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Construction Management

G|PRO Green Professional Building Skills Training


COPYRIGHT

DISCLAIMER

Copyright © 2012 by Urban Green Council, U.S. Green Building Council New York. All rights reserved.

None of the parties involved in the funding or creation of the Course Manual, including Urban Green Council, its members, or its contractors, assume any liability or responsibility to the user or to any third parties for the accuracy, completeness, or use of or reliance on any information contained in the Course Manual, or for any injuries, losses, or damages (including, without limitation, equitable relief arising from such use or reliance). Although the information contained in the Course Manual is believed to be reliable and accurate, all materials set forth within are provided without warranties of any kind, either express or implied, including but not limited to warranties of the accuracy or completeness of information contained in the training or the suitability of the information for any particular purpose.

Urban Green Council devoted a significant amount of time and resources to create this GPRO® Course Manual for Construction Management, v1.7. Urban Green authorizes individual use of the Course Manual. In exchange for this authorization, the user agrees: đƫ to retain all copyright and other proprietary notices contained in the Course Manual đƫ not to sell or modify the Course Manual đƫ not to reproduce, display, or distribute the Course Manual in any way for any public or commercial purpose, including display on a Web site or in a networked environment. Unauthorized use of the Course Manual violates copyright, trademark, and other laws and is prohibited. The text of the federal and state codes, regulations, voluntary standards, etc., reproduced in the Course Manual is used under license to Urban Green Council or, in some instances, in the public domain. All other text, graphics, layout, and other elements of content in the Course Manual are owned by Urban Green Council and are protected by copyright under both United States and foreign laws.

As a condition of use, the user covenants not to sue and agrees to waive and release the Urban Green Council, its members, and its contractors from any and all claims, demands, and causes of action for any injuries, losses, or damages (including without limitation, equitable relief) that the user may now or hereafter have a right to assert against such parties as a result of the use of, or reliance on, the Course Manual. Urban Green Council U.S. Green Building Council New York 40 Fulton Street, Suite 802 New York, NY 10038

TRADEMARK GPRO® is a registered trademark of Urban Green Council.


This initiative was made possible by the generous support of the Merck Family Fund and the New York Community Trust.

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FOREWORD What is Urban Green Council?

Urban Green Council is the New York Chapter of the U.S. Green Building Council (USGBC). Urban Green’s mission is to lead the advancement of sustainability in the urban built environment through education, advocacy, collaboration, and research. Our vision is to see cities that coexist in harmony with their natural environment and contribute to the health and well-being of all. A nonprofit organization established in 2002, Urban Green is supported by contributions from members and sponsors, as well as foundation grants. Our focus is on New York City, and Rockland and Westchester counties. Supported by our in-house experts and a dedicated network of volunteers, our efforts are transforming the metropolitan area and creating models that can be replicated elsewhere.

What is GPRO?

Urban Green Council developed GPRO: Green Professional Building Skills Training, in partnership with the Building Construction Trades Council (BCTC), the Building Trades Employers’ Association (BTEA), and the Consortium for Worker Education (CWE). Produced with more than 100 volunteers from local unions, contractors, and design professionals, along with the City University of New York (CUNY) and the USGBC Upstate New York Chapter, this comprehensive, national training program is designed to respond to the building industry’s unique needs. It consists of a series of courses and certificate exams that teach the people who build, renovate, and maintain buildings the principles of sustainability combined with tradespecific green construction knowledge. Skilled workers will be positioned to work in accordance with new regulations and to meet the expectations of owners and tenants who want healthier, environmentally sustainable, and energy-efficient homes and offices.

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The courses include a prerequisite, Fundamentals of Building Green, and a set of trade-specific courses. Currently, those tradespecific courses consist of Construction Management, Operations and Maintenance Essentials, Electrical Systems, Plumbing, and Mechanical-HVAC. Additional courses will be forthcoming. Applicants will receive a GPRO Certificate from Urban Green Council by passing an exam in their area of expertise. This certificate demonstrates that an individual understands green building as it applies to his or her trade and enhances that person’s ability to compete for and participate in green jobs.

Who should take this course?

The GPRO training program is designed for experienced building professionals who seek to integrate green practices into the core knowledge of their trade. As such, the program materials and exam cover the “green gap” between standard trade skills and the new knowledge, awareness, and skills required to successfully implement green building. To successfully participate in the Construction Management course and pass the certificate exam, individuals should have construction experience such as: CM or GC Site Superintendent, Project Manager, Executive Project Manager, Project Engineer/Clerk, Sustainability Manager, experienced tradesperson, tradesperson with site supervision or management responsibility, Facilities Manager or Building Owner, owner’s representative or Project Manager, Project Architect, Professional Engineer, or Commissioning Agent.

