ng Standards in Practical L

S e t ti e ar n
ing

Total Building Commissioning,

Recommissioning and
Retro-commissioning Process
October 13-15, 2010 Ottawa, ON

Design and Maintenance

of Roof Structures on
Industrial Buildings
October 25-26, 2010 Ottawa, ON

Tendering Dos and Donts

to Promote Best Practices
December 13, 2010 Ottawa, ON

EPIC On-Site Program: A Special Opportunity

EPIC courses are available as private on-site programs when you need to have a group of employees trained within your organization. They can be identical to the program offered in EPIC
brochures, or modified to suit your specific requirements. Take advantage of this opportunity to save time and travel expenses by having our instructor(s) come to you.

For more information on these programs, please visit our website at www.epic-edu.com or call Tim Chugh at 1-888-374-2338 ext. 242 or email him at tchugh@epic-edu.com.

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www.epic-edu.com EPIC Learning Centre: 5759 Coopers Avenue, Mississauga, ON L4Z 1R9
 Total Building Commissioning,
Stormwater Recommissioning
Management and Retro-commissioning
for Improved Water QualityProcess

After participating in this course, you will be able to: Day I

recognize that the commissioning and recommissioning process is becoming an
accepted practice for building owners and manufacturing process managers 8:00 Registration and Coffee
implement an effective and successful quality design and construction approach that
incorporates the commissioning process 8:20 Welcome, Introduction, Workshop Preview, Learning Outcomes and
specify the key steps and tools used in the commissioning and total building the Assessment Method
commissioning process with a thorough understanding of their similarities and
differences
change from the current design-build-supervise process to the commissioning process 8:30 The Total Building Commissioning Process New Construction
transform your organization to adopt the total building commissioning process Introduction to building commissioning
principles The fundamental objectives of the commissioning process
Definition of commissioning
Definitions
Description Benefits of the total building commissioning process
Building commissioning, a tool originally developed for HVAC systems, is being extended Do we need a building commissioning authority?
to all new building systems: the current concept of total building commissioning. Its use is on
the rise. Many major companies and government agencies now require the commissioning 9:30 Refreshments and Networking
process on new construction and renovation projects. Owners of institutional, commercial
and industrial buildings and large multi-unit residential buildings must use proven quality 9:50 Building Commissioning Phases
management tools and process systems that match their needs, meet their budgets and Pre-Design Phase Commissioning process
schedules, and reduce operating problems in new and renovated buildings or plants. Objectives
Pre-design commissioning process
In this course you consider the primary goals of the building commissioning process Pre-design commissioning team
for new construction, but also exploring the activities and roles of recommissioning Developing owners project requirement (OPR)
for existing buildings that had already been commissioned, retro-commissioning for Developing the commissioning plan
buildings that had not been commissioning and Continuous Commissioning. These goals Exercise: preliminary review of commissioning plan sample
are to reduce building and process construction costs as well as increase quality, energy Pre-design phase activities
efficiency, comfort and value. You also learn how to achieve these goals by introducing Issues log procedures report
more effective planning and communication techniques that are applied from project Commissioning process progress reports
conception through at least one year of building occupancy or process operations. Pre-design phase acceptance requirements

