csu facilities management institute 2015 training program · learning outcomes: (1) the steps...

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

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

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


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


Brad WellsAssociate Vice Chancellor,

Business and [email protected]

(562) 951-4600

Barbara QueenUniversity Architect


Robert J. QuirkFacilities Operations Consultant


Vi San JuanAssistant Vice Chancellor, Capital Planning, Design

and [email protected]

(562) 951-4090

Ben MoralesLand Title Program Manager


James MorganCAD/GIS Land Record Coordinator


Barbara NicholsonPrincipal Construction

Program [email protected]

(562) 951-4117

Shawn HollandChief of Facilities Operations


Jay JeffersonConstruction Manager


Tom KennedyChief of Architecture

and [email protected]

(562) 951-4129

Eric ChanAssociate University Planner


Mike ClemsonEnergy and Sustainability

Program [email protected]

(562) 951-4291

Nancy Freelander-PaiceDirector of Capital Programs

[email protected] (562) 951-4087

csu facilities management institute 2015 training program · learning outcomes: (1) the steps...

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