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2015 Training ProgramCSU Facilities Management Institute
101
9:00 A.M. – 5:00 P.M. (TUESDAY)8:30 A.M. – 3:00 P.M. (WEDNESDAY)HOTEL MAYA, LONG BEACH
SEPTEMBER 22-23, 2015
CSU Facilities Management Institute
Capital Planning, Design and Construction
CSU Office of the Chancellor
PRESENTED BY
Tuesday, September 22 Training: 9:00 am – 5:00 pm Welcome / Warm-up ---------------------------------------------- Vi San Juan + Nancy Freelander-Paice
This is the CSU / Governance / CSU Office of the Chancellor ----------------------------Brad Wells
10:15 AM – 10:30 AM -----------------------------------------------------------------------------------------------------------Break
Campus Master Planning ----------------------------------------------------------------------------------Steven Lohr
Land Analysis and Resources --------------------------------------------------------------------------Ben Morales
Property Acquisition ---------------------------------------------------------------- Steven Lohr + Ben Morales
Program Development -------------------------------------------------------------------------- Larry Piper + Team
12:30 PM – 1:30 PM ------------------------------------------------------------------------------------------------------------- Lunch
Master Planning Activity ----------------------------------------------------------------------- Larry Piper + Team
Pre-Design --------------------------------------------------------------------------- Tom Kennedy + Jay Jefferson
3:30 PM – 3:45 PM ----------------------------------------------------------------------------------------------------------------Break
Design Phase ---------------------------------------------------------------------Tom Kennedy + Barbara Queen
5:30 PM – 8:00 PM------------------------------------------------------------------------------------------- Reception / Dinner
Wednesday, September 23 Training: 8:30 am – 3:00 pm Recap Day 1 – Expectations Check / Today’s Agenda ------------------------- Vi San Juan + Team
Delegation of Capital Authority ----------------------------------------------------------------------- Jim Hoffman
Construction -------------------------------------------------------------------------------------- Jim Hoffman + Team
10:00 AM – 10:15 AM -----------------------------------------------------------------------------------------------------------Break
Operations --------------------------------------------------------------------------------------Shawn Holland + Team
Energy & Utilities -------------------------------------------------------------------Mike Clemson + Vi San Juan
Executive Resources ----------------------------------------------------------------------Nancy Freelander-Paice
12:30 PM – 1:30 PM ------------------------------------------------------------------------------------------------------------- Lunch
Jumpin Jeopardy ------------------------------------------------------------------------------------------- Jay Jefferson
Certificates of Participation
Debrief expectations / Q&A
AGENDACPDC 101
Learning outcomes:
(1) Become familiar with the Donahoe Higher Education Act and be able to differentiate the missions of the University of California, the California State University and the California Community Colleges.
(2) Become familiar with the statutory and regulatory framework in which the CSU operates and be able to locate online sources for California Statutes and the California Code of Regulations.
(3) Be able to identify Board of Trustees Resolutions and Executive Orders and locate online copies of these documents.
Presenter:
• Brad Wells, Associate Vice Chancellor, Business and Finance
THIS IS THE CSU / GOVERNANCE / CSU OFFICE OF THE CHANCELLOR
CPDC 101
CPDC 101
CPDC 101
CPDC 101
CPDC 101
CAMPUS MASTER PLANNING
Learning outcomes:
(1) University academic plans and strategic plans form the foundation for the future development of campus facilities.
(2) The campus master plan provides a framework to guide the physical development of the college and ensures that future development decisions reflect academic purposes and priorities.
(3) The campus master plan informs the need, type and variety of capital development projects to be implemented through the CSU capital program.
(4) The campus master plan is a living document, which will be periodically updated to reflect changes in academic plans, strategic plans or pedagogy.
LAND ANALYSIS AND RESOURCES
Learning outcomes:
(1) Awareness of available information (and its location) on land records.
PROPERTY ACQUISITION
Learning outcomes:
(1) The authority of CSU regarding land acquisition and management.
(2) What is the acquisition process?
(3) There are due diligence requirements associated with land acquisition.
Presenters:
• Steven Lohr, Chief of Land Use Planning and Environmental Review
• Ben Morales, Land Title Program Manager
PROGRAM DEVELOPMENT
Learning outcomes:
(1) The role of the CPDC Facilities Planning unit in the development, evaluation, prioritization and support of campus capital facilities programs.
