Contract Administration Procedures

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Transcript Contract Administration Procedures

Becoming a Certified Construction
Manager
Value, Requirements, and Process
Presentation
By
CMCI Board of Governors
CMAA National Conference and Trade Show
Orlando, Florida
October 2009
What is CMCI?
[Construction Manager Certification Institute]
• Manages and administers Construction Manager Certification
Program
• Independent from but sponsored by CMAA
• Governed by 15 governors
– CCMs and executive-level CMs
– Responsible for policies and procedures
– Review and evaluate applications
• Program is ANSI Accredited
ANSI Accreditation
• First construction industry professional certification program
to achieve ANSI/ISO/IEC 17024 personnel certification
accreditation by the American National Standards Institute
(ANSI)
• Process and procedures adhere to an international standard
of excellence that is mobile and in the interest of public
welfare
• Provides assurance of legitimacy to state and federal
organizations
• Accreditation renewed in September 2009
CMCI’s Goals
• Improve professional practice of Construction Management
• Identify a body of knowledge and skills necessary to practice
Construction Management profession
• Recognize those individuals who have demonstrated an
acceptable level of knowledge and experience to practice
Construction Management
• Maintain continuing education standards
Certified Construction Manager (CCM)
Person who has met prescribed criteria of the CCM program
relative to:
– Formal education and general construction industry
experience
– Documented, successful Construction Management
experience
– Demonstrated capability and understanding of CMAA Body
of Knowledge
The CCM Designation is the Means by
Which the Profession:
 Defines its own Standards of Practice and values
 Identifies those best qualified to practice Construction
Management
 Offers an assurance of quality to those who employ
Certified Construction Managers
CM Professional’s Code of Ethics
• Client service
• Representation of
qualifications & availability
• Standards of Practice
• Fair competition
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Integrity of the profession
Conflicts of interest
Fair compensation
Release of information
Public welfare
Professional development
Value of CM Certification to Owners
o Increasingly complex projects under more time pressure
and less resources demands greater capabilities in CM
o Identifies service providers with knowledge and skills to
meet challenges
o CCM is a recognized standard of professional
accomplishment for both owners and their employees
o Consistent route to smooth, successful project and
program management increasingly likely with CCMs
o Continues…
Value of CM Certification to Owners-
cont’d
o Commonality of policy, practices, procedure across all
projects possible through CCM’s appropriate application of
CMAA’s core body of knowledge
o On-staff and outsourced CCMs benefit owner’s projects
and programs with their mutual understanding based in
achievement of responsible experience and knowledge,
validated by CCM examination
Value of CM Certification to Service
Providers
o Independent assessment of CM staff knowledge and skills
based on national standards
o National certification means “portable” credentials
o Improved company marketability
o Your employees continue to improve
o Owners increasingly giving formal preference in
evaluations
Value of CM Certification to Individuals
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Increased professional stature & marketability
Creates opportunity for advancement
Adds value for both employer and client
Tells owners, employers and peers you are a recognized
professional.
o Employers rewarding achievement with bonuses and salary
adjustments
o Access to professional community to network with other CCMs
o Continuing professional development required to maintain
credential
Value of CM Certification to the Public
o Established Standards of Practice along with Code of Ethics
enhances public perception of construction management
professionals
o Promotes necessary and proper attention to health, safety
and welfare in construction
o Improves public’s confidence in those relied on to build
essential capital projects
o Provides increased opportunities for clearer project
definition lessening taxpayer risk
Total Cumulative CCMs by Year
1400
1211
1106
1200
971
1000
813
800
541
600
382
400
200
629
44
66
79
93
119
155
247
0
96
9
1
97
9
1
98
9
1
99
9
1
00
0
2
01
0
2
02
0
2
03
0
2
04
0
2
05
0
2
06
0
2
07
0
2
08
0
2
09
0
2
The “Culture of Certification”
The “Culture of Certification” describes a business
environment in which it is simply assumed, at all levels, that
the best and most committed Construction Managers will be
CCMs, and in which organizations actively and consistently
support their people in obtaining and maintaining their
credentials.
Increasing numbers of organizations, both owner and service providers, are
adopting this outlook and focus
Owners with CCM’s on Staff
(partial list)
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U.S. Army COE
GSA
Dept of Veteran Affairs
Dept of Defense
Architect of Capitol
NOAA
NAVFAC
U.S. GAO
U.S. DOT
Intl. Monetary Fund
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LA Unified School Dist
San Diego Unified Port Dist
Sac County Public Works
Modesto City Schools
NYC Transit
D.C. Water & Sewer Auth
Alaska DOT
Massachusetts Port Authority
Las Vegas Valley Water Dist
Washington MTA
Seattle Public Works
®
The CCM Certification Process
1.
2.
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5.
Determine if you are eligible
Complete and submit the full application packet
Be advanced to candidacy by the Board of Governors
Prepare for examination
Pass the examination
Certification Eligibility Requirements
Must have 48 months Responsible-In-Charge (RIC) experience
as a CM/PM as shown on Qualification Matrix coupled with
one of the following:
 4-year Degree
 Construction Management, Architecture, Engineering, or
Construction Science
 Accredited ACCE, ABET, or as determined curriculum comparable
 2-year Degree & 4 years experience in general
design/construction
 8 Years experience in general design/construction
CM Qualifying Experience
“CMAA believes that all participants in projects and programs
are responsible for fulfilling their obligations in an ethical and
professional manner, regardless of delivery system or contract
method.
