course: supervising labour-based contracts ref. no. … · equipment costing, bank guarantees. key...

COURSE: SUPERVISING LABOUR-BASED CONTRACTS Ref. No. MODULE: INTRODUCTION 1

SUBJECT: ADMINISTRATIVE DETAILS 1.1

TOPIC: ADMINISTRATIVE DETAILS 1.1.1

• To register the participants and to fill any missing information on the application forms.

• To inform participants about the available facilities both in Nairobi and Kisii.

• Issue the participants with necessary items

• Self introduction

LESSON ORGANISATION: Discussion

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector Pinwall Flip chart Meta card Assignments

TIME REQUIRED: 1½ hrs

SUBJECT: OFFICIAL COURSE OPENING 1.2

TOPIC: OFFICIAL COURSE OPENING 1.2.1

• Getting to know one another.

• Official course opening by MORP&W

• Briefing on course programme and give an indication on intended objective(s)

LESSON ORGANISATION: Discussion

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TIME REQUIRED: 2 hours

SUBJECT: COURSE OBJECTIVE AND EXPECTATIONS 1.3

TOPIC: COURSE OBJECTIVES AND EXPECTATIONS 1.3.1

• Extract course expectations from the participants

• Sorting out and ranking the course expectations.

• Stating the course objectives.

LESSON ORGANISATION: Classroom work and discussion

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector Pinwall Flip chart Meta Card Assignments

SUBJECT: MEDICAL BRIEFING 1.4

TOPIC: MEDICAL BRIEFING 1.4.1

• Create an awareness to the participants about common diseases, prevalence areas and their treatment.

LESSON ORGANISATION: Lecture and discussion

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TIME REQUIRED: 1 hour

SUBJECT: MANAGERIAL ASPECTS 2.1

TOPIC: HOW PEOPLE LEARN 2.1.1

• Create an awareness about the learning process by:- i) Defining learning ii) Enumerating effectiveness of learning iii) Defining communications, its process and barriers

LESSON ORGANISATION: Lecture, discussion and exercises.

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector Pinwall Flip chart Meta Cards Assignments

COURSE: SUPERVISING LABOUR-BASED CONTRACTS Ref. No. MODULE: CONTRACTING DEVELOPMENT 2

SUBJECT: MANAGERIAL ASPECTS 2.1

TOPIC: PEOPLE MANAGEMENT AND SELF DEVELOPMENT 2.1.2

• State and explain different levels in leadership.

• State and explain management skills for effective results.

• Identify the process of self-development.

• Explain self-development methods

• Carry out some exercises on self-development

LESSON ORGANISATION: Lecture, discussion and exercise

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector Pinwall Flip chart Assignments

SUBJECT: INTRODUCTION TO CONTRACTING 2.2

TOPIC: DELIVERY OPTIONS 2.2.1

• Identify different methods of execution of Roadworks.

• Explain different delivery option in contracting labour-based Roadworks.

• Outline the training process and its importance in developing contracting.

• Explain contracting background and core issues

• Explain aspects of the enabling environment for contracting development.

LESSON ORGANISATION: Lecture, discussion case studies and exercises

SUBJECT: INTRODUCTION TO CONTRACTING 2.2

TOPIC: CONTRACTOR IDENTIFICATION AND SELECTION PROCEDURE

• State the factors considered in the contractors identification process.

• Explain methods used in selecting the contractors for labour-based contracts.

LESSON ORGANISATION: Lecture, case studies, discussion and exercises.

SUBJECT: CONTRACTOR’S ACCESS TO CREDIT/RESOURCES 2.3

TOPIC: CONTRACTOR’S ACCESS CREDIT/RESOURCES 2.3.1

• Explain how small scale contractors can access to financial credit required to start and develop a viable enterprise.

• Enumerate the available institutions willing to extend credit to small contractors and their terms and conditions.

