Attorneys' Complete Guide to Construction Documents

Agenda / Content Covered

1. Construction Loan Documents, Permits, and More
   10:00 - 11:00, Brian J. Pezzillo
   1. Construction Loan Documents
   2. Purchase and Sale Agreements (Vacant Land and New Construction)
   3. Leases (Ground Leases, Construction Equipment Leases, etc.)
   4. Title Reports and Insurance
   5. Legal Descriptions, Plats, and Survey Reports
   6. Road and Access Easements
   7. Permits and Municipal Approvals
2. Attorneys' Guide to Plans, Drawings, Specifications, and Bid Documents
   11:00 - 11:45, Brian J. Pezzillo
3. The Construction Contract
   12:00 - 1:00, Andrew L. Crabtree
   1. AIA vs. ConsensusDocs Contracts
   2. Scope of Work
   3. Price
   4. Payment
   5. Time; Schedules; Project Delays
   6. Changes
   7. Insurance and Indemnity - In Brief
   8. Concealed or Unexpected Site Conditions
   9. Termination
   10. Dispute Resolution
4. Purchase Orders, Work Orders, Change Orders, and Other Documents in Operations
   1:30 - 2:00, Brian J. Pezzillo
   1. Purchase Orders
   2. Work Orders
   3. Project Diaries
   4. Daily Reports and Safety Reports
   5. Change Orders and Change Order Logs
   6. Project Correspondence
   7. Financial Statements and Payroll Records
5. Indemnities and Insurance
   2:00 - 2:45, Andrew L. Crabtree
   1. Insurance and Indemnity Clauses in Construction Contracts
   2. Builders Risk Insurance
   3. CGL Policy Coverage
   4. Contractors Insurance (Professional Liability Coverage)
   5. Workers' Compensation/Employers' Liability Coverage
   6. Certificates of Insurance
   7. Additional Insured Status
   8. Construction Warranties
6. Mechanic's Liens, Stop Notices, Bonds: Getting the Bills Paid
   3:00 - 4:00, Andrew L. Crabtree
   1. Mechanic's or Construction Liens
      1. Notices
      2. Claims
      3. Waivers and Releases
   2. The Stop Notice
   3. Payment and Performance Bonds
7. Legal Ethics and You
   4:00 - 5:00, Andrew L. Crabtree
   1. Avoiding Conflicts of Interest
   2. Confidentiality and Attorney-Client Privilege
   3. Truthfulness and Honesty
   4. Billing
   5. Communications

Accreditation Details:

Andrew L Crabtree is the principal of the Law Offices of Andrew L. Crabtree, P.C., where his firm focuses on transactional and litigated real estate, landlord-tenant, construction and general commercial business matters. Mr. Crabtree has a broad background in residential condominium development and sales, in commercial leasing and represents commercial owners, developers, purchasers and tenants, including a national franchise chain, in commercial leasing and landlord and tenant matters. He represents businesses and individuals in federal and state trial courts, as well as in arbitrations and before administrative tribunals, involving commercial disputes, constitutional claims, partnership and shareholder disputes, breach of contract claims, business torts, unfair competition, employment claims, trade secrets and intellectual property cases. Mr. Crabtree also represents contractors, owners, developers, design professionals municipalities and state agencies relating to public and private construction and development projects, mechanics' liens, commercial lease disputes and landlord-tenant matters. He is a member of the American Bar Association, the New York State Bar Association, and the Suffolk County Bar Association. Mr. Crabtree earned his B.A. degree, magna cum laude, from the State University of New York at Albany and his J.D. degree from Fordham University Law School.

Brian J Pezzillo is a member of Howard & Howard Attorneys, PLLC, where he practices in the areas of medical and recreational marijuana, construction law and litigation and appeals. He is admitted to practice in New Mexico, Nevada, North Dakota, Arizona, Colorado and before the U.S. District Court, districts of Nevada and New Mexico; and U.S. Court of Appeals, Ninth and Eleventh circuits. Mr. Pezzillo is a member of State Bar of Nevada, State Bar of New Mexico, American Bar Association and Clark County Bar Association. He serves as an arbitrator and mediator with the American Arbitration Association and the State Bar of Nevada's Fee Dispute Committee, as well as serving as a non-public arbitrator for the Financial Industry Regulatory Authority (FINRA) and as a member of the Southern Nevada Disciplinary Panel. Mr. Pezzillo is also accredited by the International Association of Privacy Professionals (IAPP) as a Certified Information Privacy Professional/Europe (CIPP/E) and a Certified Information Privacy Manager (CIPM). He is also a fellow of the Construction Lawyers Society of America (CLSA) and has been listed as a Mountain States Super Lawyer, and a Best Lawyer in America. Mr. Pezzillo earned his B.B.A. degree from the University of New Mexico, Albuquerque and his J.D. degree from the University of New Mexico School of Law in Albuquerque, New Mexico and a Graduate Certificate from Drexel University in Privacy and Cybersecurity.