If an applicant for the CCM can show professional character and
RIC construction management experience that reflect this
commitment, verified by references, the applicant can be
considered for candidacy.”
CMAA Guidance Statement, September 2009
Range of Delivery Methods in use
include:
 Traditional Approach
 D-B-B with single GC
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Multiple Prime Contracting
CM-At-Risk
Design-Build
Hybrid and Alternative Project Delivery methods
Owners engage CMs in different
ways
 CM as Agent
 CM – At – Risk
 CM as GC (LS, unit price, etc.)
Qualification Matrix
PHASE:
Pre-design
Design
RIC
RIC
Procurement
Construction
Post-construction
FUNCTION/ ROLE
Project Management
RIC
Cost Management
RIC
Time Management
RIC
RIC
Quality Management
RIC
RIC
RIC
RIC
RIC
Contract
Administration
RIC
RIC
RIC
RIC
Safety Management
Minimum Total of 48 months cumulative experience required in these Phases &
RIC Experience > Function/Roles
RIC: Key Questions
1. Did decisions candidate was empowered to make directly
impact successful project completion?
2. Was candidate directly responsible-in-charge of construction
management services?
3. Did candidate protect project and owner interests?
Application RIC Documentation
• This is the most critical part of the application along with your
reference letters.
• In this section you discuss your 48 month Responsible-inCharge project experience
– be as detailed as possible and outline what you specifically
accomplished for each project.
• Your experience should be reasonably represented in all
phases of the Qualifications Matrix.
COMPLETION OF SECTIONS 3.6 TO 3.10 IS MANDATORY AND
FREQUENTLY OVERLOOKED
Letters of Reference, Resume & Exam
 After receipt of an application, references are contacted by
CMCI.
 Reference letters are sent directly to CMCI.
 A current professional resume is required, which documents
specific project responsibilities, not simply a description of
the project.
 A comprehensive 5-hour exam based on experience and
knowledge is taken.
Application - References
At least two letters, pertaining to RIC experience, preferably
from the Client/Owner
If a Client/Owner is unavailable, 1 Reference may be from a
Project Executive of CM’s firm/org that can verify the time and
RIC experience from that specific project
References must be independent
Application – Other Items
Contact information
Resume
Diploma or college transcripts
Other construction experience write-up, if required
Advancement to Candidacy
• CMCI Board of Governors reviews and evaluates your
application.
• Once approved, you are advanced to candidacy.
• May now sit for examination.
CCM Examination
• 1-Year eligibility to pass all sections
• Exam Fee - $275
• Offered at secure testing locations across the US
• Online examination
– 5 hour time limit to complete
– 200 questions
• CMAA/CMCI website explains process fully
Retaking the Examination
• Exam retake fee - $100
• May test up to three (3) times within the 1 year eligibility
period
• Entire exam must be taken again
The Examination
Scope:
 Material in CMAA’s Capstone text & CM Standards of Practice,
Guidelines, Procedures, and Model Contract Documents
 General knowledge of design and construction
Sections:
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Project Management 20%
Cost Management 18%
Time Management 18%
Contract Administration 18%
Quality Management 10%
Professional Practice 8%
Safety & Risk Management 8%
CMAA Exam Preparation Resources
• CM Core Competencies – CMAA/CMCI Site
• CM Standards of Practice Study Kit
• Other CMAA published books and reports
• CM/construction texts
• CM Standards of Practice 3-day instructor lead course
• Capstone online self-study and assessment test- just introduced
• On-Line Standards of Practice self-study modules
CMAA Standards of Practice
Study Kit Contents
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Construction Management Standards of Practice
Capstone: The History of CM Practice and Procedures
Contract Administration Procedures
Cost Management Procedures
Quality Management Procedures
Time Management Procedures
Construction Manager At-Risk Model Contract Documents
Agency Series Model Contract Documents
Examination Questions
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Experience and academic based
“Objective”
Developed by CMCI’s Examination Committee
Input from CCM’s and Subject Matter Experts
Examination items reviewed by CCM’s
Validation in accordance with ANSI requirements
CCM Re-Certification
• Initial certification good for 3 years
• Re-Certification every 3 years thereafter
• Two renewal categories with a total of 45 points achieved in:
• Professional development
• Involvement/commitment to the profession re-certification
• Fee - $200
Recap of Fees
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Application
Examination
Re-take, each
Re-Certification
Study Kit
SOP 3-Day Course
Capstone Self-study
SOP On-line Modules
$275
$275
$100
$200
$250 (member)
$550 (member)
$60
$1,100 (member)
CMCI Contact
Kate Brundage
Certification Manager
7926 Jones Branch Drive, Suite 800
McLean, Virginia 22102 USA
Tel: 703.356.2622 Fax: 703.356.6388
[email protected]
Questions & Discussion