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Construction Management Proposal Template

Construction management proposals are a personalized introduction to a company’s management services for construction projects and should show the company understands the specifics of a client’s project. Construction management companies and independent consultants or contractors can call attention to their services if they have attractive promotional material and demonstrate a well-developed plan to a specific client and project.

Types Of Construction Management Proposals (10)

  1. Consulting – This proposal is developed for clients who seek consultations from construction management companies regarding project characteristics such as scheduling, risk assessment, and even quality control but will not require live participation from the construction management company.
  2. Cost-Plus – A proposal where the fee of the construction management company will be a percentage based on the total cost of the client’s project.
  3. Design-Build – A proposal that is sent when the construction management company seeks to manage all phases of the concept or design of the project as well as the physical construction.
  4. Fee-Based – A bid or proposal where all costs, from project planning to on-site management, will be specifically broken down into estimates and totaled.
  5. Fixed-Price – This proposal assures the client that the construction management services will not cost more than a predetermined amount.
  6. Integrated Project Delivery (IPD) – This proposal discusses the benefits, liabilities, and obligations of every party or entity involved in the construction project in detail.
  7. Joint Venture – A proposal of two more construction management firms outlining how they will work on a client’s project as a team.
  8. Post-Construction – The construction management proposal that approaches clients with the management company’s skills in tasks like warranty management, long-term post-project maintenance coordination and planning, and the documents required to close a construction project.
  9. Pre-Construction – This proposal is for clients seeking construction management services to set up a project, such as obtaining permits, project budgeting, or design management and coordination.
  10. Public-Private Partnership (PPP) – A proposal designed by a construction management company to explain the interactions between a private entity and a government agency during a specific project stage.

What Should Be Included (16 Items)

  1. Title Page
  2. Executive Summary
  3. Introduction
  4. Project Discussion
  5. Project Scope
  6. Team And Personnel
  7. Schedule And Timelines
  8. Cost Management
  9. Communication Plan
  10. Quality Assurance
  11. Risk Management
  12. Health And Safety
  13. Payment Terms
  14. Previous Projects And References
  15. Appendices
  16. Signature

1 . Title Page

Present the construction management company as the originator of the proposal while also identifying the project title and the client. Include other relevant information as needed.

  • Construction Company’s Name/Contact Information
  • Project Title/Number
  • Submission Date (Date of Proposal)
  • Client Name/Contact Information

2. Executive Summary

Summarize the proposal presented by discussing the project goals and the strengths of the construction company. For example, use this section to promote the construction management company’s skills, reputation, and knowledge base.
  • Planning
  • Budgeting
  • Communication
  • Management Style

3. Introduction

Discuss how the construction management company can meet the client’s needs. For example, display knowledge of site conditions, an intrinsic understanding of its objectives, as well as the team’s expertise and mission.
  • Site Analysis
  • Project Purpose
  • Management-Focused Solutions

4. Project Discussion

Deliver an analysis of the client’s goals for this project, together with how the company’s construction management style will attain them. Also, discuss the positives of applying the construction management company’s philosophy and procedures.
  • Administrative Discussion
  • Stakeholder Concerns
  • Cost-Effective Solutions And Other Selling Points
  • Management Project Team Strengths

5. Project Scope

Discuss the management team’s ideas for this project in areas such as budgeting, risk management, quality control, etc. For instance, display a strong comprehension of the project’s current conditions, procedures, and where the management team will step in.
  • Work Breakdown Structure
  • Key Activities
  • Resource Allocation
  • Deliverables And Other Topics

6. Team And Personnel

Present the construction management team assigned to this project as well as their contact information. Additionally, list their qualifications for these positions and their formal title.
  • Management Team Member Name
  • Company Contact
  • Certificates, Licenses, Credentials
  • Title Or Function

7. Schedules And Timelines

Show the schedule for the project start date and milestone events, such as when key deliverables are scheduled. Make sure also to name the project’s finish date and the dates reserved for post-project activities.
  • Project Start Date
  • Key Dates
  • Project Due Date
  • Post-Project Documentation And Work

8. Cost Management

Estimate the totals for the labor, supplies, equipment, and required paperwork (i.e., permits) that will be billed to the construction management client. Present these figures line by line in addition to the full estimated total.
  • All Labor (work hours and pay rates)
  • All Materials (estimated quantities and unit costs)
  • All Equipment (types and costs/fees)
  • All Administrative Functions (document type/name and fees)
  • Total Project Cost Estimate

9. Communication Plan

Specifically, detail the communication policies, procedures, and protocols the construction management team will apply. Develop this section to be especially transparent and comprehensive.
  • Communication Objectives, Rules, Guidelines
  • Frequency And Channels
  • Meetings, Minutes, And Recording
  • Reporting And Escalation Procedures
  • Emergency Protocols

10. Quality Assurance

Present the management team’s plan to ensure the quality of the project work as well as the quality assurance team roster. Submit a discussion regarding the applicable codes and regulations when doing so.
  • Quality Assurance Team
  • Objectives, Standards, And Regulations
  • Inspections And Testing
  • Documentation And Reporting
  • Client Involvement And Other Policies

11. Risk Management

Identify the contingency plans the management team has developed to handle unanticipated events that may interfere with the project’s timeline, finances, or, especially, completion. For example, document contingency strategies for developing new timelines if the calendar is interrupted.
  • Risk Identification, Assessment, Documentation
  • Mitigation And Contingencies
  • Monitoring And Communication
  • Documentation And Reporting
  • Cost Management, Liability, And Other Considerations

12. Health And Safety

Explicitly detail the health and safety measures required for the project and how the construction management team will uphold and prioritize them for the duration of the work.
  • Health And Safety Codes
  • Company Policy, Statements, And Procedures
  • Safety Officer
  • Reporting And Communication
  • Compliance

13. Payment Terms

Document the terms and conditions that apply to the client’s payments in detail. Additionally, present every option for payment and post-project maintenance (i.e., warranty) available.
  • Project Costs, Taxes, And Fees
  • Estimated Total
  • Payment Schedule And Other Options
  • Warranty, Insurance, And Post-Project Care

14. Previous Projects And References

Attach and cite the construction management company’s portfolio so their professional experience is available. Also, compose a presentation of the construction management team’s past project titles and accomplished goals while delivering their professional references.
  • Relevant Experience
  • Project Portfolio
  • Testimonials
  • Media (Press Clippings, Photographs)
  • References

15. Appendices

Gather all the documents, contracts, regulations, and paperwork supporting this proposal’s other sections, especially those prompting further discussion. Ensure the client has all the paperwork needed to consider this bid accordingly.
  • Detailed Project Schedules
  • Team Resumes And Credentials
  • Certificates, Licenses, And Permits
  • Disclosures, Waivers, And Insurance
  • Visual Aids (Organizational Charts, Blueprints, etc.)

16. Signature

Sign the proposal as the formally appointed construction company representative or as the independent contractor or subcontractor submitting it. Include a signature area for the client so the proposal may evolve to the contract phase.
  • Signature
  • Signature Date
  • Printed Name
  • Title, Role
  • Company Name