JGCMI

Project/Account Services Provided Description
Rafi Properties

Boston, MA

·         Owner Project Manager

·         Construction Management Consulting

 

·         Retained as the Owner Project Manager associated with two Projects in Downtown Boston

·         533 Washington St – assist in the conceptual study/design for renovation of a 4-story, 5-floors brick façade structure, with the addition of a fifth floor, to include 22,010 SF of renovated & new area, comprising of a 1st floor restaurant and upper floor offices with a private rooftop terrace bar and pool area

·         34 Cooper St – assist in the conceptual study/design for developing a 13,961 SF parking lot into a residential facility to potentially include: 50-60 units, 6 to 7 story structure with 1 or 2 levels of underground parking for 45 spaces, and a total gross area of approximately 88,400 SF (26.4k – two levels of underground parking; 13.2k – ground floor common area; 48.8k – four levels of residential units with rooftop amenities and/or terrace)

·         Assist with various construction management issues associated with two residential projects in the North End section of Boston

Lexington Estabrook Elementary School

Lexington, MA

·         Expert Witness ·         Retained as an Expert Witness by the Third- Party Defendant (Subcontractor) to review Plaintiff’s alleged negligence of the Defendant

·         Review Project Contracts, Agreements, Specifications, Safety Manuals, Meeting Minutes, and other various Project/Legal Pleadings, documents and submissions

·         Prepare Expert Disclosure

Concord Wheeler Apartments

563/603 Concord Avenue & 19 Wheeler Street

Cambridge, MA

·         Construction Defect Consulting ·         Retained by Developer/Owner to review Project Plans, Specifications, and Documents, with emphasis pertaining to Contractor contractual responsibility associated with construction deficiencies

·         Inspect site and meet with Owners to develop course of action on addressing & repairing deficiencies

IF Engineering Corp

Foshay vs. Ares Construction/Boggia

Dudley, MA

·         Construction Defect Consulting

·         Expert Witness

·         Retained by Owner (Plaintiff) to review Project Plans, Specifications, and Documents, with emphasis pertaining to Contractor and Architect contractual responsibility associated with construction deficiencies/claims at a commercial and residential development

·         Advise legal counsel regarding the construction and design defects, scope, payment and schedule issues

·         Consult with legal counsel to develop course of action on addressing & repairing deficiencies

·         Create master file of Project Documents between timeframe 2009 and 2013; Read/analyze Project record and prepare claim binders and analyses for legal counsel/owner use in negotiation efforts

Ann Taylor Prudential Renovation

Craffey vs. Embree vs. All-Interiors

Boston, MA

·         Expert Witness ·         Retained as an Expert Witness by the Construction Manager (Defendant) to review Plaintiff’s complaint of alleged negligence of the Defendant with regards to a construction accident

·         Review Project Contracts, Agreements, Specifications, Safety Manuals, Meeting Minutes, and other various Project/Legal Pleadings, documents and submissions

·         Prepare/finalize Expert Disclosure

FedEx Distribution Facility

Hillside v. Premier, H&A and G. Lopez v. Beals and Thomas

Northborough, MA

·         Expert Witness ·         Retained by Owner (Plaintiff) to review Project Plans, Specifications, and Documents, with emphasis pertaining to Contractor, Subcontractor and Engineers contractual responsibility associated with construction deficiencies/claims at a commercial development

·         Inspect onsite construction deficiencies, and review legal pleadings and numerous Deposition transcripts;

·         Advise legal counsel with regards to Contractors and Engineers contract obligations, with emphasis on Standard of Care

·         Create Timeline of Events associated with construction and design defects

·         Prepare Expert Disclosure

Winchester Country Club Golf Learning Center

Winchester, MA

·         Owner Project Manager ·         Retained as the Owner Project Manager for the Construction of a 13.6 acre Golf Learning Center on a 27-acre undeveloped property

·         Project consist of: Six (6) – Hole, Par 3 – “Wee Course”, grassed hitting Tee Box and Practice Range (280 yards), a Putting Green, Indoor Teaching Facility with practice bays, elevated Road Bridge, and a twenty-two (22) space Parking Lot, with adjacent footpaths and pervious hardscaped cart paths