The course enhances your understanding of this important tool, by describing how the Design Phase
commissioning and recommmissioning process clearly establishes the owners project Objectives
goals and reduces conflicts, construction change orders, end-of-project conflicts, punch Design phase commissioning process activities and responsibilities
lists, and modifications during the first year of operations. When you implement the Basis of design
commissioning process you ensure as a building owner that you receive high-quality building Update commissioning plan
systems, effective operations and maintenance manuals, and well-trained operating staff. Commissioning specifications
Exercise: preliminary review of commissioning specification sample
The course brings to you the specialists knowledge of how total building commissioning Design phase documentation
and recommissioning is integrated into planning, design, construction and operations; Construction checklists - samples
how it is organized, packaged and delivered; and how the lessons learnt can be used Systems manual
for continuous improvement of future building projects. Training requirements
Review of design professional submittals
The total building commissioning and recommissioning process must integrate with Design phase acceptance requirements
other construction delivery methods, project management by the owner, bid and build
design projects, agency construction management, and design-build. It enhances 12:00 Lunch
the existing skills of design, construction, and operating professionals. This course
examines the relationship of commissioning to successful commercial processes 1:00 Construction Phase
and to sustainable and green building design, in addition to its primary focus on total Objectives
building delivery. The first edition of the CSA Z320-xx Building Commissioning Standard Construction phase responsibilities and activities
released in 2010 is also discussed and reviewed (public review in March 2010). Construction phase commissioning process
Update owners project requirements
Update the commissioning plan
Objectives Commissioning responsibilities matrix (CRM): sample
To discuss what the total building commissioning and recommissioning processes are, Pre-construction commissioning process meetings
why there is a need for them and how they differ from current procedures. Review submittals
To present how total building commissioning has been applied. Schedule commissioning process activities
Sample of commissioning schedule for motors and VFDs
Who Should Attend Sample of M&E building commissioning schedule
Commissioning engineers, engineering and architectural consultants, designers, Developing test procedures
project managers and coordinators, owners and their representatives, developers and Developing test data records
builders, directors of physical plants, technical support, operating and maintenance Commissioning team meetings
personnel and other individuals interested in smooth operations of institutional, Site observations inspections
industrial, commercial and large residential buildings. Pre-functional test(PFT)
Issues log and deficiency resolution
Program Outline Construction phase documentation
Construction phase commissioning process report
Instructor: Juan Orozco P. Eng, CEM, LEED AP Commissioning progress report

2 www.epic-edu.com 1.8 CEUs / 18 PDHs

 Total Building Commissioning , Recommissioning and
Stormwater Management for Improved Water Quality
Retro-commissioning Process

Acceptance Phase 9:00Exercise: ASHRAE Headquarters - Owner Project Requirements

Objectives
Acceptance phase responsibilities and activities 9:45Refreshments and Networking
Functional performance verification test (FPVT)
Deferred testing 10:00Training for Building Commissioning
Issue log and deficiency resolution The training manual-training sessions
Verification phase-test execution and functional performance verification Electrical systems-mechanical systems
Functional performance test forms-sample of standard procedure for BAS and EMCS
variable frequency drives Training agenda-training evaluation
Training direction and verification
Commissioning corrective action report Commissioning Communications
Record documents and operation & maintenance information Communication as basis of all commissioning activities
Systems manual review and verification Methods of communication-the commissioning plan
Updating the commissioning plan, the OPR and BOD Verbal communication
Final commissioning report The commissioning issue log
Acceptance phase documentation E-mail commissioning correspondence
Commissioning report-specifications
Occupancy Operations and Warranty Phase Contractor commissioning scope description for pricing
Objectives Kick-off meeting: commissioning meetings
Occupancy and operations phase commissioning process activities Commissioning field inspections comments
and responsibilities
Occupancy and operation phase acceptance Cost of Building Commissioning and Return on Investment
Warranty activities and documentation Benefits of building commissioning
What is including in the building commissioning cost?
Commissioning Process Flow Chart How much cost will building commissioning add to the project cost?
Estimated cost of LEED Commissioning
2:30Refreshments and Networking
Commissioning for Energy Management
2:45 Building Commissioning Contracting Options Continuous commissioning (CC) and team members
Who should perform commissioning? Continuous commissioning process
What is the third party testing company? Uses of commissioning in the energy management process
Pros and cons associated to potential commissioning providers Commissioning measures
Contractors representative as the commissioning authority Operational efficiency measures for AHU systems
Owners representative as the commissioning authority Ensuring optimum building performance
Engineers representative as the commissioning authority Commissioning new buildings for energy management
Equipment vendors representative as the commissioning
authority 12:00Lunch
Third party as the commissioning authority
1:00 LEED Building Commissioning
Building Commissioning-Roles and Responsibilities Sustainability principle and LEED
Building commissioning process activities performed by the com Advantages of LEED certification
missioning Authority: general activities, during the pre-design The role of commissioning in LEED certification
phase,during the design phase, during the construction phase, Fundamental building commissioning
during the occupancy and operations phase Commissioning report components
Activities executed by the owner Standards and guidelines
Activities executed by the MandE consultant/engineer Best practice commissioning
Activities executed by the construction manager Measurement and verification
Activities executed by the MandE contractor International performance measurement and verification
Activities executed by manufacturers Protocol (IPMVP)

