JOURNAL May 2021 - Construction Management/ Infrastructure - Ardmore Roderick
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Construction Management 101 Basics for a Successful Project C onstruction Management involves the application of integrated systems to reach the goals of a construction project throughout In principle, the development of a the planning, design, pre-construction, construction, and closeout phases. The construction industry recognizes the following project may seem simple, but it is main functions of a construction project: cost, time, quality, rather a complex process requiring sustainability, safety, risk, and management and administration. the integration of numerous Additional critical soft elements required for a successful execution of a construction project include effective communication, positive stakeholders and variables. attitude, trust development, disciplined adherence to processes and procedures, and a focused commitment to the project goals. In principle, the development of a project may seem simple, but it is rather a complex process requiring the integration of numerous stakeholders and variables. An owner identifies a need for an infrastructure or building project and assembles a team of professionals with the skills, knowledge, and expertise to meet their need. Depending on the selected project delivery method, the owner plays different roles. For the traditional design-bid-build model, the owner will hire a designer, typically an architectural engineering Eric M. Jiménez, PE, PMP, CCM firm (A&E), and subsequently hires the general contractor (prime) Vice President through a separate contractual agreement. Occasionally the owner may hire multiple prime contractors. In the design-build model, the Ardmore Roderick 20 | JOURNAL Florida Engineering Society | MAY 2021 fleng.org
owner executes one established. The PEP serves as the basis for contract with a firm the development of a Project Management performing all scope Plan (PMP), which with a Project Procedures of work, including Manual serves to develop each function of planning, design, the project. An organizational chart defining construction, and roles and responsibilities for the project closeout. Frequently, staff and stakeholders including consultants, the design-builder subcontractors, vendors, and suppliers, is all is a partnership or part of the PMP. joint venture of The project description is an important separate design and part of the PMP and requires the development construction firms. of overall site logistics including safe access, Another delivery method commonly used is Construction Effective cost management, including Management (CM), in which the value engineering during planning owner delegates the management of all and design, and change management aspects of the project during preconstruction and to a CM firm. The owner maintains the construction, becomes a critical function contracts with other stakeholders such as for the success of a project. the designer and prime contractor, unless the Construction Manager security requirements, laydown area, material is hired in a CM at handling, and temporary facilities. For Risk contract. In this projects with space limitations, site logistics case, the CM firm are constantly adjusting as the project holds the subcontract progresses. Not having a proper plan for site agreements and is logistical adjustments due to construction responsible for executing the construction phasing is frequently a cause for additional phase. cost and potential claims. Unfortunately, One of the most important elements for often it is not until a contractor is selected the success of a construction project is the and integrated into the project team that development of a project charter defining many site logistical issues are properly the framework under which the project considered. In other instances, changes to the will be executed. During my 30+ years of scope of work may have a significant impact experience in this industry, I have learned on the site logistical plans, hence another that to finish right, one must start right. good reason to have the scope of work well Within the charter, or Project Execution Plan defined early in the project development (PEP), key stakeholders and communication process. protocols are defined, project champions When defining the scope of work, it is are identified, funding sources and project critical not only to understand the client’s administration platforms are recognized, limitations, restrictions, and requirements, contract type and structures are developed, but also those that are inherent due to procurement strategies are determined, location, local laws and regulations, and budgets and schedule baselines are set, current market conditions. This involves and the client goals and expectations are continued on next page fleng.org MAY 2021 | JOURNAL Florida Engineering Society | 21
Construction Management 101 continued from page 21 client should all be considered in the Change Management Plan. This plan should also assess conflict prevention and resolution, a vital factor in the success of a project. Common reasons for change orders in construction projects are ambiguous or inaccurate drawings and specifications, unforeseen conditions at the site, unrealistic budgets, unattainable schedules, and delays in delivery of materials. These items should be addressed in the Risk Assessment and Mitigation Plan consideration of labor force, equipment for the project. availability, and cost of materials. Another critical function of a project is Sustainability requirements including project scheduling. A Master Schedule should LEED certification and other environmental be developed as part of the Project Execution factors should also be considered when Plan. As scope is defined and parameters