Standards of Practice Course PROJECT MANAGEMENT. Agenda © Construction Management Association of...

PROJECT MANAGEMENT

© Construction Management Association of America. Do Not Duplicate or Reproduce.

Definitions and Functions Goals, Philosophies, and Concepts Project Management Tools PM Services by Phase

As qualified to a construction project,

the use of integrated systems and procedures by the project team to

accomplish design and construction.


Project management is an integral

part of construction management


Project Planning and Management Cost Management Schedule Management Scope Management Quality Management

Safety/Risk Program Management Contract Administration


Control time, scope, cost, and quality Apply integrated systems and procedures to achieve the Owner’s goals Key issues that affect scope of work:

- Ambiguities- Inconsistencies- Errors & Omissions


Essence of a good CM is professionalism and teamwork

“The CM is the Master Integrator”

Judith Kunoff, AIA, CCM



Needs Expectations Interests

Owner CM

ContractorDesigner

Subcontractor(s)Vendor(s)

“Create an environment in which contractors can be

productive.”Woodrow Wilson Bridge CM Plan



Time

How

long?

Cost

How

muc

h?

How well

Quality

Scope

Cost Control- Complete within the Owner’s budget

Schedule Control- Finish within the Owner’s required timeframe

Quality Control / Assurance- Final product expectations, objectives, standards,

and intended purpose


Projects need: Multi-disciplinary teams of specialists Strong leadership - Professionals will (generally) follow the rules if they know what they are Partnering, leading to a collaborative culture, is the ultimate goal


Clearly stated, comprehensive agreements(e.g. Complete within the Owner’s budget)

Clear, accurate and complete Const Docs

Fair, fast, and timely decision-making

© Construction Management Association of America. Do Not Duplicate or Reproduce. September, 2006

Pre-planned resolution procedures

People with people skills- Disagreeing without being disagreeable- Arguing issues, not egos- Resorting to “higher authority” quickly


LISTEN!! Learn the owner’s issues Explain to the owner what value we can add Be familiar with

- Feasibility studies -Cash flow projections

- Break-even analyses -ROI calculations- Life-cycle cost analyses - Public and private debt requirements


QUESTIONS?


All designers and contractors are not

created equal

Expertise and reputation should match

the project requirements


CM cannot control the Owner’s decisions,

but has an ethical obligation to advise

on them

If the “wrong” designer or contractor or

subcontractor is selected – act quickly


Language in all contracts must be

consistent and non-contradictory Language in specifications and drawings

must be consistent and non-contradictory Language in bid submittal documents

must be coordinated with contracts


Properly coordinate Scope packaging Have your most skilled manager serve as editor

Prepare the language and documents

carefully, then have everything

reviewed twice as carefully!


Construction Management Plan Project Procedures Manual Quality Management Plan

Procurement Plan Contracts or Agreements Laws

Standards of Care


Articulates the project vision Defines / documents project requirements Establishes scope, budget, schedule and

quality management approach Identifies team members and their

roles / responsibilities


Identifies organizational structure Addresses significant site and

environmental issues

Establishes communications protocol Identifies contracting strategy Basis for evaluating team’s performance


Cost control procedures Schedule control procedures Communications procedures

MIS procedures QA program procedures Team organization

- Levels of authority

- Roles / responsibilities


Contractor coordination procedures Safety program procedures Meeting protocol

Documentation procedures Procedures for all contract

administration documents


Project organization Quality goals and objectives (services

and construction) General methodology for QA


QA Responsibility Decision Flow Charts Quality control plan Quality assurance plan


Identifies alternative contracting strategies Evaluates strategies and identifies

pros/cons with respect to Owner’s

requirements and constraints


Recommends a strategy or strategies with

supporting rationale Establishes actions necessary prior

to procurement


Standard forms of agreements:- CMAA

- AIA

- AGC

- DBIA- Others…

Modified standard forms Owner-prescribed forms


Send your contract to review by:- Legal counsel

- Insurance provider

Get legal assistance to review all contracts:Don’t try to play the role of lawyer

(and don’t let your lawyer manage construction)


We are a society based on the

concept of law… Statutes, both Federal and State

Case law…it grows every day and helps

define required “standards of care” Helps shape risk management plans


It’s what is expected of you You need to learn them, and stay current

on them Your boss may…the judge and jury

will…judge your actions with respect to

“them”


The “right” standard of care will be judged

in accordance with:- terms of the CM agreement

- current statutes and case law

- what other prudent CMs would do (or have done) in similar circumstances at the location and time the services were provided

QUESTIONS?