• Create awareness about the relevance of contract bonds, the risks to contracting agency and ways and means to minimize the risk

LESSON ORGANISATION: Lecture, discussion and case studies

SUBJECT: RESOURCE MANAGEMENT 2.4

TOPIC: RESOURCE MANAGEMENT 2.4.1

• Identify the most appropriate arrangement for equipment and tools acquisition.

• Identify correct maintenance procedures for equipment owned.

• Be able to assess various mechanical supports capacities within the private sector.

• Basic principles in Financial Management e.g. principles of equipment costing, bank guarantees.

LESSON ORGANISATION: Lecture, discussion and presentation

SUBJECT: THE CONTRACT 2.5

TOPIC: TYPES OF CONTRACT 2.5.1

• Define a contract

• State different types of contracts.

• Distinguish the main features of a contract.

TOPIC: CONDITIONS OF CONTRACT 2.5.2

• Identify standard contract forms used in different countries.

• Identify clauses relevant for site supervision.

• To be able to fill the standard contract forms correctly.

LESSON ORGANISATION: Lecture, discussion

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector Pinwall Flip chart and chalkboard Assignments

TOPIC: PARTIES AND THEIR ROLES IN A CONTRACT 2.5.3

• Distinguish the different parties in a contract.

• State the roles of each parties.

• State duties and powers of the Engineer.

• State duties and powers of the Engineer’s representative.

LESSON ORGANISATION: Lecture, discussions

COURSE: SUPERVISING LABOUR-BASED CONTRACTS Ref. No. MODULE: CONTRACT ACTIVITIES-PREPARATIONS 3.1

SUBJECT: ROAD SELECTION AND PRELIMINARY TECHNICAL ASSESSMENT

TOPIC: NETWORK IDENTIFICATION 3.1.1.1

• Explain various stages considered in selecting a road for labour based contracts.

• State factors considered in selecting a road for labour based contracts

LESSON ORGANISATION: Lecture, discussion and exercises

COURSE: SUPERVISING LABOUR-BASED CONTRACTS Ref. No. MODULE: CONTRACTING ACTIVITIES - PREPARATIONS 3.1

TOPIC: ROAD INSPECTION AND INVENTORIES 3.1.1.2

• Explain various methods of conducting road inspection.

• Explain how the information obtained above can be used in ranking the conditions of the roads.

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector Pinwall Flip charts Assignments

COURSE: SUPERVISING LABOUR-BASED CONTRACTS Ref. No. MODULE: CONTRACTING ACTIVITIES-PREPARATIONS 3.1

TOPIC: MAPPING 3.1.1.3

• Explain how network mapping can be prepared.

TIME REQUIRED: ½ hour

TOPIC: PRELIMINARY COST ESTIMATES 3.1.1.4

• Define preliminary cost estimates.

• Explain the methods used to prepare preliminary cost estimates.

TOPIC: ROAD SELECTION REPORTS 3.1.1.5

• Explain the importance of road selection reports.

• Explain what information it should contain and how this can be analyzed.

TOPIC: ANNUAL WORK PLANS 3.1.1.6

• Explain the role of a work plan in the planning process.

• Explain how an annual work plan is prepared.

• State and explain the information contained in the annual work plan

LESSON ORGANISATION: Lecture, discussion and exercises.

SUBJECT: FIELD ASSESSMENT AND DESIGN 3.1.2

TOPIC: ROAD ALIGNMENT AND TOPOGRAPHIC SURVEY 3.1.2.1

• Explain factors considered in choosing road alignment.

• Explain how alignment standards are determined.

• Explain setting out procedures for a road alignment.

LESSON ORGANISATION: Lecture, discussions and exercises

TOPIC: ROAD DESIGN 3.1.2.2

• Explain the purpose of design in a contract.

• Explain the principles of geometric and structural design.

TOPIC: CALCULATION OF EARTHWORKS 3.1.2.3

• Explain different methods used in estimating earthworks.

• Identify the tools used for each method.

• Illustrate the methods using typical examples.

TOPIC: DRAINAGE SYSTEMS 3.1.2.4

• Identify different road drainage systems.

• Explain the factors considered in the design of different drainage structures.

