the association for the advancement of cost engineering

North Florida Section

     Current Meetings

             2016-2017

     

Meetings Archived Meetings: 2015-2016

Regular meetings held on second Thursdays, except during summer months, unless otherwise noted.  Everyone is welcome, membership is not required.

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Advancement of Cost Engineering, Inc.  All rights reserved.

September 8th, 2016 Section Meeting

ProgramSuccessful Projects and Programs: Defining, Measuring, and Challenges, with speaker Dr. Saleh Mubarak, PhD, Project Management Consultant.

What is project success? How do we measure it? Is it the same for all project participants? What are the steps or measures we can take to improve our chances for success? How much does success depend on luck?   Most construction management professionals focus on “Did I finish the project on/under budget?” and “Did I finish the project on/ahead of schedule?” only.  In reality, even though these questions are important, there is more for project success than just cost and time.

 

There are many questions we must ask ourselves before and after each construction project. Project success comes only from successful planning and execution. It starts with defining the goal, creating a detailed plan for execution, and then monitoring the execution.  This presentation may not answer all questions, but at least it will raise awareness about this important topic. The presentation also sheds light on success in life.  Could I achieve success in one aspect of my life at the expense of other aspects? How do you attain success in life?

SpeakerDr. Saleh Mubarak, PhD, Project Management Consultant.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 











PMA Consultants, LLC, Orlando, FL, 6:30 p.m.  Optional dinners at $10.00 per person with advance reservations.  Webinar  attendance also availableEveryone is welcomeInvite your friends, colleagues, or anyone who may be interested.  For questions or to register, e-mail meetings@nflaace.org.

Independent consultant, author, public speaker, and trainer.  B.S., M.S., and Ph.D. in civil engineering, specialized in Construction Management.  Experience: Over 26 years diversified.  Industrial (14 years): private and public sector, in the U.S. and overseas. Positions occupied include project engineer / manager, cost estimator, planner / scheduler, project controls manager, cost manager, training manager.  Academic (12 years full-time + 8 years part-time): faculty member / professor, head of department. Taught and created many courses; mostly in the general area of construction project management such as project planning, scheduling, and controls; and cost estimating. Conducted research and published / presented many papers. Also, served on numerous committees and performed a variety of community services.

 

Extensive experience in continuing education and professional training around the world. Topics are mainly technical but also include many soft skills seminars.  Numerous presentations in professional conferences such as PMI-College of Scheduling, PMI, AACE International, Primavera Users Conference. Also, a public speaker in many local, regional, and international events.  An authority on project planning, scheduling, and project control; was part of the PMI team that wrote the first Project Scheduling certification exam in 2007.

 

Author of: Construction Project Scheduling and Control (currently 3rd edition); How to Estimate with Means Data: Basic Skills for Building Construction (currently 4th edition); Many articles, technical and other.  An advocate of holistic healthy living and sports, and a featured speaker at the 2016 Space Congress.

ProgramLean Risk Sigma -- The Triple Complaints, with speaker Bob Mahler, PMP, PMI-RMP, Director of Business Development, Velociteach (Live Webinar)

 

Have you ever wondered where the most common problems are on your projects, and why they return?  Do the same risks happen over and over that cause a decline in quality or process inefficiencies?  Do you get lost when trying to devise a strategy to address them?  The Triple Complaints cause the majority of issues among the project constraints so they must be addressed together.

 

Lean Risk Sigma: The Triple Complaints examines the relationship between process waste, quality and risk.  There are countless tools and methodologies used in any given project specific to these areas and many times they are approached separately.  This presentation will provide insight into the overlapping areas so you can maximize planning time between The Triple Complaints.  There is no reason to treat them as individual issues when they are actually intertwined.

 


SpeakerBob Mahler, PMP, PMI-RMP, Director of Business Development, Velociteach

 

 


 

 

 

 

 

 

 

 

 

 

 

 

PMA Consultants, LLC, Orlando, FL, 6:30 p.m.  Optional dinners at $10.00 per person with advance reservations for in-person attendees.  Everyone is welcomeInvite your friends, colleagues, or anyone who may be interested.  Both in-person and Webinar attendance are available.  For questions, e-mail meetings@nflaace.org.

Program: How to Design, Plan and Implement a Bad Schedule with speaker John P. Orr, PSP, Senior Scheduling Engineer, URS Corporation, Orlando, FL. 

