Tcu Firm Profile
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Firm Portfolio for TCU Consulting Services, LLC. -- Program Managers / Owner\'s Reps

Firm Portfolio for TCU Consulting Services, LLC. -- Program Managers / Owner\'s Reps

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Tcu Firm Profile Document Transcript

  • 1. WE KNOW THE TERRITORY. Montgomery, Alabama | 334.420.1500 OWNER REPRESENTATION | PROGRAM MANAGEMENT | FACILITIES PLANNING | STRATEGIC PLANNING CONSTRUCTION CLAIMS CONSULTING | DEVELOPMENT CONSULTING
  • 2. W. Kendrick (Ken) Upchurch, III CHAIRMAN & CEO W.K. UPCHURCH CONSTRUCTION CO., INC. P.O. BOX 230487 MONTGOMERY, ALABAMA 36123-0487 PHONE: 334-279-8765 FAX: 334-272-5731 W. Ken Upchurch, III, is a lifelong resident of Montgomery, Alabama. He is chairman and CEO of W.K. Upchurch Construction Co., Inc., a third-generation construction company that specializes in commercial and high-end custom residential construction throughout the Southeast. Founded in 1930, the firm is one of Alabama’s oldest continuously family-owned and operated construction companies. Ken is also the managing principal of TCU Consulting Services, LLC, a locally-owned construction consulting firm providing Owner Representation, Program Management, Facilities Planning, Strategic Planning, Construction Claims Consulting and Development Consulting services. Ken has taught the 10th grade Sunday school class at First United Methodist Church of Montgomery for more than 20 years. Ken and his wife Carol have two daughters, Coleman and Lucy. CURRENT BUSINESS & CIVIC ACTIVITIES YMCA Metro Board of Directors Montgomery Education Foundation, Past President and Co-founder Montgomery Planning Commission, Member and Past Chairman A+ Education Foundation Board Member The Montgomery Academy Board of Trustees, Past Chairman Huntingdon College Board of Trustees, Chairman Jackson Hospital Board of Trustees Alabama Associated General Contractors, Board of Directors, Past Chairman Alabama Associated General Contractors, Legislative Chairman National Associated General Contractors, Closely Held Business Committee ServisFirst Bank Board Member PAST AFFILIATIONS Leadership Montgomery, Class 1 Leadership Alabama, Class 9 Montgomery Area Red Cross Board First United Methodist Church of Montgomery Administrative Board Montgomery Architectural Review Board Landmarks Foundation Board Partners in Education, Bear School YMCA Youth Sports Coach Central Alabama Community Foundation Board Member Montgomery Advertiser Citizen of the Year 2002 Montgomery YMCA Man of the Year 2006 Montgomery, Alabama | 334.420.1500 OWNER REPRESENTATION | PROGRAM MANAGEMENT | FACILITIES PLANNING | STRATEGIC PLANNING CONSTRUCTION CLAIMS CONSULTING | DEVELOPMENT CONSULTING
  • 3. Percy Thomas CHAIRMAN & CEO THOMAS CONSTRUCTION & MASONRY CO., INC. P.O. BOX 9271 MONTGOMERY, ALABAMA 36108 PHONE: 334-284-4111 FAX: 334-286-8581 Percy Thomas is a native of White Hall and a resident of Montgomery, Alabama, for 38 years. He is chairman and CEO of Thomas Construction & Masonry Co., Inc., a family-owned business that has constructed various projects throughout the Southeast and as far away as Colorado. Percy is also a managing principal of TCU Consulting Services, LLC, a locally-owned construction consulting firm providing Owner Representation, Program Management, Facilities Planning, Strategic Planning, Construction Claims Consulting and Development Consulting services. The fifth child born to the late Mr. James Thomas and Mrs. Rebecca Thomas, he is married to Dorothy S., and they have two lovely daughters, Laquan and Lakeshia. A graduate of Central High School in Lowndes County, Alabama, and of Trenholm Technical College, Percy has received numerous awards from the construction industry and the community. CURRENT BUSINESS & CIVIC ACTIVITIES President of the Central Alabama Contractors Association Board Member of the Chamber of Commerce Board Member of the Small Business Resource Center (Chamber of Commerce) Member of the Job Corps Advisory Board Board Member of the Foundation Board (Trenholm Technical College) One of the Founding Board Members of ISTAP (Alabama State University Booster Club) Board Member of Higher Vision 2000 Board Member of Kershaw YMCA CHURCH AFFILIATIONS Member of the First Missionary Baptist Church Member of the Board of Deacons Chairman of the Board of Trustees President of the Male Chorus Montgomery, Alabama | 334.420.1500 OWNER REPRESENTATION | PROGRAM MANAGEMENT | FACILITIES PLANNING | STRATEGIC PLANNING CONSTRUCTION CLAIMS CONSULTING | DEVELOPMENT CONSULTING