LESSON ORGANISATION: Lecture, discussions and exercises.

TOPIC: ROAD SURFACING 3.1.2.5

• Explain the purpose of road surfacing.

• Explain different types of surface treatment.

• Explain the construction procedure for surface dressing.

TOPIC: ENVIRONMENTAL IMPACT 3.1.2.6

• Explain the need for soil conservation.

• Describe the main causes of soil erosion.

• Explain the effects of soil erosion on the environment.

• Describe soil erosion control measures on road works.

SUBJECT: DRAWINGS AND DOCUMENTS 3.1.3

TOPIC: STANDARD DESIGN DRAWINGS 3.1.3.1

• Identify and explain the importance of standard design drawings.

• Analyze information on standard design drawings.

TOPIC: TENDER DRAWINGS 3.1.3.2

• Explain the importance of tender drawings.

• Explain the use of tender drawings.

SUBJECT: DRAWINGS AND DOCUMENT 3.1.3

TOPIC: BILL OF QUANTITIES 3.1.3.3

• Define a bill of quantities.

• Explain the objects of Bill of Quantities.

• Explain how bills of quantities are prepared.

TOPIC: ENGINEER’S ESTIMATE 3.1.3.4

• Explain what are engineer’s estimates.

• Be able to carry out Engineer’s estimate.

• Identify the purpose of Engineer’s estimate in Contract Preparation.

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: CONTRACTING ACTIVITIES - PREPARATIONS 3.1

TOPIC: CONDITIONS OF TENDER 3.1.3.5

• Explain the conditions of tender

• Explain contract data sheets

LESSON ORGANISATION: Lectures, discussions and exercises

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector, pinboard, blackboard and flipcharts Assignments

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: CONTRACTING ACTIVITIES – PREPARATIONS 3.1

TOPIC: SPECIFICATIONS 3.1.3.6

• Define specifications

• Explain the purpose of specifications in a contract

• Highlight key areas of specifications

• Specifications

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector, pinboard, blackboard and flipcharts Assignments:

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: CONTRACTING ACTIVITIES - TENDER PROCEDURES 3.2

SUBJECT: INVITATION TO TENDER 3.2.1

TOPIC: PRE-QUALIFICATION 3.2.1.1

• Explain the purpose of pre-qualification in the tendering process

• Explain methods of pre-qualification

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector, pinboard and flipcharts Assignments:

SUBJECT: INVITATKION TO TENDER 3.2.1

TOPIC: ADVERTISEMENT 3.2.1.2

• Explain the purpose of advertisement in the tendering process

• Explain the available methods of advertisement.

TIME REQUIRED: ½ hour

SUBJECT: INVITATION TO TENDER 3.2.1

TOPIC: ISSUE OF TENDER DOCUMENTS 3.2.1.3

• Explain the process of issuing tender documents

SUBJECT: TENDER PERIOD 3.2.2

TOPIC: PRE-TENDER SITE VISIT 3.2.2.1

• Explain the importance of pre-tender site visit

• Explain the roles of different parties during the pre-tender site visit.

TOPIC: TENDER NOTICES 3.2.2.2

• Explain the purpose of tender notices.

• Explain the methods of drawing up tender notices.

TOPIC: WORK PROGRAMMES 3.2.2.3

• Explain and analyze the requirements of a work programme.

• Explain the preparation of a work programme.

• Explain the purpose of a work programme in a contract.

TOPIC: PRICING 3.2.2.4

• Explain the factors considered in pricing.

• Explain the principles of pricing.

• Explain how Bill of Quantity items are priced.

TOPIC: SUBMISSION OF TENDER 3.2.2.5

• Explain the process of tender submission.

TIME REQUIRED: ½ hours

SUBJECT: TENDER EVALUATION AND AWARD 3.2.3

TOPIC: TENDER EVALAUATION AND AWARD 3.2.3.1

• Explain the procedures of evaluating a tender.

• Explain the procedures of evaluating a contract.

• Explain what an agreed work programme is.

