HalfMoon Education Inc. Knowledge Gets You There

Presenter: James R. Case and 2 more

Recording Date:

Recording Location: Livonia, MI

Type: CD/Manual Package

Product Code: 13724

Product Number: 15H MICCWKSP 11 12 CDMN

State-Specific Continuing Education Info:

Description:

This audio recording is approximately 7.5 hours in length and is available for $279 (including shipping). Please refer to specific state licensing rules or certification requirements to determine if this learning method is eligible for continuing education credit.

How to Use

HalfMoon will mail you these materials via USPS. Please allow 5 weeks from the date of purchase to receive your product. If the live seminar is in the future, please allow 5 weeks from the date of the live seminar.

The CD/Manual package includes an audio recording of a live seminar on CDs, along with a bound copy of the manual that was distributed at the seminar. The manual contains written materials prepared by the seminar speaker(s).

The CDs contain embedded number codes, which you are required to document and return to HalfMoon if you wish to obtain a certificate of completion for the program. The acceptance of self-administered continuing education activities vary widely between states and professions. Before undertaking any self-study effort, you should review the rules of your licensing/certifying entity.

HalfMoon Education guarantees its products. The self-study products are recorded from a live seminar and there are circumstances where an audio recording is not available. HalfMoon will contact you and issue a full refund if the product you ordered is not available. If you are not happy with a product you receive, you can return the product for a full refund. However, refunds will not be issued if completion certificates are requested.

Agenda:

Registration:                    8:00 - 8:30 am

Morning Session:             8:30 am - 12:30 pm

Lunch (On your own):       12:30 - 1:30 pm

Afternoon Session:           1:30 - 5:00 pm


Understanding Construction Contract Essentials             B. Jensen

   Examining contract terminology:

      • Parties, consideration, term, performance, substantial performance, breach,
        remedies, damages, express warranties, implied warranties, modification, waiver,
        implied contracts and modifications, third party beneficiaries, reliance and promissory estoppel

   Understanding types of construction contracts:

      • Payment method

      • Award and selection

      • Project delivery system

      • Number of primes

      • Legal description

   Studying roles and relationships of project participants:

      • Owners, architects/engineers, construction managers, contractors, subs and suppliers

   Exploring the law of construction contract interpretation


Reviewing Bidding Documents             B. Jensen

   • Invitation               • Bid form

   • Instructions           • Bid bond

   • Information            • Addenda


Reviewing Contract Documents             M. Meldrum

   Use of standard forms or custom documents

   Agreement

   Performance bond

   Payment bond

   Contract conditions (general and supplementary)

   Specifications (Format, CSI 1995 and 2004)

   Shop drawings

   Contract modifications (change orders, directives, etc.)


Understanding Issues in Contract Administration             J. Case

   Insurance and indemnity issues

   Chain of command issues

   Subcontracts

   Changes and change orders

   Payments

   Substantial and final completion

   Breach and pitfalls


Examining Legal Issues and Contract Disputes             M. Meldrum

   Changed conditions

   Project documentation

   Delays, acceleration

   Handling payment claims and final payments

   Resolving disputes through mediation, arbitration, litigation

   Understanding contractual and statutory warranties

Speakers:

James R. Case

Member with Kerr Russell Attorneys and Counselors in Detroit
Mr. Case’s practice focuses on commercial, contract, construction, and surety law. In his construction practice, he has provided ongoing representation for numerous design professionals, general contractors, subcontractors, owners, and suppliers in a wide range of business matters, including defense and prosecution of claims relating to damages for delay, differing site conditions, construction change directives, owner interference, design errors/omissions, and contract interpretation in connection with public and private construction projects (commercial, institutional, and industrial). In his surety practice, Mr. Case represents sureties in large and small matters including defaults, litigation, and claims against performance and payment bonds. He serves on the American Arbitration Association’s National Roster of Arbitrators and Mediators, and the American Arbitration Association’s Large, Complex Case Panel. Mr. Case was ranked among The Best Lawyers in America®, by Woodward/ White, Inc.; was named a “Michigan Super Lawyer” by Thomson Reuters; and was rated a “Top Lawyer” by Dbusiness magazine.

Barry J. Jensen

Having worked closely with various types of construction related businesses for over 26 years, Mr. Jensen provides clients with practical and insightful advice based on an intimate understanding of the particular needs and concerns of construction related businesses. He regularly assists owners, developers, public agencies, contractors, subcontractors and suppliers with private and public construction contract issues ranging from bidding issues and contract negotiation, through disputes, claims, and where necessary, arbitration or trial. Mr. Jensen will help a client establish good procedures and contract documents to control risk from the beginning of the project. He works with clients during a project to resolve disputes and/or prepare a solid presentation of their position to achieve a favorable result through claims or dispute resolution discussions or procedures. When a dispute cannot be resolved informally, Mr. Jensen provides aggressive and efficient representation through any form of dispute resolution. He has successfully handled legal matters for clients in facilitation, mediation, settlement, arbitration or court litigation in various states and in every common forum for dispute resolution. Mr. Jensen is recognized as a tenacious litigator and a skilled trial attorney. In addition to project related issues, he regularly assists construction clients in developing operating agreements, joint ventures, insurance claims, licensing issues, real estate development, leasing and purchasing, and general business legal concerns. He frequently provides his business contract expertise to clients involved in business outside the construction field as well. He has successfully advised and represented clients in businesses, including automotive supply, textile manufacturing, aircraft salvage, retail, hospitality, medical, veterinarians’ services, and environmental remediation.

Maria L. Meldrum, PE, JD

Partner at Sullivan, Ward, Asher & Patton, P.C. in Southfield
Ms. Meldrum focuses her practice in the areas of engineering and construction law and related transactional matters. Having worked as an engineer for over 10 years, she brings her knowledge and experience in civil design and project management to the practice of law. She has litigated and arbitrated contract, building construction, engineering design (structural, environmental, coastal, civil, mechanical, geotechnical), asbestos and building material, and project management claims related to industrial and commercial facilities. She has also assisted in litigation related to legal malpractice claims. Ms. Meldrum is a member of the American Arbitration Association Construction Panel and serves as an arbitrator on both small and complex matters. She is admitted to the bars in Michigan, California, and Arizona. She maintains her engineering licenses in California, Arizona, and Michigan.