Implementation tips for owner rep's and construction management (CM) firms
Business Scenario
- Building owner takes on risk of managing project and all contracts
- CM Firm acts as the 'eyes and ears' for the owner
- Each project team member (ie. architect, CM firm, subs etc.) will have a separate contract with the owner
- Owner has max budgets for each phase or scope of work
1. Contact Management implementation plan
Make sure all firms involved on the project are added in the Contact Management module.
Example Firms:
- Building Owner (Client)
- Architect
- CM Firm
- Consultants
- General Contractor
- Suppliers
- Subcontractors
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2. Project implementation plan
Create the Project.
Example Project:
- Project # HBTownCtr
- Project Title: Huntington Beach Town Center
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3. Project directory implementation plan
The following companies should be added to the Project Directory.
- Building Owner (Client)
- Architect
- CM Firm
- Consultants
- General Contractor
- Suppliers
- Subcontractors
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4. Implementation plan for job cost code structure, contracts, and budgets
The spreadsheet listed below provides various ways to set up contracts and budgets from a CM perspective including pros/cons of each option.
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