One Day Seminar for School Districts Using Construction Management at Risk (CMAR)Construction Contracts

  What School Districts Need to Know
To Maximize the Value of the Dollars They Spend on Construction

Monday,  April 24, 2017
Dallas, Texas
9:00 am - 4:00 pm CST

Register Early - Space is Limited

This special one day seminar has been designed for busy school district representatives with limited time available to attend this type of meeting.  The seminar is being held at the DFW Marriott Hotel which is approximately 10 minutes from the Dallas-Ft. Worth (DFW) Airport  and approximately 25 minutes from Dallas Love Field (LUV) via Uber or taxi.

We are starting at 9 a.m. and finishing at 4 p.m. to make it possible for attendees to fly in and out on the same day as the seminar (if that fits their schedule). 

Free hotel shuttle service will be available from DFW to/from the hotel.  

 REGISTER 

$495 Seminar Fee Includes Breakfast and Lunch


              Course Outline | Program Fee | REGISTER |  Earn 7 CPE Credits | Accommodations | Venue |  Instructors Contact Us 


Many school districts in the United States are using the Construction Manager at Risk (CMAR) project delivery method for their larger construction projects. 

This important seminar will address key issues that school districts need to know in order to effectively implement and administer their cost plus fee CMAR construction contracts.     

There are many ways to effectively control and audit the construction costs on CMAR construction projects.  However, there are also many ways for school districts to end up spending significantly more on your school projects than necessary.  This seminar will help school districts avoid some of the more common challenges associated with effectively trying to manage and administer the CMAR contracts for their large construction projects.   

Featured Guest Speaker:  Micki Morris - Partner with the law firm Rogers, Morris & Grover

Presentation Entitled:  "An Attorney's Perspective on What ISD's need to know about Controlling Construction Costs when Using the Construction Manager at Risk project delivery method"

Who Can Benefit by Attending:

  • Anyone responsible for managing, controlling and/or auditing construction projects for their school district
    • Superintendents
    • Facilities Directors
    • Construction Project Managers
    • CFOs/Controllers
    • Procurement representatives
    • Program Managers
    • Board Members
    • Community Bond Oversight Committee Members
    • Internal or External auditors responsible for auditing construction activity

Learning Objectives:

School District Representatives will Learn:

  1. Issues to consider to help your school district avoid making "value diminishing" mistakes when entering into CMAR construction contract agreements

  2. Key steps to ensuring the best value is received when the Construction Manager contracts with subcontractors

  3. Critical process to ensure subcontractor change orders are fairly priced

  4. Process to control costs related to Construction Manager self-performed work

  5. How to structure your contract to ensure you do not overpay for contractor owned equipment and/or third party equipment

  6. How to avoid being charged excessive amounts for subcontractor default insurance and/or contractor controlled insurance programs

  7. How to make your competitive RFQ/RFP CMAR selection process work effectively for you

  8. Pitfalls to avoid when approving GMPs proposed by your Construction Manager

  9. Specific key control points that will increase your school district's ability to effectively manage your construction project costs

  10. How school district management can effectively partner with their construction auditors to maximize value of bond funds

  11. Understanding the potential for collusion between the prime contractor and subcontractors that results in significant excessive costs to the Owner

Learn The Pros and Cons of:

  1. The CMAR project delivery method versus using the traditional Design-Bid-Build project delivery method

  2. Lump sum pre-construction services versus cost reimbursable pre-construction services

  3. Pre-established labor billing rates and/or labor burden charges versus reimbursement of actual wages and verifiable labor burden

  4. Lump sum general conditions versus cost reimbursable general conditions

  5. Lump sum self-performed contractor work versus cost plus fee with GMP for self-performed contractor work

  6. Converting GMP contracts to lump sum contracts versus staying with the cost plus fee with GMP contract

  7. Supported payment applications versus percentage of completion payment applications

  8. Bonding both the prime contractor and the subcontractors versus not paying for bonding on subcontracts

  9. Subcontractor default insurance (subguard) versus conventional performance and payment bonds

  10. Savings Sharing clauses versus no savings sharing clauses

  11. Worker's Compensation and General Liability Insurance - Conventional Insurance versus Contractor Controlled Insurance Programs (CCIP)

  12. Worker's Compensation and General Liability Insurance - Conventional Insurance versus Owner Controlled Insurance Programs (OCIP)

Seminar Registration Fee:

REGULAR SEMINAR REGISTRATION Fee = $495

Registration FEE is payable to:

Construction Audit & Cost Control Institute, Inc. 
3941 Legacy Drive, Suite 204 #218A, Plano, TX 75023.  

Registration FEE may be paid by check, MasterCard, Visa, American Express or Pay Pal. 

Program fee includes instruction, program materials, breakfast and lunch and refreshment breaks.

