Capital programs institute logoThe Capital Programs Institute (aka CPI or the Collaborative) is the UCOP program for design, construction and project management training. Under the coordination of Design and Construction, the program provides training for the capital programs staff on all University of California campuses and laboratories. The program is a collaborative effort, drawing on the expertise and years of experience among specialists to provide dynamic sessions covering:

  • Current policy, process, and contract requirements
  • New delivery methods and associated contract documents
  • Trends and changes in industry practices
  • Innovations in methods and systems
  • Business orientation in the UC context for new project managers (“project management boot camp”)
  • Active discussion and idea exchanges to pollinate sister campuses with consideration of best practices and lessons learned

The collaborative’s primary audience is campus capital project managers, engineers and contract administrators. However, university staff whose work entails coordination with these project staff would also benefit (e.g., capital planners, physical & environmental planners, facility managers, EH&S inspectors, fire marshals).

Past events

Construction v. Maintenance

July 2, 2020

UC Legal and UC Procurement examine the subtle but critical distinctions between Construction and Maintenance.

Presentation Materials | UCOP YouTube video of Presentation Link

2020 Embodied Carbon – Free Webinar PDF

March 31, 2020 WEBINAR

This insightful webinar was presented in association with members of the Carbon Leadership Forum and Siegel and Strain Architects and covers Embodied vs. operational carbon; New construction vs. renovations and the impact on carbon; Life Cycle Assessment vs. Life Cycle Costs; Time value of carbon and aligning reduction strategies with UC climate goals.

Presentation Materials | UCOP YouTube video of Presentation Link

2019 Buy Clean California and Balcony Bill – Free Webinar

December 9, 2019 WEBINAR

This webinar covers new statutory requirements for campus’ the passage of both the Buy California Clean Act and The Balcony Bill. Download this helpful hand out and learn more about how new legislation impacts campus programs, and next steps. Inquire about AIA CES credit.

Presentation Materials

2019 CPI - California Access Compliance Workshop Accessibility Training

MAY 22, 2019 - RIVERSIDE | June 12, 2019 – OAKLAND

Training will be provided by the California Division of State Architect, Sue Moe and UCOP, Josephine Ortega on access regulations in the California Building Code, UCOP Facilities Manual and Campus request on Special Topics to address laboratories, electrical vehicle charging stations, lactation facilities, gender inclusive restrooms, baby diaper changing stations, self-evaluation and transition plans. The course will satisfy California State licensure requirements and provide 5.0 hours of HSW continuing education units for your AIA membership.

2019 CPI – CA Access Compliance Powerpoint.pdf PDF

Automatic Fire Extinguishing Certification – Free Webinar

March 7 & 14, 2019, Broadcasted from UCOP

Fire Sprinklers on UC Campuses: What you need to know! New Fire Sprinklers Regulations! – from the Office of the State Fire Marshal (OSFM) Free one day webinar offered twice. Are you confused by latest UCOP Fire Sprinkler Memo issued December 20th 2018? Want more information? CPI is here to offer assistance. Fire Sprinklers on the UC Campus: Here’s what you need to know! What this means for UC staff: • How does OSFM Bulletin 17-002 New Automatic Fire Extinguishing Systems Certification issued May 25, 2017 apply to UC staff? What this means for UC construction contracting: • How does OSFM certification impact bidding? And specifications documents? • What type of projects require OSFM certification? • Who verifies OSFM certifications?

Presentation Materials | Webinar Recording Link

UC CPI & Office of the State Fire Marshal - Statutes and Regulations 2019 - Day 2

JANUARY 14-15, 2019 – OAKLAND & FEBRUARY 11-12, 2019 – UC IRVINE

University of California Council of Campus Fire Marshals (CCFM) and the Capital Programs Institute (CPI) partnered with CAL FIRE Office of the State Fire Marshal to host a two-day workshop training. This State Fire Training (SFT) Fire Service Training and Education Program (FSTEP) course is required for the Plan Examiner certification checklist. This was an intermediate level course. Topics included: • Laws and regulations that effect fire and life safety enforcement in California • State statutory requirements and the authority of local departments review of Health and Safety Codes that relate to inspection responsibilities continuing need for awareness of state fire safety laws and regulations in local fire jurisdictions