Commissioning Services Request for Qualifications 2:00Refreshments and Networking
Background
Scope of work 2:15Commissioning of HVAC Systems
Limit of responsibilities Pre-design activities- design phase activitie
Focus of the commissioning process Construction phase activities-acceptance phase
Desired qualifications
Instruction to proponents Commissioning of Building Envelope Systems
Selection criteria Pre-design activities-design phase activities
Construction phase activities-acceptance phase
4:30Adjournment
Commissioning of Electrical Systems
Day II Pre-design activities-design phase activities
Construction phase activities-acceptance phase
8:30 Developing the Owners Project Requirements in New Construction
The OPRs in the commissioning process Commissioning of Special Electrical Systems
Key elements of the OPRs Pre-design activities-design phase activities
OPRs common elements to most of commissioning process Construction phase activities-acceptance phase
Obtaining the information
Owners project requirement workshop 3:15Refreshments and Networking

1.8 CEUs / 18 PDHs www.epic-edu.com 3

 Total Building Commissioning,
Stormwater Recommissioning
Management and Retro-commissioning
for Improved Water QualityProcess

3:30Commissioning of Plumbing Systems 2:00 Refreshments and Networking

Pre-design activities- design phase activities
Construction phase activities-acceptance phase 2:15 Retro-commissioning Procedures
Investigation Phase
Commissioning of Fire Protection Systems
Pre-design activities-design phase activities Site Investigation Activities
Construction phase activities-acceptance phase Team members and responsibilities
HVAC Activities: owner staff training-initiate site investigation, site
The Commissioning Process Matrix datalogger utilization-building load study, HVAC system
Case Study (discussion) investigation and test, control systems investigation and tests, cooling
tower and boiler gas (water usage investigation and tests),
3:45 Discission and Review of the First Edition of CSA Z320-xx Building perform HVAC quick fixes, test and balance
Commissioning Standard Building envelop activities ( investigation and tests)
Electrical systems activities
4:30 Adjournment Site investigation-building lighting load and quality study
Building lighting control study-building electrical study
Day III Building power quality and grounding inspection
Electrical system M&V-building electrical investigation and tests: plumb-
8:30 Building Recommissioning ing system activities, site investigation-assessment- water
Recommissioning guide usage study, systems investigation and tests, landscape water investi-
Commissioning, recommissioning, retrocommissioning and continuous gation and tests, rain water harvesting investigation and tests,
commissioning grey water system investigation and tests, Perform plumbing quick
How recommissioning helps fixes, water usage system M & V, gas usage system M&V
Recommissioning benefits Sustainable activities (investigation and tests)
O&M assessment, Rcx and energy audits
Cost of recommissioning Site Investigation Phase Documentation
Recommissioning process Analysis Phase
Responsibilities-analyze issues
Recommissioning Process Breakdown Building energy analysis
Phase 1: Planning: recomissioning team, what makes a good candidate HVAC systems analysis
for recomissioning? Building envelop system analysis
Phase 2: Investigation: pre-site investigation phase, typical HVAC Electrical system analysis-plumbing system analysis
information, problems that drive energy cost up Problem solutions
Phase 3: Implementation Retro-commissioning corrective action report development
Phase 4: Hand-Off and persistence strategies Analysis phase documentation
Key strategies for success
Retro-commissioning Process Matrix
9:30 Retro-commissioning
Definitions 3:15 Refreshments and Networking
Owner responsibilities
Retro-commissioning authority responsibilities 3:30 Case Study(discussion)
Certified TAB firm responsibilities Potential business opportunities
Design professional responsibilities Benefits of service
Contractor or vendor responsibilities
Minimum instrumentation 4:00 Questions and Answers and Feedback to Participants on Achievement
Retro-commissioning report of Learning Outcomes
Current building requirements (CBR)
4:30 Concluding Remarks and Final Adjournment
11:00 Refreshments and Networking
Instructor:
11:15 Retro-commissioning Juan Orozco P. Eng, CEM, LEED AP is an Electrical Engineer registered with
Retro-commissioning plan Professional Engineers Ontario (PEO), with 20+ years broad commercial/industrial
Data logs and interview records experience. Mr. Orozco is Certified Energy Manager from the Association of
Testing check sheets Energy Engineers and LEED Accredited Professional, currently working as an
Utility usage evaluation Energy Manager on buildings ranging from the commercial and institutional sectors
Fine tuning, low cost, not cost and quick fix report developing and implementing energy management plans to reduce energy and
Corrective actions recommendations report improve operational efficiency. Juan has experience in building commissioning,
Commissioning report of corrective actions recommissiong, energy audits and power quality. Prior to becoming an Energy
TAB report engineer, Juan has worked as building commissioning engineer in commercial,
Commissioning communications institutional, health care and mission critical facilities, has been an Energy and
Reliability Engineer for a Hydro company, and has been a university professor. He
12:00 Lunch has many years of experience in technical training; he has been involved in several
LEED projects as part of a Commissioning team. Juans experience includes
1:00 Retro-commissioning Process working with large scale power distribution systems in Canada, the United States,
Pre-site investigation phase and in South America.
Site investigation phase
Site investigation phase documentation
Analysis phase
Corrective action phase
Follow-up phase

