Subcontractor Management Training Course

Duration 10 days 17 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Contracts Managers, Project Managers and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-CM-148

Before you join: Participants should have practical exposure to projects, procurement, contract administration, site delivery or supplier management.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Subcontractor performance often determines whether a project meets its cost, schedule, quality and safety commitments. Main contractors and project owners must translate scope into clear subcontract packages, select capable firms, administer obligations consistently and intervene before disputes become claims. Weak scope definition, unmanaged interfaces, late notices, poor payment controls and informal site instructions can create delay, rework, cost growth and damaged supplier relationships.

This course develops the practical controls required to manage subcontractors from package strategy through close-out. Participants examine work package planning, procurement routes, prequalification, bid evaluation, contract formation, mobilisation, programme control, payment certification, variations, quality assurance, safety coordination, claims avoidance and dispute escalation. They apply recognised approaches including NEC4, FIDIC, ISO 31000 risk management and earned value analysis, while distinguishing contractual rights from operational management actions.

Teaching combines short instructor briefings with construction, infrastructure, energy and facilities-management cases. Participants work through tender documents, subcontract clauses, programme updates, payment records, change notices and performance data in small groups. They progressively build a subcontract management pack for a realistic package, then test it against delay, quality failure, scope change and payment scenarios. Each participant leaves with a structured set of reusable templates and a completed subcontract management plan adapted to their own project context.

The course is suited to professionals who already work with suppliers, contractors or project delivery teams and need stronger control of subcontracted work. It is relevant to capital projects, public works, maintenance contracts, technology implementation, outsourced operations and major service agreements.

What you will be able to do

  • Develop a subcontract packaging strategy using work breakdown structures and interface maps
  • Evaluate subcontractor capability through prequalification criteria, bid scoring and due diligence
  • Draft scope, pricing, programme and performance requirements for a subcontract package
  • Administer subcontract obligations using notices, registers, meeting records and change controls
  • Measure subcontractor progress using earned value, milestone tracking and productivity indicators
  • Assess variations, delay events and payment applications using contractual entitlement principles
  • Manage subcontractor risk through ISO 31000 registers, mitigation actions and escalation routes
  • Produce and present a complete subcontract management plan for a live-style package

Benefits of attending

For you

  • Greater confidence leading subcontractor performance and commercial review meetings
  • Practical evidence for progression into contracts or commercial management roles
  • Stronger ability to identify entitlement issues before they become formal disputes
  • Reusable documentation for administering scope, change, payment and close-out
  • Improved judgement when balancing operational urgency against contractual procedure

For your organisation

  • Clearer subcontract scopes and interfaces before work starts on site
  • Earlier detection of delay, productivity loss, quality failure and payment risk
  • More consistent records supporting payment decisions and change assessments
  • Reduced exposure to avoidable claims caused by late notices or informal instructions
  • Stronger supplier accountability while maintaining workable commercial relationships

Course modules

17 modules over 10 days

Participants can select a subcontracting approach aligned with project scope, risk and delivery constraints.

  • Make-buy analysis for self-delivery, subcontracting and specialist package decisions
  • Work breakdown structures separating deliverables, work packages and control accounts
  • Packaging strategy based on market capacity, interfaces and risk allocation
  • Procurement routes: competitive tender, negotiated tender, framework and direct award
  • RACI matrix defining client, contractor, subcontractor and consultant responsibilities
  • Interface maps tracing physical, technical, programme and information dependencies

Participants can define a measurable subcontract scope with clear boundaries, deliverables and acceptance criteria.

  • Scope statements separating included work, exclusions, assumptions and constraints
  • Technical specifications linked to drawings, standards, methods and tolerances
  • Bills of quantities, schedules of rates and lump-sum pricing structures
  • Acceptance criteria using inspection points, test plans and handover records
  • Interface schedules allocating temporary works, access, utilities and coordination duties
  • Document hierarchy resolving conflicts between drawings, specifications and subcontract conditions

Participants can assess prospective subcontractors using evidence-based capability and risk criteria.

  • Prequalification questionnaires assessing competence, capacity, financial standing and compliance
  • Financial due diligence using liquidity, solvency, turnover and cash-flow indicators
  • Past-performance checks using references, completion records and defect history
  • Supply-chain mapping identifying tier-two dependencies, single points and critical materials
  • Health and safety competence assessed through policies, incident data and certifications
  • Sanctions, anti-bribery and beneficial ownership checks before bidder shortlisting

Participants can run a transparent tender evaluation and make a defensible subcontract award recommendation.

