Blue List. Green List. Civil Engineering Commercial Training Courses

Transcription

1 Blue List Green List Civil Engineering Commercial Training Courses From SURCO, the information business of the Chartered Institution of CIVIL ENGINEERING SURVEYORS SURCO Limited Chartered Institution of CIVIL ENGINEERING SURVEYORS Dominion House. Sibson Road. Sale. Cheshire. M33 7PP. United Kingdom t: +44 (0) f: +44 (0) e:

2 THE SURCO TRAINING BLUE LIST SURCO workshops can be presented singly or in combination. Many of the modules listed in the Blue List can be presented individually or in combination with others to form themed training. For example, STM3 Change & Records can be presented in conjunction with STM22 Delay& Disruption. Put together, one after the other, the two day themed workshop Change and its Consequences results. This can be done with many other modules in either two or three day combinations. Four or five day combinations are possible but not recommended. Details of themed workshops that are team tutored can be found in the SURCO Training Green List at the end of this booklet. Similarly, some of the modules can be expanded or restructured to suit a client s needs. For example, STM2 Commercial Awareness, can be expanded to include a second day entitled Commercial Management which covers aspects of competitive tendering and financial management of the construction phase of a project. Other combinations are possible. It is important that potential clients looking for training opportunities to satisfy either their own business needs or the professional aspirations of their employees discuss their requirements with us at an early stage. Unlike other training organisations, SURCO can offer you the benefit of advice from academics, theorists and, most importantly, those with extensive workplace experience. COURSE INFORMATION Two day courses are approximately 12 hours duration One day courses are approximately 6 hours duration Half day courses are approximately 4 hours duration Courses generally start at 9:00 am Some of the modules require delegates to supply equipment or documentation. Please refer to each course synopsis for further details. Civil Engineering Standard Methods of Measurement (CESMM3) will be provided for use on the day for appropriate measurement courses. Copies of SMM7, the Standard Method of Measurement for Building Works, and MMHW, Method of Measurement for Highway Works, are to be supplied by the delegate. 2

3 COURSES The Industrial Marketplace 4 Commercial Awareness 4 Commercial Awareness: A Review of the Legal and Financial Issues 4 Commercial Awareness: Competitive Tendering and Contract Management 4 Recognising and Evaluating Change and the Importance of Records 4 Procurement in the UK and Europe 5 Engaging and Managing Subcontractors 5 The Estimating Process 5 Financial Controls: Reporting and Forecasting 5 Procurement, Contract Law, Duty of Care and Dispute Resolution 5 An Introduction to the Torts of Negligence and Nuisance 6 The CDM Regulations 6 Environmental Law and the Waste Management Regulations 6 Health and Safety at Work 6 Identifying, Classifying and Accommodating Risk 6 Indemnity and Insurance 7 Civil Engineering Standard Method of Measurement (Theory) 7 Method of Measurement for Highway Works (Theory) 7 ICE Conditions of Contract (6 th and 7 th Editions) 7 New Engineering Contract 7 Delay, Disruption and Extension of Time 8 Planning, Programming and Resource Management 8 Commercial Training for Foremen 8 ICE Conditions of Contract: Ground Investigation Version (2nd Edition) 8 Insolvency Law 8 International Conditions of Contract 9 Standard Forms of Subcontract 9 An Introduction to Measurement 9 Mentoring 9 Construction Technology Surveyors 9 Civil Engineering Measurement (CESMM) 10 Civil Engineering Measurement (MMHW) 10 Building Measurement (SMM) 10 Prices 11 An Introduction to the Planning and Estimating Process 13 Indemnity, Insurances and Insurance Claims 13 ICES Membership 14 3

4 STM1 The Industrial Market Place To give early career construction personnel an introduction to the financial and legal basis of civil engineering contracts, and their financial and legal management. Procurement Technical, commercial and contract matters The tender process Identification of risk STM2 Commercial Awareness Duration: 2 days Maximum delegates: 15 To provide an introduction to the legal and financial matters that surround a construction project. The structure of the industry Return on capital employed Contractual matters Dispute resolution options Good practice. Financial Statements STM2A Commercial Awareness: A Review of the Legal and Financial Issues To provide an introduction to the legal and financial matters that surround a construction project. The structure of the industry Return on capital employed Contractual matters Dispute resolution options Good practice STM2B Commercial Awareness: Competitive Tendering and Contract Management To provide an introduction to the legal and financial matters that surround a construction project. Financial Statements STM3 Recognising and Evaluating Change and the Importance of Records To familiarise construction personnel with the principle of change in work requirements, ordered variations, procedures for dealing with change and the importance of recording the effects and consequences for payment and restitution of time lost. 4 The tender basics Cause of change Recovery process Entitlements Records

