Summary

More than ** years-experience in preconstruction, competitively estimating / bidding and managing commercial, private sector, public works, and federal construction projects. Projects ranged in value (over $200 million), and include biopharmaceutical laboratory buildings, retail outlet malls, healthcare, theaters, schools, multi-family housing, parking structures, aviation terminals, and military fuels facilities. I have also been estimate-lead on multi-discipline proposal teams for projects exceeding $400 million.

Extensive experience in estimating, project management, superintendence, scheduling, cost control, claims analysis, and contract administration.

During the drafting of the 1997 AIA Agreement(s) and General Conditions, I was selected by the AGC Legal Advisory Committee Chairman to author a “contractor’s viewpoint” on language being proposed to the AIA-AGC Joint Committee.

Asked and served as CMAA panelist, on subject of “Build a Better Bid” – January 2017

Implemented formal ‘Buyout’ procedure and forms utilized at Gilbane, Inc.

Construction Estimator & Consultant

August 2017 to Present

Just completed engagement on $200-million plus biopharmaceutical twin laboratory facility. As sole cost estimator, my role was to evaluate and prepare full check estimates on general contractor's change order requests, which required cross-check estimates of all subcontractor's proposals. The detailed estimates included pricing nearly every trade, ranging from drywall to structural steel to a $4 million electrical / communication submittal. Prior to working on the laboratory building project, I was asked to evaluate a $70 million mixed-use over podium project and value engineer nearly $10 million savings to meet the developer's funding.

Gilbane Inc.

Lead Business Unit Estimator

December 2010 to June 2017

Until last year, I oversaw estimating for one of Gilbane’s most successful (and profitable) business units, after having similar roles for both international and domestic divisions. I led estimating efforts for environmental proposals, requiring civil and conventional construction, including interface with marketing and proposal group. Business Unit grew from 17 to more than 90 employees, while I led estimating efforts.

Developed OCONUS/international estimates, for US military installations in Afghanistan, UK, Turkey, Germany, ROK, Spain, and Italy. Projects ranged from $12 - $60 million.

Asked by senior management to lead the estimating efforts of our Southern California region, and we were successful on 17 proposals/bids, which led to the region securing 71 percent of the company's overall US project awards.

Appointed to the lead estimating position for the fuels division (80 percent civil / building and 20 percent military fuels related), working on more than 100 proposal efforts varying from pier restorations, to fuels facilities in the US, and six other countries, ranging up to $35 million.

Changed company approach to VAT, with respect to financing VAT-duration cost in lieu of carrying entire VAT amount (in bid) which made company far more competitive.

Litigation Support Specialist

August 2009 through October 2010

A Texas law firm chose me to help represent their client in a matter against a large bonding company, to prove the surety had an excessive and material role in the contractor’s operations. The construction company was proven negligent, in which the client nearly died.

Proved that the surety personnel were materially directing the operations of a general contractor for nearly five years

Wrote all construction-related deposition questions for legal team

Surety settled for eight-figures, prior to Court hearings

Deposed for seven hours, resulting in surety settlement two days later.

Big-D Construction

Senior Cost Estimator

July 2008 through July 2009

Developed estimates on variety of projects, from 'big-box' industrial facilities for Prologis, Home Depot, Amazon, Sears, to surgical centers in Las Vegas, and a four-story health care facility. Worked in conjunction with head of operations and chief estimator to coordinate and finalize proposals. The big-box tilt-up buildings ranged in size from 400,000 to 1.2 million square feet, and typically started with conceptual sketches from which an estimate for construction was produced.

110-unit retail outlet, full civil, development, parking for Prime Outlets in Livermore, CA

880,000 square foot distribution center for Prologis/Sears Holdings in Stockton, CA

400,000 square foot distribution center for Home Depot in Tracy, CA

1.2 million square foot distribution center (2 buildings) for Prologis in Tracy, CA

Two 3-story surgical centers in Las Vegas, NV

108,000 square foot, four-story, healthcare facility in Stockton, CA

Bid and awarded numerous projects at Canada College

Lovett Silverman Construction Consultants

Senior Construction Estimate Consultant / Area Manager

July 2006 through June 2008

Performed cost-to-complete estimates in support of sureties such as Travelers, Liberty Mutual, and Safeco. Work entailed multi-site estimates, company interviews and evaluation of general and subcontractor key employees, often as part of the audit-evaluation team when contractors had requested interim funding from their surety.

