Agenda

Registration:                        8:00 – 8:30 am

Morning Session:                8:30 am – 12:00 pm

Lunch (On your own):         12:00 – 1:00 pm

Afternoon Session:             1:00 – 4:30 pm

Understanding & Evaluating Construction Cost Estimates
 Introduction
How Do You Know?

   Time spent on summary & analysis 
   Estimate summary
   Level 5 estimating analysis 
   Keep asking “why?” or “how do you know?” 
   Show your work! 
   Case study

Detailed Analysis

   Thinking scientifically
   Estimating errors
   Estimating basics
   Labor 
   Indirect construction costs
   Other project costs
   If you can’t explain it simply…

Burden

   What’s burden include? 
   Burden calculations 
   Why do we care?
   Fun with numbers

Match Game

   Analyzing multiple estimates
   A sensible list
   “Normalizing” 
   Case study

Xactimate

   Insurance industry standards
   Pros 
   Cons 
   PFCS position

Budgeting & Estimating for Construction, Maintenance, Repairs & Claims
Order of Magnitude (PFCS Level 1)

   Case study: Otto’s outhouse 
   10 steps: level 1 
   Case study: multi-family residential 
   Case study: commercial
   Case study: your room using Uniformat

Putting It All Together

   10-steps summary 
   5 levels – 10 steps 
   Decide on the level of detail 
   A sensible list 
   Estimate set-up 
   Relating the parts 
   Resources Estimate backup

Conceptual & Preliminary (PFCS Levels 2-3)

   10 steps: level 2, level 3
   Construction cost flow chart
   Using the estimate components
   Estimate details 
   Quantity take off (QTO) 
   Case study: Otto’s outhouse

Detailed & Bid/Construction/Trial (PFCS Levels 4-5)

   10 steps: level 4, level 5 
   Detailed estimating 
   Refine the estimate: many passes
   Peer review Case study: Thompson gardens
   Case study: Cuban’s manor

Conclusion

   Estimating is a skill and profession 
   Estimator certification 
   Learning objectives 
   Back-up material 
   Homework

Credits

Architects
     6.5 HSW CE Hours (CEH)
     6.5 AIA HSW Learning Units

Professional Engineers
     6.5 PDHs

Contractors
     6.5 Commercial CE Hours

Continuing Education Credit Information

This seminar is open to the public and offers 6.5 HSW continuing education hours to architects and 6.5 PDHs to professional engineers in all states. This seminar also offers 6.5 continuing education hours to Oregon commercial contractors. Educators and courses are not subject to preapproval in Oregon.

This seminar is approved by the American Institute of Architects for 6.5 HSW Learning Units (Sponsor No. J885). Only full attendance can be reported to the AIA/CES.

HalfMoon Education is an approved continuing education sponsor for engineers in Florida, Indiana (License No. CE21700059), Maryland, New Jersey (Approval No. 24GP00000700), New York (NYSED Sponsor No. 35), North Carolina, and North Dakota. HalfMoon Education is an approved Florida architect continuing education provider and is deemed an approved continuing education sponsor for New York architects.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers

Pete Fowler

Pete Fowler Construction Services, Inc. (PFCS)

Professional Cost Estimator, Pete Fowler Construction Services, Inc.
Mr. Fowler is a construction consultant, professional cost estimator, and president of Pete Fowler Construction Services, Inc. (PFCS), a licensed general building contractor in California and Oregon. He received a B.S. degree in Construction Management from California State University, Chico. He has held certifications from AAMA, ASPE, ICBO, and others. Mr. Fowler has published articles in national magazines, and has been invited to speak by the most important groups in the building industry (AAMA, APRA, ASPE, ASTM, BETEC, CAI, ICC, NIBS, RCI, etc.). He also has experience with successful expert witness testimony, including in Federal Court.

Ron Svarc

Accurate Consultant Services, LLC

Professional Cost Estimator, Accurate Consultant Services, LLC
Mr. Svarc has over 45 years of construction estimating and management experience in all types of residential, public, government, and commercial construction technology. As a chief and senior estimator, Mr. Svarc has estimated projects from $30,000 to $365,000,000 in the areas of residential, industrial, and commercial buildings; private and public works; churches; theme parks; reservoirs; schools; hospitals; medical office buildings; multi-use family dwellings; hotels; resorts; fire damage and athletic fields. As a designated expert with specialized expertise in construction, cost estimating, project management and scheduling, he provides unique qualifications for the analysis and interpretation of in-situ conditions and standard of care criteria. Additionally, Mr. Svarc prepares investigative protocols for existing conditions analysis, intent of design documents and subjective application of local building ordinances, as well as national building code criteria. As a construction management professional, he has a working knowledge of building component performance based on building type, systems interface criteria, and failure diagnosis. Mr. Svarc is proficient in all types of construction scheduling, including the critical path method and fast track scheduling. Mr. Svarc has background and experience in forensic analysis, preparation of repair methodologies and recommendations, and also the cost of repair associated with remediation of construction defects. He prepares detailed technical analysis of findings, interpretation of existing conditions, and develops appropriate repair scopes and estimates.

Michael Villalba

Pete Fowler Construction Services, Inc.

Construction Consultant, Pete Fowler Construction Services, Inc.
Mr. Villalba is an expert construction consultant and cost estimator with experience in virtually every role in the contracting and building industry including laborer, carpenter, superintendent, project manager, estimator, quality control inspector, operations manager, and owner of a general building contracting firm. His experience is wide and deep with project types including single-family residences, multi-family projects, mixed-use developments, and commercial, institutional, industrial, low-rise, mid-rise and high-rise construction. Mr. Villalba serves clients who are property owners and managers, developers and contractors, product manufacturers and suppliers, insurers and lawyers.