  • 4. A TOTAL MANAGEMENT SYSTEM Program Management may be the least consistently used term in the construction industry today. TCU Consulting Services defines Program Management as a Total Management System. Program Management is a management system, not simply a delivery system. TCU Consulting Services will not serve as the General Contractor or as the Construction Manager. The TCU team provides consultation, management services and advice from project initiation through project completion. TCU Consulting’s Program Management Team is made up of people with experience in this industry and this area. TCU serves as an extension of the project owner’s organization. TCU will guide you through every phase of your program, from design to move-in, with an efficient plan based on the knowledge we’ve gained and the relationships we’ve built during many years of doing business. Montgomery, Alabama | 334.420.1500 OWNER REPRESENTATION | PROGRAM MANAGEMENT | FACILITIES PLANNING | STRATEGIC PLANNING CONSTRUCTION CLAIMS CONSULTING | DEVELOPMENT CONSULTING
  • 5. PROGRAM MANAGEMENT Successful building programs across the Southeast call for an experienced team that knows the area’s quickest path to success. TCU Consulting is that team. TCU Consulting’s Program Management service guides your building program from the design phase all the way through to move-in. Our team becomes an extension of your organization, responsible for providing you with pragmatic advice and oversight at every step, including pre-planning, budgeting, scheduling, bidding and construction. TCU provides the advantage of having knowledgeable people who understand each program’s specific needs and how best to accomplish those goals. Our approach eliminates the costly gaps and overlaps in responsibility that can be a problem when multiple projects are involved, and tailors the program’s overall plan to achieve delivery via a variety of methods that are best suited to each site’s unique requirements. TCU Consulting offers the staff, internal controls, construction software and expertise needed to efficiently manage the needs of programs of any size and scope. Our experience and strong working relationships within the regional construction market bring real value to your program. You can depend on TCU to be accessible and accountable to you for the work we provide. Montgomery, Alabama | 334.420.1500 OWNER REPRESENTATION | PROGRAM MANAGEMENT | FACILITIES PLANNING | STRATEGIC PLANNING CONSTRUCTION CLAIMS CONSULTING | DEVELOPMENT CONSULTING
  • 6. LIST OF SERVICES Program Management and Consulting Services Offered by TCU Consulting Services, LLC Owner Representation/ Conduct Cost Adjustment Sessions Provide Construction Progress Review Program Management Services Provide a Value Analysis Study Monitor Monthly Construction Develop Project Status Reports Schedule Updates Program Planning Phase Prepare Cash Flow Projection Reports Review Monthly Contractor Investigative Analysis of Various Sites Payment Applications Prepare Design Phase Change Develop Design Phase Procedures Order Reports Review Schedule Revisions Conduct Design Consultant Selection Develop Contracts for Construction Establish Change Order Processing System Prepare Design Consultant Contract Establish Bidding Procedures Assist Negotiation of Change Order Cost and Time Extensions Conduct Design Consultant Orientation Review Change Order Reports Develop Pre-Design Project Analysis Construction Phase Review Contractor Claims Develop and Implement Management Plan Develop Prequalification of Bidders Procedures Provide Claims Analysis Develop Master Schedule Monitor Bid Advertisements Evaluate Claim Cost Develop a List of Critical Dates Review Bidders List Conduct Contractor Claims Negotiations Prepare a Provisional Cost Model Expedite Bid Document Delivery Provide Project Status Reports Develop a Project Budget Conduct Pre-Bid Conference(s) Review Equipment Instruction Manuals Develop a Project Cost Model Monitor Coordination and Inquiries Review As-Built Documents Prepare Preliminary Cost Studies Provide Addendum Review Coordinate Training Sessions Implement