Capstone: An Introduction to the CM Profession (eBook)

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The Capstone is intended to provide a basic understanding of construction management and the role of the construction manager (CM). It is divided into the following chapters:

1. Owners and Project Types – An introduction to project owners (those who hire CMs), the various types of construction projects, and the most common delivery methods (or procedures) used to manage a project to completion.

2. Contracts and Agreements – An overview of the most common types of contracts and agreements used in the construction industry and why they are important.

3. Procurement – A summary of how the owner builds and compensates a project team, including the CM.

4. Technology – A brief look at the way technology is reshaping the construction industry to make the work safer, more efficient, and more sustainable.

5. Leadership – Helpful information for personal and professional development as a CM by focusing on leadership and ethics.

6. Management – A list of a CM’s project management responsibilities including cost, time, risk, quality, contracts, and IT. Also, the difference between project and program management, and the concept of partnering.

7. Safety and Liability Risks – An important section on safety management on the job, liability risk information, and dispute resolution techniques.

8. Career Development – Information on how to make the most of a career as a CM through mentoring, earning credentials, networking, and obtaining on-the-job experience.

Appendices include the following reference materials:
» Readings and References
» Liability Legal Cases
» Industry Abbreviations
» Industry Glossary
» About CMAA
» CMAA Code of Professional Ethics

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Claims Management Guidelines

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The Claims Management Guidelines address the Construction Manager’s roles and responsibilities regarding avoidance, mitigation, and resolution of disputes and claims between the owner and contractor(s) during the execution of construction projects. These guidelines supplement the CMAA Construction Management Standards of Practice by providing an overview of the critical responsibilities to be performed by the CM team on a typical project from concept to occupancy which directly relates to the resolution of disputes and claims. Each project requires the CM to perform fundamental management tasks and undertake specific responsibilities due to the unique elements of a construction contract and the allocation of risk and responsibilities in each contract. This document is complementary to the Construction Management Standards of Practice and the other Guidelines published by CMAA.

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Construction Management Standards of Practice (eBook)

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CMAA’s flagship publication, the CMAA Standards of Practice, defines the range of services that constitute professional construction management and serves as an indispensable guide for owners and service providers. The CMAA Standards of Practice is intended to provide a menu of construction management services and prescribes an industry standard which the construction manager (CM) will meet or exceed.

This revision to the previous 2015 version includes a new section on the CM's role in technology management and updates throughout on issues such as sustainability/resiliency, project delivery methods, contract administration, claims, time, cost, quality, safety, and risk management that reflect current industry best practices.

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Contract Administration Guidelines (eBook)

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The Contract Administration Guidelines address the administrative and reporting requirements for the construction manager (CM) during the execution of construction projects. This guideline supplements the CMAA Standards of Practice by providing an overview of the typical contract administration responsibilities on a project from concept to occupancy.

World events continue to affect the construction industry, and CMs must be prepared to adapt by embracing advances such as improved virtual communication that allow projects to stay on track with minimal impact. This adaptability is an important component of successful contract administration. Of course, each project is
unique, and the CM and contractor roles and responsibilities will vary.

Elements that impact contract administration include:
» Project Type: Every project—such as airports, transit facilities, healthcare facilities, courthouses, and bridges—has a set of coordination and management tasks unique to each type of project.
» Geographic Location: Projects in certain geographical areas may require working within union guidelines, and congested urban sites require extensive staging and sequencing management. Overseas projects have challenges including language, currency, and measurement systems.
» Renovation versus New Construction: Projects involving renovation or rehabilitation in and around ongoing operations require a flexible set of management tasks because of many unknown impacts.
» Project Delivery Method: The delivery method used during a project will significantly impact the CM’s responsibility for project management and coordination.
» Sustainability & Resilience: Projects may need to meet sustainability/resiliency requirements such as Leadership in Energy and Environmental Design (LEED), Green Globes, or Envision ratings. Many of these may be jurisdictional requirements for federal, state, or local government facilities.

Depending on the details of the contract with the owner, the CM may only be involved with one phase of the project (e.g. the construction phase) or all phases based on the scope of work negotiated with the owner and the project delivery method used. The CM may need to complete numerous pre-design and/or
design guidelines during the construction phase if those services are in the CM’s agreement with the owner. Accordingly, the procedures in this guideline must be adapted to fit the needs of the project, the CM’s scope of work, and the project delivery method selected.

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Cost Management Guidelines (PDF Version)

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The objective of cost management is to control the project cost so that the project is delivered to the owner within the owner's budget. Project cost management includes all those processes necessary to ensure that the project is completed within the approved budget. Cost management elements, the role of the CM with respect to cost management, and the use of various cost management tools are discussed for each phase of the project.

