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Construction ManagementJumpStart

Construction ManagementJumpStartThe Best First Step Toward a Careerin Construction ManagementThird EditionBarbara J. Jackson

This edition first published 2020 2020 John Wiley & Sons, Inc.Edition History:John Wiley & Sons 2004 (1e), John Wiley & Sons 2010 (2e)All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by anymeans, electronic, mechanical, photocopying, recording or otherwise, except as permitted by law. Advice on how to obtain permission toreuse material from this title is available at http://www.wiley.com/go/permissions.The right of Barbara Jackson to be identified as the author of this work has been asserted in accordance with law.Registered OfficeJohn Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, USAEditorial OfficeJohn Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, USAFor details of our global editorial offices, customer services, and more information about Wiley products visit us at www.wiley.com.Wiley also publishes its books in a variety of electronic formats and by print-on-demand. Some content that appears in standard printversions of this book may not be available in other formats.Limit of Liability/Disclaimer of WarrantyWhile the publisher and authors have used their best efforts in preparing this work, they make no representations or warrantieswith respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including withoutlimitation any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended bysales representatives, written sales materials or promotional statements for this work. The fact that an organization, website, or productis referred to in this work as a citation and/or potential source of further information does not mean that the publisher and authorsendorse the information or services the organization, website, or product may provide or recommendations it may make. This work issold with the understanding that the publisher is not engaged in rendering professional services. The advice and strategies containedherein may not be suitable for your situation. You should consult with a specialist where appropriate. Further, readers should be awarethat websites listed in this work may have changed or disappeared between when this work was written and when it is read. Neitherthe publisher nor authors shall be liable for any loss of profit or any other commercial damages, including but not limited to special,incidental, consequential, or other damages.Library of Congress Cataloging-in-Publication DataNames: Jackson, Barbara J., author.Title: Construction management jumpstart : the best firststep toward acareer in construction management / Barbara Jackson.Description: Third Edition. Hoboken : Wiley, 2020. Revised edition ofthe author’s Construction management jumpstart, c2010.Identifiers: LCCN 2019045368 (print) LCCN 2019045369 (ebook) ISBN9781119451013 (paperback) ISBN 9781119451068 (adobe pdf) ISBN9781119451082 (epub)Subjects: LCSH: Construction industry—Management.Classification: LCC HD9715.A2 J32 2020 (print) LCC HD9715.A2 (ebook) DDC 624.068—dc23LC record available at https://lccn.loc.gov/2019045368LC ebook record available at https://lccn.loc.gov/2019045369Cover design: WileyCover image: Steve Debenport/iStock.comSet in 9/12pt Sabon by SPi Global, Chennai, India10 9 8 7 6 5 4 3 2 1

To the many people who have purchased this book and used it to launch their career inconstruction, transition into management from the field, or used it to begin their studiesas they prepare for a career in construction—one of the most rewarding and impactfulpaths a person can follow.

Contents at a GlanceAcknowledgmentsAbout the AuthorIntroductionxviixixxxiChapter 1The Construction Industry1Chapter 2What Is Construction Management?43Chapter 3How We Get the Work75Chapter 4The Construction Contract99Chapter 5Project Stages123Chapter 6Managing the Project Team147Chapter 7Performing Pre-construction Services175Chapter 8Estimating Project Costs197Chapter 9Contract Administration233Chapter 10Construction Operations and Job Site Management263Chapter 11Project Planning and Scheduling301Chapter 12Monitoring Project Performance323Chapter 13Managing Quality and Safety347Chapter 14Managing Project Risks373Chapter 15BIM and Beyond395Chapter 16Sustainability and the Built Environment413Appendix ACommon Acronyms Used in Construction433Appendix BAnswers to Review Questions435Glossary457Index467

ContentsAcknowledgmentsAbout the AuthorIntroductionChapter 1The Construction Industryxviixixxxi1The Scope of the Industry.2“It’s Just Construction”.2A Historical Perspective.4Ancient Times.5Egypt and the Pyramids.5Greek Influence.5The Roman Empire.6The Middle Ages.6The Renaissance.7The Industrial Revolution.7The Age of the Skyscraper.8The 20th Century.8The Age of Technology.9Industry Sectors.10Residential Building.11Commercial Building.13Heavy Civil Construction.15Industrial Construction.16Environmental Construction.18The Project Players.20Primary Players.20Secondary Players.26The Industry Image.28An Industry in Transition.28Making a Difference.33Career Opportunities.33Distinguishing Construction Companies.34Advancement Opportunities.37Educational Offerings.37Professional Affiliation and Certification.38Terms to Know.41Review Questions.41Chapter 2What Is Construction Management?43Construction Management Defined.43The Construction Project.45

xContentsProject Values.45The Owner Sets the Stage.48Scope Definition.49Project Delivery Methods.49What Is Project Delivery?.50Types of Project Delivery.50Trends in Project Delivery.58Project Delivery Selection.60What Does a Construction Manager Do?.60Construction Management Functions.61Problem Solving and Decision Making.65What It Takes to Be a Construction Manager.65General Requirements.65A Typical Career Track.66Want to See If You Have the Right Stuff?.70Terms to Know.73Review Questions.73Chapter 3How We Get the Work75Finding the Work.75Marketing Efforts.76The Rules of the Game.77Sources of Information.79The Competition.81The Competitive Bidding Process.81How We Play the Game.82Competition Criteria and Project Delivery.82Selection Methods.83Making the Bid/No Bid Decision.95A Final Note.97Terms to Know.97Review Questions.97Chapter 4The Construction Contract99The Contract Documents.99The Drawings.100The Project Manual.106The Construction Specification Institute.110The CSI MasterFormat.111Contract Types.117Lump-Sum Contracts.117Cost-Plus-Fee Contracts.118Guaranteed Maximum Price Contracts.119Unit-Price Contracts.120Terms to Know.121Review Questions.121

