Clients And Cases:
| Click on a state below to view the clients for that state: | |||
Project: Scottsdale Capital Improvements Program
Location: Scottsdale, Arizona
Client: City of Scottsdale (Sverdrup/Kaiser Engineers)
Value: $220,000,000
Role on the Project: Safety services and risk management consulting
including creation and implementation of an OCIP-specific safety plan, procurement and oversight
of broker services and general oversight of the administrative and risk management functions.
On-site staff coordinated efforts of both City and private construction managers.
Project: Water Department Capital Improvement Program
Location: San Diego, California
Client: City of San Diego (Parsons, Inc.)
Value: $700,000,000
Role on the Project: Risk management and claims consulting including
design, procurement and oversight of insurance company services, implementation of OCIP and
general oversight of the administrative and risk financing functions, safety services. Represent
the City’s interest on all major claims.
Project: Emergency Storage Project
Location: San Diego County, California
Client: San Diego County Water Authority
Value: $720,000,000 plus three new OCIP’s in the planning stages
Role on the Project: Provided feasibility study. Planned, organized
and implemented an OCIP. Ongoing consulting role providing oversight and support to client
’s Risk Manager.
Project: Phase One, Capital Improvement Projects
Location: Rancho Cucamonga, California
Client: Chaffey Community College District
Value: $38,000,000
Role on the Project: Review insurance programs to identify deficiencies, gaps and redundancies;
make suggestions to update and enhance the programs. Review associated construction contract
language and assist staff in providing corrected contracts.
Project: Metropolitan Wastewater Department, Capital Improvements
Location: San Diego, California
Client: City of San Diego (Sverdrup/Kaiser Engineers)
Value: $1,560,000,000
Role on the Project: Risk management and claims consulting including
design, procurement and oversight of insurance company services. Implementation of the OCIP and
general administration and oversight of the administrative and risk financing functions as well
as participation in the safety program. Represented the City’s interest on all major
claims. This wrap-up won an award from Public Technology Inc., in the categories of Sustainable
Environment and Finance, for having a project that has demonstrated to be proactive and efficient
in both categories. The OCIP also won one of 10 honorable mentions in the finance section of the
national Technology Achievement Awards, as noted in the Business Insurance Spotlight report dated
January 13, 1997.
Project: OCIP Proposals
Location: Anaheim, California
Client: Anaheim Union High School District
Value: $184,000,000
Role on the Project: Performed a comprehensive review and analysis of
OCIP proposals. Made corrections where required. Assisted District with oversight and technical
support to successfully implement an OCIP.
Project: San Diego Convention Center Expansion
Location: San Diego, California
Client: Golden Turner, A Joint Venture
Value: $216,000,000
Role on the Project: Risk management consulting including implementation of OCIP,
oversight of broker services, and general oversight of the administrative and risk financing
functions.
Project: San Diego Padres Ballpark Infrastructure
Location: San Diego, California
Client: City of San Diego
Role on the Project: Provided feasibility analysis for an OCIP, including pollution control issues. Planned, organized, implemented, managed and closed out the OCIP.
Project: San Diego Padres Ballpark Insurance Conformance
Location: San Diego, California
Client: City of San Diego
Role on the Project: Audit of Padres insurance program to certify compliance with financing and lease/ownership agreements between the City of San Diego and the San Diego Padres Baseball Team.
Project: Various Condominium Projects
Location: Multiple Sites in the Los Angeles Area
Client: TriCal Construction
Role on the Projects: Provide guidance and facilitate exploration of OCIP alternative risk financing approaches including Self-Insurance, Insurance Trust, Captive Insurance Company, Large deductible, Financial Reinsurance and conventional Wrap-Up Insurance plans.
Project: Everglades Restoration
Location: West Palm Beach, Florida
Client: South Florida Water Management District (Jacobs Montgomery Joint Venture)
Value: $2,000,000,000
Role on the Project: Consulting for implementation of an OCIP involving construction of an Everglades water project.
Project: Decatur Wastewater Project
Location: Decatur, Illinois
Client: Sanitary District of Decatur
Value: $140,000,000
Role on the Project: Risk management consulting including design,
procurement and oversight of insurance company services, implementation of OCIP, and general
oversight of the administrative and risk management functions.
Project: Wastewater Treatment Plant
Location: Detroit, Michigan
Client: Detroit Wastewater Partners
Value: $550,000,000
Role on the Project: Risk management consulting including design, bid
specifications, underwriting packages, broker and carrier RFPs. Participated in interview for
evaluations and selection of broker and carriers. Supported the implementation of the OCIP.
Project: Barnes Jewish Hospital
Location: St. Louis, Missouri
Client: Jacobs Facilities
Value: $350,000,000
Role on the Project: Performed a comprehensive audit of the completed
OCIP for the benefit of the owner and construction manager. Provided report including financial
issues, action items and lessons learned.
Project: 17 Fire Districts in Northern Nevada
Location: Reno, Nevada
Client: Truckee Meadows Fire Protection District
Role on the Project: Provided a comprehensive risk analysis and insurance audit report.
~New Mexico~
Project: Buckman Direct Diversion Project
Location: Santa Fe, New Mexico
Client: Camp Dresser McKee (CDM)
Value: $150,000,000
Role on the Project: Evaluated feasibility and assisted with the acquisition of broker and insurance carriers. Developed insurance program, contracts and administration for the risk management function.
Project: Combined Sewer Overflow and BES Capital Improvements
Location: Portland, Oregon
Client: City of Portland Bureau of Environmental Services
Value: $412,000,000
Role on the Project: Assist City with oversight of brokers and
carriers. Assist with broker negotiations, claims, risk management strategies, insurance
specifications and program design.
Project: Oregon Convention Center
Location: Portland, Oregon
Client: Portland Metropolitan Service District (Metro)
Value: $120,000,000
Role on the Project: Owner Controlled Insurance Program feasibility study.
Project: Metropolitan Wastewater Project
Location: Eugene, Oregon
Client: Metropolitan Wastewater Management Commission
Value: $104,000,000
Role on the Project: Risk management consulting including design, procurement and
oversight of insurance company services and general oversight of the risk
financing function. Provided OCIP administration from start up through close out.
Project: Contractual Risk Transfer and Reduction
Location: Gresham, Oregon
Client: City of Gresham
Role on the Project: Developed model construction contracts.
Project: Insurance Audit
Location: Eugene, Oregon
Client: Court Appointed Special Advocates of Lane County
Role on the Project: Performed insurance audit and made recommendations.
Project: Insurance Review
Location: Eugene, Oregon
Client: Golden Temple
Role on the Project: Performed insurance audit and made recommendations.
Project: General Consulting
Location: Ashland, Oregon
Client: Davis Hearn Saladoff & Smith
Role on the Project: Report to law firm on operation of OCIP’s for 100 contractor/developer/owner clients. Included insurance and broker analysis.
Project: Knoxville Convention Center
Location: Knoxville, Tennessee
Client: Public Building Authority of the County of Knox and the City of Knoxville, Tennessee
Value: $142,000,000
Role on the Project: Provided feasibility study. Planned, organized and implemented an
OCIP. Negotiated with contractors, brokers and carriers on behalf of the owner.
Project: Insurance Audit
Location: Oak Ridge, Tennessee
Client: National Transportation Research Corporation
Role on the Project: Risk and insurance audit.
Project: Brightwater Treatment System
Location: Seattle, Washington
Client: King County (Stoel Rives, LLP)
Role on the Project: Feasibility analysis and general construction. Risk management consulting.