• Explain the process of awarding a contract.

- Tender - open, scrutiny, evaluation, approval, clarification,

insurance, securities and bonds. - Notification - Commencement - Ratification

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: CONTRACTING ACTIVITIES – NEGOTIATIONS AND AWARD OF

CONTRACT 3.3

SUBJECT: PLANNING SITE PREPARATION BY CLIENT 3.3.1

TOPIC: SITE PLANNING BY CLIENT 3.3.1.1

• Explain the role of local authorities

• Explain the process of land compensation

• Explain the purpose of construction drawings

• Explain the effects of existing service infrastructure

• Explain advance payment conditions

CONTRACTS 3.3

SUBJECT: PLANNING AND SITE PREPARATION BY CLIENTS 3.3.1

TOPIC: ROAD SAFETY 3.3.1.2

• Identify different types of road signs

• Identify the procedure of installing the road signs in accordance to standards and specifications

• Appreciate the importance of road safety

• Explain the safety requirements on a construction site.

TIME REQUIRED: 1hour

CONTRACTS 3.3

SUBJECT: PLANNING AND SITE PREPARATION BY CONTRACTOR 3.3.2

TOPIC: CASHFLOW AND FINANCE 3.3.2.1

• Define Cash Flow

• Explain the preparation of Cash Flow

• Explain how Cash Flow is related to work programme

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: CONTRACTING ACTIVITIES - -NEGOTIATIONS AND AWARD

OF CONTRACTS 3.3

SUBJECT: PLANNING AND SITE PREPARATIONS BY CONTRACTOR 3.3.2

TOPIC: CONTRACTOR’S RESOURCES 3.3.2.2

• Explain how staffing requirements are derived from work programme

• Explain how equipment/tools required are derived from the work programme.

• Explain how material procurement schedule is developed from the work programme

• Explain factors considered in location of camp site layout

• Explain considerations for setting up a site store

- Labour, materials, equipments and tools - Camp site - Stores - Security and safety arrangements

OF CONTRACTS 3.3

SUBJECT: PLANNING AND SITE PREPARATIONS BY CONTRACTOR 3.3.2

TOPIC: PLANNING FOR LABOUR FORCE 3.3.2.3

• Identify labour requirements

• Prepare labour schedules

- Productivity guidelines

OF CONTRACTS 3.3

SUBJECT: PLANNING AND SITE PREPARATION BY CONTRACTOR 3.3.2

TOPIC: REPORTING AND MONITORING 3.3.2.4

• Explain the importance of planning and monitoring system.

• Identify the tools used in monitoring and reporting system.

• Identify the structure followed when reporting.

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector, pinboard, flipcharts and reporting forms Assignments:

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: CONTRACT IMPLEMENTATION 4

SUBJECT: MOBILIZATION 4.1

TOPIC: MOBILIZATION 4.1.1

• Explain factors to be considered in planning camp site layout.

• Explain the process by which contractor is given possession of a site.

• Identify the procedure followed in labour recruitment.

• State and explain relevant legislation or conventions covering recruitment.

• Explain common labour laws and regulations.

- Site camp arrangement - Possession of site - Recruitment procedures

SUBJECT: CONTRACT SUPERVISION 4.2

TOPIC: WORKS SUPERVISION 4.2.1

• Identify the requirements for site inspection.

• Explain conditions set for site meetings.

• Identify issues that constitute agenda for site meetings.

• Explain the conditions set out for site instructions and variation orders.

• Identify steps in issuing site instruction

• Identify steps followed in issuing variation orders.

- Site inspections - Site meeting - Site instructions and variation orders - Day works

TOPIC: WORKS APPROVAL AND PERFORMANCE 4.2.2

• Identify the steps followed in approving completed works.

• Be able to carry out work measurements.

• Explain the procedure followed in identifying non-performing contractors.

• Identify measures taken in case of non-performance by contractor.

- Works approval, quality control tools - Standards and specifications - Workmanship

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: CONTRACT IMPLEMENATION 4

TOPIC: SETTLEMENT OF DISPUTES 4.2.3

• Identify the relevant clauses dealing with disputes.

