Construction Industry Training Network (CITN)

CCDC 5A+5B: Construction Management Keys to Success (Live Online Training)
Gold Seal: 4 Credits
Monday, September 16th - Wednesday, September 18th, 2024
Registration Deadline
Sunday, September 15th, 2024
Event Description

Many projects run into cost overruns, schedule delays, quality and performance issues. Thus, Project Owners are looking for solutions! 


Construction Management is a great solution if done well! Construction Management is about building a collaborative team from the outset of the project. The team is comprised of the Project Owner, Consultant and Contractors to address the key areas of functional requirements, time, cost, quality, and constructability.


Whether you are the Project Owner, Consultant, General Contractor or Subcontractor, you need to understand your Construction Management roles and responsibilities throughout all project phases: predesign, design, project delivery and post construction. You also need to be well versed in the Construction Management project drivers and concepts in order to fulfil your contractual responsibilities and achieve success.  A well orchestrated Construction Management project drives success for all partners. 


In this session, from a team of industry partners’ perspectives, you will:

  1. Gain an understanding of the Construction Management process
  2. Recognize when to use Construction Management as a Delivery Method
  3. Learn the roles of each partner for collaborative success
  4. Determine when and how to procure Construction Management services
  5. Identify tools and techniques to optimize Construction Management performance
  6. Grasp the nuances of the different forms of Construction Management contracts – CCDC 5A|5B (industry standard contracts)
  7. Understand the duties assigned and compensation for Preconstruction, Construction and Post-Construction in the CCDC 5A | 5B
  8. Practice the key elements to focus on for project success:
    • Engage the design assist process
    • Align budgets to estimates
    • Use design control to promote cost control
  9. Apply the learned knowledge to establish the Construction Manager’s compensation
  10. Discuss the pros and cons for conversion to consolidated pricing
  11. Acquire critical insights into the challenges with the Construction Management Delivery Method

Who should attend: Understanding the keys to success for construction management is important for all industry partners! This course is most applicable to mid-management personnel who will actively be working on Construction Management projects and administering the contract.

  • General Contractors and Subcontractors:
    • Construction Company Owners/Managers
    • Project Managers
    • Commercial Managers
    • Estimators
    • Business Development Managers
  • Project Owners – Public and Private
  • Third party Project Managers (for the Project Owner)
  • Architects and Engineers
  • Bonding and Insurance specialists

Important Note:


This workshop requires full face-to-face interaction and participation from both the instructor and students. In order to attend, you must make sure you have the following:


  1. Computer or laptop with webcam (webcams are mandatory): This workshop will involve 100% on-screen interaction with your instructor and classmates, reading/viewing on-screen content like slides or videos, and interacting via typing with questions or responses. For this reason, attendees are not permitted to attend via a tablet or cell phone. Webcams (no virtual backgrounds) must be on at all times.
  2. Sharing a single regsitration between two or more individuals is not permitted. Please register each person that will be in attendance.
  3. A quiet space with minimal distractions: Please plan to be fully engaged in the class, and clear your work schedule just as you would for attendance in an in-class program.
  4. Attendance and participation in all three workshop sessions is mandatory for workshop completion. *Please note that If a student misses a class session, we are unable to transfer registration or provide a partial refund of the registration fees.


Attendance and participation in all three workshop sessions is mandatory for workshop completion. *Please note that If a student misses a class session, we are unable to transfer registration or provide a partial refund of the registration fees.



  • A course that keeps you engaged.  Subject matter experts from coast to coast and their experiences at your fingertips.  Great Value! – Dan, Evoy Electrical Innovations Inc.
  • This professionally facilitated workshop provided great insight into the differences between the CCDC 5a and CCDC 5b contracts and which clauses and areas should be carefully reviewed.  The facilitator (Debbie Hicks) did an outstanding job keeping the pace on track and involving both the SME and participants. - Kevin, ARCA
  • In this course, you will analyze the CCDC 5A and 5B, hear real-life experiences of when these contracts have been used, and understand when to consider the construction management delivery method for a project. – Lauren, University of Winnipeg
  • The workshop was a great opportunity to communicate with like minded individuals to enhance our knowledge of CCDC 5A and 5B.  There were some specific areas that I personally was not clear on and this really helped to clarify. Justin – Sawyer Construction
  • This was one of the most valuable courses I've done, with real life experience/perspectives from owner/consultant/CM on successful CM contracts. It renews my faith that companies can manage large projects and still keep the humanity in collaborative win-win-win attitude. – Stew, Story Construction
  • Fantastic combination of subject matter experts giving real world feedback and examples. Debbie Hicks did a fantastic job leading the conversations. Nate, Island Health
  • This course is a highly informative, interactive workshop. The broad range of trainers from, Architect, General Contractor, and Owner provides an industry wide view of Construction Management. This course also provides a breakdown of CCDC 5A & CCDC 5B contracts as well as a general better understanding of contract structure. Michael, EllisDon