developing the scope of work. All these established, the schedule is expanded to elements will influence the establishment include all activities. The interaction and of a realistic project budget, which is a dependencies of these activities are set up key project function impacting how the in milestone and detailed schedules, which I project is planned, designed, constructed, strongly suggest should be resource and cost and closed. Cost estimates with appropriate loaded. Proper and timely communication contingencies are developed considering time plays a critical role in the development constraints, quality, and client goals. Ideally, and monitoring of a construction schedule. cost estimates are developed following a Given its complex nature due to the work breakdown system (WBS) that aligns interdependencies of many activities, with the client’s accounting code system and the scheduler relies on the information the schedule of values of the contractors. received from all stakeholders to set up the Effective cost management, including value schedule and monitor and track progress. engineering during planning and design, and It is important to understand the impact of change management during preconstruction changes of one stakeholder in the overall and construction, becomes a critical function plan when changing sequencing of activities for the success of a project. Procedures for or recovery plans due to delays caused by time extension, handling contractor change productivity, material delays, or other causes. orders, and potential scope creep by the Providing timely and accurate schedule 22 | JOURNAL Florida Engineering Society | MAY 2021 fleng.org
updates with a narrative report is a good ensuring safety of construction personnel and practice in a successful construction project. nearby public. Safety considerations are vital During my career, reminding myself of the in project designs, and the project leaders Russian proverb “trust but verify” has been must show strong safety leadership to ensure very useful when monitoring and tracking proper support for project safety. Nothing in activities in a construction schedule. the construction process is more important Another function of a construction than executing and providing a safe project. project is quality. Quality control and quality As engineers, we have a duty to protect the assurance plans are implemented to ensure public’s health, welfare, and safety through the project is executed in accordance with our services as well as the execution of our industry standards and the client’s needs, plans. It is our obligation to also protect our goals, and expectations as defined in the personnel and all project stakeholders. construction plans and specifications. The Firms using lessons learned from plan identifies the quality team and clearly previous projects, industry benchmarking, defines roles and responsibilities, as well as and project-specific metrics to measure the forms and checklists, required testing, progress are better positioned to provide reports, and processes and procedures during added value to a project. Clients should strive all phases. Quality must be engrained in the to partner with firms that align with their day-to-day operations of all stakeholders and business culture and can bring the knowledge throughout all phases of the project. Review and expertise needed to meet project goals and approval processes may include parties and client expectations. Personalities play a that are not project stakeholders such as key role in teambuilding, and the attitude of utility companies and government agencies personnel, safety leadership, and willingness having jurisdiction over the project. During to resolve conflicts promptly and amicably the last few decades Building Information can make a significant difference in the Modeling (BIM) has been a significant successful completion of a construction contributor to the enhancement of the quality project. of the design and construction processes by Applying these functions as the basic providing a virtual environment to manage tenets of a construction project help to reach the project throughout its duration. established goals throughout the project The integration of functions in a lifetime and achieve a successful project construction project comes at a risk of completion for all stakeholders. multiple potential failure points throughout the process. This is why a risk analysis and mitigation plan is essential. A Project About the Author Risk Analysis serves as the basis for the Eric M. Jiménez, PE, PMP, CCM development of a Risk Management Plan is Vice President and Director of which helps define contract terms and Operations at Ardmore Roderick, a conditions, as well as insurance and bonding design and construction management needs. The stakeholders must identify all firm headquartered in Chicago with a potential risks and provide a mitigation for regional office in Orlando, Florida. He has completed over $1B in projects each before the project starts. and has over 30 years of industry The project-specific Safety Plan is an experience applying management integral part of the risk assessment and techniques to complex industrial and mitigation plan, although it is a standalone commercial projects with demanding function of the project. The Safety Plan must requirements and challenging be developed as early in the construction schedules. Eric currently serves on process as possible, outlining the safe the board of FECON and is Vice Chair execution of all phases following minimum of the Industry Advisory Board for the OSHA guidelines and regulations, and School of Engineering, Design and Construction at Seminole State College of Florida. fleng.org MAY 2021 | JOURNAL Florida Engineering Society | 23
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