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Contract Monitoring

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Abstract: 

Monitoring a Contractor’s work on-site requires knowledge of your legal and safety responsibilities, and responsibilities towards your employer. Participants will learn Contract Monitoring and its application, and apply elements of learning to a case study and associated hands-on exercises. Each participant is provided with a copy of a sample “real” contract, and led through various scenarios that simulate the real-life contract life cycle. Participants are introduced to due diligence responsibilities and some standard contract and project management forms.

Learning Objectives

Participants will gain practical skills to:

  • Define the scope of work required in monitoring a specific contract;
  • Demonstrate skills to stop work when unsafe field conditions develop;
  • Co-ordinate and monitor activities of on-site contractors in a commercial and professional manner;
  • As part of the project management team, assume responsibility for contractors and ownership of their performance;
  • Value the importance of knowing the contractual requirements;
  • Work within the requirements of your company’s contract procedures; and
  • Demonstrate their overall understanding of due diligence roles & responsibilities with respect to both safety and human performance.

 

Who Should Attend

The Contract Monitoring course is suitable for individuals who are:

  • Monitoring contract work in the field, on behalf of the Owner, or those who are about to start doing so.
  • Involved in other roles of contract management, to gain insight into Contractor site situations.

 

Prerequisites

Participants should be involved or about to be involved in monitoring contractors on a construction site.

Materials

Each participant is provided with course materials, including a comprehensive course binder including step-by-step course exercises complete with advanced project tips.

What You Will Learn

Introduction

  • Introduction to case study contract
  • Introduction to the course objectives

 

Understanding the Basics

  • Identify when a contract monitor becomes involved in a Contract
  • Describe steps to be taken and questions to ask for the case study contract situation
  • Identify the contract administrator as the single point of contact in a Contract
  • Review your company’s expectations for contract management
  • Define a contract monitor’s responsibilities with respect to due diligence
  • Describe OHSA responsibility requirements with respect to Contractors and subcontractors
  • Identify due diligence responsibilities in the case study
  • Identify roles and responsibilities

 

Preparing to Monitor the Contract

  • Discuss the importance of having and reading the contract
  • Discuss the situation of a contract not being readily accessible
  • Identify which terms and conditions are relevant to the contract monitor using the case study contract
  • Answer questions regarding the case study contract terms and conditions
  • Define performance requirements for the case study contract
  • Examine contract forms
  • Recognize which forms are mandatory prior to a Contractor starting the contract work
  • Draft the scope of monitoring required by the case study contract

 

Contract Execution

  • Examine the project execution phase
  • Identify elements of a good pre-job briefing
  • Examine a day in the life of a contract monitor for the case study contract
  • Recognize essentials for managing safety and human performance in a contract
  • Identify elements of field monitoring, including coordinating project deliverables
  • Recognize how to monitor quality of the Contractor’s work
  • Use observation skills to evaluate a human performance simulation
  • Identify trends in human behaviour that lead to good performance in the field
  • Direct a contractor to stop work in a simulated exercise
  • Identify steps for reporting an incident
  • Analyze boundaries of contract monitor’s authority for case study contract
  • Respond to case study Contractor feedback in a simulated confrontation
  • Discuss importance of team approach to contract performance and communicating as a team
  • Discuss communications and solve a communication problem
  • Identify required elements of a daily log
  • Discuss the importance of a daily log
  • Complete a daily log
  • Appraise participants’ daily logs
  • Analyze roles & responsibilities of with respect to specific tasks during contract execution

 

Closing Out a Contract

  • Implement diligent contract close-out process, including turnover, commissioning
  • Examine mandatory forms
  • Discuss due diligence roles and responsibilities during the close out process
  • Distinguish monitoring approach differences for small service contracts
  • Discuss lessons learned and the importance of such documentation

 

Conclusion

  • Review intent of due diligence
  • Review stop work authority and process
  • Discuss contract monitor’s relationship with Contractor in terms of coaching, mentoring and communication
  • Recognize your role in “Owner only” contracts per OHSA

 

course info

Course ID: 1703
Course Level: Advanced
Duration: 2 days

upcoming sessions

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Gold Seal Certified

Contract Monitoring
2 Credits

 

The National Gold Seal Committee has approved this course for Gold Seal accreditation. The National Gold Seal Committee has commended Procept Associates Ltd. for recognizing the need for defining and providing quality construction management training.

Certificate #15-12-225

PMI PDUs

PMI Talent TriangleThe following table provides the breakdown of the professional development units (PDUs) for this course aligned with the PMI Talent TriangleTM.

  Tech. Ldrshp. Strat. & Bus.
PMP 12 0 2
PgMP 12 0 2
PfMP 4 0 2
PMI-ACP 12 0 2
PMI-SP 1 0 2
PMI-RMP 0.75 0 2
PMI-PBA 12 0 2

 
The three columns in the above table are Technical Project Management, Leadership, and Strategic & Business Management.

Other Credits

Other professional (re)certification credits are available, including:

  • Certified Business Analyst Professionals (CBAPs) earn 14 CDUs (Category 2B)
  • Certified Software Quality Engineers (CSQEs) earn 2 RUs
  • CIPS Information Systems Professionals (ISPs) earn 14 Learning Credits
  • CIPS Information Technology Certified Professional (ITCPs) earn 14 Learning Credits