7th Annual Leadership in Capital Projects (LinCP) Forum March 25-27, 2015 Hilton Americas, Houston OMG! Houston Growth – 2015 Resource Battleground for Texas GROWTH, OPPORTUNITY, ECONOMY, LABOR, NATURAL RESOURCES, EDUCATION, & LAWS Brought to you by: Better People, Better Projects, Better Believe It! “You can design, create, and build the most wonderful place in the world. But it takes people to make the dream a reality.” -Walt Disney 2 This Forum is made possible through the generous support of our sponsors: Program and Reception: Gold: Meet and Greet: Name Badge: Silver: Tote: Collaborator: 3 Break: About the Founder, and the Leadership in Capital Projects (LinCP) Forum Carol M. Warkoczewski, AIA, MSOLE, LEED Green Assoc., City Architect, City of San Antonio; Founder & Chief Vision Officer, Institute for Leadership in Capital Projects (I-LinCP) I conceived of the LinCP Forum in early 2008 as I contemplated the question, "What would it look like if the key stakeholder /constituents involved in capital projects got together to talk about contemporary design and construction issues in a collaborative way?" You see, as an architect, project manager, and executive at various architectural firms and the University of Texas System, I was involved in the conception, planning, design, construction, and management of many major projects. As well, my work as a consultant and project process facilitator has brought me into the midst of the planning and delivery of over 80 wide-ranging capital projects. During the process of Partnering, the key project stakeholders discuss project goals, team values and behaviors, effective communications, expectations, and project issues, but always focused on a specific project. So, I wondered if it would be of value to invite a "few" of my clients and project participants to a "conversation" that was industry-focused, rather than project focused. As I bounced this idea off some of my clients, I received warm encouragement. Thus, the Leadership in Capital Projects (LinCP) Forum was born. After the first LinCP Forum in February, 2009, I was encouraged to form a nonprofit organization and to take the Forums around Texas. The Institute for Leadership in Capital Projects (I-LinCP) was formed as a Texas nonprofit corporation in January, 2010 and gained nonprofit IRS 501-c-3 status in May, 2011. ___________________________________________________________________ As City Architect for the City of San Antonio, Carol leads a team of 23 architects, landscape architects and support staff, bringing her passion to improve project predictability and outcomes. Carol is dedicated to supporting the City of San Antonio’s mission to deliver quality City services to achieve San Antonio's vision of prosperity for its diverse, vibrant and historic community. Carol is an architect with 30+ years of experience in the design and construction industry. Her other experience includes being the owner of Synergy Builders, with its focus on improving collaboration using Partnering processes, producing the Owner's Project Requirements (OPR), facilitating strategic planning, organizational development and organizational culture change and improvement, and training in leadership-building, communications and managing conflict. Prior to forming Synergy Builders, Carol had ten years in executive administration and project management with FIATECH (a consortium under the Construction Industry Institute) and the University of Texas System-OFPC. The ten years prior were spent as an architect and project manager with GSC and other architectural firms in Austin, Texas. 4 MAPS LEVEL 3 Board and Member Meeting: 339 A; Meet and Greet: 339 B LEVEL 4 Forum: Grand Ballroom (GB) K; Lunch and Reception: Grand Ballroom (GB) J 5 AGENDA Day 1, Wednesday March 25: 2:30 – 5:00 p.m. I-LinCP Annual Board and Member Meeting (Room: 339 A) 5:00 – 7:00 p.m. Meet-and-Greet (Room: 339 B) Day 2, Thursday, March 26: 7:30 – 8:20 a.m. Registration, Continental Breakfast (Room: Pre-Function of Ballroom J & K) 8:30 – 9:00 a.m. Welcome by Marie Hoke (Room: GB K) • Opening Address by Carol Warkoczewski • Table introductions • Audience Response System questions 9:00 a.m. Opening Keynote by Lonnie Hoogeboom, Central Houston Downtown District Redevelopment Authority “URBAN$CAPES – Planning & Building the Downtown Project” 9:40 a.m. Break 10:00 a.m. Topic #1: ECONOMY - Drivers of Change (Timing for each Topic includes: presentation, panel discussion, table discussion, group discussion) Moderator: Presenter: Panelists: Lonnie Hoogeboom Pat Kiley, Kiley Advisors Rob Roy Parnell, Texas State University System Sid Sanders, Methodist Hospital Richard