ContentsChapter 5Project Stages123The Design and Construction Process.123The Design Stage.124The Pre-construction Stage.127The Procurement Stage.133The Construction Stage.135The Post-construction Stage.137The Successful Project.143Measuring Project Success.144Terms to Know.144Review Questions.145Chapter 6Managing the Project Team147The Project Team.148People.149Building Trust.153Accountability.156Ethical Dealings.157Communication, Collaboration, and Integration.158Effective Communication.159Effective Collaboration and Team Integration.165The AEC Culture.166Low-Bid Mentality.167Competing Agendas.167Large Diverse Teams.167Multigenerational Workforce.169Technology.169Management vs. Leadership.170Integrated Project Leaders.172Terms to Know.173Review Questions.174Chapter 7Performing Pre-construction Services175The Evolution of Pre-construction Services.175Alternative Project Delivery Approaches.176What Are Pre-construction Services?.178When and How Do They Occur?.178Common Pre-construction Services.179Feasibility Studies.180Constructability Reviews.182Conceptual Estimating.185Value Engineering.189Life-cycle Cost Analysis.194Terms to Know.195Review Questions.196xi

xiiContentsChapter 8Estimating Project Costs197What Is an Estimate?.197The Characteristics of a Good Estimator.199Factors Impacting Project Cost.201Project Size.201Complexity of the Project.201The Site Location.203Time of Construction.204Quality of the Work.205Market Conditions.205Management Factors.206Types of Estimates.206Conceptual Estimates.206Preliminary Estimates.207Detailed Estimates.207Understanding Project Costs.208Direct Costs.208Indirect Costs.208The Estimating Process.209Getting Started.209How You Build the Estimate.212Organizing the Work of the Estimate.213Calculating Quantities.214Pricing the Work.218Obtaining Subcontractor and Vendor Bids.220Putting It All Together.224Taxes.226General Overhead.226Profit.227Completing the Estimate.227Applying Technology.228Remember, It’s All a Game.230Terms to Know.231Review Questions.231Chapter 9Contract Administration233Starting Off Right.233The Pre-construction Conference.234The Contract Administration Function.235Setting the Tone.236Who’s on First?.238Coordinating Construction Details.240Requests for Information (RFI).241Submittals.243The Information Flow.244

ContentsGetting Paid.245The Payment Request Process.246The Final Payment.251Schedule Issues.252A Stick or a Carrot?.252Making Changes.254The Change Order Process.254When Things Go Wrong.257Dispute Resolution.258It’s All About the Relationships.259Applying Technology.260Terms to Know.261Review Questions.261Chapter 10Construction Operations and Job Site Management263Building the Project.263Subcontractor Coordination.264Material and Equipment Deliveries.266Productivity.266Coordination with Local Agents.268Job Site Safety.268Quality Control.270Construction Impacts.270Noise Control.271Dust and Mud Control.272Environmental Protections.274Cleanup and Trash Removal.277There’s More to It Than Meets the Eye.279The Superintendent.279Setting Up the Field Office.280Organizing the Job Site.282Establishing Work Hours.286Documenting Construction Activity.288Project Meetings.288Logs, Diaries, and Daily Field Reports.289Labor Records.291Visual Records.291Correspondence.292Public Relations.293Owner Relations.293Employee Relations.294Subcontractor Relations.295Company Image and Publicity.296Signage.296Dealing with the Media.297Applying Technology.297xiii

xivContentsTerms to Know.298Review Questions.298Chapter 11Project Planning and Scheduling301It’s All About Time!.301Types of Schedules.302Gantt Charts.303Network Diagrams.304How We Use Schedules.305Building the Schedule.306The Planning Stage.306The Sequencing Stage.310The Scheduling Stage.312Communicating and Updating the Schedule.318Notifying Subcontractors.319Applying Technology.320Terms to Know.321Review Questions.321Chapter 12Monitoring Project Performance323The Project Control Cycle.323The Feedback Loop.325Factors Impacting Project Performance.326Tracking Quality, Cost, and Time.329Tracking Quality.330Tracking Project Cost.330Tracking Project Time.337Assessing Overall Project Status.342Documenting Project Performance.343Management Reports.343Evaluating Project Performance.344Applying Technology.345Terms to Know.346Review Questions.346Chapter 13Managing Quality and Safety347Attitude Is Everything.347Developing the Quality Management Plan.348Defining Quality.349Primary Objectives of the Plan.350The QA/QC Functions.353Quality Assurance.353Quality Control.355Safety as a Component of Quality.363The Safety Manager Role.363