Debbie Hicks, BSc | DSH Consulting - Workshop Facilitator

With a comprehensive and varied education background, learning has been at the core of her career. As former President of the Southern Interior Construction Association in BC for 22 years, liaising with the buyers of construction services, architects, engineers and contractors in advocacy and education brings a solid base to her expertise. In addition, her experience as the owner representative for the construction of the new Clubhouse for the Kelowna Yacht Club has provided additional perspective. She has been fortunate to work with the Alberta Construction Association to facilitate industry dialogue on “Optimizing the Flow of Money” and “Non-Standard Contract Clauses and their Costs”. Through these experiences, with a lot of passion and enthusiasm, Debbie is able to bring both knowledge and insight into her work and presentations for the construction industry.






Dean C. Slater, P. Eng., GSC

Dean Slater is a Professional Engineer APEGA Life Member with 40 years’ experience in the construction and development industry.  He is a Past President of the Calgary Construction Association (CCA) and has held various executive level positions working in General Contracting, Development, and the Alberta Health Services (AHS) project management group. Dean has worked on many significant projects in Alberta including Calgary’s Petro-Canada (Suncor) Centre, the Olympic Saddledome, the Hyatt Hotel, Telus Convention Centre, SMART Technologies Building, major hospital expansions, and the South Health Campus. His roles spanned estimating and construction management as both the General Contractor with CANA (Vice-President) and Ledcor Construction, Project Manager on the Smart Technologies Building, and Project Owner’s representative / Vice-President with AHS and Triovest Realty Advisors. Retiring in January 2018, Dean has embarked on a new role as a fundraising volunteer with Wellspring Calgary – a cancer support group providing programs and education to individuals diagnosed with cancer.  Due in part to his volunteer efforts, Dean was recognized in 2018 with CCA’s “Person of the Year” award.


Mark Scharf, BA Hons, MHA

Mark recently retired from the University of Calgary where he was responsible for the delivery of capital projects across the organization. The annual workload entailed approximately 400 capital and renovation projects per year with an annual project spend of approximately $150M. During his 12- year tenure as Director, the Project Management Office delivered   9 new buildings including multiple teaching and applied research buildings, major infrastructure renewals, new residence halls and a new main library. Mark was actively engaged with procuring design and construction teams and negotiating and overseeing a wide variety of contracts including Design Build, Construction Management at Risk, Lump Sum and performance-based engagements.


Mark brings 30 plus years of public sector experience with both post-secondary and health organizations including the Calgary Health Region and Age Care Senior Communities. Mark takes pride in building strong teams, mentoring the next generation of project professionals, and engaging diverse stakeholders in achieving outstanding results.


Rick Boates, AScT., GSC, LEEDAP, Lean Green Belt, President, Unitech Construction Management

Rick’s career in the construction industry spans 49 years including 14 years in design consulting, 2 years as a Building Inspector and 33 years as founder and President of one of BC’s leading Construction Management firms. Rick served on the Board of ICBA, the Independent Contractors and Businesses Association for 8 years. Rick also served on the Board of Merit Canada for 8 years and is now dedicating his board efforts to the Delta Hospital and Community Health Foundation.


Rick has guided Unitech through the successful completion of nearly $1.5 billion worth commercial, institutional, recreational, hospitality, First Nations, Health and even civil and industrial projects throughout BC. All of these projects been implemented via Construction Manager as Agent via old CCA 5 or CCDC 5A contracts on behalf of many repeat public and private clients. He is continuing his passion for collaborative construction with $400 million in CM contracts in progress and is leveraging Unitech collaborative approach on promotion of IPD and Lean Construction on current and upcoming projects.


