Construction
Manager v. Clerk of
the Works?
Who are they and Why do we need them?
Presenters
 Stephen J. Brennan, MBA, CPA School Business Administrator
Pinelands Regional School District
 He enjoys embarrassing his kids, long sunny walks on the beach
but rainy days and Mondays always get him down.
 Charles J. Caramanna, PE LEED-AP, Principal & Operations
Manager GREYHAWK Construction Managers and Consultants
 He is Operations Officer, Principal, a licensed Professional
Engineer, LEED Accredited Professional and in Charge of
GREYHAWK’s Commissioning Services.
 William J. Pappalardo, Project Executive GREYHAWK Construction
Managers and Consultants
 Immediate Past President Associates Business Members NJASBO.
He enjoys wearing cowboy boots and rocking the Casbah.
 Andrea Kahn, Member McManimon, Scotland & Baumann, LLC
 She is a past President of the New Jersey Association of School
Attorneys.
The Questions
 Are you too busy to manage your capital
projects?
 Do these services fall under EUS (Extraordinary
Unspecified Services)?
 Do you finance these services as a professional
services contract under your operations budget
or under your capital/project budget?
 Should you hire a Construction Manager or a
Clerk of the Works?
The Discussion
Steve Brennan
 Are you too busy to manage your capital projects?
 Budgets
 Food Service
 Transportation
 Board Secretary
 BOE Meetings
 Maintenance
 Operations
 Contracts
The Discussion
Andrea Kahn
 Procurement
 When should you hire your CM?
 Applicability of professional services or EUS exception or
competitive contracting (mechanics of EUS exception)
 Chapter 271 requirements
 Paying for your CM services
 Include cost in your project budget
 Budget pre-referendum services in capital outlay or from
capital reserve
 Can fund cost from bond proceeds and reimburse prereferendum planning costs
 Preparation of “Matching Contracts” establishing
responsibilities of Board, Architect, CM and Contractors
The Discussion
Steve Brennan and Andrea Kahn
 Do you finance these services as a professional
services contract under your operations budget or
under your capital/project budget?
 Professional services
 Attorney
 Architect / Engineer
 CM / COW
 Capital budgets
 Operations budgets
The Discussion
Chaz Caramanna and Bill Pappalardo
 Should you hire a Construction Manager or a Clerk of
the Works?
 Similar services
 Project meetings
 Monthly reporting
 Submittal reviews
 Schedule reviews
 Change order reviews
 Budget reviews
 Client interaction
The Discussion
Chaz Caramanna and Bill Pappalardo
 Should you hire a Construction Manager or a Clerk of
the Works?
 Differing capacities and staffing
 Daily field reports
 Third party inspections
 DCA inspections
 In-house staffing support
 Grant writer specialists
 Roof inspectors
 Commissioning agents
 Schedulers
The Conclusion
 What does your project require?
 Services required
 Building the “Chinese” menu
 Level of service
 Full-time or Part-time
 Procurement of services
 RFP / EUS
 Budgeting the cost of service
 Operations / Capital
 What can you manage?
Q&A
 “Ask me no questions and I will tell you no lies.”
 She Stoops to Conquer (1771) Act III
 Oliver Goldsmith
 Don’t Ask Me No Questions, (1989) Skynyrd’s Innryds
 Ronnie Van Zant