The project schedule is a tool which provides value to the entire project team: owners, financiers, designers, project managers, field supervisors, subcontractors and suppliers.  Each stakeholder provides specific input and has goals and expectations for the output and results.  The input (or lack thereof) from every project stakeholder can influence the usefulness of the schedule tool and thereby the success (or failure) of the project.

 

Many young construction engineers start their careers in the estimating or scheduling departments, spending several initial years developing cost and schedule models of construction projects before they receive their first field assignment.  When the young engineers arrive at their first on-site construction assignment (usually as a “project engineer”), they quickly realize that the priorities in the field frequently do not resemble the priorities (critical path) generated by the schedule model.  The disconnect between the schedule model and the daily project focus (read: crisis) can confuse the project engineer who does not understand the pitfalls of the planning process.

 

It is the scheduler who carries the responsibility for integrating the inputs of all stakeholders in order to delineate the complete project scope and to prepare a roadmap to how it will be achieved.  The planning process requires the scheduler to be a generalist, coordinating all aspects of the project, not only those in the cost estimate or the initial work breakdown structure.  There are many books and recommended practices which outline the process of schedule development; this presentation addresses the various pitfalls and lessons learned, focusing on the importance of the scheduler in his role as the project generalist and communicator among the needs, languages, and goals of the various stakeholders.

 

SpeakerJohn P. Orr, PSP, Senior Scheduling Engineer, URS Corporation, Orlando, FL

John Orr, PSP is a Senior Scheduling Engineer with more than 30 years of construction management experience with URS Corporation (formerly O’Brien Kreitzberg & Associates.)  Since 2006 he has worked as a consultant to the US State Department providing scheduling support including project schedule update reviews, claim and time extension analysis, and project management procedures (including draft scheduling specifications) for US embassy construction overseas.  He is certified as a Planning & Scheduling Professional (PSP) by AACE International and holds EIT registration from the Commonwealth of Pennsylvania.  He has given several technical presentations at AACE annual meetings and has had two technical papers published in COST Engineering, the AACE International journal.  John is currently president of the North Florida AACEi Section, and also serves on the AACEi Technical Board.

 

PMA Consultants, LLC, Orlando, FL, 6:30 p.m.  Optional dinners at $10.00 per person with advance reservations for in-person attendees.  Everyone is welcomeInvite your friends, colleagues, or anyone who may be interested.  For questions, e-mail meetings@nflaace.org.

 


ProgramHighway Construction Cost Control, with speaker Bryon Willoughby, PE, CCP, Principal, Willoughby 2000 PLLC and AACE Region 3 Director.

 

Has your firm ever struggled with the challenges associated with the cost management of highway construction projects?  Have cost surprises complicated financial reporting? Highway projects are subject to variable quantities, a high percentage of self-performed work, and unit price subcontracts which can make understanding and reporting the project’s financial position difficult.  Pending change orders and disputed amounts introduce uncertainty but due to costs already incurred these must be considered and reflected in projections.  These are just a few important parameters and potential obstacles affecting the control of project costs.  Critical calculations associated with profit/loss projections and cost to complete estimates can make the difference between reliable and grossly inaccurate financial reporting.   The standard practices utilized by successful firms with regard to budgeting and financial reporting will be discussed.  In addition, equipment costs, claims, change order pricing and the use of short-term schedules to improve productivity and reduce costs will be presented.


SpeakerBryon Willoughby, PE, CCP, Principal, Willoughby 2000 PLLC and AACE Region 3 Director.


Mr. Willoughby currently serves as Principal of Willoughby 2000 PLLC as well as the AACE Region 3 Director.  Willoughby 2000 PLLC provides various construction consulting services including claim development and reviews, critical path method scheduling, delay analysis, cost estimating, and owner representative services.  Mr. Willoughby has provided expert reports and testimony associated with construction cost issues, contractor means and methods, losses of productivity, compliance with contract requirements and changed subsurface conditions. Typical projects include underground infrastructure facilities, highway and bridge construction, site work, airport facilities and marine construction.  Clients include Owners, General Contractors, Subcontractors, Surety Companies and Attorneys.


Prior to establishing Willoughby 2000 PLLC sixteen years ago, Mr. Willoughby served in various senior management roles for two highway and site work contractors for a total of 18 years.  Mr. Willoughby has estimated, scheduled and managed projects ranging in size from a few hundred thousand dollars to over $100 million.  

