Agenda

Registration:                        8:00 – 8:30 am

Morning Session:                8:30 am – 12:30 pm

Lunch (On your own):         12:30 – 1:30 pm

Afternoon Session:             1:30 – 5:00 pm

Understanding Construction Contract Essentials 
D. Evans

    Examining contract terminology: parties, consideration, term, performance, substantial 
      performance, breach, remedies, damages
   Studying roles and relationships of project participants: owners, 
      architects/engineers, construction managers, contractors, 
      subs and suppliers
   Understanding the project delivery system: traditional design-bid-build, 
      design-build, construction manager at risk, multiple prime contractor, 
      owner control
   Understanding types of construction contracts: lump sum, cost plus, 
      time and materials, unit pricing
   Exploring the law of construction contract interpretation

Reviewing Bidding Documents 
G. Egle

   Invitation
   Bid form
   Instructions
   Bid bond
   Information 
   Addenda

Reviewing Project Documents 
D. Utz

   Use of standard forms or custom documents
   Agreement 
   Performance bond
   Payment bond 
   Contract conditions general and supplementary
   Specifications Format, CSI 1995 and 2004
   Shop drawings
   Contract modifications change orders, directives, etc.

Understanding Issues in Contract Administration 
K. Shirk

   Insurance and indemnity issues
   Chain of command issues
   Subcontracts
   Changes and change orders
   Payments
   Substantial and final completion
   Breach and pitfalls

Examining Contract Changes and Addressing Problems 
C. Soper

   Changed conditions
   Project documentation
   Delays, acceleration
   Handling payment claims and final payments
   Resolving disputes through mediation, arbitration, litigation
   Understanding contractual and statutory warranties

Comparing Standardized Construction Documents 
K. Ray

   American Institute of Architects
   ConsensusDocs
   Engineers Joint Contract Documents Committee EJCDC)

Credits

Professional Engineers
     7.0 PDHs

Architects
     7.0 HSW CEHs
     7.0 AIA LU|Elective

Contractors
     Non-Credit Continuing Ed.

Attorneys
     8.0 General Credits

Continuing Education Credit Information

This seminar is open to the public and offers 7.0 HSW continuing education hours to architects in all states. Educators and courses are not subject to preapproval in Colorado.

This seminar is approved by the American Institute of Architects Continuing Education System for 7.0 LU|Elective (Sponsor No. J885). Only full attendance can be reported to the AIA/CES. Visit www.halfmoonsemnars.org for complete AIA/CES information under this course listing.

This course also offers 7.0 PDHs to professional engineers in all states with mandatory continuing education.

HalfMoon Education is an approved continuing education sponsor for engineers in Florida, Indiana (License No. CE21700059), Maryland, New Jersey (Approval No. 24GP00000700), North Carolina, and North Dakota. HalfMoon Education is deemed an approved continuing education sponsor for New York engineers and architects.

This Course is approved for 8.0 general credits for attorneys by the Colorado Supreme Court Office of Continuing Legal and Judicial Education.

This event also offers a non-credit continuing education opportunity to construction contractors. It has not been submitted to any state contractor licensing entity for continuing education approval.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers

Gilbert Egle

Preeo Silverman Green & Egle, P.C., in Centennial, CO

Mr. Egle is a partner at Preeo Silverman Green & Egle, P.C., with over 30 years of experience in the practice of law. He actively represents clients in a wide range of business, litigation and construction matters. His construction practice includes representation of owners, general contractors, subcontractors, suppliers and design professionals in contract drafting and negotiations, mechanic’s liens and verified claims, bond claims, arbitration, and litigation involving claims and other construction issues. Mr. Egle is a frequent speaker on construction topics and for a number of years taught classes to contractors on many aspects of construction contracts.

Daniel Evans

Gordon Rees Scully Mansukhani LLP

Daniel E. Evans is a partner in the Denver office of Gordon Rees Scully Mansukhani LLP, practicing in the Construction and Commercial Litigation Practice Groups. He is an experienced litigator and trial attorney with more than 25 years of successfully representing architects, engineers, general contractors, subcontractors, and suppliers in construction matters. He has extensive experience handling construction defects as well as architect and engineer errors and omissions in design. Mr. Evans works on delay/impact, acceleration, inefficiency, cost overrun, Miller Act, and warranty disputes. He also helps his design and construction clients with developing and negotiating their contracts.

Keith Ray

The Ray Law Firm, LLC

Keith Ray is the owner of The Ray Law Firm, LLC, which has a nationwide subrogation practice handling large losses of all types ranging from single family homes to multimillion-dollar fire and water losses at hotels and other commercial properties. His subrogation practice primarily consists of handling property losses involving construction defects, products liability, contract and general negligence claims from the initial scene exam through recovery. He has over 20 years of experience litigating a diverse array of cases in federal and state courts throughout the United States. Mr. Ray is admitted in Colorado and Texas as well as numerous federal district courts and circuit courts of appeals.

