Bertino & Associates

1. Bertino & Associates
Corporate Profile
Construction Management
Owner/Agent CM
Development Administration
General Contracting
Design/Build Contracting
Bayport One
8025 Black Horse Pike, Suite 490
West Atlantic City, NJ 08232
Phone: 609.383.6700 / Fax: 609.383.6706

2. Introduction
Bertino & Associates, Inc. formation is rooted in the foundation of more than
40 years of construction-industry experience. Under the leadership of Michael
INTRODUCTION S. Bertino, President, the company concentrates on improving its clients’ busi-
nesses through the management of construction programs for new facilities,
renovations, fit-out programs and expansions. Broad in scope, the company’s
services include development, construction management and owner/agent
project management.
Michael S. Bertino is the guiding force behind Bertino & Associates’ personnel.
He is committed to affording clients with personal attention and instills this
philosophy in each associate. A Registered Professional Engineer, Mr. Bertino
has a strong history of orchestrating and completing the most challenging con-
struction programs.
For 10 years prior to forming Bertino & Associates, he was Principal in charge
of Keating Building Corporation’s construction division where he administered
more than $300 million in annual construction. As Senior Vice President of
Mellon Stuart Company’s Eastern Region, he also ensured success for up to
$350 million in annual construction during his 14 year tenure.
Client Focused Services
Bertino & Associates is 100% client focused. Our services are flexible in na-
ture and respond to specific client and project needs. Our corporate philoso-
phy ‘Exceed Expectations’ is the driving force that ensures that we exceed cli-
ent goals in each undertaking. Recognizing that every project is unique, we
draw upon the technical expertise of our senior associates to formulate an
innovative approach that makes projects happen and happen successfully!
Perhaps the greatest benefit of Bertino & Associates’ services is the benefit of
our early input from an experienced builder’s perspective of approach, plan-
ning, concepts, designs, alternatives and proposed solutions, including estab-
lishing “realistic” cost based upon our experience with similar projects. Our
team is adept at translating architectural and engineering programs into build-
ing reality. We instill quality in the total process to ensure completion on-time,
and within or under budget.
At Bertino & Associates, we know what works well, and we know what has
been less than successful. We understand the value that “early teaming”
yields to our clients, and the solutions that can be applied to make designs
“constructible”. This expertise is brought to the “team planning table” early
Exceeding ensuring that clients receive the most value from start to completion without
Expectations! sacrificing quality and without entering into costly re-design.

3. Introduction
Outline Scope of Services
INTRODUCTION
Bertino & Associates clients include Corporate, Native American, and Private
and Public Agencies. Based upon their needs, we tailor our services to in-
clude any combination or all the following:
PLANNING & PROGRAMMING PHASE
PREDEVELOPMENT PHASE
x Development Pre-Planning
x Project Program Development
x Consultant Request for Proposal
x Site Utilization/Evaluation
Preparation and Issuance
x Logistics Planning
x Consultant Interview & Selection
x Scheme Estimating
x Consultant Contract Negotiations
x Construction Evaluation
x Strategic & Financial Planning
x Scheduling/Phasing Evaluation
x Workload Projections
x Professional Consultation
x Regulatory Planning
x Cost & Financial Justification
PRECONSTRUCTION PHASE CONSTRUCTION PHASE
x Budget/Estimating Control x Construction Oversight &
x Construction Pre-Planning Administration
x Early-Start Construction x Early Start Construction
Evaluation x Cost Control
x Constructability Evaluation x Contraction Coordination
x Value Engineering x Scheduling/Phasing
x Life-Cycle Costing x Quality Control
x Scheduling, Planning & Phasing x Coordination/FF&E Installations
x Cash Flow Projections x Systems Start-Up Administration
x Competitive Bidding/Evaluation x Final Close-Out Administration
x Equipment Coordination/FF&E/ x Warranty Administration
Exceeding x Purchasing & Coordination x Occupancy Coordination
Expectations! x Coordination of FF&E & x Dispute Resolution
Purchasing
x Post-Construction Follow-Up

