Consultant Services
Introduction
Construction should not be just a means-to-an-end, but a collaborative, efficient and dynamic operation that yields a top-quality result. With 32+ years of experience in industry, I can provide a wide range of consulting services to meet your needs. Services range from performing contract reviews and risk management profiles, to leading you through project challenges. I can provide added value, planning, and solution-based problem solving at any stage during design or construction process. I am also very effective at management and oversight of a General Contractor or Design/Builder.
Establishing and maintaining client relationships and confidence is key. I have worked on all sides of the issues, so I can help you set up a project, navigate through a claim, evaluate a budget, and analyze your project risks. This can greatly minimize potential downside, whether it be financial, performance, communication, regulatory, means and methods, or technical. I create proactive strategies to achieve the highest value while protecting your investment.
Every project is unique which requires specialized set of skills and experience. There are different stakeholders in each project with a different set of expectations. I provide an objective view of the project challenges and determine mutually beneficial options that otherwise might not have been considered. I also have a tremendous library of "Lessons Learned" collected over my career that I can tap into to help you execute your project to successful outcome.
Market Sector Summary
Range of experience in multiple building sectors. Visit my Market Summary Page for a complete breakdown of experience by specific market sectors. Been the leader of several completed Multi $100M+ Projects in my career so I have seen many different issues and challenges. Most recent market experience has been in these sectors:
- Multi-Family, Housing, and Apartments/Condos
- Hospitality and Hotel Resorts
- Mixed Use Commercial
- Higher Education and Student Housing
Consulting Experience
Worked as Client Advocate and Owner's Representative from June 2014 to Present for the following:
BNBuilders | Construction Executive - Project set-up, operations and scheduling, staffing plan, feasibility study, and procurement strategy to complete an existing 2-Story shopping mall conversion into large Corporate Technology Campus for Google $180M in Los Angeles in 2021
Intracorp Companies | Owner Representative - The Marc (in San Marcos) $70 Million. 4-Story Wood-Frame multi-family apartment campus (with 6 buildings and 2 phase project delivery. Completion in October 2017.
Webcor Builders | Operations Consultant - UCSD Nuevo West Student Housing $142 Million. Consulting on RFP Proposal providing strategic analysis of submission, schedule reviews and development, site logistics plans, and budget estimate review.
Berkeley Research Group | Construction Manager - Downtown Commons Mixed-Use Tower $175 Million. Consulting services including review of claims, change order issues, and schedule delay impacts for various projects.
KPRS Construction | Consultant - General consulting on project risk management tools and techniques including analysis of bids, constructability, and GMP preparation.
Turner Construction | Expert Consultant - Helping former company address any past project issues, challenges, and claims helping them navigate through past project issues and providing valuable historical details.
KCS West | Construction Executive/Manager - Westin Anaheim Resort $300 Million. Executive Management and Consulting services for Preconstruction, job set-up, procurement, bid packages, subcontract awards, GMP preparation, staff planning, and estimating/VE for 618-Room Hotel Resort for Wincome Group.
Scope of Services
Scope of services break down into these 3 Major Categories. This is a summary and overview only. I will tailor the services to fit your specific needs to help address the project challenges that you may be facing.
1. Project Set-up and Planning
2. Disputes and Project Claims
3. Owner Representation
1. Project Set-Up and Planning
Setting up a project for success is the most critical phase of any venture. Primary focus is establishing priorities and expectations up front with proven planning procedures. This helps to layout the framework of how the project will be managed and executed. It is crucial to quickly recognize potential risks of a poorly structured deal and be able to mitigate the downside. Scope of services can be tailored to reflect your specific needs. These steps include specific action items, defined milestones and deliverables, and utilization of tools and checklists I have developed.
- RFP Package Preparation
- General Contractor Selection
- Client Performa Reviews
- Risk Management Plan creation
- Staffing and Organization
- Cost Evaluation and Estimating
- Project Scheduling and planning
- Constructability and VE Studies
- Site Logistics Planning
- Project Set-Up Checklists
2. Disputes and Project Claims
Claims, contract disputes, and performance issues are unfortunately part of many projects in one form or another. I have experience in handling and negotiating issues to successful result by mitigating the project risks and holding others accountable to the contract. Part of settlement of large claims on past projects to successful outcomes. I am proficient at analyzing change orders and estimating cost/time impacts. In addition, I have been an Expert Witness in litigation process and been engaged in mediation as the primary negotiator.
- Delay/Recovery Schedules
- Time Impact Analysis
- Entitlement Analysis of Claims
- Subcontract Defaults
- Change Order Settlements
- Construction Defect Claims
- Detailed Project Audits
- Expert Witness
- Claim Litigation Support
3. Owner Representation
As the best of all worlds, my services can be deployed as the project liaison or Owner representative to help manage the team members and project issues, assist to make timely decisions, and provide valuable leadership on your behalf; always keeping the best interests of my client protected. Have first-hand knowledge of many contractor strategies, construction methods, various tactics, and execution plans that you can capitalize on simply by just having me as part of your team.
- Monitoring of Timely Deliverables
- Payment Application Reviews
- Contract reviews with Designers
- Negotiation of Changes | Claims
- Quality Control Execution
- Turnarounds and Takeovers
- Coordination of Owner Move-ins
- Contractor Warranty Responses
- Contractor Performance Evaluation
Project Planning
Disputes and Claims
Owner Representation
Consultant Agreement
I have drafted a complete Consulting Agreement that outlines the overall contractual arrangement. This can easily be adjusted to fit the specific tasks or scope of work that you require. Or I can review and sign your existing consulting agreement as necessary.
Project Execution Deliverables
Based on of my past experience I have maintained a very thorough and detailed library of proven processes, manuals, checklists, and project execution and planning tools that can be of tremendous value to many clients, including:
- Project Start-Up Planning Checklist
- Risk Management Planning Tools and Checklists
- Preconstruction Manual and Execution Checklists
- Financial Pro-Forma Study and Cost Model Spreadsheet
- Permit and Consultant Fee Checklists (Soft Cost Study)
- Project Fee Enhancement Ideas
- Constructability and Value Engineering Manuals and Checklists
- Contractor Selection Matrix and Proposal Evaluation Guide
and several others.....
Consultant Fees
Every project is handled in a professional manner. My fee proposal is based on the specific needs of each project. Once I have understood the issues and evaluated the time and effort necessary to address your situation, a fee proposal inclusive of an hourly rate (or lump sum) can be provided. This will reflect overall effort based on hours and reimbursable expenses to help you succeed in your venture.