·         Overall $4.8 + Million Project comprised of: clearing 13.6 acre mature tree canopy and thick underbrush forest, stockpiling/testing/spreading 10,000 cy topsoil, blasting/excavating 34,000 cy Class A rock to be 100% processed/crushed onsite and reused as large rip-rap for site retaining walls and armored slopes and for use a road base aggregate material, temporary 12-foot wide construction haul road with adjacent 7,000 sf work pads, rough grade 296,000 sf course, rough/finish – 37,000 sf greens Wee course, 52,000 sf fairways Wee course, 28,000 sf range tee, 14,000 sf range target greens, 134,000 sf range fairway, 109,000 sf misc grass borders, and 6,160 sf bunker sands, 4,600 sf sidewalks/cart paths, 11,500 sf parking lot, 10,700 sf stone stacked walls, 3,600 sf two-story Golf Learning Center/Facility, and a 38’ long x 23’ wide (874 sf) timber vehicular bridge over an intermittent stream brook

·         Assisted Owner during the selection of separate Contractors for the Golf Course, Learning Center Facility, and other specialty scope; work together with Owner’s Legal Counsel on finalizing Contracts for the Golf Course, GC and Specialty Contractors

·         Represented Owner’s interest during entire design/construction process from plan submission/approval at Winchester Building Department to obtaining Final Certificate of Occupancy

·         Assisted Owner, Architect & Engineers in reviewing/negotiating Change Order Requests valued over $292,000 ($2,400 – tree clearing; $17,000 – drilling & blasting; $58,000 – sitework; $24,000 – irrigation; $154,000 – golf course; $37,000 – general contractor)

·         Provide Owner Representation & record keeping for Owner, Architect, Engineer, & Contractor Project Meetings

·         As Owner Project Manager provide oversight administration for project start-up, record-keeping, permitting, erosion & sedimentation controls, noise & dust monitoring/mitigation, pre-blast survey including inspection and video of existing conditions involving thirty-four (34) abutting structures and houses with seismic monitoring devices, onsite storm water retention system including underdrain system, hydrodynamic separator, underground infiltration chambers and suspended solids treatment system, infiltration basins, with accompanying plunge pools, level spreader and rip-rap swales, ADA, DPW, SWPPP (storm water pollution prevention plan) & ZBA compliance, requisition analysis, monitoring project controls, including wetland buffer enhancement, wetland buffer zone mitigation plan, and wetland wildlife habitat compliance, maintaining the flagged 100 foot buffer zone along the inland bank of the 1,369 foot Herbert Meyer Brook, implementation of Winchester Conservation Commission tree replacement policy, change order analysis & negotiation, schedule analysis, submittal review, project completion/closeout & commissioning.

·         Assist in the management and protection of the seven (7) onsite wetlands, including maintenance around the 87,931 sf of 25’ Buffer Zone & 421,085 sf of 100’ Buffer Zone

Private Residence

Scituate, MA

 

·         Claims Consultant

 

·         Retained by private residence owner to review non-conforming and defective construction work

·         Assist legal counsel and owner during Settlement Discussions with General Contractor

·         Provide construction advice to address/rectify various construction deficiencies

Colonial Automotive

Acton, MA

 

 

·         Claims Consultant

·         Litigation Support

 

·         Retained by legal counsel to review contractor work and support evidence of non-conforming and defective construction

·         Provide advice to cost of damages and delays caused by contractor

Cormier vs. Dupre Builders

Marlborough, NH

·         Litigation Support

·         Expert Witness

·         Retained as an Expert Witness by the Defendant (Contractor) and insurance company to review Owner’s claim of non-confirming and defective construction work

·         Review onsite construction, Complaint, and Deposition transcripts; also reviewed Project file to ascertain compliance with Project plans and specifications

·         Provide Expert Disclosure Letter addressing alleged deficiencies

Private Residence

Lexington, MA

·         Claim Consultant ·         Retained by private residence owner to review non-conforming and defective construction work

·         Create list of construction issues associated with site work, exterior utilities, front entry, concrete reinforcement, wood framing, insulation, millwork, doors, windows, drywall, painting, appliances, mechanical, plumbing, electrical, and energy star scope of work

·         Review proposal to repair alleged deficiency scope

·         Prepare/finalize Expert Disclosure Report

·         Assist legal counsel and owner during Settlement Discussions with General Contractor

Private Residence

Duxbury, MA

 

 

·         Claims Consultant ·         Retained by private residence owner to review non-conforming and defective construction work

·         Create list of construction issues associated with steel and wood framing, millwork, doors, windows, drywall, painting, mechanical, plumbing, electrical, and energy star scope of work

