Agenda

Registration:                        8:00 – 8:30 am

Morning Session:                8:30 am – 12:00 pm

Lunch (On your own):         12:00 – 1:00 pm

Afternoon Session:             1:00 – 4:30 pm

Construction Contract Fundamentals 
J. Dorsey

    Contract terminology
      • Parties, consideration, term, performance, substantial performance,
        breach, remedies, damages
   Understanding types of construction contracts:
      • Stipulated sum
      • Cost plus fee
      • Design build
      • Construction management
   Understanding roles and relationships of project participants:
      • Owners, architects/engineers, construction managers, contractors, subs and suppliers
   Contract negotiation and drafting
   Exploring the law of construction contract interpretation

The Primary AIA Contract Documents 
C. Williamson

   A101 – 2017 Standard Form of Agreement Between Owner and Contractor
      (Stipulated Sum)
   A102 – 2017 Standard Form of Agreement Between Owner and Contractor
      (Cost Plus Fee with GMP)
   B101 – 2017 Standard Form of Agreement Between Owner and Architect
   A133 – 2009 Standard Form of Agreement Between Owner and Construction Manager
      Where Construction Manager is also Constructor
   A401 – 2017 Standard Form of Agreement Between Contractor and Subcontractor

AIA A201: General Conditions 
J. Spang/ K. Berr

   Overview of new updates to AIA documents
   General provisions
   Project participants: owner, contractor, architect, engineer, subcontractors
   Changes in the work
   Time, payments and completion
   Protection of persons and property, insurance and bonds
   Defects in and correction of work
   Miscellaneous provisions
   Termination, suspension, claims and disputes

Supplemental or Alternate AIA Contract Documents 
M. Bonavitacola

   A105 – 2017 Standard Form of Agreement Between Owner and Contractor
      for a Residential or Small Commercial Project
   A107 – 2017 Standard Form of Agreement Between Owner and Contractor
      for a Project of Limited Scope
   B105 – 2017 Standard Form of Agreement Between Owner and Architect
      for a Residential or Small Commercial Project
   The “SP” Series for Sustainable Projects
   AIA Contract Documents for Digital Practice

Credits

Professional Engineers
     6.5 PDHs

Architects
     6.5 AIA Learning Units

Attorneys
     6.5S Pennsylvania CLE Hours
     6.5 Ohio CLE Hours

Contractors
     Non-Credit Continuing Ed.

Continuing Education Credit Information

This seminar is open to the public and offers 6.5 PDHs to professional engineers in most states and 6.5 non-credit continuing education hours to Pennsylvania architects. Educators and courses for Pennsylvania engineers are not subject to pre-approval in Pennsylvania.

This seminar is approved by the American Institute of Architects for 6.5 Learning Units (Sponsor No. J885). The AIA does not consider the content of this course to be HSW. Only full attendance can be reported to the AIA/CES.

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.

The Pennsylvania CLE Board has approved this program for 6.5 substantive CLE hours for attorneys. The Ohio Supreme Court Commission on CLE has approved this event for 6.5 CLE hours for attorneys.

This program 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

Kristopher Berr

Pepper Hamilton, LLP

Pepper Hamilton, LLP – Philadelphia, PA
Mr. Berr focuses his practice on construction-related matters. He counsels and represents owners, construction managers, EPC contractors, general contractors and subcontractors in all phases of the construction process and on a wide range of projects including process plants, mass transit systems, highways, transmission lines, locks and dams, and other commercial and government construction projects. He represents clients in state and federal court litigation and alternative dispute resolution proceedings. Mr. Berr assists clients with risk assessments, contract review and negotiation, and provides counsel on project management issues. A substantial portion of Mr. Berr’s practice involves the drafting and negotiation of design and construction contracts, and the administration of those contracts. Mr. Berr also represents and counsels clients on matters involving federal, state and local government contracts. He advises and represents clients in bid protests and resolves disputes, including the preparation and litigation claims and requests for equitable adjustment (REAs) on federal construction projects.