 


PMA Consultants, LLC, Orlando, FL, 6:30 p.m.  Optional dinners at $10.00 per person with advance reservations. 
Webinar attendance also available upon request.  Everyone is welcomeInvite your friends, colleagues, or anyone who may be interested.

ProgramI-4 Ultimate Project, with speaker Loreen Bobo, PE, I-4 Ultimate Construction Program Manager, Florida Department of Transportation.

The I-4 Ultimate Corridor Improvements with Express Lanes project is the largest project the FDOT has undertaken to date. With a capital construction cost of $2.323 Billion, the 21+ mile reconstruction of I-4 from Kirkman to SR 434 will also add Express (managed) Lanes. The project had been contemplated by the Department for over 15 years and is finally a reality via a Public Private Partnership (P3).

 

This Design-Build-Finance-Operate-Maintain contract will last forty years and will include approximately 6-7 years of design/construction/operations and maintenance and continuing for another 33 years for operations and maintenance. I-4 was originally built starting in the late 1950’s and has been widened several times over the years. The complete reconstruction project allows the Department to upgrade the infrastructure, improve the safety and functionality of the corridor.

 

The typical section will be widened to include 3 general use lanes, 2 Express (managed) Lanes and auxiliary lanes in both directions. The Express Lanes will have several access points throughout and will have a dynamic toll rate based on the congestion in the express lanes. The Florida Department of Transportation is very excited to be making this project a reality for Central Florida and all that travel through Central Florida.

SpeakerLoreen Bobo, PE, I-4 Ultimate Construction Program Manager, Florida Department of Transportation.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

This will also be our annual Holiday Dinner Celebration, featuring a gourmet dinner, presentation of the North Florida AACE “You’re a Star” Award, plus other special holiday festivities.  Bring your spouse and guests to take part in the fun and fellowship plus professional education and networking.  

 

Location:  Residence of John and Carole Orr, 1006 McKean Circle, Winter Park, FL 32789.

6:30 p.m. 

 

Note to Board Members: A brief supplemental Board meeting will be held at the same location at 6:15 p.m. on 12/8/16.  Watch for separate notices.

 

Optional dinners at $10.00 per person with advance reservations for in-person attendees.  Everyone is welcomeInvite your friends, colleagues, or anyone who may be interested. 

Both in-person and Webinar attendance are available.  For questions, e-mail meetings@nflaace.org.

 

 

Mr. Bob Mahler served in the U.S. Army in the Mechanized Infantry and later as a Green Beret.  He has excelled in the telecommunications industry and as a Federal consultant.  He is the current Director of Business Development for Velociteach, a Kennesaw, GA-based REP. 

 

Velociteach provides a variety of project and risk management related training.  Bob currently lives in Murfreesboro TN, and has served in multiple PMIWDC Board positions.

ProgramProject Performance Review, with speaker Dr. Alexia Nalewaik, FRICS, CCP, CCA, Principal, QS Requin Corporation.


Dr. Nalewaik’s recently published book on Project Performance Review focuses on evaluating projects efficiently and in context, identifying important improvement opportunities and including continuous monitoring in the project.  Dr Alexia provides a bit of personal and professional history, and insight to challenges inherent to projects and the procurement of professional services.  Plus if there is enough time, an overview of the Project Performance Review methodology will be discussed in the context of project monitoring, perceptions of success, and Total Cost Management.  If you don't attend for the snark, laughter and outrage, please do attend for a chance at the door prize.

 

 

Speaker:  Dr. Alexia Nalewaik, FRICS, CCP, CCA, Principal, QS Requin Corporation.






 

 

 

 

 

 

 

 

PMA Consultants, Orlando, FL, 6:30 p.m.  Optional dinners at $10.00 per person with advance reservations.   Everyone is welcomeInvite your friends, colleagues, or anyone who may be interested.  Questions?  E-mail meetings@nflaace.org.  For more information and to register, see Meeting Notice.  Webinar attendance also available on request.

 

 

 

 

NoteThe May meeting concludes our 2016-2017 program year.  After the summer break, be sure to join us again in September for a new series of quality educational presentations.  Watch this page for upcoming programs for the fall and beyond, and visit our Web site often for the latest Section news and activities.  We welcome your ideas and suggestions on possible topics and speakers.  Please send them to programs@nflaace.org.

