| Name
of Course |
Overview |
Participants |
Continuing
Education Credits |
Materials |
Professional
Liability-
The Basics |
Participants
will explore current loss prevention issues and techniques
that can be used in daily practice. |
Principals,
partners, executives, contract officers, and professional
staff and technical personnel who have project responsibility
and/or client contact. |
2.0
AIA/CES LU |
Each
participant will receive a copy of the presentation and a PLAN
Q & A booklet. |
|
Managing
Contracts-
The Basics
|
Participants
will learn to minimize the risk of liability exposure by
developing professional services agreements that are
reasonable and fair to all parties while developing client
negotiation skills on contractual matters that affect
professional liability. |
Principals,
partners, executives, and contract officers (optional for
other professional staff and technical personnel). |
2.0
AIA/CES LU |
Each
participant will receive a copy of the presentation, contract
preparation checklists and useful contract clauses. |
Managing
Contracts-
Advanced |
This
program goes deeper to explore a number of additional
important contractual and loss prevention issues. Participants
will learn to develop stronger alternative language and
negotiate with clients to achieve more equitable professional
services agreements. |
Principals,
partners, executives, and contract officers (optional for
other professional staff and technical personnel). |
2.0
AIA/CES Lus HSW |
Each
participant will receive a copy of the presentation and
contract preparation checklists. |
|
It's
Not Only About Hard Hats |
Participants
will develop a better understanding of construction phase
issues, risks and rewards. The program will explore some of
the common misconceptions about this critical phase, as well
as provide tools to help increase the effectiveness of the
services provided during the construction phase. |
All
principals, partners, executive officers, professional staff,
and any other staff that performs construction observation
services. |
2.0
AIA/CES Lus HSW |
Each
participant receives a copy of the presentation and a PLAN
Project Representative’s Manual. |
|
The
Digital Challenge |
This
workshop addresses liability issues design professionals face
in their automated environments. From ownership and delivery
of electronic documents to the complexity of managing the
revolutionary changes evoked by BIM and other technological
changes, participants will learn how to establish procedures
and practices that will improve their risk management and
their bottom line.
|
All
principals, partners, executive officers, professional staff,
and all other technical personnel who have client contact or
project responsibilities. |
2.0
AIA/CES LUs |
Each
participant will receive a copy of the presentation and
newsletters relative to the subject. |
| Client
Evaluation |
In
this program participants will learn the importance of good
client evaluation, acquire tools and techniques that assist in
client evaluation and selection, learn how to manage both
internal and external expectations, and develop an action plan
for their firm. |
All
principals, partners, professional staff, and all other
technical personnel who have client contact or project
responsibilities. |
2.0
AIA/CES LU |
Each
participant receives a copy of the presentation and
pre-project and completed project evaluation forms. |
Condo
Risk
Management |
This
program addresses risk factors involved with condominium
projects.
|
All
principals, partners, executives, and contract officers
(optional for other professional staff and technical
personnel). |
2.0
AIA/CES Lus HSW |
Each
participant receives a copy of the presentation and
contractual clauses. |
Limitation
of
Liability |
This
program focuses on the history of limitation of liability, its
usage, and how to incorporate and negotiate limitation of
liability in contracts.
|
All
principals, partners, executives and contract officers,
optional for professional staff, and all other technical
personnel. |
2.0
AIA/CES LUs |
Each
participant receives a PLAN Limitation of Liability Handbook
and a copy of the presentation. |
Claims
Case Study
Workshop |
Case
Study Workshops use the Harvard Business School method.
Several actual claims cases are available for
selection.
The cases are geared for multidiscipline architects,
civil engineers, environmental engineers, mechanical
engineers, and structural engineers. |
All
principals, partners, executive officers, professional staff,
and any other staff that performs construction observation
services. |
2.0
AIA/CES LUs |
Each
participant receives a booklet that summarizes the claim and
reviews the causes and suggested alternatives for avoidance. |
Risk
Drivers:
Understanding the
Dynamics of Risk
in the A/E Industry |
This
seminar looks at how economic trends impact the design
professions; explores how understanding your clients’ needs
can improve your firm’s quality; demonstrates how the A/E
and professional liability industries interrelate; and reveals
the technical and non-technical causes of claims.
|
All
principals, partners, professional staff, and all other
technical personnel who have client contact or project
responsibilities. |
-2.0
AIA/CES LUs |
Each
participant receives a copy of
the presentation. |
The
Pain of the
Professional Liability Application |
Learn
how the insurance industry determines a firm’s professional
liability insurance premium.
|
Principals
and others in firm who have responsibility for preparing the
professional liability application. |
-2.0
AIA/CES LUs |
Each
participant receives a copy of the presentation, and handouts
to aid in the preparation of the application. |
| Defining
Front End Documents |
Participants
will gain new knowledge regarding what the AIA documents
define as the contract documents including an understanding of
how the various parts of the contract documents coordinate
with each other. There
is an emphasis on understanding how the agreement between
owner and contractor and the conditions of the contract for
construction work together and interrelate to the other
contract documents. New
skills will be gained on how to manage the selection process
for these documents.
|
All
principals, partners, contract officers, professional staff,
project managers, spec writers, and all other technical
personnel who have client contact or project responsibilities. |
-2.0
AIA/CES LUs |
Each
participant will receive a copy of the presentation, a
documents cover letter and a checklist for the selection of
front end documents. |
|
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