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Professional Practice Guidelines (eBook)

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These "Professional Practice Guidelines" provide a standard of ethical conduct for a construction manager. This book offers practical examples and guidance for some of the profession's most common ethical dilemmas. Topics include ethical decision-making, conflicts of interest, professional excellence, client-centered practice, fair business practices, release of information, managing vs. leading, developing a team culture, collaboration, promoting diversity, equity, inclusion, and belonging, responsibilities to the public and future generations, communication, and advancing the profession. This book supplements the "CMAA Construction Management Standards of Practice."

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Project Closeout Guidelines

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Project closeout is successful when all involved parties understand their closeout responsibilities based on the requirements outlined in the contract. Many of the closeout procedures are interconnected and often interdependent, so it’s important that they are monitored and managed carefully. Project closeout activities should be planned at the start of the project.
Because this is often one of the final steps in a project, there can be a tendency to rush the process and that can lead to potential issues. The CM should remember not to lose the momentum of the project. It’s important to adhere to the schedule and follow the procedures as diligently and meticulously. The CM acts as the owner’s representative, managing each phase of the project and overseeing the performance of each team member, including the design professional, the contractor, and other parties contracted by the owner.
The Project Closeout Guidelines provide construction managers (CMs) and the construction industry with general guidelines to successfully manage closeout of construction projects.

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Quality Management Guidelines (eBook)

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These Quality Management Guidelines guide the adoption of standard quality management plans, processes, and procedures for the construction manager (CM) during the execution of construction projects/programs. These guidelines supplement the quality management chapter in the CMAA Construction Management Standards of Practice by providing details of a project’s or program’s typical quality management responsibilities from concept to occupancy.

This revision to the previous 2017 version includes more details about how the CM can build a strong “quality culture” among teams and the CM’s critical role in helping the owner translate goals and objectives into realistic quality requirements as early as possible. This edition also provides more methods the CM can use to assure quality throughout all phases to meet or exceed the owner’s requirements.

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Risk Management Guidelines (eBook)

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All construction projects and programs face uncertainty that can impact a team negatively or positively. These "Risk Management Guidelines" offer practical guidance for the construction manager to manage this uncertainty proactively. This publication describes some standard techniques for continuous risk management in design and construction, including identifying, analyzing, responding to, and monitoring risk from project/program conception to post-occupancy.

Topics include opportunities vs. threats, risk management plans, scaling risk management processes, the construction manager's role, risk breakdown structures, risk registers, qualitative and quantitative risk analysis, Monte Carlo analysis, internal vs. external risk, risk specialists, risks vs. issues, response plans, change impacts, and final reports.

This book supplements the risk management chapter in the "CMAA Construction Management Standards of Practice."

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Safety Management Guidelines (eBook)

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Safety is everyone's job on a project site, but Construction Managers play a critical role in the adoption of safety management plans, processes, and procedures. The Safety Management Guidelines provide a framework for CMs aiming to promote a strong workplace safety culture.

The guide will explore safety management planning, hazard identification techniques, prevention through design, office safety and mental health reporting, safety management by delivery phase, and much more.

Expanding on the Safety Management chapter in the CMAA Construction Management Standards of Practice, this publication assists with prescribing an industry standard that CMs must meet or exceed for any program or project. This guide is an excellent resource when preparing for the CCM.

Sustainability Guidelines (eBook)

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This CMAA Sustainability Guidelines document is a supplement to the sustainability chapter of the CMAA Construction Management Standards of Practice. It provides construction managers (CMs) with practical guidance in sustainability for conducting their responsibilities from project conception through to post-occupancy activities.
These guidelines include updated information on energy, climate adaptation, and resiliency planning. New projects and programs require CMs to keep current with the evolution of sustainability and how it may impact their clients, projects, and programs.
World events continue to affect the industry, and CMs must be prepared to adapt by embracing technological advancements such as improved virtual communication that allow projects to stay on track with minimal impact. A CM’s guidance is also crucial for promoting and championing evolving safety practices while managing all aspects of a project.

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Technology Management Guidelines (eBook)

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These "Technology Management Guidelines" provide a standard for a construction manager to evaluate and manage technology to meet an owner's requirements. This book explores the construction manager's role in technology management and supplements the technology management chapter in the "CMAA Construction Management Standards of Practice." Topics include how to evaluate an owner’s technology priorities, technology investment, factors to consider when selecting a delivery method, data, ethics, common project/program control tools, cybersecurity, building information modeling, and more.

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Time Management Guidelines (PDF Version)

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The Time Management Guidelines provide CM practitioners and the industry at large with general guidelines on successful management of the scheduling/time component of projects. These procedures supplement Chapter 4 of the "Construction Management Standards of Practice", authored by CMAA.

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