8 Commercial & Contract Management Certification Program (CCM) courses in Manchester
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Capacity Planning, Forecasting & Budgets
By Mpi Learning - Professional Learning And Development Provider
Understanding how to plan for capacity, be able to forecast and manage budgets is a critical skill in today's leadership and management environment. This programme will not only support your understanding but will also help you to practically put the learning into practice.
Contract management for practitioners (In-House)
By The In House Training Company
This two-day programme gives the key insights and understanding of contracting principles and the impact they have on business and operations. The course is designed for individuals involved in or supporting contracting who want to improve their commercial management skills; individuals in functions such as project management, business development, finance, operations who need practical training in commercial management; general audiences wanting to gain a basic understanding of commercial management. This is an assessed programme, leading to the International Association for Contracts & Commercial Management (IACCM)'s coveted Contract and Commercial Management Associate (CCMA) qualification. The programme addresses 31 different subject areas, across the five stages of the contracting process. By the end of the course the participants will be able, among other things, to: * Develop robust contract plans, including scope of work and award strategies * Conduct effective contracting activities, including ITT, RFP, negotiated outcomes * Negotiate effectively with key stakeholders, making use of the key skills of persuading and influencing and to work with stakeholders to improve outcomes * Set up and maintain contract management systems * Take a proactive approach to managing contracts * Make effective use of lessons learned to promote improvements from less than optimal outcomes, using appropriate templates * Develop and monitor appropriate and robust Key Performance Indicators to manage the contractor and facilitate improved performance * Understand the approvals process and how to develop and present robust propositions * Make appropriate use of best practice contract management tools, techniques and templates DAY ONE 1 INTRODUCTIONS * Aims * Objectives * Plan for the day 2 COMMERCIAL CONTEXT * Explaining the contracting context * Define the key objective * The importance of contact management * Impact upon the business 3 STAKEHOLDERS * How to undertake stakeholder mapping and analysis * Shared vision concept, * How to engage with HSE, Finance, Operations 4 ROLES AND RESPONSIBILITIES * Exploring the key roles and responsibilities of contract administrators, HSE, Finance, Divisional managers, etc 5 INITIATING THE CONTRACT CYCLE * Overview of the contracting cycle * Requirement to tender * Methods * Rationale and exceptions 6 SPECIFICATIONS * Developing robust scope of works * Use of performance specifications * Output based SOW 7 STRATEGY AND AWARD CRITERIA * Developing a robust contract strategy * Award submissions/criteria 8 MANAGING THE TENDER PROCESS * Review the pre-qualification process * Vendor registration rules and processes * Creation of bidder lists * Evaluation, short listing, and how to use of the 10Cs© model template and app 9 TYPES OF CONTRACT * Classify the different types of contracts * Call-offs * Framework agreement * Price agreements * Supply agreements 10 THE CONTRACT I: PRICE * Understanding contract terms * Methods of compensation * Lump sum, unit price, cost plus, time and materials, alternative methods * Cost plus a fee, target cost, gain share contracts * Advanced payments * Price escalation clauses DAY TWO 11 RISK * How to manage risks * Risk classification * Mitigation of contractual risks 12 CONTRACTOR RELATIONSHIP MANAGEMENT SESSION * Effectively managing relationships with contractors, * Types of relationships * Driving forces? * Link between type of contract and style of relationship 13 DISPUTES * Dealing with disputes * Conflict resolution * Negotiation * Mediation * Arbitration 14 CONTRACT MANAGEMENT * Measuring and improving contract performance * Using KPIs and SLAs * Benchmarking * Cost controls 15 THE CONTRACT II: TERMS AND CONDITIONS * Contract terms and conditions * Legal aspects * Drafting special terms 16 MANAGING CLAIMS AND VARIATIONS * How to manage contract and works variations orders * Identifying the causes of variations * Contractor claims process 17 COMPLETION * Contract close-out process * Acceptance/completion * Capture the learning/HSE * Final payments, evaluation of performance 18 CLOSE * Review * Final assessment
