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360

MASTERING
CONSTRUCTION
PROCUREMENT
STRATEGY &
CONTRACT
MANAGEMENT

international

19 - 21 NOVEMBER 2013
SHANGRI-LA HOTEL
JAKARTA, INDONESIA
24 - 26 NOVEMBER 2013
RADISSON BLU
DUBAI DEIRA CREEK
UNITED ARAB EMIRATES

Ensure successful
construction outcomes

WHY THIS EVENT
Mastering Construction Procurement Strategy and Contract
Management is an intensive course, reflecting real experience gained in
the industry both from managing contracts and resolving disputes. It is
structured to ensure participants gain a practical understanding of each of
the critical elements within the procurement lifecycle.

YOUR INTERNATIONAL
COURSE FACILITATOR
Rob Ashcroft
BEng(Hons), Civil Eng.

Successful project outcomes starts with an assessment of the best
procurement strategy to adopt – and that requires knowledge of the
available options, and analysis of the organisation’s capabilities and risk
management strategies.
A platform for effective delivery can be ensured by better attention to key
elements within the tender and contract documentation, and the
tendering and selection processes.
The contractual obligations arising from the tender process need to be
recognised in order to protect the principal.
Desired outcomes require effective contract administration, and informed
performance management tools.
An understanding of the legal framework for construction ensures
decisions and actions are based on informed analysis.
Strategies to recognise potential for disputes, and their avoidance, provide
great benefits.
This course covers projects of all sizes, is practically orientated with
interactive workshops and exercises covering most aspects of the material
presented, providing an effective learning opportunity.

“Good knowledge of topic, well presented & great interaction
workshops to support theory”
~ Contracts & Tendering Adviser, Interoil

Director
Ashcroft & Associates

PROFILE
Rob Ashcroft, a civil engineer, provides
understanding and insights gained from 35 years
plus experience in design, construction supervision,
contracts administration, engineer to contract,
project management, and dispute resolution, across
a wide range of engineering and construction
projects.
Rob is actively involved in construction contract
dispute resolution, acting in the roles of claims
advisor, independent expert, mediator, adjudicator,
and arbitrator.
Rob is an accredited Gateway Reviewer for project
reviews of major capital projects, for the New Zealand
Government, and Australian Federal and State
Governments.
Rob provides consulting services across the following
domains:
-

strategic advice, procurement strategy, tendering
and contract documentation and processes, for
services and works related to capital projects

-

strategic advice, and operational support, related
to project management of capital projects

-

assessment and improvement of enterprise
project capability, addressing processes, tools,
knowledge, and organisational alignment, across
the spectrum of portfolio, programme and
project management.

Key Learning Outcomes:
Gain an international and local perspective of construction delivery issues
Select the appropriate procurement strategy to deliver value while
addressing organisational risks and capabilities
Understand the legal principles which underlie the rights and obligations
of contracting parties
Structure effective contracts for professional and construction services.
Define robust tendering and evaluation processes
Ensure contract administration processes are comprehensive and effective
Apply effective performance management techniques to construction contract
delivery
Apply a real understanding of key contractual issues on construction
contracts
Define strategies to minimise and resolve construction disputes.

360 International Limited, Level 8, Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.

Qualifications:
Bachelor of Civil Engineering [Honours]
Fellow Arbitrators & Mediators Institute of NZ, 1993
[carries reciprocal Fellowship rights with C.I.Arb.]
Corporate Member Dispute Board Federation
Member Dispute Resolution Board Australasia
Member of the Society of Construction Law [NZ]
Member Adjudicators Association New Zealand
Member of the Project Management Institute

www.360i-group.com

1
MASTERING CONSTRUCTION
PROCUREMENT STRATEGY &
CONTRACT MANAGEMENT
COURSE CONTENT
DAY1

Procurement - An Overview
Procurement defined
Assessing the organisation’s contract management capability
Relevant personal competencies
Procurement issues – a world-wide perspective
Procurement issues – a country specific perspective
Project procurement options
Selecting the appropriate project procurement strategy

DAY3

Exercise: Review of procurement issues

Performance management
Performance management objectives
Cost, Time & Quality, Health, Safety,
Environmental & Risk

Exercise: Personal assessment of contract management competencies

Exercise: Earned Value Analysis exercises

An introduction to contract law
Basis of contract law in the Commonwealth legal system
Its application in the local jurisdiction
Requirements for a valid contract
Elements of a contract agreement
Letters of Intent & Waiver and estoppel
Breach of contract
Exercise: Review of contract law scenarios.
The professional services contract
Scope of professional services contracts
Roles and responsibilities of design consultants
Specifying services to be provided
Defining the terms of engagement / Relevant legal issues
Exercise: Review of procurement issues.

