Table of Contents
Contract Administration Guidelines (2021)
- Preface 18
- Introduction 29
- Pre-Design Phase 1017
- Project Management Plan/Construction Management Plan 1017
- Project Procedures Manual 1118
- Project Delivery 1219
- Management Information Systems 1926
- Sustainability Plan 2027
- Owner’s Project Requirement (OPR) Document 2128
- Conceptual Studies 2229
- Pre-Design Cost Investigation 2229
- Master Schedule 2330
- Milestone Schedule 2330
- Design Consultant Selection 2431
- Design Consultant Contract 2431
- Design Phase 2532
- Design Contract Administration and Coordination 2633
- Master Schedule 2734
- Design Phase Communication 2835
- Quality Management System (QMS) 2835
- Design Reviews 2936
- Sustainability Reviews 2936
- Construction Contract Specifications and Drawings 3037
- Technical Specification Reviews 3239
- Constructability Review 3340
- Commissioning Review 3441
- Value Engineering Review 3542
- Construction Contract Packaging 3542
- Construction Phase Budget 3845
- Pre-Bid Construction Phase Schedule 3845
- Additional Project-Specific Tasks 3946
- Procurement Phase 4047
- Develop Bidders List 4148
- Bidders Interest Campaign 4148
- Bidders Prequalification 4249
- Bid Advertisement 4249
- Bid Documents Distribution 4350
- Addenda 4350
- Pre-Bid Conference 4350
- Information to Bidders 4451
- Bid Opening and Evaluation 4451
- Procurement Options 4653
- Pre-Award Meeting 4754
- Notice to Proceed (NTP) 4754
- Schedule Maintenance 4855
- Cost Reporting 4855
- Construction Phase 4956
- Pre-Construction Conference/Meeting 5057
- Contract & Specification Requirements 5259
- Construction Management Plan 5259
- Partnering 5360
- Document of Existing Conditions 5360
- Owner-Furnished Items 5461
- Permits, Insurance, Labor Affidavits, and Bonds 5461
- Communication Procedures 5562
- Meetings 5562
- Documentation Procedures 5663
- Information Management 5966
- Quality 5966
- Field Reports 6168
- Safety 6269
- Change Management 6370
- Cost Control 6471
- Schedule Monitoring 6471
- Progress Payments 6673
- Status Reports 6774
- Entitlement Evaluation 6875
- Damages Assessment 6875
- Record Drawings 6976
- Punchlists 6976
- Commissioning (Cx) and Functional Performance Testing 7077
- Post-Construction Phase 7279
- Post-Construction Checklist and Schedule 7279
- Operation and Maintenance (O&M) Manuals 7380
- Operations Personnel Training 7481
- Spare Parts and Warranties 7481
- Final Permits 7481
- Sustainable Project Documentation 7582
- Acceptance, Performance Testing, and Commissioning 7582
- Beneficial Occupancy 7683
- Claims Resolution 7784
- Contractor Closeout and Final Payment 7784
- Closeout Report 7885
- Contractor Warranty Responsibilities 7885
- Post-Occupancy Review for Energy Performance Contracts 7885
- Project Closeout 8087
- Appendix A: CM Contract Administration Checklist 8188
- Appendix B: PMP/CMP/PPM 8491
- Appendix C: Contract Documents 8794
- Appendix D: Meeting Document Samples Checklist 9299
- Appendix E: Bid Documents 105112
- Appendix F: Project Tools 144151
- Project Team Role 144151
- RACI (Responsible, Accountable, Consulted, Informed) Sample 146153
- Document Log 149156
- Submittal Log 150157
- Design Schedule Sample 151158
- Construction Project Daily Report 152159
- Construction Project Daily Report 153160
- Meeting Minutes Template 154161
- Design Closeout File Retention Checklist 155162
- Closeout Delivery 156163
- Material Status Report 157164
- Follow-Up List 158165
- Change Order Log 159166
- Industry Abbreviations 160167
- Glossary 162169
- Index 169176