Corporate Resume solutions EXPECTATIONS realized
SOLUTIONS expectations
REALIZED SOLUTIONS EXPECTATIONS realized SOLUTIONS
solutions EXPECTATIONS SERGROUP realized construction consultants SOLUTIONS expectations Index
Co an ofile 2 ilo o 3 ani ation C a e 4 Ce tifi ation
ine o o al 5 o e ional e i e 6 e en e 9 n oin o e t 10 Co leted o e t 13 Client 21 Conta t 22 Company Profile
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. company profile International Coverage | Local Expertise | Personal Service 2 Our Philosophy
mission
o find ol tion t at e eed o a tne e e tation en in t at o lient inte e t a e e e ented e ientl it o e ti it and t an a en d in t e e e tion o 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 to “ et a e l to en e all i e Co t alit e i e ent a e a ie ed ” i ion
o e o e t e fi t o tion in inte e t e e entation o o anie o e ional and i ate in e to elated it on t tion de elo ent ee in an o en ind to a d ontin o i o e ent on ot inte nal and “ e te nal o e e and in o lient o e t to a d t e e t o i le e lt ilo o ” nte national Co e a e o al e ti e e onal e i e 3 Organizations, chambers & Certifications
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 at commitment.
Organizations & Chambers
Ce tifi ation o ani ation a e e tifi ation
International Coverage | Local Expertise | Personal Service 4 Business Proposal
SER GROUP provide a full representation service in Funding Ce tifi ation and Con t tion ana e ent d i o services to Lenders, Owners and Developers who’s business de and a i ition and de elo ent
SER GROUP a e it lient t e o t e i e and e ient e e entation ll o e in all ad ini t ati e e i e ent o a eal e tate de elo ent businnes proposal International Coverage | Local Expertise | Personal Service 5 Professional Services
Construction Risk Management for Equity & Debt Providers (CRM)
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 Initial Project Reviews (IPR) com lian e to fi al and o ial e it ont i tion Determine level of risk and completeness Review and track IVA payments of construction contract documents and Review all associated Anticipo Bonding relative viability of construction pricing i t ite t in e ol tion o a in Con i t Cla ifi ation compared to market experience. Recommend disbursement of approved Pay Application Pay Applications Report (PAR) and provide Disbursement services to the Contractor, Monitor actual project progress from a Sub-Contractors and Suppliers on behalf of the Owner. construction cost, performance and schedule basis prior to distribution of Prepare monthly PAR report. funds.
Additional Services
PCA | Property Condition Assessments For facilities needing a review during a sales transaction PSR | Property Status Reviews Conduct and deliver reports for property inspections of For facilities under construction that o e etail ind t ial otel and residential eal e tate need progress evaluation & cost to complete portfolios. ESA | Environmental Site Assessments, Phase I To meet yearly reporting requirements every property can Evaluate historical and present uses of site be scheduled on a subscription basis for re-inspection. for evidence of impact from hazardous mat's. Develop cost of repair & Capital Reserve Analysis Provide photos of property ID potential activities that may create an Develop list of immediate repair with estimated cost. environmental impairment that result in liability for the property owner or lender. PML | Probable Maximum Loss In compliance w/ ASTM: E 1527-05 for ESA's Assessment to evaluate financial risks of expected damage to a property in the event of earthquakes. BR | Budget Reviews Supports the client's decision-making in the process of Evaluates Budget conditions of a Real Estate property acquisition. operation, its calculations and related exhibits (i.e. schedule, drawings, specs, etc.). Depending on design drawings and specifications, a professional services PML may be performed as a desktop evaluation for cost International Coverage | Local Expertise | Personal Service 6 efficiency and expediency needs of the Client. Coordinate permitting