Vella, City of Houston 12:15 p.m. Lunch Keynote by Roksan Okan-Vick, Houston Parks Board (Room: Grand Ballroom J) “GREENING: Houston’s Bayou and Greenway Initiative” 1:25 – 1:45 p.m. Break 1:45 - 4:30 p.m. Topic #2: PLACE - Qualities of Living (Room: GB K) Moderator: Presenters: David Crossley, Houston Tomorrow Christof Spieler, Morris Architects Jeff Taebel, Houston Galveston Area Council Diane Schenke, Greater East End Management District Panelists: (3:10 p.m. Break) 4:30 p.m. Conclusions and Closing 5:00 – 7:00 p.m. Reception + Door Prizes (Sponsor: My Smart Plans) (Room: GB J) 6 AGENDA, cont. Day 3, Friday, March 27: 7:30 – 8:20 a.m. Registration, Continental Breakfast (Room: Pre-Function of Ballroom J & K) 8:30 a.m. Welcome by Marie Hoke (Room: GB K) • Opening Address by Carol Warkoczewski • Table introductions • Re-cap from Thursday • Audience Response System questions 8:55 a.m. Keynote by Stephen Klineberg, Ph.D. “34 Years in the Making: 2015 Houston Area Survey” 9:40 a.m. Break 10:00 – 12:30 p.m. Topic #3: RESOURCES – Tall Demand / Short Supply Moderator: Presenters: Marie Hoke, Architect Roy Sprague, Cypress-Fairbanks ISD Stan Marek, Marek Companies Roger Harris, Turner Construction Company Eric Mayfield, Midway Companies Panelists: (11:10 - 11:20 a.m. Break) 12:30 p.m. Conclusions, Closing and Door Prizes Download our Conference App! Visit cumulus.encore-us.com Event ID: 3165 Door Prizes Provided by: Bee Creek Photography Massage Envy Team Hoke Architecture and Consulting 7 Key Note Presenters “URBAN$CAPES: Planning and Building the Downtown Project” with Lonnie Hoogeboom, AIA Director of Planning and Design, Central Houston, Downtown District, Redevelopment Authority Mr. Hoogeboom will be presenting the vision of Houston in his presentation titled, "Urbanscapes: Planning and Building the Downtown Project." Mr.Hoogeboom is currently managing a broad phase-range of urban projects in downtown Houston. These projects include design administration of the Downtown Living Initiative, Main Street Improvements, Shopping District Streetscape Improvements, Vehicular Wayfinder Signage Refurbishment, Pedestrian Wayfinding System, Infill Street Lighting Improvements, the Warehouse District Realm Plan, North Houston Highway Improvement Project, and Allen Parkway Improvements. Additionally, Mr. Hoogeboom serves as primary Downtown liaison to the City of Houston, Houston First Corporation, and the Harris County Flood Control District. “GREENING: Houston’s Bayou Greenway Initiative” with Roksan Okan-Vick Executive Director, Houston Parks Board Since 2004, Roksan has lead and directed all aspects of the Houston parks Board’s business. The Houston Parks Board creates, improves and protects parkland for Houston. Its current annual budget is $25 million. For the previous 2 years, Roksan served as director of Huston’s Parks and Recreation Department. She was the first woman director of the department, and was responsible for 850 employees, 312 parks, and an annual budget of $52 million. From 1995 to 2002, Roksan was the executive director of Friends of Hermann Park, now Hermann Park Conservancy. She was responsible for the dramatic restoration of Hermann Park. Prior to that, Roksan served in various management roles in large architectural offices in Houston. Roksan is active in many green and civic organizations, is a graduate of the master of architecture program at Rice University, and a member of the Fellows of the American Institute of Architects. 8 Key Note Presenters “34 YEARS IN THE MAKING: Houston Area Survey, 2015” with Stephen Klineberg, Ph.D. Rice University and Founding Director of Kinder Institute for Urban Research A graduate of Haverford College, Stephen Klineberg received an M.A. in Psychopathology from the University of Paris and a Ph.D. in Social Psychology from Harvard. After teaching at Princeton, he joined Rice University’s Sociology Department in 1972. The recipient of twelve major teaching awards, including the George R. Brown Lifetime Award for Excellence in Teaching and the Piper Professor Award, he is a faculty associate and divisional advisor at Lovett College, where he twice served as Interim Master. In March 1982, he and his students initiated the annual “Kinder Institute Houston Area Survey,” now in its 33rd year of tracking changes in demographic patterns, economic outlooks, experiences, and beliefs of Harris County residents. A much sought-after speaker, he is completing a series of published reports (and soon, a book) on this ongoing research, while also serving as the founding co-director of Rice University’s Kinder Institute for Urban Research. 