SURCO Training

Civil Engineering Commercial Management Training from SURCO Training

SURCO is the information business of the Chartered Institution of Civil Engineering Surveyors (ICES) and is responsible for its commercial activities.

CM

The SURCO Training Commercial Management module list

SURCO Training modules are designed to improve the commercial and contractual knowledge and workplace skills of Civil Engineers, Quantity Surveyors, Commercial Managers, Project Managers and Lawyers working in the civil engineering industry. Employers promote and provide workplace training primarily to meet business needs, to satisfy regulatory demands and to allow employees to fulfil the competency and professional development requirements of the professional institutions. The modules (or workshops) can be presented individually but many of them can be combined with others to form themed training programmes. For example Change and Records (module A7) can be presented in conjunction with Delay and Disruption (module A8) to form a two day workshop. Themed two day workshops that are team tutored, such as Indemnity, Insurances and Insurance Claims (based on module B5) can also be arranged. Professional or business development Modules are listed under four categories, core, follow on, optional and advanced. The distinction has been made on a topic or essential competency basis and does not imply levels of complexity. It is now common practice to train early career construction and commercial staff in the same skills and many of the core modules are common to bespoke training schemes focused at immediate post graduate or equivalent levels of knowledge and experience. Follow on modules are designed for commercial staff and are tutored at post chartership levels although they can be used to augment the skills of other members of the construction team. Many of the modules have been designed to promote flexibility. Such modules can be tailored to fit a clients needs for a specific market sector or to satisfy the professional aspirations of employees on a more general level. For this reason, it is important that potential clients discuss their needs with SURCO Training as early as possible. Unlike many other training organisations, SURCO Training can offer the benefit of advice from academics, theorists and, most importantly, from those with extensive workplace and business experience. SURCO Training can provide both structured and non-structured training programmes. Structured programmes are usually delivered in house for employers with sufficient resources on a regular and progressive basis. Typically these will be major contractors, employers or public authorities operating professional or business related staff development schemes. Employers with fewer employees are more likely to prefer a non-structured programme delivered on an open access or public basis at venues arranged by SURCO Training. Such public courses are delivered regularly and clients book for their people on an ad hoc basis. Overseas Training Civil engineering is a truly global profession and skills taught in one country are very often transferable to another. SURCO Training regularly delivers structured training for companies based not only in the UK but also, Ireland, other members of the European Community, South America and South Africa. In addition SURCO Training has joined with Battersby Kingsfield in Hong Kong, to form and operate a joint venture company that delivers commercial training using tailored and locally adapted modules in China, the Pacific basin, India and the UAE. Such workshops are delivered by locally based tutors familiar with local legal systems, customs and practises. UK companies with interests or long term projects in these regions should contact SURCO Training in the UK in the first instance. ICES Members Discounts to the full price of open access or public courses are available to ICES members in the UK and Ireland who book and attend such courses on an independent basis. ICES members will be expected to comply with all other booking and attendance conditions.

A. Core modules (essential for ICES Affiliate and Technical members working towards full membership)

A1 A2 A3 A4 A5 A6 A7 A8 A9 A10 A11 A12 A13

Commercial Awareness: 2 days An Introduction to Measurement Civil Engineering Standard Method of Measurement (CESMM) Method of Measurement for Highway Works (MMHW) ICE Conditions of Contract (6th and 7th Editions) New Engineering Contract Recognising and Evaluating Change and the Importance of Records Delay, Disruption and Extension of Time Engaging and Managing Subcontractors Procurement, Contract Law, Duty of Care and Dispute Resolution Financial Controls: Reporting and forecasting The Estimating Process The CDM Regulations 2007 - Legal and Commercial Realities*

B. Follow on modules
B1 B2 B3 B4 B5 B6 B7 B8 B9 B10 B11 Planning, Programming and Resource Management Identifying, Classifying and Accommodating Risk Health and Safety at Work An Introduction to the Torts of Negligence and Nuisance Indemnity and Insurance International Conditions of Contract (FIDIC) Insolvency Law Environmental Law and the Waste Management Regulations Procurement in the UK and Europe Standard Forms of Subcontract** NEC Term Service, Framework and Supply Contract**