4 www.epic-edu.com 1.8 CEUs / 18 PDHs

 Design and Maintenance
Stormwater Managementof Roof Structures on Industrial
for Improved Water Buildings
Quality

After participating in the seminar, you will be able to: 8:30 Roof Design and Materials
specify the roofing components most suitable for your roofing needs Paul NeVille, Tremco Canada
supervise to ensure quality of construction of your industrial buildings roofs. Types of roof structures: advantages and cost: decks, vapour retarders,
achieve cost savings in roof maintenance and repair. insulating materials, membranes, surfacing, fasteners/attachment
develop and implement a roof inspection program components and the role each play in making a successful roofing
diagnose and remedy roof integrity problems system
assess the maintenance requirements of existing roofs Materials, past, present and future: roofing membranes including BUR,
prevent premature failures of roofing systems by implementing a well-organized, Modified Bitumen Membrane, EPDM, PVC and other single ply
attentively followed maintenance program membranes
evaluate and analyze roofing degradation problems to minimize roofing Roof loading from the elements
deterioration
Roof loading from equipment
avoid potential problems by understanding causes of roofing failures
Membranes
use for your benefit the clear understanding of warranties from the standpoint of
owners, consultants, manufacturers and contractors Curbs
select and appoint contractors for your roofing work and how to manage extras Insulation
and contract close outs
10:30 Refreshments and Networking

Description 10:50 Wind Design Guide for Roofing

The absence of maintenance of a roof structure can have significant economic
impacts. Water leakage on plant personnel and production equipment, heat loss
and degradation of the roof support framework are the effects of a deficient roof.
Roof structures should be correctly maintained and repaired expediently and in a
cost effective manner.
The many different and evolving roofing materials and systems in the market can
present a large challenge in the selection, maintenance and rehabilitation of roofs.
This course provides information on most current practices with respect to roofing
design, maintenance, management and rehabilitation. Participants find out the latest
about the available materials and systems, learn how to avoid common pitfalls in
selecting roofing systems, learn how to determine and select the right amount of
insulation for roofs and how to improve drainage on the roofs. Those involved in
the maintenance of roofs learn the different types of maintenance required for
roofs, economic justification for maintenance, determining the trade-off between
repair and replacement, understanding the major types of roof replacement 12:15 Lunch
options and improving the design of roof during roof replacement. Participants
leave with practical learning and full of new ideas, which enable them to perform 1:00 Penetrations and Flashing
their roofing projects with increased confidence resulting in enhanced economy
and efficiency. The course will also discuss the environmentally attractive Green
Roofing concept.
Objectives
To provide current knowledge on the types and components of roof structures
2:00 Condition Assessment
To present the relevant code requirements and standards
To provide an understanding of the requirements for the design, construction,
maintenance, repair and replacement of roofing systems
To provide an outline for the development of a roof preventive maintenance
system
Dr. Bas Baskaran
Wind is one of the essential considerations in roof design. Poor design
or faulty construction, or the selection of non-compatible
materials, can result in severe wind damage to the roof, the cost of
which is often exceeded by losses associated with interior
damage and interruption of occupancy. A new publication from the
Institute for Research in Construction provides engineers,
architects and building officials with information on how to better design
mechanically attached flexible membrane roof assemblies to
resist wind uplift. This publication, A Guide for the Wind Design of
Mechanically Attached Flexible Membrane Roofs, will help improve
roof performance and reduce losses as a result of roof failure in high
winds.
Paul NeVille
Types
Materials
Installation
John Callender, Genivar
How to perform a roof condition assessment
Common roofing problems to investigate
Reports and cost estimates

