Contract Management for Field Personnel

Procept Associates Ltd.
Training overview
Professional Course
Self-paced Online
2 days
Start dates
Online
Start anytime

Course description

Contract Management for Field Personnel

Each project is different in the way field contracts are managed. Sometimes there is a dedicated contract administrator, other times it is a field engineer who has to manage the contract and still others it is the construction manager or the project manager. On a daily basis they have to make decisions to act or not to act. These decisions could materially affect the Contractor, the Owner, and others.

In the end, no matter who is managing the contract the same contract management activities apply and the field personnel require knowledge of these activities. Knowing these activities will go a long way in minimizing claims during the contract management process as well as lessening problems in the field.

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Who should attend?

This workshop will benefit those, in industry and government, who have to manage field contracts and whose job it is to prepare the contract documents. This would include field engineers, contract administrators, construction managers, project managers, project engineers, superintendents, procurement, consultants, and site personnel interfacing with contractors.

Prerequisite

Participants should already have some experience with preparing and administrating contracts.

Training content

Introduction

  • The Scope, Schedule, Budget, Resources relationship for projects
  • Project delivery systems and contract management
  • Contract Manager typical interfaces

Ethics When Dealing With Contractors

  • Why ethics are important to the Contract Manager
  • Ethical issues to be aware of
  • Unlawful activity
  • The importance of appearances
  • Exercise: The Case Of The Revised Technical Specification

What Is A Contract?

  • Define a contract
  • Know the purpose of a contract
  • Know the basic requirements for a contract

The Contract Package

  • General Conditions of Contract
  • Special Conditions of Contract
  • Pricing & Proposal Information
  • Technical Specifications
  • Drawings and Amendments

Relationships With Contractors

  • Responsibility & authority
  • Proper attitude
  • Proper relations

The Basis of Contract Administration

  • Knowing the questions to constantly ask
  • Knowing the basics of contract administration
  • Change orders and field work orders
  • Back charges
  • Turnover sequence chart
  • Reading the contract
  • Using the 80:20 rule

Common Causes Of Claims

  • Changes due to differing conditions
  • Delays, Disruptions, Interferences
  • Ripple or Impact Effect of changes
  • Breach of contract
  • Exercise: Dealing With Claims

The Bid Process

  • Request For Proposal and associated problems
  • Different types of proposals
  • Design Conditions and Standard Component List
  • Tender document
  • Unbalanced proposals
  • Exercise: Evaluating Unit Prices
  • Exercise: Premium Portion Of The Overtime Rate
  • Exercise: Handling Bid Questions

Bid Evaluation

  • Bidders list
  • Bidder pre-qualification
  • The bid package
  • Bid analysis
  • Responsibilities
  • Exercise: Handling Bid Questions

Documentation

  • Document requirements
  • Document types
  • Equipment checkout
  • Exercise: The Pickup Truck

Meetings

  • The advantages of meetings
  • The basic principles
  • The four standard site meetings
  • Exercise: Meetings

Reports

  • Daily activity reports
  • Daily activity report uses
  • Daily activity report contents

Schedule Importance

  • Schedule basics, terms, and schedule significance
  • Construction schedules
  • Contract administrators responsibility
  • Controlling the schedule

Progress Monitoring

  • Contract requirements
  • Monitoring techniques
  • S-Curves including baseline, target and actual
  • Earned Value Analysis
  • Exercise: Earned value Analysis

Safety

  • Contract requirements
  • Due Diligence
  • Cost of workplace injuries
  • Hazard recognition and identifying site hazards
  • Hazards and sources of energy

Procurement

  • The basics of procurement for works, goods, and consulting services
  • Freight terms and why they matter
  • Exercise: Sludge Pond
  • Exercise: The Case Of The Inquiring Bidder
  • Exercise: Purchase order vs contract

Interface Coordination and Project Completion

  • Interface responsibilities of the Contract Manager
  • On site activities
  • Meetings
  • Planning, mediating, interferences
  • Schedule and procurement coordination
  • Substantial and Final Completion
  • Project closeout

Wrap Up

  • Final discussions
  • Course Evaluations

Certification / Credits

Credits: 14 PDUs/CEUs

About Procept

Procept Associates Ltd.

Since 1963, Procept (and its subsidiaries) have trained over 1 million people from over 17,000 organizations. We focus on developing competencies in project management, change management, agile management, leadership, business analysis, IT and data management, as well as soft skill...


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