5 STM4 Procurement in the UK and Europe To familiarise construction personnel with some of the procurement processes for civil engineering work in the UK and Europe. Market opportunities (public and private sector) Types of project The bidding process Submission and acceptance STM5 Engaging and Managing Subcontractors To familiarise construction personnel with the process of employing and managing domestic subcontractors. Procuring subcontractors The subcontract The subcontractor on site Subcontractor payment Dispute resolution Completion STM6 The Estimating Process To give early career construction personnel an introduction to the preparation of tenders. The decision to tender Tender documents Management of the process Risk appreciation The pricing process Tender deliverables Turning an estimate into a tender STM7 Financial Controls: Reporting and Forecasting To promote an understanding of the need for financial control on civil engineering projects, regular periodic cost/value reconciliation (their preparation and significance) and the process of financial forecasting. Final reporting as an essential part of the decision making process Recording cost Allowance reconciliation STM9 Procurement, Contract Law, Duty of Care and Dispute Resolution To familiarise engineers and quantity surveyors with some aspects of contract law, the formation of contracts, the dispute resolution process, duty of care and the law relating to nuisance. Basic principles of contract Standard forms of contract Performance and payment Breach of contract and remedies Basic principles of public, private and statutory nuisance 5

6 STM10 An Introduction to the Torts of Negligence and Nuisance To familiarise construction personnel with common law, generally, and in matter of nuisance, negligence and economic loss. The basics of English law What is tort? The tort of nuisance The tort of negligence The tort of misrepresentation Architects and engineers STM11 The CDM Regulations To give an appreciation of why we need these regulations and how they interact with other health and safety legislation. To explain the importance of identifying and dealing with hazards at the earliest possible stage. To explain the duties of all those involved, the importance of good management systems and the need for audit trails. The philosophy behind the CDM Regulations 2007 Associated legislation The regulations and the code of practice Duty holder s responsibilities. Information packs Health and safety plan, Health and safety file Good management practices Hazard identification, elimination and risk reduction STM12 Environmental Law and the Waste Management Regulations To give practical guidance on complying with the environmental legislation that applies when planning and managing a construction project. Prevention of pollution Work at construction and demolition sites and depots Liability Statutory nuisance Emissions to air. Noise and vibration Water. Waste. Contaminated land Site waste management plans STM13 Health and Safety at Work This module is to analyse the basic health and safety requirements contained in the various statutory provisions. The outcome will be an understanding of the law and the commercial results that can be obtained through that understanding. Particular emphasis will be placed on SI 1992 No. 3242: The Management of Health and Safety at Work Regulations Basic health and safety requirements contained in the various statutory provisions STM14 Identifying, Classifying and Accommodating Risk To promote an understanding of structured commercial risk management and to develop a knowledge of risk identification, classification and accommodation. Risk identification Risk classification Decision analysis Simple workplace assessments 6

7 STM15 Indemnity and Insurance To familiarise construction personnel with the principles of indemnity, types of insurance and insurance inclusions in standard forms of construction contract. Historic developments The insurance market Insurable interest. Insurance law Construction contracts Mandatory requirements Incidents and accidents Indemnities and bonds STM16 Civil Engineering Standard Method of Measurement Theory To introduce an understanding of CESMM3, its principles and use. (See STM29, STM32, STM32A and STM32B for courses involving taking off/measurement.) Background Principles of CESMM3 Bill of quantities Classes STM17 Method of Measurement for Highway Works Theory To give civil engineers and quantity surveyors an understanding of the MMHW, its principles and use. Background Principles of the MMHW Bill of quantities Selected matters STM18 ICE Conditions of Contract (6 th and 7 th Editions) appreciation of the rights and duties of all parties to ICE contracts and to provide an understanding of the claims and dispute resolution procedures. The contract Rights and obligations of the parties Contract administration Claims and disputes STM19 New Engineering Contract To introduce delegates to the NEC2 (ECC) and NEC3 forms of contract and familiarise them with the structure and workings of the contract and core clauses. The solutions philosophy History (editions 1, 2 and 3) The structure Primary and secondary options Partnering and option X12 Core clauses 7

