a4 cm list 2011
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Civil Engineering Commercial Management Training from SURCO Training
SURCO is the information business of the Chartered Institution of Civil Engineering
Surveyors (ICES) and is responsible for its commercial activities.
CM
SURCO Training
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The SURCO Training Commercial Management module list
SURCO Training modules are designed to improve the commercial and contractual knowledge and workplace skills of
Civil Engineers, Quantity Surveyors, Commercial Managers, Project Managers and Lawyers working in the civil
engineering industry. Employers promote and provide workplace training primarily to meet business needs, to satisfy
regulatory demands and to allow employees to fulfil the competency and professional development requirements of
the professional institutions.
The modules (or workshops) can be presented individually but many of them can be combined with others to form
themed training programmes. For example Change and Records (module A7) can be presented in conjunction with
Delay and Disruption (module A8) to form a two day workshop. Themed two day workshops that are team tutored,
such as Indemnity, Insurances and Insurance Claims (based on module B5) can also be arranged.
Professional or business development
Modules are listed under four categories, core, follow on, optional and advanced. The distinction has been made
on a topic or essential competency basis and does not imply levels of complexity. It is now common practice to train
early career construction and commercial staff in the same skills and many of the core modules are common to
bespoke training schemes focused at immediate post graduate or equivalent levels of knowledge and experience.
Follow on modules are designed for commercial staff and are tutored at post chartership levels although they can be
used to augment the skills of other members of the construction team.
Many of the modules have been designed to promote flexibility. Such modules can be tailored to fit a clients needsfor a specific market sector or to satisfy the professional aspirations of employees on a more general level. For this
reason, it is important that potential clients discuss their needs with SURCO Training as early as possible. Unlike many
other training organisations, SURCO Training can offer the benefit of advice from academics, theorists and, most
importantly, from those with extensive workplace and business experience.
SURCO Training can provide both structured and non-structured training programmes. Structured programmes are
usually delivered in house for employers with sufficient resources on a regular and progressive basis. Typically these
will be major contractors, employers or public authorities operating professional or business related staff development
schemes. Employers with fewer employees are more likely to prefer a non-structured programme delivered on an
open access or public basis at venues arranged by SURCO Training. Such public courses are delivered regularly and
clients book for their people on an ad hoc basis.
Overseas Training
Civil engineering is a truly global profession and skills taught in one country are very often transferable to another.
SURCO Training regularly delivers structured training for companies based not only in the UK but also, Ireland, other
members of the European Community, South America and South Africa.
In addition SURCO Training has joined with Battersby Kingsfield in Hong Kong, to form and operate a joint venture
company that delivers commercial training using tailored and locally adapted modules in China, the Pacific basin, India
and the UAE. Such workshops are delivered by locally based tutors familiar with local legal systems, customs and
practises. UK companies with interests or long term projects in these regions should contact SURCO Training in the UK
in the first instance.
ICES Members
Discounts to the full price of open access or public courses are available to ICES members in the UK and Ireland who
book and attend such courses on an independent basis. ICES members will be expected to comply with all other
booking and attendance conditions.
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A. Core modules (essential for ICES Affiliate and Technical members working towards full membership)
A1 Commercial Awareness: 2 days
A2 An Introduction to Measurement
A3 Civil Engineering Standard Method of Measurement (CESMM)
A4 Method of Measurement for Highway Works (MMHW)
A5 ICE Conditions of Contract (6th and 7th Editions)A6 New Engineering Contract
A7 Recognising and Evaluating Change and the Importance of Records
A8 Delay, Disruption and Extension of Time
A9 Engaging and Managing Subcontractors
A10 Procurement, Contract Law, Duty of Care and Dispute Resolution
A11 Financial Controls: Reporting and forecasting
A12 The Estimating Process
A13 The CDM Regulations 2007 - Legal and Commercial Realities*
B. Follow on modules
B1 Planning, Programming and Resource Management
B2 Identifying, Classifying and Accommodating Risk
B3 Health and Safety at Work
B4 An Introduction to the Torts of Negligence and Nuisance
B5 Indemnity and Insurance
B6 International Conditions of Contract (FIDIC)
B7 Insolvency Law
B8 Environmental Law and the Waste Management Regulations
B9 Procurement in the UK and Europe
B10 Standard Forms of Subcontract**B11 NEC Term Service, Framework and Supply Contract**
D. Advanced modules for experienced professionals
D1 Indemnity, Insurance & Insurance Claims: 2 days*
D2 The Planning and Estimating Process: 2 days*
C. Optional modules
C1 Commercial Training for Foremen
Notes:
Some of the modules require delegates to supply equipment, i.e. laptop, or documentation.
