Rosemead, California, United States
PROFESSIONAL SKILLS: •Expert in Design-Build, Lease-Leaseback, Guaranteed Maximum Price and best value contract delivery method; familiarity with hard-bid delivery method. •Managed, negotiated, drafted and administered contracts that are lump sum/fixed price, time and material or cost-plus/guaranteed maximum price. •Complex project management including the following: review of cost estimates and project budgets; gathering and analyzing project criteria; drafting, review and editing statements of work; identifying and prioritizing client needs and providing recommendations; developing action plans; interfacing and collaborating with internal and external stakeholders; managing contracts throughout their duration by facilitating meetings with project team and vendors; setting / managing deadlines; maintaining all contract documents and filings using defined filing standard process; updating weekly and monthly project reports on procurement activities. •Request for Qualifications (RFQs) and Requests for Proposal (RFPs) preparation and administration. •Compliance review and analysis of applicable statues, regulations and codes. •Public speaking; teaching/training/presenting to groups upwards of 100+.
•Develops and implements the capital construction project change control policies, procedures, reporting and tracking systems. Ensures Project meets cost/budget, schedule and document management requirements and goals in accordance with state and federal compliance requirements. Supports contract policy and procedure vision and improvements. •Oversees and manages change control management activities for major construction projects. Monitors staff and contractor compliance with change control requirements, policies and procedures as well as compliance to contract requirements such as substantial completion, final completion, warranties insurance and bonding. •Manages critical contractual formation. Establishes high level contract strategy and drives implementation of strategic contract opportunities. Prepares and/or reviews all construction contracts & documents, including development of master contracts. Oversees bid and proposal development and analysis. Acts as liaison with university office such as General Counsel, Senior Vice President Finance and Chief Financial Officer and Facilities Purchasing departments to ensure required approvals for applicable procurements and contracts are obtained. •Analyzes and evaluates the construction project change orders for merit. Researches and resolves any problematic matter. Interprets contract provisions to help mitigate or resolve dispute and claims. •Provides claim prevention through periodic monitoring of, and feedback on, the management of projects and the administration of construction contracts with an emphasis on resolving issues and avoiding disputes. •Provides claims management and defense by reviewing and analyzing project documents and records along with other pertinent information to establish university’s position. •Develops policies and procedures to track and monitor contractors insurance certificates and bonds.
•Manage procurements and contracts for two K-12 and over thirty community college construction projects and numerous professional services and IT projects. •Advise District and Build-LACCD program management of contractual rights and obligations of the District and contractors after contract award. •Assist with implementing contract modifications via field orders and change orders. •Draft and edit Design-Build and Lease-Leaseback RFQ and RFP documents and general conditions and contract templates to ensure compliance with public contract code, applicable statutes, audit recommendations, industry feed-back and best practices, District goals and policies and Build-LACCD program requirements. •Train and provide assistance to other contract administrators. •Review proposals for responsiveness to RFQ, RFP and contract requirements; facilitate evaluation and scoring of proposals by selection committees. •Analyze cost estimates, program and criteria, environmental impact reports, campus standards, and geotechnical reports as part of RFP preparation. •Interface and coordinate with Build-LACCD departments (i.e. project controls, accounting, safety, design, construction, labor compliance, energy). •Act as point of contact for District personnel, college staff, faculty and administration, college project managers and Build-LACCD personnel throughout RFP process. •Pre-qualify contractors to work with the District. •Facilitate confidential interviews between Proposers and evaluation committees, as well as project-specific confidential debriefs with unsuccessful Proposers to assist them in improving future submissions. •Prepare reports for compliance department and District’s Board of Trustees regarding Design-Build procurement process.
•Negotiated terms and conditions and other contractual items with vendors (i.e. indemnification, limitation of liability, breach of warranty, liquidated damages, performance bonds, letters of credit, payment schedules) to ensure compliance with applicable laws and Xcel’s policies. •Drafted and administered contracts for staffing services, construction and demolition services, capital equipment purchases (i.e. turbines and generators), licensing agreements and miscellaneous construction supplies. •Created new contract template for demolition services. •Ensured proactive project management by acting as a liaison between all decision-making departments and entities including Capital Projects, Tax, Sourcing, Diversity, Legal, Risk Management, Environmental Services, Plant Maintenance, engineers, safety personnel and upper management to coordinate all necessary bidding and reporting tasks and facilitate communication. •Prepared RFPs for bidders according to company terms and conditions, using scope of work specifications/drawings from engineers to create project-specific forms. •Reviewed and evaluated bidder proposals. •Coordinated and facilitated daily purchasing activities by creating purchase requisitions for approved contracts. •Prepared, monitored and analyzed change orders.
•Audited payments, wire entries and deposits. •Reviewed banking contracts for terms and conditions unfavorable to Ameriprise. •Prepared presentations for banker meetings. •Transferred money (i.e. fees, tax payments, and reimbursements) electronically to vendors, banks and clients using Wells Fargo, JP Morgan Chase and US Bank wire transfer systems. •Entered wire payments into internal accounting records system (XRT), processed tax payments and verified accuracy of check deposits entered into XRT.
•Prepared historical financial models. •Monitored portfolio holdings to ensure compliance with TCW and SEC guidelines; informed clients of portfolio compliance violations. •Worked with TCW’s accounting back-office (Mellon) to provide accurate daily portfolio reporting to Wall Street Journal. •Updated and ensured accurateness of monthly and quarterly performance numbers for Convertible Bond Group’s portfolios and internal blended indices; tracked and reported portfolio performance against standard and blended indices. •Created performance charts and reports for Convertible Bond Group’s managers and produced weekly pricing and performance reports for executive management. •Worked with Legal department to draft and edit quarterly, semi-annual and annual client letters. •Interfaced with multiple internal departments, industry brokers and clients to compile data for TCW website, quarterly presentations and client brochures. •Composed presentations for TCW’s Board reviews and marketing presentations for prospective clients. •Responded to client-specific requests by preparing data charts and performance questionnaires. •Prepared SEC regulatory compliance documentation on client portfolios.