Facilities Project Budgets and Construction Cost EstimatesSee upcoming dates
Project engineers and managers in capital construction projects are responsible for preparing project schedules and budgets, and monitoring progress. Facilities operations personnel need to budget for recurring service and maintenance costs, yet there are often competing interests that make this a challenge.
Learn how to prepare a comprehensive budget, understand how contractors estimate projects, recognize the merits and concerns with various project delivery methods, manage schedule and cost changes to schedule, review plans and specifications to identify potential cost drivers, and evaluate and present cost data to upper management.
Who Should Attend?
- Owner’s project representatives
- University project managers
- Government procurement personnel
- Capital budgeting administrators
- Facilities operations supervisors
- Architects and project team members
- Mechanical and electrical engineers
- Construction managers and contractors
The June 2021 offering of this course has two attendance options, face-to-face or online. Click VIEW DETAILS under Upcoming dates for more information.
Welcome and Introduction
Facilities Project Budgets
- Components of Total Cost
- Construction cost
- Architects, engineers, and consultants
- Owner's representatives
- Internal operations
- Furniture, furnishing, and equipment (FF&E)
- Testing and abatement
- Related projects
Operations and Maintenance
- APPA maintenance
- APPA cleanliness
- APPA grounds
- Routine maintenance
- Utility consumption
- Capital maintenance
- Deferred maintenance
Project Delivery Methods
- General contractor (GC)
- Construction manager (CM)
- Guaranteed maximum price (GMP)
- Design / build
- Integrated project delivery (IPD)
- Lean construction
- Owner agreements
- Construction phasing
- Direct purchasing
- Assigned vendors
- Release of retainage
- Warranty types and duration
- Bonding and liquidated damages
Scope for Conceptual Estimates
- Size and population
- Use and hazard type
- Fit and finish
- Supporting infrastructure
- Stakeholder inclusion
- Design documentation
Construction Front-end Costs
- General conditions and general requirements
- Pre-construction investigations
- Overhead and profit
- Fees and insurance
- Payment terms / cash flow
- Contractor risk
CSI Division Breakdown
- Division 1 – General requirements
- Division 3 – Concrete
- Division 4 – Masonry
- Division 5 – Metals
- Division 6 – Carpentry
- Division 7 – Thermal and moisture protection
- Division 8 – Doors and windows
- Division 9 – Finishes
- Division 10 – Specialties
- Division 11 – Equipment
- Division 22 – Plumbing
- Division 23 – HVAC
- Division 26 – Electrical
- Division 31 – Earthwork
Plans and Specs. Review
- Design process tools
- Sample checklist overview
- Quality assurance activities
- Comparison projects and benchmarks
- AIA documents
- Architect’s supplemental instructions (ASI)
- Proposal request (PR)
- Request for information (RFI)
- Construction change directive (CCD)
- Change orders (CO)
- Project substitutions
- Change management elements
- Comparison of measures
- Simple payback
- Net present value
- Life cycle cost analysis
- Green building guidelines
- Life cycle assessment
- Life cycle inventory
- 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
"Overall a great course with something for every level of experience."
—Dean, Director of Parks and Recreation, City of Appleton, Wisconsin
"I liked all the content, especially the rule of thumb discussions and information that allows you to have discussions with contractors regarding bid, etc."
—Richard, Police Facilities Manager, City of Milwaukee, Wisconsin
"Was not expecting hearing from a GC, Arch, PM — this was very interesting hearing (sometimes differing) points of view and their specific challenges."
—Kevin, University of Illinois at Chicago, Chicago, Illinois
"Will use to look at proposals to see if enough has been budgeted for, and justify what the various costs are being applied to."
—Saeng, United States Olympic Committee, Colorado Springs, Colorado
"Sessions made me think in ways that I have not thought of in a while."
—David, Senior Design Manager, Blain Supply, Inc., Janesville, Wisconsin
"Good info. Nice to be able to ask questions and learn from others' experiences."
—Kim, Principle Engineer, Metro Transit, Roseville, Minnesota
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.
Tom Giola is the Vice President of Standard Builders Inc. in Newington, Conn., 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 P. Malkin, PE is a Program Director in the UW–Madison Department of Engineering Professional Development (EPD). He is a registered Professional Engineer with over 25 years of combined experience in university construction project management and HVAC systems design. His course offerings in the Facilities segment of EPD include HVAC and plumbing fundamentals, building and property maintenance code review, 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 master's in Mechanical Engineering from UW–Madison.
John D’Aversa is the senior estimator at Camputaro & Son Excavating, Inc. in North Branford, CT, having worked there for the past nine years. Prior to that he worked as estimator and office manager for a shotcrete company in New York on large projects that became part of the foundations of the 911 Memorial and the new towers built in lower Manhattan, and for ten years as a civil construction estimator for public and private work at O&G Industries in Connecticut on both CM proposals and hard bid projects. John graduated from Yale University, earning a B.S. of Mechanical Engineering in 1992.
Upcoming dates (1)
Jun. 8-10, 2021
Facilities Project Budgets and Construction Cost Estimates
Location: Madison, WI
Course #: RA01548-U442
This course has two attendance options, face-to-face or online.
Face-to-face attendance fee ($1,395) includes morning and afternoon breaks, scheduled lunches, and course materials.
Online attendance fee ($1,195) includes live online instruction and PDF course materials to download.
- CEU: 1.8
- LU: 18
- PDH: 18
Face-to-Face Attendance Option
Registration begins at 8:30 AM Central Time on June 8, 2021
In person instruction from 9:00 AM-4:00 PM Central Time on June 8-10, 2021
Online Attendance Option
Log into web conference at 8:30 AM Central Time
Online instruction from 9:00 AM-4:00 PM Central Time on June 8-10, 2021
Instructor(s)Arch Currie, John D'Aversa, Thomas Giola, Mark Malkin
If you cannot attend, please notify us no later than one week before your course begins, and we will refund your fee. Cancellations received after this date and no-shows are subject to a $150 administrative fee. You may enroll a substitute at any time before the course starts.
Facilities Project Budgets and Construction Cost EstimatesCourse #: RA01548
Facilities Project Budgets and Construction Cost EstimatesDate: Tue. June 04, 2019 – Wed. June 05, 2019