(2) The steps to the development of a capital program, including those common to all projects and the specialized tracks for academic and self-support type projects.
(3) The process by which the program scope, schedule and budget are determined for capital projects and the process of prioritizing projects and achieving necessary approvals to proceed to design.
(4) CPDC’s role in supporting and refining capital projects for approval by the Board of Trustees.
(5) Importance of understanding project funding type to leverage available funds for capital projects.
(6) Tracking project financials and types of project work drives future capital programs and budget requests.
MASTER PLANNING ACTIVITY
Learning outcomes:
(1) This activity will engage participants in a hands-on exercise in which they assemble a campus master plan to provide a framework to guide the physical development of a new campus.
(2) Through a participatory group process, they will learn to develop a plan which supports an academic program and conforms to typical CSU guidelines and constraints as presented in the preceding training sections.
Presenters:• Larry Piper, Chief of Facilities Planning
• Eric Chan, Associate University Planner
• Nancy Freelander-Paice, Director of Capital Programs
• Meaghan Smith, Principal University Planner/Project Manager
• Theresa Tsik, Associate Facility Planner
PRE-DESIGN / DESIGN PHASE
Learning outcomes:
(1) The steps necessary to move a project from program concept to construction ready.
(2) The CO and campus roles, and their interactions during the design process.
(3) The various design agreement types; when to use and what it takes to execute them.
(4) The services and support the CO provides during design.
Presenters:
• Tom Kennedy, Chief of Architecture and Engineering
• Jay Jefferson, Construction Manager
• Barbara Queen, University Architect
DELEGATION OF CAPITAL AUTHORITY
Learning outcomes:
(1) Campuses are delegated by the trustees to plan and build capital outlay projects.
(2) The Certification Review Board monitors campus capital project performance, with a goal to mitigate systemwide risk.
(3) Four primary methods for CPDC to understand and learn from campus projects.
CONSTRUCTION
Learning outcomes:
(1) Construction Management is a campus resource across the broad range of project development and management.
(2) Resources available to support the CSU construction management process.
(3) Relationships are critical to successful construction projects.
(4) Stewardship of the CSU’s interest is paramount in construction.
(5) Construction Management disseminates techniques to mitigate risk to the CSU and campuses.
Presenters:
• Jim Hoffman, Chief of Construction Management
• Teri Carr, Prequalification Coordinator
• Jay Jefferson, Construction Manager
• Barbara Nicholson, Principal Construction Program Manager
OPERATIONS
Learning outcomes:
(1) Identify who is part of the campus Facilities Management team.
(2) Identify the role of Facilities Management on campus.
(3) Identify how the Chancellor’s Office supports campus Facilities Management.
Presenters:
• Shawn Holland, Chief of Facilities Operations
• Robert J. Quirk, Facilities Operations Consultant
ENERGY & UTILITIES
Learning outcomes:
(1) Understand program support for energy and utilities provided by CO.
(2) Identify goals and policies applicable to campus.
(3) Identify types of energy and utility projects.
(4) Role of CO and Campus in energy procurement.
Presenters:
• Vi San Juan, Assistant Vice Chancellor, Capital Planning, Design and Construction
• Mike Clemson, Energy and Sustainability Program Analyst
EXECUTIVE RESOURCES
Learning outcomes:
(1) CPDC supports campuses via legislative advocacy and professional development opportunities.