Introduction to contract management (In-House)
By The In House Training Company
This very practical one-day IACCM-approved programme enables participants to manage the process of commercial contracting and contract management effectively and efficiently to ensure value for money, improved service, and appropriate relationships. It covers a wide range of contract types in terms of risk and value. The programme empowers participants with the tools and techniques needed to collaborate with all key stakeholders. By the end of the programme participants will be able to: * Understand the total process of managing contracts * Exploit opportunities to extract even more added value * Develop appropriate relationships with contractors * Understand and use a range of contracting strategies and options * Measure and improve contract performance * Understand the impact of legislation on contract performance 1 WELCOME * Introductions * Aims and objectives * Plan for the day 2 CONTRACT MANAGEMENT * An overview of the contracting process, mapping the 'territory' 3 CONTRACT MANAGERS * Skills * Knowledge * Attributes * Responsibilities 4 CRITICAL SUCCESS FACTORS * Defining successful outcomes * Effective stakeholder engagement * Creating a shared vision of the outcomes 5 PLACING CONTRACTS * How to develop an effective specification and scope of work documents * How to develop a robust contracting strategy * Appropriate types of contract 6 CUSTOMERS AND STAKEHOLDERS * Customer and stakeholder analysis * Managing expectations and the 'shared vision' concept to ensure customer co-operation, satisfaction, and delight 7 WORKING WITH SUPPLIERS * Creating and developing commercial relationships * Types of relationship * How to manage difficult relationships * Contractor motivational issues * How to use incentives 8 NEGOTIATION AND RELATED SKILLS * Introduction to key negotiation skills * Persuading and influencing skills to work with stakeholders to improve outcomes for all 9 DEALING WITH CHANGE * Claims and variations * How to challenge contractor claims and requests for variations by making use of contractual terms * Specifications to prevent false claims 10 PERFORMANCE IMPROVEMENT * How to measure and improve contractor performance * Developing KPI systems * Using contractual terms and conditions and basic legal principles 11 CONTRACT CLOSE * The importance of effective contract close processes 12 CLOSE * Review of key learning points * Personal action planning
Contract and commercial management for practitioners (In-House)
By The In House Training Company
This five-day programme empowers participants with the skills and knowledge to understand and effectively apply best practice commercial and contracting principles and techniques, ensuring better contractor performance and greater value add. This is an assessed programme, leading to the International Association for Contracts & Commercial Management (IACCM)'s coveted Contract and Commercial Management Practitioner (CCMP) qualification. By the end of this comprehensive programme the participants will be able to: * Develop robust contracting plans, including scopes of work and award strategies * Undertake early market engagements to maximise competition * Conduct effective contracting and commercial management activities, including ITT, RFP, negotiated outcomes * Understand the legalities of contract and commercial management * Negotiate effectively with key stakeholders and clients, making use of the key skills of persuading and influencing to optimise outcomes * Undertake effective Supplier Relationship Management * Appreciate the implications of national and organisational culture on contracting and commercial activities * Appreciate professional contract management standards * Set up and maintain contract and commercial management governance systems * Take a proactive, collaborative, and agile approach to managing commercial contracts * Develop and monitor appropriate and robust KPIs and SLAs to manage the contractor and facilitate improved contractor performance * Appreciate the cross-functional nature of contract management * Collaborate with clients to deliver sustainable performance and to manage and exceed client expectations * Understand the roles and responsibilities of contract and commercial managers * Use effective contractor selection and award methods and models (including the 10Cs model) and use these models to prepare robust propositions to clients * Make effective use of lessons learned to promote improvements from less than optimal outcomes, using appropriate templates * Effectively manage the process of change, claims, variations, and dispute