9 PRESENTERS AND PANELISTS Thursday, March 26, Topic #1 - ECONOMY: Drivers of Change MODERATOR Lonnie Hoogeboom Director of Planning and Design, Central Houston, Downtown District, Redevelopment Authority (See Keynote Speakers for Bio) PRESENTER “Changes are Occurring: Evolutionary or Disruptive?” Pat Kiley, Owner Kiley Advisors (AGC Houston) Mr. Kiley is the founding principal of Kiley Advisors, a consulting firm that advises CEO’s and Senior Executives on matters of Leadership and Strategy. They also conduct workshops and retreats with senior leaders of companies and associations for the purposes of strategic planning. In addition, they research and publish an annual forecast of the Houston commercial construction marketplace and speak to many groups about their market outlook For 21 years, he headed the Houston Chapter of Associated General Contractors. His awards include the Construction Hall of Fame at Texas A$M University. PANELIST Rob Roy Parnell Associate Vice Chancellor for Facilities, Texas State University I-LinCP Board Member (past) Rob Roy Parnell is a 24-year veteran in managing the design and construction of state facilities. Prior to his current role as Associate Vice Chancellor of Facilities, Mr. Parnell served as Director of Design and Construction at the Texas Facilities Commission for over 9 years. Through his career he has provided design and construction management for Laboratories, Schools, Office and Administrative Facilities and Hospitals. Mr. Parnell was the executive manager of the Speaker’s Apartment renovation at the State Capitol. Currently, Mr. Parnell assists Vice Chancellor for Contract Administration, Peter Graves in the oversight of the design and construction program throughout the Texas State University System. Graduating from the School of Architecture at Texas A & M University, Mr. Parnell is a member of Tau Sigma Delta (Honor Society in Architecture). In July of 2009, Governor Perry appointed Parnell to the Advisory Committee to the Architectural Barriers Division of the Texas Department of Licensing and Regulation. He is a licensed architect, licensed pilot and a Registered Accessibility Specialist. 10 PRESENTERS AND PANELISTS, cont. Thursday, March 26, Topic #1 - ECONOMY: Drivers of Change PANELIST Sid Sanders Senior Vice President Facilities and Construction, Methodist Hospital Sid Sanders is the Senior Vice President for Construction/Facilities Design and Real Estate Management at Houston Methodist. He is responsible for a $3.0 Billion capital construction program, oversees a multi-hundred million dollar real estate portfolio and a two million SF medical office building portfolio. Prior to joining Methodist, Mr. Sanders served as the Associate Vice Chancellor for Facilities Planning and Construction for The University of Texas System where he was responsible for a $5.0 billion capital construction program for UT System. Mr. Sanders received a professional degree in Architecture from University of Texas at Austin in 1978, graduating w/ Honors and an MBA in Finance from University of Texas at Austin in 1990, graduating Beta Gamma Sigma. Mr. Sanders is the co-author of the book “Program Management 2.0” recently published by Construction Management Association of America, concerning concepts and strategies for managing building programs. PANELIST Richard Vella Chief of Design and Construction, City of Houston Richard Vella holds a Bachelor of Technology in Architectural Science from Ryerson University at Toronto and a Master of Architecture from the University of Houston. Vella has worked for various other city departments in his 16 plus years, including Public Works and Engineering and Health and Human Services Departments. During his tenure, Mr. Vella has managed over 100 design and construction projects totaling over $500 M. Prior to his current position, Vella has served as Chief of Design for the General Services Department. As Chief of Design and Construction, Vella is responsible for overseeing the design and construction of city facilities serving Houston's citizens such as police stations, fire stations, libraries, parks and recreation centers, health clinics and multi-service centers, municipal courts, recycling centers and waste depositories, and fleet maintenance facilities. 