DAY2

Construction contracts
The three basic types of construction contracts
The options for contract delivery strategies
Partnering
Early Contractor Involvement
EPC / EPCM / PPP
Project Alliances
Ordinary and Nominated Subcontractors
General Conditions of Contract content
International & Country specific standard forms of GCC
Responsibilities of the Parties and Termination

Exercise: Improvement strategies for identified
procurement issues
Contractual issues and disputes
Penalties and bonuses
Liquidated damages
Time for performance and extensions of time
Remedies for breach of contract
Common causes of disputes
Country specific experience
Avoiding disputes
Resolving disputes from negotiation to litigation
Exercise: A review of dispute scenarios
Contract close-out
Objectives of contract closeouts
Elements of the closeout process, including
deliverable verification, documentation,
warranties, financial reconciliation, performance
reports and data capture, archiving
Guidelines for success
Exercise: Lessons learned from the programme.
Application plan.

Exercise: Procurement issues: underlying causes.
Tendering
Objectives, processes, tender documentation
Selection of tenderers & evaluation of tenders
Legal obligations arising from tendering
Formalising the contract
Exercise: A review of tendering scenarios.
Contract administration
Execute Contract
Execute/Release of Bonds and Insurances
Appointment of Supervisor and Reps
Possession of Site
Completion Certification
Defects Certification & Guarantees
Contract Management Plans
QA & HSE process & progress monitoring

WHO SHOULD ATTEND
This course will benefit personnel involved
in the following activities on construction
and development projects:
Procurement
Tendering
Project Management
Contract Management
Performance Management
Claims Management

Reports & Meetings, Inspections, Measures / Progress Claims / Payments

Variations and Time Extension
Exercise: Contract administration issues: opportunities for improvement.

“Style of presentation was adapted to the knowledge of the group”
~ GM Access Contract – Telstra

“Workshop questions helped me understand the content taught
~ Contracts Officer, Barrick Gold
clear, easy to follow presentation”
360 International Limited, Level 8, Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.

COURSE SCHEDULE
8.00
8.30
10.00 - 10.20
12.30 - 13.30
14.40 - 15.00
16.00

Registration & Coffee / Tea
Workshop commences
Morning coffee / tea
Lunch
Afternoon coffee / tea
End of day
www.360i-group.com

2
MASTERING
CONSTRUCTION
PROCUREMENT
STRATEGY &
CONTRACT
MANAGEMENT

REGISTRATION FORM
 Email : kris@360bsi.com
 Mobile : +6016 3326 360
 Office : +603 9205 7772

19 - 21 NOVEMBER 2013
JAKARTA, INDONESIA
24 - 26 NOVEMBER 2013
DUBAI, UAE

 Fax

IN-HOUSE TRAINING

DELEGATES
1 Name

360 International Limited is passionate about providing
strategic technical programs and high potential training
solutions across the region to build personal competencies and
organizational capability.
You will receive practical training from a professionally qualified
educator with over twenty years of teaching and training
experience.
Please feel free to mix-and-match topics from the areas listed
below to get the right training content for your staff. Other topics
may be available upon request.

:

Name on tag :
Job Title :
Email

:

Mobile

:

2 Name

:

OTHER RELATED PUBLIC COURSES








Name on tag :
Job Title :
Email

:

Mobile

:

3 Name

:

For Room Reservation, please contact reservation desk:
Radisson BLU Hotel, Dubai Deira Creek
Baniyas Road, P.O. Box 476, Dubai, UAE
Telephone: 00971 4 2057105 Fax: 00971 4 2234698
E-mail: reservations.dxbza@radissonblu.com
Shangri-la Hotel, Jakarta, Indonesia.
Kota BNI Jl. Jend. Sudirman Kav. 1, Jakarta 10220, Indonesia.
Tel: +62 (21) 570 7440 Fax: +62 (21) 570 3530
http://www.shangri-la.com/jakarta/shangrila/contact-us/email-us/

