1. Legal requirements and contractual duties
MODULE 1

2. Objectives Establish roles and relationship on the CM team.
One decision.
Avoid conflicting information or direction from others
Same page, Same team…
Who does what when the City hires a consultant CM?
When the City assigns a CM verses a consultant CM.
Discuss the importance of effective public communications to make a project run smoothly.
Discuss how CM pro-activeness pays off.

3. Project Team Relationships

4. Typical CM Team Construction Manager/Resident Engineer Inspector
Material Tester
Surveyor
Other Staff
Office Engineer
Scheduler
Caltrans oversite staff
Staff from another City agency

5. Construction Management/Inspection
What a CM/Inspector is:
Observer of Field Work
Approving Methods and Materials
Interpreting Plans and Specs
Documenting Project Activities
Being Part of the Solution
What a CM/Inspector is not:
Running the Crew
Policing the Work
Setting Contractor Up for Failure
Vindictive and Punitive
Only Paper Pushing

6. CM/Resident Engineer’s Role
Monitor budget
Monitor schedule
Report/Process Quantities for Payment
Draft Change Orders
Resolve Field Issues
Resolve Conflict
Manage Inspectors
Collaborate with Designers
Communicate to the Public

7. Inspector’s Role Keep CM/Resident Engineer Informed
Document Progress/Diaries
Track Quantities for Payment
Document Placement/Measure In-place units
Be interactive with the Contractor
Proactively identify issues
Avoid problems and Recommend Solutions
Coordinate with others (contractors, public…)
Resolve Field Issues
Document Progress
Identify & Speak up

8. CM Team Responsibility Matrix

9. CM and Inspector must work as a team
Regardless of Agency furnished CM or a consultant
Communicate
Team must be seamless with decisions
Same expectations of the contractor and one-another

10. What Happens When Agency Hires a Consultant CM?
Responsibilities shift
Done to leverage resources to deliver more projects
Consultant CM is accountable for select duties
Consultant CM must report back to Agency PM
CM must appear to the public as City staff
CM must deliver the project

11. Methods of Assigning a CM
City Assigned CM
Consultant Furnished CM

12. CM/Engineer’s Authority
Quality/Acceptability of Work
Interpretation of Plans/Specs
Fulfillment of Contract

13. Roles and relationship on the CM team.
One decision
Avoid conflicting information or direction from others
Same page, Same team…

14. Sources of Responsibility
City Construction Manager/Resident Engineer/Project Manager
Contract Documents
Codes & Regulations
Policy & Procedures Manuals

15. 5-1.01 Authority of Engineer
The Engineer shall decide all questions which may arise as to the quality or acceptability of materials furnished and work performed and as to the manner of performance and rate of progress of the work; all questions which may arise as to the interpretation of the plans and specifications; all questions as to the acceptable fulfillment of the contract on the part of the Contractor; and all questions as to compensation. The Engineer's decision shall be final, and the Engineer shall have authority to enforce and make effective those decisions and orders which the Contractor fails to carry out promptly.
(2006 CT Standard Specs)

16. Authority of Engineer

17. Effective CM Communications
Starts with talking with the designer
Designer/City/CM should talk about the project
CM should be aware of discussions with the public (RE file)
Bidability/constructability helps CM understand the design
During construction
CM should communicate with the designer/City
City/CM should communicate with the public

18. CM Team Pro-activeness
Review contract documents ahead of time
Look ahead in the schedule