Workbookand Study Guide
Workbookand Study Guide
MANAGEMENT
FOUNDATIONS
COMPREHENSIVE
PROFESSIONAL
PREPARATORY COURSE
FULL COURSE
WORKBOOK &
STUDY GUIDE
THIS CONSTRUCTION
MANAGEMENT FOUNDATIONS
COURSE IS A 70-HOUR SELF-PACED
PROGRAM WITH:
10 Units in 4 Modules
Video Lessons
Quizzes & Tests
Coursework
Community Discussions
Monthly Live Sessions for PRO
Practitioner Plan Subscribers
Welcome to the
CONSTRUCTION
MANAGEMENT FOUNDATIONS
Dear Student,
I commit to set aside _________ hours a week to complete all the lessons, take
the assessments, participate in the monthly discussions, and writing my
coursework to ensure timely completion and skillful mastery of the
Construction Management Foundations.
I will try my best to remove all distractions and give my a100% attention to
each study sessions.
Lastly, I commit to successfully completing this course by date not later than
__________________.
Name:_________________________ Signature:_____________________
Date signed____________________
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CMF COURSE PAGE
COURSE OUTLINE AND PLANNER
The CONSTRUCTION MANAGEMENT FOUNDATIONS is divided into four
modules namely:
• Module 1: Introduction to Construction Management
• Unit 01 – Introduction to Construction Management
• Unit 02 – Project Leadership
• Module 2: Project Contracts and Controls
• Unit 03 – Contract Administration
• Unit 04 – Cost Management
• Unit 05 – Time Management
• Module 3: Field Management and Operations
• Unit 06 – Quality Management
• Unit 07 – Safety Management
• Unit 08 – Sustainability Management
• Module 4: Building Information Management and Risk Management.
• Unit 09 – BIM for Project Managers
• Unit 10 – Risk Management
START END
LESSONS DATE DATE
UNIT 1 INTRODUCTION TO CONSTRUCTION
MANAGEMENT
5 Lessons, 4 Quizzes, 1 Assignment
Lesson 1: Introduction to Construction Management
Quiz U01-Q01
Lesson 2: The Professional Practice of Construction Manager
Quiz U01-Q02
Assignment U01-A02: Reflection on Professional Ethics
Lesson 3: Project Management Fundamentals Part 1
Quiz U01-Q03
Lesson 3: Project Management Fundamentals Part 2
Quiz U01-Q04
Lesson 4: Program Management
UNIT 2 PROJECT LEADERSHIP
1 Lesson, 1 Quiz
Lesson 1: Leadership in Project Management
Quiz U02-Q01
UNIT 3 CONTRACT ADMINISTRATION
START END
LESSONS DATE DATE
UNIT 3
1 INTRODUCTION TO CONSTRUCTION
CONTRACT ADMINISTRATION
3 Lessons, 3 Quizzes, 1 Assignment
Introduction to Contract Administration for Construction Management Professionals
Lesson 1: Project Delivery Methods
Quiz U03-Q01
Lesson 2: Forms of Contract and Procurement Strategies
Quiz U03-Q02
Lesson 3: Procurement Method & Selection Process
Quiz U03-Q03
Assignment U03-A01
UNIT 4 COST MANAGEMENT
7 Lessons, 5 Quizzes, 4 Assignments
Lesson 1 Cost Management Overview and Lesson 2 Cost Concepts
Quiz U04-01
Assignment U04-A01
Lesson 3 Preliminary Budgets
Quiz U04-Q02
Assignment U04-A02
Lesson 4 Cost Management Systems
Quiz U04-Q03
Lesson 5 Cost Estimating
Quiz U04-Q04
Assignment U04-A03
Lesson 6 Cost Control during Construction Phase
Lesson 7 Value Engineering
Quiz U04-Q05
Assignment U04-A04
UNIT 5 TIME MANAGEMENT
5 Lessons, 4 Quizzes, 2 Asssignments
Lesson 1 Scheduling Fundamentals
Quiz U05-Q01
Lesson 2 Schedule Develpoment
Quiz U05-Q02
Lesson 3: Precedence Diagramming Method and Critical Path Method
Quiz U05-Q03
Lesson 05 Earned Value Analysis
Quiz U05-Q04
Assignment U05-A01
Assignment U05-A02
BONUS: Time Management Laboratory
UNIT 6 QUALITY MANAGEMENT
START END
LESSONS DATE DATE
UNIT 16INTRODUCTION TO CONSTRUCTION
QUALITY MANAGEMENT
4 Lessons, 2 Quizzes, 3 Assignments
Lesson 1 Quality Fundamentals
Quiz U06-Q01
Assignment U06-A01
Lesson 2 Quality Management Systems
Quiz U06-Q02
Assignment U06-A02
Lesson 3 Quality Tools in Construction
Lesson 4 Project Procedures Manual and Quality Control
Assignment U06-A03
UNIT 7 SAFETY MANAGEMENT
4 Lessons, 2 Quizzes, 2 Assignments
Introduction to Safety Management for Construction Management Professionals