OSFM - Regulations

CALGreen/LEEDv4 Workshop 2018

September 24, 2018 - UC Irvine | November 19, 2018 - UCSF

The UC/CSU/Utility Energy Efficiency Partnership offered a free, full-day workshop on what is new in CALGreen/LEED v4. The presentation was given at UCI and UCSF and was open to staff and faculty from UC and CSU Campuses. Attendees learned how the code development process impacts the way we implement energy efficiency and sustainability goals in green buildings. Presenters discussed what is new in CALGreen and LEED v4 by reviewing case studies, reviewing code and guideline language, and open question and answer opportunities. Speakers included Kyle Pickett from Urban Fabrick and Emilie Hagen from Atelier Ten, with additional speakers from UCOP’s Design and Construction Services and Sustainability teams.

Presentation Materials

Central Plant Strategies Workshop

June 12, 2018 | UC San Diego

Attend the UC Central Plant Workshop to gain new insight, discuss strategies, network with colleagues, identify new resources, and to help frame your campus central plant challenge. Come debate the benefits and challenges of biogas, electrification, cogeneration, flux capacitors, and more. Come hear from each campus, learn of UC energy procurement strategies, discuss the climate action plan, and share your thoughts. Come, be informed, and to inform others.

Presentation Materials

Offsite Modular Building Systems Construction Link

MARCH 28, 2018 - OAKLAND | APRIL 4, 2018 - UC San Diego

Full-scale modular construction has proven time and again to reduce schedules, waste, and final costs. Attend our one day CPI event where you will hear from a variety of industry professionals about the benefits and solutions of what it takes to leverage an off-site construction strategy.

Safety Assessment Program Training Link

FEBRUARY 8, 2018 - OAKLAND | MARCH 9, 2019 - UC IRVINE

The California Office of Emergency Services (Cal OES) will be providing guidelines and procedures for making post-disaster building safety evaluations. The course will provide 6.0 hours of HSW continuing education units.

Student Manual PDF | Forms and Placards Link

Conflict Resolution & Negotiations Link

NOVEMBER 29, 2017 - UC Berkeley | DECEMBER 5, 2017 - UC San Diego | DECEMBER 12, 2017 - UCLA | FEBRUARY 23, 2018 - UCSF

This course delivers valuable insight into how to be a more effective negotiator. Through lectures and interactive exercises, participants will learn and practice useful negotiation strategies to help them turn conflict into agreement. The course will provide 5.0 hours of continuing education units for your AIA membership.

Project Closeout: Finish Strong!

DECEMBER 14, 2017 - WEBINAR

Join Josephine Ortega of UCOP and Mark Meredith of OGC for a two-hour interactive webinar on beneficial occupancy and substantial completion.

Webinar Presentation PDF

Whole Building Performance Targets Link

NOVEMBER 15, 2017 - UC San Diego | DECEMBER 6, 2017 - UC Davis

This half-day workshop focuses on unpacking how to use whole-building energy performance targets throughout a building’s design, construction and operations. This course will cover how to develop benchmark-equivalent values for new buildings or major retrofits using other existing buildings and data sources together.

Contract Administrators' Leadership Conference Link

October 23-24, 2017 - UC Berkeley

The goal of this two-day event is to provide contract administration professionals an opportunity to discuss topics of their interests and share best practices.

Schedule of Values: More Valuable Than You Think! Link

October 13, 2017 - Webinar

In this webinar, the Gordian Group will share the best tips and tricks in reviewing the Schedule of Values, one of the most important document in the Job Order Contracting process.

JOC Schedule of Values Review PDF | CSI’s MasterFormat PDF

2017 Accessibility Training Link

SEPTEMBER 25, 2017 - UC IRVINE | SEPTEMBER 28, 2017 - OAKLAND

Training will be provided by the California Division of State Architect on access regulations in the California Building Code. The course will satisfy California State licensure requirements and provide 5.0 hours of HSW continuing education units for your AIA membership.