4. Introduction
Planning for all things that make projects happen is a critical ingredient in
our approach. In evaluating projects, we draw from our staff and associates’
INTRODUCTION expertise to provide a base of services that is all encompassing for a smooth
planning, programming, preconstruction and construction process.
Leading the Team to Success
Bertino & Associates, as Program Manager, puts the entire project team into
active roles within a fully integrated planning, design and construction proc-
ess. Combining hands-on experience with practical solutions, we achieve
success. We understand approvals and compliance concerns, budget restric-
tions, schedule parameters, FF&E purchasing, tenant fit-out and occupancy
requirements. We also know that the qualifications of the personnel as-
signed are critical to the successful execution of the work, and we know With an eye focused
how to structure the project team to ensure that resources are maxi- on “most value for
mized to potential. dollars expended” we
apply a “total team
Equally important, we know that a successful project is a project com- approach” to ensure
pleted without claims. Towards that end, we ensure that the early up- that all components
front planning is a total and comprehensive team effort. This approach
are done right…
goes a long way in minimizing change orders in construction, and also
the first time
in ensuring that the documents are as complete and thorough as possi-
ble to minimize the potential for conflicts.
Aiding our staff in the administration of the work, we apply a variety of
computer based applications using Suretrak and Primavera for scheduling;
Expedition and Pro Log for documentation, tracking, project controls and
communications; estimating software and spreadsheet applications for cost-
ing and budgeting; AutoCAD for document review; as well as software for
word processing, layout, data management and accounting. All of these
components are incorporated into the extensive planning that we apply in our
projects.
From start through completion, Bertino & Associates’ goal is to achieve suc-
cess and exceed expectations in teaming, quality, schedule, budget and total
client satisfaction. And in this process, we foster long-term friendships and
working relationships with our clients, architects, and the total project team!
Exceeding
Expectations!

5. Bertino & Associates
Enjoying many successful projects, our associates have been able to develop
long term relationships throughout the construction industry with owners, de-
PROJECT velopers, architects, consultants, subcontractors, vendors and suppliers. Ber-
tino & Associates’ staff have completed projects of varied sizes, scope and
EXPERIENCE complexity. We have actively participated in master planning, development
and design administration, new construction, renovations and expansions,
interior fit-out, FF&E purchasing and coordination, and in infrastructure to sup-
port these facilities such as central boiler, chiller plants and parking garages.
Bertino & Associates’ ongoing and daily activity in the development and con-
struction marketplace affords our team the advantages of a complete under-
standing of how to guide projects through the extensive approvals and permit-
ting process to avoid delays. We know Planning & Zoning Boards’ expecta-
tions; we understand the local and State approval processes and require-
ments; and we know how to expedite the Building Permit process. Working
continuously with these agencies through our daily work, we know what to ex-
pect and the timing required, and we apply this knowledge to “expedite” the
process. Similarly, our construction management expertise and working rela-
tionships with contractors and vendors that serve the construction industry,
allow us to repeatedly deliver high-quality projects on time and within budget.
Illustrating the depth of experience of the Bertino & Associates team, the fol-
lowing projects are high lighted:
Exceeding
Expectations!

6. Representative
CORPORATE OFFICE
OFFICE Projects
The Mid-Town Office Bldg.
Core & Shell Fit-Out / 60,000 s.f.
Tenant Fit-Out / 50,000 s.f.
Centurian Plaza
140,000 s.f. Class “A”Office
Space with 520 car parking
Hewlett Packard Company
360,000 s.f.
Divisional Headquarters with
Research, Development &
Manufacturing Facilities
CONRAIL Headquarters
752,000 s,.f.
28-Story Corporate Fit-Out
IBM Corporation
1,200,000 s.f.
Divisional Headquarters Campus
Chase Manhattan Bank
200,000 s.f.
Corporate Office &
Computer Operations Center
Commerce Square
650,000 s.f., 21-Stories
Multi-Tenant Fit-Out
Independence Blue Cross
800,000 s.f.
27-Story Base Building and
Tenant Fit-Up
Keystone Mercy Health Plan
100,000 s.f. Class “A” Office Fit-
Out
One First Avenue
4 Story Multi-Tenant Fit-Out
100 East Elm Street
4 Story Multi-Tenant Fit-Out
Staff projects while employed by Bertino &
Associates, Keating or Mellon Stuart.
Exceeding
Expectations!