11 PRESENTERS AND PANELISTS, cont. Thursday, March 26, Topic #2 - PLACE: Qualities of Living MODERATOR David Crossley Senior Fellow, Houston Tomorrow David Crossley is senior fellow and founder of Houston Tomorrow, an independent nonprofit organization dedicated to improving the quality of life for all the people of the Houston region through research, education, and discussion. Houston Tomorrow’s vision is that, on its 200th birthday in 2036, the Houston region will be home to the healthiest, happiest, most prosperous people in the United States. He serves on many committees and panels, including three at the Houston-Galveston Area Council: the Sustainable Communities Partnership Grant’s management team, the Technical Advisory Committee of the Transportation Policy Council, and the Forecast Advisory Group. He is a member of the Greater Houston Partnership’s Transit Planning Committee and served as chair of its Long Range Transportation Planning task force. David is co-founder and former Chair of Blueprint Houston, an initiative toward a comprehensive plan for the City of Houston that began as a Houston Tomorrow program in 2001. His professional accomplishments span more than 50 years in communications. He has been involved in computer graphics and multimedia since 1986. Crossley is married to Jody Blazek, a CPA specializing in tax-exempt organizations. PRESENTER “Reimagining Houston Transit” Christof Spieler Metropolitan Transit Authority of Harris County Board Member Morris Architects Vice President and Director of Planning By understanding how integrated successful transit is with the context of the adjacent land uses, Christof Spieler has developed a broad toolbox of transit innovations in these plans, including signature bus service, bus rapid transit lines and enhancements to historic streetcar lines. He has also developed transit-oriented development strategies for communities to capitalize on stronger transit service. His broad experience as well as ability to effectively communicate the opportunity that well-thought-out transit systems can provide has culminated with his nomination to the Houston Metro board or directors. At Morris he leads public planning projects and provides urban design input on architecture projects. Current and recent projects include the Downtown-EaDo Livable Centers Study, which looked at integrating transportation, land use and the public realm in an area including the George R. Brown Convention Center, Toyota Center, Minute Maid Park, the new Dynamo stadium and Discovery Green; a new land use plan for the city of Sugar Land; the Fort Bend sub-regional mobility study; LEED-ND certification for a large mixed-use project; and a 1,000room convention center hotel in Houston. Spieler is a graduate of Rice University with a Bachelor’s of Science in civil engineering, as well as a Master’s of Science in civil engineering and is also a senior lecturer. 12 PRESENTERS AND PANELISTS, cont. Thursday, March 26, Topic #2 - PLACE: Qualities of Living PRESENTER “What Pedestrian’s Want” Jeff Taebel, FAICP Director of Community & Environmental Planning, Houston-Galveston Area Council Jeff Taebel is the Director of Community and Environmental Planning at H-GAC, where he oversees the agency’s community enhancement, environmental planning, disaster recovery, economic development, socioeconomic modeling, and sustainable development initiatives. He has 32 years of experience in urban and regional planning, including 28 in his current position. Actively involved in community service, professional development and planning education, Mr. Taebel was named a Fellow of the American Institute of Certified Planners in 2008 and, in 2013, received Houston Tomorrow’s inaugural Community Catalyst Award for Excellence. Mr. Taebel received a Master of Urban Planning from Texas A&M University and a Bachelor of Science in Life Sciences from the University of Nebraska. PANELIST Diane Schenke President, Great East End Management District Diane is the President of the Greater East End Management District, and has served in that role since June 1, 2009. She is also a long time East End advocate, the former President and Executive Director of The Park People, the Gulf Coast Program Manager for The Nature Conservancy and the Executive Director of The Grand Parkway Association. Before working for governmental and nonprofit entities, Diane worked as an environmental lawyer for law firms and corporations. Since Diane moved to the Greater East End Management District, the District has received grant funds of over $25M in grants and commitments of another $4.5M in capital funds in the Second Ward and Harrisburg Corridor for pedestrian friendly improvements to compliment the East End Rail Line and real estate improvements. These improvements are grounded in strong community input on the vision for this area through the Livable Centers process. 