CM-310-Chapter 1

How is Initial Site Assessment important to site planning and equipment?

CM’s must consider the Topography, soil conditions, environmental considerations, access points, and contextual concerns

How is Zoning and functional zones important to site planning and equipment?

CM’s must analyze and divide the site into “Zones”

Materials storage and delivery, equipment staging, work zones and temp facilities

How is Optimal Space Utilization important to site planning and equipment?

CM’s must analyze site into zones, Create circulation and pathways for people, cars and delivery, Equipment location for both permanent and temporary equipment. 

How is Access Circulation important to site planning and equipment?

CM’s must consider the gate location, traffic patterns, delivery staging. parking for employees and visitors or union vs non union workers

How is Safety and Compliance important to site planning and equipment?

CM’s must consider temp fences/ protection, site safety meetings, in-house inspections, first aid, and OSHA certifications (OSHA 10, 30 and Hazmat)

What does OSHA stand for?

Occupational Safety and Health Administration

How is Material Management important to site planning and equipment?

CM’s must consider the materials and bulk sizing they come in, the stick stock, indoor/ outdoor considerations and if the length of their stay

How is Temporary Facilities important to site planning and equipment?

CM’s must analyze and divide the site into “Zones”, create circulation/ pathways, equipment location, utilities and the signage

How is Environmental Considerations important to site planning and equipment

CM’s must consider storm water runoff/ erosion control, construction entrance, demo dust activates control and blasting protection

How is Governmental Considerations important to site planning and equipment?

Cm’s must consider the department of labor and industry (Labor employment issues), Environmental protection agency, department of agriculture and the Army Corp of engineers

What does Site Planning Identify?

Identify environmental constraints and mitigation strategies on a construction site plan. These may include erosion control measures, stormwater management plans, and guidelines for protecting any sensitive areas. Proper environmental planning helps mitigate impacts on the surrounding area and ensures compliance with environmental regulations.

AIA Contract Documents are divided into ___alphanumeric series by document use or purpose. Write them out by series and purpose

A‐Series: Owner/Contractor Agreements

B‐Series: Owner/Architect Agreements

C‐Series: Other Agreements

D‐Series: Miscellaneous Documents

E‐Series: Exhibits

G‐Series: Contract Administration and Project Management Forms

What is in a Project Manual?

Front End (Boiler Plate)

IVTB

Bid Form

Instructions to Bidders

Supplemental Instructions

Non-Collusion Affidavit

Non-Tech Sections

Tech Specifications (Materials)

Divisions

What Drawings are included in Site Planning and equipment

Civil 

Architectural

Mechanical

Electrical

Plumbing

Fire Protection

FF&E

Shop Drawings

Submittals

Bulletin Sketches

What type of funding is included in privately funded projects?

Owner funded, Owner PG’s (Through a bank), Bank funded

What type of funding is included in Publicly funded projects?

Public Body as owner (Federal, state municipal)

Public Body as partial/ Full funding service

Public Body as grantee

Private Owner as grantee

Issuing Bonds

What is the process of a Owner funded project?

Owner has cash

Project goes under construction

Owner owns the building

What is the process of a Owner PG’s (Bank funded) project?

Owner writes a personal guarantee

Bank gives the owner cash (Owner borrows money from bank if needed)

Project goes under construction

Bank owns the building (If money is needed

Owner owns the building once its paid off

What is the process of a Bank Funded project?

Bank supplies cash for a project

Project goes under construction

Bank owns the building

Owner pays back bank and owns the building

What is the process of a Publicly Funded project?

Municipal body has cash

Project goes under construction

Municipal body owns the building

What is the process of a Public Body an Grantee Funded project?

Entity applies for a grant

Entity receives grant through public body

Project goes under construction (owner supplements grants if more money is needed through private financing and bank funds)

Owner/Bank owns the building

Project Procurement of a Single Prime Contract Form

Who is held liable?

Owner hires a General contractor

General Contractor hires subcontractors to do the work

GC is liable for all subcontractors that he hires

Project Procurement of a Multiple Prime Contract Form

Who is held liable?

