Outline of CM Functions

Outline of CM Functions/Roles for each Phase of the Project Taken from the CM Standards of Practice Project Management The use of integrated systems and procedures by a team of professionals during project design and construction. Construction On-site facilities Coordination Meetings Time Management Budget and cost monitoring Payment requests Change orders Claims management Quality management Owner-purchased materials and equipment Record drawings Record keeping Management reporting Post-construction Punch List Operational Tests Cost Management Guidelines for managing, controlling and monitoring project costs during all phases of a project through the provision of an integrated and comprehensive system. Construction Schedule of values Change order control Trade-off studies Claims for cost Post-construction Final cost report Time Management A system for a project to realize the most effective use of people, materials, equipment and funds. Proper planning, scheduling and coordination to achieve on-time completion within budget and at the level of quality expected.

Construction Construction schedule/master schedule Monitoring schedule compliance Extensions/impact analysis Recovery schedules Claim review Post-Construction Occupancy plan

Quality Management The process of planning, organizing, implementing, monitoring and documenting a system of policies and procedures that coordinate and direct relevant project resources and activities in a manner that will achieve quality. Quality: the degree to which the project and its components meet the owner's expectations, objectives, standards and intended purpose; determined by measuring conformity of the project to the plans, specifications and applicable standards. Construction Preconstruction conference Construction planning and scheduling Inspection and testing Reports and recordkeeping Changes in the work Document control and distribution Non-conforming and deficient work Progress payments Final reviews, documentation and punch list work Beneficial occupancy Substantial completion Final acceptance Post-construction QM Assessment with owner Final report and recommendations Contract Administration The function of implementing the terms and conditions of a contract based upon established systems, policies and procedures. Construction Pre-construction orientation conference

Assignment of owner-purchased equipment and materials Permits, insurance, labor affidavits, and bonds On site communication procedures Project site meetings Contract documentation procedures Field reporting Quality review Nonconforming work Safety Change order report Force account Cash flow projection report Progress payments Construction phase reports Project summary by exceptions Special recordkeeping Claims processing Record drawings Post-construction Maintenance manuals and operating procedures Spare parts and warranties Final permits Move-in/start-up activities Final payment Contract close-out Contractor call-backs Close out reports Safety Management Establishing the methods and procedures for providing safety management services. Construction Contractor safety enforcement and compliance Safety coordination meetings Safety committee Safety audits Monthly reports CM safety training