Mark Bonavitacola

Davis Bucco

Davis Bucco – Conshohocken, PA
Mr. Bonavitacola is an associate at Davis Bucco, PC, a boutique commercial litigation firm in Conshohocken, Pennsylvania. He represents clients in a broad variety of commercial litigation matters across the construction industry and provides non-litigation assistance in contract negotiations, risk management, information seminars and other areas. Mr. Bonavitacola has past experience representing architects, engineers and other professionals in professional liability suits and has been in construction litigation since 2012. A native of Broomall, Pennsylvania, Mr. Bonavitacola is admitted to practice law in Pennsylvania, New Jersey and the Eastern District of Pennsylvania.

John Dorsey

Davis Bucco

Davis Bucco – Conshohocken, PA
Mr. Dorsey is an attorney with nearly 20 years of litigation and transactional experience in Pennsylvania, New Jersey and Massachusetts. His practice focuses on construction, real estate and commercial matters. Mr. Dorsey comes to Davis Bucco after previously serving as in-house counsel at the Keating Building Company and the Tutor Perini Corporation, where he managed over $1 billion in subcontractor procurement as well as owner-contactor agreement negotiations, public procurement, litigation and corporate matters. He also served as a senior associate at the law firm Richardson Patel where he litigated complex construction and commercial matters in multiple jurisdictions before opening his own firm to focus on the efficient delivery of legal services to construction, real estate and commercial clients. Mr. Dorsey also served as an assistant attorney general for the Commonwealth of Massachusetts litigating public construction and other public contract disputes. Prior to serving as an assistant attorney general, he served as an assistant commissioner for the Boston Inspection Services Department where he prosecuted distressed property cases and developed polices to implement building, housing and zoning code regulations for the City of Boston.

Jason Spang

Pepper Hamilton LLP

Pepper Hamilton, LLP – Philadelphia, PA
Mr. Spang focuses his practice on construction-related matters. He represents clients in each phase of the construction process, including contract negotiation and formation, project counseling and dispute avoidance, and formal dispute resolution. His practice involves public and private construction and both domestic and international projects. Before receiving his law degree, Mr. Spang held various roles in the construction industry, working for a general contractor, a construction manager and a consulting firm. He holds a professional engineering license in the State of New Jersey and is a U.S. Green Building Council LEED® Accredited Professional.

Carter Williamson

Horn Williamson, LLC

Horn Williamson, LLC – Philadelphia, PA
Mr. Williamson is a construction attorney who represents construction industry clients including contractors, subcontractors, suppliers and owners. He litigates, arbitrates and resolves construction matters from routine disputes to complex, multi-party litigation. Mr. Williamson has negotiated construction contracts with owners and subcontractors, which are valued in excess of $350M. On a day-to-day basis, he counsels contractors on daily operational and legal matters, including subcontractor pre-qualification, risk assessment, claims analysis, and mitigation of subcontractor defaults. His practice spans the five-county Philadelphia area; he is admitted to practice in the United States District Court for the Eastern District of Pennsylvania, the Third Circuit Court of Appeals, and New Jersey State and Federal courts.

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: AIA Contract Document Workshop

Delivery Method: Live

Course Description: This 6.5 hour live lecture presentation is a detailed examination of construction contact terminology, types of construction types, roles and relationships of project participants, legal aspects of construction contacts, and select AIA contract documents.

Learning Objectives:

Learning Objective 1:
Learners will be able to know when to use AIA Standard forms A101-2017, A102-2017, B101-2017, A133-2009, and A401-2017, and they will be able to identify the obligations and project participant relationships that are created by those agreements.

Learning Objective 2:
Learners will be able to know when to use and understand the obligations of supplemental or alternate AIA contract documents A105-2017, A107-2017, B105-2017, and “SP” Series for Sustainable Projects.

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

Learning Objective 4:
Learners will be able to identify changes to AIA A201: General Conditions affecting project participant relationships, changes in work, time, payments and completion, protection of persons and property, insurance and bonds, defects and correction of work, termination, suspension, claims and disputes.

LUs: 6.5                                                                                              LU Type:  LUs

Prerequisites: Experience with construction contracting.

Advance Preparation: None

Program Level: Intermediate

Course Expiration Date: 05/15/2022

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.

Streamable MP4/PDF Price: $269.00