Kelley Shirk

Kelley G. Shirk is a member at Hall & Evans, LLC, where she supports the Construction & Design, Public Entity, and Real Estate practice groups. Her trial practice includes construction defect defense, contract and complex commercial litigation disputes, professional liability defense, land use litigation, and other property law disputes. In addition to her litigation background, Ms. Shirk also provides counseling to a variety of public entities, nonprofits, businesses, and corporations, along with representing clients in transactional matters related to real estate law. Her litigation practice provides a unique perspective when allocating risks in contracts to avoid common pitfalls that lead to or escalate litigation.

Christopher Soper

Taylor Anderson LLP

Christopher P. Soper is Of Counsel at Taylor Anderson LLP. He has handled the litigation, arbitration and mediation of hundreds of construction disputes. His practice also involves the review and negotiation of construction contract documents and counseling while construction projects are ongoing. Mr. Soper has represented owners, general contractors, subcontractors, suppliers and sureties on public and private projects in matters involving breach of contract, fraudulent misrepresentation, cost overruns, delay claims, acceleration claims, inefficiency claims, construction deficiencies, cardinal change claims, bid protests, lien and bond claims, specification disputes, and pay-if-paid/pay-when-paid payment disputes.

Diane C. Utz

Founder of Utz Construction Law, LLC (Denver, CO)
Ms. Utz’s practice focuses on construction litigation, insurance defense, surety representation, and government contracting in Washington, Idaho, Oregon, and Colorado. Her extensive construction field experience provides a unique, practical insight into the issues that can arise during the construction process. Ms. Utz holds a B.S. degree in Construction Management from Purdue University and a law degree from Seattle University School of Law. In addition to her legal practice, Ms. Utz is also the president of Artemis Construction Management, where she provides owner’s representative services for high-end home and commercial building construction.

AIA Info

AIA Provider Statement:

HalfMoon Education Inc. is a registered provider of AIA-approved continuing education under Provider Number J885. All registered AIA/CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider of learning program may be sent to AIA/CES (cesupport@aia.org or (800) AIA 3837, Option 3).

This learning program is registered with AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.

AIA continuing education credit has been reviewed and approved by AIA/CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA/CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

Course Title: Construction Contract Workshop

Delivery Method: Live

Course Description: This course covers contract terminology, the types of construction contracts, the roles and relationships of project participants, bidding documents, standard and custom documents, contract administration, legal issues, and dispute resolution.

Learning Objectives: 

Learning Objective 1:
Learners will be able to identify and describe bidding documents and project documents, including standard forms and custom documents.

Learning Objective 2:
Learners will be able to discuss issues in contract administration, including insurance and indemnity, chain of command, changes, and change orders, substantial and final completion, breach, subcontracts, and payments, and learners will be able to explain dispute resolution techniques.

Learning Objective 3:
Learners will be able to define key contract terminology, describe the types of construction contracts, and explain the roles and relationships of the project participants.

Learning Objective 4:
Learners will be able to to evaluate and compare standard construction documents, including those of the AIA, ConsensusDocs, and Engineers Joint Contract Documents Committee.

LUs: 7.0                                                                                              LU Type: LUs.

Prerequisites: Familiarity with construction documents and contracts.

Advance Preparation: None

Program Level: Intermediate

Course Expiration Date: 08/30/2022

Complaint Resolution Policy:

Complaints regarding this course can be emailed to doug@halfmoonseminars.org or by calling (715) 835-5900. A HalfMoon Education representative will respond within 72 hours to resolve the complaint, which will include, but not limited to, access to another CE activity at no or reduced cost or a full or partial refund. Each instance will be resolved on a case-by-case situation.

CD/Manual Price: $289.00

Currently, our self-study products DO NOT qualify for AIA, LACES, ASLA or CLARB credit.

HalfMoon will mail you these materials via USPS. Please allow 5 weeks from the date of purchase to receive your product. If the live seminar is in the future, please allow 5 weeks from the date of the live seminar.

The CD/Manual package includes an audio recording of a live seminar on CDs, along with a bound copy of the manual that was distributed at the seminar. The manual contains written materials prepared by the seminar speaker(s).

The CDs contain embedded number codes, which you are required to document and return to HalfMoon if you wish to obtain a certificate of completion for the program. The acceptance of self-administered continuing education activities vary widely between states and professions. Before undertaking any self-study effort, you should review the rules of your licensing/certifying entity.

HalfMoon Education guarantees its products. The self-study products are recorded from a live seminar and there are circumstances where an audio recording is not available. HalfMoon will contact you and issue a full refund if the product you ordered is not available. If you are not happy with a product you receive, you can return the product for a full refund. However, refunds will not be issued if completion certificates are requested.

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