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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: training@cices.org 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.