Training & Education

Shipyard Management of the Customer and Contract

  • Dates: April 04 to April 05
  • Time: 8:30am - 4:30pm
  • Seats Remaining:
  • Price: $1,800.00
  • Instructor: Dr. Kenneth Fisher, Fisher Maritime Consulting
  • Location: Camosun Coastal Centre, 100 Maplebank Road, Victoria BC, V9A 4M1

Course Description:

This course is a lessons-learned, custom-designed program for shipyard personnel and subcontractors to shipyards. The topics of discussion have been selected from common sources of shipyard errors, disagreements or disputes analyzed in numerous prior contracts. The lessons learned by others through their mistakes are used to create positive, problem-avoidance practices for shipyard personnel. The result for the shipyard is an enhanced ability to identify costs which are the Owner’s responsibility and sell them to the Owner instead of absorbing those costs.

This program focuses on the project/contract participation and involvement of:
- Shipyard and Subcontractor Project Managers
- Shipyard and Subcontractor Production Managers and Foremen 
- Shipyard and Subcontractor Estimators and Planners
- Shipyard and Subcontractor Engineering Managers
- Shipyard and Subcontractor Superintendents

DAY ONE: Workscope Estimating, Bidding and Scheduling, Communications and Project Start-Up
• Common oversights during review of Owner’s bid package
• Quantities, not performance, as a basis for bidding
• Understanding risks associated with different types of specifications
• Recognizing errors in Owner’s bid package
• Understanding design and engineering responsibilities
• Identifying non-obvious scope of work slipped in by Owner
• Purposes and intelligence-gathering opportunities of pre-bid ship checks
• Alternatives to a pre-bid ship check
• Allowances for access to work and temporary removals
• Allowances for costs of environmental and safety regulation compliance
• Meetings and pre-contract communications which affect contract workscope
• Defining all of the contract deliverables
• Relationships and cost allowances for third parties
• Order of precedence, inclusions and exclusions of contract documents
• Primary check-list: all crafts and services available or needed
• Development of estimates for appropriate ship types
• Process vs. end-product for estimating
• The vital differences between estimates and bids
• Conversion of the estimate to a bid
• Qualifications to the shipyard’s bid
• Contract signing, pricing review and general schedule review
• Identification of Owner’s responsibilities vis-a-vis schedule
• Establishing function-related lines of communication with Owner
• Project kick-off meeting agenda items
• Development of detailed schedule and updates
• Development of spread sheets to track all contract communications
• Implementation of mechanisms to avoid disputes

Day Two: Inspections, Change Orders, and “Difficult-to-Deal-With” Owner’s Representatives
• Management and scheduling of the shipyard’s sub-contracts
• Delays as costs: excusable, compensable, non-excused and concurrent
• Condition-found reports: origination and follow-up
• Reliance on OFI and OFM commitments: form, timing, integration
• Responding to failures by the other party to fulfill obligations
• Identifying standards for inspection or rejection of workmanship
• Selection of equipment under the “or equal” clause
• Changes mandated by third parties
• Change of productivity vs. change of workscope
• Examples of successful and other changes
• How timing affects the cost of changes
• The impacts of indirect costs associated with changes
• Risk assessment and risk syndication
• Engineering and procurement for changes
• Identification of all involved crafts: process vs. end product
• Support services for change work
• Distributed vs. limited authority for change negotiations.
• Credits for canceled or replaced basic work
• Lead times and durations for change work
• Identifying impacts of changes on the schedule
• Determining delay entitlement for changes
• Competition for change work
• Use of the Primary Check List for change pricing
• Recovery for time and material changes
• Identifying and neutralizing negotiating tactics
• Use of The C.O. Check List before making new commitments
• Debriefing the production staff prior to post-delivery negotiations

Please note, this course includes catered lunch.  Please notify us if you have any food allergies and we will accommodate. Thank you!

If you have any questions, or would like further information, please contact Michelle at or 778-265-5005.