Terry Danelley, FRAIC, MAA | LM Architectural Group

Terry has over 30 years of experience with LM Architectural Group including 20 years as a principal, directing the firm’s educational facilities team in programming, planning and design of public, private and First Nations educational facilities, including daycare facilities, K-12 schools and post-secondary projects. Terry’s experience includes a wide range of different building typologies and scales covering the institutional, educational, residential, office/commercial, and industrial market sectors.  He has extensive experience in the Design-Bid-Build, Design-Build, Construction Management, and Integrated Project Team delivery methods.  Terry now acts as a special advisor to the partnership; serving LM’s education group and undertaking design and planning assignments related to that sector of the firm.


Walter Strachan, RSW, PQS (F), CSC (F).

Walter has extensive experience earned through over 40 years in the consulting engineering industry with CBCL Limited. During his career he has served as department manager, project manager, corporate quality manager (ISO 9001), corporate risk manager), principal, director, and Chair of the Board at a major Atlantic Canada based engineering and environmental services company.


Upon retirement from CBCL Limited, Walter opened Act 3 Advisory Services, to continue a life-long obsession with all things related to project delivery in the design and construction industry.

Walter’s design and construction interest center around standard practices, project delivery methods, cost planning and control, risk management, and dispute resolution. Those interests resulted in tenures as Chair, Canadian Design Build Institute (CDBI); President, Canadian Institute of Quantity Surveyors (CIQS); Chair, Canadian Construction Documents Committee (CCDC); and Board Member, Canadian Construction Association (CCA).  He has also served on several significant Task Teams including MasterFormat; CSC/CSI Uniform Drawing Systems; and the Integrated Delivery (IPD) Task Team.

Walter is the 2021 recipient of the Nova Scotia Consulting Engineers (CENS) Distinguished Service Award.





What previous participants have said:


“Fast paced, well organized, led by industry experts.  Well worth it for those in the vertical construction industry as architects, engineers, CM's, contractors or sub-trades.”

“A course that keeps you engaged.  Subject matter experts from coast to coast and their experiences at your fingertips.  Great Value!”

“A brief, intense overview of the CCDC 5a and 5b contracts:  a collaborative approach to project development and execution.  The real-life experiences shared from our trainers provided excellent context for the relevance of these contracts' evolution.”


Contact & Support

For support or inquiries, please email or call 604-293-2339.

All prices in Canadian dollars
Ticket Price
Attendee Registration for Webinar
BC Road Builders Member $649.00
CITN Member $649.00
ICBA Member $649.00
Non-Member $849.00
Day 1    Monday Sep 16, 2024
7:30am - 11:30am
Webinar Day 1
Day 2    Tuesday Sep 17, 2024
7:30am - 11:30am
Webinar Day 2
Day 3    Wednesday Sep 18, 2024
7:30am - 11:30am
Webinar Day 3
Additional Information
  1. Computer or laptop
    • This course will involve on-screen interaction with your instructor and classmates, reading/viewing on-screen content (slides or videos), and interacting via typing with questions or responses. For this reason, cell-phones may not be adequate.
    • Windows 10 or Mac iOS
  2. Webcam  This is mandatory! In order to engage and collaborate, participants will be expected to have their webcams on for the duration of the class
  3. Microphone - This is mandatory!
  4. Internet connection - For best results, you will want to ensure you have an internet connection with an upload/download speed of 3-5 Mbps. You can test your internet speed here. Minimum recommended speed is 1.5 Mbps, but anything below 3 Mbps may result in loss of quality or buffering. Ideally hardwired connection versus wireless for stability - connect your computer directly to your router using an ethernet cable, rather than using your home wi-fi.
  5. A quiet space with minimal distractions - microphone will be engaged for interactive sessions. Please plan to be fully engaged in the class and clear your work schedule just as you would for the in-class program.  
  6. Comfortable chair 
Cancellation &
Refund Policy
Cancellations received at least 5 business days prior to the webinar date will result in a full refund.
Registrants who do not attend/log into a webinar, and/or who do not notify CITN of cancellation at least 5 full business days prior to the course date will be assessed the full cost of the webinar. There will be no refunds or credits in this case.
Substitution of attendees is permitted up to and including the day of the webinar.
CITN may have to postpone or cancel webinars due to insufficient enrolment, in which case CITN's liability will be limited to a refund of the registration fee.
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