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Presenter: Joseph Anderson and 5 more

Seminar Date:

Seminar Location: Houston, TX

Marriott West Loop - By the Galleria
1750 West Loop South
Houston, TX 77027
Phone: 713-960-0111

This seminar is closed or full.

Agenda:

Registration:                        8:00 - 8:30 am

Morning Session:                8:30 am - 12:00 pm

Lunch (On your own):         12:00 - 1:00 pm

Afternoon Session:             1:00 - 5:00 pm


Examining Contract Terminology 
D. Norris

   Parties, consideration, term, performance, substantial performance, breach, remedies, damages
   Understanding types of construction contracts:
      • Stipulated sum 
      • Cost plus fee
      • Design build 
      • Construction management
   Understanding roles and relationships of project participants:
      • Owners, architects/engineers, construction managers, contractors, subs and suppliers
   Contract negotiation and drafting
   Exploring the law of construction contract interpretation


The Primary AIA Contract Documents 
C. Farrar & J. Anderson

   A101-2017 Standard Form of Agreement Between Owner 
      and Contractor (Stipulated Sum)
   A102-2017 Standard Form of Agreement Between Owner and Contractor 
      (Cost Plus Fee with GMP)
   B101 - 2017 Standard Form of Agreement Between Owner and Architect
   A133-2009 Standard Form of Agreement Between Owner and Construction 
      Manager Where Construction Manager is also Constructor
   A141 - 2014 Standard Form of Agreement Between Owner and Design Builder
   A401 - 2017 Standard Form of Agreement Between Contractor and Subcontractor
   C401 - 2017 Standard Form of Agreement Between Architect and Consultant


AIA A201: General Conditions 
J. Mermis

   Overview of new updates to AIA documents
   General provisions
   Project participants: owner, contractor, architect, engineer, subcontractors
   Changes in the work
   Time, payments and completion
   Protection of persons and property, insurance and bonds
   Defects in and correction of work
   Miscellaneous provisions
   Termination, suspension, claims and disputes


Supplemental or Alternate AIA Contract Documents 
K. Cromeens

   A105-2017 Standard Form of Agreement Between Owner and Contractor
      for a Residential or Small Commercial Project
   A107-2017 Standard Form of Agreement Between Owner and Contractor 
      for a Project of Limited Scope
   B105-2017 Standard Form of Agreement Between Owner and Architect 
      for a Residential or Small Commercial Project
   The “SP” Series for Sustainable Projects
   AIA Contract Documents for Digital Practice


Case Study: Reviewing Completed Contract Documents  
for a Sample Project
O. Banks

Credit Information:

Who Should Attend

  • Architects
  • Engineers
  • Contractors

Professional Engineers
     7.0 PDHs

Architects
     7.0 HSW CEPHs/CE Hours
     7.0 AIA LU|HSW

Contractors
     Non-Credit Continuing Ed.


Continuing Education Credit Information

This seminar is open to the public. It offers 7.0 PDHs to professional engineers in all states. Educators and courses are not subject to preapproval in Texas.

This course offers 7.0 HSW CEPHs to Texas architects. Educators and courses are not subject to preapproval in Texas.

The American Institute of Architects Continuing Education System has approved this course for 7.0 LU|HSW (Sponsor No. J885). Only full attendance can be reported to the AIA/CES. Visit www.halfmoonseminars.org for complete AIA information under this course listing.

HalfMoon Education is an approved continuing education sponsor for engineers in Florida, Indiana, Louisiana, Maryland, New Jersey (Approval No. 24GP00000700), North Carolina, and North Dakota. HalfMoon Education is deemed an approved continuing education sponsor for New York engineers and architects.

This course offers a non-credit continuing education opportunity to construction contractors. It has not been approved by any state contractor licensing entity.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers:

Joseph Anderson

Bradley Arant Boult Cummings LLP

Mr. Anderson is an attorney in the Houston office of Bradley Arant Boult Cummings LLP. Mr. Anderson’s practice is focused on construction litigation where he represents businesses and individuals in matters involving commercial and residential construction, real estate, financial services, and energy-related disputes. He is a graduate of South Texas College of Law in Houston and Texas Christian University in Fort Worth.

Olaide Banks

Olaide A. Banks & Associates, PLLC, Houston

Mr. Banks is the principal attorney at Olaide A. Banks & Associates, PLLC, a Houston-based law firm focused on meeting the needs of government and construction contractors throughout Texas. Mr. Banks is an advisor and trusted counsel for CEOs and managers of mid-market construction firms and experienced government contractors. He was rated as a Texas Super Lawyers Rising Star for 2015 and 2016. Mr. Banks became a licensed CPA in 2003 and has 20 years experience as a lead accountant and CFO for successful government contractors. Mr. Banks is a Corporate Fellow in the MBA Program at University of Houston Downtown. In addition to various non-profit and community work, he is a sought after speaker in the areas of government contract law, and procurement law. Mr. Banks earned his B.B.A. degree with a double major in Accounting and Finance from the Bauer College of Business at The University of Houston, and secured his J.D. degree from South Texas College of Law while working full-time as a chief financial officer. Mr. Banks is a member of the State Bar of Texas, Association of Corporate Counsel and the American Institute of Certified Public Accountants (AICPA).

Karalynn Cromeens

The Cromeens Law Firm

As owner/managing partner for The Cromeens Law Firm, PLLC, Ms. Cromeens has more than 12 years of experience practicing construction, real estate and business law. She has successfully filed more than a thousand lawsuits to foreclose or remove mechanic’s liens, with several of those being tried to a jury. Ms. Cromeens graduated with a B.S. degree in Criminal Justice from Carroll College, before attending the South Texas College of Law, where she received her J.D. degree in 2004. With her extensive experience within the construction and real estate industries, she goes the extra mile, providing her clients with innovative legal strategies and services necessary to protect their rights. As founder of the firm, Ms. Cromeens has grown The Cromeens Law Firm, PLLC, at a tremendous rate and serves as a mentor to several employees.

