CONSTRUCTION PROJECT MANAGER'S POCKET BOOK

Cover
Half Title
Title Page
Copyright Page
Dedication
Table of contents
Preface
1 Project management – an overview
	What is a project?
	What is project management?
	Development of modern project management
		Frederick Taylor
		Henry Gantt
		William Edwards Deming
	Modern project management timeline
		1950–1959
		1960–1979
		1980–1994
		1995–present
	Project management governance and professional bodies
		Association for Project Management (APM) www.apm.org.uk
		Project Management Institute (PMI) www.pmi.org/uk
		The Royal Institution of Chartered Surveyors (RICS) www.rics.org
		The Chartered Institute of Building (CIOB) www.ciob.org
	Concepts of ethics
		Where do ethics come from?
	Ethics and the project manager
		Why is ethics important for project managers?
	Ethics and the law
	Unethical behaviours, activities and policies
	Ethics – the business case
	Ethical decision-making models
	Defining the role
		Constraint – scope
		Constraint – cost
		Constraint – time
		Constraint – quality
		Constraint – risk
	Generic / soft project management skills
		Leadership
			Autocratic leadership
			Participative leadership
			Delegative leadership
			The correct approach
		Motivation
			Classifying needs
		Communication
			Types of communication
			Running a productive meeting
			Conversation
				Avoid ambiguity
				Have a purpose
				Assertiveness
				Confrontations
				Seeking information
				Letting others speak
				To finish
		Budgetary control
	Change management
	Change management models
		Lewin’s Change Management Model
		McKinsey 7-S Model
		Kotter’s 8 Step Change Model
	Organisational development
	Business process re-engineering
	Project management tools and techniques
		PRINCE2
			Benefits of using PRINCE2
		PRIME
		Microsoft Project
		Newforma
	Project management phases
		1. Initiating the project
			SWOT analysis
			PESTLE or PEST analysis
		2. Planning / organisation
			Developing a project plan
		3. Executing / implementation
		4. Monitoring and controlling
		5. Closing / evaluation
	The construction project manager
		Deciding on the project team structure
		The role of the project manager and JCT (16)
		The role of the project manager and NEC4
			Flexibility
			Clarity and simplicity
	The construction project manager and digital construction
		Building Information Modelling (BIM)
		Cloud-based software applications
		Robots and drones on-site
		3D printing
		Artificial intelligence (AI)
		Blockchain technology
	Managing multiple projects
2 Pre-construction / RIBA Plan of Work Stages 0–4 / OGC Gateway Stages 1–3C
	Early stages
	RIBA Plan of Work (2013)
		Task bar 8: BIM Information Exchanges
	Choice of project team members
	Roles of project team members
		Client or project sponsor
		Project manager
		Architect / lead designer
		Contract administrator
		Information manager
		BIM manager / co-ordinator
		Cost consultant / quantity surveyor
		Structural engineer
		Civil engineer
		Construction manager
		Main contractor / subcontractors / suppliers
		Environmental health officer
		Building control / warrant officer
		Local planning authorities (LPAs)
		Fire safety inspector
		The police
	Preparation
		Strategic Definition / Preparation (RIBA Stages 0 & 1)
		Terms of engagement / appointment
		BSRIA Soft Landings and Government Soft Landings (GSL)
		Professional indemnity insurance for project managers
	Preparation / briefing
		The business case
		The strategic brief
			Feasibility studies / business case development
			IT / software packages / BIM
		Sustainability / green issues
			BREEAM
			LEED
			EcoHomes points / Code for Sustainable Homes
	Value engineering / management
	Design
		Design management / specialist design / BIM
		Lead consultant
		Design co-ordination at each stage of the RIBA Plan of Work (BIM outputs)
			Stages 0 & 1 Strategic Definition and Preparation and Brief
				Data Drop 1: Model represents requirements and constraints
			Stage 2 Concept Design
			Stage 3 Design Development
				Data Drop 2: Model represents outline solution
			Stage 4 Technical Design
				Data Drop 3: Model represents construction information
			Stage 5 Construction
				Data Drop 4: Model represents operations and maintenance information
			Stages 6 & 7 Handover and Close Out
				Data Drop 5 (and subsequent drops): Model represents post-occupancy validation information and ongoing o&m
		Design changes
		Contractor involvement in the design process
		Contractor designed portions
	Planning permission
		Enterprise Zones
		Role of project manager in planning
		Building Regulations
		Party wall issues
		Rights of light
		Disability legislation
		Health and safety in construction
			Construction (Design and Management) (CDM) Regulations 2015
				Construction Phase Plan
				Health and Safety Plan
			Dangerous substances
				Asbestos
	Cost advice / whole life costs
		Criticisms of whole life costing
		Whole life cost procurement – critical success factors
		RICS NRM 3 – order of cost estimating and cost planning for building maintenance works
	Risk
		Who carries the risk?
