Corporate Resume - SERGROUP · Corporate Resume solutionsEXPECTATIONS realized SOLUTIONS...

CorporateResume

solutions EXPECTATIONS

r eali zedSOLUTIONS expectations

REALIZED SOLUTIONS

EXPECTATIONS

realized SOLUTIONS SOLUTIONS SOLUTIONS

solutions EXPECTATIONS

reali zedSOLUTIONS expectations

construction consultantsSERGROUP

Index

Co an ofile

ilo o

ani ation C a eCe tifi ation

ine o o al

o e ional e i e

e en e

n oin o e t

Co leted o e t

Client

Conta t

2

3

4

5

6

9

10

13

21

22

CompanyProfile

2International Coverage | Local Expertise | Personal Service

com

pany

pro

file

SER GROUP is created with the goal of providing an efficient, experienced and competitive alternative in funding certification, administrative representation and management services to companies whose business involves any type of construction process.

With more than 20 years of experience in Project and Construction Management, SER GROUP provided services have fostered working relationships ranging from Wall Street to the Construction Site, in the U.S. and a broad range of International development projects as well.

Our responsibilities include establishing and incorporating risk management procedures and guidelines for equity and debt providers on Real Estate and Construction projects while supporting the Developers role, offering representation to ensure that all administrative demands that a Real Estate Development requires during its design & construction phases are met in compliance with the codes and regulations required, along with key values such as honesty, transparency and communication.

SER GROUP can provide complete multi-discipline evaluations and risk management for development projects. With its central offices strategically located in the United States and Mexico, SER GROUP addresses a nation-wide construction market in constant growth while having accessibility to address and/or relocate throughout the United States, Canada, Mexico, the Caribbean, Central and South America.

OurPhilosophy

3

mission

o find ol tion t at e eed o a tne e e tationen in t at o lient inte e t a e e e ented e ientlit o e ti it and t an a en d in t e e e tiono e o a eal tate e elo ent in oo dination it all

in ol ed entitie lende de elo e de i ne ont a toet a e l to en e all i e Co t alit e i e enta e a ie ed

““”

i ion

“”

o e o e t e fi t o tion in inte e te e entation o o anie o e ionaland i ate in e to elated it on t tionde elo ent ee in an o en ind to a dontin o i o e ent on ot inte nal ande te nal o e e and in o liento e t to a d t e e t o i le e lt

iloo

nte nationalCo e a e o al e ti e e onal e i e

Organizations, chambers Certifications

oaniation

ae

etifiation

4

Organizations & Chambers

oaniation

ae

etifiation

Ce tifi ation

&

Committed with the continued satisfaction of our customers under a policy of day to day improvement in our processes and services, SER GROUP en e t ate i a liation and e tifi ation to o t t atcommitment.

International Coverage | Local Expertise | Personal Service

5

busi

nnes

pro

posa

l

SER GROUP provide a full representation service in Funding Ce tifi ation andCon t tion ana e ent d i o services to Lenders, Owners and Developers who’s business de anda i ition and de elo ent

SER GROUP a e it lient t e o t e i e ande ient e e entation ll o e in all ad ini t ati ee i e ent o a eal e tate de elo ent

BusinessProposal


ProfessionalServices

prof

essi

onal

ser

vice

s

6

Additional Services

Construction Risk Management for Equity & Debt Providers (CRM)

Initial Project Reviews (IPR)Determine level of risk and completeness of construction contract documents and relative viability of construction pricing compared to market experience.

Review Contractors monthly Applications for Payment.Review construction factura and other payment support documents from Contractor and Subcontractors.Review factura support from Contractor and Subcontractors.Review Contractor and Subcontractor’s continuous com lian e to fi al and o ial e it ont i tionReview and track IVA paymentsReview all associated Anticipo Bonding

i t ite t in e ol tiono a in Con i t Cla ifi ationRecommend disbursement of approved Pay Application and provide Disbursement services to the Contractor, Sub-Contractors and Suppliers on behalf of the Owner.Prepare monthly PAR report.

