1. An Overview Of The MBP CM Leadership Manual Presented by: Robert J. Carter, CCM Robert M. Pfeiffer, CCM

2. Today’s Agenda HISTORY PURPOSE CONTENT 2

3. History This project has been ongoing for the past two years. Developed by: –Experts within their field, offered text –Consultant hired to organize and format the document –Returned to MBP for final comments and reviews. 3

4. Purpose of the Manual This manual has been created to assist you in your role as a CM for MBP. The manual is divided in to 8 main sections with each section providing insight in to the role and responsibilities of the MBP-CM in regards to project and client accountability. This is NOT a training manual and will not tell you how to execute your role; instead it provides general guidance in terms of what you are responsible for, on a project site, and how to provide those services in a consistent “MBP way.” Before this manual can assist you…You should be familiar with the scope of work which MBP will be responsible for providing to the Owner. In order to fulfill this obligation / responsibility be sure to review the contract between MBP and the client. 4

5. Living Document This is a work in progress This manual is intended to provide you with a resource in the event that your client/project lacks a document control program. During today’s presentation we will highlight what is available This document is not intended to duplicate that which your client may already be using; it is here to fill your site specific needs. 5

6. Elements of Sections Overview Subsections MBP publications e.g. Style Guide, MBP Safety Plan, QC Plan template Hyperlinks; sample docs, templates Flowcharts 6

7. TABLE OF CONTENTS 8 Sections 1.Document Control 2.Mobilization and Start-up 3.Contract Administration 4.Quality Management 5. Safety 6. Schedule Management 7. Risk Management 8. Project Closeout & Turnover Glossary Appendix 7

8. Corporate Style Guide 8

9. Section 1 DOCUMENT CONTROL Overview “The CM is the communication hub for all project communications and is responsible for the timely and appropriate compilation, dissemination, file storage and retrieval of all communications and documentation associated with the project.” “If the owner does not have a document control process in place, the following procedures should be implemented and adhered to. If the owner does have their own process, the CM is to follow the established procedures including the use of any software system chosen by the owner.” 9

10. Section 1 DOCUMENT CONTROL Subsections 1.1 Flow of Communications Proposed Change Orders Approved Change Orders Payment applications 1.2Document Control and Storage 1.3Daily reports 1.4Meeting minutes 1.5Submittals 1.6Correspondence 1.7Logs 10

11. Document Control 11

12. Construction Manager’s Daily Progress Report 12

13. RFI Process: 13

14. Communication Flowchart: 14

15. Section 2 Mobilization and Start-Up Many of the preliminary requirements of a successful project would be found here: 2.4Permits 2.5Insurance Certifications 2.8Site Management Plan 2.9Meeting Schedules and Calendar 2.10Partnering 15

16. Section 3 Contract Administration (CA) 2 critical categories in this section: 3.1Monthly Requisitions 3.2Contract Changes 16

17. Section 4 Quality Management 4.1Quality Assurance 4.2Quality Control 4.3As-Built Drawings 4.4Owner Inspections 4.5Regulatory Inspections 17

18. Quality Control Plan 18

19. Section 5 Safety Once again, only two but, two very important subsections: 5.1MBP’s Contract Requirements 5.2The Contractor’s Requirements 19

20. Section 6 Schedule Management 6.1Preliminary Schedule 6.2Baseline Schedule 6.3Schedule Updates 6.4Time Extensions/Time Impact Analysis 6.5Recovery Schedules 6.6Schedule Revisions 6.7As-Built Schedules 20

21. Section 7 Risk Management 7.1Informal Risk Management 7.2Project Risk 7.3Formal Risk Management 7.4Quantitative Risk Management 7.5Qualitative Risk Management 21

22. Section 8 Project Closeout Of the 15 subsections, examples in this section would include: 8.1Punchlists 8.2Permits and Final Inspections 8.3 & 8.4Completions (Substantial and Final) 8.7 & 8.8Training and O&M Manuals 8.10Warranties 8.14Project Archives 8.15Project Closeout and Final Pay and Release of Retainage 22

23. Glossary In the Glossary you will find the definitions to 154 commonly used terms in the construction industry. Arranged alphabetically from A/E to Work 23

24. Appendix A Project Controls specification that outlines the procedures for some of the following: Preconstruction Conference Progress Meetings Preinstallation Meetings Submittal Procedures The Contractors CPM Construction Schedule 24

25. How can I get a copy? CM Manual and associated documents are available on the MBP Library If you do not have access to the Library, the manual is available on the Maryland Branch server or you can contact Robert directly. MBP TeamNet (future) 25

26. Summary Definitions MBP resource material Common processes and procedures Leadership in Quality 26

27. Questions

28. Thank you!