resolution * Develop and present robust propositions * Make appropriate use of best practice contract and commercial management tools, techniques, and templates DAY ONE 1 INTRODUCTION * Aims * Objectives * KPIs * Learning strategies * Plan for the programme 2 THE CONTRACTING CONTEXT * Key objectives of contract management * Importance and impact on the business 3 CRITICAL SUCCESS FACTORS * Essential features of professional commercial and contract management and administration * The 6-step model 4 PUTTING THE 'MANAGEMENT' INTO COMMERCIAL AND CONTRACT MANAGEMENT * Traditional v 'new age' models * The need for a commercial approach * The added value generated 5 DEFINITIONS * 'Commercial management' * 'Contract management' * 'Contracting' * ... and why have formal contracts? 6 STAKEHOLDERS * Stakeholder mapping and analysis * The 'shared vision' concept * Engaging with key functions, eg, HSE, finance, operations 7 ROLES AND RESPONSIBILITIES * Contract administrators * Stakeholders 8 STRATEGY AND PLANNING * Developing effective contracting plans and strategies DAY TWO 1 CONTRACT CONTROL * Tools and techniques, including CPA and Gantt charts * A project management approach * Developing effective contract programmes 2 THE CONTRACTING CONTEXT * Key objectives of contract management * Importance and impact on the business 3 TENDERING * Overview of the contracting cycle * Requirement to tender * Methods * Rationale * Exceptions * Steps * Gateways * Controls * One and two package bids 4 TENDER ASSESSMENT AND CONTRACT AWARD I - FRAMEWORK * Tender board procedures * Role of the tender board (including minor and major tender boards) * Membership * Administration * Developing robust contract award strategies and presentations DAY THREE 1 TENDER ASSESSMENT AND CONTRACT AWARD II - PROCESSES * Pre-qualification processes * CRS * Vendor registration rules and processes * Creating bidder lists * Disqualification criteria * Short-listing * Using the 10Cs model * Contract award and contract execution processes 2 MINOR WORKS ORDERS * Process * Need for competition * Role and purpose * Controls * Risks 3 CONTRACT STRATEGY * Types of contract * Call-offs * Framework agreements * Price agreements * Supply agreements 4 CONTRACT TERMS I: PRICING STRUCTURES * Lump sum * Unit price * Cost plus * Time and materials * Alternative methods * Target cost * Gain share contracts * Advance payments * Price escalation clauses 5 CONTRACT TERMS II: OTHER FINANCIAL CLAUSES * Insurance * Currencies * Parent body guarantees * Tender bonds * Performance bonds * Retentions * Sub-contracting * Termination * Invoicing 6 CONTRACT TERMS III: RISK AND REWARD * Incentive contracts * Management and mitigation of contractual risk DAY FOUR 1 CONTRACT TERMS IV: JURISDICTION AND RELATED MATTERS * Applicable laws and regulations * Registration * Commercial registry * Commercial agencies 2 MANAGING THE CLIENT-CONTRACTOR RELATIONSHIP * Types of relationship * Driving forces * Link between type of contract and style of relationships * Motivation - use of incentives and remedies 3 DISPUTES * Types of dispute * Conflict resolution strategies * Negotiation * Mediation * Arbitration DAY FIVE 1 PERFORMANCE MEASUREMENT * KPIs * Benchmarking * Cost controls * Validity of savings * Balanced scorecards * Using the KPI template 2 PERSONAL QUALITIES OF THE CONTRACT MANAGER * Negotiation * Communication * Persuasion and influencing * Working in a matrix environment 3 CONTRACT TERMS V: DRAFTING SKILLS * Drafting special terms 4 VARIATIONS * Contract and works variation orders * Causes of variations * Risk management * Controls * Prevention * Negotiation with contractors 5 CLAIMS * Claims management processes * Controls * Risk mitigation * Schedules of rates 6 CLOSE-OUT * Contract close-out and acceptance / completion * HSE * Final payments * Performance evaluation * Capturing the learning 7 CLOSE * Review * Final assessment * Next steps
CDM 2015 - Understanding and achieving best practice (In-House)
By The In House Training Company
