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Primary Contractor Benefits
The following summary describes Primary Contractor
"Benefits"
using the CPMC Service beginning with Funding and Insurance Acquisition.
FUNDING AND INSURANCE ACQUISITION
Capital Funding "needs" data to:
a) "Evaluate" the business feasibility of delivering a Construction Project
b) "Audit" the Construction Project potential profit
c) "Develop" Legal Structures to pro-actively mitigate and manage Risks
d) "Appraise" achieving commercial and economic objectives of multiple Funding Sources
Construction Insurance Surety "requires" information to:
a) Understand Project Customer / Owner Requirements
b) Study Project's Planned Work Schedule
c) Evaluate Primary Contractor and Collaborating Service Suppliers ability
to deliver the Construction Project
d) Review Work Event Payment Processes
e) Examine Projected Cash Flow
f) Identify Cash Flow Credit / Capital Requirements
g) Administer Project-Corrections to successfully deliver Construction Projects
1. CPMC Service facilitates Construction Project Detail development for Capital Funding and
Construction Insurance Surety Details through "automation and integration" of:
* Primary Contractor Construction Service Supply Chains
* Collaborating Service Providers and Customer / Owners for Planning, Performance, Management
and Administration of Construction Projects
* Participating Organization Licenses, Certifications, Qualifications, Insurance Documentation
and Experience
* Project Work Event details broken down by CSI criteria using RFQ Drawings, Specifications, etc.
* Projected and Actual Project Costing at the Work Event Level
* Customer / Owner to Primary Contractor Purchase Orders at the Work Event Level
* Primary Contractor to Service Provider Purchase Orders at the Work Event Level
* Equipment and Material Tracking
* Work Event Quality Control and Approval process for delivery of Compliant Service
* Auditable authorization process for Service Provider Billing and Primary Contractor Invoices
2. Means to compare Primary Contractor Proposed CSI Unit Price to Service Provider's RFQ
Work Event Breakdown responses to ensure sufficient funds and time are allocated for
all Work Events
3. Verifiable Cash Flow at detailed CSI Work Event level is provided from:
a) Primary Contractor Project Revenue, and
b) Collaborating Service Providers and Primary Contractor Costs
4. Funding Data is available electronically to compute Return-on-Investment (ROI) for Loans,
Capital Bonds, Public-Private-Partnerships, Stock Sales, etc.
5. Demonstrations are given to Capital Funding and Construction Insurance Surety Providers
on how CPMC Services facilitates automation/integration of funding data and information development
6. Capital Funding and Construction Insurance Surety Provider "unique" processes and or
applications can be integrated with CPMC Services
REVENUE GENERATION (Pre or Post Funding Approval)
1. Owner Drawings and Specifications are made available to participants to view electronically by Primary Contractor
entering Project Administration Data and importing Project Drawings and Specifications
2. Construction Specifications Institute (CSI) standard criteria is used for:
a) Breaking-down drawings into work event descriptions
b) Customizing Primary CPMC Application Check Lists
c) Unit Price Book Value descriptions
3. Work Event descriptions for Services are selected via Drop down lists containing:
a) Construction Specifications Institute (CSI) Standard Criteria and
b) Primary Contractor Unique Work Event Check Lists that extend CSI Standard Criteria
4. "Check List/Work Event Summary Update" is automatically updated and available
for review in real time
5. Service Provider Work Event Cost Quote Detail Form initiates individual Service Provider Cost Form(s)
which Primary Contractor electronically submits to one or more pre-qualified collaborating Service Providers
and Suppliers
6. Service Provider and Supplier responses are managed through Estimator Work Event Check List
Summary Navigational tool that is updated automatically in real time
7. Returned Service Provider Work Event "Costs" are compared with:
a) Unit Price Book Costs to confirm sufficient resources have been budgeted
to deliver requested services
b) Final Customer Price at the work event level, using the Estimator Work Event Cost Development Form
8. Owner-Customer quotes for Labor-Equipment-Material (LEM) at the work event level are adjusted
by the Primary Contractor to include markup and other costs that are calculated automatically
9. Primary Contractor Proposals are published and submitted to the Owner and Funding Source
Primary Contractor "Proposals" are easily customizable to meet any
Primary Contractor, Customer or Funding Source criteria
10. "Projected Cash Flow Schedule" breaks down RFQ requirements into work event descriptions
enabling the Funding Source to evaluate computed profits
SCHEDULING (with the CPMC Service Navigation Tool)
1. Project Scheduling is displayed at the work event level.
2. The work event can be broken down into specific Labor / Equipment / Material (LEM) criteria.
3. Equipment and Material can be independently input and scheduled at the work event level to address
Supply Chain start times and durations, ensuring effective alignment of Labor / Equipment / Material scheduling.
