HalfMoon Education Inc. Knowledge Gets You There

Presenter: Richard J. Davies and 4 more

Recording Date:

Recording Location: Fort Washington, PA

Type: CD/Manual Package

Product Code: 13967

Product Number: 16H PACCWKSP 4 27 CDMN

State-Specific Continuing Education Info:


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.


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

Comparing Standardized Construction Documents          R. Davies

   American Institute of Architects


   Engineers Joint Contract Documents Committee (EJCDC)

Understanding Construction Contract Essentials          W. Zimolong

   Examining contract terminology:

      • Parties, consideration, term, performance, substantial performance, breach, remedies, damages

   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          J. Spang


   Bid form


   Bid bond



Understanding Issues in Contract Administration          W. Testa

   Insurance and indemnity issues

   Chain of command issues


   Changes and change orders


   Substantial and final completion

   Breach and pitfalls

Examining Legal Issues and Contract Disputes          N. Fox

   Changed conditions

   Project documentation

   Delays, acceleration

   Handling payment claims and final payments

   Resolving disputes through mediation, arbitration, litigation

   Understanding contractual and statutory warranties


Richard J. Davies

Shareholder with Powell Trachtman, PC, in King of Prussia
Mr. Davies focuses his practice on the representation of engineers, architects, and other design professionals, as well as manufacturers of complex products. He regularly acts as their consultant and advocate to address nearly all aspects of their professional practice, particularly those relating to risk management. Mr. Davies received his B.A. degree in Natural Sciences, with a concentration in Physics, from the University of Pennsylvania in 1983. In 1986 he graduated from the Law School of the State University of New York, where he was a member of its Moot Court Board. He has substantial experience in various state and Federal courts and alternative dispute resolution forums and is admitted to practice in Pennsylvania, New Jersey and New York.Mr. Davies regularly defends design professionals in actions and proceedings before courts, arbitrators, licensing boards, and mediators. Mr. Davies is a frequent lecturer on professional liability issues for engineers and architects and other design professionals. He has also authored numerous articles on these subjects. Mr. Davies is the co-editor of the PTLCB&L Design Professional’s Practice Bulletin.

Nathan Fox

Nathan Fox of Offit Kurman Attorneys at Law is a real estate, construction, and business lawyer. He represents developers, homebuilders, property owners, business owners, and construction clients in transactions and zoning and land development proceedings. He brings uniquely practical experience from his time as a project manager for two luxury homebuilders to zoning, land development, and construction matters. He has successfully represented and appeared on behalf of clients in the state and federal courts of Pennsylvania and New Jersey, as well as before various municipalities in southeastern Pennsylvania, the Lehigh Valley, and New Jersey. Mr. Fox also represents financial institutions in commercial loan documentation. He works to bring a practical business-minded approach to all transactions on behalf of his clients. In addition to his private clients, Mr. Fox has served as the solicitor for Perkasie Borough, Chalfont Borough, and the Quakertown Borough Zoning Hearing Board, and has represented several other public entities. He has spoken to business groups and taught continuing education sessions in the construction industry.

Jason C. Spang

Pepper Hamilton, LLP – Philadelphia, PA

Mr. Spang focuses his practice on construction-related matters. He represents clients in each phase of the construction process, including contract negotiation and formation, project counseling and dispute avoidance, and formal dispute resolution. His practice involves public and private construction and both domestic and international projects. Before receiving his law degree, Mr. Spang held various roles in the construction industry, working for a general contractor, a construction manager and a consulting firm. He holds a professional engineering license in the State of New Jersey and is a U.S. Green Building Council LEED® Accredited Professional.

Wendy D. Testa, Partner

Partner at Wilson Elser Moskowitz Edelman & Dicker LLP in Philadelphia

Ms. Testa focuses her legal practice on insurance coverage and defense litigation as well as risk management services in the areas of professional liability; construction/construction defect; general liability; product liability; contract drafting, negotiating and disputes; and employment practices. She has also litigated matters alleging violations of the Fair Debt Collection Practices Act and advised clients on best practices in this area of the law. She is experienced in the defense of architects, engineers and surveyors and is a member of the firm’s design professional practice. She performs contract review and drafting services for design professionals and engages in contract negotiations on behalf of these clients.

Wally Zimolong

Attorney at Zimolong LLC in Philadelphia

Mr. Zimolong is one of Super Lawyer Magazine’s “rising stars” in construction litigation, and he has dedicated his entire legal career to representing individuals and companies in the construction industry. He has successfully litigated hundreds of construction-related cases and has counseled clients nationwide on developing and constructing highways, multifamily apartment buildings, professional and collegiate sports stadiums, schools, and uniform planned communities. He has a particular emphasis on representing transportation contractors subject to federal and state disadvantaged business enterprise (D/M/WBE) regulations and other regulatory regimes. He is a frequent author and speaker on the impact of these programs on construction firms and has a nationwide DBE practice.