C. Optional modules
C1 Commercial Training for Foremen

D. Advanced modules for experienced professionals

D1 D2 Indemnity, Insurance & Insurance Claims: 2 days* The Planning and Estimating Process: 2 days*

Notes: Some of the modules require delegates to supply equipment, i.e. laptop, or documentation. Please refer to each course synopsis for further details. All modules can be taught up or down dependent upon the knowledge level of the delegates * Denotes team tutored modules

** Denotes module currently under preparation

3

A1
2 days

Commercial Awareness
Maximum 15 delegates

AIMS To provide an introduction to the contractual, legal, financial and other matters that surround a construction contract. Day 1 Commercial Awareness Day 2 Commercial Management NB: The two parts of this module can be separated and taught individually.

COVERAGE Day 1 The structure of the industry Return on capital employed Contractual matters . Dispute resolution options Good practice Day 2 Pre-contract competitive tendering principles Post-contract internal accounting principles Financial statements and reporting

A2
1 day

An Introduction to Measurement
Maximum 10 delegates

AIMS To provide a familiarisation with the principles of takingoff, recording dimensions and the presentation of bills of quantities.

COVERAGE Terminology . Level applications to earthworks, inc. cut and fill lines . Review of entries to dimension paper Consideration of associated construction technology and sequence . Taking Off quantities for earthworks, reinforced concrete & ancillaries, drainage, roads and pavings & piling application to CESMM3 . Working-up measurements for compiling draft bills . The weighting technique for average ground levels . Development of descriptions

A3
1 day

Civil Engineering Standard Method of Measurement (CESMM)

Maximum 15 delegates

AIMS To provide an understanding of CESMM3, its principles and its use. NB: This module can be combined with A2 for a two day course

COVERAGE Background of CESMM Principles of how CESMM3 works Terminology Features particular to CESMM Bill of Quantities Class structure Preambles

A4
1 day

Method of Measurement for Highway Works (MMHW)

Maximum 15 delegates

AIMS To give civil engineers and quantity surveyors an understanding of the MMHW, its principles and its use. NB: This module can be combined with A2 for a two day course

COVERAGE Background of MMHW Principles of how MMHW works Terminology Features particular to MMHW Bill of Quantities Series structure Preambles

A5
1 day

ICE Conditions of Contract (6th and 7th Editions)

Maximum 15 delegates

AIMS To provide an appreciation of the rights and duties of all parties to ICE contracts and to provide an understanding of the claims and dispute resolution procedures.

COVERAGE The contract structure Rights and obligations of the parties Contract administration Documents forming part of the contract Dealing with time clauses Change and variation entitlements and obligations Claims and disputes
4

A6
1 day

New Engineering Contract

Maximum 15 delegates

AIMS To provide an introduction to the NEC2 (ECC) and NEC3 forms of contract and familiarity with the principles of mutual trust and co-operation, and the structure and workings of the contract and cores clauses.

COVERAGE The contract structure Rights and obligations of the parties The solutions philosophy Contract administration . Core clauses The primary and secondary options OptionZsupplementaryclauses Compensation events . Claims and disputes

A7
1 day

Recognising and Evaluating Change and the Importance of Records

Maximum 15 delegates

AIMS To provide familiarisation 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.

COVERAGE An understanding of: The nature and frequency of change The cause of change The consequences of change and entitlements The evaluation of change . The recovery process The importance of records The type of records required and their purpose

A8
1 day

Delay, Disruption and Extension of Time

Maximum 15 delegates

AIMS To promote an understanding of the provisions for extensions of time and liquidated damages reviewing the ICE and NEC forms of contract. To review the common causes of delay and disruption, and the difficulties of demonstrating cause and effect.

COVERAGE Periods of completion Causes and effect of delay and disruption Failure to complete on time Doctrine of prevention Extension of time provisions and stay of damages Timeandmoneytwoseparateissues Legal and contractual basis for recovery

A9
1 day

Engaging and Managing Subcontractors

Maximum 15 delegates

AIMS To familiarise commercial and construction personnel with the process of employing and managing domestic subcontractors.

