Tendering, Liens, Contracts Risk

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							                                 Wednesday, October 29th, 2008
                                                             Crowne Plaza Hotel
                                                             Toronto Don Valley




Tendering, Liens, Contracts & Risk
ConferenCe Chair:                                         SponSored by:
Paul Sandori, Revay & Associates Ltd.
expert panel:
Glenn Ackerley, WeirFoulds LLP
Rocco Sebastiano, Osler, Hoskin & Harcourt LLP
Clive Thurston, Ontario General Contractors Association
Audrey Warner, McLauchlin & Associates


Register on-line at www.lawtalk.ca or call 416-512-3807
         critical workshop for the
                        A
  construction industry and its advisors
On any construction project the risks are extensive, and even the smallest dispute can bring work to a
grinding halt, affect the viability of the project, and put everyone working on the project in jeopardy. The
key to success is effective management of any concern that may arise.

Join your colleagues for this one-day workshop and learn strategies for assessing risk, and tackling contracts,
tendering and liens. We will address fundamental industry issues and offer the latest updates on recent court
cases. Learn how these findings will affect the way you do business now and on future projects.

Our panel of nationally-recognized experts will share their knowledge and provide you with the tools to
master the legal complexities of any project to avoid pitfalls, accomplish your objectives, and improve
your profitability.


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           attendance!
                                                    Must attend event for:
                                                  • Architects                                                   • In-house Counsel
                                                  • General Contractors                                          • Contract Lawyers
                                                  • Consultants to the Construction Industry                     • Owners and Developers
                                                  • Builders/Developers                                          • Engineers
                                                  • Construction Lawyers                                         • Subcontractors


             Paul Sandori, Dipl. Ing. Arch. OAA                            Glenn Ackerley, WeirFoulds LLP.                                  Rocco Sebasti
             RIBA FRAIC, Revay & Associates Ltd.                           Glenn is a partner with WeirFoulds LLP,                          Harcourt LLP.
              Paul is an architect and senior consultant                   representing public and private owners,                           Osler’s Energy G
              with Revay and Associates Ltd. The                           developers, contractors, subtrades,                               the firm’s Constr
              firm specializes in project management,                      suppliers, and consultants in a variety of                        Group. Rocco’s
scheduling and progress monitoring on new projects,          construction-related matters, including construction lien         in energy, construction, engin
with particular expertise in claims assessment. Paul has     and trust claims, and deficiency and delay claims in both         and infrastructure project ma
investigated building deficiencies, construction delays      the ICI and residential sectors. He regularly advises on          experience on a wide range o
and contract administration issues on a number of major      project structures, construction and consultant contracts,        acted for various project part
buildings and acted as expert witness in numerous            procurement issues, and risk-avoidance strategies.                developers, contractors, oper
lawsuits. He successfully mediated, adjudicated or                                                                             and engineers. His project ex
                                                             Glenn is a Director of the Toronto Construction Association
arbitrated many construction disputes. He is editor of the                                                                     and internationally, includes p
                                                             and Chair of its Allied Professions’ Division, and is active in
Construction Law Letter, a publication he co-founded in                                                                        major buildings, civil and pub
                                                             the Construction Advisory Council. He taught Construction
1984. He has co-authored a book on tendering law and                                                                           construction, operation and m
                                                             Law at Ryerson University’s Department of Architectural
practice, and has written a number of technical papers on                                                                      involvement in energy and inf
                                                             Science for many years, is an instructor for the Admission
various construction issues, and a book on Mechanics.
                                                             Course of the Ontario Association of Architects, and
                                                             presented at the Annual Symposium of the Ontario General
                                                             Contractors Association.
          Contracts, Tendering, Risk and Claims
     v 8:00 a.m.                                        v 10:30 a.m. – 10:45 a.m.                           • CCDC2:
                                                                                                              - Key Changes, Key Clauses
     Registration & Coffee                              Refreshment Break
                                                                                                              - CCDC Construction Management
                                                                                                                Documents
     v 8:45 a.m.                                        v 10:45 a.m. – 12 noon                                - The Importance of CCDC / CCA documents:
     Welcome & Opening Remarks The One-Hour Lien Expert                                                         the advantages & disadvantages
     Conference Chair:                                                                                      • Engineering Procurement & Construction
                                                        Understand the finer details of the Construction
     Paul Sandori, Revay & Associates Ltd.                                                                    (EPC) Contracts
                                                        Lien Act – most importantly where it applies,
                                                        and where other remedies are required. Key          • Types of Contracts, and how they apply to
                                                                                                              Design/Build & Other Trends
     v 9:00 a.m. – 10:30 a.m.                           findings in recent cases have impacted lien
                                                        law, and the relevant implications will be
     What’s New in the Law                              discussed in light of the following:                v 2:30 p.m. – 2:45 p.m.
     of Tendering                                       • Phased Projects                                   Refreshment Break
     In the last few years, there have been             • Pitfalls
     important court cases dealing with                 • Release of holdback
     various aspects of the law of tendering.           • Deliverables
                                                                                                            v 2:45 p.m. – 4:00 p.m.
     Understanding the legal issues, and the            • Financial obligations                             Risk Management
     steps that led to litigation, may mean the
     difference between a smooth process
                                                                                                            Strategies
     leading to contract award and years of             v 12 noon – 1:00 p.m.                               Understanding your risk exposure is a key
     litigation! The session will start with a review                                                       element in any project. What are the most
                                                        Networking Luncheon                                 effective clauses for your specific purpose, and
     of basic principles and latest trends and
     developments, then delve into:                                                                         when should they be applied? Recent case
     • RFPs — what are the rules? Are there any         v 1:00 p.m. – 2:30 p.m.                             findings shed light on these topics and more:
                                                                                                            • Allocation of risk in various project delivery
         rules?
                                                        Contracts                                              systems
     • What the industry is saying about today’s
                                                        Most construction contracts make the                • Identifying key risks at each stage of the
         bidding practices: what’s good, what’s bad
                                                        consultant, in the first instance, the                 construction process
     • A survey of recent significant cases and         interpreter of the contract, the judge of its
         what they mean, including:                                                                         • Escalation Clauses
                                                        performance, and the payment certifier.
         - Design Services v Canada: are                What are the limits of the consultant’s                - Weather / Climate / Force Majeure
           subcontractors and consultants out of        authority? A recent decision of the Ontario            - LEED Certification / Building
           luck? How do you organize your bid           Superior Court of Justice thoroughly                     Performance / Other Green Issues
           team to avoid being out of court?            examines this issue. The expert panel will
         - Tercon Contractors Ltd. v B.C.: is           interpret the ramifications of this finding, and    v 4:00 p.m.
           “Contract A” dead, or will the Supreme       present updates on:
           Court of Canada keep it alive?
                                                                                                            Conference Adjourns

