Engineering, Procurement & Construction Management

Engineering procurement construction management (EPCM) is a type of construction
contract used for major industrial infrastructure projects. With EPCM, owners maintain control of a
project, but hire a contractor who serves as the project’s construction manager and consultant. The
contractor manages the overall project, but with direct supervision from the owner. The owner has the
option of using internal resources on the project, rather than relying on the contractor for resources.
The owner also may negotiate agreements with vendors to obtain other materials and supplies for the
project, rather than allowing the contractor to handle these negotiations. In addition, the owner has the
option of hiring subcontractors to complete parts of the project, rather than relying on the contractor to
handle the entire project. The advantage of EPCM is owners have more control. But some owners may
prefer to handle such projects with engineering procurement construction (EPC) contracts. With EPC
contracts, an owner hires a contractor and gives that contractor complete control and responsibility for
a project. The owner is not involved in the project and when the contractor completes the project, it is
turnkey, meaning that the project is ready for the owner to begin operations as soon as the contractor
completes the construction.

The purpose of this course is to provide engineers and other construction management professionals
new to the construction/infrastructure industry an overview of procurement and how it is conducted on
major projects. Often engineering at university focuses on the technical aspects however many
engineers will find the skills needed to excel at their jobs are project management based. This course
covers one of the key project management skills used by engineers; procurement. It will provide you a
context as to what procurement is and why it’s important, and go through how procurement is
conducted on a project. It will provide you the pre-requisite level of knowledge needed when you’re put
into a procurement role on a project. You’ll learn how to draft a scope of works, prepare a tender
package, run tenders, and select sub-contractors.

The course is broken down into three separate sections. Section 1 focuses on what procurement is and
why it is a fundamental part of construction management. Section 2 is all about planning procurement.
So how to develop a Work Breakdown Structure, identify what packages you need to procure, and
develop a procurement schedule. Section 3 focuses on actually running a tender, so engaging subcontractors and suppliers to provide a quote and selecting the best potential sub-contractor.

Learning Objectives:

  •  Understand a range of procurement methods
  •  Understand risk allocation
  •  Understand the supply chain
  •  Understand several project planning techniques
  •  Efficiently design your contracting strategy
  •  Assess the risks.
  •  Set qualification and evaluation criteria
  •  Competently prepare well-balanced procurement documents
  •  Conduct bid evaluation, contract award and contract administration procedures
  •  Prepare a contract management plan
  •  Deal with variations and claims
  • Incorporate sustainability, ESHS and gender aspects into procurement

    Who should attend:
    This course is designed for Managers, Coordinators, Supervisors, Contractors, Architects,
    Developers, Engineers, Assistants, Officers and Administrators responsible for:
    • Procurement
    • Projects / Project Management
    • Planning
    • Operations
    • Construction
    • Technical Support
    • Cost Engineers
    • Commercial Managers
    • Project Managers

    Course Outline
    Module 1: Introduction
  • Main principles
  •  Procurement Cycle
  •  Introduction to Works procurement management
  •  The Roles and Responsibilities in Works operations
    Module 2: Contracting strategy and Planning
  •  Contracting Strategy and Planning
  •  Methods, Arrangements and Market Approaches
  •  Types of contracts
     Qualification procedures for Works
    Module 3: Standard Bidding Documents for Works and Bidding Process
  •  Standard bidding documents for Works
  •  Contract conditions and forms
  •  Focus on Standard bidding documents for Smaller Works
  •  Differences between Small and Major works and Plant
    Module 4: Process and Evaluation
  •  Further steps in the procurement process
  •  Evaluation of Bids/Proposals for Works contracts
  •  Handling of procurement-related complaints
  •  Contract Award
    Module 5: Contract Management
  •  Contract Management for Civil Works – Critical aspects
  •  Contract management plan. Best practices and strategies and Price Adjustment
  •  Contract management procedures and tools: Observation and Inspection Forms;; Meetings;
    Project Close-Out
  •  Contract management Civil Works and Resolution of disputes
  •  Managing Variations, Time extension
    Module 6: Enhancing sustainability, Environmental, Social, Health and Safety (ESHS) and gender aspects
    through procurement of Works
  •  Introduction to Sustainable Development and Sustainable Public Procurement (SPP)
  •  Occupational safety and health (OSH) in the Construction Sector
  •  Gender considerations in Procurement
     4 Day course from 9am-3-pm