PSR | Property Status ReviewsFor facilities under construction that need progress evaluation & cost to complete

PCA | Property Condition AssessmentsFor facilities needing a review during a sales transaction Conduct and deliver reports for property inspections ofo e etail ind t ial otel and residential eal e tateportfolios.To meet yearly reporting requirements every property can be scheduled on a subscription basis for re-inspection.Develop cost of repair & Capital Reserve AnalysisProvide photos of propertyDevelop list of immediate repair with estimated cost.


Pay Applications Report (PAR)Monitor actual project progress from a construction cost, performance and schedule basis prior to distribution of funds.

ESA | Environmental Site Assessments, Phase IEvaluate historical and present uses of site for evidence of impact from hazardous mat's.ID potential activities that may create an environmental impairment that result in liability for the property owner or lender. In compliance w/ ASTM: E 1527-05 for ESA's PML | Probable Maximum Loss

Assessment to evaluate financial risks of expected damage to a property in the event of earthquakes.Supports the client's decision-making in the process of property acquisition.Depending on design drawings and specifications, a PML may be performed as a desktop evaluation for cost efficiency and expediency needs of the Client.

BR | Budget ReviewsEvaluates Budget conditions of a Real Estate operation, its calculations and related exhibits (i.e. schedule, drawings, specs, etc.).

prof

essi

onal

ser

vice

s

7

Project & Construction Management - Advisory

Schedule and administer Pre-construction conference.

Establish Procedures, Staging, and Schedule.

Introduce Contractor to SER GROUP payment procedures to properly protect Equity Partner/Lender.

Oversee the coordination of the “Anticipo”, Performance, Warranty Bond Language with legal counsel.

e ei e nti i o ond andCe tifi ate o n ance.

Review Proposed Subcontractors List.

Receive and Review Contractors detailed Construction Budget.

Update Project Budget.

Receive and Review Contractors detailed Construction Schedule.

Update Project Schedule.

Coordinate Sequence of Construction with Separate Contractors, as required.

Establish Procedures for Expediting Processing of Project Correspondence with both contractor and architect.

Ce tifi ation Con ltin

Design Coordination

Bidding

e i n do ent e ie to a o li o t e ien(Value Engineering).

Design Schedule Control: Establish accurate delivery dates and assist design team to accomplish them.

Overview Executive Project completion: Coordinate Quality-controlled design documents so they are properly cross-referenced with all trades and consistent with each other.

Enforce Submittal based references for design elements.

Assist in establishing bid schedule.de i n e tifi ation

Schedule and administer Pre-Bid Conference.

Oversee architect issuance of any required Addendum to Bid Documents.

Receive and analyze Bids.Prepare Bid table for Owner’s review.Assist in selection of successful bidder.Assist in preparation of Construction Contracts.Coordinate permitting and governmental approvals.

Pre-Construction



prof

essi

onal

ser

vice

s

8

Close-Out

Assist Architect in preparing Punchlist.

Coordinate Correction and Completion of the Punchlist items.

Coo dinate e ei t o final e t e o t

Review Contractors Final Application for Payment

Receive and review Final IVA tax statements from Contractor and Subcontractors.

Coordinate receipt of Close-out Documents.

i t in o tainin Ce tifi ate o Occupancy and final in e tion

Coordinate the transfer of Performance Bonds to Warranty Bonds

Prepare Final Project Report.

Present Property, Liability & Business Operations Insurance Program Proposal



ll on t tion e i ion ta on itePrepare Weekly Work Progress Report for Owner.Attend weekly construction progress meetings as Owners Representative.Review project progress reports of work being performed in field ee lCon t tion alit an e o o a a(materials, welding, EM, etc.)Review Contractors monthly Applications for Payment.Review construction factura and other payment support documents from Contractor and Subcontractors.Review factura support from Contractor and Subcontractors.Review Contractor and Subcontractor’s continuous compliance to fi al and o ial e it ont i tionReview and track IVA paymentsReview all associated Anticipo Bonding

i t ite t in e ol tiono a in Con i t Cla ifi ationRecommend disbursement of approved Pay Application and provide Disbursement services to the Contractor, Sub-Contractors and Suppliers on behalf of the OwnerPrepare Monthly Project Progress Report for Owner.Maintain Project Costs Reports.Maintain Project Schedules.Review Change Orders (if required) through RFI based Change Policy: Request For Information (RFI); Cost Proposal (CP); Change Order (CO).