·         Review proposal to repair alleged deficiency scope

·         Assist legal counsel and owner during Settlement Discussions with General Contractor

·         Meet with Building Inspector and Contractors to review alleged deficiencies

·         Provide construction advice to address/rectify various construction deficiencies including an ADA compliance issue

Private Residence

North Easton, MA

·         Claims Consultant

·         Owner Representative

·         Retained by private residence owner to review non-conforming and defective construction work

·         Create list of construction issues associated with foundation and concrete slab cracking, drywall, painting, flooring, asphalt, plumbing and electrical scope of work

·         Review all existing documentation to create timeline and understand cost repair proposal for deficiency scope

·         Assist legal counsel and owner during Settlement Discussions with General Contractor

·         Meet with General Contractor and Consultants to review alleged deficiencies

·         Provide construction advice to address/rectify various construction deficiencies

Stratford 31 Condominiums

Mass Ave Boston, MA

·         Owner Project Manager

·         Clerk of the Works

·         Retained as the Owner Project Manager and Clerk of the Works, associated with the renovation of a fire-damaged 1890 Condominium Building in Downtown Boston

·         Overall $9 + Million Renovation comprised of: gut rehab of a thirty unit 7-story, 25,000 + SF hi-rise structure, 8-floors, including new MEP systems/utilities, wall, ceiling and floor finishes, and partial restoration of wood framing structure, brick masonry, windows, fire places, ornate ceilings, roof and elevator (Construction Cost: Estimate – $4.6 million; CO’s – $2.3 million; Total Construction Cost – $6.9 million)

·         Assisted Trustees during the selection of Architect and General Contractor services; work together with Legal Counsel on finalizing Architect/GC Contracts

·         Collaborated with Trustees & Owner Insurance Consultant on submitting Total Project Cost to Insurance Company for policy reimbursement (initial Insurance Comp estimate – $2.5 Million); assisted Trustees and Legal Counsel during Insurance Reference Process for reimbursement of outstanding Project Costs

·         Represented Owner’s interest during entire design/construction process from plan submission/approval at Boston ISD & Fire Department offices to obtaining Final Certificate of Occupancy

·         Assisted Trustees, Architect & Engineers in reviewing Change Order Requests valued over $3 million, with Final CO amounts reflecting over $700k in negotiated savings

·         Coordinated with Trustees & Architect the implementation of $1.5 million of Common Area and Unit Improvements

·         Provide Owner Representation for Condo Owner Project Meetings, project start-up, oversight, record-keeping, permitting, ADA, DPS & BBAC compliance, BWSC, DPW, Cable, Telephone & National Grid installations, lead, asbestos and mold monitoring & removal, requisition analysis, monitoring project controls, change order analysis & negotiation, including Builder’s Risk Insurance claim submission, delay claim analysis & negotiation, schedule analysis, submittal review, Contractor performance analysis, design & construction defects analysis and project completion/closeout & commissioning.

·         As Clerk of the Works, submitted monthly reports to Boston ISD office documenting Project progress, code compliance and design changes

Glover Elementary School

Marblehead, MA

·         Project Management ·         Retained as a consultant to a Subcontractor regarding alleged defective concrete slab work
North Leominster Commuter Rail Parking Facility

Leominster, MA

·         Project Management ·         Retained as a consultant to a Subcontractor regarding the Default of a General Contractor and completion of a Ratification Agreement
Sutton Middle/High School

Sutton, MA

·         Project Management ·         Retained as a consultant to a Subcontractor regarding the Default of a General Contractor
Solfisburg Residence

Norwell, MA

·         Project Management

·         Claims Consulting

·         Owner Representative

 

·         Retained as a Construction consultant and Owner Representative on a $2 Million pre-fabbed residence

·         Review Project file and provide administrative direction regarding schedule, cost-to-complete, change orders, and defective work

·         Oversee weekly project management meetings, maintain minutes, and follow through with scheduled plan of action

·         Assist legal counsel and owner through termination of General Contractor Contract

·         Assist legal counsel and owner with plan of action for project completion

·

Stone Ridge at Fairfield Condominium

Fairfield, CT

·         Expert Witness

·         Mediation Support

·         Litigation Support

·         Retained by a developer/general contractor defendant as an Expert Witness on a $4.7+ million alleged defective work claim