Owner hires Sub contractors

Owner is liable for all work

Project Procurement of a Multiple Prime Contract Form with CM as “Advisor”

Who is held liable?

Owner acts as multiple prime form, but the owner hires a CM to help read and write contracts

Project Procurement of a Multiple Contract form w/ CM at “Risk”

Who is held liable?

Owner hires a CM/PM

CM writes contracts with sub contractors to complete work

The CM is liable

What is the definition of Procurement

Procurement: refers to the process of acquiring materials, equipment or services needed to complete a project

On small projects, a __________ typically oversees and coordinates the procurement process. On larger projects, like commercial or public jobs, contractors often employ a procurement manager whose sole responsibility is coordinating the process.

project manager

On larger projects, like commercial or public jobs, contractors often employ a procurement manager whose sole responsibility is coordinating the process. Megaprojects may employ an _____________  with a fully integrated team dedicated to the procurement of materials and equipment. 

Engineering, Procurement and Construction (EPC) Contractor

Though “purchasing” and “procurement” are sometimes used interchangeably, _____________

purchasing is actually just one step in the procurement process. 

_________  technically refers to the financial transaction — exchanging money for materials. 

Purchasing

___________ includes selection and purchasing, but also encompasses logistics, approval, and strategy, among many other steps.

Procurement

What are the 9 groups in Project Procurement of Materials & Labor

Design Team creates Specifications

Contractors bid project

Owner / Contractor agree to terms

Contractors solicit bids / prices from suppliers

Contractors plan procurement sequence

Design Team review submittals

Contractors finalize purchase with suppliers

Suppliers deliver materials to jobsite

Contractor work / materials pass inspection

Design Team creates Specifications

The design phase of a project sets the stage for the entire procurement process.

On most projects in the US, the spec book is ____________, making it easy for specialty contractors to reference the sections that are applicable to their scope of work and communicate material requirements to their suppliers.

organized using CSI divisions

If the owner issues an ITB or RFP to solicit bids, general contractors will need to ________ to prepare their proposal.

estimate the job

The specialty contractors will, in turn, use the project specifications to_________________

secure price quotes from their pool of material suppliers or fabricators. 

After the designs are complete, the owner __________, selects the contractors and awards the contract. The GC then signs subcontracts with the specialty contractors. 

compares bids

With traditional ____________, that means the majority of the procurement can’t begin until the designs are completed. With some other models, such as a design-build or construction manager at risk, the GC is involved earlier in the process and can begin procurement as soon as specifications for that portion of the job are complete. 

design-bid-build projects

To reduce their own risk, contractors often seek to________

include an escalation clause in their contracts.

This type of clause stipulates that, if______ rise beyond a certain amount, the owner is responsible for the cost increase.

material prices

Cost can be the primary driver during the evaluation phase, but there are other factors that can also come into play, such as_________.

availability, quality, experience of the suppliers, or sustainability of the materials

Before purchasing begins, the GC moves to _____

the submittals process. 

Once the items are selected, contractors issue _________ to their suppliers, enabling them to begin fabrication or ship standard items. Specialty contractors rarely pay for materials upfront. 

purchase orders

Successful procurement requires coordination of not just material delivery schedules, _________. For example, electrical components must be on site and ready for installation when the electrical contractor arrives.

but also contractor schedules

Receiving procured materials could involve arranging for________

specialty equipment for unloading and handling

During project closeout, _________ are the last step in the procurement process. All work requires approval from the owner, designers, and government officials that all components were acquired and installed according to both project specifications and building regulations. 

final inspections

Advantages of Submittals

1. Clarity is increased.

2.  The construction contract is more orderly.

3. Both the contractor’s project management and the design professional’s and CM’s construction contract administration become more efficient.

4. During the design stage, design professionals may more-readily observe the omission of a necessary submittal from the list of required submittals and, conversely, can more-easily identify which submittals, if any, are unnecessary for the project. 

5. During construction, project participants have greater understanding of each submittal’s purpose and, to a certain extent, when the submittal must be furnished by the contractor.