 

 

-April 12h, 2018Engineering Skills and Your Investments, Part 2, with speaker F. Sam Griggs, CCP, FAACE, Cost Engineering Consultant and Investment Trainer.

 

 

 

 

ProgramTotal Cost Management Rocks:  Lessons Learned from the 2016 AACE Annual Meeting, with speaker Davis Myron Berry, CCP, PMP, Lead Business Analyst, Project Controls, SRNS and Past President AACE-CSRA. 

Updates on the latest news from AACE and out-brief on several papers and highlights on the many benefits of attending the annual meetings.

SpeakerDavis Myron Berry, CCP, PMP, Lead Business Analyst, Project Controls, SRNS and Past President AACE-CSRA.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PMA Consultants, LLC, Orlando, FL, 6:30 p.m.  Optional dinners at $10.00 per person with advance reservations.  Webinar attendance also available upon request.  For questions, e-mail meetings@nflaace.orgEveryone is welcomeInvite your friends, colleagues, or anyone who may be interested.

ProgramUsing Your Cost Engineering Skills to Maximize Your Investments, with speaker F. Sam Griggs, CCP, FAACE, Cost Engineering Consultant  and Investment Trainer.

Most of us would like to have an extra flow of income sent to us on a regular basis or to have an extra check in the mail each month.  This presentation is intended to show you ways to help make that happen using your cost engineering skills.

 

As professional cost engineers and project management professionals, we frequently have to determine which contractors to recommend for providing a service.  It may be to select a general contractor to do all of the construction, a subcontractor to install a specialized service such as HVAC, or a company to provide materials such as piping.  There is a process to follow and we don’t necessarily go by the “lowest bidder,” although that is certainly a consideration.  But there are other criteria.  In this case, is the contractor qualified to do the contract, how long have they been in business, what is their history?

 

Similarly, when we look at investments and stock selection, there is a process to follow and we don’t necessarily want to select a stock with the lowest price.  Factors will be discussed that can be used to select stocks.  But more importantly, techniques will be presented that will help you become more knowledgeable about different aspects of investing.

 

Because there may be a difference in investment knowledge, this presentation will also touch on some of the basics of investment and will include both intermediate and advanced techniques.  Although some more intermediate or advanced concepts like Rebalancing and Piotroski Scoring will be outlined, emphasis will be placed on more familiar aspects of investment.  Among the topics covered are Price vs Value, the ‘3-6-9-12’ method of investing, High Yield Dividend stocks, ‘Dogs of the Dow’ method, the use of REITs, MLP’s and BDC’s and others.  Also discussed will be a few successful major investors and the methods they use. 

 

Disclaimer: There are no guarantees for any stock or investment advice that is given.  Since specific investment goals or plans are different for each individual, this presentation should be considered for information only.

 

SpeakerF. Sam Griggs, CCP, FAACE, Cost Engineering Consultant, Investment Trainer

Sam Griggs, CCP, FAACE is a qualified cost engineer who also has extensive training and experience in the field of financial investments.  He is a long-term member of the AACE Certification Board and the chairman of the Cost Engineering Committee.  In addition, Mr. Griggs has taught certification review workshops for AACE, proctored exams, and reviewed over 50 technical papers.  He has authored several articles for the Certification Corner portion of AACE’s journal.  He contributed to the success of AACE’s certification programs for many years, and has made a significant contribution to ICEC’s current and ongoing accreditation and standardization efforts.  Mr. Griggs was named the 2014 ICEC Distinguished International Fellow Award winner and an AACE international Fellow.  He also won the 2014 North Florida AACE “You’re a Star” Award.  


During his long career, Mr. Griggs has worked for many of the major engineering and construction firms.  This included Brown & Root on power projects, Raytheon Engineering & Construction on nuclear projects, and the Savannah River MOX project to set up their estimating program and later their risk management program.  Recently, he has been working as a Cost Consultant for various municipal utilities.