Job Title :
:

Mobile

:

AUTHORIZATION
(This form is invalid without a signature)
Name
:
Job Title

: (

1
2

:

Tel

General Information:

:

Email

3
4

)

:

Substitutions are welcome at any time. Please notify us at least 2
working days prior to the event. All cancellations will carry a 10%
cancellation fee, once a registration form is received. All cancellations
must be in writing by fax or email at least 2 weeks before the event
date. Cancellations with less than 2 weeks prior to the event date carry
a 100% liability. However, course materials will still be couriered to you.

:

Signature

FEES

The fees cover lunch, tea breaks, materials and certificate.
Official confirmation will be sent, once registration has been
received.
Participants will need to arrange their own accommodation.
Attire: Smart Casual

Cancellations/Substitutions

Organization :
Address

Branding Destination in the Digital Age
Best Practices in Credit Risk Analysis
Document & Data Management
Financial Analysis & Modelling Using Excel
Professional Proposal & Report Writing
The Art of Negotiating Under Pressure + Mediation
The Energy Value Chain

Hotel Contact Details:

Name on tag :
Email

: +603 9205 7779

Date:

/

/

(please tick as appropriate)

JAKARTA, INDONESIA 19 - 21 NOVEMBER 2013
DUBAI, UAE 24 - 26 NOVEMBER 2013

USD 2,695 per delegate
USD 2,450 per delegate - register before 25 OCTOBER 2013
USD 6,600 SPECIAL FOR GROUP OF 3
The fee does not include any taxes (withholding or otherwise). In case of any taxes applicable
the client has to ensure that the taxes are paid on top of the investment fee paid for the course.
Compliance with the local tax laws is the responsibility of the client.

* Save up to 50% for In-house Training program

Thank you for your registration!
PAYMENT DETAILS
Payment is required within 5 days upon receipt of
the invoice.

Bank transfer:
360 INTERNATIONAL LIMITED
Standard Chartered Bank
P.O.Box – 999 Al Fardan Building,
Al Mankhool Area, Bur Dubai, Dubai, U.A.E
Account No: 02-2077311-01 USD
Swift No: SCBLAEADXXX
IBAN No: AE920440000102207731101
All payments must be received prior to the event date

360 International Limited, Level 8, Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia.

www.360i-group.com

3

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Mastering Construction Procurement Strategy and Contract Management