·         $20.7 million Project consists of three, 3-story luxury residential buildings, 70 condominiums, 133,000 SF with parking lots and roadways

·         Alleged design and construction defects pertain to exterior masonry facade, windows, doors, fireproofing, retaining walls, concrete floors, showers, roofs, bituminous pavement, sidewalks, brick paving, and site grading

·         Assist legal counsel with document discovery and creation of Project Master File

·         Review Project File and create Timeline of Events pertaining to each of the alleged deficiencies

·         Provide professional opinion on repair estimate of alleged deficiencies

·         Provide Expert Disclosure

·         Assist legal counsel with Mediation Preparation

·         Assist legal counsel with Deposition questioning

Guilmette School

Lawrence, MA

·         30 (b) (6) Witness

·         Litigation Support

·         Retained by Insurance Company as a 30(b)(6) Witness on a $7.2 million defective work claim at a 200,000 SF school facility

·         Assist legal counsel on: Request for Admissions, Production of Documents, Document Discovery and Answers to Interrogatories

·         Complete site visits and record pictorial file of alleged construction deficiencies

·         Organize project documents obtained through Discovery from Owner (City), Owner Project Manager, Department of Public Works, Architect, Engineers, Surety, ten different Subcontractors and several Consultants

·         Create master litigation file and timeline of events, in chronological order by date, which include pertinent project documents referencing and supporting case, dated between 1999 and 2013

·         Provide legal counsel with full-size vellum Architectural and Mechanical drawing plans over-layed to highlight HVAC and Plumbing work progression associated with completion of Contract and Punchlist scope of work

·         Review and organize Plaintiff’s documents pertaining to the alleged repair scope – damages completed/incurred in 2011 and 2013

·         Prepare for and participate in Mediation

MA College of Art and Design New Residence Hall

Boston, MA

·         Claims Consulting ·         Retained by Mechanical Contractor to analyze project file and provide claim advice to support their business objectives and legal strategies

·         Prepare an outline for a potential claim associated with a $4 million HVAC subcontract on a twenty-one (21) story, 147,000 SF, 493 bed dormitory project

Brigham and Women’s MRI Research Center

Boston, MA

·         Claims Consulting ·         Retained by Mechanical Contractor to analyze project file and provide claim advice to support their business objectives and legal strategies

·         Prepare an outline for a $475,000 segmented phasing and extended duration claim associated with a $2 million HVAC subcontract on a 9,000 SF phased renovation project

157 Berkeley Street Liberty Mutual Tower

Boston, MA

·         Claims Consulting

·         Mediation Support

·         Litigation Support

·         Expert Report

·         Retained by Mechanical Contractor to analyze project file and provide claim advice to support their business objectives and legal strategies

·         Assist with the creation of a $3.8 million Project Impact claim on a $13 million HVAC subcontract for a twenty-four (24) story, 390,000 SF office tower

·         Provide Expert Report pertaining to the Contract Default associated with the Mechanical Contractor’s Contract and Scope of Work

·         Assist legal counsel during litigation associated with Document Discovery, Answers to Interrogatories, Deposition Preparation

·         Assist in preparation for Settlement Meeting; Attend/participate in Settlement Meeting

DMH New Worcester Recovery Center and Hospital

Worcester, MA

·         Claims Consulting ·         Retained by Mechanical Contractor to analyze project file and provide claim advice to support their business objectives and legal strategies

·         Assist with the creation of a $3.2 million acceleration – loss of productivity claim on a $24 million HVAC subcontract for a 320 bed, 428,000 SF hospital facility

·         Assist legal counsel with discovery of owner/construction manager documents through the Freedom of Information Act

·         Assist in the preparation and submission of a Surety Bond Claim

·         Assist in preparation of and attendance at Settlement Meeting between Mechanical Contractor and General Contractor

Mechanical Subcontractor

Greater Boston, MA

·         Project Management ·         Retained as a consultant to assist in the development of a company Project Management Operating Procedure Business Plan

·         Assist in creating Close Out Action Plan for multiple Projects; Schedule weekly meetings, maintain meeting minutes, and provide PM administrative work for follow through action

·         Assist Controller with creation of sub/vendor account reconciliation for company-wide projects

·         Assist Controller with updating company’s account reconciliation for all active and close-out Projects

·         Assist Mechanical Contractor in completion of Loss of Business Claim associated with the Default on several Projects related to a particular General Contractor