4. Using the Message Manager process the Ideal Project Schedule can be communicated to all Users
for review and input at the work event level.
5. After input and approval, the Real Project Schedule can be reviewed by all Users.
6. Any update to the Real Project Schedule will be automatically referenced by all CPMC Application forms.
7. Project Cash Flow automatically references all Project Schedule criteria and updates.
8. Using the Message Manager process the Project Cash Flow can be communicated to all Users
for review and input at the work event level.
AUTOMATED PROJECT PURCHASE ORDERS
1. CPMC Service provides automated Project Purchase Orders
2. Purchase Orders are made available electronically from:
a) Customer Owner to the Primary Contractor
b) Primary Contractor to the Service Providers
3. Purchase Orders are broken down to the Work Event Level
4. Each individual Purchase Order Work Event includes Labor, Equipment and Material CSI Code,
Description of Service, Cost / Pricing, etc.
5. CPMC Service provides an automated End-User Purchase Order Cover Sheet that includes
standardized administration criteria, authorizing / accepting (electronic) signatures, and attached
Purchase Order Work Event Summary Listing
6. Purchase Order Work Event Summary Listing contains "Hyperlink" to specific approved
Work Event Desk Top Form
PROJECT PURCHASE ORDER DATA FOR EXTERNAL APPLICATIONS
1. CPMC Service automatically downloads Project Data to secure storage
2. Project Data is made available to:
a) Owner / Customer
b) Service Providers
3. Data will be disseminated by:
a) Specific Customer / Service Provider generating input
b) Specific Project ID
4. Data will be configured in Excel / Word format
5. CPMC End-User can download their Project Data from this secure storage
6. End-Users can upload this data for usage in their external applications
NOTE:CPMC Service Work Event Purchase Orders will only be issued to "Subscriber" End-Users
SERVICE DELIVERY (Labor-Equipment-Material Procurement is Work Event Centric)
1. CPMC Service Application form data is continually updated automatically enabling users to operate as events happen
in real time.
2. For approved projects, Primary Contractor, Project Managers and Schedulers have access to CPMC Service
Navigational Tools to organize tasks, assign dates and optimize timelines through Drag-Drop Tasks and Links
to Work Events.
3. Primary Contractor publishes Purchase Orders at work event level to approved Service Providers and Suppliers.
(Purchase Order data files can be downloaded to Primary Contractor's current accounting software)
4. Primary Contractor can publish separate Labor/Equipment/Material Purchase Orders for work events providing
Material Management criteria necessary to publish "specific" Purchase Orders that optimize pricing, inventory
and shipping.
5. Primary Contractor publishes Daily Project Work Event Schedules and Look-Ahead Reports.
6. Service Providers submit Work Event Daily Shift Progress Updates to the Primary Contractor.
7. Service Providers submit Material/Equipment Received Updates to the Primary Contractor.
8. Primary Contractor publishes Daily Updates that include:
a) Daily Site Information
b) Work Event Status
c) Material and Equipment Received Status
d) Owner Rep Instructions
MATERIAL TRACKING
1. Material Order "Status" form documents summary of approved material at the Work Event level
from purchase order to implementation and /or disposal.
2. Material Order "Receiving" form notifies End-User of material arrival.
3. Received Material "Hold" form allows End-User to review for purchase order criteria.
4. Material "Accept / Return" forms allow End-User to inspect material for specifications and quality.
5. Material "Storage" forms allow End-User to track material location and available quantities.
6. Material "Release" forms allow End-User to authorize material for project implementation.
7. Material "Surplus" form allows End-User to document material disposal for potential rebates, tax credits, etc.
8. All Material "Tracking" forms are available to collaborating End-Users electronically and in real-time.
BILLING / INVOICING / PAYMENT (Payables / Receivables)
1. Project Cash Flow Schedules are updated automatically.
2. Billing Verification is initiated with the Service Provider Desk Top Form and tracked by work event
via the Service Provider Billing Process.
