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Standards of Practice Course PROJECT MANAGEMENT. Agenda © Construction Management Association of America. Do Not Duplicate or Reproduce.  Definitions.

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Presentation on theme: "Standards of Practice Course PROJECT MANAGEMENT. Agenda © Construction Management Association of America. Do Not Duplicate or Reproduce.  Definitions."— Presentation transcript:

1 Standards of Practice Course PROJECT MANAGEMENT

2 Agenda © Construction Management Association of America. Do Not Duplicate or Reproduce.  Definitions and Functions  Goals, Philosophies, and Concepts  Project Management Tools  PM Services by Phase

3 Project Management: Definition As qualified to a construction project, the use of integrated systems and procedures by the project team to accomplish design and construction. © Construction Management Association of America. Do Not Duplicate or Reproduce.

4 Project Management Project management is an integral part of construction management © Construction Management Association of America. Do Not Duplicate or Reproduce.

5 Project Management: Functions  Project Planning and Management  Cost Management  Schedule Management  Scope Management  Quality Management  Safety/Risk Program Management  Contract Administration © Construction Management Association of America. Do Not Duplicate or Reproduce.

6 Project Management: Goals, Philosophies, Key Elements  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 © Construction Management Association of America. Do Not Duplicate or Reproduce.

7 Project Management: Goals, Philosophies, Key Elements Essence of a good CM is professionalism and teamwork “The CM is the Master Integrator” Judith Kunoff, AIA, CCM © Construction Management Association of America. Do Not Duplicate or Reproduce.

8 Stakeholders (project participants) © Construction Management Association of America. Do Not Duplicate or Reproduce.  Needs  Expectations  Interests OwnerCM ContractorDesigner Subcontractor(s) Vendor(s)

9 Project Management: Goals, Philosophies, Key Elements “Create an environment in which contractors can be productive.” Woodrow Wilson Bridge CM Plan © Construction Management Association of America. Do Not Duplicate or Reproduce.

10 Interrelations of Time, Cost & Quality © Construction Management Association of America. Do Not Duplicate or Reproduce. Time How long? Cost How much? How well Quality Scope

11 Interrelations of Time, Cost & Quality © Construction Management Association of America. Do Not Duplicate or Reproduce. Time How long? Cost How much? How well Quality Scope

12 Goal of Project Controls  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 © Construction Management Association of America. Do Not Duplicate or Reproduce.

13 Management of the Project Team 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 © Construction Management Association of America. Do Not Duplicate or Reproduce.

14 Management of the Project Team (continued)  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

15 Management of the Project Team (continued)  Pre-planned resolution procedures  People with people skills - Disagreeing without being disagreeable - Arguing issues, not egos - Resorting to “higher authority” quickly © Construction Management Association of America. Do Not Duplicate or Reproduce.

16 Owner’s Requirements (e.g. funding) Owner’s Requirements (e.g. funding)  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 © Construction Management Association of America. Do Not Duplicate or Reproduce.

17 QUESTIONS?

18 Pre-qualifications / Selection of Designers and Contractors © Construction Management Association of America. Do Not Duplicate or Reproduce.  All designers and contractors are not created equal  Expertise and reputation should match the project requirements

19 Pre-qualifications / Selection of Designers and Contractors © Construction Management Association of America. Do Not Duplicate or Reproduce.  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

20 Development and Coordination of Contract Language © Construction Management Association of America. Do Not Duplicate or Reproduce.  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

21 Development and Coordination of Contract Language © Construction Management Association of America. Do Not Duplicate or Reproduce.  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!

22 Project Management Tools © Construction Management Association of America. Do Not Duplicate or Reproduce.  Construction Management Plan  Project Procedures Manual  Quality Management Plan  Procurement Plan  Contracts or Agreements  Laws  Standards of Care

23 PM Tool #1: The Construction Management Plan © Construction Management Association of America. Do Not Duplicate or Reproduce.  Articulates the project vision  Defines / documents project requirements  Establishes scope, budget, schedule and quality management approach  Identifies team members and their roles / responsibilities

24 PM Tool #1: The Construction Management Plan, cont. © Construction Management Association of America. Do Not Duplicate or Reproduce.  Identifies organizational structure  Addresses significant site and environmental issues  Establishes communications protocol  Identifies contracting strategy  Basis for evaluating team’s performance

25 PM Tool #2: The Project Procedures Manual © Construction Management Association of America. Do Not Duplicate or Reproduce.  Cost control procedures  Schedule control procedures  Communications procedures  MIS procedures  QA program procedures  Team organization - Levels of authority - Roles / responsibilities

26 PM Tool #2: The Project Procedures Manual (continued) © Construction Management Association of America. Do Not Duplicate or Reproduce.  Contractor coordination procedures  Safety program procedures  Meeting protocol  Documentation procedures  Procedures for all contract administration documents