Course Handbook PDF | Course PowerPoint PDF

Revised Seismic Safety Policy - Overview and Compliance

August 8, 2017 | August 15, 2017 | September 11, 2017 - Webinar

What's changed, and what's the same? In this webinar, Design & Construction Services at OP and Office of General Counsel present on the most current seismic safety policy and compliance procedures and the formation of UC’s inaugural Seismic Advisory Board.

Seismic Safety Policy PowerPoint PDF

Small Projects, Big Deal! - A Small Projects Training - UCLA

March 15, 2017 - 8:30 am - 3:00 pm - Hermosa Room, Carnesale Commons, UCLA

Join CPI, OGC, The Gordian Group, and campus representatives for a full day training in small and repetitive projects. Speakers will lay out all the available options and talk about different contracts associated with them. Speakers will also share their expertise, top tips, and best practices for these project types. You’ll even try your hand at some small projects scenarios during an interactive breakout session.

Small Projects, Big Deal! - A Small Projects Training Link

January 19, 2017 - Oakland City Center | January 25, 2017 - UC San Diego

Join CPI, OGC, The Gordian Group, and campus representatives for a full day training in small and repetitive projects. Speakers will lay out all the available options and talk about different contracts associated with them. Speakers will also share their expertise, top tips, and best practices for these project types. You’ll even try your hand at some small projects scenarios during an interactive breakout session.

UC General Conditions Decoded Part 6 Link

August 25, 2016 - Webinar

Part 6 wraps up this series with correcting defective work, termination and suspension of contract, and statutory requirements—essentially, what to do when things run amok during execution. Join Vini Bhargava of UCOP and Mark Meredith of OGC for a fully interactive, guided tour through the last (but definitely not least) of the General Conditions articles. And, as before, these webinars are completely free.

2016 UC Integrated Capital Strategies Summit Link

October 17th & 18th 2016 - UCLA Meyer and Renee Luskin Conference Center

UCOP Capital Asset Strategies & Finance (CAS&F) is organizing a cross discipline integrated conference – The UC Integrated Capital Strategies Summit – to include the many groups that contribute to the development and operations of campus facilities. We anticipate participation from many professional disciplines from all campuses, medical centers, and unique UC entities that invest in and manage our built environment.

Commissioning and Retro-Commissioning of UC Buildings

2/18/16 - UCI and 2/25/16 - UCSF

UCSF developed this training for project managers and facility staff on checking new construction and the built environment for energy efficiency in operations and maintenance. They presented case studies on using commissioning and monitored based commissioning for projects.

CADeNs-Part 1

August 2, 2016 - Oakland | August 11, 2016 - UC Irvine

For part 1 of the series, we’ll cover programming and financing a project. Hear from you campus colleagues and from OP. We’ll help outline the process, policies and the “what”. And also bring in expertise in answering the “what” with the “how”.

General Conditions Decoded: Webinar D- Articles 7 and 8

February 10, 2016

CPI and OGC presented the fourth part of this six-part webinar series with Vini Bhargava of UCOP and Holly St. John of OGC. This webinar covered Articles 7 & 8 - Separate Contractors, Change Orders, Field Orders, Waivers, Delays and other related topics. Please email Vini Bhargava for the copy of the presentation.

2019 California Access Compliance Workshop

Riverside - 5/22/19 and Oakland City Center - 6/12/19

Training will be provided by the California Division of State Architect, Sue Moe and UCOP, Josephine Ortega on access regulations in the California Building Code, UCOP Facilities Manual and Campus request on Special Topics to address laboratories, electrical vehicle charging stations, lactation facilities, gender inclusive restrooms, baby diaper changing stations, self-evaluation and transition plans. The course will satisfy California State licensure requirements and provide 5.0 hours of HSW continuing education units for your AIA membership.

General Conditions Decoded: Webinar C- Claims Processing

December 15, 2015

CPI and OGC presented the third part of this six-part webinar series with Vini Bhargava of UCOP and Holly St. John of OGC. This webinar covers the claims process, what to do when a claim is denied and the University's rights.

Vini Bhargava Link

General Conditions Decoded: Webinar B- Site Conditions

October 27, 2015

CPI and OGC presented the second part of this six-part webinar series with Vini Bhargava of UCOP and Holly St. John of OGC. This webinar covers differing and unforeseen site conditions, indemnity issues and much more.