Lesson 1 Safety Management Fundamentals
Quiz U07-Q01
Assignment U07-A01
Lesson 2 Construction Safety and Health Program in the Philippines
Quiz U07-Q02
Lesson 3 Construction Safety and Health Program Best Practices
Assignment U07-A02
Lesson 4 Qualities and Responsibilities of a safety officer
Quiz U07-Q03
UNIT 8 SUSTAINABILITY MANAGEMENT
5 Lessons, 2 Quizzes
AACEI PUBLICATIONS
1. Cost Engineering Terminologies (FREE COPY)
2. Recommended practice guides (Available in AACEI)
OTHER REFERENCES
Other references are provided in the course.
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CMF COURSE PAGE
BASIC TERMINOLOGIES
A supplement to documents, issued prior to taking receipt of bids, for the purpose of clarifying,
1 Addendum
correcting, or otherwise changing bid documents previously issued.
Services provided in addition to those specifically designated as basic services in the agreement
2 Additional Services
between the owner and CM. Also known as supplemental services.
A legal relationship by which one party is empowered and obligated to act on behalf of another
3 Agency
party.
Agency A form of Construction Management performed in a defined relationship between the CM and
4 Construction owner. The agency form of Construction Management establishes a specific role of the CM acting
Management as the owner’s principal agent in connection with the project/program.
A document setting forth the relationships and obligations between two parties, as the CM and
5 Agreement
owner or Contractor and owner It may incorporate other documents by reference.
Apparent Law The bidder who has submitted the lowest bid for a division of work described in bid documents, a
6
Bidder proposal form, or proposed contract.
Approved Bidders The list of contractors that have been prequalified for the purpose of submitting responsible,
7
List competitive bids.
Changes in the contract documents that have been subjected to an agreed upon change approval
8 Approved Changes process and have been approved by the party empowered to approve such changes. See
“Change Order”.
9 As-Built Drawings Drawings (plans) that show the work, as actually installed. Also known as record drawings.
A delivery method that entails a commitment by the Construction Manager to deliver the project
within a Guaranteed Maximum Price (GMP). The Construction Manager acts as consultant to the
At-Risk Construction owner in the development and design phases, but as the equivalent of a general contractor during
10
Management the construction phase. When a construction manager is bound to a GMP, the most fundamental
character of the relationship is changed. In addition to acting in the owner’s interest, the
Construction Manager also protects himself/herself.
Scope of service as defined in the original agreement between the owner and CM as basic
11 Basic Services
services.
Beneficial
12 The use of the constructed facility by the owner prior to final completion of the construction.
Occupancy
13 Bid An offer to perform the work described in contract documents at a specified cost.
The degree to which a set of bid documents could be reasonably expected to permit a bidder to
14 Biddability
establish a competitive price to perform the work as defined in the bid documents.
A formal review of the contract documents, addendum, and reference documents to be
accomplished with respect to the local construction marketplace and the bid packaging strategy so
15 Biddability Review
as to eliminate ambiguities, errors, omissions, and contradictions, for the purpose of minimizing
bid prices in the procurement phase and disputes during construction.
The documents issued to the contractor(s) by the owner which describe the proposed work and
16 Bid Documents contract terms. Bid documents typically include drawings, specifications, contract forms, general
and supplementary general conditions, proposal or bid forms, and other information.
