Figures, Examples and Lists

Transcription

1 Figures, Examples and Lists p. xiii Introduction p. xix The Fundamentals of the Root Form of CM (ACM) p. 1 The Six Essential Service Elements p. 1 Assignment of Responsibilities p. 2 Contracting Structures p. 3 Contractors and Constructors p. 4 A GC Project's Principal Participants p. 4 GC Participating Business Entities p. 5 A GC Building Project's Nine Phases p. 6 GC Tenure p. 7 Design-Build Contracting p. 7 GC vs. D-B Differences p. 7 D-B Participating Business Entities p. 8 The ACM Contracting Structure p. 10 ACM Participating Business Entities p. 11 CM Tenure p. 11 An ACM Project's Nine Phases p. 12 Preliminary Definitions for the Three Systems p. 13 Definitions of a GC, D-B Contractor, and a CM p. 14 Acquisition of Service Contracts p. 14 The Reasons for a Third System of Contracting p. 17 Owner Concerns p. 17 Questionable Industry Practices p. 20 GC System Bidding Procedures p. 24 Owner Assessments of the GC System p. 25 The Development of the CM System p. 27 ACM System Development p. 28 Keeping the Positive Attributes p. 30 Eliminating the GC System Negatives p. 31 Eliminating the D-B System Negatives p. 34 Eliminating the Common Negatives p. 35 Contracting System Comparisons p. 41 CM as a Composite System p. 43 The Agency Form of CM p. 44 The ACM Contracting Structure p. 44 What An ACM Is and Is Not p. 46 The ACM Form of CM p. 48 The CM's Place in the ACM Contracting Structure p. 48 The CM As A Team Member p. 49 The Construction Manager's Expertise p. 50

2 Early Services p. 54 CM Services Personnel p. 54 The Project Team Structure p. 55 Team Decisions p. 56 Quality of Performance p. 56 Early Responsibilities p. 58 Checks and Balances p. 59 The ACM Process In Brief p. 59 What the ACM Form of CM Is Designed to Do p. 60 CM System Forms and Variations p. 62 Reviewing Systems Information p. 62 Comparative Definitions p. 63 CM Forms and Variations p. 66 The Owner Form of CM p. 68 CM's Identifying Feature p. 68 Maintaining an Owner Orientation p. 71 Other Forms and Variations of CM p. 71 Potential for Conflict of Interest p. 72 Checks and Balances Revisited p. 73 Construction Management Under Dual Services Agreements p. 75 Concern for the Owner p. 75 The CM/Owner Relationship p. 76 Extended Services CM p. 76 The Potential for Conflict of Interest p. 77 Ethics p. 77 Dealing with Conflict of Interest p. 78 Team Actions and Decisions p. 79 Dual Contract Solutions p. 79 The Credibility of the CM System p. 85 ACM Procedures p. 87 Starting Services p. 87 Brainstorming Session p. 88 Organizational Meeting p. 88 CM Partnering p. 89 The CM Project Manual p. 89 Management Plans p. 90 List of Management Plan Procedures p. 97 The Importance of CM Procedures p. 99 The CM Organization p. 100 CM Starter Organization p. 101 Philosophical Transformation p. 101

3 A Basic CM Organization p. 102 Organization Fundamentals p. 102 An Optimum CM Organization p. 102 Marketing and Sales p. 106 Quality of CM Personnel p. 107 The Functioning CM Organization p. 117 Schematic and Design Development Phase Assignments p. 118 Construction Documents Phase Assignments p. 121 Bidding Phase Assignments p. 121 Construction Phase Organizations p. 122 Construction Phase Assignments (Optimal) p. 122 Construction Phase Assignments (More Complex) p. 123 Office-Based vs. Field-Based Projects p. 123 Construction Organizations in Retrospect p. 124 Special Considerations p. 126 Designing a Project Management Structure p. 126 The CM Body of Knowledge p. 128 Who Is the Construction Manager? p. 128 The CM Areas of Knowledge p. 129 Acquiring CM Knowledge p. 142 Budget Management p. 145 General p. 145 The Budget Management Area of Knowledge p. 146 Project Budgets p. 146 Contingencies p. 150 The Conceptual Construction Budget p. 151 Budgeting Other Costs p. 151 Budget Accuracy p. 152 Continuous Updating p. 152 Schematic Phase p. 152 Design Development p. 153 Rated Estimating p. 154 Contract Documents p. 155 Work-Scope Estimate p. 155 Construction Budget Maintenance p. 156 Schedules of Values p. 157 The Budget Report p. 161 Budget Responsibility p. 161 Contract Management p. 163 The Contract Management Area of Knowledge p. 164 Contract Provisions p. 164