Name the types of submittals

Action Submittals

Informational Submittals

Closeout Submittals

Maintenance Materials Submittals

Action Submittals

Action Submittals are typically required prior to purchase and fabrication, and allow delivery of products to be incorporated into the permanent construction. 

Each action submittal needs an express, written response from the design professional, who assigns each a disposition such as “approved,” “approved as noted,” “revise and resubmit,” and others. 

Shop Drawings’ Product Data

Samples

Delegated Design Submittals

Design Specifications

Testing plans, procedures, and testing limitations

Informational Submittals

Information Submittals indicate other information about the subject work, typically in a manner that allows the design professional or other reviewer to determine whether the submittal clearly demonstrates full compliance with the contract documents. 

Certificates

Delegated Design Shop Drawings

Contractor’s Test and Evaluation Reports

Supplier/Manufacturer Instructions and information

Source Quality Control Submittals

Quality control SUbmittaisl

Supplier Reports

Sustainable Design Submittals

Special Procedure Submittals

Qualification Submittals

Closeout Submittals

Closeout Submittals are, as their name implies, furnished at or near the end of the subject work to which they apply, or prior to completion of the entire construction. Whether a written response by the design professional or CMs is required is the same as discussed above for informational submittals.

Maintenance Contracts

Operations and Maintenance Data

Bonds

Warranty Documentation

Record Documentation

Sustainable Design Closeout Documentation

Software

Keys

Maintenance Materials Submittal

Maintenance Materials Submittals are documentation of the delivery to the owner or facility manager of spare parts, extra materials, and special tools required by the contract. 

A specifications section’s list of required maintenance material submittals is typically the only location where the specific, required spare parts, extra materials, and tools are indicated for that section. 

The, contract may require, or the contractor may request, written receipts from the owner or facility manager upon delivery of the physical items; such receipts are often the actual maintenance materials submittals furnished to the design professional or CMs. 

Why are construction project meetings important?

Help ensure that all stakeholders are informed and aligned on project goals, timelines, and progress

Provide an opportunity to discuss and address issues before they become more significant problems 

Facilitate collaboration and decision-making among team members and stakeholders

Provide a platform for risk identification and management

Help ensure that the project stays on track and within budget 

Everyone has been to a meeting that could have been an email. In other words, a waste of time. Construction is no exception despite the critical role meetings play to level set on project planning and design, progress, and _______

construction project closeout. 

What is a Preconstruction meeting?

A preconstruction meeting kicks off a project where key stakeholders review critical construction documents, meet the project team, and answer lingering questions to get everyone on the same page. 

What is an Owner-Architect-Contractor (OAC) meeting?

These are regular meetings typically held by the project manager where the project progress is reviewed with the architect and owner. These often involve site visits to review project progress.  

What are Site meetings and construction progress meetings?

Site meetings are typically weekly between various stakeholders completing work on the jobsite. These meetings help address project issues or blockers and improve communication across the site team.

What are Safety briefing and toolbox talks?

These meetings help reinforce safety on site. These are preventative conversations to identify and review safety hazards

What goes into a Pre-meeting Preparation?

Typically, whoever is slated to lead the meeting spends time leading up to it setting objectives, inviting essential participants, and establishing timelines and agendas. It’s their responsibility to make sure expectations are established and communicated for all meetings – whether they are virtual or in person.

 

If attendees understand the expectations and process for the new meeting style, they’ll be more inclined to engage and adapt to it.

What goes into Conducting a construction meeting?

The goals during the meeting include starting on time, staying on subject, encouraging participation, etc. Without a guide, though, meetings are less likely to stay on track and more likely to run over the allotted time.

Why are taking construction meeting minutes important?

Construction meeting minutes are an essential element of the process, as they create a record of what went on. While taking minutes isn’t new, it tends to get out of hand without tools to keep them on track. 

People start to speak quickly, the agenda gets left behind, and the person taking the minutes gets distracted.

Why are Post-meeting follow-ups important?

After the meeting, it’s time to assign action items, review outcomes, and decisions, and send follow-up communications to stakeholders and their teams. Typically, this requires a lot of manual labor to get all the post-meeting ducks in a row. For that reason and others, having the right software on hand is best.