Urban Green Council Contact Information: Urban Green Council U.S. Green Building Council New York

www.gpro.org gpro@urbangreencouncil.org

40 Fulton Street, Suite 802 New York, New York 10038 (212) 514-9385 www.urbangreencouncil.org

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CONTENTS 1:

Introduction

1

Construction Management and Green Building

2

What is Green Building? Applying Best Practices and Leadership 2:

Pre-Con Services: Sustainability Planning in the Design Phase

5

Establishing the Sustainability Team Defining the Sustainability Goals Schematic Design Phase Financial Evaluation of Sustainability Measures Analyzing Sustainability Incentives 3:

Sustainability Management Plan

12

The Sustainability Management Plan (SMP) Responding to an Owner’s RFP 4:

Trade Bid and Award: Incorporating Sustainability Strategies

16

Creating a Bid List with Green-Qualified Contractors Developing Bid Documents to Support Sustainability Goals Vetting Bids to Ensure Sustainability Scope is Covered 5:

Mobilization

19

#$1. $ Construction Activity Pollution Prevention (CAPP) 2. $Construction Waste Management (CWM) 3. $Construction Indoor Air Quality (CIAQ) 4. Commissioning (Cx) 6:

Preparing Your Trades—Project Goals and Requirements

24

Sustainability Training Issues Across Trades Issues Relevant to All Trades Issues Relevant to Specific Trades

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CONTENTS

7:

Shop Drawings and Submittals

32

Submittal Process Overview Special Issues for the CM/GC to Require, Track, and Document 8:

Rough-in, Finishes and Fit-out

34

Primary Job Management: Rough-In Primary Job Management: Finishes & Fit-Out Work 9:

Commissioning and Close-Out

37

Commissioning Formal Project Close-Out Process 10:

Measurement and Verification

43

Measurement and Verification Post-Occupancy Review and Assessment Conclusion

51

Photo and Figure Source Credits

52

Glossary

53

Thank You

58

Classroom Exercises

60

Case Study: Fort Hamilton Historic Society Maritime Museum #$1. $ Summary Owner’s Project Requirements (OPR) 2. $Sustainability Goals & LEED Credit Worksheet 3. $Sustainability Management Plan

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i.1: Riverhouse (New York): LEED Gold residential building uses triple-glazed windows for lower heating loads and ground source heat pumps to meet them efficiently.

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INTRODUCTION Welcome to Urban Green Council’s GPRO Construction Management course. As highlighted in Fundamentals of Building Green, managing a green project requires substantial knowledge of both the green building process and the compliance and documentation requirements of LEED. This green knowledge base must be integrated with a solid grasp of standard CM best practices to achieve a well-run and successful project for your company and the building owner. This course focuses on the knowledge that building professionals need when performing a variety of management roles, including construction managers and general contractors (abbreviated in this manual as CM/GC), project executives, project managers, superintendents, subcontractors, and owners’ representatives. The nature of the course material presumes you have substantial experience in conventional construction project management and consequently addresses only the “green gap,” or the information you must know in addition to good management practices to successfully undertake a green project. Upon completion of this course, you will: đƫ Be able to define “green building” and explain

how building systems and practices are integrated in the design, construction, and project management processes.

đƫ Be familiar with key implementation issues and

documentation requirements that are unique to green and LEED construction at each stage of a building project.

đƫ Know your role and that of other members in a

project’s Sustainability Team.

đƫ Be able to ensure that your company’s preparation

for green projects considers the cost and schedule impacts of construction processes and documentation.

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đƫ Be able to create, use, and monitor a

comprehensive Sustainability Management Plan (SMP) and Quality Control Plan (QCP) to identify, track, and ensure that green project elements are implemented in the field.

đƫ Understand and be prepared to communicate

sustainable construction processes to subcontractors and trades.

đƫ Be able to participate in the commissioning

process and work with the commissioning agent to verify that building systems conform to the Owner’s Project Requirements (OPR).

đƫ Understand measurement and verification (M&V)

processes and procedures.

đƫ Be familiar with the post-occupancy review and

assessment process.

Your instructor will lead you through a variety of presentations and interactive classroom exercises grounded in a fictional building project case study. You will develop your own SMP, which can serve as a model for your real-world projects, and clarify how the various project team roles work together on successful green projects. You will also have an opportunity to use LEED-required verification and documentation forms. At the end of this manual, we provide a glossary to help you understand important definitions and abbreviations. Words listed in bold italics can be found in the glossary. The multiple-choice certificate exam will ensure your grasp of the objectives listed above, while drawing on content from both this course and the Fundamentals course. To prepare, we recommend studying both manuals and reviewing all of the “Test Yourself” questions at the end of each chapter. Urban Green Council would like to thank you for making this commitment to advancing the construction management industry’s capacity to build green. Your participation increases the membership of the growing community of green builders. Together, we will have a significant impact on protecting the environment and creating a healthier, more sustainable world for all.