Please refer to each course synopsis for further details.
All modules can be taught up or down dependent upon the knowledge level of the delegates
* Denotes team tutored modules
** Denotes module currently under preparation
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A1 Commercial Awareness2 days Maximum 15 delegates
AIMS
To provide an introduction to the contractual, legal,
financial and other matters that surround a construction
contract.
Day 1 Commercial Awareness
Day 2 Commercial Management
NB: The two parts of this module can be separated and
taught individually.
COVERAGE
Day 1 The structure of the industry
Returnoncapitalemployed
Contractual matters . Dispute resolution options
Goodpractice
Day 2 Pre-contract competitive tendering principles
Post-contract internal accounting principles
Financial statements and reporting
A2 An Introduction to Measurement1 day Maximum 10 delegates
AIMS
To provide a familiarisation with the principles of taking-
off, recording dimensions and the presentation of bills of
quantities.
COVERAGE
Terminology . Level applications to earthworks, inc. cut and
fill lines . Review of entries to dimension paper
Consideration of associated construction technology and
sequence . Taking Off quantities for earthworks, reinforced
concrete & ancillaries, drainage, roads and pavings & pilingapplication to CESMM3 . Working-up measurements for
compiling draft bills . The weighting technique for average
ground levels . Development of descriptions
A3 Civil Engineering Standard Method of Measurement (CESMM)1 day Maximum 15 delegates
AIMS
To provide an understanding of CESMM3, its principles
and its use.
NB: This module can be combined with A2 for a two day
course
COVERAGE
Background of CESMM
Principles of how CESMM3 works
Terminology
Features particular to CESMM
Bill of Quantities Class structurePreambles
A4 Method of Measurement for Highway Works (MMHW)1 day Maximum 15 delegates
AIMS
To give civil engineers and quantity surveyors an
understanding of the MMHW, its principles and its use.
NB: This module can be combined with A2 for a two daycourse
COVERAGE
Background of MMHW
Principles of how MMHW works
Terminology
Features particular to MMHWBill of Quantities Series structure
Preambles
A5 ICE Conditions of Contract (6th and 7th Editions)1 day Maximum 15 delegates
AIMS
To provide an appreciation of the rights and duties of all
parties to ICE contracts and to provide an understanding of
the claims and dispute resolution procedures.
COVERAGE
The contract structure
Rights and obligations of the parties
Contract administration
Documents forming part of the contractDealing with time clauses
Change and variation entitlements and obligations
Claims and disputes
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A6 New Engineering Contract1 day Maximum 15 delegates
AIMS
To provide an introduction to the NEC2 (ECC) and NEC3
forms of contract and familiarity with the principles of
mutual trust and co-operation, and the structure and
workings of the contract and cores clauses.
COVERAGE
The contract structure
Rights and obligations of the parties
Thesolutionsphilosophy
Contract administration . Core clauses
The primaryandsecondaryoptionsOption Z supplementary clauses
Compensation events . Claims and disputes
A7 Recognising and Evaluating Change and the Importance of Records1 day Maximum 15 delegates
AIMS
To provide familiarisation with the principle of change in
work requirements, ordered variations, procedures for
dealing with change and the importance of recording the
effects and consequences for payment and restitution of
time lost.