Porter And Chester Institute

Woburn, MA

·         Permit Expediter ·         Retained by Architect to expedite approval of Building Permit for interior renovation of electrical laboratories
Fremont Lofts Condominium

Worcester, MA

·         Expert Witness ·         Retained by a developer/general contractor defendant as an Expert Witness on a $1.65 million alleged defective work claim

·         $13 million Project consists of a 1917 four-story residential building, 97 condominiums, 158,722 SF with parking lots

·         Reviewed alleged design and construction defects pertain to exterior masonry facade, windows, doors, roof, skylights, site grading and utilities

·         Attend site visits and record pictorial file of alleged construction deficiencies

·         Review all Subcontractor Contracts and assist legal counsel in developing Contract Obligations for all Subcontractors scope of work

·         Assist legal counsel with Document Discovery, Answers to Interrogatories and review of various Depositions

·         Review Project File and create Timeline of Events for Subcontractors’ scope of work

·         Provide expert opinion on completion of masonry work

·         Review Plaintiff’s expert opinion and provide comments

·         Provide opinion regarding hourly rates and unit prices associated with masonry, flashing, waterproofing, roofing, scaffolding, and equipment scope of work

·         Review Project Plans and complete quantity of scope associated with alleged deficiency work

·         Assist legal counsel in preparation for Mediation; attend and participate in Mediation

Heron Crest Condominiums

Mansfield, MA

·         Expert Witness

·         Mediation Support

·         Retained to serve as an Expert Witness for a developer/general contractor defendant on a thirteen (13) two-story wood framed housing complex with a total of eighty-four (84) individual residential units

·         Requested to provide an expert opinion on approx. $500,000 of alleged construction deficiencies associated with exterior decks and stairs, asphalt and concrete paved roads, walks, and drives, site grading, roofs and roof drainage, and exterior balconies.

·         Assist legal counsel with discovery of documents and inspect contractor files associated with alleged deficiencies

·         Complete site inspection of alleged deficiencies and document existing conditions

·         Provide site inspection report with professional opinion on causes for alleged deficiencies and estimated costs to correct

·         Review original design documents, evaluate adequacy of plans, provide opinion on whether certain areas where constructed as designed, observed destructive exploratory of the problem areas, and assessed an opinion on liability

·         Represent general contractor/developer as an expert during Mediation

Mount Hope Christian Center

Burlington, MA

·         Claims Consulting ·         Retained as a consultant representing a general contractor on a 9,000 SF, $1.3 Million gymnasium and mixed-use facility

·         Reviewed general contractor file with specific reference to contract negotiations, administrative oversight, work in progress, and disputed change orders

·         Analyze disputed change orders

·         Provide Timeline of Events and form an opinion, based on the terms and conditions of the Contract and per standard industry practices, whether general contractor adequately administered project oversight and if they were entitled to disputed change order work

Pompositticut/Center Elementary School

Stow, MA

·         Claim Consulting ·         Retained as a consultant to a subcontractor involved in a construction project where the general contractor defaulted

·         Assisted subcontractor with the execution of a Ratification &   Assignment  of Subcontract or Purchase Order & Release Agreement

·         Completed subcontractor’s final account reconciliation for project close-out

W. Atlee Burpee & Co

Warminster, PA

·         Construction Management ·         Retained as a construction manager representing Owner during conceptual planning for renovation of a 230K SF mixed-use facility

·         Assist owner with obtaining proposals for an indoor environmental, building envelope, and structural assessment reports

·         Assist owner with retaining engineer for $1.7 million roof renovation project

·         Collaborate with owner and engineer on documenting existing conditions and finalizing project scope, plans and specifications

·         Receive and analyze subcontractor bids and recommend to owner preferred contractor to complete work

·         Assist owner and legal counsel in executing $1.7 million roofing subcontractor subcontract

Four Green Fields

Boston, MA

·         Construction Management

·         Claim Consulting

·         Litigation Support

·         Retained as a construction manager to oversee $200K Main Entrance Renovation Project at Downtown Boston Irish Pub/Restaurant

·         Assist in obtaining ISD and BFD Permits

·         Review $230K of General Contractor Change Orders and assist Owner in settlement discussions

·         Create Owner punchlist for $2.1 million restaurant/pub construction project and assist with punchlist completion

·         Assist in Owner Litigation with design error claim, including interrogatory answers

Hartford 21-Town Square Complex

Hartford, CT

·         Arbitration Support

·         Expert Witness

·         Retained as an expert witness for a developer of a $130 million, 37-story, 262-unit luxury residential tower, with 816 parking space garage and 160,000 SF of office and retail space

·         Arbitration support for owner’s $2.5 million counter-claim against contractor’s $7.5 million claim

·         Assist legal counsel during document discovery

·         Participated in the inspection of the general contractor, architect, and owner’s main file and tagged for copying pertinent documents that supported the owner’s legal strategy

·         Participated in the electronic search of hundreds of thousands of project documents, using Concordance software, and setting up databases in Concordance and an Extranet site.