Management Information System Controls Accept Bids Review Substantial Completion Documentation Provide Bid Evaluation Review Final Completion Documentation Design Phase Conduct Construction Contract Negotiations Conduct Design Phase Coordination Review Construction Contract(s) Occupancy Phase Monitor Design Schedule Conduct Pre-Construction Conference(s) Review Occupancy Permit Conduct Design Progress Meetings Develop Project Status Report Develop Occupancy Plan and Schedule Develop Cost Management Procedures Provide Cash Flow Projection Report Provide Move-In Coordination Provide Limited Design Review Monitor Contract Administration Finalize Change Orders Provide a Constructability Review Monitor Submittal Procedures Conduct Claims Evaluation and Resolution Coordinate Design Comments Attend Job Site Meetings Prepare Final Project Report Expedite Authority Reviews and Approvals Conduct Coordination of Technical Inspection and Testing Monitor Warranty Inspections Develop Design Phase Schedule Update Master Schedule Provide Construction Observation Review Schematic Design Cost Estimate Monitor and Report Non-Conforming Work Review Design Development Cost Estimate Incorporate Construction Schedule into Master Schedule Review 50% Construction Document (CD) Cost Estimate Review Schedule of Values Montgomery, Alabama | 334.420.1500 OWNER REPRESENTATION | PROGRAM MANAGEMENT | FACILITIES PLANNING | STRATEGIC PLANNING CONSTRUCTION CLAIMS CONSULTING | DEVELOPMENT CONSULTING
  • 7. LIST OF SERVICES Facilities Planning Construction Claims Consulting Provide All Development Investigative Analysis of Various Sites Review Construction Claims Scheduling Services Provide Site Selection and Provide Construction Claims Assist with Development Negotiation Work Analysis Reports Marketing Services Provide Facility Programming Analysis Evaluate Construction Claims Costs Develop Project Analysis Documents Conduct Construction Claims Negotiations Develop and Implement a Facilities Mediate Construction Claims Master Plan Provide Construction Progress Reviews Develop Project Cost Models Monitor Construction Schedule Updates Prepare Cost Studies Review Construction Payment Applications Provide Constructability Reviews Negotiate Change Order Cost and Expedite Authority Reviews and Approvals Time Extensions Provide a Value Analysis Study Monitor Contract Administration Activities Develop Occupancy Plans Conduct Claims Evaluation and Provide Move-In Coordination Resolution Activities Prepare Final Project Reports Strategic Planning Provide Expert Witness Assistance Investigative Analysis of Site Locations Provide Site Selection and Development Consulting Negotiation Work Provide Investigative Analysis of Develop Facility Management Plans Various Sites Develop Master Schedules Provide Site Selection and Negotiation Work Develop a List of Critical Dates Develop and Implement Development Prepare Project Programming and Analysis Management Plan Develop Project Cost Models Prepare Preliminary Development Develop Total Program Budgets Cost Studies Implement Program Management Prepare Development Cost Models Informational Control Systems Provide All Programming Planning Develop Cost Management Procedures Phase Work Provide Constructability Reviews Expedite Authority Reviews and Approvals Provide Value Analysis Studies Coordinate All Design Phase Work Prepare Cash Flow Projection Reports Provide Construction Phase Administration Services Montgomery, Alabama | 334.420.1500 OWNER REPRESENTATION | PROGRAM MANAGEMENT | FACILITIES PLANNING | STRATEGIC PLANNING CONSTRUCTION CLAIMS CONSULTING | DEVELOPMENT CONSULTING
  • 8. PROJECT ORGANIZATIONAL STRUCTURE PROGRAM MANAGEMENT/OWNER REPRESENTATION ORGANIZATIONAL CHART Delivering client satisfaction with single source accountability THE CLIENT TCU Consulting Services, LLC Program Manager/Owner Representative TCU Project Manager Project Team Leader 1 Project Team Leader 2 Project Team Leader 3 TCU Technical Support Services Programming Pre-Design Design Construction Estimating Budgeting Scheduling Value Analysis Individual Project Architects Single or Multiple Construction Projects Single or Multiple General Contractors Montgomery, Alabama | 334.420.1500 OWNER REPRESENTATION | PROGRAM MANAGEMENT | FACILITIES PLANNING | STRATEGIC PLANNING CONSTRUCTION CLAIMS CONSULTING | DEVELOPMENT CONSULTING