A pledge from a surety to pay the bond amount to the owner in the event the bidder defaults on its
17 Bid Bond commitment to enter into a contract to perform the work described in the bid documents for the bid
price.
A pledge from a surety guaranteeing the performance of the obligation defined in the bond,
including the completion of work or payment of the bond amount to the obligee (owner or
18 Bond
contractor) in the event of a default, or non-payment by a principal (contractor or subcontractor), as
with bid, performance and labor and material bonds.
Additional compensation paid or to be paid to the contractor by the owner as a reward for
19 Bonus accomplishing predetermined objectives that are over and above the basic requirements of the
contract between the owner and contractor.
20 Budget The dollar amount allocated by the owner for a project/program.
An estimate of the cost of work based on preliminary information, with a qualified degree of
21 Budget Estimate
accuracy.
Conditions or circumstances, physical or otherwise, which differ from the conditions or
22 Changed Conditions
circumstances on which the contract documents were based.
A written agreement or directive between contracted parties which represents an addition,
23 Change Order deletion, or revision to the contract documents, identifies the change in price and time and
describes the nature (scope) of the work involved. Also known as contract modification.
A formal demand for compensation, filed by a contractor or the owner with the other party, in
24 Claim
accordance with provisions of the contract documents.
The owner’s written description of the cost elements of the project, used for the owner’s accounting
25 Code of Accounts
purposes.
BASIC TERMINOLOGIES
26 Commissioning Startup, calibration, and certification of a facility.
27 CM Fee A form of contractual payment for services, where the CM is paid a fee for services performed.
An amount of money reserved by the owner to pay for unforeseen changes in the work or increases
28 Contingency
in cost.
The ease with which a project can be built, based upon the clarity, consistency, and completeness
29 Constructability of the contract documents for bidding, administration, and interpretation to achieve overall project
objectives.
Constructability The process of evaluating the construction documents for clarity, consistency, completeness, and
30
Reviews ease of construction to facilitate the achievement of overall project objectives.
The sum established, normally during the pre-design or design phase, as available for construction
31 Construction Budget
of the project.
32 Construction Cost See “Cost of Construction”.
Construction A professional management practice applied to construction projects from project inception to
33
Management completion for the purpose of controlling time, cost, scope, and quality.
Construction The written document prepared by the CM, which clearly identifies the roles, responsibilities and
34
Management Plan authority of the project team and the procedures to be followed during construction.
Construction An organization or individual with the expertise and resources to provide Construction
35
Manager (CM) Management services.
Construction A graphic, tabular or narrative representation or depiction of the time of construction of the project,
36
Schedule showing activities and duration of activities in sequential order.
Contract The function of implementing the terms and conditions of a contract, based upon established
37
Administration systems, policies, and procedures.
The organization or individual who undertakes responsibility for the performance of the work, in
38 Contractor accordance with plans, specifications and contract documents, providing and controlling the labor,
material and equipment to accomplish the work.
The documents which provide the basis for the contract entered into between parties. They typically
Construction
39 include the bid documents updated to reflect the agreement between the owner and the
Contract Documents
contractor(s).
The function of limiting the cost of the construction project to the established budget based upon
40 Cost Control
owner-approved procedures and authority.
The act of managing all or partial costs of a planning, design, and construction process to remain
41 Cost Management
within the budget.
All costs attributed to the construction of the project, including the cost of contracts with the
42 Cost of Construction Contractor(s), construction support items, general condition items, all purchased labor, material
and fixed equipment.
A scheduling technique used to plan and control a project. CPM combines all relevant information
into a single plan defining the sequence and duration of operations, and depicting the
Critical Path Method interrelationship of the work elements required to complete the project. The critical path is defined
43
(CPM) as the longest sequence of activities in a network which establishes the minimum length of time for
accomplishment of the end event of the project. Arrow Diagramming Method (ADM) and
Precedence Diagramming Method (PDM) are both common forms of CPM scheduling.
Critical Date
44 See "Milestone Schedule".
Schedule
A project delivery method which combines architectural and engineering design services with
45 Design-Build
construction performance under one contract agreement.