·         Review $1.1 million of rejected general contractor change orders and assist in developing owner’s arbitration presentation strategy

·         Provide Professional Opinion in 58-page COR Expert Report with 91-exhibits on whether Contractor properly managed the COR process per Standard Industry Practices and per the Terms and Conditions of the Contract

·         Review Architect’s punchlist for certain units and assist in developing owner’s arbitration presentation strategy

·         Provide Professional Opinion in 45-page Punchlist Expert Report with 60-exhibits on whether Contractor properly managed the punchlist process per Standard Industry Practices and per the Terms and Conditions of the Contract

Melrose Middle School Melrose, MA ·         Arbitration Support

·         Expert Witness

·         Retained as an expert witness for a general contractor on a $42 million school project

·         Analysis of  $928K sitework subcontractor and contactor’s cost to complete expenses

·         Analysis of opposing expert witness cost-to-complete estimate

·         Assist legal counsel on preparation for cross-examination of opposing expert witness

·         Provide expert witness testimony

·         Provide rebuttal testimony to opposing expert witness testimony

National Park Seminary

Silver Spring, Maryland

·         Construction Management

·         Owner Project Manager/Representative

·         Development of completion strategies on a $40 million – National Register of Historic Places – luxury condominium project with $10 million of outstanding work

·         Owner delay claim preparation

·         Preparation and analysis of CPM project schedules

·         Project management duties, including weekly PM meeting minutes, progress reports, submittal/COR/RFI tracking

·         Project administration and close-out

·         Budget/cost analysis, including cost-to-complete estimate

·         Analysis of change orders and subcontractor claims

·         Complete subcontractor contract close-out analysis/strategy and negotiation final settlements

National Park Seminary

Silver Spring, Maryland

·         Construction Management

·         Insurance Claim Consulting

·         Forensic Water Infiltration Investigation

·         Construction manager on two insurance claims requiring restoration of eighteen luxury condos totaling $2 million

·         Complete estimate on cost to complete and assist developer during negotiations with insurance carrier

·         Manage the selective demolition of water damaged finished materials and reconstruction of all finishes

·         Construction management activities included: create subtrade scope sheets, process subcontractor quotes/invoices/payments, scheduling, contract administration, project management and insurance claim close-out

TD Bank Woburn

Woburn, MA

·         Construction Management ·         Permit expediter
TD Bank Westborough

Westborough, MA

·         Construction Management ·         Permit expediter
TD Bank Beverly

Beverly, MA

·         Construction Management ·         Permit expediter
TD Bank Billerica

Billerica, MA

·         Construction Management ·         Permit expediter

 

TD Bank Boston

Boston, MA

·         Construction Management ·         Permit expediter

·         Licensed builder on a 7,000 SF office tenant fit-up

Oyster River Cooperative High School

Durham, NH

·         Litigation Support

·         Expert Witness

·         Retained as expert witness by the owner and architect to complete a management oversight analysis on CM’s performance on a $20 million GMP school project

·         Document gathering, review/analyze contractor and architect’s entire file and create Master File

·         Issued a detailed fifty-page expert disclosure report with extensive exhibits, rendering an opinion on contractor’s performance

·         Complete review of contractor’s GMP accounting records and issue report itemizing unacceptable expenses

·         Assist legal counsel in preparation of depositions

Montclair State University Montclair, NJ ·         Construction Management ·         Sub-consultant on the preparation and analysis of CPM project schedule
Munroe Place           Quincy, MA ·         Surety Consulting

·         Construction Management

·         Forensic Water Infiltration Investigation

·         Mediation Support

·         Analysis of design and construction defects associated with façade water infiltration

·         Document gathering and creation of Master File

·         Prepare for and attend depositions

·         Project management, coordination, and sequencing of trades during repairs of defective work totaling $800K