7. Representative
Projects
HOUSING
Millennium Assisted Living
160 Units of Assisted Living
Elderly Housing
McClay Street Low-Income
Housing
Phases I and II
650 Units Low-Income
Family Housing
Renovo Borough Housing
65 Units Low-Income
Family Housing
Frostburg Heights
Apartments
5-Story, Apartment Complex
Villa Saint Catherine
116-Bed Skilled Nursing
Facility & Secular
Retirement Community
Bahia Vista
146 Unit Hotel & Condominium
University Center at Easton
Avenue—Rutgers
630 Student Apartments
960-Car Parking Garage
Deptford Park II
102 Apartment Units of
Senior Housing with 15,500 sf
Administrative Center
Tre Sorelle
24 Luxury Condominiums
Staff projects while employed by Bertino &
Associates, Keating or Mellon Stuart.
Exceeding
Expectations!

8. Representative
Projects
INFRASTRUCTURE
Standy Electric Generating
Facility A 16 MW at 4160V de
signed for future expansion.
Unique design for noise, emis-
sions, special structures, & rapid
start.
Bally’s Park Place Overbuild
$22 Million Pop-Lloyd Avenue-
Overbuild joining Claridge &
Bally’s Casinos.
Bally’s Park Place
500-Car Parking Garage
& Transportation Depot
Air Hub Distribution Center
1,000,000 s.f./212 Acre Site
Regional Air Hub, Vehicle Main-
tenance, Pkg. Distribution
Facilities and Roadways
AstraZeneca U.S. Business
Center
2,050 Car Parking Garage
Hahnemann Hospital Park-
ing Garage
13-Story Parking Garage
830 Cars
Central Boiler/Chiller Plant
City of Philadelphia
6,000 Ton Gas-Fired Central
Boiler/Chiller Plant
Steam Generation Plant
Building 7 Powerhouse Expansion
Merck-West Point Campus
Keystone Health Systems
923-Car Parking Garage
Envirotest Systems, Inc.
Multi-State Program for
Construction of 186 Emissions
Testing Centers
Staff projects while employed by Bertino &
Associates, Keating or Mellon Stuart.
Exceeding
Expectations!

9. Representative
Projects
PUBLIC
Strawberry Square
Harrisburg, PA
1,000,000 s.f. Mixed-Use State
Office, Retail And Parking
City Government Center
New Brunswick, NJ
150,000 s.f. Expansion and
Public Safety Bldg. Renovations
Criminal Justice Center
Philadelphia, PA
582,000 s.f. New Judicial Center
with 64 Courtrooms
Municipal Services Building
Philadelphia, PA
486,000 s.f., 20-Story Base Build-
ing Renovs. w/Interior Fit-Out
State of Ohio VEIP
22 New Emissions Testing Station,
9 Renovations and 2 Technical
Training Centers
Maximum Security Prison
2,000 Bed Maximum Security
Correctional Complex
Lackawanna County Prison
Scranton, PA
596 Beds, 164,000 s.f.
Expansion and Renovations
State of Pennsylvania VEIP
82 New Emission Testing Facilities
throughout the state of PA
Staff projects while employed by Bertino &
Associates, Keating or Mellon Stuart.
Exceeding
Expectations!

10. Representative
Projects
EDUCATIONAL
University Center at Easton
Rutgers University
630 Student Apartments
960 car parking garage
Sandby Generator Facility
Temple University
16 mega watt/4160 volt facility
Capagle of supplying electric
To total campus
Student Dormitory
Lycoming College
120 student dormitory
Food Service Building
Penn State University
New Creamery, Research and
Classroom
Forest Resources Building
Penn State University
New Research and Classroom
Building
Multipurpose Health Science
Center
Temple University
New Research and Classroom
Building
Fine Auto Center
Rutgers University
Center for Performing Arts,
Audio and Visual
Student Housing
University of Rhode Island
800 Student dormitory complex
Consisting of 4 student suites
Payne Whitney Gymnasium
Renovation
Yale University
Athletic Renovations and install-
ation of squash courts
Staff projects while employed by Bertino &
Associates, Keating or Mellon Stuart.
Exceeding
Expectations!

