CCM EXAM STUDY GUIDE – HPM
QUESTIONS & DETAILED CORRECT
ANSWERS 100%
What Is a pre-solicitation notice?
The pre-solicitation notice helps government agencies determine if there are qualified
vendors to perform the work scope. It provides a "heads up" that the solicitation will be
released and solicits capability responses from responsible vendors. The pre-solicitation
notice also helps the government determine if the requirement can be set-aside for a
small business if capable small businesses respond. The pre-solicitation notice is
valuable to a contractor for the same reason and it also provides the contracting office
with information on the company if they have never done business with them before.
The pre-solicitation notice serves its purpose. However, it would help first-time contract
bidders if information regarding the purpose of the solicitation such as; is there an
existing requirement, if so, who is the incumbent, what are the differences in work scope
(if any), and overall budget for the project term.
The proposal process includes three very important elements:
1. Technical/Management Approach - companies must be able to perform the
requirements in the Statement of Work, as well as describe how they plan to do so.
Sales brochures or cookie cutter company descriptions will not work. A business owner
should be prepared to write to the requirements and respond with a strong technical
volume. Offer what they want, not want you think they want or need.
2. Past Performance - companies should include strong references of relevant past
performance.
3. Price - Competitive pricing is expected, as long as it's not so low or high that it is
determined that the contractor does not understand the requirements.
What is the least preferred contract type?
Time-and-materials and labor-hour (T&M/LH) contracts. Typically used w/ Government
work.
ADR
Alternative Dispute Resolution - the process to resolve disputes.
Relation to the Owner/ CM agreement
Out of court typ.
,Project Cost Report
(CA)
At-Risk CM produces project cost report tracking true subs amount compared to
guaranteed max. price.
Bid Opening/ Evals
- At Risk CM opens/ evaluates/ summarizes all subcontractor & vendor bids.
- Recommendations in writing to owner w/ bid docs.
Pre-Design Phase
(3 Goals in CA)
1. Develop/ Processes & Procedures, Admin Contracts - All phases.
2. Develop process design consultant selection
3. Develop communication Procedures
(Owner > Design Team . GC)
Beneficial Occupancy
- Stage building can be occupied prior to substantial completion.
- TCO typ.
Design-Bid-Build (DBB)
(Traditional Approach)
- Most Common Project Delivery Method.
- Delivery Method: Single or Multi-Prime
- CM Type: Agency
- Applicability: All chapters/ sections
- Comment: If single prime contract used some coordination w/ not be applicable
- GC Selection through low bid process. Not earlier phases in project design
- Gov. Agencies/ Public use
Multi-Prime Contracting
(Multi-Prime)
- Variation of design-bid-build
- Utilized multiple contractors to construct project
- general prime contractor & procure specialty trades GC
(Struct/ MEP/ etc.)
Construction Management - At- Risk
(CM- at- Risk)
- Other references - CM/ Independent Contractor
CM/ GC or CM guarantee Max Price
(GMP)
,- Delivery Method: CM-at-Risk
- CM Type: at-Risk
- Applicability: All chapters/ sections
- Comment: CM additional responsibilities admin bond, mng safety, direct oversight
work, other typ. GC responsibilities.
- Cost control/ final approvals - May req. owner or by CM /Designer/ Owner's staff
Design-Build
(D-B)
- Desirable owners - single point contact
- Less disputes/ reduce risk
- Draw back - Req. Owner upfront/ can slow process/ incure additional cost.
- Delivery Method: Design Build
- CM Type: Agency
- Applicability: All chapters/ MOST sections
- Comment: Many sections not applicable (D-B) will hold primary responsibility for
performance.
- Recently gaining popularity in method.
Integrated Project Delivery (IPD)
- Newest Method - USA
- Delivery Method: Integrated Project Delivery
- CM Type: Agency or at-Risk
- Applicability: All chapters/ sections
- Comment: Collaborative team structure for a project's optimization
- Shared Risk/ responsibility/ liability
Guarantee Max Price
(GMP)
- also known as GMP, not-to-exceed price, NTE, or NTX)
- contract is a cost-type contract - also known as an open-book contract
- GC is compensated for actual costs incurred plus a fixed fee subject to a ceiling price.
, - GC is responsible for cost overruns, unless the GMP has been increased via formal
change order (only as a result of additional scope from the client, not price overruns,
errors, or omissions).
- Savings resulting from cost underruns are returned to the owner.
- Different from a fixed-price contract (also known as stipulated price contract or lump-
sum contract) where cost savings are typically retained by the contractor and essentially
become additional profits.[
Project Management Plan
(PMP)
- CM responsible (Cost/ Time)
- CM leads defining project req.
- Outlines strategies for project
- Updates throughout project cycle
- Need owners approval (PMP) before proceed
- Typ. Est. scope, budget, schedule, environmental conditions, basic system used.
- Scope defined typ. - CD's/ Narrative/ Performance Parameters/ Budget
Design Phase
- Design professional has total responsibility for design implementation execution
- Owner/ CM decision - making responsibilities
Design Phase
5 C's of Design Doc' Review
1. Clarity
2. Completeness
3. Constructability
4. Compliance (w/ owner's program)
5. Coordination (Among Trades/ GC)
Constructability Review
(CM Responsibility Typ.)
Focus
- Phasing
- Logistics
- Avoidance cnstr. conflicts
CM Meetings
- Min. Conducted End Design Phase
- Team Review prior to Bid Package Release
- Review Budget
QUESTIONS & DETAILED CORRECT
ANSWERS 100%
What Is a pre-solicitation notice?
