Project Management

SMACNA’s project management resources and educational programs provide members with the necessary tools to help them manage projects efficiently, safely and on-time.

April 3-6, 2022

Project Managers Institute

Covers the essential skills of effective project management for project managers, including management/leadership, project planning, time management, change order management, and more.

  • LocationRaleigh, NC
  • Calendar DateApr/03 - Apr/06 2022

Contracts Bulletin Jun 04 2021

Contracts Bulletin #65 (2.0): Force Majeure – A Clause for Our Times

Updated June 3, 2021. When a contract contains either rewards or penalties for meeting deadlines, force majeure clauses are essential. Otherwise, the contractor will be held accountable for meeting a deadline, even if the delay is caused by forces outside its control.

Contracts Bulletin Jun 03 2021

Contracts Bulletin #110 (2.0): Shifting the Risk of Rising Material Costs

Updated June 2021. Even in the best of times, material shortages and changing prices are disruptive. Commodities, such as asphalt, copper, steel and other materials are subject to global pressures and price fluctuations. More than ever, contractors need to protect themselves from changes in material prices.

Contracts Bulletin Jun 03 2021

Contracts Bulletin #118 (2.0) : Force Majeure Provisions: COVID-19

Updated June, 2021. Over the last year, many industries have experienced supply delays and workforce shortages resulting from the spread of COVID-19. The construction industry certainly was not immune to these issues. The current situation serves as a good reminder to review and understand contract provisions that cover unforeseen construction delays.

Spring 2022

Supervisor Training Academy

Covers leadership, communication, productivity, profitability, measurement and industry trends, and other topics relevant to supervisors, foremen, superintendents and other critical managers.

Spring 2022

Advanced Project Managers Institute

Immerses participants in a simulated world, running a complex sheet metal project involving many associated challenges and complications, including understanding and managing project scope, estimating cost to complete, billings and cash flow, anger order management.


INDUSTRIAL: ‘On-Time’ Is Critical for Global Aerospace Client

Time waits for no one, especially when you’ve been selected to build the newest manufacturing plant for the world’s largest aerospace corporation, The Boeing Company. 


HVAC: A Perfect Trifecta for SMACNA Members

SMACNA members won all the sheet metal work available for the Southwestern Community College’s new Performing Arts and Cultural Center in Chula Vista, Calif. 


Clean Rooms Critical to Pandemic Response

Clean room projects offer SMACNA contractors the opportunity to showcase their expertise

Podcast Feb 04 2021

Let’s Talk Shop, Episode 13: How COVID Is Impacting Operations and Innovations for 2021

In Episode 13 of Let’s Talk Shop, host Angie Simon, CEO, Western Allied Mechanical, talks with Kevin Ginley, VP of commercial sales at Majestic Steel, and Brennan Hall, senior HVAC project manager at Johns Manville on how their companies have adapted to stay competitive amid COVID-19, the impact of the “V-shaped recovery,” and the forecast for 2021.

Contractor Operations Manual

Integrated Project Delivery Guide

This Guide provides an overview of the Integrated Project Delivery (IPD) method from the perspective of sheet metal, HVAC, and mechanical contractors and can serve as a guide for those interested in expanding their market share into healthcare and other IPD market sectors.

IPD is found at the intersection of quality, cost and scheduling on a construction project where project teams, systems, business structures, and practices are all working collaboratively and tapping into the talents and insights of all team members in an effort to optimize efficiencies and reduce redundancies or waste throughout the construction life cycle (e.g., design, fabrication, installation, etc.).

This document is free to members in the SMACNA Store.

  • Dollar SignPDF $75.00

Webinar Dec 16 2020

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HVAC Contractors Forum Webinar: Integrated Project Delivery (IPD) for HVAC & Mechanical Contractors

Matt Barrows, Assistant Professor of Practice, Construction Programs at the University of Nebraska – Lincoln, facilitated this discussion with SMACNA contractors Matt Cramer of Dee Cramer, Inc., Kevin Louis of Martin Petersen Company, Inc., and Ross Mitchell of T. H. Martin, Inc., about their experiences with Integrated Project Delivery.