·         Preparation and submission of a $2.6 million insurance claim

·         Prepare for and participate in multiple mediations on a $2.7 million owner claim and a $6.5 million subcontractor defective work claim

·         Assist legal counsel in the preparation of affidavits, production of documents, amended complaints, counter-claims, initial disclosures, motions for summary judgment, interrogatories, mediation statements and power-point presentations

·         Complete response rebutting opposition expert disclosure report

Dover Sherborn Middle and High Schools

Dover, MA

·         Surety Consulting

·         Trial/Mediation Support

·         Demolition subcontractor $93K payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Assist legal counsel with pre-trial hearing memorandum, facts and findings submission

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Prepare for and participate in mediation

Lexington High School

Lexington, MA

·         Surety Consulting ·         Assist surety during owner negotiations for final payment of contract balance
Wareham Middle School ·         Surety Consulting ·         Document gathering and creation of Master File

·         Assist legal counsel/surety during owner negotiations for final payment of contract balance

Academy Homes

Roxbury, MA

·         Surety Consulting

·         Trial Support

·         Collaborate with legal counsel on developing trial strategy on $5.5 million affirmative claim – Civil and Superior Court Actions

·         Document gathering and creation of Master File

·         Create executive summary outlining owner and contractor damages and likelihood of recovery

·         Assist legal counsel with pre-trial preparation: exhibits, witness lists, and graphs

·         Assist CPM schedule consultant on completing delay analysis in preparation of expert disclosure report

·         Assist legal counsel with document discovery – owner, architect, engineers, and utility company

·         Assist legal counsel with preparing and answering interrogatories, revised complaints, complaint for declaratory relief and monetary judgment, subpoenas, deposition questions, pre-trial, trial, and post-trial memorandums, briefs and motions, facts and findings submission

·         Assist legal counsel in preparation of direct testimony and cross-examination

·         Provide testimony at trial

Westford Middle School

Westford, MA

·         Surety Consulting ·         Document gathering, and assist legal counsel/surety during owner negotiations for final payment of contract balance
Brunswick Gardens Elementary School

Boston, MA

·         Surety Consulting ·         Document gathering and creation of Master File

·         Assist legal counsel with interrogatories

·         Complete executive summary analysis on contractor and owner claims and likelihood of recovery

·         Assist legal counsel/surety during owner negotiations for final payment of contract balance

Dover Sherborn Middle and High School

Dover, MA

·         Surety Consulting ·         Masonry subcontractor $178K payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Academy Homes

Roxbury, MA

·         Surety Consulting ·         Cleaning subcontractor $67K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Academy Homes

Roxbury, MA

·         Surety Consulting

·         Mediation Support

·         Carpentry subcontractor $525K payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s affirmative delay claim

·         Assist legal counsel with mediation statement

·         Prepare for and participate in mediation

Lexington High School

Lexington, MA

·         Surety Consulting ·         Mechanical subcontractor $22K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Dover Elementary School

Dover, MA

·         Surety Consulting

·         Trial/Mediation Support

·         Sitework subcontractor/surety  $1.2 payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims and affirmative delay claim

·         Assist legal counsel with Opposition to Motions in Limine, pre-trial hearing, pre-trial memorandum, trial exhibits and mediation statement

·         Prepare for and participate in mediation

George Austin Middle School

Lakeville, MA

·         Surety Consulting ·         Mechanical subcontractor $187K payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Academy Homes

Roxbury, MA

·         Surety Consulting

·         Forensic Investigation

·         Investigation of concrete sidewalk construction defects

·         Coordinate testing agency investigation of defective work

Medford Elementary Schools

Medford, MA

·         Surety Consulting

·         Mediation Support

·         Painting subcontractor $725K payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s affirmative delay and counter-claim

·         Prepare for and participate in mediation

Nathaniel Bowditch School

Salem, MA

·         Insurance Claim Consulting ·         Document gathering, and assist legal counsel during document discovery

·         Assist legal counsel with interrogatories

·         Attend deposition

Munroe Place

Quincy, MA

·         Insurance Claim Consulting ·         Document gathering, and assist legal counsel during document discovery

·         Assist legal counsel with answers to interrogatories and supplemental interrogatory answers

Dover Sherborn Middle and High School

Dover, MA

·         Surety Consulting

 

·         Mechanical subcontractor $196K payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Lexington High School