Register:    

Register Online:  Click here to register online

To Register by Telephone:  Call Marie Jones at (254) 736-0309

Register a Group:  Contact Marie Jones by email:  marie.jones@caacci.org

Program Schedule:

Monday, April 24:  9:00 am to 4:00 PM

Breakfast will be provided from 7:45 am to 8:45 am; lunch and refreshment breaks will also be provided

Cancellation and Refund:

Attendee substitutes will be accepted until the program starts. Cancellations will be accepted up to 3 calendar days prior to program start without incurring a $50 cancellation fee.  Paid registrations will be eligible to be transferred to any of our future one-day seminar offerings.  Refunds for cancellations will be available upon request.  Please contact Marie Jones marie.jones@caacci.org  of Lynn Runyon at Courtenay Thompson & Associates, 214-361-8346 or lynn@ctassoc.com to cancel or transfer your registration.

Continuing Professional Credit (CPE) Hours: 

All participants are eligible to receive up to receive 7 of Continuing Education Credits (CPE’s) to fulfill professional accreditation requirements. Field of Study: Special Knowledge. Course Level: Basic. Group-live, lecture-style seminar; no prerequisites or advanced preparation required. For information regarding CPE, complaint, or program cancellation, please contact our office at 214-361-8346.


Courtenay Thompson & Associates is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

 

Accommodations

    
                                                 

Dallas/Fort Worth Airport Marriott
8440 Freeport Parkway
Irving, TX  75063

We have blocked a limited number of rooms at the DFW Airport Marriott that will be available at the group rate of $169 plus tax per night. 

If you would like to stay at the hotel the night before the seminar, please contact Rich Townsend at 972-679-6762 or by email at rltownsend@rltownsend.com

Construction Audit & Cost Control Institute

Download Shuttle Instructions - DFW Marriott.pdf

MapQuest Link

www.marriott.com 

Venue

The seminar classes will be held at the Dallas/Fort Worth Airport Marriott:
8440 Freeport Parkway
Irving, Texas  75063
MapQuest Link

Instructors:

    Rich Townsend, Seminar Leader

Rich Townsend is the President of Construction Audit & Cost Control Institute, Inc. and Co-Owner of the construction cost control consulting firm R. L. Townsend & Associates, LLC.  He is a Certified Construction Auditor (CCA), a Certified Internal Auditor (CIA), and a Certified Public Accountant (CPA). He is a graduate of Waynesburg College (Waynesburg, Pennsylvania) where he obtained a Bachelor of Science Degree with a major in accounting. For over 30 years, Mr. Townsend has been providing professional development training related to construction cost control and audit for a wide variety of organizations and industries throughout the United States and Canada.  His seminars entitled "Controlling Construction Costs"  and "Effective Auditing of Construction Activity are presented in affiliation with Courtenay Thompson & Associates.  

Featured Guest Speaker:

  Michelle Morris, Guest Speaker

Ms. Morris is a partner with the law firm Rogers, Morris & Grover, L.L.P. She heads the firm’s Business and Facilities law section, which covers the areas of real estate, land use and development, construction, public procurement and contracts, technology and general business for the firms’ government sector clients. 

She joined the firm in 1999, and has focused her practice in these specialized areas for the past 17 years.  She has extensive experience in all aspects of public procurement and contracting, and provides procurement consulting and training to school districts, charter schools, junior colleges and other governmental entities throughout the State.  She also assists clients with all phases of bond planning, land acquisition, site development and construction.  In addition to preparing all types of procurement, real estate and construction documents, she provides guidance to her education clients through all aspects of land use and development, including leasing, infrastructure development agreements, permitting, platting, eminent domain/condemnation, environmental compliance, facilities design, prevailing wage and bonding law compliance, facilities maintenance/operations, technology and energy matters. 

Ms. Morris is a certification course instructor for the Texas Association of School Business Officials (TASBO) in the areas of procurement, facilities construction and maintenance.  Ms. Morris is admitted to practice before all Texas Courts, and is also admitted to practice before U.S. District Courts in the Southern and Eastern Districts of Texas, as well as the Fifth Circuit Court of Appeals.  Education and Honors: Texas A&M University, College Station, Texas (B.A., International Studies/Economics 1994); South Texas College of Law (J.D. 1997); While in law school, Ms. Morris was a three-time national champion for the Varsity Moot Court Team, and served as the Notes Editor for the International Trade Law Journal. She was also the recipient of the Outstanding Female Graduate Award and the Dean's Outstanding Advocate Award.  She has been named a Rising Star in the Texas Super Lawyers publication. 

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Reminder:  Save the date for the
National Association of Construction Auditors
Annual Conference
to be held September 18-20, 2017
at Bally's in Las Vegas. 
Click Below for information on their website.







 


Construction Audit & Cost Control Institute, Inc.
3941 Legacy Drive - Suite 204 #218A  Plano, Texas 75023

Have Questions or Need Assistance?
Please contact via telephone 972-679-6762 or via e-mail at
info@caacci.org

 

 

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