Completion of UC Merced Housing and Campus - $18 million – Travelers Surety

26 Cost-to-Complete estimates ranging from $2.5 million to $38 million, in varying stages of completion – Honolulu, HI – Liberty Mutual Surety

Payment & Performance buy-back negotiations on behalf of Liberty Mutual Surety for work bonded on six-story housing unit.

Project(s) and Company (confidential) audit-team reviews to grant weekly financial assistance done on behalf of both Travelers and Liberty Mutual – 4 companies

Evaluate surety's risk, prepare a detailed Report of Findings, and make recommendations (e.g., buy bond back and let developer finish project) on whether surety should grant weekly financial assistance.

Contract Employee or Advisor

February 1992 through June 2006

Performed conceptual, budget, and hard-bid estimates for firms ranging from general contractors, construction managements firms, building developers, sureties, law firms on construction matters, union pension fund advisors, and a construction software developer.

Competitively-bid or negotiated (including closing bids) series of projects for Bay Area contractors on projects ranging for $30 million multi-family project, two $8 million Loft projects, and a $53 million terminal renovation at San Francisco International Airport.

oNL Barnes Construction

oKoll Construction

oWL Butler Construction

oSwinerton Builders

Claims analysis and sole negotiator for HDR / Kleinfelder on $4.2 million claim against them with NDOT, regarding the Ely Bridge Structure. Settled for less than $500,000.

Managed and ‘punch listed’ the design team, then directed on-site construction of a Mercedes Benz dealership (over capped landfill). Reworked methane retrieval system saving 2 construction months and over $250,000.

Bid and constructed two fast-track San Lorenzo school modernizations, including providing superintendence the last two months to ensure completion.

Selected to manage the design and construction of the second phase of a 122-unit townhome development (in 10 months) in Santa Rosa, CA.

Two-year engagement as the construction advisor to VirtualStep, during the development of their 4D software package for construction.

oServed as Sr. Vice President & Head of Sales – 3 million square feet of building model 4D product completed, or underway when I left company.

oReworked Business Plan and represented company in series of Venture Capital discussions, leading to second-round funding

Marchetti Construction, Inc.

Vice President & Chief Estimator

June 1988 through December 1991

Initially hired to provide estimating, bidding, and value engineering for two initial out-of-the-ground projects for Marchetti Construction. Promoted to Vice President & Chief Estimator in 10 months.

Successfully bid work against Perini and Swinerton Builders, then negotiated final Agreement with Board of Directors for 7-story building at 900 Kearny Street.

oWas project manager / superintendent until topping roof level off

oSaved over $175,000 in street-use fees (not removing parking meters), by placing trailer above sidewalk, utilizing extended soldier beams, and hoisting structural steel and decking from street.

Negotiated first phase of Claremont Health Spa with Harold Schnitzer of Harsch Investments, value engineering over $500,000 in owner’s savings.

oReplaced CIP retaining wall with soldier beams and 25-year lagging to generate over $300,000 in savings.

oWorked with civil/structural engineering firm to optimize wall, base slab, and reinforcement steel for another $125,000 in savings.

N. L. Barnes Construction

Senior Project Manager & Sr. Estimator

February 1984 through June 1988

Senior estimator and project manager on public works and private sector projects, including 3 new retail facilities for Mervyn's. Given success, Mervyn Morris requested that I be the project manager for the completion of their 360,000 square feet headquarters building in Hayward, CA. When nearing completion, we broke ground and constructed a new parking garage. Some other projects:

Four-level Lombard Street Parking Garage

Stanford Children's Hospital foundations

Interior and exterior renovations at Pacific Medical Center and PG&E Headquarters

Historic restoration at 44 Page Street

Addition of two parking levels at the Sutter-Stockton Garage

Dillingham Construction (Heavy Construction Division)

Cost Engineer / Estimator / Superintendent

June 1980 through Jan 1984

Recruited to California and worked with five former Kiewit executives that built Gordon H. Ball Construction into a $1 billion per year firm. After 18 months, I was one of seven (project manager) candidates selected for formal project management training, and gradually list was pared by management to only three of us for future placement.