COVERAGE
An understanding of:
The nature and frequency of change
The cause of change
The consequences of change and entitlements
The evaluation of change . The recovery processThe importance of records
The type of records required and their purpose
A8 Delay, Disruption and Extension of Time1 day Maximum 15 delegates
AIMS
To promote anunderstanding oftheprovisionsfor
extensionsoftimeand liquidated damages reviewing the
ICE and NEC forms of contract. To review the common
causes of delay and disruption, and the difficulties of
demonstrating cause and effect.
COVERAGE
Periodsofcompletion
Causes and effect of delay and disruption
Failuretocompleteontime
Doctrineofprevention
Extensionoftimeprovisions and stay of damages
Time and money two separate issues
Legal and contractual basis for recovery
A9 Engaging and Managing Subcontractors1 day Maximum 15 delegates
A10 Procurement, Contract Law, Duty of Care and Dispute Resolution1 day Maximum 15 delegates
AIMS
To familiarise commercial and construction personnel with
the process of employing and managing domestic
subcontractors.
COVERAGE
The decision to subcontract
Procuringsubcontractors
Placing thesubcontract
Thesubcontractoronsite
Subcontractorpayment
Default and disputeresolution
Completion and defects liability
AIMS
Familiarisation with some aspects of contract law, the
formation of contracts, the dispute resolution process,
duty of care and the law relating to nuisance.
COVERAGE
The construction market
Basic principles of contract
Standard forms of contract
Performance and paymentBreach of contract and remedies
External legal influences
Basic principles of public, private and statutory nuisance
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A12 The Estimating Process1 day Maximum 15 delegates
B1 Planning, Programming and Resource Management1 day Maximum 15 delegates
A11 Financial Controls: Reporting and Forecasting1 day Maximum 15 delegates
B2 Identifying, Classifying and Accommodating Risk1 day Maximum 15 delegates
AIMS
To promote an understanding of the need for financial
control on civil engineering projects, regular periodic
cost/value reconciliation (their preparation and
significance) and the process of financial forecasting.
COVERAGE
Financial reporting as an essential part of the decision
making process
Distinguishing between cost, income, liabilities and value
Preparation of cashflow data
Analysis of forecast preparation
Recording cost and liabilities . Allowance reconciliation in
cost analysis . Cost and value preparation
Reconciliation of reports and forecasts
AIMS
To give early career construction personnel an
introduction to the preparation of tenders.
COVERAGE
The decision to tender
Tender documents
Management of the process
Risk appreciation
The pricing processTender deliverables
Turning an estimate into a tender
AIMS
To promote and foster an understanding of the
importance of planning and programming in the tender
and site management process and consider planning
techniques and project management systems.
COVERAGE
Planningconcepts
Networkanalysis
Criticalpath
Programmes
Methodstatements
Resourcedemand
AIMS
To promote anunderstanding of structured commercial
risk management and to develop a knowledge of risk
identification, classification and accommodation.
COVERAGE
Understanding commercial risk in construction
Risk identification
Risk classification techniques
Tender risk analysisDecision analysis
Simple workplace assessment
A13 The CDM Regulations 2007 - Legal and Commercial Realities1 day Maximum 15 delegates
AIMS
To advise of the regulations, the obligations and
duties imposed by them and to consider their impact on
the contractual and commercial risk balance.
COVERAGE
The regulations and a little history
The duty holders and their duties
The role of the CDM co-ordinator
Engagement and communication
The pre-construction informationCorporate and individual competence
ICE 6 & 7 and NEC3 risk balances
Prevention
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B3 Health and Safety at Work1 day Maximum 15 delegates
B4 An Introduction to the Torts of Negligence and Nuisance1 day Maximum 15 delegates
B5 Indemnity and Insurance1 day Maximum 15 delegates
B6 International Conditions of Contract (FIDIC)1 day Maximum 15 delegates
B7 Insolvency Law1 day Maximum 15 delegates
AIMS
This module is to analyse the basic health and safety
requirements contained in the various statutory
provisions. The outcome will be an understanding of the
law and the commercial results that can be obtained
through that understanding. Particular emphasis will be
placed on SI 1992 No. 3242: The Management of Health
and Safety at Work Regulations 1999.