11. Representative
Projects
RESTAURANT /
RETAIL
Allied Domecq
20-Site, Retail Turn-Key Devel-
opment and Build Program
Deptford Crossing Center
200,000 s.f.
Strip Retail Center/4 Anchors
International Retail Center
75,000 s.f. Concourse B/C Airport
Retail Center
Tropicana Hotel & Casino
3 new restaurants
Asian and baccarat gaming
lounges
Isle of Capri Casinos
5 Faradday’s Signature Restaur-
ants
Sun International
Asian Gourmet Restaurant
New Bistro Restaurant
24 hour delicatessen
The Chelsea Hotel
Chelsea Prime Steakhouse
Teplistsky’s Restaurant
Foxwoods Resort & Casino
4 Retail Fit-Out locations
David Burke Steakhouse/Burke
In Box Restaurants
Bar/Lounge Fit-Out
Turning Stone Resort &
Casino
Wild Flowers Restaurant
Radizzio Brazilian Steak House
Festival Harvest Buffet
Staff projects while employed by Bertino &
Associates, Keating or Mellon Stuart.
Exceeding
Expectations!

12. Representative
Projects
HOSPITALITY
Tropicana Casino & Hotel
21-Story, 600 Rm. Hotel
High-Roller Super Suites
Baccarat Gaming Lounge
Asian Gaming Lounge
Simulcast Gaming
Three New Restaurants
Bally’s Wild Wild West
Casino
210,000 sf Casino w/ 3,600 Gam-
ing Positions
Sun International
600,000 s.f.
Resorts Casino Renovations
500-Rm Hotel Modernization
Asian Gourmet Restaurant
New Bistro Restaurant
24-Hour Delicatessen
The Chelsea Hotel
317 Room Boutique Hotel
And Spa
Caesar’s Transportation
Center
3,500 Car Transportation Center
w/Connection Bridge
Isle of Capri Casinos
Riverboat Casino, Tunica
320 Rm Suites Hotel, Bossier
Inn at the Isle Hotel, Biloxi
100 Rm Suites Hotel, Vicksburg
250 Rm Inn Hotel, Lake Charles
Five Farraddays Signature
Restaurants
Staff projects while employed by Bertino &
Associates, Keating or Mellon Stuart.
Exceeding
Expectations!

13. Representative
Projects
HOSPITALITY
Turning Stone Resort Casino
287 Room 19 Story Hotel
98 Room Luxury Suite Hotel
5,000 seat Event Center
Winter Garden
Power Plant
Bally’s Park Place Casino &
Hotel
808-Room Guest Hotel
Bus Transportation Ctr.
Bally’s Claridge Connector
500-Car Garage
Foxwoods Resort Casino
818 Room Hotel
4,000 Seat Theater
50,000 s.f. Ballroom
25,000 s.f. Meeting Room
50,000 s.f. Casino
2,900 Parking Garage
Magic City Casino
2,500 Slot & Poker Parlor
Miami, Florida
Monticello Raceway Casino
Renovation of Racetrack and
1,800 Position Slot Machines
The D.C. Capital Hilton
Hotel
1,200 Room Luxury Hotel
Renovation
Staff projects while employed by Bertino &
Associates, Keating or Mellon Stuart.
Exceeding
Expectations!