Ce tifi ation Con ltin

On Site Construction Coordination

Project & ConstructionManagement - Advisory

OurPresence

9

our p

rese

nce

Aruba

Sao PauloBrasil

Turks & Caicos

VeracruzCoatzacoalcosOrizabaTuxpam

Monterrey

Mexico City

CuatitlanMetepecAculcoCuautla

Nuevo LaredoReynosaMatamoros

San Antonio, Tx.South Padre Island, Tx.Brownsville, Tx.Laredo, Tx.

Panama

SantiagoChile

TijuanaMexicaliEnsenada

La PazLos Cabos

Tapachula

Los MochisMazatlan

TepicNuevo VallartaPunta de Mita

Sayulita

Puerto VallartaGuadalajaraZapopan

Cd. Guzman

MoreliaUruapan

OaxacaAmado Nervo

TuxtepecBrenamiel

AcapulcoTaxcoIxtapaColima

HermosilloCiudad Juarez

Torreon

YucatanRiviera MayaChetumal

IxmiquilpanDurangoQueretaro

LeonIrapuato

Cd. del Carmen

Denver, Co.Los Angeles, Ca.


LimaPeru

ongo

ing

proj

ects

10

Market

Location

Investment

Industrial

Silao, GTO

Confidential

Market

Location

Investment

Industrial

Ciudad Juárez, CHIH.

Confidential


Market

Location

Investment

Industrial

Querétaro, QRO

Confidential

OngoingProjects

GE Capital | Petropac Payment Application Review

ADVANCE R.E. | Röchling Automotive Construction Management / Advisory

ADVANCE R.E. | Call Center complex Construction Management / Advisory

11

Market

Location

Investment

Hotel & Resort

Mexico City

Confidential

ongo

ing

proj

ects


Market

Location

Investment

Retail

Hermosillo, SON

Confidential

OngoingProjects

METLIFE | Four Seasons Retrofit Payment Application Reviews

Market

Location

Investment

Industrial

Monterrey, NL

Confidential

O'DONNELL | Spec Building Construction Management / Advisory

Walton & Planigrupo | Plaza "Abastos" Payment Application Reviews

ongo

ing

proj

ects

Market

Location

Investment

Industrial / Infrastructure

San Jose Chiapa, PUE

Confidential

OngoingProjects

12International Coverage | Local Expertise | Personal Service

O'DONNELL | Container Yard (AUDI) Construction Management / Advisory

Market

Location

Investment

Industrial

San Jose Chiapa, PUE

Confidential

O'DONNELL | CKD Facilities (AUDI) Construction Management / Advisory

13

ESPERANZA RESORT

Market

Location

Hotel & Resort Los Cabos, BCS México

Investment $76 M USD

VILLAS DEL MAR

Market

Location


Investment $133.3 M USD

CABO AZUL RESORT | Fase I & II

Market

Location



*projects depicted were supported by SER GROUP personnel.

complet

ed p

rojects


completedProjects*

14

PARAISO DEL MAR RESIDENCIAL& CAMPO DE GOLF

CHILENO BAY

REAL 8

Market

Location

Hotel & Resort La Paz, B.C.S México

Investment $84.2 M USD | golf $7.2 M USD

Market

Location

Hotel & Resort Cd. de México, D.F México


Market

Location

Hotel & Resort Los Cabos, B.C.S México


* projects depicted were supported by SER GROUP personnel.

complet

ed p

rojects


completedProjects*

15

ICON VALLARTA

LOS VENEROS

Market

Location

Hotel & Resort Puerto Vallarta, Jalisco México


Market

Location

Hotel & Resort Punta de Mita, Nayarit México



complet

ed p

rojects


completedProjects*

DEKA INMOBILIEN | Terret Towers Due Diligence Assement

Market

Location

Investment

Retail

México City

Confidential

16* projects depicted were supported by SER GROUP personnel.

