Offered in partnership with:
COAA Owner Training Institute Trilogy:
Design Process Management, Cost Management & Project Closeout
January 14-16, 2019*
8:00am - 5:00pm
OMNI Fort Worth Hotel, Fort Worth, TX
Tuition: $595 per course offering; $1,350 for all three offerings
* These sessions are offered one each day or all three as a bundle package.
NOTE: Participants will be offered breakfast, morning refreshment break, lunch and afternoon refreshment break.
NOTE: Particpants are encouraged to register for Emerging and Leading Strategies for Funding Facilites Stewardship in an Age of Accelerating and Transformational Change on Thursday, January 17, 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 offerings this January:
Design Process Management
January 14, 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.
January 15, 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 close out 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.
January 16, 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 close out 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 close out including prompt punch list completion, complete O&M manuals and efficient financial closeout.
- How to deal with elements of close out 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.
Don B. Bush, Skidmore, Owings & Merrill LLP
Don has spent over 22 years engaged in the creation of environments for many building types but with a focus on science learning and research facilities at diverse institutions of higher education and government agencies. His expertise in the design of science facilities emerged from working closely with leading national laboratory planners on projects early in his career. While first and foremost an architect, Don served as the in-house laboratory planner during his years at Cooper Carry Associates, leading programming, planning and construction administration on projects from inception through closeout, including complex renovations and additions to occupied facilities with significant infrastructure replacement. At Smith Carter Architects, Don was a leader of the higher education market sector, developing the practice focused on undergraduate learning as well as advanced research projects. Prior to joining SOM, Don lead the science and technology practice at Lord Aeck Sargent, managing a diverse team of laboratory planners and architects on many project types, with a focus on both STEM education and research. At Skidmore, Owings & Merrill, Don is an Associate Director working in the Health, Science, and Education practice areas. He is involved at all stages of projects from proposal to close out. Don has served as a reviewer for NIH grant applications and has supported institutions in the successful pursuit of NIH and NSF grants. He has also worked on both intramural and extramural projects associated with funding from the NIH and the NSF and understands the importance and complexity of creating science environments that meet the specifications required by or modeled on these agencies guidelines. He is committed to the creation of research and education environments that advance scientific discovery. In addition to COAA, he is engaged in organizations such as SCUP, ABSA, and AALAS that promote integrated planning and technologically sophisticated environments that advance the mission of his clients.
Terry Cook, University of Maryland, Baltimore County (UMBC)
Terry Cook currently serves as the Senior Associate Vice President of Administrative Services, University of Maryland Baltimore County (UMBC) with responsibilities for facilities management, procurement, environmental health & safety, management advisory services, bookstore, food services, campus card, mail services, Columbus Center research facility, and real property. Previously, she served as Senior Associate Vice President at the University of Maryland University College (UMUC) and spent 15+ years at the University of Maryland, Baltimore (UMB) with positions in both Facilities Management and Procurement. As UMBâ€™s Director of Architecture, Engineering & Construction, she had responsibility for an annual construction volume of $100M with services provided to five (5) University System of Maryland institutions in the Baltimore area. Prior to this, Ms. Cook spent 8 years as the Director of Planning, Project Management and Purchasing for a mechanical contractor located in New Hampshire. She has two (2) Masterâ€™s Degrees from Loyola University in New Orleans and Boston College. She has 30 years of experience in the construction industry in the areas of planning, project management, purchasing and administration. She also served as President of the COAA for two terms.
Dan Drennan, Corgan Associates
Dan is a Principal with Corgan, an international architecture and interior design firm with offices in Dallas, Phoenix, Las Angeles, Houston, New York, Beijing and Dubai. Consistently ranked as one of the largest architectural firms in the US, Corganâ€™s market sectors focus on Higher Education, Critical Facilities Architecture, K-12, Aviation, Corporate Architecture, Interior Design, Healthcare and 3D Visualization Arts (Corgan MediaLab). Dan joined Corgan in 1989 and was promoted to Principal in 2014. Dan is now a studio principal in Corganâ€™s Critical Facilities Architecture Group, today ranked the #1 data center architectural group in the US with major mission critical projects for Citigroup, UBS, HP, Discover, Wells Fargo, Target, Cisco Systems, Blue Cross, Experian, Bank of America, the New York Stock Exchange, Apple Computer, Digital Realty, Nationwide, United Healthgroup, CyrusOne, T5 Data Centers, China Construction Bank, Stream Data Centers, Savvis, Intuit, QTS, Sentinel, TJX, Eaton, Partners Healthcare, JP MorganChase, Cloudsite/China, IBM, Research in Motion, multiple confidential clients and many others. Dan is a graduate of University of Oklahoma with a Bachelor of Science in Engineering and a Texas A&M University with a Masters in Architecture.