Who Should Attend 2:40 Refreshments and Networking

Building owners and managers of institutional, industrial, commercial or multiple-
unit residential buildings, civil engineers, plant managers/engineers; maintenance 3:00 Roof Maintenance
managers; specification writers, roofing consultants, contractors and suppliers of Michel Gravel, Tremco Canada
roofing materials, technicians and technologists, construction supervisors; industrial Elements of an economic preventive maintenance program
engineers; plant operations managers and supervisors; consulting engineers and Locating problem areas (leaks)
architects; facilities managers and superintendents Economic and effective corrective maintenance practices
Records
Program Outline Examples of roof problems and repairs
How to make the most appropriate choice to roof replacement
Day I Needs analysis- what is needed
Developing specifications and contract documents
Chairperson: Paul Sheehy, Tremco Canada Short listing and selecting contractors
Changes that can be made to improve the roof design during replacement
8:00 Registration and Coffee Managing extras
Managing project close outs
8:20 Welcome, Introduction, Workshop Preview, Learning Outcomes and
the Assessment Method 4:30 Adjournment

1.2 CEUs / 12 PDHs www.epic-edu.com 5

 Design and Maintenance
Stormwater Managementof Roof Structures on Industrial
for Improved Water Buildings
Quality

Day II 4:00 Closing Remarks and Final Adjournment

8:30 Green Roofing Faculty:

Scott Wylie
Description: minimizing the burden on the environment, conserving Dr. Bas Baskaran is a Group Leader for the Roofing Sub-Program at the National
energy, and extending roof system life spans Research Council of Canada, Institute for Research in Construction (NRC/IRC).
Operation and maintenance At the NRC, he is researching the wind effects on building envelopes through
Examples experiments and computer modeling. He also acts as adjunct professor at the
University of Ottawa. He is the vice-chairperson for the Roofing Committee on Wind
9:15 Codes, Regulations and Safety Issues (RICOWI) and a member of ASCE, SPRI and CIB technical committees.
Scott Wylie He has authored and /or co-authored over 150 research articles in the area of
Access to roof structures wind effects on buildings. Being a professional engineer, Baskaran received
Working on roof structures his bachelors degree in engineering from Annamalai University, Madras, India.
Codes and regulations governing roof structures His masters degree in engineering and Ph.D. were from Concordia University,
Montreal, Canada. Both research topics focused on the wind effects on buildings
10:10 Refreshments and Networking and earned best dissertation award from the Canadian Society of Civil engineers.

