Project Contracting Training Course

Participants can establish governance that assigns contracting decisions, approvals and escalation routes.

• RACI matrix for contract approvals, delegated authority and escalation decisions
• Governance gates linking project stage decisions to contractual commitments
• Approval thresholds for tender awards, variations, claims and settlement proposals
• Documented delegation of authority before supplier negotiations commence
• Steering committee reporting on contractual risk, cost and delivery exposure
• Three-lines model applied to project contracting oversight responsibilities

Participants can prepare a contracting strategy that matches project objectives, market conditions and delivery risk.

• Make-buy analysis for external delivery, specialist capability and capacity needs
• Procurement route selection using risk, urgency, competition and value criteria
• Packaging work into lots, workstreams and contract interfaces
• Single-source justification supported by market evidence and approval controls
• Contracting strategy aligned with schedule dependencies and funding constraints
• Sourcing timetable integrating design maturity, tendering and mobilisation milestones

Participants can assess supplier capability and conduct controlled pre-tender market engagement.

• Request for information used to test market capacity and capability
• Supplier prequalification criteria covering financial, technical and delivery capability
• Due diligence checks for ownership, sanctions, conflicts and adverse findings
• Market sounding boundaries that preserve equal treatment and confidentiality
• Supplier dependency analysis for critical skills, materials and technology
• Bidder communication protocol controlling clarifications, records and disclosures

Participants can select contract forms and delivery models suited to project uncertainty and control needs.

• Lump-sum contracts for stable scope and defined design responsibility
• Reimbursable arrangements where scope uncertainty prevents fixed pricing
• Target-cost mechanisms using pain-gain share and open-book cost reporting
• Time-and-materials controls through rate cards, caps and authorisations
• FIDIC contract families matched to construction risk allocation choices
• NEC4 ECC options compared for collaboration, payment and change control

Participants can create a statement of work with measurable deliverables, boundaries and acceptance requirements.

• Work breakdown structure translated into contracted deliverables and work packages
• Statement of work sections covering purpose, scope, exclusions and assumptions
• Acceptance criteria defined through measurable tests, tolerances and sign-off authority
• Interface matrix assigning responsibilities between contractors, client teams and third parties
• Requirements traceability matrix linking business needs to contractual deliverables
• Assumptions register maintained to expose scope gaps before contract award

Participants can specify quality requirements and control acceptance without creating ambiguity.

• Performance specifications focused on outcomes, service levels and measurable results
• Method specifications used when process control or safety requirements apply
• Quality plans defining inspection points, evidence and corrective actions
• Factory acceptance testing and site acceptance testing responsibilities
• Defect definitions, correction periods and retesting requirements documented clearly
• Independent verification arrangements for technical, regulated or safety-critical work

Participants can select pricing and payment structures that support cost control and supplier cash flow.

• Fixed-price schedules broken into milestones, deliverables and payment triggers
• Schedule of rates applied to measurable quantities and authorised changes
• Cost-reimbursable payment supported by timesheets, invoices and audit rights
• Retention, advance payments and performance security managed through contractual controls
• Earned value data linked to milestone certification and payment decisions
• Invoice review checklist covering tax, evidence, deductions and approval status

Participants can allocate project risks to the party best able to manage them.

• Risk register converted into contractual allocation, mitigation and ownership actions
• Risk allocation principles based on control, insurability and pricing certainty
• Force majeure clauses defining notice, mitigation and relief requirements
• Indemnities, liability caps and exclusions matched to project exposure
• Insurance schedules covering property, professional indemnity and third-party liability
• Risk workshop outputs incorporated into tender documents and contract schedules

Participants can assemble tender documents and evaluate bids using fair, auditable methods.

• Invitation to tender pack containing instructions, scope and contract terms
• Weighted evaluation matrix separating mandatory, technical, commercial and risk criteria
• Compliance screening for mandatory documents, qualifications and submission deadlines
• Evaluator scoring guidance using evidence, anchors and conflict declarations
• Clarification questions documented without permitting undisclosed bid revision
• Moderation meeting records supporting consensus scores and award recommendations

Participants can plan and conduct negotiations while preserving value, authority and auditability.