COVERAGE
Basic health and safety requirements
Current health and safety law
Attitudes on site
Risk assessments and method statements
AIMS
To familiarise construction personnel with common law,
generally, and in matter of nuisance, negligence and
economic loss.
COVERAGE
ThebasicsofEnglishlaw
Whatistort?
Thetortofnuisance
Thetortofnegligence
ThetortofmisrepresentationProject Managers, ArchitectsandEngineers
AIMS
To familiariseconstruction personnel with the principles
of indemnity, types of insurance and insurance inclusions
in standard forms of construction contract.
COVERAGE
Historic developments
The insurance market
Insurable interest
Insurance law
Construction contractsMandatory requirements
Incidents and accidents . Indemnities and bonds
AIMS
To give delegatesanintroduction to the different 1999
FIDIC forms and provide and overview of the Red, Yellow
and Silver books. Tolookatthe provisions in respect of
progress meetings, programming, claims and disputes.
COVERAGE
BackgroundtoFIDIC
Overview
Generalprovisions
Progress
Claims
Disputes
AIMS
To promote anunderstanding ofinsolvencylawand to
highlight the vulnerability of employers, contractors and
subcontractors when insolvency occurs.
COVERAGE
Effect of insolvency on contracts
Security for performance
Reviewable transactions
Management of risk
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B9 Procurement in the UK and Europe1 day Maximum 15 delegates
B10 Standard Forms of Subcontract1 day Maximum 15 delegates
B11 NEC Term Service, Framework and Supply Contracts1 day Maximum 15 delegates
AIMS
To familiarise construction personnel with some of the
procurement processes for civil engineering work in the
UK and Europe.
COVERAGE
Marketopportunities(publicandprivatesector)
Prequalification
Typesofproject
Thebiddingprocess
Submissionandacceptance
AIMS
To give early career construction personnel an
introduction to civil engineering and NEC subcontracts.
COVERAGE
Thenatureandscopeofsubcontracting
Overview of the standard forms for use with main
contracts: ICE 6th & 7th Editions; NEC3; IChemE;
GC Works;FIDIC (red book); IEE/IMechE Model Conditions
MF/1Approvals and permissions
Some typical issues
B8 Environmental Law and the Waste Management Regulations1 day Maximum 15 delegates
AIMS
To give practicalguidance oncomplyingwiththe
environmental legislation that applies when planning
and managing a construction project.
COVERAGE
Preventionofpollution
Workatconstructionanddemolitionsitesanddepots
Liability
Statutorynuisance
Emissionstoair
NoiseandvibrationWater . Waste . Contaminatedland
Sitewastemanagementplans
AIMS
To introduce some other Forms of Contract contained in
the NEC3 Suite.
C1 Commercial Training for Foremen1 day Maximum 15 delegates
COVERAGE
Corporate structure
Profit and Loss
Cashflow management
Contractual obligations and dutiesResource management
Commercial administration and reporting
Nuisance and negligence . Records
AIMS
To give foremen and section foremen an insight into some
corporate, contractual, legal and commercial issues in
both construction companies and on site.
COVERAGE
Some NEC history
Purpose of the contracts
Application of the options and clauses
Rights and obligations of the parties to the contractStructure and strategy
Some Core and Option clauses
Contract procedures
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Arising through market demand and structured to meet the particular requirements of a number of its existing clients
SURCO Training has developed a number of themed two day workshops. The two workshops, which are currently
available either as part of a structured programme or on an open access basis, are listed below.
These workshops relate to actual and specific workplace activities which are considered on both theoretical and
practical levels and consist of a day of chalk and talk followed by a full day of group exercises.
Each workshop is presented by two tutors one of whom will have a wide commercial appreciation of the industry and
the other who will be a specialist in the particular field. These themed topics are directed at the more experienceddelegates but can be delivered at different levels provided all the delegates are of a similar experience and seniority.