10:30 General Roofing Issues
Dr. Bas Baskaran
Steep roof maintenance
Drains, gutters and downspouts
Roof traffic
Re-roofing
Financial benefits of a maintenance program
12:00 Lunch
1:00 Viewing Your Roofing As An Asset Life Cycle Performance
Paul Sheehy
The benefits of a proactive roof maintenance program will be examined
along with the consequences of inactivity. During the
presentation information will be provided on the life cycle costs of roofs
and the economics of roof maintenance to assist decision makers
in planning and allocating the resources necessary to ensure that their
roof assets provide acceptable performance and their expected
service lives are realized. Various tools and methods currently availail-
able for determining the condition of the roofs and the level and
type of intervention required to keep the roof functional will be presented.
2:00 Administration of Successful Roofing Performance Warranties
Michel Gravel
Materials
Workmanship
Inspection
Records
2:40 Refreshments and Networking
3:00 Case Study
Dr. Bas Baskaran
WIND-RCI Wind - Roof Calculator on Internet
National Research Council of Canada developed a web-based
calculator, which can eliminate possible misinterpretations of code
language. It is named as Wind RCI (Wind - Roof Calculator on Internet).
During this presentation, professionals are encouraged bring their lab
top with wireless connection. Hand on calculations and theory behind
the procedures will be discussed. Calculation of the roof cover wind uplift
design loads involve several parameters such as roof structure, slope,
wind speed, building height, roof areas, building terrain, building type and
building openings.
Paul Sheehy is the Ontario Manager with Tremco Roofing. Since 1983 Paul
has specialized in the development of proactive roof maintenance programs
for both large and small organizations. Paul is a frequent speaker at roofing
seminars and symposiums throughout North America and is a regular contributor
to various facility management and roofing industry related publications.
Paul Neville, P. Eng. Engineering Service Manager, Roofing Division, Tremco
Canada. As manager of Engineering Services for Tremcos Roofing Division, Paul
and his group are responsible for providing all manner of roofing field technical
support to their clients. Emphasis is placed on developing workable solutions to meet
design requirements. Pauls 22 years in the roofing industry have covered a diverse
area including product development, roof condition assessments, job inspection,
specification development, and problem investigation. Paul is a Professional
Engineer registered in the Provinces of Ontario and Manitoba and a graduate
in Engineering Science (Civil/Structural) from the University of Western Ontario.
Ongoing education has included courses from the Roofing Industry Educational
Institute, CMHC and a variety of ASTM and NRCA conferences and symposiums.
In 2002 Paul received his Building Science Certificate from the University of Toronto.
Scott Wylie, B.Tech, is Principal of Wytech Building Envelope Solutions Inc.,
with over 25 years of experience in sustainable and durable solutions to moisture
control issues, relating to the complete building envelope. He is presently a
member of the Board of Directors, Toronto Construction Association and the
Ontario Chapter Director for Green Roofs for Healthy Cities. Scott collaborated in
an advisory role with the City of Torontos Green Building Standard and their Cool
Roof Program and is on the Senior Advisory Committee for Cities Alive! - 2009
World Green Roof Infrastructure Congress. He regularly appears as a contributing
guest speaker at Construct Canada, Roof Consultants Institute and Green
Roofs for Healthy Cities. He is also Past President of both the Ontario Building
Envelope Council (OBEC) and the Sealant and Waterproofing Association. Scott
was a training instructor for Roof Consultants Institute (RCI) Accreditation and a
long-term contributor to CSCs Registered Specification Writers sub-committee.
John Callender, BSc Urban Planning is a Building Envelope Consultant with
Genivar. He has over 23 years in experience in Building Envelope Technology.
Michel Gravel has worked as a Technical Specialist with Tremco Canada, an Ontario
roofing manufacturer, since 1995. Michel has developped an industrial customer base
in Montreal and works closely with third-party specifiers in Gatineau, Qubec, and
Ottawa, Ontario. In 2006 he organized and moderated the green roofing component
of the National Green Building Conference and Expo, which was held in Ottawa.
Previous to Tremco, Michel sold and installed concrete liners for the chemical,
pharmaceutical and paper industries. An avid historian,Michel published his first
book Tough as Nails in 2006. It tells the story of the war exploits of John Foley, an
Ottawa roofer. The book has since been published in France, in French.