 

Mr. Griggs is also an active member of several investing groups, and is a very experienced investor who has given many presentations on this topic.  He is a member of The American Association of Individual Investors (AAII) which is a non-profit education association that has been successfully aiding "do-it-yourself" investors for over 30 years.  He is a very active member of the AAII Investors Workshop which teaches individual investors the basics and beyond.  In this capacity, he has taught various classes on individual Investments.  In addition, Mr. Griggs is a member of the IBD Investors workshop that holds monthly meetings on trading stock options.  He is also a member of the Better Investing Association which promotes the fundamentals of analyzing stocks and the benefits of belonging to investment clubs.

PMA Consultants, LLC, Orlando, FL, 6:30 p.m.  Optional dinners at $10.00 per person with advance reservations.  Webinar attendance also available upon request.  For questions, e-mail meetings@nflaace.orgEveryone is welcomeInvite your friends, colleagues, or anyone who may be interested.

ProgramAACE Program Updates: How Can AACE Better Meet Your Professional Needs?, with speaker Charity Quick, MBA CIA CCT, Executive Director, AACE International. 

 

Please join AACE’s Executive Director, Charity Quick, to hear about the very latest in AACE enhancements to your membership experience. With the addition of the new Web site, content management system, association management system and learning management system in 2016, AACE’s virtual footprint is continuing to expand. Our next project includes a new forums and communities of practice area. The implications for your Section, Section leadership and your personal membership are important. However we will not just talk about changes we are making we want to include you in the conversation. This highly interactive session will give you the opportunity to provide us feedback as we build the communities, bridge stronger partnerships with our Sections and enhance our membership experience. Please bring your questions, comments and passion about AACE – no topics are off limits.

SpeakerCharity Quick, MBA CIA CCT, Executive Director, AACE International. 

 

Charity Quick is the Executive Director of AACE International.  As the Chief Staff Officer, Charity is responsible for the operation of the headquarters as well as providing leadership and mentoring to the staff. As a member of the Board of Directors Charity participates in setting AACE’s strategic direction and leads the implementation of plans and initiatives. She has over 18 years’ experience working in non-profit association management in a series of key leadership roles. Her husband, Michael, is a barber and martial arts instructor and her daughter, Rebecca, is a senior at the University of Central Florida. Originally from Indialantic Florida, Charity enjoys warm weather and the beach.

 

 

Note Location Change for This Meeting OnlyThis meeting will be held at the Canaveral Council of Technical Societies (CCTS) Office, Cape Royal Office Center, 1980 N. Atlantic Avenue, Suite 401, Cocoa Beach, FL 32931.   Webinar-only attendance also available on request.  6:30 p.m.  Optional dinners at $10.00 per person with advance reservations.  Questions?  E-mail meetings@nflaace.orgEveryone is welcomeInvite your friends, colleagues, or anyone who may be interested.

Certified Cost Professional, and Project Management Professional, Savannah River Nuclear Solution's Lead Business Analyst in Project Controls supporting infrastructure related projects for 26 years.  AACE member since 2006. Positions: 1 year Program Director, 4 years Treasurer; Attended three AACE Annual Meetings - 2006 Las Vegas, 2015 Washington DC, and the 2016 Toronto.  Taught training courses at Augusta University  (CCC, EVP), University of South Carolina Aiken Campus (PMP), and Southern Company's Plant Vogtle (PMP).  I believe in the life cycle development of the Total Cost Management professional through youth development, college encouragement, peer development, and mentoring.  Supported multiple community events related to project management and controls which include Augusta Warrior Project Transition Fair, college nights for 8 years, and Regional Future City sponsorship and support for 7 years. 

Loreen graduated from the University of Florida (UF) with a Bachelor of Science in Civil Engineering in 1999. In 2007, Loreen graduated with her Masters of Science in Industrial Engineering, with a focus on Engineering Management, from the University of Central Florida. In 1999, Loreen began working for the Florida Department of Transportation (FDOT) District 5 office in Deland, FL as a Professional Engineer Trainee. Loreen specialized in construction, and worked as a Project Administrator/Engineer and Project Manager, most notably on the $120 Million reconstruction of the I4/408 Interchange located in downtown Orlando, completed in 2009. After that she spent several years as an Assistant Maintenance Engineer in a local maintenance yard before joining the I-4 Ultimate Project. Loreen has been involved with the I-4 Ultimate project since the procurement began in late 2011.

Alexia is AACE International's President-Elect 2017-2018, research chair and past-chair of ICEC, and the owner of QS Requin Corporation. She has 25 years of experience in capital project consulting, with a focus on project performance, risk management, governance, and cost controls.