complet

ed p

rojects


Market

Location

Investment

KIMCO | Lago Real Fase 2 Construction Management / Advisory

Retail

Nuevo Vallarta, NAY, Mexico

$6.2 M USD

KIMCO | "IDEA" Plaza Ciudadela Construction Management / Advisory

Retail

Guadalajara, Jalisco Mexico

$5.7 M USD

KIMCO | Pabellón Rosarito Grand Construction Management / Advisory

Retail

Rosarito, BC, México

$16.8 M USD

completedProjects*

Market

Location

Investment

Market

Location

Investment

17

O'DONNELL | PIOIAIQ Phase-5 Construction Management / Advisory

Industrial

Irapuato, GTO

Confidential


complet

ed p

rojects


AIG GLOBAL REAL ESTATE Payment Application Reviews


Querétaro, QRO

Confidential

WALTON ST. CAPITAL Budget Review

Retail & Industrial

Various throughout Mexico

Various

completedProjects*

Market

Location

Investment

Market

Location

Investment

Market

Location

Investment

18

KIMCO | Galerías del Valle Construction Management / Advisory

KIMCO | Galerías SonoraConstruction Management / Advisory

KIMCO | Paseo 2000 Construction Management / Advisory

Retail

Mexicali, B.C.México

$19.8 M USD

Retail Hermosillo, Sonora México

$36.2 M USD


complet

ed p

rojects


Retail

Tijuana, B.C.México

$26.5 M USD

$36.2 M USD

completedProjects*

Market

Location

Investment

Market

Location

Investment

Market

Location

Investment

19

DHL | Air Hub QRO Construction Management Advisory

Industrial / Logistics

Querétaro Int'l Airport

$ 2.0 M USD

Industrial

Confidential


complet

ed p

rojects


KIMCO | Ciudadela (Retrofit) Construction Management Advisory

Retail

Zapopan, JAL

$1.2 M USD

completedProjects*

Market

Location

Investment

Market

Location

Investment

Market

Location

Investment

ADVANCE R.E. | Business Park Construction Management / Advisory

Celaya, GTO

20

O´DONNELL | Apodaca Business Park Construction Management / Advisory

O'DONNELL | KUEHNE+NAGEL (Phase 4) Construction Management / Advisory


Apodaca, NL.

Confidential


complet

ed p

rojects


Industrial

Confidential

Industrial

Cuautitlán, EdoMex

$3.0 M USD

DHL EXPRESS | Air Hub "Tres Ríos"Construction Management / Advisory

completedProjects*

Market

Location

Investment

Market

Location

Investment

Market

Location

Investment

Cuautitlán, EdoMex

21projects depicted were supported by SER GROUP personnel.*

complet

ed p

rojects


completedProjects*

Market

Location

Investment

Industrial

Tijuana, BC, México

Confidential

AIG GLOBAL REAL ESTATE | Facilities Retrofit Payment Application Reviews

Market

Location

Investment

Retail

México City

Confidential

DHL GLOBAL FORWARDING | Corporate Offices Construction Management / Advisory

OurClients

our c

lient

s

22

**

** clients depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service

Deutsche BankEurohypoCitigroupLaSalle InvestmentsWachoviaGrupo LINKDHL Express MexicoDHL Metropolitan Logistics Mexico DHL Global ForwardingMetlife MexicoPlanigrupoHoneywellThyssenKrupp BuddToyotaVigobyteAMB PropertyPanorama International, Inc.

Deka ImmobilienFRISA ConstructoraGE CRE MexicoICON GroupAIG Global Real EstateGrupo Garza PonceDTZ/Rockwood Mexico ING ClarionFinsa Walton Street Capital Mexico Kimco Realty Corp.CIM GroupCapital Source Finance LLC MSD Capital L.P.Best BuyMAC-L ArquitectosGrupo O´Donnell

cont

act u

s

23

Marco González FierroMark

Phone. +1 (210) 831 7930

Email. mark@serconstructionconsulting.

ww.serconstructionconsulting.com

U

Contact Us


Mark FlinnMarco González Fierro

O�ce. +52 (462) 607 0855

Mobile. +52 (462) 632 9248

Email. [email protected]

Mexico

www.sergroup.com.mx

Cel. +1 (210) 831 7930

Email. [email protected]

Skype. mark_flinn

EE. UU.Skype. marco.glez.fierro

SAN ANTONIO, T X, U.S .A | IRAPUATO, GTO, MEXICO | MONTERREY, N.L , MEXICO

w w w.sergroup.com.mx

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