Howie Ferguson, COAA
Howie began serving as Executive Director of COAA on August 1, 2018. Prior to that he spent approximately 28 years as an institutional owner, including 19 years at the University of Florida as a Senior Project Manager and Assistant Director in UF's division of Planning Design & Construction. From 1999 through July 2018, Ferguson managed the planning/programming, design, and construction of more than $400 million worth of capital improvement projects. He also served as the lead for internal training and was instrumental in the University's effort to continuously improve its project management and delivery processes and documents. A native of Pensacola, Ferguson graduated from UF with a bachelorâ€™s degree in civil engineering in May 1990. Upon commissioning at Officer Candidate School in Newport, RI, he spent the ensuing nine years as a U.S. Naval Civil Engineer Corp Officer. Along with facilities and construction management tours in Portsmouth, NH, and Kings Bay, GA, he deployed with the Navy Seabees to Guam, Oman, Qatar, United Arab Emirates, and Rota, Spain, and returned to UF to earn a Master's in Engineering (Construction Management). Howie is a registered Professional Engineer in the state of Florida. He is married to the former Alice Ann Woolf (also from Pensacola) and is the proud father of two daughters, Blythe and Brooke.
Todd Hayes, Holder Construction
Hayes is a Senior Project Manager with Holder Construction Company, a national construction management firm with experience in 40 states and offices in Atlanta, Charlotte, Dallas, Denver, Phoenix, San Jose, and Washington, D.C. Holder is consistently ranked by ENR as one of the nation's leading contractors in Construction Management. Hayes has 13 years of experience providing Preconstruction and Construction Services with Holder Construction. Hayes has managed projects at Emory University, University of Maryland, Bowie State University, College of Charleston, and the University of Georgia. He most recently completed a $200M public-private partnership project for the City of Sandy Springs, Georgia; which included a City Hall office building, 4-acre park, and 1,100 seat performing arts center. Hayes received his BS in Management and a minor in Land Development at the Georgia Institute of Technology.
Mike Kenig, Holder Construction
Michael is Vice Chairman of Holder Construction Company, a national, commercial construction services firm with offices in Phoenix, Atlanta, Texas, Charlotte, NC and Washington DC. Holder is consistently ranked by ENR as one of the nation's leading contractors in Construction Management, General Construction, and Design-Build. For the last 8 years, Holder has been ranked as one of the top medium-sized companies in America to work for by the Great Place to Work Institute. Michael is recognized for his expertise in project delivery systems and has been involved in numerous initiatives including AGCâ€™s Project Delivery Systems textbook. Based on this textbook, he teaches a graduate course on â€œIntegrated Project Delivery Systemsâ€� at Georgia Tech. He also serves as a member of Owners groups including both COAA (Construction Ownerâ€™s Association of America), on their Program and Education committee. He has presented to numerous industry groups about project delivery and Building Information Building (BIM). Michael has also authored several articles on the subject of project delivery, teamwork and collaboration. Michael served on AGC of Americaâ€™s Executive Board and chairs the Building Division. He is the past chair of AGCâ€™s Build Division and Project Delivery Committee, is currently the chair of the PIAC (Private Industry Advisory Council), and serves on the AIA/AGC Joint Committee. He is an active member of the National Association of State Facilities Administrators (NASFA) and co-chairs their Industry Liaison Committee as well. Michael in addition to teaching the graduate course on Project Delivery at Georgia Tech and also serves on an advisory board at Purdue University.
Rachel Prinkey, Penn State University
Rachel Prinkey is a Design and Construction Project Manager for The Pennsylvania State University. Her responsibilities include creating project cultures that balance department strategic goals, project risk, operational continuity, total cost of ownership, and PSU mission. Rachel assembles and coordinates teams through the project development process, guiding them from master planning, thru construction, to occupancy. Programs under her purview range considerably in size and scope. This provides her a well-rounded perspective on managing project details, customer interaction, operations coordination, and strategic communication with executive administration. She graduated with a Bachelor of Science in Architectural Engineering from Kansas State University and is a registered Professional Engineer. She worked as an MEP consultant for multiples years in Houston, TX before relocating to central Pennsylvania. Rachel moved to the ownerâ€™s representation side of the table more than ten years ago and actively participates in the Construction Owners Association of America (COAA) as a committee member and speaker.
Cathy Roche, LEED AP is a Project Designer at SchenkelShultz architectural firm in Orlando, FL. She holds a Bachelor of Arts in Design and a Master of Architecture from the University of Florida. She has earned numerous awards including AIA-Orlando, Award of Merit for Lake County Middle School "DD" 2007, University of Florida School of Architecture, Young Architects Design Award, 2001 and the AIA, Henry Adams Gold Medal for Design Excellence, 1994. For nearly twenty-five years, Cathy's professional career has focused on formulating design concepts for various project types. She is often referred to as the "craftsman" because of her unique ability to integrate design and technical disciplines of the profession into one. Cathy's unwavering commitment to the design process has resulted in continued project successes, respect from her peers and a high level of satisfaction among her clients.