This course provides participants with a comprehensive understanding of the requirements of the CDM Regulations 2015 and how these should be implemented in practice. The Regulations are put in context with other key health and safety legislation. The programme sets out clearly the roles and responsibilities of the principal duty holders and explores with the participants how these roles may vary on different types of project and procurement routes. The programme examines the content and appropriate level of information that should be included in the Pre-Construction Information and the Construction Phase Plan. The trainer will discuss best practice in implementing CDM through the new 2015 Regulations and Guidance. This course is essential for anyone who is involved in the procurement, planning, design or implementation of construction work. The course will provide you with: * An overview of construction health and safety law, liability and enforcement * A detailed understanding of the 2015 CDM Regulations and the part they play with other key legislation * An explanation of the roles and responsibilities of all duty holders and the requirements for the CDM documentation * Clear advice on current best practice for complying with the principles of the CDM Regulations and the changes introduced by the 2015 Regulations * An understanding of how risk assessment should be applied practically throughout the design and how this responsibility is then transferred to contractors 1 INTRODUCTION * Why manage health and safety? * The costs of accidents * Construction industry statistics * Why CDM? * Health and safety culture in the construction industry 2 OVERVIEW OF HEALTH AND SAFETY LAW AND LIABILITIES * Criminal and civil law * Liability * Enforcement and prosecution * Compliance - how far do we go? * Statutory duties 3 HEALTH AND SAFETY LAW IN CONSTRUCTION * Framework of relevant legislation * Health and Safety at Work etc Act 1974 * Management of Health and Safety at Work Regulations 1999 * Construction (Design and Management) Regulations 2015 * Who is responsible for the risks created by construction work? * Shared workplaces/shared responsibilities * Control of contractors - importance of contract law 4 CONSTRUCTION (DESIGN AND MANAGEMENT) REGULATIONS 2015 * Scope - What is construction? * Application - When do they apply? * The CDM Management System * Duty holders (Client, Domestic Client, Designer, Principal Designer, Principal Contractor, Contractor) * Documents (HSE Notification, Pre-Construction Information, Construction Phase Health & Safety Plan, H&S File) * Management process * The 2015 Guidance 5 BEST PRACTICE - KEY ISSUES IN THE CDM PROCESS * The client and client management arrangements * Competence and resource under CDM 2015 * The role of the Principal Designer in practice * Design risk assessment and the role of the Designer * The CDM Documents (PCI, PCI Pack, Plan and File) * Construction health, safety and welfare * Making CDM work in practice 6 QUESTIONS, DISCUSSION AND REVIEW
CDM 2015 - Understanding and achieving best practice (In-House)
By The In House Training Company
This course provides participants with a comprehensive understanding of the requirements of the CDM Regulations 2015 and how these should be implemented in practice. The Regulations are put in context with other key health and safety legislation. The programme sets out clearly the roles and responsibilities of the principal duty holders and explores with the participants how these roles may vary on different types of project and procurement routes. The programme examines the content and appropriate level of information that should be included in the Pre-Construction Information and the Construction Phase Plan. The trainer will discuss best practice in implementing CDM through the new 2015 Regulations and Guidance. This course is essential for anyone who is involved in the procurement, planning, design or implementation of construction work. The course will provide you with: * An overview of construction health and safety law, liability and enforcement * A detailed understanding of the 2015 CDM Regulations and the part they play with other key legislation * An explanation of the roles and responsibilities of all duty holders and the requirements for the CDM documentation * Clear advice on current best practice for complying with the principles of the CDM Regulations and the changes introduced by the 2015 Regulations * An understanding of how risk assessment should be applied practically throughout the design and how this responsibility is then transferred to contractors 1 INTRODUCTION * Why manage health and safety? * The costs of accidents * Construction industry statistics * Why CDM? * Health and safety culture in the construction industry 2 OVERVIEW OF HEALTH AND SAFETY LAW AND LIABILITIES * Criminal and civil law * Liability * Enforcement and prosecution * Compliance - how far do we go? * Statutory duties 3 HEALTH AND SAFETY LAW IN CONSTRUCTION * Framework of relevant legislation * Health and Safety at Work etc Act 1974 * Management of Health and Safety at Work Regulations 1999 * Construction (Design and Management) Regulations 2015 * Who is responsible for the risks created by construction work? * Shared workplaces/shared responsibilities * Control of contractors - importance of contract law 4 CONSTRUCTION (DESIGN AND MANAGEMENT) REGULATIONS 2015 * Scope - What is construction? * Application - When do they apply? * The CDM Management System * Duty holders (Client, Domestic Client, Designer, Principal Designer, Principal Contractor, Contractor) * Documents (HSE Notification, Pre-Construction Information, Construction Phase Health & Safety Plan, H&S File) * Management process * The 2015 Guidance 5 BEST PRACTICE - KEY ISSUES IN THE CDM PROCESS * The client and client management arrangements * Competence and resource under CDM 2015 * The role of the Principal Designer in practice * Design risk assessment and the role of the Designer * The CDM Documents (PCI, PCI Pack, Plan and File) * Construction health, safety and welfare * Making CDM work in practice 6 QUESTIONS, DISCUSSION AND REVIEW
Commercial awareness for project staff and engineers (In-House)
By The In House Training Company
Nowadays not only do we rely on our commercial and sales staff to hit that bottom line but we expect our engineers and project teams to play their part too - not only through their engineering and management skills but by behaving in a commercially minded way in their dealings with their counterparts in customer or supplier organisations. This means understanding, amongst other things, the issues surrounding the commencement of work ahead of contract, having a clear contract baseline, recognising the broader implications of contract change, the need for timeliness and the consequences of failing to meet the contracted timetable. This practical one-day programme has been designed specifically to give engineers, project staff and others just that understanding. The course is designed principally to provide engineers and project staff with an appreciation of contractual obligations, liabilities, rights and remedies so that they understand the implications of their actions. It is also suitable for business development staff who are negotiating contracts on behalf of the business. The main focus of the day is on creating an awareness of when a situation may have commercial implications that would harm an organisation's business interests if not recognised and handled appropriately and how taking a positive but more commercial approach to those situations can lead to a more positive outcome for the business. As well as providing an understanding of the commercial imperatives the day also focuses on specific areas affecting engineers and project staff, such as the recognition and management of change, the risks when working outside the contract and managing delays in contracts. The course identifies the different remedies that may apply according to the reasons for the delay and provides some thoughts on pushing back should such situations arise. On completion of this programme the participants will: * appreciate the need for contractual controls and will have a better understanding of their relevance and how they can be applied, particularly the issues of starting work ahead of contract, implementing changes and inadvertently creating a binding contract by their behaviour; * have gained an understanding of the terminology and procedural issues pertaining to contracting within a programme; and * be more commercially aware and better equipped for their roles. 1 BASIC CONTRACT LAW - BIDDING AND CONTRACT FORMATION * Purpose of a contract * Contract formation - the key elements required to create a legally binding agreement * Completeness and enforceability * Express and implied terms * Conditions v warranties * The use of, and issues arising from, standard forms of sale and purchase * Use of 'subject to contract' * Letters of intent * Authority to commit 2 CHANGE MANAGEMENT * Recognising changes to a contracted requirement * Pricing change * Implementation and management of change 3 KEY CONTRACTING TERMS AND CONDITIONS By the end of this module participants will be able to identify the key principles associated with: * Pricing * Getting paid and retaining payment * Cashflow * Delivery and acceptance * Programme delays * Examining some reasons for non-performance... * Customer failure * Contractor's failure * No fault delays * ... and the consequences of non-performance: * * Damages claims * Liquidated damages * Force majeure * Continued performance * Waiver clauses and recent case law * Use of best/reasonable endeavours * Contract termination 4 WARRANTIES, INDEMNITIES AND LIABILITY * Express and implied warranties * Limiting liability 5 PROTECTION OF INFORMATION * Forms of intellectual property * Background/foreground intellectual property * Marking intellectual property * Intellectual property rights * Copyright * Software * Confidentiality agreements * Internet
