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Contract Management for Field Personnel [Online]

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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.


This 12 hour online course will look at 16 different activities associated with managing a field contract. Each of the 16 activities is important to the whole effort of managing the contract. If you leave out one, the whole contract management effort falls apart.


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.


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


Participants are encouraged to start the course by downloading and printing the Course Workbook.

This course is video based. Please ensure your computer has audio capabilities.



  • 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



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



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



  • 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



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



  • 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


course info

Course ID: 2600
Course Level: Intermediate
Duration: 12 hours

Register Online

$395 USD


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 10.5 0 1.5
PgMP 10.5 0 1.5
PfMP 0 0 1.5
PMI-ACP 0 0 1.5
PMI-SP 6 0 1.5
PMI-RMP 1 0 1.5
PMI-PBA 0 0 1.5

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 12 CDUs (Category 2B)
  • Certified Software Quality Engineers (CSQEs) earn 1.75 RUs
  • CIPS Information Systems Professionals (ISPs) earn 12 Learning Credits
  • CIPS Information Technology Certified Professional (ITCPs) earn 12 Learning Credits