Cristopher Farrar

Bradley Arant Boult Cummings LLP

Mr. Farrar focuses his practice on drafting construction, engineering and architectural agreements, as well as on service and operation-related contracts and oilfield transactions. He represents clients in a wide range of sophisticated and complex project development matters related to commercial, energy, oil and gas, power, renewable, manufacturing, chemical, pipeline, and offshore, industries and infrastructure. Having served as in-house counsel for international engineering and construction companies, Mr. Farrar is a trusted advisor and consultant on the development of construction projects by leading clients through the development and negotiation of project documents. He has drafted and negotiated bespoke agreements, including unique contractual agreements, as well as AIA and FIDIC industry forms. He has handled agreements for major projects in North and South America, the Middle East, Europe, Russia and Africa. Each project has risk in schedule, technology, cost, volatility, markets, shareholders, and safety and health. Mr. Farrar works closely with clients to identify and mitigate risks and resolve any disputes efficiently and effectively.

Joshua Mermis

West Mermis PLLC

Mr. Mermis is a founding partner of West Mermis, PLLC. He has broad experience in litigation, construction, energy and business matters. Mr. Mermis has extensive trial experience having conducted jury and bench trials, as well as arbitrations involving significant multi-million-dollar commercial projects throughout Texas. He represents operators, general contractors, subcontractors, developers, suppliers, product manufacturers, businesses and individuals in a variety of disputes. He is licensed in Texas. Mr. Mermis has been selected as a Texas Super Lawyer by Thompson Reuters, which is an honor conferred upon only on 5 percent of lawyers in Texas and named a Best Lawyer. He was also selected by his peers for inclusion in H Texas Magazine Top Lawyer and Houstonian Top Lawyer. Mr. Mermis is the past chair of the Houston Bar Association Construction Law Section. West Mermis, PLLC has been a Best Law Firm by US News & World Report.

Debra Norris

Debra B. Norris, P.C.

Ms. Norris combines her technical and legal background in her construction law practice. She has a B.S. degree in Electrical Engineering, magna cum laude, from Louisiana Tech University; a B.A. degree in Physics, cum laude, from Centenary College; and a J.D. degree from the University of Texas School of Law. As an electrical engineer she spent ten years building plants for the gas and chemical industries. For the past three years she has been recognized as “Top Houston Lawyer” in construction law by H Texas Magazine. Ms. Norris has also taught construction law in the graduate faculty at the Cullen College of Engineering at the University of Houston since 2005.

Tuition Costs:

Standard Tuition: $289.00
Online Tuition (pre-registration): $289.00
Group Prices
3 or more People: $269.00

Each registration includes one copy of a manual prepared by the seminar speakers.

AIA Info:

AIA Provider Statement:

HalfMoon Education Inc. is a registered provider of AIA-approved continuing education under Provider Number J885. All registered AIA/CES Providers must comply with the AIA Standards for Continuing Education Programs. Any questions or concerns about this provider of learning program may be sent to AIA/CES (cesupport@aia.org or (800) AIA 3837, Option 3).

This learning program is registered with AIA/CES for continuing professional education. As such, it does not include content that may be deemed or construed to be an approval or endorsement by the AIA of any material of construction or any method or manner of handling, using, distributing, or dealing in any material or product.

AIA continuing education credit has been reviewed and approved by AIA/CES. Learners must complete the entire learning program to receive continuing education credit. AIA continuing education Learning Units earned upon completion of this course will be reported to AIA/CES for AIA members. Certificates of Completion for both AIA members and non-AIA members are available upon request.

Course Title: AIA Contract Document Workshop

Delivery Method: Live

Course Description: This is a 7.0 hour live lecture presentation with the instructors and students together in the same room. It will be conducted in a handicap-accessible conference room with ample seating space and writing surface for all attendees. Bound written materials, authored by the faculty, will be distributed to all participants at the program. Attendance will be monitored and reported to AIA/CES.

Learning Objectives:

Learning Objective 1:
Learners will be able to know when to use AIA Standard forms A101-2017, A102-2017, B101-2017, A133-2009, A141-2014, A401-2017, and C401-2017, and they will be able to identify the obligations and project participant relationships that are created by those agreements.

Learning Objective 2:
Learners will be able to know when to use and the obligations of supplemental or alternate AIA contract documents A105-2017, A107-2007, B105-2017, and "SP" Series for Sustainable Projects.

Learning Objective 3:
Learners will be able to define key contract terminology, be able to differentiate types of construction contracts, explain the roles and relationships of the project participants, and discuss legal issues of construction contract interpretation. 

Learning Objective 4:
Learners will be able to identify changes to AIA A201: General Conditions affecting project participant relationships, changes in work, time, payments and completion, protection of persons and property, insurance and bonds, defects and correction of work, termination, suspension, claims and disputes.

LUs: 7.0                                                                                              LU Type: LU|HSWs.

Prerequisites: Familiarity with construction contract terminology and interpretation.

Advance Preparation: None

Program Level: Intermediate

Course Expiration Date: 06/26/2020

Complaint Resolution Policy:

Complaints regarding this course can be emailed to doug@halfmoonseminars.org or by calling (715) 835-5900. A HalfMoon Education representative will respond within 72 hours to resolve the complaint, which will include, but not limited to, access to another CE activity at no or reduced cost or a full or partial refund. Each instance will be resolved on a case-by-case situation.