What is the CMa Family of documents?
Construction Management, as a delivery model, has been steadily growing in popularity because it enables greater collaboration earlier on in a project than the traditional design-bid-build method. In the Construction Manager as Adviser documents, the Construction Manager Adviser (CMa) provides early preconstruction phase collaboration, serving as a third-party adviser to the owner and providing recommendations on major aspects of the project development. The CMa also provides services such as cost estimating and scheduling. In the construction phase, the CMa provides contract administration services jointly with the architect. The CMa documents have been developed to be used in complex projects where there is more than one prime contractor, although they can be used if there is only one contractor.
Documents included in the 2019 CMa Family
The 2019 Construction Manager as Adviser family includes the following documents:
A132™–2019, Standard Form of Agreement Between Owner and Contractor, Construction Manager as Adviser Edition
A232™–2019, General Conditions of the Contract for Construction, Construction Manager as Adviser Edition
B132™–2019, Standard Form of Agreement Between Owner and Architect, Construction Manager as Adviser Edition
C132™–2019, Standard Form of Agreement Between Owner and Construction Manager as Adviser
E235™-2019, Sustainable Projects Exhibit, Construction Manager as Adviser Edition
G731™–2019, Change Order, Construction Manager as Adviser Edition
G732™–2019, Application and Certificate for Payment, Construction Manager as Adviser Edition
G733™–2019, Construction Change Directive, Construction Manager as Adviser Edition
G734™–2019, Certificate of Substantial Completion, Construction Manager as Adviser Edition
Differences between CMc and CMa families
In the Construction Manager as Constructor (CMc) family, the CMc is brought on in the preconstruction phase to provide collaboration and input from the beginning of the Project. The CMc then also provides the construction of the Work. In the Construction Manager as Adviser (CMa) family, the CMa provides preconstruction phase collaboration but the CMa does not provide the construction. The CMa documents are intended to be used on Projects where more than one prime contractor is used, although they can be used if there is only one contractor. The CMa provides coordination of the contractors and other services in the construction phase.
Differences between 2009 and 2019 CMa Documents
Input from representatives of the CMAA and other industry stakeholders was sought in updating these documents. Revisions to these documents include expansion of the CMa’s scope to include more review and analysis, in addition to coordination and management. The CMa is also obligated to work collaboratively with the owner and architect to establish BIM and digital data protocols, and the CMa is the designated project participant responsible for managing and maintaining a centralized electronic document management system. Clarification of the concept of Substantial Completion was made throughout the documents. Where there is more than one contractor, there is one Substantial Completion date for the Project. However, each individual Owner/Contractor agreement (A132) may also specify a date by which the Work of that Contractor will be “substantially complete.” There is one Certificate of Substantial Completion that is issued for the Project.
Revisions to 2019 Owner/CMa Agreements
The Owner/Construction Manager as Adviser Agreement is C132–2019, Standard Form of Agreement Between Owner and Construction Manager as Adviser. Revisions to C132 include expansion of the CMa’s scope to include more review and analysis, in addition to coordination and management. The CMa is also obligated to work collaboratively with the owner and architect to establish BIM and digital data protocols, and the CMa is the designated project participant responsible for managing and maintaining a centralized electronic document management system. Other revisions that are consistent with those made in the 2017 A201 family owner/architect agreements were also made in C132.
About the 2019 Insurance and Bonds Exhibit, CMa Edition
The new Insurance and Bonds Exhibit for A132-2019 follows the insurance and bonds exhibit developed for the 2017 A201 family owner/contractor agreements. The exhibit lists insurance coverages that are required to be carried by the owner and the contractor. It also contains sections with checkboxes for selection of optional insurance coverages. The exhibit also allows specification of the requirements for performance and payment bonds.
Revisions to 2019 Owner/Architect Agreements, CMa Edition
The owner/architect agreement for CMa is B132–2019, Standard Form of Agreement Between Owner and Architect, Construction Manager as Adviser Edition. B132 was updated to incorporate revisions made in the 2017 Owner/Architect agreements in the A201 family. Provisions requiring establishment of digital data and BIM protocols have been added, as well as a fill point for an owner’s sustainable objective to be included in the Initial Information. A distinction has been made between Supplemental and Additional Services. A new option for negotiated termination and licensing fees is also included. Other revisions were made to be consistent with revisions made to the Owner/CMa agreement.
About E235-2019 Sustainable Projects Exhibit, CMa Edition
E235-2019, the new Sustainable Projects Exhibit for the Construction Manager as Adviser Family, is based on E204-2017, the Sustainable Projects Exhibit for the A201 family. Revisions were made to include the role of the CMa. E235 establishes a clear and detailed process to achieve the owner’s sustainable objective, and it provides a detailed description of the various roles and responsibilities of the parties. E235 addresses key risk factors the parties might encounter, such as product substitutions, delayed or failed certification, and consequential damages. All of the CMa document agreements include a provision that the parties will use E235 if the owner identifies a sustainable objective in the agreement.