Vini Bhargava Link

Contract Administrator's Conference Link

October 19-20, 2015

This is a program by invitation to UC construction contract managers. Each year continues to add depth and breadth to the contracts departments.

UC Physical and Environmental Planner's Conference

October 15-16, 2015

This annual meeting of UC campus planners was held on UC Merced campus at the Kolligian Library.

Post Disaster Emergency Assessment Link

September 30, 2015

Dean Vlahos presented the State authorized training on UC Riverside. More information on SAP can be found on the California Office of Emergency Services.

California Office of Emergency Services Link

General Conditions Decoded: Webinar A- Articles 1-3

September 29, 2015 10 am to 12 pm

CPI and OGC offer a six-part general webinar series with hosts captain Vini Bhargava of UCOP and colonel Holly St. John of OGC. This webinar was focused on Articles 1-3. Whether you’re just starting your UC career or have not looked at these general conditions for a while, or if you’ve never read them you must not miss this course.

Vini Bhargava Link

The Art of Negotiations Link

August 11, 2015 - Oakland | August 13, 2015 - UC Irvine

UC Berkeley professor, Timothy Dayonet, and Mark Meredith of the Office of General Counsel presented on successful negotiating tactics. Visit the linked website for more details.

Design Build Basics Link

FY15-16 Training

This training program was presented by Craig Unger of the Design Build Institute of America. If you want further information, please visit the linked website

Understanding Our Contract Documents: Webinar #7- Conflict of Interest

April 27, 2015

Construction Services and the Office of General Counsel discussed how conflict of interest laws affect UC employees and applications to our construction contracts. Contact Vini Bhargava for copies of the viewgraphs

Vini Bhargava Link | Office of General Counsel Link

Multiple Repetitive Small Projects (MRSP) – aka Mrs. P or Mr. SP Link

April 1, 2015 - Oakland; April 8, 2015- UCLA; April 9, 2015 - UCSD

The Gordian Group, OGC and OP offered a full day training in THREE familiar locations discussing details about what’s new in the UC Job Order Contracting world; where The Gordian Group (Or JOC service software provider) may demonstrate the most value; your JOC options;and much more.

Understanding Our Contract Documents: Webinar #6- Labor Compliance for UC

March 18, 2015 2:30-4:00 p.m.

Monique Cox, the former Labor Compliance Officer for UC Davis, shared her best practices for construction labor compliance. Contact Vini Bhargava for viewgraphs.

Vini Bhargava Link

Working with the CM at Risk Project Delivery Method Link

March 5 and 12, 2015

This training program was co-presented by UCOP's Construction Services, UCSF's Michael Bade, UCSD's Jim Gillie, UCLA's Kip Baker, UCSB's Jack Wolever, CSU Chancellor's Office Jim Sowerbrower and Jim Hoffman. It was held in Oakland and Irvine.

Understanding Our Contract Documents: Webinar #5- Advertising and Bidding (Formal and Informal)

December 8, 2014 2:30 pm to 4 pm

Contact Vini Bhargava for viewgraphs.

Vini Bhargava Link

2013 Energy Code: T24 California Energy Code for Renovations, Alterations, Additions, and Energy Efficiency Projects Link

DECEMBER 5, 2014 (UCD) and DECEMBER 10, 2014 (UCI)

Staff from UC Davis, California Energy Commission and PG&E presented to UC and CSU staff on the new energy code as it applies to commercial buildings.

Selecting and Managing Your Design Professional Link

November 18, 2014 (Oakland) and December 2, 2014 (UCSD)

This CPI event provided construction professionals information on UC's executive design professional agreement and how to work with design consultants.

UC Physical and Environmental Planner's Workshop Link

November 13-14, 2014

This annual program for UC physical and environmental planners was held on UC Davis.

Understanding and Implementing LEEDv4 for BD+C and ID+C Link

Alex Spilger from GreenStep presented on the most recent version (4) of LEED for BD+C and ID+C. The material that he covered at UC Davis is on the SharePoint site. This program was sponsored by the UC CSU IOU Energy Efficiency Partnership Program.