D1 Indemnity, Insurance & Insurance Claims2 days Maximum 15 delegates
D2 The Planning and Estimating Process2 days Maximum 12 delegates
AIMS Day 1: Indemnity & Insurance
To provide a familiarity:
with the principle of indemnity, and the insurance market
and types of insurance
with common requirements for insurance in standard
forms of contract
AIMS Day 2: Records and Claims
To consider:
examples of contracts all risk (CAR) and public liability (PI)
insurances
the extent of records necessary to evidence a valid
insurance claim
To prepare and negotiate a successful claim
AIMS Day 1: Planning & Programming
To promote and foster an understanding of planning and
programming in the tender and site management
process.
To consider planning techniques and project
management principles. To practice some of the
principles and techniques considered.
AIMS Day 2: Estimating
To consider the principles of tendering and to produce a
robust and competitive tender under normal tendering
conditions.
The workshop can be held either publicly or privately in-house. Laptop computers are required for the second day (one
per team of three delegates). The tendering exercises will be carried out in isolation and three breakout rooms are
required for this on day 2. This workshop is designed for civil engineers, quantity surveyors and other members of the
construction team with 5 to 10 years of workplace experience.
The workshop can be held either publicly or privately in-house. The workshop exercises involve role play as well asnarrative and record preparation and claim production. This workshop is designed for civil engineers, quantity
surveyors and other members of the construction team with 5 to 10 years of workplace experience and can be
adapted for more experienced delegates.
Themed training workshops advanced modules
COVERAGE
History . The insurance market
Insurable interests . Insurance law
Mandatory requirements
Construction contracts
Other coverIndemnities and bonds
COVERAGE
Incidents and accidents
Records
Preparing and submitting claims
Negotiating claims
COVERAGE
An introduction to planning concepts
Network analysis
Critical path
Programmes
Method statements
Resources demand
COVERAGE
The decision to tender
Tender documents
Construction risk/opportunity
Management of the estimate
Selling price
Tender deliverables
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SURCOSTANDARD TRAINING RATES2011 - UK MAINLAND
COMPANIES WHO HAVE AN ICES APPROVED DEVELOPMENT SCHEME OR STRUCTURED MULTIPLE WORKSHOPS WILL BENEFIT
FROM DISCOUNTED RATES
As well as the calendar of training modules, SURCO operates structured courses for individual companies.
Principal Tutor
Basic dayrateforcompanies withoutanICES approveddevelopmentscheme 1,792.00 *
Senior Tutor
Basic dayrateforcompanies withoutanICESapproveddevelopmentscheme 1,504.00 *
*PricesaresubjecttoVATattheprevailingrate,travelling time andexpenses,andaccommodation if requiredetc.
PleasecontactSURCOTrainingforafullbreakdownofcharges.
Discounts are negotiable on the basis of number of days training ordered.
DelegateswillbeissuedwithanICEScertificateofattendanceforCPDrecordsaftertraining has taken place and
thecoursenoteswillbeavailabletodownloadfromourwebportalfora limitedperiod.
Most modules are presented as workshops consisting of instruction, discussion and practice exercises. As part of the
price, delegates will be able to download an electronic copy of the workshops, together with appropriate notes and
references, from the SURCO web portal.
Public Courses
SURCOTrainingoperatesaflexiblecalendarof training modules. These modules, as long as there is sufficient supportfor each topic, are schedules on demand and delivered on a regular monthly basis. Please visit our website for up todate details of these.
One day course rate 215.00 plus VAT per delegate
Two day course rate 410.00 plus VAT per delegate
Course Information
One day modules are approximately 6 hours duration
Two day modules are approximately 12 hours duration
Courses are timed to commence at 09:00 am
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Training Advice
SURCO Training was founded to provide commercial training resources, advice and help for employers of
construction personnel working in the civil engineering industry. Since then it has expanded into the provision of
geospatial training but on a different basis.
Employers provide training primarily to serve and support their business needs. Such needs and competencies aredefined by workplace and market demands, regulatory requirements and the professional institutions.
