Construction Managers Check List

HOW DO YOU KNOW IF YOU NEED PROFESSIONAL LIABILITY INSURANCE?

ANSWER THE FOLLOWING QUESTIONS: Do you provide services that include the arranging for permits and approvals?
Construction Managers may assist owners/clients in obtaining building and other permits for permanent improvements. You can be held responsible if the correct permits are not obtained.

YES

NO

Do you obtain and evaluate bids for the owner?

You can be held responsible if the bids are not properly solicited or reviewed.

YES YES

NO NO

You may be responsible for addressing the contractual responsibilities for the design team and contractors of the project.

Do you prepare contracts?

You may be responsible to the owner for managing the planning, design, construction and post construction phases of the project.

Do you act as the owners agent during construction?

YES

NO

Do you provide services such as cost estimating or value engineering?

You may be held liable to the owner if the actual cost of a project exceeds the estimated cost or when value engineering fails to meet specific requirements.

YES

NO

Do you perform design services in conjunction with construction management, or in a joint venture with a design firm?

Design services must be performed by a properly licensed design professional. You may be held liable if the design does not meet the required standard of care.

YES

NO

Do you perform services under AIA/B801/CMa, AGC-510 (Consensus DOCS 510), or CMAA A-1 contracts?
If you sign these contracts, you are contractually taking on responsibilities for construction management services. Each service outlined in the contract creates exposures that could lead to a professional negligence claim against the construction manager.

YES

NO

You may be held liable if failure to perform your services results in a delay in the delivery of a project.

Are you responsible for project coordination or scheduling?

YES

NO

As a construction manager, if you answered YES to any of the questions above, you need professional liability coverage to provide defense and protection for your firm. Call your broker to discuss your insurance needs, or call Schinnerer at (301) 961-9800.
This information is for illustrative purposes only and is not a contract. It is intended to provide a general overview of the policy described. Nothing contained herein should be construed as an acknowledgement by Schinnerer that a given situation may be covered under a particular policy. 2014 Victor O. Schinnerer & Company, Inc. | In CA, dba Schinnerer Insurance Services | CA Ins. Lic. # 0156109

Victor O. Schinnerer & Co., Inc. Two Wisconsin Circle Chevy Chase, MD 20815-7022 Phone: 301-961-9800 Fax: 301-951-5444 Website: www.Schinnerer.com Email: vos.info@Schinnerer.com