8 STM22 Delay, Disruption and Extension of Time To promote an understanding of the provisions for extensions of time and liquidated damages under the ICE forms of contract and review the common causes of delay and disruption, and the difficulties of demonstrating cause and effect. Periods of completion Failure to complete on time Doctrine of prevention Extension of time provisions STM23 Planning, Programming and Resource Management To promote and foster an understanding of the importance of planning and programming in the tender and site management process and consider planning techniques and project management systems. Planning concepts Network analysis Critical path Resource demand Method statements Programmes STM24 Commercial Training for Foremen To give foremen and section foremen an insight into some corporate, contractual, legal and commercial issues in both construction companies and on site. Why do we go contracting? Contractual relationships Legal issues; duty of care, health and safety, environmental issues Insurances and nuisances Commercial issues and reporting STM25 ICE Conditions of Contract: Ground Investigation Version (2 nd Edition) To promote an understanding of this specialist form of contract. Project procurement Technical, commercial and contractual basis The tender process Risk identification STM26 Insolvency Law To promote an understanding of insolvency law and to highlight the vulnerability of employers, contractors and subcontractors when insolvency occurs. Effect of insolvency on contracts Security of performance Reviewable transactions Management of risk 8

9 STM27 International Conditions of Contract To give delegates an introduction to the different 1999 FIDIC forms and provide and overview of the Red, Yellow and Silver books. To look at the provisions in respect of progress meetings, programming, claims and dispute. Background to FIDIC Overview General provisions Progress Claims Disputes STM28 Standard Forms of Subcontract To give early career construction personnel an introduction to civil engineering and NEC subcontracts. The nature and scope of subcontracting Overview of the standard forms Subcontractors and the law Subcontract management under the standard forms Typical issues in subcontracting STM29 An Introduction to Measurement Duration: 1 day Maximum delegates: 10 To provide familiarisation with the principles of taking off, recording dimensions and the presentation of bills of quantities. (Can be presented with STM32, STM32A and STM32B as two day courses.) The weighted technique for average ground levels Interpolation, cut and fill lines, centreline girths Entries to dimension paper Development of descriptions Taking off STM30 Mentoring To define the objects of mentoring and introduce the mentoring process to companies with development schemes. Mentoring is an important part of the ICES professional development philosophy. What is a mentor? What is mentoring? Characteristics of a good mentor What s in it for the mentee? What does the mentor do? Common problems STM31 Construction Technology for Surveyors To give those who have changed career direction an insight into basic construction technology issues. The functions of buildings Loads and stresses to be carried Building styles Shape and cost, Design and buildability Extending structural capability Preliminary site work The construction process 9

10 STM32 Civil Engineering Measurement (CESMM) To familiarise construction personnel with the principles of taking off, recording dimensions and the presentation of bills of quantities. This course is designed for those with no or little experience in the use of CESMM. CESMM philosophy Terminology The weighted technique for average ground levels Interpolation. Cut and fill lines. Centreline girths Entries to dimension paper Development of descriptions. Taking off Billing measured items in CESMM format STM32A Civil Engineering Measurement (MMHW) To familiarise construction personnel with the principles of taking off, recording dimensions and the presentation of bills of quantities. This course is designed for those with no or little experience in the use of MMHW. MMHW philosophy Standard terminology The weighted technique for average ground levels Interpolation. Cut and fill lines. Centreline girths Entries to dimension paper Development of descriptions. Taking off Billing measured items in MMHW format STM32B Building Measurement (SMM) To familiarise construction personnel with the principles of taking off, recording dimensions and the presentation of bills of quantities. This course is designed for those with no or little experience in the use of SMM7. SMM7 philosophy Standard terminology The weighted technique for average ground levels Interpolation. Cut and fill lines. Centreline girths Entries to dimension paper Development of descriptions. Taking off Billing measured items in SMM format 10

11 BLUE LIST MODULES COMPANIES WHO HAVE AN ICES APPROVED DEVELOPMENT SCHEME OR STRUCTURED MULTIPLE WORKSHOPS WILL BENEFIT FROM DISCOUNTED RATES PRINCIPAL TUTOR Basic day rate for companies without an ICES approved development scheme * SENIOR TUTOR Basic day rate for companies without an ICES approved development scheme * *Prices are subject to VAT at the prevailing rate, travelling time and expenses and accommodation if required etc. Please contact SURCO Training for a full breakdown of charges. For courses on the Green List, please contact SURCO Training for prices. Delegates will be issued with an ICES certificate of attendance for CPD records after training has taken place and the course content will be available to download from our web portal for a limited period. As well as structured training, SURCO Training operates a flexible calendar that includes a number of public courses. These courses, as long as there is sufficient support for each topic, are scheduled on demand and delivered on a regular monthly basis. Please visit our website for up to date details of courses. One day course rate Two day course rate plus VAT per delegate plus VAT per delegate FULL INFORMATION ON ALL OUR COURSES IS AVAILABLE ON OUR WEBSITE 11