Contract Administrator's Workshop Link

October 20-21, 2014

This is a program by invitation to UC construction contract managers. They set the agenda. It was held on UC Davis at the Buehler Alumni Center.

Essential Tools for UC Construction Professionals – Project Delivery and Contract Boot Camp feat. Best Value Link

September 3 and 17, 2014

This session had three important components. Kip Baker walked everyone through what happens in a project for contract administrators. Dylan Paul provided an overview of UC contract documents and Chris Hornbeck provided a training on using Best Value procurement.

Storm Water Management Requirements for Operations, Maintenance and Capital Improvement Projects Link

August 15 and 25, 2014

The current policies and regulations on managing storm water compliance for new construction. The webinar is available - please click on the title. It will automatically download to the folder set up by IT or yourself. Double click on it to decompress the folder. Then, double click on the Stormwater folder. This will open it up.

Design Strategies and Cost Impacts of the 2013 Energy Code for UC Projects Link

August 14 and 22, 2014

This CPI coordinated event is sponsored by Design Services. Consultants who developed a report on the impact of the new energy code will present the report and answer questions.

Successful Capital Program Development Link

June 11 and 12, 2014

This CPI took the learner through the process of developing an overall capital program. Although capital planners gleaned quite a bit from this session, it also focused for project managers and facility staff.

Essential Tools for UC Construction Professionals: Scheduling, Specifications, and BIM Link

May 28th and May 29th, 2014

Our CPI Critical Path Method (CPM) training was relevant to all professions that manage projects; construction, design, real estate, or otherwise.

Smart Labs for UC and CSU Campuses: How to Safely Cut Your Laboratory Energy Use in Half

April 24, 2014 - FREE

This program will be held at UC Irvine in CalIT 2.

Understanding and Implementing LEEDv4 for BD+C and ID+C

Free training for UC CSU and Community College staff

This program was held on UC Davis campus. Alex Spilgar from GreenStep provided a day long training on the newest version of LEED (4).

Benchmark-based, Whole Building, Energy Performance Targets

December 12 and January 28 - FREE

This program was held in Southern and Northern California (UCI and UCM).

The Art of Prequalification and UC's CM@Risk

October 23 and 30, 2013

This program will be held in Oakland at the Executive Inn and Suites and on UCLA at Covel Commons in the Grand Horizon Room.

UC Real Estate Roundtable

October 16-17, 2013

This program was held in downtown Oakland at the 5 Star Conference Center in the Paramount Room.

Managing Building Information Modeling

September 4 and 11, 2013

This program was held in Oakland and UC San Diego at the Institute of Americas

Central Plant Strategies Workshop

June 12, 2018 | UC San Diego

Attend the UC Central Plant Workshop to gain new insight, discuss strategies, network with colleagues, identify new resources, and to help frame your campus central plant challenge. Come debate the benefits and challenges of biogas, electrification, cogeneration, flux capacitors, and more. Come hear from each campus, learn of UC energy procurement strategies, discuss the climate action plan, and share your thoughts. Come, be informed, and to inform others.

Presentation Materials Link

Design Build Contracts

April 17, 2013 and April 24, 2013

This program will be held at UC San Francisco and at UC San Diego. The registration fee is $50.00.

UC CPI – Demystifying the Certificate of Insurance

May 13, 2013

This was a free webinar sponsored by Risk Services.

Lean Construction Principles for UC

March 26, 2013 and April 4, 2013

This program was held at UC Berkeley and at UCLA. Esteemed faculty and UC construction leaders provided a day long session on using lean processes in construction.

Integrated Project Delivery/Controlling Construction Costs Link

September 27 and October 3, 2012

This program was held on UC San Francisco and UC Los Angeles campuses. Greg McKinnon of Hemming Morse Inc. and Sandra Beck of UC San Francisco discussed controlling construction costs and applying the concepts to Integrated Project Delivery method.

Emergency Building Assessment and Coordination: After the "Big" One Link

This training was provided by the CalEMA (now Cal OES). If you were unable to attend, please visit their website and look for upcoming sessions.

Cal OES homepage Link