Name of Course

Risk Management 101

Risk Management 101 for Environmental Consultants

The Ten Commandments for Design Professionals

See Dick Build, Watch Jane Sue

Project Forms and Checklist

Course Overview

This course provides basic awareness of why claims occur against design professionals, presents ways to prevent and mitigate disputes, and gives the participant standard forms that can be applied for use in daily practice.

This course addresses the liability issues facing today’s environmental consultants, provides ways to prevent or mitigate claims, and gives the participant standard forms that can be applied for use in daily practice.

This interactive course guides the design professional in developing of the risks he is exposed to in his everyday practice and promotes practical ways to address those practical ways to address those risks. Provides basis understanding of contract obligations and everyday activities that can generate risk. Lastly, there is discussion of how to address the issues.

This course presents the fundamentals of project management and provides ways to incorporate them into your practice.

This course guides the development of forms and checklists to assess prospective projects, manage current projects and evaluate completed projects.

Core Course

Core Course

Core Course

Elective

Elective

Participants

All principals, partners, executive officers, professional staff and all other technical personnel who have client contact or project responsibilities.

All principals, partners, executive officers, professional staff and all other technical personnel who have client contact or project responsibilities.

All principals, partners, executive officers, professional staff and all other technical personnel who have client contact or project responsibilities.

Principals, other firm officers and project managers.

Principals, other firm officers and project managers.

Course Type

In-House Workshop

In-House Workshop

In-House Workshop

In-House Workshop

In-House Workshop

Learning Units

2.0

2.0

1.5 or 3.0

1.5

2.0

HSW Credit

Yes

Yes

Yes

Yes

Yes

Name of Course

Electronic Transfers – What’s the Problem?

Electronic Files and Ownership of Documents

Electronic Files and Field Observation Services

Engineering Through the Legal Issues

Contract Review, Revision and Negotiation

Course Overview

This course discusses the risks related to electronic transfer of documents and strategies for minimizing the risk. Also provides discussion regarding e-mail and website hosting.

The participant will learn to identify the risks associated with transfer of electronic files and ownership of copyrights, analyze the risk and rewards associated with file transfers and compare the AIA and EJCDC contract schemes on these issues.

Participants will learn how the contract documents allocate responsibility for safety and how what the architect says or does can change the contract. Participants will also learn how to protect the interests of the architect in the transmission of emails and electronic files.

This course provides a general overview of professional liability issues including policy coverage, basis of liability, and indemnifications and what they mean

This course guides the design professional in developing and negotiating professional service agreements that are reasonable and fair to all parties, while minimizing the risk of liability exposure.

Elective

Elective

Elective

Elective

Core Course

Participants

All principals, partners, executive officers, professional staff and all other technical personnel who have client contact or project responsibilities.

All principals, partners, executive officers, professional staff and all other technical personnel who have client contact or project responsibilities.

All principals, partners, executive officers, professional staff and all other technical personnel who have client contact or project responsibilities.

All principals, partners, executive officers, professional staff and all other technical personnel who have client contact or project responsibilities.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

Course Type

In-House Workshop

In-House Workshop

In-House Workshop

In-House Workshop

In-House Workshop

Learning Units

1.5

2.0

1.5

4.0

3.0

HSW Credit

Yes

Yes

Yes

Yes

Yes

Name of Course

Contract Negotiation II

Effective Communication

Managing The Condo Craze

Liability Issues in Sustainable Buildings

Making Construction Administration a Risk Management Tool

Course Overview

This course continues guiding the design professional in developing and negotiating professional service agreements that are reasonable and fair to all parties, while minimizing the risk of liability exposure.

This course discusses the communication techniques to confirm your understanding of what the client is seeking and offering ideas on how to more clearly convey your position to the client and confirm that you were heard.

The programs begins with a discussion of the Uniform Condominium Acts and residential market risks. We will also discuss legal issues and right to cure are explained. Residential claims trends will be discussed as well as condominium case studies.

The program will begin with a discussion of the need for sustainable buildings. The history of the USGBC and LEED program will be explained. The LEED certification program is also explained.

This program is presented to give participants a better understanding of their obligations during the CA process and providing guidance on how to handle situations that might arise. The program will also discuss legal principles which may lead to legal liability for actions taken.

Elective

Elective

Elective

Elective

Elective

Participants

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

Course Type

In-House Workshop

In-House Workshop

In-House Workshop

In-House Workshop

In-House Workshop

Learning Units

2.0

1.0

3.0

2.0

1.5

HSW Credit

Yes

Yes

Yes

Yes

Yes

Name of Course

Construction Phase Services: FAQ's and Contract Language

Negotiation's as a Risk Management Tool

Contract - The Superhero of Risk Management

OSHA Requirements and Implications for the Architect

Insurance Essentials

Course Overview

Participants will learn how to identify and address liability issues associated with site visits, rejection of non-conforming work, site safety, shop drawing review, and payment certification.

Participants will discuss negotiation strategies related to agreements they enter into for design and construction administration of projects. We will discuss educating the client as to the standard of care, and the design professional's obligations as a licensed professional.

Participants will discuss important parts of the contracting process. Negotiations will be discussed with an emphasis on determining deal makers and deal breakers. We will also discuss the appropriate standard of care and how best to reflect that in the contract documents.

Participants will learn the history and role of the Occupational Safety and Health Administration and the implications of the General Duty Clause for employers and employees. OSHA's Multi-Employer Policy will be discussed with a focus on how the architect can avoid being cited as a Controlling Employer.

This program will teach participants the basics of business insurance coverage. Additional Insured status and waivers of subrogation in favor of the architect are emphasized.

Elective

Elective

Elective

Elective

Elective

Participants

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

All principals, partners, executives and contract officers; optional for professional staff and all other technical personnel.

Course Type

In-House Workshop

In-House Workshop

In-House Workshop

In-House Workshop

In-House Workshop

Learning Units

3.0

2.0

2.0

1.5

1.5

HSW Credit

Yes

Yes

Yes

Yes

Yes