Questions and Answers and Feedback to Participants on Achievement of

Learning Outcomes

6 www.epic-edu.com 1.2 CEUs / 12 PDHs

 TenderingManagement
Stormwater Dos and Dontsfor
to Promote Best Practices
After participating in this course, you will be able to:
prequalify contractors with the understanding that
you gain from the seminar of the prequalifying
criteria and its implications
differentiate between contract prices and
subcontract prices and develop the right practice to
deal with the latter
apply the knowledge of what happens if the tender is
not awarded to the lowest bidder
use in your tendering practice the learning from the
seminar about what happens if there are allegations
that a bid is non-compliant
recognize the liability of the owner for mistakes
of a tendering contractor which are induced by a
negligent misrepresentation or omission on the part
of the owner in the tender package
improve your tendering practice with the knowledge
of the liability of the consultant to the owner and to
the contractor arising out of the tendering process
develop a checklist to ensure that all requirements
for a tender are complete
Description
As a method of procurement, tendering is hazardous.
Errors in accepting or evaluating bids can have
expensive consequences, either in lost business
opportunity, or in legal liability. The law of tenders is
complicated and constantly changing as the courts
and the construction industry grapple with the evolving
business climate.
In spite of all the care and caution involved in
preparation of bid packages, problems have arisen
many times in accepting a bid and awarding a contract.
From preparation of tender document to the award of
a contract there are a number of activities performed
by owners, consultants and contractors. All of these
activities have legal implications. This seminar will
address such implications and define the legal rights
and obligations of each participant in the process.
Objective
To provide a forum where owners, consultants and
contractors can understand legal implications of
tendering from each others perspective for the general
benefit of the construction industry.
Who Should Attend
Officers of construction firms and officials of government
agencies responsible for the tender calls, negotiation
or awarding of contracts: facilities executives, building
code advisors, plant managers, chief engineers, project
managers, architects, engineers, technologists and
technicians and lawyers.
Special Features
This seminar is unique. One case study threads through
all presentations and many other examples are used
to illustrate the topics.
Program Outline
Instructor: Michael MacKay, Barrister & Solicitor
Registration and Coffee
0.6 CEUs / 6 PDHs
Improved Water Quality
Welcome, Introduction, Workshop Preview,
Learning Outcomes and the Assessment
Methods
Introduction to the Program
What is tendering?
Why tender?
The economic rationale
The political rationale
Presentation of case study
A real life situation of where bidders allege that
other bids are non-compliant and that the owner is
potentially liable for evaluating bids unfairly
Introduction to the Law of Tenders
The legal rules governing the tendering process
Statutes, regulations, by-laws and policy
The common law contracts
The traditional law of tendering
The Contractors Obligations to the Owner
The Ron Engineering revolution the Supreme
Court makes the rules
The limits of Ron Engineering
- RFPs and other forms of procurement versus
tenders
- Owners representations
- Contractors defences to owners claims
The Owners Obligations to the Contractor
Unintended Consequences
The logical implication of the Ron Engineering
decision, and what it means for owners.
The Supreme Court makes some new rules:
- M.J.B. Enterprises v. Defence Construction
non-compliant bids
- Martel Buildings v. Canada fairness in bid
evaluation
- Double N Earthmovers v. Edmonton extent of
owners obligations when evaluating bids
The Supreme Court makes a safety net: Tercon v
British Columbia exclusion of liability for owners
breach of the tendering process
Before the Bids are Opened Practical Issues in
Calling for Tenders
Preparation of tender documents
Prequalification
Bid depository
Time of bid submission
Bid withdrawal
Compliant bids the minimum requirements
The problem of the single bidder
Once the Bids are Opened
How to evaluate bids without running afoul of the law
Bid evaluation what are the rules?
- Implications of not awarding to a low qualified bidder
- What happens if no tender is awarded?
- What happens if all bids are over budget?
What constitutes compliance substantial versus
perfect and the owners right to waive imperfect
compliance
- Incomplete tenders
- Failure to nominate subcontractors
- Unbalanced tenders
The Consultants Obligations in Bid Evaluation
To the contractor
To the owner
Other Issues
Use of subcontract prices and implied acceptance,
subcontractors rights and duties the Supreme
Courts decision in R. v. Design Services
Local preferences
Use of fax and email
Bid shopping
Liability for errors in tender documents
Bid disclosure freedom of information legislation
Best Practices - A Checklist
Checklists for owners and contractors will be
discussed and developed for the participants to
carry with them.
Questions and Answers and Feedback to
Participants on Achievement of Learning
Outcomes
Concluding Remarks and Final Adjournment
There will be a one-hour lunch break in addition
to refreshment and networking breaks during the
morning and afternoon. Lunch and refreshments will
be provided.
Daily Schedule:
8:00 Registration and Coffee
8:30 Session begins
12:00 Lunch
4:30 Adjournment
Instructor:
Michael MacKay has been practicing law in Toronto
for over 20 years, the last 18 almost exclusively in the
field of construction law, and the last 13 at his own firm.
He was a member of the Ontario Bar Associations
Construction Law Sections Executive Committee from
1993 to 2009, and for most of that time co-edited its
newsletter Nuts & Bolts. He is a contributing editior
to the Construction Law Letter, where his articles
regularly appear. For the last 13 years, he has travelled
across Canada to talk on construction law topics
including a complete construction law course for EPIC.
www.epic-edu.com 7
5 EasyWays to Register
If you have any questions, You may fax the Our mailing address is: You may e-mail the You may register online
or require assistance, completed form to: EPIC Learning Centre completed form to by completing our
phone Ruby at: 1-800-866-6343 5759 Coopers Avenue Ruby at: online form at:
1-888-374-2338 ext. 222 (24 hours) Mississauga, ON L4Z 1R9 rsubben@epic-edu.com www.epic-edu.com

Course Location: Ottawa

Radisson Hotel Ottawa Parliament Hill
402 Queen Street
Ottawa, ON K1R 5A7
Tel: 1-800-333-3333