The individual or organization that performs the design and prepares plans and specifications for
46 Designer the work to be performed. The designer can be an architect, an engineer, or an organization which
combines design services with other professional services.
Traditionally the first stage of the designer’s basic services. In the schematic stage, the designer
47 Design-Schematic ascertains the requirements of the project and prepares schematic design studies consisting of
drawings and other documents illustrating the scale and relationships of the project.
The transition from the schematic stage to the completion of design development. During this stage
ancillary space is developed and dimensions are finalized. Outline specifications are developed
48 Design-Preliminary
into technical specifications; sections are delineated and elevations are defined. Also known as
design development.
The stage of the design process when drawings and specifications are completed for construction
bid purposes. It is preceded by the preliminary design stage, and followed by the procurement
49 Design-Final
phase. The designations used by designers for the last part of the design process prior to
procurement.
BASIC TERMINOLOGIES
The field costs directly attributed to the construction of a project, including labor, material,
50 Direct Costs
equipment, subcontracts and their associated costs.
Graphic representations showing the relationships, geometry and dimensions of the elements of
51 Drawings
the work.
Estimated Cost to
52 The current estimate of the remaining costs to be incurred on a project at a specific point in time.
Complete
The anticipated cost of a project or project element when it is complete. The sum of the cost to date
53 Estimated Final Cost
and the estimated cost to complete.
The process of dividing the design of a project into sub-phases in such a manner as to permit
54 Fast Track construction to start before the entire design phase is complete. The overlapping of the
construction phase with the design phase.
An order issued at the site by the owner or CM to clarify and/or require the contractor(s) to perform
55 Field Order work not included in the contract documents. A field order normally represents a minor change not
involving a change in contract price or time and may or may not be the basis of a change order.
56 Final Completion The date on which all the terms of the construction contract have been satisfied.
Contingency time that exists on a scheduled activity. It represents the amount of time that activity
57 Float may be delayed without effecting the end date of the schedule. It is measured by comparing the
early start and late start, or early finish and late finish dates, of an activity.
Directed work accomplished by the contractor outside of the contract agreement usually paid for on
58 Force Account
a time and material basis.
A section of general clauses in the contract specifications that establish how the project is to be
59 General Conditions administered. Included are obligations such as providing temporary work, insurance, field offices,
etc.
A legally enforceable assurance by the contractor and/or a third party of satisfactory performance
60 Guarantee
of products or workmanship during a specific period of time stated and included in the contract.
Guaranteed A contractual form of agreement wherein a maximum price for the work is established based upon
61
Maximum Price an agreed to scope.
A claim, encumbrance, or charge against or an interest in property to secure payment of a debt or
62 Lien
performance of an obligation.
All costs incident to the planning, design, construction, operation, maintenance and demolition of a
63 Life Cycle Cost
facility, or system, for a given life expectancy, all in terms of present value.
An amount of money usually set on a per day basis, which the contractor agrees to pay the owner
64 Liquidated Damages
for delay in completing the work in accordance with the contract documents.
Material or equipment having an extended delivery time. Such items may be considered for early
65 Long Lead Item
procurement and purchase under separate contract to facilitate on time completion of the project.
66 Long Lead Time The extended time interval between purchase and delivery of long lead items.
The responsible bidder who has submitted the lowest bid, which is determined to be responsive to
67 Low Bidder
the request for bids for a division of work described in a bid document, proposal form or contract.
A fixed amount that includes the cost of overhead and profit paid, in addition to all other direct and
68 Lump Sum Fee
indirect costs of performing work.
A schedule representing important events along the path to project completion. All milestones may
69 Master Schedule not be equally significant. The most significant are termed “major milestones” and usually represent
the completion of a group of activities.
Multiple Prime Separate Contractors contracting directly with the owner for specific and designated elements of
70
Contracts the work.
Non-Conforming
71 Work that does not meet the requirements of the contract documents.
Work
72 Notice of Award A formal document informing an individual or organization of successfully securing a contract.
A formal document and/or point in the project’s life cycle authorizing an individual or organization to
73 Notice to Proceed commence work under its contract. The issuance of the notice to proceed typically marks the end
of the Procurement Phase.
A form of Construction Management that does not use an independent Construction Management
Owner Construction
74 organization as a team member. The owner performs all required Construction Management
Management
services with in-house staff.