Presenter:
• Nancy Freelander-Paice, Director of Capital Programs
CPDC 101
CPDC 101
CPDC 101
CPDC 101
CPDC 101
A/E Architect/Engineer
APDB Academic Planning Database
APPA APPA
ASF Assignable Square Feet
AVC Assistant Vice Chancellor
AVP Associate Vice President
BOT Board of Trustees
BRIP Builders Risk Insurance Program
BTU British thermal units
CALL Campus as a Living Lab
CASp Certified Access Specialist
CBA Collective Bargaining Agreement
CCF Centum Cubic Feet (one hundred cubic feet)
CDB Collaborative Design Build
CDBO Campus Deputy Building Official
CEQA California Environmental Quality Act
CFS Common Financial System
CM Construction Management in CPDC
CMAR Construction Manager at Risk
CO Chancellor’s Office
COBCP Capital Outlay Budget Change Proposal
COR Change Order Request
CPBG Campus Planning, Buildings and
Grounds (BOT committee)
CPDC Capital Planning, Design and Construction
CRV Current Replacement Value
CSCR California State Contracts Register
CSU California State University
Cx Commissioning
DA Direct Access
DB Design-Build
DBB Design-Bid-Build
DD Design Development
DFO Director of Facilities Operations
DIR Department of Industrial Relations
DOF Department of Finance
DSA Division of the State Architect
DVBE Disabled Veterans Business Enterprise
E&O Errors and Omissions
EFO Executive Facilities Officer
EIR Environmental Impact Report
EO Executive Order
F&T Financing and Treasury
FIRMS Financial Information Record Management System
FM Facilities Management
FPI Facilities Performance Indicators
FRRM Facilities Replacement and Renewal Model
FTE Full Time Equivalent
GMP Guaranteed Maximum Price
GSF Gross Square Feet
HVAC Heating, Ventilation and Air Conditioning
IOR Inspector of Record
JOC Job Order Contract
kWh Kilowatt-Hour, a measure of electrical energy,
equal to 3,412 BTU
LD Liquidated Damages
LRIS Land Records Information System
LRDB Land Records Database
LUPER Land Use Planning and Environmental Review
MBCx Monitoring Based Commissioning
MEA Master Enabling Agreement
MEP Mechanical, Electrical, Plumbing
MOU Memorandum of Understanding
MP Master Plan
MRB Mechanical Review Board
ACRONYMS
ACRONYMS
MSA Master Service Agreement
MYP Multiyear Projection
NOC Notice of Completion
NTE Notice to Exceed
NTP Notice to Proceed
OCIP Owner Controlled Insurance Program
OPPI Owner’s Protective Professional Indemnity
OSFM Office of State Fire Marshal
PCC Public Contract Code
PPP(P3) Public/Private Partnership
PPR Project Performance Report
PQ Prequalification
PV Solar Photovoltaics
RFI Request for Information
RFP Request for Proposals
RFQ Request for Qualifications
ROM Rough Order of Magnitude
SFDB Space and Facilities Database
SFM State Fire Marshal
SRB Seismic Review Board
SRB CSU Systemwide Revenue Bond Program
SUAM State University Administrative Manual
TDM Transportation Demand Management
Therm Unit of heat energy equal to 100,000 BTU
TO-CA Task Order-Construction Agreements
TOSA Task Order Service Agreements
UON Unless Otherwise Noted
YRO Year-Round Operations
Teri CarrPrequalification Coordinator
[email protected](562) 951-4114
Jim HoffmanChief of Construction Management
[email protected](562) 951-4135
Steven LohrChief of Land Use Planning and
Environmental [email protected]
(562) 941-4120
Larry PiperChief of Facilities Planning
[email protected] (562) 951-4106
Meaghan C. SmithPrincipal University Planner/
Project [email protected]
(562) 951-4102
Theresa TsikAssociate Facility Planner
[email protected](562) 951-4159
Brad WellsAssociate Vice Chancellor,
Business and [email protected]
(562) 951-4600
Barbara QueenUniversity Architect
[email protected](562) 951-4131
Robert J. QuirkFacilities Operations Consultant
[email protected](562) 577-2506
Vi San JuanAssistant Vice Chancellor, Capital Planning, Design
(562) 951-4090
Ben MoralesLand Title Program Manager
[email protected](562) 951-4148
James MorganCAD/GIS Land Record Coordinator
[email protected](562) 951-4086
Barbara NicholsonPrincipal Construction
Program [email protected]
(562) 951-4117
Shawn HollandChief of Facilities Operations
[email protected](562) 951-4634
Jay JeffersonConstruction Manager
[email protected](562) 951-4115
Tom KennedyChief of Architecture
(562) 951-4129
Eric ChanAssociate University Planner
[email protected](562) 951-4109
Mike ClemsonEnergy and Sustainability
Program [email protected]
(562) 951-4291
Nancy Freelander-PaiceDirector of Capital Programs
[email protected] (562) 951-4087