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