Owner's
75 The individual representing the owner on the project team.
Representative
BASIC TERMINOLOGIES
Representative
76 Penalty A punitive measure, usually associated with failure to fulfill a contractual obligation.
A pledge from a surety guaranteeing the performance of the work or payment of the bond amount
77 Performance Bond to the obligee (owner or contractor) in the event of a default in performance of contractual
obligations.
Phased An incremental approach to construction or design and construction. Each overlapping or
78
Construction sequential phase or element has a defined work scope and is considered as a separate project.
79 Plans See "Drawings".
Post-Construction
80 The period following substantial completion.
Phase
The period before schematic design commences during which the project is initiated and the
81 Pre-Design Phase
program is developed; the planning and conceptual phase.
A direct contract with an owner. It can be a single contract and/or include the work specified for
82 Prime Contract
several contracts depending upon division of work.
83 Prime Contractor A contractor who has a contract with an owner.
Services provided by a professional or by an organization that has specific competence in a field
Professional
84 of endeavor that requires professional (and technical) knowledge and capabilities and that meets
Services
recognized standards of performance.
The practice of professional Construction Management applied to a capital improvement program
of one or more projects from inception to completion. Comprehensive Construction Management
Program
85 services are used to integrate the different facets of the construction process -- planning, design,
Management
procurement, construction and activation -- for the purpose of providing standardized technical and
management expertise on each project.
86 Progress Meeting A meeting dedicated to the subject of progress during any phase of project delivery.
Partial payment of the contract amount periodically paid by the owner, upon approval by the CM,
87 Progress Payment
verifying that portions of the work have been accomplished.
The total effort required in all phases from conception through design and construction completion
88 Project
to accomplish the owner’s objectives.
The sum or target figure established to cover all the owner’s costs of the project. It includes the cost
89 Project Budget of construction and all other costs such as land, legal and consultant fees, interest, and other
project-related costs.
90 Project Cost The actual cost of the entire budget.
As applied to a construction project, the use of integrated systems and procedures by the project
91 Project Management team to accomplish design and construction. Project management is an integral function of
Construction Management.
A document prepared by the CM, and approved by the owner, which defines the owner’s goals and
Project Management
92 expectations including scope, budget schedule, and quality and the strategies to be used to fulfill
Plan
the requirements of the project.
Project Team A meeting dedicated to all aspects of the project, involving the project team members [owner,
93
Meeting designer, CM, contractor(s)].
Project Procedures A detailed definition of the project team responsibilities and authority, project systems, and
94
Manual procedures to be used for all phases of the project.
Initially consists of the owner, designer, and CM. Thereafter, as prime contractors are engaged for
95 Project Team
construction they are added to the team.
A list made near the completion of the construction work indicating items of work that remain
96 Punch List unfinished, do not meet quality or quantity requirements as specified or are yet to be performed
and which must be accomplished by the contractor prior to completing the terms of the contract.
The degree to which the project and its components meet the owner’s expectations, objectives,
97 Quality standards, and intended purpose; determined by measuring conformity of the project to the plans,
specifications, and applicable standards.
Quality Assurance The application of planned and systematic methods to verify that quality control procedures are
98
(QA) being effectively implemented.
The continuous review, certification, inspection, and testing of project components, including
persons, systems, materials, documents, techniques, and workmanship to determine whether or
99 Quality Control (QC)
not such components conform to the plans, specifications, applicable standards, and project
requirements.
The process of planning, organization, implementation, monitoring and documenting of a system of
100 Quality Management policies and procedures that coordinate and direct relevant project resources and activities in a
manner that will achieve the desired quality.
BASIC TERMINOLOGIES
manner that will achieve the desired quality.
Drawings (plans), prepared after construction is complete, that represent the work accomplished
101 Record Drawings
under the contract.
The schedule that depicts action(s) and special effort(s) required to recover lost time in the
102 Recovery Schedule
approved schedule. It can depict activities of any member of the project team.
A written document issued by the CM to the contractor that describes a proposed change to the
Request for Change
103 contract documents for purposes of establishing cost and time impacts. May also be known as a
Proposal
bulletin or request for quote.