Typically in larger employers, this training, at early career levels, is structured over a 3 to 5 year period comprising
some 10 to 20 workshops delivered in house over that time. In many cases, employers have remarked that SURCO
Training courses at this level cover the workplace skills that more formal education misses out. As careers move on
and employees become more specialised, further structured training can be provided using Follow on or Advanced
modules. Through its access to tutors who are experts in their own particular commercial field SURCO Training can
also offer training at an expert level on topics such as legal and regulatory requirements and dispute resolution.
For smaller employers such structured training is possible utilising SURCO Trainings open access or public courses
which allow delegates to accumulate CPD certificates to evidence training and to assist them to gain the competency
levels required. For simple guidance, a structured Early Career programme will be appropriate for those working
towards a corporate professional qualification and the Follow on programme for those between membership and
fellowship levels.
Currently the core modules are deemed to be primarily at levels 4 and 5 of the Framework for Higher Education
Qualifications (FHEQ). However EBTA (the Department of Education and Skills employer based training accreditation
service) has also noted that structured training programmes using the SURCO Training modules have the potential to
be assessed at higher levels (6 and in some cases, 7) of the FHEQ.
Meeting the demand of todays surveying professionals,
SURCO Training is now offering a range of geospatial
engineering training courses run by third party approved
training partners.
These training partners are The Survey School,
AIT Spatial, and LTU. The courses cover training on
setting out and land surveying, mapping software
and underground utility surveying.
Full course information can be found in our separate
GE training brochure or on our website at
www.surco.uk.com/training-geoadvice.php.
Several of the industrys major employers now
offer commercial internships, modern
apprenticeships or other employment packagesfor non-graduates and school leavers. These are
a rapidly increasing source of future industrial
talent and such packages are frequently
supported by commercial workshops provided
by SURCO Training either as part of a structured
package or on an introduction to the industry
basis. Some workshops can also be adapted for
delivery at career conventions or within work
experience or placement schemes.
SURCO Training TutorsWith the exception of the lawyers, all SURCO
Training tutors have worked for a significant part
of their careers as part of the construction team,
usually for contractors. They are closely
associated with the demands of the workplace as
well as the business as a whole and many of them
are recognised experts in their fields.
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SURCO Limited
Dominion House . Sibson Road . Sale . Cheshire . M33 7PP . UK
The information business of the Chartered Institution of CIVIL ENGINEERING SURVEYORS
t: +44 (0)1619723100 f: +44(0)1619723118
e: [email protected] www.cices.org www.surco.uk.com
The Chartered Institution of Civil Engineering Surveyors (ICES) was founded in 1969 to represent the interests
of and set the competence standards for geospatial engineers or commercial managers working in the civil
engineering industry. The Commercial Management discipline includes measurement, project management,
estimating, planning and construction law. Collectively, members are known as civil engineering surveyors.
ICES supports the education and professional development of civil engineering surveyors whether they are
monitoring and setting out the works or working in measurement or Commercial Management roles.
For more information about membership please contact the Institutions membership department on
0161 972 3100 or go to the Institutions website, www.cices.org .
ICES recognises that training in the workplace is a vital element in reaching the competence levels required by
law to operate successfully within a construction team and to achieve corporate or chartered membership of
an appropriate professional body. Whilst the Institution promotes, assists with and accredits cognate courses
in both Universities and Colleges of Further Education, it focuses particularly on its library of Approved
Development Schemes (ADS). These schemes are agreements between employers and the Institution that
define the training, experience and overall development framework that will be made available by the
employer to allow an individual to progress to corporate membership levels of ICES.
SURCO Training is the training division of SURCO Limited, which is the information business of ICES.
SURCO Training workshops provide an excellent opportunity to expand the knowledge and understanding of
the essential workplace skills of a civil engineering surveyor and to support individuals in attaining the
competence requirements necessary for full corporate membership of the Institution.
The Institution recommends SURCO training modules and workshops to its membership and to the civil
engineering industry as a whole.