• Identify sources of disputes.

• Identify the procedure for settling disputes.

• Explain the role of an arbitrator

• Explain the conditions for the choice of an arbitrator.

- Clauses - Disputes - Arbitration

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector, pinboard and flipcharts Assignments: Clauses

SUBJECT: CONSTRUCTION MANAGEMENT 4.3

TOPIC: CONSTRUCTION MANAGEMENT 4.3.1

• Explain personnel management procedures.

• Explain equipment management procedures.

• Explain the procedures that are followed when procuring goods.

• Explain measures taken in managing finance.

• Explain the procedures followed in identifying non-performing parties.

- Personnel

- Equipment - Procurements - Finance

SUBJECT: CONTRACT ADMINISTRATION 4.4

TOPIC: CONTRACT ADMINISTRATION 4.4.1

• Identify methods of work measurement.

• Prepare interim payment certificates.

• Prepare correctly evaluation claims.

• Raise claims for liquidated damages.

- Measurements - Interim certificate - Claims - Liquidated damages

SUBJECT: DEMOBILIZATION 4.5

TOPIC: DEMOBILIZATION 4.5.1

• Explain conditions for final works approval.

• Prepare documents for final work completion.

• Prepare and issue work approval certificates.

• Prepare a handing over certificate of works.

• Explain the requirement for handing over of works.

- Completion of works - Works approval - Handing over

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: DEFECTS LIABILITY PERIOD 5

SUBJECT: FINAL DOCUMENTATION 5.1

TOPIC: FINAL DOCUMENTATION 5.1.1

• To be able to build up various drawings. • To identify various certificates used in a contract. • To fill correctly a final payment certificate.

- As built drawings - Payment certificates

SUBJECT: MAINTENANCE OF WORKS 5.2

TOPIC: MAINTENANCE OF WORKS 5.2.1

• Define maintenance of works.

• Explain the importance of maintenance of works.

• Identify possible defects on labour-based works.

• Explain various methods of rectifying the defects.

• Define the maintenance period.

- Maintenance of works - Defects - Maintenance period

SUBJECT: POST CONSTRUCTION EVALUATION 5.3

TOPIC: POST CONSTRUCTION EVALUATION 5.3.1

• Review implementation of work programme.

• Carry out cost analysis of the project.

- Work programme - Profitability assessment

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: PROJECT WORK 6

SUBJECT: PROJECT WORK 6.1

TOPIC: PROJECT WORK 6.1.1

• Conduct a technical feasibility of a proposed project

• Prepare a preliminary cost estimate of a proposed project

• Conduct a field survey to assess quantities of work for different activities.

• Formulate clauses / conditions required for a particular type of project.

• Build up prices for carrying out different activities and operations.

• Prepare a work programme for different activities and operations for implementing a project.

• Summarize and reflect on the course details learned and tie them together.

LESSON ORGANISATION: Groupwork / Individual participation and classwork

TEACHING AIDS AND OTHER REQUIREMENTS: Overhead projector, pinboard and flipcharts Assignments: Reference library

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: TRAINING EVALUATION 7

SUBJECT: EVALUATIONS 7.1

TOPIC: EVALUATIONS 7.1.1

• Course / facilities evaluations by filling of necessary forms by participants.

• Looking back and comparing of achievements to expectations.

LESSON ORGANISATION: Classroom work and open discussions

COURSE: SUPERVISING LABOUR BASED CONTRACTS Ref. No. MODULE: TRAINING EVALUATION 7

SUBJECT: CERTIFICATION AND COURSE CLOSURE 7.2

TOPIC: OFFICIAL COURSE CLOSURE 7.2.1

• Official closing by representative from Ministry of Roads & Public Works, Kenya KIHBT / KTC AND ILO-ASIST

• Issuing of course certificates.

LESSON ORGANISATION: Open discussion

course: supervising labour-based contracts ref. no. … · equipment costing, bank guarantees. key...

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