12 THE SURCO TRAINING GREEN LIST Built on market demand and structured to meet the requirements of several existing These workshops are based on actual workplace activities and approach a number of different commercial competencies on both a theoretical and experience basis. Competency is defined as a combination of academic and theoretical knowledge coupled with experience of the activity. These workshops offer one day of theory (chalk and talk) and one day of group exercises in which the theory is tested and experienced. The workshops on the Green List are team tutored by two tutors, one of whom will have a wide commercial appreciation of the industry and the other will be a specialist in the particular activity. Between them they will tutor delegates on particular activity skills and on the wider commercial and contractual implications involved. These themed topics are directed at the more experienced delegates (with a minimum of five years in post) but can be delivered at different levels provided that all the delegates at each workshop are of a similar experience and seniority. Other two day themed workshops such as Commercial Awareness (STM2), A Reintroduction to Measurement (STM29) and Change and its Consequences (STM3 and STM22) are taught by a single tutor and are covered in the SURCO Training Blue List. COURSES An Introduction to the Planning and Estimating Process Indemnity, Insurances and Insurance Claims 12

13 STM6A An Introduction to the Planning and Estimating Process Duration: 2 days Maximum delegates: 12 Day 1: Planning and Programming To promote and foster an understanding of planning and programming in the tender and site management process. To consider planning techniques and project management principles. To practice some of the principles and techniques considered. Day 2: Estimating To consider the principles of tendering and to produce a robust and competitive tender under normal tendering conditions. An introduction to planning concepts Network analysis Critical path Programmes Method statements Resources demand The decision to tender Tender documents Construction risk/opportunity Management of the estimate Selling price Tender deliverables (one per team of three delegates). The tendering exercises will be carried out in isolation and three breakout rooms are required for this on day 2. This workshop is designed for civil engineers, quantity surveyors and other members of the construction team with 5 to 10 years of workplace experience. STM15A Indemnity, Insurances and Insurance Claims Duration: 2 day Maximum delegates: 15 Day 1: Indemnity and Insurance Day 2: Records and Claims To familiarise delegates with the principle of indemnity, the insurance market and types of insurance. To familiarise delegates with common requirements for insurance in standard forms of contract. To consider examples of contract s all risk (CAR) and public liability (PI) insurances. To consider the extent of records necessary to evidence a valid insurance claim. To prepare and negotiate a successful claim. History The insurance market Insurable interest Insurance law Mandatory requirements Construction contracts Other cover Indemnities and bonds Incidents and accidents Records Preparing and submitting claims Negotiating claims narrative and record preparation and claim production. This workshop is designed for civil engineers, quantity surveyors and other members of the construction team with 5 to 10 years of workplace experience and can be adapted for more experienced delegates. 13

14 Are you a member of the Chartered Institution of Civil Engineering Surveyors? The Chartered Institution of Civil Engineering Surveyors (ICES) represents and encourages surveyors working within the civil engineering industry. ICES supports the education and professional development of surveyors who contribute significantly to civil engineering projects. This varies from the monitoring and setting out of the works to the management of contracts and disputes. ICES members uphold the highest levels of competence and professional standards that are necessary to the success of these major construction projects. The work undertaken by ICES members on civil engineering projects helps reduce the risk of errors and wastage. They not only make an important contribution to the bottom ability of the industry by reducing unnecessary wastes of time, resources and money. ICES offers a wide range of benefits for its members, customary with an established and reputable professional institution. For more information about membership please contact Paul Brown or Juliette Mellaza on Alternatively visit and click on Membership. 14

15 NOTES

16 The Institution s Education, Professional Development and Membership committee recommends SURCO commercial management courses to its membership and the civil engineering industry. They provide an excellent opportunity to expand the knowledge and understanding of the essential skills of a professional commercial manager, and support the development of the competence requirements of full members and fellows of ICES. EPD&M endorses SURCO Limited as a provider of training courses supporting the development of the commercial manager in the civil engineering industry. SURCO Limited Dominion House. Sibson Road. Sale. Cheshire. M33 7PP. UK The information business of the Chartered Institution of CIVIL ENGINEERING SURVEYORS t: +44 (0) f: +44 (0) e: training@cices.org