  • 1. 360 MASTERING CONSTRUCTION PROCUREMENT STRATEGY & CONTRACT MANAGEMENT international 19 - 21 NOVEMBER 2013 SHANGRI-LA HOTEL JAKARTA, INDONESIA 24 - 26 NOVEMBER 2013 RADISSON BLU DUBAI DEIRA CREEK UNITED ARAB EMIRATES Ensure successful construction outcomes WHY THIS EVENT Mastering Construction Procurement Strategy and Contract Management is an intensive course, reflecting real experience gained in the industry both from managing contracts and resolving disputes. It is structured to ensure participants gain a practical understanding of each of the critical elements within the procurement lifecycle. YOUR INTERNATIONAL COURSE FACILITATOR Rob Ashcroft BEng(Hons), Civil Eng. Successful project outcomes starts with an assessment of the best procurement strategy to adopt – and that requires knowledge of the available options, and analysis of the organisation’s capabilities and risk management strategies. A platform for effective delivery can be ensured by better attention to key elements within the tender and contract documentation, and the tendering and selection processes. The contractual obligations arising from the tender process need to be recognised in order to protect the principal. Desired outcomes require effective contract administration, and informed performance management tools. An understanding of the legal framework for construction ensures decisions and actions are based on informed analysis. Strategies to recognise potential for disputes, and their avoidance, provide great benefits. This course covers projects of all sizes, is practically orientated with interactive workshops and exercises covering most aspects of the material presented, providing an effective learning opportunity. “Good knowledge of topic, well presented & great interaction workshops to support theory” ~ Contracts & Tendering Adviser, Interoil Director Ashcroft & Associates PROFILE Rob Ashcroft, a civil engineer, provides understanding and insights gained from 35 years plus experience in design, construction supervision, contracts administration, engineer to contract, project management, and dispute resolution, across a wide range of engineering and construction projects. Rob is actively involved in construction contract dispute resolution, acting in the roles of claims advisor, independent expert, mediator, adjudicator, and arbitrator. Rob is an accredited Gateway Reviewer for project reviews of major capital projects, for the New Zealand Government, and Australian Federal and State Governments. Rob provides consulting services across the following domains: - strategic advice, procurement strategy, tendering and contract documentation and processes, for services and works related to capital projects - strategic advice, and operational support, related to project management of capital projects - assessment and improvement of enterprise project capability, addressing processes, tools, knowledge, and organisational alignment, across the spectrum of portfolio, programme and project management. Key Learning Outcomes: Gain an international and local perspective of construction delivery issues Select the appropriate procurement strategy to deliver value while addressing organisational risks and capabilities Understand the legal principles which underlie the rights and obligations of contracting parties Structure effective contracts for professional and construction services. Define robust tendering and evaluation processes Ensure contract administration processes are comprehensive and effective Apply effective performance management techniques to construction contract delivery Apply a real understanding of key contractual issues on construction contracts Define strategies to minimise and resolve construction disputes. 360 International Limited, Level 8, Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia. Qualifications: Bachelor of Civil Engineering [Honours] Fellow Arbitrators & Mediators Institute of NZ, 1993 [carries reciprocal Fellowship rights with C.I.Arb.] Corporate Member Dispute Board Federation Member Dispute Resolution Board Australasia Member of the Society of Construction Law [NZ] Member Adjudicators Association New Zealand Member of the Project Management Institute www.360i-group.com 1
  • 2. MASTERING CONSTRUCTION PROCUREMENT STRATEGY & CONTRACT MANAGEMENT COURSE CONTENT DAY1 Procurement - An Overview Procurement defined Assessing the organisation’s contract management capability Relevant personal competencies Procurement issues – a world-wide perspective Procurement issues – a country specific perspective Project procurement options Selecting the appropriate project procurement strategy DAY3 Exercise: Review of procurement issues Performance management Performance management objectives Cost, Time & Quality, Health, Safety, Environmental & Risk Exercise: Personal assessment of contract management competencies Exercise: Earned Value Analysis exercises An introduction to contract law Basis of contract law in the Commonwealth legal system Its application in the local jurisdiction Requirements for a valid contract Elements of a contract agreement Letters of Intent & Waiver and estoppel Breach of contract Exercise: Review of contract law scenarios. The professional services contract Scope of professional services contracts Roles and responsibilities of design consultants Specifying services to be provided Defining the terms of engagement / Relevant legal issues Exercise: Review of procurement issues. DAY2 Construction contracts The three basic types of construction contracts The options for contract delivery strategies Partnering Early Contractor Involvement EPC / EPCM / PPP Project Alliances Ordinary and Nominated Subcontractors General Conditions of Contract content International & Country specific