January 2018

PRESENTATION: Construction Claims & Forensic Analyses – What You Should Know

Construction projects, especially the larger projects, can be and often are complex endeavors to manage to towards a successful completion due to many factors. Project owners, designers, contractors and other stakeholders often have competing priorities. Typically, contracts allow the party that is seeking compensation or schedule relief for the a scope change, usually the contractor, to submit a claim to the other party when regular change order negotiations don’t appear to be leading to an amicable a mutually agreeable conclusion, and the subject of the claim is in dispute between the parties. A claim is a formal demand seeking compensation and/or schedule relief as a result of an action or inaction that the other contracting party took or failed to take. Even if a claim is a disputed change does not seem to be inevitable, knowing how to prepare for a claim and when the time comes will save a significant amount of time when the amount of available time is nearly seemingly non-existent. This presentation will be a high-level discussion describing the following aspects of disputed changes on construction projects, along with what forensic claims analysts know and what they look for:

– The Definition and Common Causes of Claims in construction;
– Key aspects to preparing a Claim, including the Three Key Proofs that must be part of claim;
– Know what to do to Prepare for the possibility of a disputed change and the need to submit a Claim;
– Overview of a few Common types of Claims:
– Directed Changes
– Constructive Changes
– Differing Site Conditions
– Suspension of Work
– Productivity Loss
– Delay

PRESENTER: Stephen P. Warhoe, PhD, PE, CCE, CFCC, CCM

Dr. Warhoe has 30 years of international experience as a practitioner and expert witness in the claims and dispute resolution field. His PhD is in Program and Project management, which aligns perfectly with his role in the construction claims and dispute resolution field. Steve’s construction forensics expertise comes from working several years in the project management, project controls, risk management, and construction management fields; primarily in the areas of manufacturing, heavy civil, transportation, and major commercial. Steve is also an accomplished claims and disputes resolution consultant, specializing as a testifying expert witness on large and complex disputes involving delay and productivity loss, with project sizes in the billions of dollars and disputed amounts also in the billions of dollars. He has worked on several domestic and international mega programs including the construction of nuclear and coal-fired power plants, oil refineries, green field airports, public school construction programs, and major transportation programs. Projects of note include the Panama Canal Expansion, Kuala Lumpur International Airport, London-Heathrow Airport, the SR 520 Floating Bridge Replacement Project and the SR-99 Viaduct Replacement.

Steve has been a member of AACE for over 30 years, and was the Association’s president from
2009 to 2010. He is currently active on the Association’s Technical board.

November 9th, 2017 Meeting

PRESENTATION: Life Cycle of a Real Estate Investor’s Single Family Rehabilitation Project and Case Study

This presentation explains the lifecycle of a rehabilitation project on a single family residential house for a real estate investor, going beyond what is seen on the shows on television. It will then lead to a case study for a project recently performed in Northwest Washington State.

PRESENTERS: Lisa and Jonathan Kennedy, PSP

Lisa Kennedy purchased her first home at the age of 20, and has been involved in real estate investing in multiple facets since. She has a degree in Finance from Northern Alberta Institute of Technology (NAIT). Jon Kennedy has a day job as a Project Controls Manager with a large industrial contractor. Jon got involved investing in real estate with Lisa in 2013. Jon has a degree in Civil Engineering from Georgia Tech.

Life Cycle REI & Case Study


AACE Seattle Section Presenter Bio & Presentation Abstract – September 2017

PRESENTATION: See the Finish Line – Linear Scheduling for Major Infrastructure Projects

Your project’s CPM schedule contains 2,638 activities and prints on 61 pages of Gantt charts. How are you going to review this schedule, and communicate it to your team in a format that they can use? In this session, you’ll learn how to create a linear schedule that illustrates your entire scope of work on a single page and illuminates critical relationships that would otherwise go unnoticed, all in a format that’s easily understood by laypersons. You’ll see how this method played a key role in delivering an award-winning $330M CSO tunnel project in Washington, DC, and how it’s currently being used on the Alaskan Way Viaduct Replacement here in Seattle. Don’t let complexity stand in the way of achieving project objectives; after attending this session you’ll have a new tool in your toolbox to effectively communicate how your project will get done.

PRESENTER: James Wonneberg, PE, CCM

James works with multi-disciplinary teams to deliver large-diameter tunnel projects, and frequently uses linear scheduling as his most-valuable project management tool. After three cross-country moves with his family to work on exciting projects, he’s hoping to stay put in the Pacific Northwest for the foreseeable future. By day he provides construction management support to WSDOT with McMillen Jacobs Associates, and on nights and weekends he runs a software startup called GraphicSchedule.com.