3. CPMC Service Applications produce a standardized billing format to be submitted by the Service Provider
to the Primary Contractor.
4. Upon Primary Contractor verification, CPMC Application produce invoices for Funding Source.
5. Invoice Verification is initiated with the Customer Desk Top form and tracked by work event
through the Customer Invoice Process.
6. CPMC Service Applications produce a standardized invoice format to be submitted by the Primary Contractor
to the Funding Source.
7. CPMC Service Applications produce a standardized payment format to be submitted by the Primary Contractor
and the Funding Source.
8. Billing, Invoice and Payment data can be downloaded to the Primary Contractor's current accounting software.
9. Project Profit or Loss Reports by work event are available on demand.
CPMC AUTHORIZING SIGNATURE
1. Electronic Technology is used to implement CPMC's Authorizing Signatures; equivalents of handwritten signatures.
2. CPMC Authorizing Signatures generate a visible audit-trail for Work Event processes requiring multiple approvals
and/or when Authorization is superseded.
3. CPMC Authorizing Signatures are legally pre-agreed-to by all Project Participants
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CPMC Authorizing Signature employ End-User's Login Name and Password:
a) Login Names are entered administratively by collaborating organizations
b) End-Users enter their created Login Passwords which CPMC encrypts
c) End-User enters created Password when signing Authorizing Signatures
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CONFLICT RESOLUTION (via Negotiations, Treaties, Arbitration, Court)
1. "Request for Quote" documentation clarifies Owner services to be provided by the Primary Contractor
and Service Providers.
2. "Price Documentation" validates sufficient funding for Owner requested services.
3. "Owner Purchase Order Package for Primary Contractor" mitigates risk by breaking down
Primary Contractor services to be provided into work events for the entire project.
4. "Primary Contractor Purchase Order Package for Service Provider" mitigates risk by breaking down
Service Provider services to be provided into work events for the entire project.
5. "Automated Notification" documentation verifies Messaging History at the work event in real time
and is accessible to all participants.
6. "Daily Update" documentation verifies work event status in real time and is accessible to all participants.
7. "Payment Verification Process" tracks service expenses by work event in real time using the Billing,
Invoice and Payment Screens. Data is accessible to Funding Source for review and auditing purposes.
8. "Request For Information" can be submitted for review, response and approval electronically at anytime
throughout the project. This information is accessible to all participants in real time.
The above items 1 - 8 can be confirmed with simple "interrogatories" of what was agreed upon
by the conflicting parties to determine accountability.
Adjudicators have a preponderance of factual evidence readily available
in above ever-current documents.
ASSET MANAGEMENT
1. CPMC Services automate accessibility to Asset Identification, maintenance/repair criteria, performance
documentation, scheduled replacement and associated costs.
2. CPMC Services automate the development of Maintenance Requests For Quotes on labor, equipment and
material, including Service Provider responses.
3. Navigational Tools are generated using approved Work Events.
4. Primary Contractor publishes Maintenance/Service Purchase Orders at the Asset work event
description to approved Service Providers.
5. Primary Contractor publishes maintenance schedules, look ahead reports and anticipated replacement dates.
Updates include projected and actual start-end dates, responsible Service Provider, Labor-Equipment-Material
Supplier scheduling and current status.
6. Asset Maintenance history is accessible on-demand.
7. Service Provider Payment verification process is started when Service Provider reports work item completed.
8. Quoted maintenance costs are displayed in Post-Project Cash Flows using International Financial
Reporting Standards (IFRS) and General Accepted Accounting Practices (GAAP) to match revenue, expenses
and depreciation to provide book-value throughout the life of the asset.
(e.g., 10, 20, 30 years)
9. Asset Profit/Loss and Status Reports are published by work event description on demand.
UPDATES AND REPORTS
1. CPMC Services provides unique "Navigational Tool(s)" for:
a) Proposal Development
b) Construction Management, and
c) Cash Flow
that are based on a "Gantt Chart" format displaying Project Summary Information (including scheduling)
at the work event level.