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1

CONSTRUCTION MANAGEMENT AND GREEN BUILDING

WHAT IS GREEN BUILDING? Today’s construction industry is undergoing a dramatic shift to adopt sustainable building technologies and work practices. This is a positive response to the growing global problems of natural resource depletion, environmental pollution, and problematic land development patterns. Through the efficient use of resources such as energy, water, and raw materials, sustainable building improves the way buildings affect human health and the environment. Increasingly, builders are applying these new technologies and work practices in building designs, specifications, and on worksites. As a CM/GC, successfully meeting a project’s sustainability goals requires you to be familiar with many new concepts and terms. One of these is the fundamental concept of the whole-building approach. This refers to how buildings are designed and constructed, as well as the way they operate. It means that all the

building’s finished components and systems are interconnected; that is, working together and interacting at all times. It also highlights the fact that the construction process is not separate from the finished building. One example of the whole-building approach is in the use of low volatile organic compound (VOC) finishes. In this case, less ventilation is required during construction to protect workers from inhaling toxic fumes, and when the building is finished, fewer pollutants are present to affect occupant health. Likewise, as shown in Figure 1.1, continuous high R-value wall insulation minimizes heating and cooling loads, which in turn allows for the use of smaller heating and cooling systems. In both of these examples, you can see the cause and effect relationship between product or design choices, construction process or cost, and subsequent building performance. Viewing the green building as an integration of activities and functions provides a key conceptual framework for guiding sustainable construction. In addition, the Leadership in Energy and Environmental Design (LEED)

building certification program establishes a comprehensive system for understanding sustainability in building. Although not all sustainable projects seek LEED certification, its credit categories provide a thorough system of guidance. These categories are: đƫ Sustainable Sites đƫ Water Efficiency đƫ Energy & Atmosphere đƫ Materials & Resources đƫ Indoor Environmental Quality đƫ Innovation in Design

Included in these categories are not only the visible sustainable elements such as those shown in Figure 1.1, but also critical unseen construction process measures. These include elements such as construction waste management (CWM), construction indoor air quality (CIAQ), site disturbances, erosion control, and ensuring optimal building mechanical system performance through commissioning (Cx).

APPLYING BEST PRACTICES AND LEADERSHIP A green building is designed and constructed to minimize adverse environmental impacts and to reduce energy consumption, while contributing to the health and productivity of its occupants. A key component is considering the building’s impacts and performance over its entire life.

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Green building includes many new technologies and improved construction practices. Successful green construction management requires not only following existing best practices, but also understanding and incorporating the green elements discussed throughout

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1: CONSTRUCTION MANAGEMENT AND GREEN BUILDING

A

Photovoltaic Panels Provide renewable solar electricity

B

Rain Water Harvest Uses water for toilets + garden

C

White Roof or Green Roof Reduces urban heat island effect Sun Control Devices Reduce solar heat gain in summer, direct daylight into room to lower lighting loads

D

A E

C B

F G

D

F

E

H

G

I J

J

K L

H K

I

M

L

N O

M

O

N

P

P Q

Q

R

R S

P

Condensing Boiler Reduces energy use for heat + hot water supply Heat Recovery Ventilation or Controlled Exhaust Ventilation Reduces energy use Cogeneration Uses both heat + electric power from local generator High Performance Windows Increase comfort + save energy FSC Wood Flooring Supports sustainable forestry High Efficiency Lighting and Occupancy + Daylighting Controls Reduces energy use, improves indoor environment Low Water/Dual-Flush Toilet Reduces water use Continuous High R-value Insulation Increases comfort + saves energy Recycled Ceiling Tiles Reduce resource use ENERGY STAR Appliances Reduce electrical + water use Low VOC Green Cleaning Products Improve indoor air quality Meters + Submeters Increase awareness of energy + water use Recycling Reduces resource use Alternative Transportation Reduces energy use Greywater System Recycles water to toilets + garden

POTABLE WATER

S

BLACK WATER

1.1: The “whole-building” approach takes into account all the complex interactions between various building systems.

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CM/GC’s Activities Relating to Sustainability Pre-Con

Assist Design team with technical and estimating experience Develop Sustainability Management Plan (SMP) and Quality Control Plan (QCP)

Bid & Award + Mobilization

Vet Bids for subcontractor compliance Ensure Construction team understands green plans and issues

Shops & Construction

Confirm Subs comply with green specs & practices and provide LEED docs

Cx & Close-Out

Coordinate Cx activities Provide Final required documentation

Enforce Quality Control Plan (QCP)

PostOccupancy

Participate in PostOccupancy Review and Assessment Understand Measurement and Verification (M&V)

1.2: The sustainability related construction activities that a CM/GC must perform are listed in this figure on a phase by phase basis. These will be described in detail in later chapters.

this manual. Your leadership and coordination roles are critical. Green building involves additional layers of documentation, and a greater need for coordination among all members of the construction team. In addition, before beginning construction, you may have to help owners understand and negotiate the trade-offs among the many interrelated sustainable measures available to a project. Once construction documents (CDs) are complete, the CM/GC must proceed to build as green as possible in a manner consistent with those documents and the OPR. In this course, we will address each of these requirements and issues in greater detail as we proceed through the construction phases from pre-con to close-out.

1 TEST YOURSELF: 1. How does the sustainability concept of integration

affect the construction process and the CM/GC’s role?

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Sample Chapter: GPRO Construction Management  

GPRO Construction Management fills the “green gap” for individuals with construction experience such as: CM or GC Site Superintendent, Proje...

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