Webinar Oct 28 2020

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Scheduling and Planning Best Practices

This webinar offered an overview of a recent SMACNA Contractor Operations document Scheduling and Planning Best Practices which summarizes proven scheduling and planning processes.

Webinar Oct 15 2020

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Driving Project Success in A Remote Working Environment

The “new normal” of remote work has changed the climate of how projects are managed.  This EDGE Conference presentation featured innovative strategies designed to increase productivity in a remote working environment. 

Webinar Oct 15 2020

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Change Order Management for Field Supervisors – It Takes Teamwork

Effective change order management can dramatically reduce a subcontractor’s risk and increase profitability. This EDGE Conference session explored the change order process from a subcontractor’s viewpoint and reviewed the proper workflow necessary to ensure success.

Contractor Operations Manual

Scheduling and Planning Best Practices

Summarizes proven scheduling and planning processes and introduces practices, concepts and principles that are field-tested and proven to deliver superior results. Free to members in the SMACNA Store.

  • Dollar SignPDF $75.00

Webinar Oct 14 2020

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Effectively Supporting the Field: A Self-Assessment

This EDGE Conference session featured the most common project management limitations and reviewed meaningful solutions that will improve the way you prepare and support your field staff.

Webcast Aug 07 2020

Pandemics and Productivity

This webcast breaks down the New Horizons Foundation report on Pandemics and Productivity in easy-to-understand pieces and explains how contractors can use the findings.

New Horizons Foundation Jul 16 2020

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Pandemics and Productivity: Quantifying the Impact

Before these findings were issued, no specific resource existed to help contractors quantify the cost impacts of lost productivity working under pandemic-driven protocols. The New Horizons Foundation and ELECTRI International, the National Electrical Contractors Association’s foundation, commissioned this report assessing the productivity impact of the coronavirus (COVID-19).

Contracts Bulletin Jun 17 2020

Contracts Bulletin: COVID-19 Contract Addenda - Considerations for the Subcontractor

Subcontractors, whether they hope to present their own COVID-19 addendum or have recently had a COVID-19 addendum included by a general contractor or owner, should consider this information before signing on the dotted line.

Contracts Bulletin Jun 11 2020

Contracts Bulletin: Remedies for the Unpaid Subcontractor

In this Contracts Bulletin, you receive a general overview of the remedies available to subcontractors in these "contractor theft" situations.

Contracts Bulletin Jun 01 2020

Contracts Bulletin: Before You Cash That Check

Part 3 of this SMACNA Contracts Bulletin covers the risks involved in accepting partial payment on a project and how cashing certain checks could result in a subcontractor unwittingly giving up their rights to full payment.

Contracts Bulletin May 28 2020

Contracts Bulletin: Getting Paid in the Event of a General Contractor Bankruptcy

A bankruptcy filed by a general contractor jeopardizes a subcontractor’s right to payment. When this happens, the subcontractor should be ready to act. This Contracts Bulletin provides insight into bankruptcy and presents the steps that a subcontractor might take to protect its interests.

Contracts Bulletin May 18 2020

Contracts Bulletin: Payment and Retainage

This recently revised SMACNA Contracts Bulletin alerts members to payment and retainage issues they need to be especially mindful of when signing any future contracts.

SMACNA Endorses MCAA’s Updated Change Orders, Productivity, Overtime Primer

The 2020 edition of the Mechanical Contractors Association of America’s (MCAA) highly regarded construction management publication, Change Orders, Productivity, Overtime—A Primer for the Construction Industry, has received SMACNA’s full endorsement.

Contracts Bulletin Apr 17 2020

Contracts Bulletin: COVID-19: Increased Construction Costs

Many subcontractors have faced additional costs associated with performing work at jobsites during the COVID-19 outbreak. These additional COVID-19-related costs come in many forms, including extra hand-washing stations, before-shift health checks, and larger quantities of personal protective equipment such as gloves, masks, and goggles. Learn more about several common construction contract provisions that could allow subcontractors to recover costs incurred as a result of COVID-19.

