Facilities Project Budgets and Construction Cost Estimates

Day One

Welcome and Student Introductions

Facilities Project Budgets

• Components of Total Cost
  • Construction cos
  • Architects, engineers, and consultants
  • Owner’s representatives
  • Internal operations
  • Fixtures, Furnishing, and Equipment (FF&E)
  • Testing and abatement
  • Contingency
• Related projects

Plans and Specs. Review

• Design process tools
• Sample checklist overview
• Quality Assurance activities
• Comparison to projects and benchmarks

Project Delivery Methods

• General Contractor (GC)
• Construction Manager (CM)
  • Guaranteed Maximum Price (GMP)
• Design / Build
• Integrated Project Delivery (IPD)
• Lean construction

Contract Relationships

• Owner agreements
• Construction phasing
• Sub-contractors
• Testing
• Direct purchasing
• Assigned vendors
• Release of retainage
• Warranty types and duration
• Bonding and liquidated damages

Construction Front-end Costs

• General Conditions & General Requirements
• Pre-construction investigations
• Overhead and profit
• Fees and insurance
• Contingencies
• Payment terms / cash flow
• Contractor risk

Day Two

Estimating Considerations

• The bid process
• Cost estimating data libraries
• Material quantity takeoffs
• Unit costs and allowances
• Supplier substitutions
• Labor rates and location factors
• Transportation and deliveries
• Overtime and schedule mitigation
• General requirements and safety

Uniformat

• Uniformat II
• What a “Systems” Format is, and is not
• Why a Systems approach is needed
• (very) Brief history of Uniformat and the “come-lately” adopters
• The System components
• Uniformat applications

Value Analysis

• Value Analysis (Engineering): Not just slash-and-run
• Function and Value Considerations
• When to apply VA(E)
• How a VA session is organized
• Examples of Targets and Outcomes

Cost Estimating Procedure

• Preparing a square footage takeoff
• Variability of unit cost databases
• Availability of materials and labor
• Construction schedule implications
• Allowances and contingencies
• Reconciling independent estimates

Day Three

Hands-on Estimating Exercise

• General Conditions
• General Requirements
• Labor rate variations
• Estimating calculations
• Subcontractor trade costs
• Summary presentations

Change Management

• Forms
• AIA documents
  • Architect’s Supplemental Instructions (ASI)
  • Proposal Request (PR)
  • Request for Information (RFI)
  • Construction Change Directive (CCD)
  • Change Order (CO)
• Project substitutions
• Change management elements

Operations and Maintenance

• APPA maintenance
• APPA cleanliness
• APPA grounds
• Routine maintenance
• Utility consumption
• Capital maintenance
• Deferred maintenance

Financial Analysis and Codes

• Comparison of Measures
  • Simple Payback
  • Net Present Value
• Life Cycle Cost Analysis
• Green Building Guidelines
  • Life Cycle Assessment
  • Life Cycle Inventory

• Arch Currie

  Arch Currie, AIA, is a registered Architect, LEED AP BD+C, and Certified Historic Architect. His company, No Left Turn, located in Norwalk, Connecticut, consults to designers, owners, contractors, and others involved with facilities and capital programs. His practice calls upon his years of experience as Director of Project Management at Yale University, as well as leadership roles at Ellerbe Becket Architects & Engineers, Beyer Blinder Belle Architects, and Newman Architects. Arch is a graduate of the School of Architecture at McGill University in Montreal.

• Thomas Giola

  Vice President

  Tom Giola is the Vice President of Standard Builders Inc. in Newington, Connecticut, a self -performing construction management and general contracting company that specializes in occupied renovations serving the institutional, corporate and healthcare Markets. Giola has been active in the construction industry for over 35 years. He has a bachelor’s in Civil Engineering, is a LEED Accredited Professional, and is ASHE Certified in Healthcare Construction. He has managed new construction and renovation projects of all types from residential additions, public roadways, commercial buildings, retail centers and clinical renovations within active operating room suites, ranging in size to over 430,000 sq. ft. with budgets to $98 million.

• Mark Malkin

  Program Director and Teaching Faculty

  Mark P. Malkin, PE, is a program director in the Office of Interdisciplinary Professional Programs in the College of Engineering at UW-Madison. He is a registered Professional Engineer with over 25 years of experience in university facilities project management and HVAC systems design. His course offerings include HVAC, plumbing and fire protection fundamentals, building code reviews, and design and operation of science labs, data centers, museums and libraries. Mark received his bachelor's in Mechanical Engineering from Cornell University, and his MS in Mechanical Engineering from UW–Madison.

• Joe Chadwick

  Consulting Architect

  Joe Chadwick is an architect licensed in Connecticut whose current practice is involved primarily in the Northeast. He has over 35 years’ experience as a licensed Architect with ten prior years as a design-build contractor. Eighteen years were dedicated to academic facilities including contract development, procurement process management, and project management. His current professional practice involves trouble shooting during construction administration, failure remediation, building code consultation, document reviews, and the preparation of specifications. He has designed and managed academic research laboratories, historic preservation projects, and medical facilities. He received a Bachelor of Science in Architecture from Temple University and a Master’s in Architecture from Yale University.

• Lewis Finkel

  Certified Professional Estimator

  Lewis Finkel, F.C.P.E., is a Certified Professional Estimator with over 50 years of construction experience. He is President of Professional Construction Services, a company that does estimating for Architects, Facilities Managers, Municipalities and Construction Managers. Mr. Finkel graduated from Drexel University with a Bachelor of Science in Civil Engineering with a Construction Management Minor. Mr. Finkel is a past National President and a Fellow of the American Society of Professional Estimators and a past National President of the Consulting Estimators Round Table (CERT). Lew serves as a Board Member Emeritus of the Construction Institute and is a retired Adjunct Professor at Central Connecticut State University.

• Program Director

  Mark Malkin

If you are planning to attend an Interdisciplinary Professional Programs course, payment is required at the time of registration. Below are the payment options:

Pay by Credit Card

Enroll online and pay by credit card.

• Search for the course on the website and then click on the Enroll Now button from the course webpage.
• Enter all necessary course attendee information and payment information on the course enrollment page.
• You will receive an email to confirm successful enrollment and payment.

Enroll over the phone and pay by credit card.

• Call CERC Registrations at 608-262-2451.
• Provide the registrations representative with:
  • the course name, dates, and/or course number.
  • the necessary course attendee information and payment information.
• You will receive either a mailed document or an email to confirm successful enrollment payment.

Pay by Check

Mail in a completed registration form and check payable to UW Madison.

• Fill out a registration form (found either in the back of the course brochure you received in the mail or here).
• Prepare a check, made payable to UW Madison.
• Mail the registration form and check to: CERC Registrations 21 N Park St, Ste 7101 Madison, WI 53715
• You will receive either a mailed document or an email to confirm successful enrollment and payment.

Pay by Purchase Order

• Request Purchase Order information from interpro@union.wisc.edu
  • If a fee quote is needed, contact custserv@interpro.wisc.edu first
• You will receive an invoice from UW–Madison Business Services for payment, usually within 3–5 business days

Military

If using SF-182 form, please call our registration number at 608-262-2451 or email interpro@union.wisc.edu for details and instructions.

Event Cancellation

We reserve the right to cancel a course due to insufficient enrollment or unforeseen events. If we cancel a course, participants will be notified via email or phone and will be given the option for a full refund or to transfer their registration and any fees paid to another course. We are not responsible for non-refundable plane tickets, hotel reservations, and other travel related expenses. For enrollee Course Cancellation, refer to notes on course page.