27 PM Tool #3: The Quality Management Plan © Construction Management Association of America. Do Not Duplicate or Reproduce.  Project organization  Quality goals and objectives (services and construction)  General methodology for QA

28 PM Tool #3: The Quality Management Plan (continued) © Construction Management Association of America. Do Not Duplicate or Reproduce.  QA Responsibility  Decision Flow Charts  Quality control plan  Quality assurance plan

29 PM Tool #4: The Construction Procurement Plan © Construction Management Association of America. Do Not Duplicate or Reproduce.  Identifies alternative contracting strategies  Evaluates strategies and identifies pros/cons with respect to Owner’s requirements and constraints

30 PM Tool #4: The Construction Procurement Plan (continued) © Construction Management Association of America. Do Not Duplicate or Reproduce.  Recommends a strategy or strategies with supporting rationale  Establishes actions necessary prior to procurement

31 PM Tool #5: Contracts and Agreements © Construction Management Association of America. Do Not Duplicate or Reproduce.  Standard forms of agreements: - CMAA - AIA - AGC - DBIA - Others…  Modified standard forms  Owner-prescribed forms

32 PM Tool #5: Contracts and Agreements (continued) © Construction Management Association of America. Do Not Duplicate or Reproduce. 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)

33 PM Tool #6: The Law(s) © Construction Management Association of America. Do Not Duplicate or Reproduce.  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

34 PM Tool #7: Standards of Care © Construction Management Association of America. Do Not Duplicate or Reproduce.  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”

35 PM Tool #7: Standards of Care (continued) © Construction Management Association of America. Do Not Duplicate or Reproduce.  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

36 QUESTIONS?

37 Phases of a Project © Construction Management Association of America. Do Not Duplicate or Reproduce.  Pre-Design*  Design  Procurement  Construction  Post-Construction *optimum time to hire a CM

38 Pre-Design Phase © Construction Management Association of America. Do Not Duplicate or Reproduce.  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

39 Designer Selection © Construction Management Association of America. Do Not Duplicate or Reproduce.  Contracting strategies for design professional services  Identify basic tasks and responsibilities  Define criteria for selection

40 Designer Selection © Construction Management Association of America. Do Not Duplicate or Reproduce.  Develop lists of potential firms  Prepare and transmit the RFP  Assist in review of written proposals and interviews

41 Pre-Design Conference © Construction Management Association of America. Do Not Duplicate or Reproduce.  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

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

43 Management Information System (aka “Project Record”) © Construction Management Association of America. Do Not Duplicate or Reproduce. Includes: - General correspondence - Periodic reports of activity performance - Drawing schedules - Submittals - Transmittals - Change requests and authorizations - Daily reports / weather conditions

44 Management Information System, cont. © Construction Management Association of America. Do Not Duplicate or Reproduce. Includes: - Procurement - Material control - Meeting minutes - Oral instructions / field directives - Controlled inspections - Non-conforming work - Scheduling records - Progress photos

45 Design Phase Goals © Construction Management Association of America. Do Not Duplicate or Reproduce.  Complete a set of documents defining a project which can be built in the current marketplace within the owner’s established budget, scope and schedule requirements  Basic sections required of a complete set of contract documents: - Technical specifications - Project drawings - Agreements

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

47 Pre-Construction / Procuring Contractors © Construction Management Association of America. Do Not Duplicate or Reproduce. 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

48 Bidding and Contracting © Construction Management Association of America. Do Not Duplicate or Reproduce. The Process: - Solicitation and prequalification - Evaluation guidelines - Notices / advertisements - Bidders/ interest campaign - Delivery of bid documents - Information to bidders - Issuance of addenda

49 Bidding and Contracting (continued) © Construction Management Association of America. Do Not Duplicate or Reproduce. 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

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

51 Construction Phase (continued) © Construction Management Association of America. Do Not Duplicate or Reproduce. Includes: - Utility, SWPP and off-site improvement oversight - Quality management - Record keeping - Management reporting - Owner-purchase materials and equipment - Record drawings - Claims management

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

53 Alternative Dispute Resolution © Construction Management Association of America. Do Not Duplicate or Reproduce. 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)

54 When Nearing Completion © Construction Management Association of America. Do Not Duplicate or Reproduce. Key Terms to Remember: - Preliminary inspection - Punchlist work - Final inspection - Beneficial occupancy - Substantial completion - Start-up - Commissioning - Final completion

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

56 © Construction Management Association of America. Do Not Duplicate or Reproduce. Expectations Needs Interests Owners Architect- Engineer Vendors General Contractor Subcontractors Construction Manager

57 Summary © Construction Management Association of America. Do Not Duplicate or Reproduce.  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!

58 QUESTIONS?


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