2. Hyperlinks attached to the Navigational Tool(s) have been established for single mouse click
access to the following screens for each Work Event:
a) Details
b) Drawings
c) Progress Reports
3. The "CPMC Service Application Report Builder" manual and training is provided to Primary Contractor
Service Administrator(s) so that Users can create customized reports in house at any time
4. Single and Multiple-Dimension reports can be created (Single-data rows and Drill-down rows)
5. Reports can be distributed in two formats for ease of access and use:
a) Electronic
b) Print (Paper)
6. All CPMC Service Application Forms have related back ground data ready to print as a form
from any electronic screen view
AUTOMATED NOTIFICATION AND MANAGING PROCESS
1. The CPMC Service Automated Notification Process allows Users to "Dynamically" communicate with
their Team Members and direct them to do collaborating work.
2. Notifications are Work Event Centric
3. Notifications can originate from any Form
4. Notifications can be submitted to any participant through a pre-defined automated group,
function and/or individual drop down box
5. Message Manager Procedures link Notifications to a specific Work Event/Form
6. Message Manager Procedures offer on-going two-way communication between
participants for managing
7. Message Manager Procedures provide automated message reply between all designated
participants
8. Message Manager Procedures provide automated message forward between all designated
participants
9. Message Manager Procedures furnish sequential listing and access to all Notifications
at the Work Event level
AUTOMATED NOTIFICATION PARITY
1. CPMC Services allow "Users" to identify and electronically link with their Construction Project
"Function Counterparts" (i.e. Project Manager, Supervisor, Estimator, Scheduling, Billing, Invoice, etc.)
2. The function to function "parity" is provided automatically through the automated notification process
at the Work Event level
3. The Work Event identifies persons accountable for the Work Event Function Life Cycle
CASHFLOW
1. All Project Work Events are "Categorized" by the Primary Contractor using the Construction Standard Institute (CSI)
criteria for Project Management.
2. Project Work Events can be further categorized by the Customer Owner using their unique "Chart of Accounts" criteria.
3. CPMC Service enables input of Customer Owner unique Chart of Accounts criteria via CPMC Project Application and
PDE File Process.
4. PDE File criteria include GAAP and IFARS numeric and descriptive Accounting Conventions for Labor, Equipment and
Material (LEM) at the Work Event level.
5. Chart of Account Data is viewable by End-User via Project Chart of Account Navigational Tool
6. Project Chart of Account data is automatically downloaded to pre-designated CPMC File Folders.
7. This CPMC File Folder is accessible for uploading to external applications by End-User.
CYBER SECURITY
1. CPMCAS will practice controls that are relevant to CPMC Service operations and compliance, as outlined
by the American Institute of Certified Public Accountants (AICPA) Trust Services Criteria (TSC).
AICPA's TSC include:
* Security (physical, access password, two-component logon)
* Availability (service uptime)
* Processing Integrity (data encrypted storage-transmission, backup storage, restoration)
* Confidentiality, and
* Privacy
2. To manage Cyber Security effectiveness for CPMC Services, CPMCAS employs System and Organization Controls
(SOC) SSAE18 auditing guide for Data Centers
(Statement Standards for Attestation Engagements)
DATA RETENTION
1. CPMC Service automatically downloads Project Data to secure storage
2. Project Data is made available to:
a) Owner / Customer
b) Service Providers
3. Data will be disseminated by:
a) Specific Customer / Service Provider generating input
b) Specific Project ID
4. Data will be configured in Excel / Word format
5. CPMC End-User can download their Project Data from this secure storage
6. End-Users can upload this data for usage in their external applications
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Service Provider Benefits
The following summary describes Service Provider
"Benefits"
using the CPMC Service beginning with RFQ Criteria documentation.
SERVICE PROVIDER BENEFITS
1. RFQ Criteria Documentation
2. CAD Plans and Specifications
3. Service Provider RFQ Response Process for Primary Contractor Work Event
4. Payment Frequency Selection (alternative to partial payments)
5. Purchase Orders defined at the Work Event Level
6. Material Tracking Process at the Work Event Level
7. Standardized Billing Process to Primary Contractor for completed Work Event
8. Messaging/Notification Process for working with all Project End-Users
9. Work Event Project Look-Ahead Schedule
10. Real Time Daily/Shift Work Event Reporting
11. Navigational Tools providing hyperlinks to designated Work Event Project Forms
12. Service Provider Project Data available for download
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