EACUBO Annual Meeting Post-Conference Workshop: Building a Foundation for a Successful Capital Project
September 29, 2004
NYC
Presenters: Jim Constantin, Scott Sears (bios below)
8:30 Greetings/Introductions
8:45 Capital Project Process Overview (Jim/Scott)
Presentation of Developmental Milestones Timeline and walk through considerations at each successive stage (master planning, feasibility, planning, design, bid, construction, close-out, and post-occupancy evaluation).
9:15 Industry Expert Speaker Presentations (Speakers + Scott/Jim)
Finance, Programming & Design, Construction Administration
In this portion of the morning, we propose that each speaker (or team of speakers) has a 30 minute presentation/question & answer period during which they will speak on their topic for 15 minutes and then, assuming there is a fourth presenter whom is a representative of a facility owner (i.e., Dormitory Authority), this person will ask a few engaging questions and the presenter will respond. Questions will then be opened up to the participants for another 5-10 minutes. This scenario will be repeated three times, once for each topical expert. After all three presenters have concluded, there will be an open panel period during which participants can ask questions and panelists will respond. A summary of the presentations and panel discussion will wrap-up the main activity of the morning. Prior to the lunch break, participants will be encouraged to network over lunch based on their shared interests as stated on the participant profiles handed in at registration. A break will be included mid-way through the morning.
12:00 LUNCH
1:00 Managing Your Capital Project: Participant Scenarios (Jim/Scott + Speakers)
The afternoon will be devoted to participants working on the development of mock capital projects. Referencing the morning overview presentation, distinct fact patterns for two different project types (private and public) will be distributed to separate participant groups. Groups will be asked to conduct their project’s development process in three distinct phases (Initiation/Finance, Programming & Design, and Construction). Allotting approximately 45 minutes to each stage, the facilitators will conduct a stop-action learning process whereby groups share their thinking at the completion of each successive stage. Together with the panel of experts, the facilitators will assist participants in addressing questions that have arisen and comparing learning across the different project types and conditions. A break will be included at an appropriate time.
3:30 Panel/Wrap-Up: Lessons Learned (Jim/Scott + Speakers)
To complete the day’s learning experience, the panel of experts will reconvene and participants will be encouraged to share their insights and experiences, ask questions of one another and the panel, and reflect on how they can use this workshop and the session workbook when they return home.
4:00 Adjourn
Presenter Biographical Sketches:
Jim Constantin, R.A. is a Project Manager within the Division of Facilities Services at Cornell University. Formally trained as an architect, he has worked on a wide range of building types with equally diverse project delivery methods. Methods have included fast tracked projects, guaranteed not-to-exceed, multiple prime contracts, construction managed projects, and the traditional single General Contractor delivery method. In past years he has worked with a broad client base including private developers, corporations, the military, nonprofit organizations and higher education.
Jim currently works within Cornell’s Maintenance Management organization and is developing the “Preservation Through Maintenance” program. Other initiatives include developing a holistic, master plan approach to allow incremental capital renewal within facilities. For this initiative, consensus-based facility designs will be web-hosted to allow stakeholder access and promote communication, stewardship, and fiscal responsibility.
Scott Sears, M.A. is a Senior Extension Associate at Cornell University''s School of Industrial and Labor Relations. Scott has extensive experience both as a project manager, space planner, and designer in the architectural construction industry, and as a trainer and facilitator for collaborative change and leadership development in organizational, business, and local governmental settings. As an adult educator and trainer, Scott focuses on participant-situated learning in organizational and group settings. Some of his recent consulting activities relate to construction industry leadership development, new facility owner/user group program development, higher education curriculum design, organizational conflict management systems, and manufacturing industry-community dispute resolution. Scott holds a Master of Arts in Conflict Resolution.