Evaluate costs on three $70 to120 million projects, and prepare weekly reports for senior management on progress, forecasts, and cash-flow analysis.

Powerhouse superintendent (for base concrete pour) using two 9-yard buckets to pour the 6-foot thick powerhouse base slab, at Kerckhoff II.

RELEVANT PROJECTS LISTING

COMMERCIAL UPGRADES CECIL H. GREEN LIBRARY

Stanford University, California

$25 Million

A state-of-the-art historical restoration and seismic upgrade to the west wing of the library. Provide a design development budget estimate for the general contractor for architectural finishes, specialties, and required interfacing of mechanical, electrical, and demolition subcontractors. Budget estimate was used in negotiations with Stanford University and their cost estimating firm to produce the ultimate budget.

SAN FRANCISCO STATE UNIVERSITY ADMINISTRATION BUILDING

San Francisco, California

$7.9 Million

Seismic rehabilitation of existing administration building which remained operation during construction. Scope of work included concrete enclosed, steel-frame structure with a new foundation requiring staged shoring and underpinning of the administration building. Provide competitively bid estimating services to general contractor, including subcontractor logistic and bid coordination, requests for clarifications, phasing plan and shoring scheme, and construction schedule for bid package.

MODERNIZATION OF BAY ELEMENTARY & COLONIAL ACRES

San Lorenzo School District, California

$7.1 Million

Phased modernization of two schools during Summer break. Primary component was to replace existing roofing and sheetmetal, plywood substrate, and re-blocking for 64,000sf combined given rot – original bid quantity was given to be 18,000 square feet. Other work done at both locations were ADA upgrades, new locksets throughout, new communications systems and hardware, new computer rooms constructed, and painting inside and out.

Both schools were the only (out of eight) completed within the original schedule duration, so the children could return to school.

Provide competitively bid estimates for general contractor (low by less than 2 percent on each project). After buyout and discovery of substantial increase in scope of roof work, acted as PM/Superintendent to ensure completion.

SACRAMENTO MEMORIAL AUDITORIUM RESTORATION

Sacramento, California

$10.7 Million (Phase I of $26.5 Million Project)

Seismic upgrade and historic restoration which included design and pricing of replicated ornamental ceiling, numerous full-height concrete shear walls, ADA compliance upgrades, life safety and other Building Code upgrades. Provide itemized lump sum estimate for short-listed design-build team of EHDD/Barnes working with structural, mechanical, electrical engineers to ensure compliance with historic architect’s criteria. Priced over 30 priced alternatives for the owner’s review.

HASLETT WAREHOUSE CONVERSION TO ARGONAUT HOTEL

San Francisco, California

$41 Million

Historic restoration of 185,000 square foot cannery facility and warehouse into 252-room three-plus star boutique hotel, restaurant, and Maritime Museum in conjunction with the National Park Service. Project featured numerous back of house office areas, meeting rooms and boardroom facility, conference center, restaurant and kitchen, and museum built in an unreinforced masonry building featuring wood columns on 11-foot centers throughout the building. Worked with general contractor, design/build subcontractors, design professionals, consultants, and NPS representatives to mitigate the effect of two and one-half month abatement delay.

44 PAGE STREET RESTORATION & ADDITION

San Francisco, California

$4.6 million (Restoration) plus $2.9 million in Tenant Improvements

Seismic upgrade and foundation enhancement, restoration, and addition of two levels and roof to former Druids Building. Project featured added foundation and dewatering to support added structure, numerous seismic upgrades and added support structural components, restoration following upgrades throughout the building. Worked as general contractor, design/build subcontractors, managed design team and Owner’s changes for upgrades and base finishes, plus three floors of tenant improvements.

235 PINE STREET – U.S. BANKRUPTCY WITH 3 COURT ROOMS

San Francisco, California

$4.9 million

Managed Fast-track Build-Design of six-floor San Francisco US Bankruptcy full interior improvements, including three full formal Federal courtrooms, back office and administrative areas, including substantial structural support work done to support filing requirements. Given schedule constraints, project was completed using 35% drawings with Architect completing documents after work was completed.