A list of basic contract segments, in both labor and material, where each line item consists of a
104 Schedule of Values description of a portion of work and a related cost and the sum of the line items equals the total
contract price. Generally used to determine progress payments to the Contractor(s).
105 Scope Identification of all requirements of a project or contract.
106 Scope Changes Changes that expand or reduce the requirements of the project during design or construction.
Drawings typically prepared by the contractor, based upon the contract documents and provided in
107 Shop Drawings sufficient detail that indicate to the designer that the contractor intends to construct the referenced
work in a manner that is consistent with the design intent and the contract documents.
The planning and scheduling of prime contractor(s) activities on site, for the short duration of
Short-Term
“foreseeable future” usually developed on a week-by-week basis using milestones for planning
108 Construction Activity
intervals coordinated by the CM. Also known as a rolling schedule, “look ahead” schedule, or short
Plan
interval schedule.
Special Conditions
109 (of the Contract for See “Supplementary General Conditions”.
Construction)
The designation for various professionals, including engineers, architects, designers and other
110 Special Consultants
experts, who provide expertise in specialized fields.
The detailed written descriptions of materials, equipment, systems, and required workmanship and
111 Specifications
other qualitative information pertaining to the work.
The period prior to occupancy when systems are activated and checked out, and the owner’s
112 Start-Up
operating and maintenance staff assumes the control and operation of the systems.
113 Subcontractor A contractor who has a contract with a prime contractor to perform work.
The date, certified by the designer or CM or both, that the contractor has reached that stage of
Substantial
114 completion when the facility may be used for its intended purposes, even though all work is not
Completion
completed.
115 Submittals Transmittals of information as required by the contract documents.
Supplementary Additions and/or modifications to the general conditions, which are part of the bid documents
116
General Conditions and/or contract documents.
The application of specific procedures to determine if work has been completed in the prescribed
117 Testing
manner and at the required levels of workmanship. See “Non-Conforming Work”.
Construction contractors who specialize in providing and/or installing specific elements of the
118 Trade Contractors
overall construction requirements of a complete project.
The study to define the comparative values and risks of a substitution or exchange of a design
119 Trade-Off Study component. The trade-off can identify both monetary and functional values. Also known as an
alternatives analysis.
A specialized cost control technique, which utilizes a systematic and creative analysis of the
120 Value Engineering functions of a project or operation to determine how best to achieve the necessary function,
performance, and reliability at the minimum life cycle cost.
121 Warranty Assurance by a party that it will assume stipulated responsibility for its own work.
122 Work The construction, to include all labor, material and equipment, required by the contract documents.
CONSTRUCTION MANAGEMENT FOUNDATIONS
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leadership? Which should it be?
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certificates issued by Build Quotient AEC Training Institute.
Unit 04 Cost Management
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Lesson
Lesson
02:
02: KEY POINTS
Schedule
ScheduleDevelopment
Development
• • Process
Characteristics
• Define
• Sequence
• Estimate Resources
• Estimate Duration
• Develop the schedule model
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You have reached the end of the workbook and study guide. As an enrolled
student, the only way to move towards certification, is to complete and pass
your coursework. After successfully completing this course, you can now
claim your Level 1 and Level 2 Credentials as well as your digital certificate
to apply to get certified as an Associate Construction Management
Professional (ACMP) .
Though this study guide was primarily created for students of the
Construction Management Foundations (CMF) Course, anyone who
studies on his own using the references in the list provided using this
guide, will benefit from it.
Enrolling in the CMF will definitely unlock more benefits for any serious
practitioner in the Construction Industry. If you have not enrolled, I
encourage you to do so. If you have already studied on your own, using
this study guide, and feel that you are ready to be certified as ACMP
submit a copy of this with your own notes and email it to
[email protected]. We will evaluate this and for a minimal fee
let you complete the requirements (assessments and coursework) for the
sake of completing your application for the certification exam.
Again, Congratulations !
Keep Learning!
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CONSTRUCTION MANAGEMENT FOUNDATIONS
CONSTRUCTION
MANAGEMENT
FOUNDATIONS
COMPREHENSIVE
PROFESSIONAL PREPARATORY
COURSE