EPC Contracts Planning and Execution Excellence Course

Training Outlines

Introduction

Engineering, procurement and construction contracts concentrate complex technical, schedule and commercial obligations within a single delivery model. Their apparent simplicity at award can conceal major exposure arising from incomplete design bases, unclear interfaces, supply-chain constraints, performance guarantees and demanding completion requirements.

This course develops an integrated approach to EPC contract planning and execution. Participants connect contracting strategy and risk allocation with scope definition, design management, procurement, construction, project controls and commissioning. Practical exercises address interfaces, critical-path decisions, progress measurement, change, claims and handover, enabling project and contract teams to preserve accountability while managing the interdependencies that determine successful EPC outcomes.

Course Objectives

• Evaluate EPC delivery and contracting strategies
• Define scope, interfaces and design responsibilities
• Allocate technical and commercial risks
• Develop an integrated execution baseline
• Control engineering, procurement and construction
• Measure schedule, cost and physical progress
• Govern change, claims and corrective action
• Manage commissioning, acceptance and closeout

Course Content

Day 1: EPC Strategy and Contract Formation

• EPC delivery model characteristics
• Project objectives and contracting strategy
• Tendering and contractor qualification
• Design basis and scope definition
• Risk allocation and pricing implications
• Contract documents and precedence

Day 2: Execution Planning and Interface Control

• Project execution plan
• Work and responsibility breakdowns
• Integrated master schedule
• Design and stakeholder interfaces
• Communication and governance protocols
• Risk and opportunity planning

Day 3: Engineering, Procurement and Construction

• Design development and reviews
• Technical assurance and approvals
• Long-lead procurement strategy
• Supplier and logistics control
• Construction sequencing and productivity
• Quality and HSE integration

Day 4: Project Controls and Commercial Management

• Critical-path and milestone control
• Physical progress measurement
• Cost and cash-flow forecasting
• Performance dashboards and trends
• Change and variation governance
• Claims prevention and records

Day 5: Commissioning, Acceptance and Closeout

• Mechanical completion systems
• Pre-commissioning and commissioning
• Performance tests and guarantees
• Defects and punch-list control
• Taking-over and acceptance
• Final account and lessons learned