Corporate / Group Training

Contract Monitoring - In House

Procept Associates Ltd., In Worldwide
2 days
Next course start
Start anytime See details
2 days
Next course start
Start anytime See details
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Course description

Contract Monitoring - In House

Monitoring a Contractor’s work on-site requires knowledge of your legal and safety responsibilities, and responsibilities towards your employer. Participants will learn Contract Monitoring and its application, and apply elements of learning to a case study and associated hands-on exercises. Each participant is provided with a copy of a sample “real” contract, and led through various scenarios that simulate the real-life contract life cycle. Participants are introduced to due diligence responsibilities and some standard contract and project management forms.

Upcoming start dates

1 start date available

Start anytime

  • On-site
  • Worldwide

Who should attend?

The Contract Monitoring course is suitable for individuals who are:

  • Monitoring contract work in the field, on behalf of the Owner, or those who are about to start doing so.
  • Involved in other roles of contract management, to gain insight into Contractor site situations.


Participants should be involved or about to be involved in monitoring contractors on a construction site.

Training content


  • Introduction to case study contract
  • Introduction to the course objectives

Understanding the Basics

  • Identify when a contract monitor becomes involved in a Contract
  • Describe steps to be taken and questions to ask for the case study contract situation
  • Identify the contract administrator as the single point of contact in a Contract
  • Review your company’s expectations for contract management
  • Define a contract monitor’s responsibilities with respect to due diligence
  • Describe OHSA responsibility requirements with respect to Contractors and subcontractors
  • Identify due diligence responsibilities in the case study
  • Identify roles and responsibilities

Preparing to Monitor the Contract

  • Discuss the importance of having and reading the contract
  • Discuss the situation of a contract not being readily accessible
  • Identify which terms and conditions are relevant to the contract monitor using the case study contract
  • Answer questions regarding the case study contract terms and conditions
  • Define performance requirements for the case study contract
  • Examine contract forms
  • Recognize which forms are mandatory prior to a Contractor starting the contract work
  • Draft the scope of monitoring required by the case study contract

Contract Execution

  • Examine the project execution phase
  • Identify elements of a good pre-job briefing
  • Examine a day in the life of a contract monitor for the case study contract
  • Recognize essentials for managing safety and human performance in a contract
  • Identify elements of field monitoring, including coordinating project deliverables
  • Recognize how to monitor quality of the Contractor’s work
  • Use observation skills to evaluate a human performance simulation
  • Identify trends in human behaviour that lead to good performance in the field
  • Direct a contractor to stop work in a simulated exercise
  • Identify steps for reporting an incident
  • Analyze boundaries of contract monitor’s authority for case study contract
  • Respond to case study Contractor feedback in a simulated confrontation
  • Discuss importance of team approach to contract performance and communicating as a team
  • Discuss communications and solve a communication problem
  • Identify required elements of a daily log
  • Discuss the importance of a daily log
  • Complete a daily log
  • Appraise participants’ daily logs
  • Analyze roles & responsibilities of with respect to specific tasks during contract execution

Closing Out a Contract

  • Implement diligent contract close-out process, including turnover, commissioning
  • Examine mandatory forms
  • Discuss due diligence roles and responsibilities during the close out process
  • Distinguish monitoring approach differences for small service contracts
  • Discuss lessons learned and the importance of such documentation


  • Review intent of due diligence
  • Review stop work authority and process
  • Discuss contract monitor’s relationship with Contractor in terms of coaching, mentoring and communication
  • Recognize your role in “Owner only” contracts per OHSA

Certification / Credits

Learning Objectives

Participants will gain practical skills to:

  • Define the scope of work required in monitoring a specific contract;
  • Demonstrate skills to stop work when unsafe field conditions develop;
  • Co-ordinate and monitor activities of on-site contractors in a commercial and professional manner;
  • As part of the project management team, assume responsibility for contractors and ownership of their performance;
  • Value the importance of knowing the contractual requirements;
  • Work within the requirements of your company’s contract procedures; and
  • Demonstrate their overall understanding of due diligence roles & responsibilities with respect to both safety and human performance.

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Procept Associates Ltd.

Procept Associates Ltd.

Since 1963, Procept (and its subsidiaries) have trained over 1 million people from over 17,000 organizations. We focus on developing competencies in project management, change management, agile management, leadership, business analysis, IT and data management, as well as soft skill...

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