Fisher Maritime

The Port Engineer's & Owner's Representative's Course

Course Outline

Some topics which you may expect to be covered during the Port Engineer's & Owner's Representative's Course include the following:

DAY 1: Preparation of Specifications for Ship Repair, Conversion, and Construction

  • Defining the scope of work
  • Technical documentation requirements
  • Identifying the required type of specification
  • Common problems with specifications
  • Shipyard schedule & updates for workscope
  • Content/form of owner-furnished equipment
  • Support services provided by the contractor
  • Delivery of owner-furnished equipment
  • Environmentally-related services
  • Integration of owner-furnished equipment
  • Contractor's engineering and design responsibilities
  • Condition reports for open & inspect items
  • Identification of interferences
  • Orders to proceed based on condition reports
  • Review of contractor's sketches & drawings
  • Identifying necessary tests & trials
  • Third-party approvals and inspections
  • System and compartment close-outs
  • Use of "optional" & "conditional" work items
  • Disposal of hazardous & toxic materials
  • Most-probable vs. most-definite workscope
  • Work performed by the ship's crew & vendor
  • Identification of entire workscope for items
  • Review of the contractor's equipment selections
  • Use of vendor's representatives
  • Facilities & services for the owner's representatives
  • Shipyard estimates of hours & materials
  • Bid or pre-negotiated rates for services

DAY 2: Applying Principles of Contract Management to Daily Project Tasks

  • Foundation for success is in the workscope definition
  • Engineering responsibilities, drawing approvals
  • Contractor's obligation to ship check
  • Managing classification and CG items
  • Significance of pre-contract communications
  • Managing OFE commitments
  • Cancellation of basic workscope items
  • Programmed vs. random inspections
  • Responsibility to identify interferences
  • Documenting the shipyard's deficient work
  • Rules of precedence between documents
  • Standards for approvals and rejections
  • When regulations have precedence
  • Progress payments and approval of them
  • Identifying hazardous materials on the ship
  • Reacting to shipyard's failure to achieve commitments
  • Disposal of hazardous materials
  • When the owner fails to fulfill contract commitments
  • Agenda items for project's kick-off meeting
  • Avoiding litigation threshold if disputes arise
  • Transfer of custody and control of the ship
  • Dealing with force majeure & vendor delays
  • Identification of all of the port engineer's responsibilities
  • Measuring the shipyard's and your performance
  • Advance development of the port engineer's spreadsheets
  • Withholding payments for incomplete work
  • Monitoring schedule commitments
  • Credits for deleted work upon vessel delivery
  • Vessel delivery with agreed-upon disputes
  • Managing warranty issues, retainage funds

DAY 3: Shipyard Change Order Negotiation, Pricing, and Scheduling

  • Examples of successful and other changes
  • Credits for canceled basic work items
  • How timing affects the cost of changes
  • Shipyard's vs. ship owner's estimates
  • Identification of real change in workscope
  • Overhead costs in changes
  • Change work as a substitute for basic work
  • Putting advance limits on negotiations
  • Dealing with contractor-suggested changes
  • Choosing a negotiator or negotiating team
  • Avoiding constructive change orders
  • Identifying & neutralizing negotiating tactics
  • Multi-level change order authorization
  • Lead times and durations for change work
  • Engineering & procurement for changes
  • Identifying schedule impacts of changes
  • Identification of all involved crafts
  • Determining delay entitlement for changes
  • Support services necessary for change work
  • Getting change work on a competitive basis
  • Obtaining advance pricing commitments
  • The shipyard's perspective on indirect costs
  • Limiting direct-billing crafts for changes
  • When to allow indirect effects in pricing
  • Identifying the non-obvious scope of work
  • Avoiding letting OFE/GFE commitments cause a change
  • Credits when changes replace basic work
  • Identifying when a change is mandatory
  • Using the changes clause to your advantage
  • Use of THE CHECK LIST before making commitments