14. Scope of Services
OVERVIEW
SCOPE OF Bertino & Associates specializes in providing Program and Development
Management Services, as well as Construction Management Services and
SERVICES general construction.
These services have been formulated to represent and protect the Owner’s
interests from inception to final completion.
Our interest lies in providing the highest level of professional services that
ensure that the project is planned, designed, coordinated and constructed to
meet the project’s objectives for program, quality, budget and operation.
Bertino & Associates’ staff of senior professionals is, in fact, an extension of
an Owner’s project staff. Each member of our staff is highly experienced in
the development and construction of major sized projects, especially projects
in the Hospitality and Gaming Industry. We are able to provide the manage-
ment leadership, technical expertise, and relentless protection of the
Owner’s interests throughout all phases of the project.
Bertino & Associates will prepare trade subcontractor bid packages for solici-
tation of bid proposals. These packages are based on the specific require-
ments of the project. Upon receipt of responsible proposals, Bertino & Asso-
ciates will renew the proposals, and as necessary, interview individual trade
contractor to clarify scope, inclusions and exclusions.
During the Planning Phase, our experience with similar projects will enhance
the Design Team and Owner in the establishment of program and budget,
phase development strategy, timeframe scheduling and operational planning
and quality assistance in the development of a financing package and strat-
egy.
Budget and Schedule Control will continue throughout the Design and Pre-
construction Phase. During this phase, we will develop and implement a con-
tracting strategy that utilizes pre-qualified contractors, while taking full ad-
vantage of the competitive marketplace.
Through our staff’s 40 plus years experience in the construction industry,
bidding documents will be prepared with an eye towards minimizing changes
and potential claims. Prior to bidding, all contract documents and drawings
will be reviewed for constructability and completeness. Incorporated within
the documents will be a master schedule for timely start and completion of
each phase of the project.
Throughout the Construction Phase, our onsite professional staff will monitor
and manage the construction contractors and consultants. In this process
Exceeding we will review and approve Applications for Payment, Change Orders, Project
Schedules, and required Submittals. Our staff will conduct weekly
Expectations! Owner/Contractor/Architect meetings with a focus on coordination and prob-
lem resolution.

15. Scope of Services
During the construction phase, in concert with the Owner’s Facilities Manage-
ment Group, we will develop and implement a training and operational pro-
gram to ensure that the facility will be properly operated once placed into ser-
SCOPE OF vice.
SERVICES As the project approaches completion, our onsite staff will provide complete
closeout services including the management of punch list completion, and
assembly and turnover of all closeout documents.
PLANNING PHASE SERVICES
x Consultant Selection/Contracting: Assist the Owner and Development
Team in identifying the special consultants that may be required. Pre-
pare documents for the consultant/contracting solicitation process, as-
sist in the evaluation of proposals and negotiations, and assist in the
preparation of the contract agreement(s).
x Project Budgets/Proforma: Assist the Owner in the formulation of an
overall project budget and Proforma. Develop a tracking and reporting
system designed to monitor and report on the total project budget
throughout the duration of the project. Provide cash flow projections of
anticipated expenditures.
x Program Development: Provide technical assistance to the Owner and
the Design Team in the formulation of the overall Program. Provide com-
parisons of the program to comparable facilities. As appropriate, make
recommendations for program changes. Coordinate meetings between
the Design Team and operations/maintenance staff for the purpose of
program review and coordination of team input.
x Design Concepts/Site Planning: Provide technical assistance to the
Owner and Design Team for the review of design concepts and overall
site planning. Compare design concepts to the program requirements.
As appropriate, provide recommendations for ensuring the best utiliza-
tion of the site for current and future development; development of a
cost-effective design; ensuring that quality expectations are met; and that
the anticipated construction schedule can be achieved. Prepare cost
comparisons of each design concept.
x Agency Approvals: Assist the Owner and the Design Team in obtaining all
necessary agency approvals. Monitor and report on the progress of each
approval process.
x Master Project Schedule: Prepare an overall Master Project Schedule
that incorporates all major activities required during Planning, Precon-
struction and Construction. Update the Master Project Schedule on a
Exceeding regular basis.
Expectations!
x Job Progress Meetings: On a regular basis, schedule, coordinate and
attend Progress Meetings between the Owner, the Development Team
and the Design Team.

