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Contracting: Beyond the Basics

Many supply chain professionals learn the basics of contracting on the job. However, to advance in your profession, you’ll need to develop more sophisticated contracting skills. This supply chain management course will provide you with advanced contracting know-how to progress in your career and take on new challenges. In this “beyond the basics” contracting course, you’ll build upon your existing contract knowledge and take it a step further by focusing on how to construct effective customized agreements. For hands-on practice, you’ll review numerous contract clauses and their uses in various situations, including services, software, construction and e-commerce. This course will also address contracts from a global perspective to prepare you with global contracting skills, an in-demand skill set. To ensure this course is applicable to your specific role, you're invited to have copies of your contracts for reference during the program.

Member Price: $1,199.00

List Price: $1,499.00
CLASSROOM
Early Bird Pricing Ends on Nov 01 2021

Date

Dec 1-2, 2021

Add To Calendar 12/1/2021 8:30:00 AM 12/2/2021 4:30:00 PM Contracting: Beyond the Basics Orlando, FL

Location

Orlando, FL
Format
Classroom
CEH Credits
14.0
Product Code
4420-21

Additional Information

Presenters

HELEN M. POHLIG, J.D., has been licensed to practice law in Minnesota, Arizona, and Washington, D.C.; She currently lectures and writes on commercial law subjects and provides pro bono representation to a variety of non-profit organizations. She also works part-time doing legal document review.

Helen has extensive experience in government relations and regulation, previously specializing in telecommunications law. She started her legal career as in-house counsel at Republic Telcom Corporation in Bloomington, Minnesota, where she handled both regulatory affairs and general business matters including taxes, contracts, and vendor disputes. Subsequently she served as General Counsel for the Competitive Telecommunications Association and as Managing Director for the National Association of Information Services in Washington, D.C.; She later became a Corporate Vice President at the National Association of Purchasing Management (NAPM), where she was responsible for NAPM's government relations program, international relations, and in-house legal work. For more than 20 years she has taught extensively for the Institute for Supply Management (ISM, formerly NAPM), ISM affiliates and private companies and organizations throughout the U.S. as well as internationally.

Ms. Pohlig graduated with honors from Pacific Lutheran University, Tacoma, Washington, and earned her juris doctor degree with honors from William Mitchell College of Law, St. Paul, Minnesota.

Description

What You Will Learn:

  • How to draft situation-specific contracts
  • How to analyze various types of contracts, including capital equipment, services, design work and construction
  • How to protect your organization from common contract pitfalls
  • Ways to broaden and strengthen your contract-writing capability
  • How contracts should be put together and how contracts flow
  • How to change and broaden a contract for different situations
  • International concerns and clauses
  • How to write and review a contract

Course Overview & Goals:

  1. Understand the legal aspects of the supplier selection process:
    • IFBs
    • RFPs
    • RFQs
    • POs
    • Blanket agreements
  2. Contracts for goods:
    • Inspection and acceptance
    • Security agreements
    • Special situations
    • Multiparty agreements
  3. Consulting agreements and other service contracts:
    • Specifications
    • Intellectual property rights
    • Ownership
  4. Design and construction contracts:
    • Pricing options and terms
    • Liability, indemnity and insurance
    • Mechanics' liens
    • Use of liquidated damages and other remedies to ensure performance
    • Dispute clauses
  5. Confidentiality/non-disclosure agreements
  6. Glossary of contract terms
  7. Dealing with salespeople, notably how to protect your organization from salespeople who do not deliver what they promise
  8. Technology and its effect on contracting:
    • E-procurement and the contracting process
  9. Exercises in drafting and analyzing contracts

Who Should Attend:

This supply management contracting course is ideal for experienced purchasing and supply management professionals who want to improve how they analyze and draft various types of contracts. Participants should have fundamental knowledge of business contracts, purchasing law and the UCC prior to attending this course. Please have a calculator.

Suggested prerequisite: Ts and Cs: Contracting Essentials

Terms And Conditions

Invoice Payment Terms: Full payment is required before participation in the event. We reserve the right to refuse admission if full payment is not received in accordance with these terms.

ISM Promotions: ISM promotions are applicable to registrations where other promotions and discounts have not been applied. Any promotion that contains a deliverable by ISM shall be delivered upon the conclusion of the event and verification of your attendance. ISM reserves the right to substitute any promotion with equal or lesser value.

Group Registrations: Eligible group discounts will be applied at the time of purchase, registrations must be received at the same time and individuals in the group must be from the same company to be eligible (Student registration rate is not eligible for group registration). Cancellations must be in writing and received 5 weeks prior to the event. No refunds shall be given for cancellations received within 5 weeks of the event. If the organization is no longer eligible for the group discount, each registration will revert to individual pricing and the balance due will be deducted from the refund amount. Transferring the registration to another colleague is accepted – additional fees may apply.

Event Cancellations: Cancellations more than 5 weeks before the date of the event will incur an administrative charge of 50%. Cancellation within 5 weeks of the date of the event will be charged the full fee. You must notify ISM in writing of a cancellation.

Indemnity: ISM reserve the right to make changes, restructure or postpone the program without notice. If the program is not held for any reason, ISM's liability is limited to the program fee.

Special Needs: If you have special dietary needs or if you require any special services or auxiliary aids in accordance with the Americans With Disabilities Act, please be sure to check the appropriate line on the event registration form. An ISM representative will contact you to confirm your special needs.

Antitrust Statement: It is the express policy of ISM to comply at all times with all existing laws, including the antitrust laws, and in furtherance thereof, this ISM Antitrust Policy shall apply to all activities and programs sponsored or conducted by or within ISM, including CAPS Research, and is intended to minimize the risk of the appearance of any violation of the antitrust laws.

Photo/Audio/Video Release: From time to time, ISM uses photos and/or audio/video of participants in public event spaces in our promotional and educational materials. By virtue of your attendance, you agree to the use of your likeness in such materials, including print and/or electronic media without further notification or authorization.

View full terms of service here.