Standards of Practice Course QUALITY MANAGEMENT. Quality Management © Construction Management Association of America. Do Not Duplicate or Reproduce. AGENDA:

QUALITY MANAGEMENT

© Construction Management Association of America. Do Not Duplicate or Reproduce.

AGENDA:

1) Terms and Definitions

2) Project Implementation Tools

3) The Quality Management Plan

4) Quality Management by Phase


1) TERMS AND DEFINITIONS


Quality - Can be subjective Quality Control - Contractors responsibility Quality Assurance - CM’s responsibility Quality Management - Encompasses all

aspects of quality Quality Management Plan – a team

responsibility


The degree to which the project and its components meet the Owner’s expectations, objectives, standards, and intended

purpose.

Quality is determined by measuring conformity of the project to the plans, specifications, and applicable standards.

In construction, quality can be dependent on the skills and abilities of the person performing the work

This is a fair and reasonable definition…

However: - Is it current with today’s Owners’ expectations? - Is giving the Owner what they “specified” necessarily

going to satisfy their expectations? - Is complying with the plans and specs going to get

your firm a good recommendation?

The fundamental question for the CM may be: “Is compliance with the contract

documents enough?”


If the Owner’s expectations change during construction we must:

- Be very, very close to the Owner- Be able and willing to evaluate Owner-desired

changes quickly and accurately- Have agreement with the contractor that making such

“quality” changes is a good thing - Be able to process such changes effectively


The process of planning, organizing, implementing, monitoring, and

documenting a system of management practices that coordinate and direct

relevant project resources and activities to achieve quality in an efficient, reliable, and

consistent manner


The continuous review, certification, inspection, and testing of project

components, including person, systems, services, materials, documents,

techniques, and workmanship to determine whether or not such components conform

to the plans, specifications, applicable standards, and project requirements


The CM should:Review the contractor’s QC plan Review the contractor’s QC practicesReview the contractor’s QC compliance Evaluate the quality of the workCommunicate findings with the team


The application of planned and systematic reviews which demonstrate that quality control practices are being

effectively implemented

A structured process for continuous improvement whereby long-range goals are established at the

highest levels of an organization and the means to reach those goals are defined

It is very important for the CM to establish expectations that are clear, consistent, and

understood by everyone from the start.


A project specific, written plan, prepared for certain projects which reflects the general methodology to be

implemented by the CM during the course of the project – to enhance the Owner’s control of time, cost, and quality

through a process-oriented approach to the various management tasks for the program

- Understanding of roles- Control time, cost, and quality- Should be done early in the project



2) PROJECT IMPLEMENTATION TOOLS

Some of the Project Implementation Tools are: Construction Management Plan Project Procedures Manual Management Information System Quality Management Plan


Acceptance procedures

Bid packaging

Procurement strategy

Explanation of rolls, responsibilities, and

authority of team members

Daily field reports

Document control

Applicable codes and standards

Emergencies

Claims avoidance

Communications protocol

Progress payment procedures

Environmental considerations

Archeological considerations

Constructability reviews

Change order control

Commissioning

Master schedule and milestones

Periodic construction executive reports

Project budget

Work breakdown structure

Permitting

Project description

Project organization chart

Public relations

Contractor interest campaign

Quality management approach

Project document reference

Safety considerations

Testing guidance

Final acceptance


Construction Management Plan:

Project Procedures Manual: Correspondence - formats and flow diagramsChange order control - solicitation, format, detailMethodology to review and approve change ordersMethodology to review and approve progress payments, including stored materialsUpdates of anticipated project cost Project schedule - development, approval process, revisions, updating, and reporting.Safety program - roles, responsibilities, forms, etc.