iano, Osler, Hoskin &                          Clive N. Thurston, Ontario General                            Audrey Warner, McLauchlin &
. Rocco is Co-Chair of                         Contractors Association. Clive is the                         Associates. Audrey Warner is engaged in
Group and a member of                         President of the Ontario General Contractors                    all areas of Construction Law, with a focus
 ruction and Infrastructure                   Association (since 2002), and a Certified Gold                  on construction litigation; representing
  practice concentrates                       Seal Project Manager, Arbitrator Mediator,                      owners, developers, contractors and
neering, procurement             Building Code Official, and Architectural Technologist.        subcontractors. Audrey is also a member of the teaching
atters. He has extensive         Clive held the position of By-Law/Building Official with the   faculty at the University of Waterloo, a past lecturer for
 of major projects and has       City of Brampton and was the Chief Building Official for       the University of Toronto’s School of Architecture and
ticipants, including owners,     Prince Edward County before becoming President of the          the author of a number of articles on construction law
 rators, lenders, architects     OGCA. His duties include facilitating disputes between         topics. An accomplished speaker, Audrey regularly
xperience, both nationally       project partners, promoting education, and providing           speaks at seminars, workshops and conferences for the
 public-private partnerships,    advice on contracts. As a strong believer in consultation      Construction Industry.
blic works design,               not confrontation, Clive promotes policies that help all
maintenance, with extensive      stakeholders within the construction industry.
 frastructure projects.
                                 Clive has been appointed to the Editorial Board of the
                                 Daily Commercial News, Building Advisory Committee and
                                 the Construction Advisory Committee to Minister Caplan.
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                                          Crowne Plaza Hotel Toronto Don Valley
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