Pre-Design* Design Procurement Construction Post-Construction

*optimum time to hire a CM


Project organization Construction Management Plan Project Procedures Manual Designer(s) selection

Pre-design project conference Management Information System Special studies/reports (soils, exist. dwgs) Constructability Reviews


Contracting strategies for design

professional services

Identify basic tasks and responsibilities

Define criteria for selection


Develop lists of potential firms

Prepare and transmit the RFP

Assist in review of written proposals

and interviews


Construction manager plans, conducts,

and documents the conference

Establish commitment and understanding

of project goals, stakeholders, approach

and procedures by Owner, Designer, and

Construction Manager


Why have one? - Status and forecast compared to PMP

- Basis for managing, identifying, and evaluating

problem areas and variances

- Address information needs, data sources and

control elements for time / cost / quality control

- Accommodate continuing input of data

- Efficient communication tool for stakeholders


Includes: - General correspondence

- Periodic reports of activity performance

- Drawing schedules

- Submittals

- Transmittals

- Change requests and authorizations - Daily reports / weather conditions


Includes:- Procurement

- Material control

- Meeting minutes - Oral instructions / field directives

- Controlled inspections

- Non-conforming work

- Scheduling records

- Progress photos


Complete a set of documents defining a

project which can be built in the current

marketplace within the owner’s establishedbudget, scope and schedule requirements

Basic sections required of a complete set

of contract documents: - Technical specifications

- Project drawings

- Agreements


Includes: - Document review (phased)

- Document distribution

- Scope verification and sign-offs

- Front-end documents: contract, general conditions &

supplementary general conditions

- Public relations

- Project funding

- Meetings

- Cost control: independent phased cost estimates

- Time control: milestone development

- Consultant coordination

- Permit approval oversight


Key Concepts- Public relations: means of reaching potential bidders

- Assessing bidding climates

- Requirements for selection of pre-qualified bidders

- Assessing and evaluating bidder qualifications

- Understanding basic content required of contract

general conditions

- Addressing risk management issues in contractor’s

pre-award meetings


The Process: - Solicitation and prequalification

- Evaluation guidelines

- Notices / advertisements

- Bidders/ interest campaign

- Delivery of bid documents

- Information to bidders

- Issuance of addenda


The Process: - Bid opening and evaluation

- Monitor compliance with and execution of contracts

- Provisions for permits, insurance and labor affidavits

- Arrange Owner-purchased equipment

- Other requirements


Includes:- Public relations / Public Outreach / Tours?

- Safety

- On-site facilities

- Coordination/ Meetings

- Time management

- Budget and cost reporting

- Payment request processing

- Change orders

- Dispute resolution


Includes:- Utility, SWPP and off-site improvement oversight

- Quality management

- Record keeping

- Management reporting

- Owner-purchase materials and equipment

- Record drawings

- Claims management


The Sequence:

- Develop scope, estimate the cost, and analyze the schedule

impact before receiving a formal request from the GC, or prior to

Owner’s request for proposal (RFP) being sent to the contractor

- Contractor proposes on scope, cost, and time

- Negotiations

- Develop and agree on modification language

- Execute modification


Techniques: - Discussion: reasonable people with focus

- Negotiation: willingness to modify terms

- Mediation: any time, no contractual agreement required,

confidentiality of information, mediator does not impose terms,

totally voluntary

- Dispute Review Board: contractual, 3 members, meet regularly

and as needed, non-binding decisions

- Arbitration: contractual, formal and structured, binding and not

subject to appeal (usually)


Key Terms to Remember:- Preliminary inspection

- Punchlist work

- Final inspection

- Beneficial occupancy

- Substantial completion

- Start-up

- Commissioning

- Final completion


Includes: - Preparing and transmitting documents connected with the final payment

- Organization of O&M manuals, warranties, training

- Assembling record drawings

- Contractor follow-up

- Owner move-in or start-up

- Contractor call-back

- Contractor closeout


ExpectationsNeeds

Interests

Owners

Architect-Engineer

Vendors

General Contractor

Subcontractors

Construction ManagerConstruction Manager


Project Management: integrating systems

to accomplish design and construction Integrator of stakeholder needs,

expectations, and interests Organize early with PMP, MIS, and

Procedures Manual

Control time, scope, cost, and quality Change happens!

QUESTIONS?

Standards of Practice Course PROJECT MANAGEMENT. Agenda © Construction Management Association of...

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