Lexington, MA

·         Surety Consulting

·         Trial/Mediation Support

·         Sitework subcontractor/surety  $1.2 million payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s affirmative delay claim and counter-claims

·         Attend deposition

·         Assist legal counsel with pre-trial preparation: exhibits, and witness list

·         Assist legal counsel with answers to interrogatories, document discovery, pre-trial memorandum, statement of agreed facts and mediation statement

·         Prepare for and participate in mediation

Academy Homes

Boston, MA

·         Insurance Claim Consulting ·         Document gathering, and assist legal counsel during document discovery

·         Prepare for and attend deposition

Academy Homes

Boston, MA

·         Surety Consulting ·         Carpentry subcontractor $285K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Newton South High School

Newton, MA

·         Surety Consulting ·         Demolition subcontractor $84K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Wareham Middle School

Wareham, MA

·         Surety Consulting ·         Demolition subcontractor $78K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Academy Homes

Boston, MA

·         Surety Consulting

·         Mediation Support

·         Painting subcontractor $1 million payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s affirmative delay claim

·         Assist legal counsel with mediation statement

·         Prepare for and participate in mediation

Brunswick Gardens Elementary School

Boston, MA

·         Surety Consulting ·         Roofing subcontractor $45K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Munroe Place

Quincy, MA

·         Surety Consulting ·         Concrete foundation subcontractor $94K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Alden Elementary School and Performing Arts Center

Duxbury, MA

·         Surety Consulting ·         Drywall subcontractor $313K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Newton South High School

Newton, MA

·         Surety Consulting ·         Carpentry subcontractor performance bond claim/lawsuit

·         Gathered documents to assist legal counsel/surety during their negotiated settlement

Academy Homes

Boston, MA

·         Surety Consulting

·         Trial Support

·         Mechanical subcontractor $1.5 million payment bond claim/lawsuit

·         Assist legal counsel with appeal of court decision, including affidavits and motion to amend

Medford Elementary Schools

Medford. MA

·         Surety Consulting

·         Mediation Support

·         Acoustical ceiling subcontractor $144K payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claim

·         Assist legal counsel with supplemental answers to interrogatories and mediation statement

·         Prepare for and participate in mediation

Naismith Memorial Basketball Hall of Fame

Springfield, MA

·         Surety Consulting ·         Steel subcontractor $664K payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Dover Elementary School

Dover, MA

·         Surety Consulting

·         Arbitration Support

·         Sitework subcontractor $584K payment bond claim/lawsuit

·         Assist legal counsel with Appeal Brief, and opposition to appellate review

George Austin Middle School

Lakeville, MA

·         Surety Consulting ·         Mechanical subcontractor $78K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Alden Elementary School and Performing Arts Center

Duxbury, MA

·         Surety Consulting

·         Mediation Support

·         Steel subcontractor $2.2 million payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Analysis of subcontractor claims

·         Develop contractor’s affirmative delay claim and counter-claims

·         Assist legal counsel with document discovery and review produced documents

·         Assist legal counsel in preparation of mediation statement

·         Prepare for and participate in mediation, including picture boards and timeline exhibits

Newton South High School

Newton, MA

·         Surety Consulting ·         Hardware subcontractor $8K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Academy Homes

Boston, MA

·         Surety Consulting ·         Flooring subcontractor $476K payment bond claim/lawsuit

·         Analysis of subcontractor claims

·         Develop contractor’s counter-claims

·         Assist legal counsel/surety during negotiated settlement

Westford Middle School

Westford, MA

·         Surety Consulting

·         Arbitration Support

·         Mediation Support

·         Steel subcontractor $1.6 million payment bond claim/lawsuit

·         Document gathering and creation of Master File

·         Assist legal counsel with appeal of arbitration award, and mediation statement

·         Complete executive analysis outlining chronology of events

·         Attend deposition

·         Prepare for and participate in mediation

Brunswick Gardens Elementary School

Boston, MA

·         Surety Consulting ·         Sitework/Trucking subcontractor $158K payment bond claim/lawsuit

·         Document gathering and analysis of subcontractor claims and contractor’s counter-claims

·         Complete executive summary analysis with timeline of events

Peabody Construction Office Relocation ·         Surety Consulting ·         Retained as the keeper of records for over twenty projects

·         Managed the relocation of files for over twenty projects that included files from the main office, field, legal, accounting, scheduling and purchasing departments

·         Managed the relocation of the computer system