AACE Seattle Section Presenter Bio & Presentation Abstract – October 2017

PRESENTATION: “SCALABLE EARNED VALUE MANAGEMENT”

The time has come to clearly define Scalable Earned Value Management (SEVM). Scalable Earned Value Management (SEVM) is a modification of Earned Value Management System as defined by the US Government. Earned Value Management System is defined by the proscriptive ANSI EIA 748C criteria, the 32 Guidelines, AACE® Total Cost Framework and its Recommended Practices. Many users have a need to use Earned Value Management with lesser criterion than that defined for the Earned Value Management System. SEVM is Earned Value Management system defined in modified criteria, scalable to the needs of the user. A user’s needs may only require very basic criteria or scale upward toward the high criterion Earned Value Management System. This presentation discusses and demonstrates considerations for scaling the criteria to the user’s needs. The purpose of this presentation is to “kick-off” the effort to develop Scalable Earned Value Management (SEVM) AACE Recommended Practices (RPs). Chuck has accepted the duties as Co-Chairman of the AACE Earned Value Management Sub-Committee to focus on this issue.

PRESENTER: Charles F. Lappenbusch, Jr., MBA, CCP, EVP, PSP

Charles Lappenbusch Consulting LLC. Mr. Lappenbusch has over 40 years of project management and financial experience related to infrastructure projects, including as Director of Development for a new town of 17,000 residences to include all the public and private infrastructures. His emphasis is cost control processes, monitoring and integration with Critical Path Scheduling, Earned Value Method, Risk Analysis and writing reports focused to the desired levels of management. He aligns and allocates budgets to applicable WBS levels that support “roll up” and “drill down” analysis.


AACE Seattle Section May 11th, 2017 Meeting

PRESENTATION: Sound Transit 3: Estimate and Schedule Development

PRESENTER: Andrea Forderer, PE, PMP, CCP, VMA


April 13th, 2017 Meeting

PRESENTATION: Developing Effective Project Performance Strategies – Counting What Counts

PRESENTER: Zahid Khan, PE, PMP


March 9th, 2017 Meeting

PRESENTATION: MISUSE OF EARNED VALUE MANAGEMENT RESULTS IN ERRONEOUS CONCLUSION

PRESENTER: Charles F. Lappenbusch, Jr., MBA, CCP, EVP, PSP

AACE SEA 170309-MISUSE OF EARNED VALUE MANAGEMENT


February 9th, 2017 Meeting

PRESENTATION: NUMERICAL BIAS OF CONSTRUCTABILITY/RISK TEAMS VS PROJECT ACTUAL BID RESULTS

PRESENTER: David A. Hamilton, PE, CVS-Life, CCP, ENV-SP


January 12th, 2017 Meeting

PRESENTATION: SR99 Alaskan Way Viaduct

PRESENTER: Joe Clare PE, PMP, Mott MacDonald


November 10th, 2016 Meeting

PRESENTATION: Sabine Pass Condensate Storage & Send-Out Subproject

PRESENTER: Jon Kennedy, PSP


October 13th, 2016 Meeting

PRESENTATION: Virtual Reality Applications for the AEC Industry

PRESENTER: John Rewolinski

VR Presentation


September 8th, 2016 Meeting

PRESENTATION: Enhanced Risk Based

PRESENTER: Ovidiu Cretu, Ph.D., PE

enhanced-risk-based-estimate


May 12th, 2016 Meeting

PRESENTATION: Partnering for Success: Sound Transit and City of Bellevue, East Link Light Rail Extension – South Bellevue to Overlake Transit

PRESENTER: DeWitt Jensen PE and Kevin Collins PE


April 14th, 2016 Meeting

PRESENTATION: Lakewood High School Value Analysis

PRESENTER: John Boatman


March 10th, 2016 Meeting

PRESENTATION: Oil and Gas Prices and the Current Effects on the Economy

PRESENTER: Ken Marzocco


February 11th, 2016 Meeting

PRESENTATION: Sea-Tac Airport – Planning & Building for Growth

PRESENTER: Wayne Grotheer, Director & Elizabeth Leavitt, Director


January 14th, 2016 Meeting

PRESENTATION: Update on Academic Programs and Construction at the University of Washington

PRESENTER: John Schaufelberger, Ph.D., PE.


September 10th, 2015 Meeting

PRESENTATION: Current Trends in BIM for Design Collaboration, Construction and Facilities Management

PRESENTER: Dale Stenning, Hoffman Construction, Operations Manager


November 12th, 2015 Meeting

PRESENTATION: UW Montlake Triangle Project – Issues Relating to a Multi-agency Project in a Complex Site Environment

PRESENTER: Andy Casillas & Ed Rockwell, University of Washington


October 8th, 2015 Meeting

PRESENTATION: Inflation vs. Escalation – Facts, Trends & Forecast

PRESENTER: Hanif Khan, CCP, PMP, AVS


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