  • Invitation-to-tender packs defining instructions, returnables, deadlines and clarifications
  • Weighted evaluation matrices combining technical, commercial, quality and safety criteria
  • Bid normalisation comparing exclusions, qualifications, assumptions and pricing bases
  • Clarification logs preserving equal treatment and an auditable tender record
  • Abnormally low bid analysis using resource plans, productivity and cost breakdowns
  • Award recommendations documenting evaluation evidence, approvals and residual risks

Participants can identify key subcontract clauses and align risk allocation with package controls.

  • Flow-down clauses transferring relevant head-contract obligations to subcontractors
  • NEC4 subcontract mechanisms for early warnings, compensation events and communications
  • FIDIC principles covering notices, claims, variations and dispute avoidance
  • Indemnities, limitations of liability, insurance requirements and consequential loss
  • Payment terms addressing valuation, retention, set-off, tax and currency
  • Termination provisions covering default, insolvency, convenience and demobilisation obligations

Participants can prepare a mobilisation plan that establishes controls before subcontract work begins.

  • Kick-off agendas confirming scope, programme, interfaces, risks and communication routes
  • Mobilisation checklists covering insurance, bonds, permits, personnel and equipment
  • Submittal registers controlling drawings, method statements, samples and approvals
  • Baseline programme review testing logic, durations, resources and critical activities
  • Site induction requirements covering access, welfare, security and emergency arrangements
  • Document control protocols defining revision status, distribution and acknowledgement records

Participants can coordinate subcontract programmes and manage dependencies affecting completion dates.

  • Critical path method identifying controlling activities, float and completion exposure
  • Look-ahead planning converting baseline schedules into weekly executable commitments
  • Constraint logs recording access, design, materials, permits and predecessor dependencies
  • Milestone schedules linking subcontract deliverables to payment and acceptance events
  • Interface meetings resolving handovers between trades, disciplines and package boundaries
  • Recovery programmes testing acceleration measures, resequencing and resource feasibility

Participants can measure subcontract progress using objective production, cost and schedule indicators.

  • Earned value management calculating planned value, earned value and actual cost
  • Schedule performance index and cost performance index interpreted for subcontract decisions
  • Quantity tracking against bills, installed work and certified milestones
  • Productivity dashboards comparing planned output, actual output and labour hours
  • Weekly progress reports linking achievements, constraints, forecasts and corrective actions
  • Traffic-light reporting with thresholds, owners, due dates and escalation triggers

Participants can control subcontract quality through planned inspections, records and corrective action.

  • Inspection and test plans defining hold points, witness points and acceptance records
  • ISO 9001 principles applied to subcontract quality planning and evidence
  • Nonconformance reports recording defects, root causes, correction and verification
  • Five Whys analysis distinguishing immediate causes from systemic quality failures
  • Mock-up approval processes confirming materials, workmanship and finished standards
  • Defects registers assigning rectification owners, dates and closure evidence

Participants can integrate subcontractors into project safety and environmental control systems.

  • Permit-to-work systems controlling high-risk activities, isolations and authorisations
  • Task risk assessments identifying hazards, controls, residual risk and supervision
  • ISO 45001 responsibilities for consultation, competence, incident reporting and improvement
  • Toolbox talks communicating changing conditions, critical controls and workforce feedback
  • Environmental management plans addressing waste, spills, noise and protected areas
  • Incident investigations applying barrier analysis, corrective actions and lessons learned

Participants can assess payment applications and maintain accurate subcontract cost records.

  • Payment schedules aligning valuations, certification dates, retention and payment deadlines
  • Measurement rules verifying completed quantities, approved rates and supporting records
  • Payment application reviews reconciling progress, variations, materials and deductions
  • Cash-flow forecasts incorporating certified work, retention releases and committed costs
  • Cost-to-complete analysis comparing subcontract budget, forecast and approved changes
  • Commercial registers tracking commitments, accruals, liabilities and disputed amounts

Participants can administer subcontract changes from instruction through valuation and implementation.

  • Change registers recording origin, scope, notice status, valuation and approval
  • Written instruction protocols preventing unauthorised site directions and scope creep
  • Variation quotations separating labour, materials, plant, overheads and profit
  • Time impact analysis assessing change effects on sequence and completion
  • Change control boards reviewing authority, budget, programme and contractual entitlement
  • Configuration management maintaining approved drawings, revisions and technical baselines

Participants can identify subcontract risks and implement proportionate recovery and escalation actions.

  • ISO 31000 risk registers recording causes, events, impacts and treatment actions
  • Probability-impact matrices prioritising schedule, cost, safety and quality exposures
  • Early warning notices escalating emerging risks before material project impact
  • Performance improvement plans setting targets, actions, owners and review dates
  • Step-in rights, supplementary resources and replacement options assessed carefully
  • Escalation ladders linking operational resolution, management intervention and formal remedies

Participants can preserve contractual position while seeking timely resolution of subcontract disputes.

