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COAA Owner Training Institute Trilogy: Design Process Management, Cost Management & Project Closeout

APPA's Continuous Learning Series Banner

September 9 – 11, 2019
8:00am – 4:30pm
Sheraton Music City Hotel
Tuition: $595 per course offering; $1,350 for all three offerings
* One session is offered each day over three days or all three as a bundled package.*
Each course provides 8 hours of AIA approved CEU’s.
NOTE: Participants will be offered breakfast, morning refreshment break, lunch and afternoon refreshment break daily. 
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REGISTRATION WILL BEGIN ON JUNE 3, 2019

Geared to the higher education project managers and owner’s representatives, the three courses provide in-depth training on the critical areas of design process management, cost management and project closeout. In partnership between APPA and COAA, the following programming will be offered this January:


Design Process Management 
September 9, 2019
8:00am – 5:00pm 
In this one-day course, you will learn why Owners must manage the design process and discover proven techniques for doing so. Learn how to keep the design on schedule and achieve a project that you can construct within your budget, while mastering the delicate process of satisfying your stakeholders. See the design process from the designer’s perspective … understand what the design team needs from you … and hear strategies for how to lead your project team through a successful design. The course is interactive with group exercises and real life project examples providing insights that illustrate best practices. The course is conducted by COAA’s signature experienced 3-person team of instructors led by an experienced Owner, joined by an architect and contractor. Click here for specific content outline. 

Cost Management
September 10, 2019
8:00am – 5:00pm 
Owners’ project managers will learn both best practices in the development of the project budget and strategies for maintaining the budget. Topics include methods for designing to the budget, defining and managing contingencies, value management, use of allowances and alternates, change order management and the financial closeout of the project. The course is interactive with group exercises and real life project examples providing insights that illustrate best practices. The course is conducted by COAA’s signature experienced 3-person team of instructors led by an experienced Owner, joined by an architect and contractor. Click here for specific content outline. 

Project Closeout
September 11, 2019
8:00am – 5:00pm 
Owners’ project managers will learn how planning, teamwork, and effective management are keys to successful closeout. Specific, proven tools and strategies will be shared in this one-day session including:


– Why one starts the closeout process at the beginning of the project
– How and when building commissioning should really start
– Differences in project closeout based on project size (under $100K, under $1M and over $1M)
– Tools to employ to streamline closeout including prompt punch list completion, complete O&M manuals and efficient financial closeout
– How to deal with elements of closeout associated with non-construction vendors (i.e. furniture, moving, telecom, etc.)


The course is interactive with group exercises and real life project examples providing insights that illustrate best practices. The course is conducted by COAA’s signature experienced 3-person team of instructors led by an experienced Owner, joined by an architect and contractor. Click here for specific content outline.