16. Scope of Services
DESIGN & PRECONSTRUCTION PHASE SERVICES
x Financial Assistance: Provide to the Financing Team any required budg-
SCOPE OF ets, cash flow projections, schedules, and phases that may be necessary
for completion of a financial package.
SERVICES
x Other Technical Assistance: Provide or secure any other technical assis-
tance the Owner may require to ensure the formulation of a Master Pro-
ject that will meet the anticipated expectations and provide the required
financial return.
x Reporting:: Provide the Owner monthly progress reports incorporating all
aspects of the Planning Phase.
• Design Consultant Selection/Contracting: Assist the Owner and the De-
sign Team in the solicitation and selection process, as well as negotiation
and contracting of required special consultants. Assist in the preparation
of contract agreements for each consultant.
x Project Budget:: Continue the tracking and reporting of the overall project
budget, and incorporate all contracted costs into the reporting of the Pro-
ject Budget. Provide cash flow projections of anticipated expenditures. If
any portion of the budget is not met, make recommendations for actions
required to be implemented for budget adherence.
x Design Review & Coordination Meetings: On a regular basis, schedule,
coordinate and attend Design Review and Coordination Meetings. Provide
technical assistance to the Design Team and the Owner regarding con-
structability, cost-effective design, value engineering, systems selections
and phasing/scheduling issues. Conduct a full review at completion of the
schematic and design development stages and at issuance of each bid
package.
x Contractor Selection: In consultation with the Design Team, prepare a
solicitation package for construction services with an either stipulated
Guaranteed Maximum Price (GMP) or a Lump Sum. The solicitation proc-
ess will include the prequalification of invited Contractors and Subcontrac-
tors, and issuance of a design package for preparation of bids, which bid
packages will include front end documents and scope of work, design
documents, outline technical and quality performance specifications, a
matrix of Owner/Contractor FF&E responsibilities, necessary allowances,
and construction schedule completion requirements. Upon receipt of pro-
posals, Bertino & Associates will conduct Contractor interviews for clarifi-
cation, evaluation and determination of the completeness of submissions.
Following interviews, if necessary, addenda may be issued for re-pricing
and submission of revised proposals. Bertino & Associates in consultation
with the Owner and Design Team will negotiate the final contract.
Exceeding
x Contractor Coordination: Upon selection, the Contractor and/or Trade
Expectations! Contractors will join the preconstruction team to provide input into the de-
sign for constructability, coordination of bid packages, design adherence
to the agreed upon GMP (or Lump Sum) basis of design, and value engi-
neering input.

17. Scope of Services
x Subcontractor Bidding: If the Contractor and Subcontractors provides a
GMP based upon incomplete design documents (i.e., an early-start ap-
SCOPE OF proach), Bertino & Associates will oversee the subcontractor bidding
phase to ensure that the process is conducted in the best interest of the
SERVICES Owner and the project. Bertino & Associates will review bidders’ lists,
participate in the review of bids received including post-bid interviews,
and evaluate the Contractor’s recommendations for subcontractor
awards.
x Owner Furnished Furniture, Fixtures & Equipment (FF&E): In consulta-
tion with the appropriate consultants, including an FF&E Purchasing
Agent as may be required, Bertino & Associates will assist in the prepara-
tion of bidder solicitation packages and contracting for all Owner-
furnished FF&E for the project. The Purchasing Agent’s solicitation proc-
ess will include a prequalification of bidders, issuance of bid packages,
receipt and evaluation of bids, post-bid interviews and negotiations, and
preparation of contracts and purchase orders. Upon award, coordinate
deliveries and installations with the work of the Contractor. Bertino &
Associates will review and approve all awards and invoices. Bertino &
Associates has the in-house capabilities of providing Purchasing Agent
Services.
x Invoice Review & Approval: Bertino & Associates will review and ap-
prove all consultant and contractor invoices for payment that will be sub-
mitted to the Owner for payment. During the Preconstruction Phase, Ber-
tino & Associates will establish cash flow projections for all work to be
performed.
x Preconstruction & Construction CPM Schedule: Review and monitor
the schedules prepared by the Contractor or individual subcontractors.
Whenever activities deviate from the required schedule dates and dura-
tions, recommend appropriate action to be taken to get activities back on
schedule. Coordinate all Owner action and activities to ensure that the
Owner required decisions or actions are made in a timely manner to
avoid delaying the project.
x Reporting: Provide to the Owner a monthly progress report incorporating
all aspects of the Design and Preconstruction Phase.
CONSTRUCTION PHASE SERVICES
x Construction Oversight: Establish a Field Management Office and pro-
vide on-site staff to monitor, report and deliver technical assistance to
the Owner on all aspects of the construction process including manage-
ment of subcontractors and associated field staff.
Exceeding x Budget Control: Establish a construction budget reporting system that
incorporates a detailed schedule of values of the construction contract,
Expectations! subcontract awards and invoices, purchase orders by the Contractor,
general conditions, consultant costs, soft costs and other related project
costs. Report to the Owner on a regular basis regarding the status of the
project budget and make recommendations where necessary to ensure
that the overall project budget is maintained.