		Risk accountability
		How to deal with risk
		Risk attitude
		Risk management
		Risk identification
		Risk assessment
			Qualitative assessment
			Quantitative assessment
		Risk monitoring and control
		Risk response
		Risk avoidance
		Risk reduction
		Risk transfer
		Risk retention
		Risk and procurement strategies
		Tools and techniques of risk identification
			Ishikawa diagram
			Risk register
			Decision trees
		Software packages
		Qualitative risk analysis
		Sensitivity analysis
		Cost–benefit analysis (CBA)
	Procurement strategies
		Negotiation
		Competition
	Procurement routes
		Single-stage selective tendering
		Two-stage competitive tendering
		Design and build (D&B) and variants
			Traditional design and build
		Management procurement
			Management contracting
			Construction or contract management
			Design and manage
		Cost reimbursement contracts
			Cost-plus contracts
		Contractor designed portion
		Pre-qualification questionnaires
		Target cost
		Term contracts / schedule of rates
		Negotiated contracts
		Partnering / frameworks
			Partnering
				Alliancing
				Prime contracting
			Frameworks
		New models of construction procurement
		EU public procurement / environmental impact assessment
			EU public procurement and Brexit
			European public procurement law
			The Directives – theory and practice
			The EU procurement procedure
				Award procedures
				Competitive procedure with negotiation
				Innovative partnerships
				Concessions
		Electronic tendering
			Electronic auctions
			Technical specifications
			Public procurement beyond Europe
		Environmental impact assessment (EIA)
			About the EIA Directive
		Public–private partnerships (PPPs)
		Sustainable procurement
		Procurement paths and risk
			Single-stage
			Design and build
			Management contracting
	Cost advice
		Gross external area (GEA)
		Gross internal floor area (GIFA)
		Net internal area (NIA)
		The RICS New Rules of Measurement 1: Order of Cost Estimate and Cost Planning for Capital Building Works
			RICS New Rules of Measurement – order of cost estimate format
				Initial risk register: Risk allowance estimate
3 Construction / RIBA Plan of Work Stage 5
	Roles for the project team
		Client
		Architect
		Clerk of works
		Structural engineer
		Quantity surveyor
		Main contractor’s team
	Project quality management
		Quality audit
	Off-site construction and modern methods of construction
	Environmental management systems (EMS)
		What is an environment management system?
	Works on-site
		Meetings
			Site meetings
			Project meetings
				Initial meeting
				Ongoing meetings
			General review meetings
			Ten rules for running productive meetings
	Construction
		Cost control / financial reporting
			Financial statements
			Interim payments
			Cash flow forecasting
			Variations and change orders
				Payments to the supply chain
				Payment Notices
				Withholding Notices
				Default Notices
				Payee-led payment process
				Suspension of performance
				Adjudication
				In conclusion
			Cash flow
		Acceleration
			How can acceleration be achieved?
			NEC4
		Insolvency / bankruptcy / sequestration
			Suspension of payment
			Stage payments / cash flow projections
		Supply chain relationships and management
			What is a supply chain?
	Insurances – injury, damages and insurance
		Injury to persons and property
		Insurance of the works
		Contractor-designed portion professional indemnity insurance
		Joint Code of Practice: Fire prevention on construction sites (Ninth Edition)
		Bonds
		Guarantees – collateral warranties
		Collateral contracts
		Collateral warranties between employer and subcontractor
4 Post-construction / OGC Gateway 4–5 / RIBA Plan of Work Stage 6
	Post-construction
		What happens at practical completion?
		What does completion mean?
		Sectional completion
		Partial completion
		Latent and patent defects
	Taking possession
		To note
	Facilities / data migration
	Handover and operation
		Handover schedule
	Post-project review
	End of contract report
	Facilities management
		Use and aftercare – Soft Landings / Government Soft Landings
			Stage 1 – Inception and briefing
			Stage 2 – Design development and review
			Stage 3 – Pre-handover
			Stage 4 – Initial aftercare
			Stage 5 – Extended aftercare and post-occupancy evaluation
	Commissioning
		Testing or commissioning?
		Testing
		Commissioning
		Performance testing
	Client commissioning
	Operation and maintenance
		COBie
		Alignment of NRM 3 to COBie II data structure and definitions for Building Information Modelling
		PAS (Publicly Available Specifications) 1192–3
	Performance measurement
		Benchmarking facilities
		Performance measurement
5 Occupancy / RIBA Plan of Work Stage 7
	Project audit
		Stage 1 – establishment of success criteria and questionnaire development
			Success criteria
			Questionnaire development
			Project audit questions
			Questionnaires
		Stage 2 – background research
		Stage 3 – report development
		Conclusion
	Post-occupancy evaluation (POE)
		A suggested approach
		Methodologies
			Questionnaires
			Interviews
			Focus groups
			Visual surveys
			Energy use surveys (assessments)
			Building walk-throughs
		Feedback
			Short-term benefits
			Medium-term benefits
			Longer-term benefits
			The Usable Buildings Trust
Appendix A Financial statement
Appendix B Practical completion certificate pro-forma for NEC4 form of contract
Appendix C Final account pro-forma
Appendix D Design / construction project sample risk list
Appendix E Sample questionnaire format
Further reading
Glossary
Index