Advanced FIDIC Contract Management and Administration Course for Quantity Surveyors

Module 1: Introduction to the FIDIC Suite and Contract Selection

ü  Evolution of the FIDIC Rainbow Suite (Red, Yellow, Silver, Pink, Emerald)

ü  Key differences between the 1999 and 2017 Editions

ü  The structure of a FIDIC Contract: General Conditions vs. Particular Conditions

ü  The hierarchy of documents in a construction agreement

ü  Selecting the right book: Risk allocation vs. Design responsibility

ü  Practical Session: Comparative analysis exercise to match project scenarios with the appropriate FIDIC Book.

 

ü  Module 2: Roles and Responsibilities of the Key Parties

ü  Duties and authority of the Employer and the Contractor

ü  The pivotal role of "The Engineer" in Red and Yellow Books

ü  Delegation of authority and the role of assistants

ü  Contractor’s representative and site management obligations

ü  Compliance with local laws and permits

ü  Practical Session: Drafting a formal Delegation of Authority letter for the Engineer’s Representative.

 

Module 3: Commercial Management of Payments and Valuations

ü  The interim payment process: Application to Certification

ü  Managing Advance Payments and Retention Monies

ü  Final Statement and the Discharge process

ü  Currencies of payment and financial charges for late payment

ü  Schedule of Payments vs. Milestones

ü  Practical Session: Preparing an Interim Payment Certificate (IPC) including retention and mobilization recovery.

 

Module 4: Management of Variations and Adjustments

ü  The right to vary: Clause 13 procedures

ü  Valuation of variations: Using existing rates vs. new rates

ü  Provisional Sums and Dayworks management

ü  Adjustments for changes in Cost and changes in Legislation

ü  Value Engineering proposals by the Contractor

ü  Practical Session: Workshop on calculating new rates for a major variation in a civil works project.

 

Module 5: Time Management: Commencing, Delays, and Extensions

ü  Commencement of Works and Time for Completion

ü  The Program: Requirements for a valid baseline

ü  Extension of Time (EOT) for Completion: Grounds and logic

ü  Delay Damages vs. Liquidated Damages

ü  Acceleration of works: Contractual vs. Non-contractual

ü  Practical Session: Analyzing a project schedule to identify concurrent delays and EOT eligibility.

 

Module 6: Quality Control and Defects Liability

ü  Inspection, Testing, and Rejection procedures

ü  The Taking-Over process and the Taking-Over Certificate (TOC)

ü  The Defects Notification Period (DNP) obligations

ü  Latent vs. Patent defects

ü  Issuance of the Performance Certificate and final close-out

ü  Practical Session: Developing a checklist for the QS to transition from construction to the defects liability period.

 

Module 7: Suspension, Termination, and Force Majeure

ü  Employer’s vs. Contractor’s entitlement to suspend work

ü  Termination for default by the Contractor or Employer

ü  Termination for Convenience: Consequences and payments

ü  Definition and notice requirements for Force Majeure (Exceptional Events)

ü  Valuation of work at the date of termination

ü  Practical Session: Simulation of a "Notice to Correct" and subsequent termination accounting.

 

Module 8: Risk, Insurance, and Indemnities

ü  Shared risks vs. Contractor’s exclusive risks

ü  Care of the Works and Indemnities

ü  Intellectual and Industrial Property Rights

ü  Insurance requirements: CAR, Public Liability, and Professional Indemnity

ü  Limitation of Liability clauses

ü  Practical Session: Reviewing an insurance policy to ensure compliance with FIDIC Clause 18/19 requirements.

 

Module 9: Claim Procedures: Notices and Quantum Calculation

ü  The "Time-Bar" trap: Clause 20 notice requirements

ü  Contemporary records: What a QS must maintain for a successful claim

ü  Claims for additional payment: Cost vs. Profit

ü  Global claims vs. Segmented claims

ü  Evaluation of the claim by the Engineer/Representative

ü  Practical Session: Drafting a Clause 20 Notice of Claim and a preliminary Statement of Claim.

 

Module 10: Dispute Avoidance and Resolution Mechanisms

ü  The Engineer’s Determination process (Clause 3.7)

ü  The Dispute Avoidance/Adjudication Board (DAAB) appointment and role

ü  Amicable settlement procedures

ü  International Arbitration under ICC rules

ü  Enforcement of DAAB decisions

ü  Practical Session: Mock DAAB hearing regarding a disputed variation valuation.

About Our Trainers

Our facilitators are seasoned Quantity Surveyors and Contract Specialists with over 20 years of experience in the international construction sector. They are members of the FIDIC President’s List of Adjudicators or RICS chartered professionals who have managed multi-billion-dollar projects across the Middle East, Africa, and Europe. They bring real-world experience in resolving high-stakes disputes and administering FIDIC contracts in diverse legal jurisdictions.

 

Quality Statement

 

At Phoenix Training Center, we pride ourselves on delivering industry-leading excellence. Our materials are strictly aligned with the latest FIDIC 2017 updates and industry best practices. We ensure a low participant-to-trainer ratio to facilitate deep technical discussion and personalized learning.

 

Tailor-Made Courses

We understand that every organization has unique challenges and opportunities as well as unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives. We can customize this Course to focus on your industry, specific risk profile, or internal stakeholder dynamics. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

ü  Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

ü  What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

ü  Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

ü  The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

ü  Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training. Or call us on +254720272325 / +254737296202

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

ü  Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.

ü  Invoice: We can send a bill directly to you or your company.

ü  Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

ü  Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

ü  Participants may cancel attendance 14 days or more prior to the training commencement date.

ü  No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Accommodation and Airport Transfer

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202