SMACNews Mar 31 2020

Mobilizing for the Future: Asset Management

As the world experiences increased uncertainty due to the COVID-19 pandemic, the importance of the construction industry in maintaining a robust civil infrastructure has been heightened.

Webinar Mar 21 2020

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Webinar: Federal Procurement Overview

The first webinar on the subject of contracting with the Federal Government explains what many other contractors have already discovered — how easy and profitable working for the Federal Government can be for your business.

Podcast Mar 05 2020

Let's Talk Shop, Episode 10: Carol and Ashley Duncan of General Sheet Metal

To celebrate Women in Construction Week, host Angie Simon, SMACNA president and CEO of Western Allied Mechanical, talks with Carol Duncan, CEO, General Sheet Metal, and her daughter Ashley Duncan, mechanical division manager at General Sheet Metal.

SMACNews Feb 28 2020

Preparation Is Half the Work

Brandt promotes early coordination efforts during the preconstruction phase to lead to successful projects. With early involvement, this is where Brandt’s BIM (Building Information Modeling) team shines.

Podcast Jan 09 2020

Let’s Talk Shop, Episode 8: Integrated Project Delivery

What are the benefits of integrated project delivery? Listen as Angie Simon, CEO of Western Allied Mechanical and SMACNA president, talks with Matt Cramer, president, Dee Cramer, on how he got started with integrated project delivery (IPD). 

SMACNews Dec 20 2019

Meticulous Planning Is Key to Success in Occupied Facilities

Bel-Aire Mechanical expanded manufacturing capabilities at a Phoenix, Ari. medical technology manufacturing facility.

Podcast Oct 14 2019

Let's Talk Shop, Episode 6: Lean Construction

In this episode of Let’s Talk Shop, host Angie Simon, president, Western Allied Mechanical, talks with James Morgan, president and CEO of Worcester Air Conditioning in Ashland, Mass, about lean construction techniques.

Contractor Operations Manual

Strategies and Tools for Effective Procurement

Explore the importance that procurement has on the success of a construction project. 

Procurement on a construction project can account anywhere from 15% to 70% of a projects direct costs, yet this area is not often given the same weight as managing the risk of construction labor on a project. An effective procurement plan for any contractor should be focused on delivering the right material, at the right time, to the right location for the right price

This document covers the elements of an effective procurement plan, different methods for contracting materials, and tools to  manage that procurement. 

This document is free to members in the SMACNA Store.

  • Dollar SignPDF $75.00

Podcast May 23 2019

Let's Talk Shop Podcast, Episode 2: Solutions First, Full Service Design/Build

In this episode, host Angie Simon talked with Guy Gast, president, The Waldinger Corporation, Iowa Division, on the benefits of a solutions first approach.


IFS Helps Upgrade Missouri Schools to Reduce Energy Costs

Integrated Facility Services (IFS) of St. Louis, Missouri is a key player in the St. Louis County Pattonville School District’s $10.2 million dollar energy conservation project to upgrade the schools’ aging facilities and save on energy costs.

New Horizons Foundation May 03 2019

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Productivity Tracking in the HVAC & Sheet Metal Industry for Design, Manufacturing & Installation

This white paper gives a full overview of the current practices and challenges of productivity tracking in the industry and serves as a road map for applying productivity tracking to each phase – detailing, fabrication, and installation

Contractor Operations Manual

Contractors Role in Preconstruction Planning

In the construction industry, project success depends on planning in schedule, cost, design, and other deliverables. That planning includes the organization of the resources (people, equipment, and tooling) and costs (materials and labor) to perform at the right time (scheduling).

The goal of preconstruction planning is to standardize the planning process, leading to predictability in resources, costs, and scheduling for each project.  This manual focuses  on the general processes a contractor must perform to implement preconstruction planning and how to manage a designer and the design aspects of the process. Also covered is the use of technology in preconstruction.

This document is free to members in the SMACNA Store.