Utilized Agreement with San Francisco Building Department to correct any deficiencies they found during inspections, which cut nearly a month from the anticipated completion date.

Although Federal Government impacted the schedule by taking 13 weeks for approvals, project schedule was ‘crashed’ and final completion was only 10 days late, which was excused. Negotiated all sub-work to began on time-and-materials, and was modified to respective GMP’s when the scope of work was ironed out. We exceeded our originally anticipated project fee.

NEW CONSTRUCTION KOLL DUBLIN BUILDING FOUR

Dublin, California

$10.6 million (Shell) plus $8.5 million in Tenant Improvements

A four-story Class “A” office building totaling 128,000 square feet. Perimeter shell was combination of precast panels and glazed wall units for the full perimeter. Structure was concrete over steel deck with structural steel framework.

Managed design team to “complete” documents, and prepared new Guaranteed Maximum Price from competitive bids from select list of local trade contractors, in lieu of merely using subcontractors from first two buildings. Effort produced savings in excess of $370,000 including consideration for items previously excluded because of document status, and unwillingness of prior subcontractors to tender equitable pricing.

900 KEARNY STREET BUILDING

San Francisco, California

$12.2 Million Shell plus $11 million in Tenant Improvements

Bid and built seven-story Class “A” office building, with finished bank tenant improvements in lower level. Shell was structural steel with metal deck erected after underpinning of adjacent structure was completed, and foundations and lower level CIP walls were installed. Held position of project manager/superintendent until ‘topping out’ was completed.

Project was first out-of-ground building for Marchetti Construction, who typically specialized in high-end renovations. During select bid process, worked with principal subcontractors to develop logistical approach and winning approach. Effort minimized risk and ensured we received subcontractor’s ‘best pricing’ on bid day.

CLAREMONT HOTEL SPA (Phase I)

Oakland/Berkeley, California

$4.2 Million

After conducting seismic investigations (to locate fault beneath project), worked closely with owner to construct their initial spa and pool restaurant facility. Initial design was nearly a million dollars over budget, I also worked with design team to incorporate changes to the structure and shoring that yielded over $500,000 in savings.

Made suggestion to have design team ‘finish’ documents, prior to soliciting bids, so we could competitively bid the project to obtain the best trade pricing. The additional two weeks of design completion, and competitive pricing, resulted in another $300,000 of savings.

AUTOBAHN MOTORS

Belmont, California

$6.2 Million

A 32,000 square foot Mercedes Benz dealership built over landfill. Facility included mat slab, methane exhaust, radial metal siding, and state-of-the-art maintenance facility, two level office, showroom, and two paved lots. Perform full preconstruction services for chosen general

contractor including multiple estimates, value engineering, daily interface and management of EHDD-led design team to keep project within budget, management of initial ground surcharge, and final bid solicitation and analysis.

CALLIPPE GOLF COURSE & PRESERVE

Pleasanton, California

$44 Million

Managed construction of a 18-hole championship golf course, driving range, clubhouse, maintenance facility, cart barn, fertigation system, construction of 900,000 gallon water tank, development of 35 residential plots surrounding course, joint trench utilities, and utility company coordination including easements, and final direct coordination of electrical subcontractor to energize property. Worked with general contractor, design/build subcontractors, design professionals, international golf course consultants, and took over general contractor’s requirement to complete water tank, electrical, and maintenance facilities to mitigate the effect of eighteen-month general contractor delay.

CENTRIS TOWER SAN FRANCISCO

San Francisco, California

$ 32.4 Million

New 14-story combined use structure over four levels of subterranean parking with stone and glass fascade. Project featured lower level health club and retail facilities while upper twelve levels consisted of both live/work units and isolated condominiums designed by SOM. Perform series of preconstruction services leading to award of construction management Agreement for superintendence and site administration. Worked closely with architect and structural engineer to develop financing package for pension fund advisor approval.

SAN FRANCISCO PREMIUM OUTLETS

Livermore, California

$71.2 Million

Development of detailed conceptual estimate for general contractor of a retail outlet development. Project consisted of full site development of 110 retail spaces (within 12 tilt-up buildings), site utilities, access roadways, soft and hard landscaping, and tight utility coordination given primary underground fiber optic run in heart of project.

Developed scopes of work for all trades, including items not included on 35 percent drawings, used for conceptual estimate preparation. Presented proposal to developer, and was awarded project two hours following meeting. Ultimately, project was constructed for slightly under $70 million.

HERCULES OUTLET VILLAGE DEVELOPMENT

Hercules, California

$25.5 Million

Development of 1.1 million square feet of site with thirteen low-rise structures amounting to 291,000 square feet of retail area. Two of the buildings were intended for restaurant use and support, while another 6,600 square feet of second floor housing is projected, and 10,400 square feet of office shell will be constructed. Driving lanes and parking for 1,300 vehicles is developed over 460,000 square feet of asphalt paving, and another 187,000 square feet of site is covered with various grades of concrete paving.

Prepare Not-to-Exceed pricing for selected general contractor. Assisted developer and design professionals with utility (StanPac, PG&E, and Chevron) companies regarding relocation, logistics, and respective pricing. Also, assisted developer in negotiations with City of Hercules regarding non-union versus prevailing-wage price structure.

SHOWPLACE SQUARE LOFT CONSTRUCTION

San Francisco, California

$7.5 Million

New construction of 34,000 square feet of live/work over lower level parking structure.

Perform full Construction Management services for preconstruction period. This included budgeting, scheduling, design conflict detection, programming phasing for funding options, and extensive interface with trade contractors to value engineer $850,000 in savings which allowed owner to secure funding. Bid project and unsuccessful, but brought back by developer five months later to complete construction.

FAO SCHWARZ UNION SQUARE RESTORATION

San Francisco, California

$6.7 Million (Seismic Upgrade Only)

Seismic upgrade and foundation enhancement, restoration, and full build out of toy store. Project featured added foundation and reworking of all existing steel beams and columns. Age of steel required different welding methods, taking approximately three times as long for welding of structural components. restoration following upgrades throughout the building. Worked as general contractor (for seismic) and later for Schwarz’s New York Construction Manager for completion of seismic upgrades and store and office construction FAO SCHWARZ.

R.G. BRANDENS PROTOTYPE OUTLET

Atlanta, Georgia

$2.9 Million

Construction of 130,000 square feet prototype retail store for former owner of Mervyn’s Department Stores. Building was two levels and fully built out, complete with retail shelving components, added parking lots, and new site utilities.

Prepare Not-to-Exceed pricing as selected general contractor, interviewed local trade contractors for qualifications, and coordinated efforts between California architect and local design team. Later, acted as project manager throughout construction to store opening.

FLAX ART STORE RESTORATION

San Francisco, California

$4.2 Million

Phased interior renovations and ADA upgrades of 19,000 million square feet of retail site, while it stayed in full operation. Coordinated and dealt with Owner’s flooring material purchase from Pirelli in Germany. Expedited material security, then sent to have ‘sized/cropped’ as material was not uniform in size and could not be installed.

Prepared Not-to-Exceed pricing as selected general contractor. Assisted design team in document completion, by ‘punch listing’ team much like that done with subcontractors. Completed six of eight phases before transferring to another project.

MERVYNS CORPORATE HEADQUARTERS & PARKING GARAGE

Hayward, California

$17.5 Million

Brought in by client to correct, complete, and provide new construction of 360,000 square feet for corporate headquarters, after original design-build firm had been terminated. Later, we were asked to complete an djacent multi-level parking structure.

Perform full project management supervising our workers, superintendents, and administrative staff to complete the original design, and work with City of Hayward to ensure installation ultimately met Codes. The building contained private offices, open area cubicles, mechanical and electrical housing, and a computer center that was linked to cash registers in Mervyns 55 retail locations.

The building was partially occupied, so completion/correction of Life Safety elements, ADA-compliant work, and balancing of the mechanical systems were initially critical. After construction was concluded, I worked with Mervyn’s attorneys ultimately testifying for three days regarding our approach, accounting methodology, existing conditions (found), construction practices, and presented the damage claim.

MULTI-FAMILY WORK STONFIELD AT FOUNTAINGROVE

Santa Rosa, California

$17 Million

Provided full Construction Management for preconstruction and construction periods for completion of 57 custom townhomes, totaling 105,000 square feet, in seven months, including site development and landscaping. Original developer had abandoned project in various stages of completion.

Scope of work included initial financing budgets, document scrutiny and design punch listing, bid solicitation, field supervision and management, scheduling, cost control and reporting, project accounting, and daily negotiations with trade contractors. Worked closely with design team during preconstruction on forensic phase, completion of construction documents and agreements, pre-qualified contractors (both general work and sub-trades). Administrated all contracts and approved pay requests.

COMPASS PLACE – PHASES I through V

Sunnyvale, California

$21.4 Million

A condominium complex containing 240 units in 16 buildings with eight acres of site development. The buildings are three-story, wood-frame over one level of surface parking. Floor plans consist of one, two, and three-bedroom units, averaging 1,200 square feet. Project amenities include pool, play yard, and picnic area.

Provided estimating and on-site administration for general contractor including interface with mechanical, electrical, and earthwork trade contractors.

HILLER HIGHLANDS – PHASE I

Oakland, California

$12 Million

A 34-unit detached condominium development destroyed by the Oakland Hills fire. Provided estimating, cost accounting and site administration for general contractor(s) including interface with trades, public agencies, sureties, and homeowners.

JPI – FREMONT

Fremont, California

$32 Million

New construction of 400-unit townhome community including site mitigation and development, perimeter off-site development, and numerous site amenities. Provided Not-to-Exceed estimate, with incorporated value engineering, for a short-listed general contractor from the construction drawings and documents.

Range of services included development of outline specifications, subcontractor coordination, estimate, proposal draft, and presentation.

MEDICAL FACILITIES RENO MEDICAL CLINIC AND PARKING STRUCTURE

Reno, Nevada

$10 Million

A new three-story, steel frame, medical office building with a gross enclosed area of 48,800 square feet. As well, a new 406 stall, five-level concrete parking structure, totaling slightly more than 137,800 square feet. Provide estimating, subcontractor coordination, constructability analysis, and value engineering to the general contractor.

STANFORD - HOSPITAL EXPANSION (FOUNDATIONS)

Stanford, California

$8.6 Million

Constructed new isolated footing, mat foundation, and lower level shear walls for medical office building expansion. Coordinated with CM Morse Diesel and hospital, as access was limited and certain aspects of work had to be coordinated with surgical procedures in adjacent building. Provide estimating, subcontractor coordination, constructability analysis, and value engineering for general contractor.

CALIFORNIA PACIFIC MEDICAL CENTER – FIVE PROJECTS

San Francisco, California

$16 Million

As one of the three select-list contractors, we performed five projects (four interior improvements and one parking garage repair) for the hospital. The interior improvements included work on two surgical units and the others were interior renovations for departments within the hospital. One included movement and expansion of the pediatric unit, and substantial coordination between departmental staff, architects and engineers, and subcontractors. Provide estimating, project management, subcontractor coordination, constructability analysis, and value engineering for the general contractor.

LUCILLE PACKARD CHILDRENS HOSPITAL EXPANSION

Stanford, California

$12.4 Million – Claim by General Contractor

Contacted by Stanford personnel to review and negotiate an equitable resolution to a claim presented by their General Contractor for Mechanical and Electrical upgrades to original scope of work, and detailed GMP presented by Contractor. Reviewed GMP estimate detail along with claim components (seven three-ring binders), discovered ‘new’ work and lowered direct costs by more than $8 million. When presented with Report of Findings substantially lowering claim amount, General Contractor said they were relying on their subcontractors for correct information, and substantially lowered pricing to within 2 percent of what I recommended. Provide analysis of added, and deducted, work and reviewed Contractor’s original estimates and GMP detail / inclusions, and finalized claim in client’s favor.

MISSION NEIGHBORHOOD HEALTH CENTER (PHASES 1 through 3)

San Francisco, California

$ Confidential

Provided preliminary budget, and competitively bid estimates, for project designed by Victor Fabionar, to within one percent of actual construction costs, and done from four initial concept sketches. Given schedule constraints and logistics of working within an active

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