COVERAGE The decision to subcontract Procuring subcontractors Placing the subcontract The subcontractor on site Subcontractor payment Default and dispute resolution Completion and defects liability

A10
1 day

Procurement, Contract Law, Duty of Care and Dispute Resolution

Maximum 15 delegates

AIMS Familiarisation with some aspects of contract law, the formation of contracts, the dispute resolution process, duty of care and the law relating to nuisance.

COVERAGE The construction market Basic principles of contract Standard forms of contract Performance and payment Breach of contract and remedies External legal influences Basic principles of public, private and statutory nuisance
5

A11
1 day

Financial Controls: Reporting and Forecasting

Maximum 15 delegates

AIMS 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.

COVERAGE Financial reporting as an essential part of the decision making process Distinguishing between cost, income, liabilities and value Preparation of cashflow data Analysis of forecast preparation Recording cost and liabilities . Allowance reconciliation in cost analysis . Cost and value preparation Reconciliation of reports and forecasts

A12
1 day

The Estimating Process

Maximum 15 delegates

AIMS To give early career construction personnel an introduction to the preparation of tenders.

COVERAGE The decision to tender Tender documents Management of the process Risk appreciation The pricing process Tender deliverables Turning an estimate into a tender

A13
1 day

The CDM Regulations 2007 - Legal and Commercial Realities

Maximum 15 delegates

AIMS To advise of the regulations, the obligations and duties imposed by them and to consider their impact on the contractual and commercial risk balance.

COVERAGE The regulations and a little history The duty holders and their duties The role of the CDM co-ordinator Engagement and communication The pre-construction information Corporate and individual competence ICE 6 & 7 and NEC3 risk balances Prevention

B1
1 day

Planning, Programming and Resource Management

Maximum 15 delegates

AIMS 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.

COVERAGE Planning concepts Network analysis Critical path Programmes Method statements Resource demand

B2
1 day

Identifying, Classifying and Accommodating Risk

Maximum 15 delegates

AIMS To promote an understanding of structured commercial risk management and to develop a knowledge of risk identification, classification and accommodation.

COVERAGE Understanding commercial risk in construction Risk identification Risk classification techniques Tender risk analysis Decision analysis Simple workplace assessment

B3
1 day

Health and Safety at Work

Maximum 15 delegates

AIMS 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 1999.

COVERAGE Basic health and safety requirements Current health and safety law Attitudes on site Risk assessments and method statements

B4
1 day

An Introduction to the Torts of Negligence and Nuisance

Maximum 15 delegates

AIMS To familiarise construction personnel with common law, generally, and in matter of nuisance, negligence and economic loss.

COVERAGE The basics of English law What is tort? The tort of nuisance The tort of negligence The tort of misrepresentation Project Managers, Architects and Engineers

B5
1 day

Indemnity and Insurance

Maximum 15 delegates

AIMS To familiarise construction personnel with the principles of indemnity, types of insurance and insurance inclusions in standard forms of construction contract.

COVERAGE Historic developments The insurance market Insurable interest Insurance law Construction contracts Mandatory requirements Incidents and accidents . Indemnities and bonds

B6
1 day

International Conditions of Contract (FIDIC)

Maximum 15 delegates

AIMS 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 disputes.

COVERAGE Background to FIDIC Overview General provisions Progress Claims Disputes

B7
1 day

Insolvency Law
Maximum 15 delegates

AIMS To promote an understanding of insolvency law and to highlight the vulnerability of employers, contractors and subcontractors when insolvency occurs.

COVERAGE Effect of insolvency on contracts Security for performance Reviewable transactions Management of risk

B8
1 day

Environmental Law and the Waste Management Regulations

Maximum 15 delegates

AIMS To give practical guidance on complying with the environmental legislation that applies when planning and managing a construction project.

COVERAGE 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

B9
1 day

Procurement in the UK and Europe

Maximum 15 delegates

AIMS To familiarise construction personnel with some of the procurement processes for civil engineering work in the UK and Europe.

COVERAGE Market opportunities (public and private sector) Prequalification Types of project The bidding process Submission and acceptance

B10
1 day

Standard Forms of Subcontract

Maximum 15 delegates

AIMS To give early career construction personnel an introduction to civil engineering and NEC subcontracts.

