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Course Outline
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