4 Contract Documents p. 165 Contractability p. 165 Contracts and Contract Documents p. 166 Multiple Contracting Implications p. 167 The Contract Management Plan p. 169 Contract Management in the Field p. 172 Contract Completion p. 175 Decision Management p. 180 Static and Dynamic Decisions p. 180 Decision Management Area of Knowledge p. 183 Decisions and Decision Making p. 183 The Decision-Making Hierarchy p. 184 The Decision Management Plan p. 187 Information Management p. 188 The Information Management Plan p. 188 The Information Management Area of Knowledge p. 190 The Knowledge Circle p. 190 Information Credibility p. 191 Communications p. 191 Correspondence p. 193 Formal Reports and Records p. 193 Collateral Information p. 201 Material/Equipment Management p. 205 The Material/Equipment Area of Knowledge p. 205 Owner-Furnished Equipment p. 206 Owner-Purchased Material/Equipment p. 206 M/E Management Plan p. 208 Material/Equipment Expediting p. 209 M/E Warranty and Guarantee Follow-Up p. 210 Value Management p. 210 The Value Management Area of Knowledge p. 210 Value Management Decisions p. 211 The Flow of VM Decisions p. 212 The Timing of VM Decisions p. 216 Value Engineering p. 217 Life-Cycle Costing p. 217 Budget and Cost-Control Decisions p. 220 The VM Option of Fast-Tracking p. 223 CM VM Resources p. 228 The Value Management Plan p. 230 VM Time-Cost Relationships p. 231

5 Project Management p. 235 Emphasizing Fundamental Practices p. 235 The Project Management Area of Knowledge p. 235 Brainstorming Session p. 236 The Responsibility Chart Matrix p. 238 The Program Schedule p. 246 Management Options p. 248 The Project Management Plan p. 250 The CM Project Manual p. 250 Exit Meetings p. 251 Other Meetings p. 252 Quality Management p. 254 The Quality Management Area of Knowledge p. 254 The Quality Management Network p. 255 Major Quality Management Components p. 256 The Quality Standards p. 256 The Quality Design Plan p. 257 The Quality Value Plan p. 258 The Quality Conformance Plan p. 260 The Contractor's Quality Plan p. 268 Contract Document Quality p. 272 Resource Management p. 277 The Resource Management Area of Knowledge p. 277 Human Resources p. 277 Physical Resources p. 285 Contracting Resources p. 288 Risk Management p. 289 The Risk Management Area of Knowledge p. 289 Project Delivery Risks p. 289 Major Risk-Managment Components p. 291 Identification of Dynamic Risks p. 292 Indentification of Static Risks p. 293 Surety Bonds and Insurance p. 294 Surety Bonds p. 294 Insurance p. 297 Contractor Requirements p. 301 The Risk Management Plan p. 305 Schedule Management p. 307 The Schedule Management Area of Knowledge p. 307 Scheduling Background p. 308 The Practical Use of Scheduling p. 308

6 The Reasons for Scheduling p. 308 Additional Aspects of Scheduling p. 309 The Five Basic Schedules p. 309 The Program Schedule p. 310 Detailed Construction Schedule p. 312 Milestone Schedule p. 315 Short Term CAP p. 318 Completion Schedule p. 321 Schedule Communication p. 323 In Retrospect p. 324 Use of Schedules By The CM Firm p. 325 Safety Management p. 326 The Safety Management Area of Knowledge p. 327 Consequences p. 327 Safety Laws and Regulations p. 327 The Quandary p. 329 Approaches to Safety p. 329 Major Safety Management Components p. 332 The Team's Approach to Safety p. 333 Contract Safety Plans p. 335 Contract Amendments p. 338 Safety Management Philosophy p. 338 Multiple Bidding and Contracting p. 340 Work-Scopes p. 340 Bid Division or Work-Scope Descriptions p. 343 Bidding and Bidder Lists p. 345 Post-Bid Meetings p. 353 On-Site Coordination p. 354 Contract Documents p. 355 Multiple Contracting Economics p. 355 Marketing and Sales p. 359 Marketing and Sales p. 359 Marketing Plans p. 360 Selling CM Services p. 362 Networking/Prospect Records p. 367 Salespersons p. 367 Acquiring CM Services p. 370 CM Firm Considerations p. 370 When to Hire the CM p. 371 Contracts and Services p. 371 Guidelines for Selecting a Construction Manager p. 372

7 Steps in the Selection Process p. 372 Handling the CM Fee p. 378 Questioning the CM p. 378 Interview Decorum p. 380 Making the Decision p. 380 CM Office visitation p. 380 Agreement Negotiations p. 381 CM Fee Structures p. 381 Agency CM Fee Forms p. 381 Extended Services and Guaranteed Maximum Price CM Fees p. 384 Extended Services CM Forms p. 384 GMPCM Fee Forms p. 385 Comments on the Interpretation of CM Fees p. 386 The IRFP and RFP p. 386 Appendices p. 393 A Suggested Technical Knowledge Base for CM Operating Personnel p. 394 A Model Program for the Certification of Construction Managers p. 400 An Example of the Use of Innovative Contracting on a Complex Project p. 411 Some Contract Provisions to Convert Single Prime to Multiple Prime Contracts p. 416 Activities During Project-Delivery Phases for the GC, D-B, and CM Systems p. 422 Subcontractor Survey Regarding GC Practices p. 445 Glossary of CM Terms p. 450 Index p. 463 Table of Contents provided by Blackwell's Book Services and R.R. Bowker. Used with permission.