13 PRESENTERS AND PANELISTS, cont. Friday, March 27, Topic #3 - RESOURCES: Tall Demand / Short Supply MODERATOR Marie Hoke Team Hoke Architecture and Consulting I-LinCP Board Member Marie has over 26 years of specialized experience managing & designing projects for education, higher education, performing arts and civic clients. Her commitment to seeking and attaining best value for her clients was born out of her experience working as a Senior Project Manager for the University of Houston Facilities, Planning & Construction Department. Marie’s key project while there was one of the largest projects at the time and introduced her and the university to the CM at Risk process and the concept of best value. Following her experience on the owner side, Marie returned to WHR Architects and her 18 years of cumulative experience while there culminated in her leading the Studio for Education and the Arts. Marie has recently formed her own practice and will continue to help clients and design professionals evolve projects that fittingly respond to the functional needs, aesthetic aspirations and budgetary criteria of the client. PRESENTER “Challenges and Opportunities for the Educational Market” Roy Sprague Associate Superintendent of Facilities, Construction & Support Services Cypress-Fairbanks ISD I-LinCP Board Member Located in Houston, CF-ISD is the twenty-fifth largest school district in the nation and third largest in the State of Texas. Roy is a registered architect and has been involved in the planning and design of educational facilities for over twenty years as both an architect and owner's representative. He is currently managing and directing over $2 billion of new construction and renovations resulting from three very successful bond elections in 2001, 2004 and 2007 in the amounts of $470.5M, $713M and $807M respectively. Along with his planning and construction responsibilities, he is also responsible for overseeing the Maintenance Department, Energy Management, and handles real estate acquisitions for the district. Mr. Sprague served as President of the Council of Educational Facility Planners International (CEFPI) Board of Directors in 2006/2007. He is also a Past President of the CEFPI Southern Region Board of Directors with seven years of service and served as the Southern Region Representative on the International Board of Directors for two years. In 2006, he received the coveted CEFPI Southern Region Planner of the Year award, which is the highest honor bestowed on any member and was a finalist for the 2007 International Planner of the Year. He was elected to serve on the Board of Directors for the Collaborative of High Performing Schools (CHPS) in December 2010. Roy was just appointed to serve on the Board of Directors for the Institute for Leadership in Capital Projects in January 2012. Roy is very active in the lecture circuit and shares his expertise in Facility Planning and Construction by presenting at various local state, national and International conferences and Forums. 14 PRESENTERS AND PANELISTS, cont. Friday, March 27, Topic #3 - RESOURCES: Tall Demand / Short Supply PRESENTER “Construction Trades: Where have all the young men and women gone!” Stan Marek President and CEO, Marek Companies (AGC) Stan is a Texas native, having attended Texas A & M University and graduating in 1969 with a BBA in Finance. His working career began in the drywall industry during summers in high school and continued part-time until completing his tour of active duty with the United States Marine Corps Reserves. In 1970, Stan worked as a journeyman carpenter and spent the next two years on large commercial projects throughout the city. He then worked for The Marek Companies as a project manager, estimator, and sales manager. In 1982, Stan became President and CEO of the Marek Family of Companies, one of the largest interior contractors in the Southwest, with offices in Houston, Dallas, Ft. Worth, Austin, San Antonio, Harlingen, Atlanta and Oklahoma City. Stan’s focus of the past three years has been Comprehensive Immigration Reform. He is the co-founder of Texans for a Sensible Immigration Policy and a member of the Greater Houston Partnership’s task force, Americans for Immigration Reform. PANELIST Roger Harris Director, Turner Construction Houston, TX, January 12, 2015 – Turner Construction Company is pleased to announce that Roger Harris has joined the company’s office in Houston as director of business development. In addition to taking the lead on expanding Turner’s presence in the Houston market, Harris will bring more than 25 years of experience working strategically with minorityand women-owned firms to Turner’s supplier diversity and community outreach initiatives. Prior to joining Turner, Harris led the start-up of the Houston MBDA Business Center operated by Houston Community