Management Information System: Addresses team information needs Sources of information and data Reporting levels and frequency Provides a basis for managing project information:

Type Format Distribution Frequency Record retention policy



3) THE QUALITY MANAGEMENT PLAN

A project specific, written plan, prepared for certain projects which reflects the general methodology to be

implemented by the CM during the course of the project – to enhance the Owner’s control of time, cost, and quality

through a process-oriented approach to the various management tasks for the program


Getting an effective buy-in to quality is tough! Who is on the team vs. who should be on it Everyone needs to understand quality The QM Team includes:

- A representative from every element of the project team- An Owner’s rep who really understands the concept of

quality and the process - A contractor’s rep who really understands the concept of

quality and the process - The contractor’s quality audit rep who really understands

the concept of quality and the process


Overall project organization

Quality management approach

Project QA/QC organization

QA/QC representatives

Management decision flow chart

Formats for the various elements of the CM’s services:

meeting minutes daily field reports requests for information shop drawing logs proposed change orders payment applications time extensions etc.

Periodic team performance scorecards / ratings

Project quality audit forms

Detailed checklist of audit plans

Review and approval of schedules and updates

Review and approval of change order costs

Review and approval of scope of work changes

Detailed quality assurance checklists for each component of the work

Punch list and final acceptance

Commissioning plan and procedures



4) QUALITY MANAGEMENT BY PHASE

Five project phases - per CMAA: 1.Pre-Design2.Design3.Procurement4.Construction 5.Post-Construction


Pre-Design Phase: Clarifying owner’s objectives and concerns Scope of CM services – CM Agreement Selection of design team Project implementation tools

Construction Management Plan Quality Management Plan Project Procedures Manual Management Information System (MIS)

Pre-Design Conference


Design Phase: Initial design meeting Partnering Design procedures Document control Owner / User reviews Review of design submittals Changes in scope or criteria during design Owner authorizations and approvals Quality management system and specifications Quality audits


Design Phase - continued: Project estimates and value engineering studies Constructibility / design reviews Project plan, schedule, and milestones Construction inspection and testing requirements Public relations Public funding Project review meetings and reports Commissioning requirements Warranties and project close out Non-conforming and corrective work


Objectives: 1) Improve quality and 2) reduce changes

Coordination review of design and specs Operating review of design and specs Maintainability review of design and specs Specification review with respect to quality goals set or approved by the Owner Back-check for inclusion of previous design review comments


Procurement Phase: Permits Bidder interest campaign Procurement planning Advertisement and solicitation of bids Select bidders list Instruction to bidders Pre-bid conference Proposal document protocol and bid opening Pre-award conference Contract award


Retainage as a quality tool Format for authorizing extra work Partial payments Withholding payment


Construction Phase: Contractor QA/QC control Preconstruction conference Pre-installation conferences Partnering Construction planning and scheduling Inspection and testing Control of testing and measuring equipment Reports and record keeping Changes in the work Document control and distribution


Construction Phase - continued: Non-conforming and corrective work Quality audits Job meetings Progress payments Project documentation Final reviews Punch lists Public relations Special process control


Construction Phase - continued: Dispute resolution Release of retainage Liquidated damages Occupancy permits Substantial completion Beneficial occupancy Final acceptance Record drawings O & M manuals and operational training


Evaluating QC and inspection personnel and companies:

- Do they comply with the spec requirements?- Are they properly licensed / bonded / insured?

- Professional credentials? - Reputation?- Compatibility of individuals with

rest of the QA / QC team?


Evaluating effectiveness of contractor’s QA / QC plan

- Does it comply with the contract document requirements?

- Are communications and liens of authority clear and

effective?- Can you get agreement to review

the plan’s effectiveness on a routine basis? - Is the plan realistic?

- Is it staffed adequately?


Evaluating materials testing processes and procedures

- Do they comply with the requirements in the contract documents?

- Is contractor amenable to corrective actions? - Are they reasonable and realistic?

- Are communications effective?- Is the staff trained?


Post Construction Phase: Disposition of project record and documents Recommendations on any outstanding items QM assessment with owner Final report and recommendations Warranty follow-up and management


A real QA issue Various methods available Propose and agree upon the process early, but most importantly… Establish the mind-set about the desired / expected quality of the work


QUESTIONS?

Documents

Standards of Practice Course QUALITY MANAGEMENT. Quality Management © Construction Management Association of America. Do Not Duplicate or Reproduce. AGENDA: