Expert Details

Expert in Construction Management, Cost and schedule delay damages

Expert ID: 735006 California, USA

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Expert specializes in construction management program management, quality control and quality assurance, contract administration, risk management and dispute resolution. Since 1974, his construction experience has included the following project delivery methods, EPC, DBB, DB, CMGC, CMAR, IPD, and agency construction management, program management services on a wide variety of construction programs and projects.

He has held positions as Quality Control/ Quality Assurance, Inspector. Manager, Field Subcontracts Manager, Contract Administrator, Construction Manager/ Resident Engineer, Senior Scheduler, Project Controls Manager/ Director, Director/ VP of Project Planning and Scheduling, Vice President of Claims, Program Management Consultant, Commercial Director, Change and Claims Manager and Managing Director.

Recent program/ project experience includes: acting as an extension of Owner's staff as PM or CM Consultant for federally funded FTA transit mega projects to assist Owner's senior management with selection of project delivery method and development and execution and oversight of all construction contracts. To ensure the Program/ Project goals and objectives are met focusing on completing the Program/ Project on schedule and within budget and avoiding claims.

Expert also has extensive experience in preparing and defending claims for owners, contractors, and surety insurance companies on private and municipal projects, such as power plants, industrial facilities, academic facilities, commercial/ mixed use buildings, water and wastewater plants, dams, prisons, airports, hotels and resorts, hospitals, light rail and transit facilities, highways, and bridges.

Technical Experience: Representative U.S. and international technical experience includes:
Managing, leading, Quality Control/ Quality Assurance staff and development of QC/QA processes and procedures
Managing, leading, construction management/ project control/ claims staff
Contract and subcontract administration
Development/ maintenance of project WBS/ Master Schedule
Development/ maintenance of project risk registers
Review and approval of Contractors pay application
Development/ Implementation of state of the art program project controls systems (PMIS)
Review of contractor submitted baseline schedule and monthly updates
Development and control of change control systems and processes
Managing change control process from finding of merit to change order execution
Project/ Program oversight reporting for Owners/ Developers/ Investment Fund Managers
Development of contract terms and conditions and project/ program contract administration
Presenting Project/ Program performance measurement results to executive management
Construction claims preparation, analysis, defense, and negotiation of disputes
Schedule delay, disruption, acceleration analyses.
Estimating and calculating construction cost damages
Schedule and cost issue and entitlement identification and analysis
Claims presentations and settlement negotiations in alternative dispute resolution forums
Project budget development and control
Project schedule recovery and work around development
Project management of project life-cycle from project initiation to project close-out
Program management, controlling cost & schedule of a portfolio or projects ranging in value from $500k to > $500M.
Development of Alternative Project Delivery Options and Recommendations
Surety Bond investigations of contractor cure notices from Owners
FTA Transit New Starts process experienced
Project Delivery experience includes: Design/ Bid/ Build, Design/ Build, Engineering Procurement Construction, Construction Management/ General Contractor, and Agency CM/PM extension of staff

Education

Year Degree Subject Institution
Year: 2007 Degree: Juris Doctorate Subject: Law Institution: Purdue Global University
Year: 2003 Degree: MBA Subject: Project Management Institution: University of Texas, Dallas
Year: 1996 Degree: B.B.A Subject: Business Management Institution: Northwood University, Cum Laude
Year: 2003 Degree: Masters Certificate Subject: Program Management Institution: University of Texas, Dallas

Work History

Years Employer Title Department Responsibilities
Years: 2017 to Present Employer: Undisclosed Title: Managing Director Department: Responsibilities: Construction claims staff for preparation of claims for
contractors and defense of Owners and Surety’s in construction disputes. Participates in all forms of alternative dispute resolution process including Dispute Board Hearings, Mediation,
Arbitration and Litigation. Expert has been deposed and designated as an Expert Witness on a number of matters. Expert specializes in construction management issues and cost and schedule delay damages.
Years: 2014 to 2017 Employer: Honolulu Rail Transit Project Title: Change Control/ Claims Manager Department: Responsibilities: Honolulu Rail Transit Project
(HRTP) Honolulu Rail Transit Project – East Section, East Section CE&I/CM Services, Honolulu, Hawaii Change and Claims Manager for Construction Engineering and Inspection Services (CE&I) Contract for the $1.5B East Section of the Honolulu Rail Transit Project (HRTP) for the Honolulu Authority for Rapid Transportation (HART). Expert is responsible for managing the project change and claims process, including ensuring
compliance with the HART Contract Change Procedure and Design/Build Contract change and claims terms and conditions of the contract. Duties include managing change and claims staff consisting of independent cost estimators, schedulers and administration support engaged in responding to Design/Builder requests for changes or HART initiated
changes. The Change and Claims team manages the change process from finding of merit/initial scoping meeting to negotiating the change and execution of the change order.
For disputed changes that cannot be resolved the issue is escalated to Claim and the Change and Claims team manages the claim process through the contract dispute resolution process, which could include Dispute Resolution Board hearings and/or
Mediation, litigation.
Years: 2014 to 2016 Employer: Stantec Title: Change Control/ Claims Manager Department: Responsibilities: Providing Construction Engineering & Inspection services for the Design/Build $2.058 billion Crenshaw/LAX Transit Corridor Project, an 8.5-mile light-rail line, with eight stations. Expert is responsible for managing the project change and claims process, including ensuring compliance with the LA Metro Contract Change Procedure and Design/Build Contract change and claims terms and conditions of the contract. Duties include managing change and claims staff consisting of independent cost estimators, schedulers and administration support engaged in responding to Design/Builder requests for changes or LA Metro initiated changes. The Change and Claims team manages the change process from initial finding of merit/scoping meeting to negotiating the change and execution of the change order. For disputed changes that cannot be resolved the issue is escalated to Claim and the Change and Claims team manages the claim process through the contract dispute resolution process, which could include Dispute Resolution Board hearings and/or Mediation, litigation.
Years: 2013 to 2014 Employer: HDR Engineering Title: Project Controls Director Department: Responsibilities: providing Program Management,
Project Controls, Risk Management Leadership, guidance, management and mentoring for
Program Management (PgM) and Integrated Delivery (ID) projects including construction
management for fee (CM for Fee), construction management at risk (CM at Risk), designbuild
(D-B) and engineer-procure-construct (EPC) for the Resources Business Group (BG).
The primary function of Project Controls Director is to support all PgM and ID projects, EPC
D/B, CM at Risk, DBB projects undertaken by the Resources BG in the areas of Contract
Administration, Document Control, Cost Estimation, Risk Management, Project Scheduling,
and Procurement.
Years: 2011 to 2013 Employer: HDR Engineering Title: Project Controls Manager and Document Control Manager Department: Responsibilities: assigned to the SANDAG $2B 11-mile Mid-Coast Corridor Transit Project (FTA New Starts
Project). Areas of responsibility consists of ensuring compliance with all applicable
regulations of Federal Transit Administration; supervising technical support staff involved
during the initial contract procurement and award stages; leading or assisting in negotiations
for applicable professional services contracts; performing project oversight management
activities related to scope, schedule and budget; validating task order change requests
regarding entitlement and merit; assisting in negotiations of task order amendment/change
orders; and assisting in task order contract/project close-out activities. Additional work
included development of Alternative Project Delivery research and recommendations report,
recommending Construction Management/General Contractor as the recommended project
delivery method to the Owner. Expert led a project controls/document control staff of 6
on the Mid-Coast Corridor Transit Project in the development and maintenance of the Master Project Schedule and Project Document Control System.
Years: 2009 to 2011 Employer: Werner Consulting Title: Claims Consultant/ Expert Witness Department: Responsibilities: Prepared claims for contractors and defended claims from
contractors and participated in settlement negotiations, including meditation and preparation for
litigation. Performed cost and schedule analysis demonstrating delay, disruption, acceleration,
as well as performing damage and loss of productivity calculations, as-built schedule
reconstruction, issue and entitlement identification and analysis.
Years: 2008 to 2009 Employer: Allco Finance Group Title: Commercial Director Department: Responsibilities: for the Development and Construction of the $3B Tehachapi 1500MW
Wind Farm. Responsible for joint venture risk management oversight of Oak Creek Energy
Systems and Alta Wind Energy Development. Acted as developer’s representative to resolve day to day issues with JV partner. Reviewed JV’s monthly report and provided a summary
monthly report to the infrastructure investment funds Board of Directors. Reviewed JV invoices
and provided authorization approval to JV Board of Directors. Reviewed all change orders and
provided authorization approval to the JV Board of Directors. Performed other risk management
duties as directed by the Board of Directors. Prepared contract bid documents and prequalified
EPC contractors and performed construction management oversight.
Years: 2006 to 2008 Employer: Parsons Corporation, Title: Program/Project Controls Manager Department: Responsibilities: for the $3B Orange County Sanitation District Capital
Improvements Program. Supervised change order cost estimates and schedule quality control
reviews of contractor submitted baseline and monthly update CPM schedules. Performed cost and
schedule analysis demonstrating delay, disruption, acceleration, as well as performing damage and
loss of productivity calculations, as-built schedule reconstruction, issue and entitlement
identification and analysis. Supervised Construction Project Controls staff and reported to the
Director of Engineering.
Years: 2003 to 2006 Employer: Watt, Tieder, Hoffar and Fitzgerald, LLP Title: In-house Claims Consultant Department: Responsibilities: advised and assisted attorneys in the representation of contractors
and surety insurance companies in construction disputes. Prepared claims for contractors and
participated in settlement negotiations. Performed cost and schedule analysis demonstrating delay,
disruption, acceleration, as well as performing damage and loss of productivity calculations, as-built
schedule reconstruction, issue and entitlement identification and analysis.
Years: 2000 to 2003 Employer: Wyndham International Hotels & Resorts Title: Director/Vice President of Project Planning and Scheduling Department: Responsibilities: $300M per year capital
improvements for hotel and resort renovations. Managed outside consultants and worked with inhouse
and outside counsel for resolution of construction disputes. Reported to SVP Design and
Construction, supervised project managers, and was responsible for contract administration and
cost and schedule control of Hotel and Resort Capital Improvements Program.
Years: 1998 to 2000 Employer: Pathnet, Richardson Title: Manager of Project Scheduling Department: Responsibilities: nationwide wireless and fiber buildout. Managed Project Controls staff and reported to VP of Project Management.
Years: 1996 to 1998 Employer: Meridian Consulting Group Title: Assistant Vice President Claims Department: Responsibilities: represented owners, contractors and surety insurance
companies in construction disputes. Prepared claims for contractors and defended owners
against contractor claims. Performed cost and schedule analysis demonstrating delay,
disruption, acceleration, as well as performing damage and loss of productivity calculations, asbuilt
schedule reconstruction, issue and entitlement identification and analysis.
Years: 1993 to 1996 Employer: O’Brien Kreitzberg/URS Title: Project Controls Manager Department: Responsibilities: Program Management Consultant, Project Controls Manager for Dallas Area Rapid Transit $860M 20-mile Light Rail Starter System. Expert was responsible for program cost and schedule control and management of cost and scheduling staff. Reviewed for approval Contractor submitted baseline schedules and monthly schedule updates.
Years: 1986 to 1990 Employer: Sverdrup/Jacobs Title: Resident Engineer/CM/Inspector Department: Responsibilities: $400M Sanitary District of Decatur IL,
Wastewater Treatment Improvements, as owner’s representative provided construction
management services for new secondary treatment facilities and combined sewer overflow
system and capping of existing sludge ponds for future site development. Performed change
order cost estimates and contractor schedule reviews.
Years: 1991 to 1992 Employer: Sverdrup/Jacobs Title: Senior Scheduler Department: Responsibilities: $150M Hershey Chocolate Design/Build Confectionary
Chocolate Paste & Crumb Plant, as owner’s representative provided design/build construction
management services, including Quality Control Manager, Site Safety Representative,
Procurement/expediter, Document Control Supervisor and Project Scheduler.
Years: 1992 to 1993 Employer: Sverdrup/Jacobs Title: Project Controls Manager Department: Responsibilities: $300M City of Dallas Texas, Elm Fork Water
Treatment Plant Improvements, as owner’s representative provided construction management
services. Performed change order cost estimates and contractor schedule reviews.
Years: 1984 to 1986 Employer: Guy F. Atkinson Title: Quality Assurance Manager Department: Responsibilities: start-up phase, $4B Clinton, IL nuclear power plant. Supervised 20
QA inspectors performing final documentation review and acceptance of safety related inspection
reports as required by the NRC before nuclear start-up could proceed.
Years: 1981 to 1984 Employer: Bechtel Power Title: Quality Control Inspector Department: Responsibilities: Subcontracts Administrator, construction phase, $4B Midland MI
nuclear power plant. As Field Soils Organization (FSO) QC inspector verified subcontractor
compliance to contract requirements for $100M remediation of turbine building settlement. A glycol
freeze wall was installed around building perimeter; the building foundation soil was excavated with
the building supported by a temporary jacking system. As subcontracts administrator reviewed and
approved FSO subcontractor pay applications and verified compliance to contract requirements.
Years: 1980 to 1981 Employer: Stone & Webster Title: Quality Control Inspector Department: Responsibilities: construction phase, $4B Riverbend, LA nuclear power plant. As field
QC inspector verified subcontractor compliance to contract requirements. Performed concrete preplacement
and placement inspection of all safety related structures. Inspected structural backfill for
all safety related structures. Supervised construction materials testing technicians.
Years: 1978 to 1980 Employer: Western Technologies Title: Engineering Technician Department: Responsibilities: construction phase, $5B Palo Verde Nuclear Power Plant, Units 1, 2, &
3. As subcontractor to Bechtel, performed field and laboratory concrete, soil, and steel construction
materials testing to verify compliance with contract requirements.
Years: 1974 to 1978 Employer: American Testing & Engineering Title: Engineering Technician Department: Responsibilities: Petersburg Generation Station (fossil fuel) Unit 2 construction. As
subcontractor to Gibbs & Hill, performed field and laboratory concrete, soil, and steel construction
materials testing to verify compliance with contract requirements.

Career Accomplishments

Associations / Societies
Project Management Institute
Association for the Advancement of Cost Engineering
Construction Management Association of America
Design Build Institute of America
American Bar Association, Dispute Resolution Section
Associated General Contractors of America
Associated Owners & Developers
Dispute Review Board Foundation
Licenses / Certifications
Project Management Professional, PMI
Planning and Scheduling Professional, AACEI
Certified Construction Manager, CMCI
Certified Forensic Claims Consultant, AACEI
Certified Engineering Technician (Retired), National Institute for Certification in Engineering Technologies, (NICET)
Westlaw Statutory and Case Law Research
Westlaw Advanced Case Law Research

Fields of Expertise

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