  • Dollar SignPDF $75.00

SMACNews Apr 29 2019

University Innovation Center Designed for Collaboration

The roof and façade design for a new academic building project created “the perfect blend of high-tech and natural esthetics” for the University of Maryland’s new Brendan Iribe Center for Computer Science and Engineering, according to Scott Callaway of Overly Custom Metal Systems.


San Diego Crime Lab Requires Complex Systems

Associate Mechanical Contractors' complex HVAC system for the San Diego county Crime Lab helped it achieve LEED-Gold status.

SMACNews Apr 29 2019

Geauga Mechanical Contributes to Luxury High-Rise’s LEED Status

Expertise in energy efficiency and early involvement in the planning process were the keys to a successful residential – and landmark – project for Geauga Mechanical of Chardon, Ohio, according to CEO Craig Berman, LEED AP, CEM.

Contractor Operations Manual

Transforming Your Organization for the Future

Transforming Your Organization for the Future takes a hard look at why lean transformation using a “kitting strategy” is a true, long-term, strategic solution to manpower shortages, pricing pressure, and schedule compression.

This addition to the Contractors Operations Manual contains detailed case studies about contractors who have adopted this technique and experienced long-term, meaningful competitive advantages.

Companies that have adopted this strategy have experienced cost savings, labor productivity, increased manufacturing, reduced install times, less field manpower, material savings, improved safety, improved quality, schedule reduction, customer satisfaction, business growth, and opportunity.

This document is free to members in the SMACNA Store.

  • Dollar SignPDF $75.00


Climate Engineers Video Shows Benefits of Prefabrication

In this video, eastern Iowa-based Climate Engineers describes the benefits and business opportunities of an efficient prefabrication process from fabrication through installation.


Rethinking Offsite Construction

FMI research in 2018 surveying owners offers a high-level snapshot of U.S. offsite construction environment at the time.


Building Boom Continues in Canada

The economy’s prolonged strength has left Canadian sheet metal and air conditioning contractors working on major projects across the country in 2019.


HVAC Systems - Understanding the Basics

SMACNA's HVAC Systems-Understanding the Basics is a comprehensive non-technical manual written to provide an overview of HVAC systems used in residential, commercial, and institutional buildings. The manual addresses HVAC System Basics, Central Heating and Central Cooling Equipment, Hydronic and Air Distribution Systems, Central HVAC Systems, HVAC System Controls and the components that comprise these systems. This manual can be used for self-study, group training, or reference.

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Lean construction methods: efficient work, happy customers

This article describes how lean construction is a way of working that reduces waste, increases efficiency, helps the environment, and allows for working smarter, not harder. But while the concept is one that has unofficially been practiced in the unionized sheet metal industry for years, the ITI is leading an effort to make the concept more standardized in apprentices’ training.


Normal Project Duration NECA #5076-04

This document is an update to an original NECA report, which was published in the early 1980's. New data and information were collected and new methods are presented to provide contractors with additional tools to track productivity using the data in this report as a baseline. Excerpts from the original Normal Project Duration report are used throughout this document. Results shown in this document indicate that electrical contractors are performing work using much shorter durations than 20 years ago. Reductions in project durations were achieved by increasing manpower and using new tools and equipment.

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Overtime and Productivity in Electrical Const. NECA #5050-04

The difficulties resulting from overtime work might lead many to question the wisdom of using overtime under any circumstances. There do seem to be compelling reasons for adhering closely to the standard work week whenever possible. However, situations do arise in which there is no alternative to working a longer than standard week. In order to assist its membership in managing these situations, NECA has studied the problems associated with overtime work. This publication embodies the significant conclusions produced by the study and where appropriate, offers recommendations for coping with the issues that arise.

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What’s in it for me? Documenting the benefits of Lean

Documenting the benefits of Lean admittedly is a challenge, because no two projects are exactly alike. However, we have a substantial body of analysis that suggests the success realized on Lean projects is real and can be duplicated from project to project. This is Part II of a two-part series that explores the benefits and challenges of lean construction.