COVERAGE The nature and scope of subcontracting Overview of the standard forms for use with main contracts: ICE 6th & 7th Editions; NEC3; IChemE; GC Works;FIDIC (red book); IEE/IMechE Model Conditions MF/1 Approvals and permissions Some typical issues

B11
1 day

NEC Term Service, Framework and Supply Contracts

Maximum 15 delegates

AIMS To introduce some other Forms of Contract contained in the NEC3 Suite.

COVERAGE Some NEC history Purpose of the contracts Application of the options and clauses Rights and obligations of the parties to the contract Structure and strategy Some Core and Option clauses Contract procedures

C1
1 day

Commercial Training for Foremen

Maximum 15 delegates

AIMS To give foremen and section foremen an insight into some corporate, contractual, legal and commercial issues in both construction companies and on site.

COVERAGE Corporate structure Profit and Loss Cashflow management Contractual obligations and duties Resource management Commercial administration and reporting Nuisance and negligence . Records
8

Themed training workshops advanced modules

Arising through market demand and structured to meet the particular requirements of a number of its existing clients SURCO Training has developed a number of themed two day workshops. The two workshops, which are currently available either as part of a structured programme or on an open access basis, are listed below. These workshops relate to actual and specific workplace activities which are considered on both theoretical and practical levels and consist of a day of chalk and talk followed by a full day of group exercises. Each workshop is presented by two tutors one of whom will have a wide commercial appreciation of the industry and the other who will be a specialist in the particular field. These themed topics are directed at the more experienced delegates but can be delivered at different levels provided all the delegates are of a similar experience and seniority.

D1
2 days

Indemnity, Insurance & Insurance Claims

Maximum 15 delegates

AIMS Day 1: Indemnity & Insurance To provide a familiarity: with the principle of indemnity, and the insurance market and types of insurance with common requirements for insurance in standard forms of contract

COVERAGE History . The insurance market Insurable interests . Insurance law Mandatory requirements Construction contracts Other cover Indemnities and bonds COVERAGE Incidents and accidents Records Preparing and submitting claims Negotiating claims

AIMS Day 2: Records and Claims To consider: examples of contracts all risk (CAR) and public liability (PI) insurances the extent of records necessary to evidence a valid insurance claim To prepare and negotiate a successful claim

The workshop can be held either publicly or privately in-house. The workshop exercises involve role play as well as 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.

D2
2 days

The Planning and Estimating Process

Maximum 12 delegates

AIMS Day 1: Planning & 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. AIMS Day 2: Estimating To consider the principles of tendering and to produce a robust and competitive tender under normal tendering conditions.

COVERAGE An introduction to planning concepts Network analysis Critical path Programmes Method statements Resources demand

COVERAGE The decision to tender Tender documents Construction risk/opportunity Management of the estimate Selling price Tender deliverables

The workshop can be held either publicly or privately in-house. Laptop computers are required for the second day (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.
9

SURCO STANDARD TRAINING RATES 2011 - UK MAINLAND

COMPANIES
WHO HAVE AN

ICES

APPROVED DEVELOPMENT SCHEME OR STRUCTURED MULTIPLE WORKSHOPS WILL BENEFIT FROM DISCOUNTED RATES

As well as the calendar of training modules, SURCO operates structured courses for individual companies. Principal Tutor Basic day rate for companies without an ICES approved development scheme 1,792.00 *

Senior Tutor Basic day rate for companies without an ICES approved development scheme 1,504.00 *

*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. Discounts are negotiable on the basis of number of days training ordered. Delegates will be issued with an ICES certificate of attendance for CPD records after training has taken place and the course notes will be available to download from our web portal for a limited period. Most modules are presented as workshops consisting of instruction, discussion and practice exercises. As part of the price, delegates will be able to download an electronic copy of the workshops, together with appropriate notes and references, from the SURCO web portal. Public Courses SURCO Training operates a flexible calendar of training modules. These modules, as long as there is sufficient support for each topic, are schedules on demand and delivered on a regular monthly basis. Please visit our website for up to date details of these. One day course rate Two day course rate Course Information One day modules are approximately 6 hours duration Two day modules are approximately 12 hours duration Courses are timed to commence at 09:00 am 215.00 plus VAT per delegate 410.00 plus VAT per delegate