standard forms of GCC Responsibilities of the Parties and Termination Exercise: Improvement strategies for identified procurement issues Contractual issues and disputes Penalties and bonuses Liquidated damages Time for performance and extensions of time Remedies for breach of contract Common causes of disputes Country specific experience Avoiding disputes Resolving disputes from negotiation to litigation Exercise: A review of dispute scenarios Contract close-out Objectives of contract closeouts Elements of the closeout process, including deliverable verification, documentation, warranties, financial reconciliation, performance reports and data capture, archiving Guidelines for success Exercise: Lessons learned from the programme. Application plan. Exercise: Procurement issues: underlying causes. Tendering Objectives, processes, tender documentation Selection of tenderers & evaluation of tenders Legal obligations arising from tendering Formalising the contract Exercise: A review of tendering scenarios. Contract administration Execute Contract Execute/Release of Bonds and Insurances Appointment of Supervisor and Reps Possession of Site Completion Certification Defects Certification & Guarantees Contract Management Plans QA & HSE process & progress monitoring WHO SHOULD ATTEND This course will benefit personnel involved in the following activities on construction and development projects: Procurement Tendering Project Management Contract Management Performance Management Claims Management Reports & Meetings, Inspections, Measures / Progress Claims / Payments Variations and Time Extension Exercise: Contract administration issues: opportunities for improvement. “Style of presentation was adapted to the knowledge of the group” ~ GM Access Contract – Telstra “Workshop questions helped me understand the content taught ~ Contracts Officer, Barrick Gold clear, easy to follow presentation” 360 International Limited, Level 8, Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia. COURSE SCHEDULE 8.00 8.30 10.00 - 10.20 12.30 - 13.30 14.40 - 15.00 16.00 Registration & Coffee / Tea Workshop commences Morning coffee / tea Lunch Afternoon coffee / tea End of day www.360i-group.com 2
  • 3. MASTERING CONSTRUCTION PROCUREMENT STRATEGY & CONTRACT MANAGEMENT REGISTRATION FORM  Email : kris@360bsi.com  Mobile : +6016 3326 360  Office : +603 9205 7772 19 - 21 NOVEMBER 2013 JAKARTA, INDONESIA 24 - 26 NOVEMBER 2013 DUBAI, UAE  Fax IN-HOUSE TRAINING DELEGATES 1 Name 360 International Limited is passionate about providing strategic technical programs and high potential training solutions across the region to build personal competencies and organizational capability. You will receive practical training from a professionally qualified educator with over twenty years of teaching and training experience. Please feel free to mix-and-match topics from the areas listed below to get the right training content for your staff. Other topics may be available upon request. : Name on tag : Job Title : Email : Mobile : 2 Name : OTHER RELATED PUBLIC COURSES        Name on tag : Job Title : Email : Mobile : 3 Name : For Room Reservation, please contact reservation desk: Radisson BLU Hotel, Dubai Deira Creek Baniyas Road, P.O. Box 476, Dubai, UAE Telephone: 00971 4 2057105 Fax: 00971 4 2234698 E-mail: reservations.dxbza@radissonblu.com Shangri-la Hotel, Jakarta, Indonesia. Kota BNI Jl. Jend. Sudirman Kav. 1, Jakarta 10220, Indonesia. Tel: +62 (21) 570 7440 Fax: +62 (21) 570 3530 http://www.shangri-la.com/jakarta/shangrila/contact-us/email-us/ Job Title : : Mobile : AUTHORIZATION (This form is invalid without a signature) Name : Job Title : ( 1 2 : Tel General Information: : Email 3 4 ) : Substitutions are welcome at any time. Please notify us at least 2 working days prior to the event. All cancellations will carry a 10% cancellation fee, once a registration form is received. All cancellations must be in writing by fax or email at least 2 weeks before the event date. Cancellations with less than 2 weeks prior to the event date carry a 100% liability. However, course materials will still be couriered to you. : Signature FEES The fees cover lunch, tea breaks, materials and certificate. Official confirmation will be sent, once registration has been received. Participants will need to arrange their own accommodation. Attire: Smart Casual Cancellations/Substitutions Organization : Address Branding Destination in the Digital Age Best Practices in Credit Risk Analysis Document & Data Management Financial Analysis & Modelling Using Excel Professional Proposal & Report Writing The Art of Negotiating Under Pressure + Mediation The Energy Value Chain Hotel Contact Details: Name on tag : Email : +603 9205 7779 Date: / / (please tick as appropriate) JAKARTA, INDONESIA 19 - 21 NOVEMBER 2013 DUBAI, UAE 24 - 26 NOVEMBER 2013 USD 2,695 per delegate USD 2,450 per delegate - register before 25 OCTOBER 2013 USD 6,600 SPECIAL FOR GROUP OF 3 The fee does not include any taxes (withholding or otherwise). In case of any taxes applicable the client has to ensure that the taxes are paid on top of the investment fee paid for the course. Compliance with the local tax laws is the responsibility of the client. * Save up to 50% for In-house Training program Thank you for your registration! PAYMENT DETAILS Payment is required within 5 days upon receipt of the invoice. Bank transfer: 360 INTERNATIONAL LIMITED Standard Chartered Bank P.O.Box – 999 Al Fardan Building, Al Mankhool Area, Bur Dubai, Dubai, U.A.E Account No: 02-2077311-01 USD Swift No: SCBLAEADXXX IBAN No: AE920440000102207731101 All payments must be received prior to the event date 360 International Limited, Level 8, Pavilion KL, 168 Jalan Bukit Bintang, 55100 Kuala Lumpur, Malaysia. www.360i-group.com 3