  • Notice registers tracking contractual deadlines, recipients, evidence and response status
  • Contemporaneous records including daily reports, photographs, correspondence and meeting minutes
  • Entitlement analysis connecting contractual clauses, causation, evidence and quantum
  • Without-prejudice negotiations separating settlement discussions from contractual communications
  • Dispute avoidance boards and adjudication routes under applicable contract terms
  • Claims chronologies presenting events, notices, impacts, mitigation and outstanding issues

Participants can run structured subcontractor meetings that drive accountability and practical resolution.

  • Meeting cadence linking daily coordination, weekly progress and monthly commercial reviews
  • Action trackers assigning deliverables, owners, due dates and verification evidence
  • Interest-based negotiation separating positions, interests, options and objective criteria
  • Escalation protocols distinguishing routine issues, material breaches and executive decisions
  • Supplier relationship segmentation based on criticality, dependency and performance risk
  • Communication plans defining reporting formats, authority levels and decision channels

Participants can close a subcontract with complete records, accepted deliverables and documented lessons.

  • Completion checklists covering commissioning, as-built records, training and spare parts
  • Punch lists recording outstanding items, owners, deadlines and acceptance evidence
  • Final account procedures reconciling contract sum, variations, claims and releases
  • Retention release conditions linked to defects correction and contractual milestones
  • Supplier scorecards assessing safety, quality, programme, commercial and relationship performance
  • Lessons-learned reviews converting recurring issues into future tender and mobilisation controls

Participants can build, review and present a complete subcontract management pack for a defined project package.

  • Package strategy setting scope boundaries, procurement route and allocation rationale
  • Prequalification and evaluation criteria matched to package risks and market capacity
  • Subcontract administration plan covering notices, records, meetings and authority levels
  • Programme, performance and payment controls integrated into one reporting cycle
  • Risk, change and claims registers supported by evidence and escalation routes
  • Peer review testing completeness, practicality, contractual alignment and presentation quality

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Subcontract management plan template
  2. Subcontractor prequalification and bid evaluation matrix
  3. Scope, interface and acceptance criteria checklist
  4. Subcontract administration register suite
  5. Progress, payment and performance dashboard model
  6. Variation, risk and claims control pack

Who should attend

  • Contracts Managers — need disciplined controls for subcontract formation and administration
  • Project Managers — coordinate subcontracted scope, interfaces, programme and performance
  • Commercial Managers — assess pricing, payments, variations and commercial exposure
  • Procurement Managers — source, evaluate and appoint capable subcontractors
  • Site and Construction Managers — direct subcontractor work while preserving contractual records
  • Contract Administrators — maintain notices, registers, certifications and close-out documentation

Skills and tools covered

Subcontract package strategyTender evaluationContract administrationProgress measurementChange controlClaims prevention

Tools and standards

NEC4 Engineering and Construction Subcontract, FIDIC Conditions of Subcontract, ISO 31000 Risk Management, Earned Value Management

How the course runs

Training methodology

Instructor briefings introduce contract administration methods, procurement controls and performance measures before participants apply them to realistic subcontract packages. Case work examines tender decisions, programme slippage, defective work, change notices and disputed payments. Group exercises use bid scoring, risk registers, notice drafting, progress data and negotiation scenarios. Simulations test responses to subcontractor underperformance and competing project priorities. Participants build their own management pack throughout the course and receive structured peer and instructor review before the final presentation.

Requirements and prerequisites

Participants should have practical exposure to projects, procurement, contract administration, site delivery or supplier management. They should be able to read a basic contract, scope of work, programme and payment application, and should understand common project terms such as variation, milestone, retention and defect. Experience with subcontractors is useful but not essential. The course does not require legal qualification, quantity surveying credentials, advanced finance knowledge or prior use of NEC4 or FIDIC. Participants may bring a current subcontract package or project scenario for application planning.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should understand basic project delivery, procurement or supplier management and be comfortable reading project documents. Legal training and prior experience with NEC4 or FIDIC are not required.

A current or recent subcontract package, scope, programme or supplier issue is useful for application planning. Sensitive documents should be anonymised before being brought into the classroom or online session.

The course is designed for contracts, commercial, project, procurement and site professionals who manage subcontracted work. It also suits professionals moving from operational supervision into formal subcontract administration.

General contract management addresses wider contracting principles across buyers, suppliers and agreement types. This course concentrates on the operational and commercial controls required after subcontract packages are planned, awarded and mobilised.

Participants build a management pack using reusable templates for scope, evaluation, reporting, payment, change and risk control. The methods can be applied to construction, maintenance, facilities, technology and outsourced service packages.

Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. The first part establishes package strategy and administration foundations, while the later sessions focus on performance, change, claims, close-out and the capstone presentation.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.