• Negotiation issue log ranking priorities, positions, alternatives and dependencies
• BATNA analysis establishing walk-away conditions before commercial discussions
• Concession plan linking traded items to approvals and reciprocal value
• Authority matrix controlling negotiator mandates and final agreement sign-off
• Contract award memorandum documenting evaluation, negotiations and residual risks
• Conditions precedent tracked before notice to proceed or mobilisation

Participants can establish practical controls that make a newly awarded contract operational.

• Contract kick-off agenda confirming scope, governance and communication protocols
• Mobilisation plan covering personnel, systems, permits and site access
• Baseline schedule agreed with milestones, dependencies and reporting dates
• Contract data sheet capturing notices, contacts, dates and key obligations
• Document control procedure assigning version ownership and distribution rules
• Action tracker converting kick-off decisions into accountable mobilisation tasks

Participants can monitor supplier performance and intervene before contractual issues become disputes.

• Key performance indicators linked to contract outcomes, thresholds and remedies
• Supplier scorecards combining quality, schedule, cost, safety and responsiveness
• Performance review meetings structured around evidence, actions and escalation
• Service credits and liquidated damages applied within contractual conditions
• Recovery plans defining root causes, corrective actions and milestone dates
• Relationship management separating operational collaboration from contractual waiver

Participants can control scope and commercial changes through formal variation procedures.

• Change request form capturing scope, rationale, impact and authority
• Variation quotation assessed against rates, estimates and market benchmarks
• Impact analysis covering cost, schedule, risk, quality and dependencies
• Change control board decisions recorded with approval and implementation conditions
• Unauthorised work prevented through written instruction and notice requirements
• Configuration management maintaining alignment between changed scope and contract documents

Participants can maintain records and issue contractual notices that preserve rights and evidence.

• Notice register tracking deadlines, recipients, delivery method and response status
• Contemporaneous records capturing events, decisions, instructions and site conditions
• Meeting minutes distinguished from formal notices and contractual directions
• Correspondence protocol preserving privilege, confidentiality and document traceability
• Records retention schedule aligned with claims periods and audit requirements
• Contract administration calendar for payments, reports, certificates and expiries

Participants can assess claims, preserve evidence and pursue early resolution options.

• Claim notice requirements examined for timing, content and contractual consequences
• Cause-and-effect analysis linking event, entitlement, impact and mitigation
• Delay analysis methods including impacted-as-planned and time impact analysis
• Quantum assessment supported by cost records, productivity data and invoices
• Claim dossier structure containing chronology, correspondence and supporting evidence
• Without-prejudice settlement discussions separated from contract administration records

Participants can choose proportionate dispute resolution routes and prepare for escalation.

• Dispute avoidance boards used for early independent project issue review
• Negotiation and mediation compared for preserving commercial relationships
• Adjudication procedures suited to time-sensitive payment and construction disputes
• Arbitration clauses defining seat, rules, tribunal and enforceability
• Litigation risk assessed through cost, disclosure, precedent and duration
• Escalation ladder linking project teams, executives and formal resolution processes

Participants can apply ethical and compliance controls to project contracting decisions.

• Conflict-of-interest declarations reviewed before evaluation and negotiation activities
• Anti-bribery controls covering gifts, intermediaries, commissions and approvals
• Sanctions screening integrated into supplier onboarding and payment controls
• Data protection clauses allocating controller, processor and breach responsibilities
• Modern slavery due diligence included within supplier assessment requirements
• Audit rights and records access defined for compliance verification

Participants can close contracts systematically while resolving obligations, records and supplier performance issues.

• Closeout checklist covering deliverables, defects, payments and final releases
• Final account reconciliation resolving outstanding variations, claims and deductions
• Asset handover records including manuals, warranties and training evidence
• Lessons learned review connecting contract outcomes to future sourcing decisions
• Supplier performance assessment completed before future prequalification decisions
• Post-contract obligations tracked for warranties, confidentiality and data return

Participants can build, review and present a complete project contracting plan for a defined project.

• Project contracting strategy linking delivery model, market route and governance
• Statement of work with deliverables, interfaces and acceptance criteria
• Risk allocation matrix covering ownership, mitigation and contractual protections
• Tender evaluation plan with criteria, weightings and moderation controls
• Contract administration plan covering notices, changes, payments and performance
• Peer review against commercial, delivery, compliance and evidence requirements