18. Scope of Services
x Quality Control: Establish a project Quality Control Testing and Inspec-
tion Program utilizing Independent Testing and Inspection Agencies.
Included will be a daily reporting and notification of inspections and
SCOPE OF tests, a deficiency correction and follow up procedure and preconstruc-
SERVICES tion conferences and mock-ups.
x Change Order Procedures & Control: Bertino & Associates will estab-
lish a change order procedure which will be administered on the project
for review and processing all change orders. We will make recommen-
dations to the Owner for appropriate actions to be taken, and ensure
that change orders are in keeping with the terms and conditions of the
construction contracts. All change orders will be incorporated into the
tracking and project budget reporting systems.
x Job Progress Meetings: On a weekly basis, schedule, coordinate and
attend Progress Meetings between the Contractor and the Design
Team.
x Construction Schedule Reporting: Monitor the CPM construction
schedule prepared by the Contractor. Conduct regularly scheduled re-
views and update sessions. Make recommendations whenever activity
schedule dates are not being met and regularly report schedule pro-
gress to the Owner. Whenever critical activities fail to meet the re-
quired schedule dates, conduct schedule recovery sessions with the
Contractor. Document all progress and issue appropriate notices to the
Contractor when critical dates are not being met.
x Construction Invoice Review: Review and make recommendations for
approval and payment of all construction invoices from the Contractors,
Vendors and Consultants. Field verifies percentages complete and en-
sure all required invoices are substantiated with proper back-up docu-
mentation. Provide a cash flow projection for monthly requisitions
along with a summary total Project Cost Report.
x Owner-Furnished Furniture, Fixtures & Equipment (FF&E): Establish a
tracking procedure for the administration of the ordering, delivery, stor-
age and installation of all Owner-furnished FF&E. Coordinate receipt of
all Owner-furnished/Contractor-installed FF&E with the Contractor to
ensure timely delivery, proper receipt, storage and installation. Coordi-
nate the Owner’s direct-vendors with the Contractor. Verify receipt of
all materials and work completed.
x Claims Prevention & Resolution: Establish a claims prevention and
resolution procedure for the resolution of disputes on a continuing ba-
sis. As part of this process, instill a partnering approach by the project
team for the review of bid documents for completeness; prequalifica-
tion of bidders; review of required bonds and insurance; and timely is-
Exceeding suance, response, discussion and reporting of any unresolved disputes
Expectations! with recommendations for actions to be taken.

19. Scope of Services
When a claim is submitted, Bertino & Associates will thoroughly investi-
SCOPE OF gate the merits of the claim, solicit input from the appropriate Consult-
ants or other parties, and report to the Owner with appropriate action to
SERVICES be taken. When authorized by the Owner, conduct settlement negotia-
tions and final resolution. If a claim cannot be settled, the Owner will
initiate the claims resolution procedures of the contract with Bertino &
Associates' full cooperation and support of such claims resolution ac-
tions.
x Start-Up & Testing: In conjunction with the Contractor and the Owner’s
facility operations and maintenance staff, Bertino & Associates will
schedule, monitor and report on all start-up and testing of equipment
and systems. Where independent testing is required, schedule, monitor
and report such testing as performed by testing agencies and consult-
ants.
x Punch list & Close-Out Documentation: When the project or a portion
of the project has been substantially completed, schedule punch list
visits by the Design Consultants. Upon receipt of punch list, establish a
procedure and schedule for completion by the contractor. Monitor and
verify completion of each punch list item.
As part of the closeout documentation process, schedule all operation
and maintenance training sessions, and coordinate the receipt of all as-
built drawings, operations manuals, shop drawing files, warranties and
final releases of liens and invoices.
Assist the Owner operations/maintenance staff in establishing a library
of all maintenance documentation. Where appropriate, assist the Owner
in the solicitation and negotiation of outside maintenance contracts.
• Reporting: Provide the Owner a monthly progress report incorporating
all aspects of the Construction Phase. At the completion of the project,
Bertino & Associates will turn over all files and construction documents
for the Owner’s archives
Exceeding
Expectations!