Attendee(S): Please list additional names on separate copies made from this registration form.
Yes, Sign Me Up For:
Mr/Mrs/Ms
Position Total Building Commissioning,
Recommissioning and
Company/Organization Retro-commissioning Process
Nature of Business Course Code: 01-1024-2137
October 13-15, 2010 Ottawa, ON
Address The fee for the course is $1,695 + HST.
City Province Postal Code If you register after September 10, 2010
the fee increases to $1,865 + HST.
Tel. (Office) Tel. (Residence)
Fax E-mail Design and Maintenance of Roof
Please provide both business and residence telephone numbers in case of changes. Structures on Industrial Buildings
Course Code: 01-1025-2137
YES, I would like to receive notification of upcoming courses by E-mail October 25-26, 2010 Ottawa, ON
How did you hear about this course? The fee for the course is $1,195 + HST.
If you register after September 24, 2010
Tax Information: the fee increases to $1,365 + HST.
If tax-exempt, enter tax-exempt number below and attach copy of tax-exempt certificate
Questions? Phone our Toll Free at (888) 374-2338 ext. 222. GST# R135 276 467 Tendering Dos and Donts to
Exempt # Promote Best Practices
Course Code: 01-1205-2137
Payment (Payment must be received before the seminar/course start date.) December 13, 2010 Ottawa, ON
Tuition (Canadian funds): $ The fee for the course is $675 + HST.
Plus GST or HST: $ If you register after November 12, 2010
Total amount due: $ the fee increases to $765 + HST.
Certified/Company Cheque or Money Order#
(Payable to EPIC Educational Program Innovations Center) Purchase order # EPIC On-Site Program: A Special Opportunity
Purchase orders must be received in advance of the course EPIC courses are available as private on-site programs when
you need to have a group of employees trained within your
Accounts Payable personnel: organization. They can be identical to the program offered in EPIC
Tel.: brochures, or modified to suit your specific requirements. Take
Charge to: advantage of this opportunity to save time and travel expenses
by having our instructor(s) come to you.
Card Number EXP. Date
For more information on these programs, please visit our
website at www.epic-edu.com or call Tim Chugh at 1-888-
Authorized Signature 374-2338 ext. 242 or email him at tchugh@epic-edu.com.

Continuing Education Units (CEUs)

EPIC Educational Program Innovations Center has been approved as an Authorized Provider by the International Association of Continuing Education and Training (IACET), 8405 Greensboro Drive,
Suite 800, McLean, VA 22102. In obtaining this approval, EPIC Educational Program Innovations Center has demonstrated that it complies with the ANSI/IACET Standards which are widely recognized
as standards of good practice internationally. As a result of our Authorized Provider membership status, EPIC Educational Program Innovations Center is authorized to offer IACET CEUs for its programs
that qualify under the ANSI/IACET Standards.
CEUs indicate the number of hours invested by you in the course to acquire new knowledge and skills. As an IACET Authorized Provider, EPIC Educational Program Innovations Center offers CEUs for its
programs that qualify under IACET guidelines, therefore the CEUs awarded by EPIC are recognized internationally. They are convertible to professional development hours (PDHs) required by professional
engineering associations and learned engineering societies. One CEU is equal to ten PDHs.
In order to successfully complete an EPIC course and earn the indicated CEUs, participants must demonstrate achievement of the learning outcomes listed for the program. This can be achieved by taking
part in the discussions, case studies, workshops, practice exercises, etc. as well as the question and answer periods and any tests or assignments that may be administered. Those who are unable to
demonstrate achievement of the learning outcomes (due to lack of participation) or who have missed more than 5% of the course will not be awarded the indicated CEUs. Successful completion of EPIC
courses qualifies you to receive a certificate of completion from EPIC Educational Program Innovations Center. This certificate indicates the CEUs earned by you.
EPIC ensures high quality in all its courses by employing instructors of high calibre. We want you to feel 100% satisfied that you received even more than you expected. We build quality in every aspect
of our operation: from course development to expert instruction delivered in comfortable learning environments, to optimize your personal learning experience. It is our aim and practice to ensure quality
education, which enables you to be more effective and productive on the job.

EPIC Learning Centre: 5759 Coopers Avenue, Mississauga, ON L4Z 1R9 Toll Free: 1-888-374-2338