marked online and and returned by your instructor.

  • To gain the most from your course, it is highly recommended that you participate fully in all discussions and exercises. Please remember that each course has a form of quiz or exercise at the end to test your understanding of the material. You will be informed of these dates when you receive the course schedule.

*Course commencement date is subject to instructor availability. 

Rishi Kumar

Rishi Kumar, M.Sc. Eng., P.Eng., PMP, CMC, GSC is an approved education provider by the Engineering Institute of Canada, (EIC) and International Association of Continuing Education and Training, Washington, DC (IACET). Rishi obtained his M.Sc. in Mechanical Engineering in 1976 from University of Calgary, Alberta. Since 1976, he has held many senior positions in utility, auto industry, research development, services, manufacturing and consulting sectors in project, program and portfolio management of various capital projects. Since 1996, he conducted 475+ public and in-house seminars all over the globe through various universities, construction associations and other professional organizations and published/presented 25+ technical, business and management papers in various publications/conferences throughout the globe.

Mr. Kumar is a licensed professional engineer (P.Eng.) in the Province of Ontario, and holds various professional certifications {Certified Project Management Professional (PMP), and a Certified Management Consultant (CMC) and Certified Quality Auditor}. He obtained his Gold Seal Certification (GSC) from the Canadian Construction Association (CCA) in 2011.

Mr. Kumar has served as a Chair, President, Sr. Vice-President-Operations and Director-Marketing and Professional Development portfolios for PMI Lakeshore chapter and presently serves in the Ethics Review Committee (ERC) of PMI Global, providing caching and mentoring to PMI members. Mr. Kumar is actively involved with Professional Engineers Ontario (PEO) since 1996, and serves in various committees and boards (Discipline, Equity Diversity and Experience Requirements). Since 2007, Rishi is providing coaching and mentoring services to PEO Mississauga as a Chairperson. He supports the mentorship programs offered by various non-profit organizations (CESO, Ontario Works-Peel Region, Skills for Change, ACCES Employment, DBNS and CMC) in GTA since 1994.

Introduction: Types of Tenders/Contracts

Tendering Process/Procedure

  • Preliminary Investigation
  • Invitation to Pre-qualify/Advertisement
  • Issue and Submission of Pre-qualification Documents
  • Analysis of Pre-qualification Data
  • Selection & Notification of list of selected Contractors
  • Advertising
  • Issuing of Tendering Documents
  • Time Considerations

Tendering Documents & Evaluation Process

  • Background Information
  • Drawings
  • Specifications
  • Insurance
  • Bid Bonds
  • Bid Depository System
  • Visits to Site by Contractors
  • Amendments to Tendering Documents
  • Contractor’s Queries
  • Submission of Tenders
  • Separate Contracts
  • Sub-contracts
  • Opening of Tenders
  • Evaluation of Tenders
  • Award of Contract

Workshop I

  • Participants will meet in small groups to discuss and suggest the solution to the case study problem. A representative from each group will present the solutions to all participants.

Problematic Clauses

  • Individual Clause Analysis
  • Contract Clauses: Owner and Contractor Views
  • Contractual Allocation Risk
  • Incentive Provisions

Case Study

  • Duty of Owner in Awarding the Contract
  • Restriction on the Privilege Clause
  • Disqualification of Bidders
  • Damages Arising out of Tender Documents
  • Sub-Contractor

Consultant's Perspectives

  • Complexity of Documents
  • Inadequate Time
  • Incomplete Drawings
  • Fairness of Contract Documents
  • Unbalance Bids
  • Informal and Irregular Tenders
  • An Unrealistic Bid
  • Implication of Non-Award to a qualified Bidder & Local Preferences
  • Communication of Acceptance

Owner’s Perspective

  • What is Constructability?
  • Constructability Implementation Roadmap
  • Barriers to Implementing Constructability
  • What are the current Practices?
  • Summary: How can you implement?
  • Examples/Case Studies

Case Study

  • 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

Workshop II

  • Participants will meet in small groups to discuss and suggest the solution to the case study problem. A representative from each group will present the solutions to all participants.

Legal Perspective

  • Tendering and the Law of Contract
  • Legal Requirements
  • The legality of Contract Subjects
  • Legal Capacity of Parties to Act
  • Intention for Contract to be Subject to Law
  • Mutual Agreement: Offer and Acceptance
  • Legal termination of an Offer
  • Acceptance
  • Consideration
  • Letter of Intent
  • Instruction to Proceed
  • Contractor’s Obligation to Owner
  • Sub-Contractor’s Obligation to Contractor
  • Contractor’s Obligation to the Sub-Contractor
  • Conclusion

Tips and Checklist

  • Practical Do’s and Don’ts
  • Checklist for Preparation of “Instructions to Contractor
  • ”Tendering Tips

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. Please click here for complete policies.

This is a Professional Development Distance Program course. These are open to a start date after you register, not scheduled for a specific date.

We could offer any of our courses at a location of your choice and customized contents according to your needs, please contact us at : inhouse@gic-edu.com or click here  to submit an online request.


Course Materials

Each participant will receive a complete set of course notes and handouts that will serve as informative references.

$1,045

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Offline Registration

To Register by fax, download and fill our registration form, then fax it to (888) 849-4871. Mail your cheque to our address.

If you have a question regarding this course, please click here to contact us.
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CEUs Certificate

A certificate of completed Continuing Education Units (CEUs) will be granted at the end of this course. A fee is required for all complimentary webinars.

On-Site Training

This course can be customized and delivered on-site at your facility.

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