The pre-solicitation notice helps government agencies determine if there are qualified
vendors to perform the work scope. It provides a "heads up" that the solicitation will be
released and solicits capability responses from responsible vendors. The pre-solicitation
notice also helps the government determine if the requirement can be set-aside for a
small business if capable small businesses respond. The pre-solicitation notice is
valuable to a contractor for the same reason and it also provides the contracting office
with information on the company if they have never done business with them before.
The pre-solicitation notice serves its purpose. However, it would help first-time contract
bidders if information regarding the purpose of the solicitation such as; is there an
existing requirement, if so, who is the incumbent, what are the differences in work scope
(if any), and overall budget for the project term.
The proposal process includes three very important elements:
1. Technical/Management Approach - companies must be able to perform the
requirements in the Statement of Work, as well as describe how they plan to do so.
Sales brochures or cookie cutter company descriptions will not work. A business owner
should be prepared to write to the requirements and respond with a strong technical
volume. Offer what they want, not want you think they want or need.
2. Past Performance - companies should include strong references of relevant past
performance.
3. Price - Competitive pricing is expected, as long as it's not so low or high that it is
determined that the contractor does not understand the requirements.
What is the least preferred contract type?
Time-and-materials and labor-hour (T&M/LH) contracts. Typically used w/ Government
work.
ADR
Alternative Dispute Resolution - the process to resolve disputes.
Relation to the Owner/ CM agreement
Out of court typ.
,Project Cost Report
(CA)
At-Risk CM produces project cost report tracking true subs amount compared to
guaranteed max. price.
Bid Opening/ Evals
- At Risk CM opens/ evaluates/ summarizes all subcontractor & vendor bids.
- Recommendations in writing to owner w/ bid docs.
Pre-Design Phase
(3 Goals in CA)
1. Develop/ Processes & Procedures, Admin Contracts - All phases.
2. Develop process design consultant selection
3. Develop communication Procedures
(Owner > Design Team . GC)
Beneficial Occupancy
- Stage building can be occupied prior to substantial completion.
- TCO typ.
Design-Bid-Build (DBB)
(Traditional Approach)
- Most Common Project Delivery Method.
- Delivery Method: Single or Multi-Prime
- CM Type: Agency
- Applicability: All chapters/ sections
- Comment: If single prime contract used some coordination w/ not be applicable
- GC Selection through low bid process. Not earlier phases in project design
- Gov. Agencies/ Public use
Multi-Prime Contracting
(Multi-Prime)
- Variation of design-bid-build
- Utilized multiple contractors to construct project
- general prime contractor & procure specialty trades GC
(Struct/ MEP/ etc.)
Construction Management - At- Risk
(CM- at- Risk)
- Other references - CM/ Independent Contractor
CM/ GC or CM guarantee Max Price
(GMP)
,- Delivery Method: CM-at-Risk
- CM Type: at-Risk
- Applicability: All chapters/ sections
- Comment: CM additional responsibilities admin bond, mng safety, direct oversight
work, other typ. GC responsibilities.
- Cost control/ final approvals - May req. owner or by CM /Designer/ Owner's staff
Design-Build
(D-B)
- Desirable owners - single point contact
- Less disputes/ reduce risk
- Draw back - Req. Owner upfront/ can slow process/ incure additional cost.
- Delivery Method: Design Build
- CM Type: Agency
- Applicability: All chapters/ MOST sections
- Comment: Many sections not applicable (D-B) will hold primary responsibility for
performance.
- Recently gaining popularity in method.
Integrated Project Delivery (IPD)
- Newest Method - USA
- Delivery Method: Integrated Project Delivery
- CM Type: Agency or at-Risk
- Applicability: All chapters/ sections
- Comment: Collaborative team structure for a project's optimization
- Shared Risk/ responsibility/ liability
Guarantee Max Price
(GMP)
- also known as GMP, not-to-exceed price, NTE, or NTX)
- contract is a cost-type contract - also known as an open-book contract
- GC is compensated for actual costs incurred plus a fixed fee subject to a ceiling price.
, - GC is responsible for cost overruns, unless the GMP has been increased via formal
change order (only as a result of additional scope from the client, not price overruns,
errors, or omissions).
- Savings resulting from cost underruns are returned to the owner.
- Different from a fixed-price contract (also known as stipulated price contract or lump-
sum contract) where cost savings are typically retained by the contractor and essentially
become additional profits.[
Project Management Plan
(PMP)
- CM responsible (Cost/ Time)
- CM leads defining project req.
- Outlines strategies for project
- Updates throughout project cycle
- Need owners approval (PMP) before proceed
- Typ. Est. scope, budget, schedule, environmental conditions, basic system used.
- Scope defined typ. - CD's/ Narrative/ Performance Parameters/ Budget
Design Phase
- Design professional has total responsibility for design implementation execution
- Owner/ CM decision - making responsibilities
Design Phase
5 C's of Design Doc' Review
1. Clarity
2. Completeness
3. Constructability
4. Compliance (w/ owner's program)
5. Coordination (Among Trades/ GC)
Constructability Review
(CM Responsibility Typ.)
Focus
- Phasing
- Logistics
- Avoidance cnstr. conflicts
CM Meetings
- Min. Conducted End Design Phase
- Team Review prior to Bid Package Release
- Review Budget