10

Training Advice
SURCO Training was founded to provide commercial training resources, advice and help for employers of construction personnel working in the civil engineering industry. Since then it has expanded into the provision of geospatial training but on a different basis. Employers provide training primarily to serve and support their business needs. Such needs and competencies are defined by workplace and market demands, regulatory requirements and the professional institutions. Typically in larger employers, this training, at early career levels, is structured over a 3 to 5 year period comprising some 10 to 20 workshops delivered in house over that time. In many cases, employers have remarked that SURCO Training courses at this level cover the workplace skills that more formal education misses out. As careers move on and employees become more specialised, further structured training can be provided using Follow on or Advanced modules. Through its access to tutors who are experts in their own particular commercial field SURCO Training can also offer training at an expert level on topics such as legal and regulatory requirements and dispute resolution. For smaller employers such structured training is possible utilising SURCO Trainings open access or public courses which allow delegates to accumulate CPD certificates to evidence training and to assist them to gain the competency levels required. For simple guidance, a structured Early Career programme will be appropriate for those working towards a corporate professional qualification and the Follow on programme for those between membership and fellowship levels. Currently the core modules are deemed to be primarily at levels 4 and 5 of the Framework for Higher Education Qualifications (FHEQ). However EBTA (the Department of Education and Skills employer based training accreditation service) has also noted that structured training programmes using the SURCO Training modules have the potential to be assessed at higher levels (6 and in some cases, 7) of the FHEQ. Several of the industrys major employers now offer commercial internships, modern apprenticeships or other employment packages for non-graduates and school leavers. These are a rapidly increasing source of future industrial talent and such packages are frequently supported by commercial workshops provided by SURCO Training either as part of a structured package or on an introduction to the industry basis. Some workshops can also be adapted for delivery at career conventions or within work experience or placement schemes. SURCO Training Tutors With the exception of the lawyers, all SURCO Training tutors have worked for a significant part of their careers as part of the construction team, usually for contractors. They are closely associated with the demands of the workplace as well as the business as a whole and many of them are recognised experts in their fields.

Meeting the demand of todays surveying professionals, SURCO Training is now offering a range of geospatial engineering training courses run by third party approved training partners. These training partners are The Survey School, AIT Spatial, and LTU. The courses cover training on setting out and land surveying, mapping software and underground utility surveying. Full course information can be found in our separate GE training brochure or on our website at www.surco.uk.com/training-geoadvice.php.

11

The Chartered Institution of Civil Engineering Surveyors (ICES) was founded in 1969 to represent the interests of and set the competence standards for geospatial engineers or commercial managers working in the civil engineering industry. The Commercial Management discipline includes measurement, project management, estimating, planning and construction law. Collectively, members are known as civil engineering surveyors. ICES supports the education and professional development of civil engineering surveyors whether they are monitoring and setting out the works or working in measurement or Commercial Management roles. For more information about membership please contact the Institutions membership department on 0161 972 3100 or go to the Institutions website, www.cices.org . ICES recognises that training in the workplace is a vital element in reaching the competence levels required by law to operate successfully within a construction team and to achieve corporate or chartered membership of an appropriate professional body. Whilst the Institution promotes, assists with and accredits cognate courses in both Universities and Colleges of Further Education, it focuses particularly on its library of Approved Development Schemes (ADS). These schemes are agreements between employers and the Institution that define the training, experience and overall development framework that will be made available by the employer to allow an individual to progress to corporate membership levels of ICES. SURCO Training is the training division of SURCO Limited, which is the information business of ICES. SURCO Training workshops provide an excellent opportunity to expand the knowledge and understanding of the essential workplace skills of a civil engineering surveyor and to support individuals in attaining the competence requirements necessary for full corporate membership of the Institution. The Institution recommends SURCO training modules and workshops to its membership and to the civil engineering industry as a whole.

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)161 972 3100 f: +44 (0)161 972 3118 e: training@cices.org www.cices.org www.surco.uk.com

12