College, an organization – funded by the United States Department of Commerce – that helps minority-owned enterprises increase access to contracts, capital, and global markets. Under his leadership, the Center was able to achieve an outstanding rating in its first year of operation. Harris also served four years as External Affairs Manager for the City of Houston Office of Business Opportunity. PANELIST Eric Mayfield Director of Development, Midway Companies Eric Mayfield serves as Director, Development for Midway and is responsible for the development of office, retail and multi-family properties. Notable projects include the delivery and tenant finish of 6 mixed-use buildings totaling 676,000 square feet and a 418,000 square feet parking structure renovation at CITYCENTRE. Eric initially leased Midway’s 1.4 million square feet industrial, office and retail properties throughout multiple Houston submarkets – completing 125 transactions for over $36 million in revenue. Prior to joining Midway, Eric managed an 800,000 square feet Class-A office and data center in downtown Houston with $17 million in revenue. Prior to entering the real estate industry, Mr. Mayfield served as Captain in the United States Army with operational deployments to Bosnia-Herzegovina and Macedonia. 15 I-LinCP BOARD OF DIRECTORS I-LinCP is fortunate to have a group of industry experts and leaders who have joined together to help create, lead the work, and hold the vision for this organization. Alphabetically by last name: Kathleen Acock, CEO, Alpha Building Corporation, a San Antonio Based General Contractor Denise Cheney, Attorney, Bickerstaff Heath Delgado Acosta, LLP Eric Churchill, Architect, Broaddus and Associates Matt Daniel, Senior Vice President, KBR Building Group Co-chair-Events and Marketing Committee Bob Farmer, Owner, Bob Farmer PM Services, LLC Board Secretary Kathy Harper, Vice President for Clinical Coordination, New Parkland Hospital Marie Hoke, Team Hoke Architecture and Consulting Co-chair - Membership and Development Committee; President, Houston Chapter, I-LinCP Luma Jaffar, Associate, KGA Architecture Co-chair-Events and Marketing Committee, Director, Austin Chapter, I-LinCP Michael W. Lackey, Key Principal and Lead Commissioning Agent, Lackey de Carvajal Cx Chair-Finance and Audit Committee; Past President, San Antonio Chapter, I-LinCP Darrell Pearson, Principal, PBK Bob Richards, President-Central Texas, TD Industries Chair-Membership and Development Committee Roy J. Sprague, Jr., Associate Superintendent of Facilities & Construction, Cypress-Fairbanks I.S.D. Mike Trimble, Capital Planning Officer, City of Austin Vice President, Austin Chapter, I-LinCP Carol M. Warkoczewski, City Architect, City of San Antonio Founder, Chief Vision Officer, and Board Chair 16 SUPERSTAR CORPORATE MEMBERS INNOVATOR CORPORATE MEMBERS BRILLIANT CORPORATE MEMBERS NONPROFIT/GOVERNMENTAL MEMBERS Alamo Colleges Arizona State University Austin Community College District Austin ISD Centro San Antonio City of Austin City of Houston City of San Antonio City of San Antonio - TCI Cypress - Fairbanks ISD Greener Cities Consulting Solutions Hemisfair Park, San Antonio Palo Alto College Parkland Hospital & Healthcare System Sam Houston State University Southwestern University Texas A&M University Texas State University System Trinity University University of Houston University of Incarnate Word University of North Texas University of Texas at Austin - PMCS University of Texas System UT San Antonio UTSA College of Architecture Vergel Gay and Associates 17 18 19 Thanks to everyone who helped with this event, especially... Marie Hoke and the Houston Chapter of I-LinCP Lonnie Hoogeboom, Director of Planning and Design, Central Houston, Downtown District, Redevelopment Authority Dynamic Conferences (Audience Response System) Table facilitators (volunteers) JOIN US AT OUR NEXT Annual LinCP Forum: San Antonio, 2016 The Institute for Leadership in Capital Projects (I-LinCP) is a 501(c)(3) nonprofit. We're pronounced "i-link-up" because that is what we do! Better people, Better projects, Better believe it! Mission: Evolve the capital projects industry through sharing of knowledge for optimized leadership, delivery, and performance. Vision To be the leading source for solutions that achieve capital project excellence and performance and that deliver exceptional value to capital project stakeholders. Values Agility, collaboration, future vision, innovation, inquiring, respectful, social responsibility Contact: Carla Bingaman, Executive Director O: (512) 263-5521 M: (512) 736-3540 [email protected] 20
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