andgovernmental approvals. Assist inpreparationof Construction Contracts. Assist inselectionofsuccessful bidder. Prepare Bidtablefor Owner’s review. Receive andanalyzeBids. Bid Documents. Oversee issuanceofanyrequired architect Addendum to Schedule andadministerPre-Bid Conference. de i n e tifi ation Assist inestablishingbidschedule. Enforce Submittal basedreferencesfordesign elements. other. each with consistent all tradesand cross-referenced with Quality-controlled designdocuments sothey areproperly completion: Overview ExecutiveProject Coordinate dates andassistdesignteamtoaccomplish them. Design Schedule Establish accurateControl: delivery (Value Engineering). e i n do ent e ie to a o li o t e ien Design Coordination Bidding Professional Services Ce tifi ation Con ltin architect. Project Correspondence and with bothcontractor Establish Proceduresof forExpediting Processing asrequired. Contractors, with Separate of Construction Coordinate Sequence Schedule.Project Update Schedule. Receive andReview Contractors detailed Construction Update Budget. Project Budget. Receive andReview Contractors detailed Construction Review Proposed List. Subcontractors e ei e nti i o ond and Ce tifi ate o n ance. LanguageWarranty Bond withlegal counsel. Oversee ofthe“Anticipo”, thecoordination Performance, properly protectEquityPartner/Lender. payment proceduresto SER GROUP to Introduce Contractor and Schedule. Procedures, Staging, Establish Schedule andadministerPre-construction conference. Pre-Construction International Coverage |Local Expertise |Personal Service Management - Advisory Project & Construction Project
7 professional services Ce tifi ation Con ltin (CP);(CO). Change Order Change Policy: Request(RFI); Information For Proposal Cost Review Change Orders (ifrequired) through RFI based Schedules.Project Maintain Maintain Project Reports.Costs ProgressReport Project Prepare Monthly for Owner. and Suppliers onbehalfofthe Owner provide Disbursement services tothe Contractor, Sub-Contractors Recommend disbursement ofapprovedPay Application i t ite t in e ol tion o a in Con i t Cla ifi ation Review allassociated Anticipo Bonding Review andtrackIVA payments to fi al and o ial e it ont i tion Review and Contractor Subcontractor’s continuous compliance Review facturasupportfrom Contractor and Subcontractors. documents from and Contractor Subcontractors. Reviewfactura andotherpayment support construction Review monthly Contractors Payment.Applications for a (materials, welding,EM,etc.) o o a an e alit Con t tion field ee l Review progress project reports ofworkbeing performed in Representative. Attend weekly progressmeetings construction as Owners Prepare Weekly Work ProgressReport for Owner. ll on t tion e i ion ta on ite Coordination Site Construction On Management - Advisory Management & Construction Project Professional Services and International Coverage |Local Expertise |Personal Service Close-Out Insurance ProgramProposal Present Property, Liability &Business Prepare FinalProjectReport. Bonds to Warranty Bonds Coordinate thetransferofPerformance and final in e tion o o tainin Ce tifi ate in i t Coordinate receiptof Close-out Documents. Subcontractors. and from Contractor Receive and reviewIVA Final tax statements Payment for FinalApplication ReviewContractors Coo dinate e ei t o final e t e o t Punchlist items. of and Completion Coordinate Correction Assist Architect inpreparingPunchlist. Occupancy Operations the
8 professional services Our Presence
San Antonio, Tx. South Padre Island, Tx. Brownsville, Tx. Denver, Co. Laredo, Tx. Los Angeles, Ca. Monterrey Ciudad Juarez Nuevo Laredo Tijuana Hermosillo Reynosa Mexicali Torreon Matamoros Ensenada Leon Turks & Caicos Irapuato Ixmiquilpan Queretaro Cuatitlan La Paz Durango Metepec Los Cabos Los Mochis Aculco Mazatlan Veracruz Yucatan Mexico City Cuautla Coatzacoalcos Tepic Riviera Maya Chetumal Orizaba Nuevo Vallarta Morelia Tuxpam Punta de Mita Uruapan Sayulita Acapulco Oaxaca Taxco Amado Nervo Ixtapa Aruba Puerto Vallarta Tuxtepec Colima Guadalajara Brenamiel Zapopan Tapachula Cd. Guzman Lima Peru Cd. del Carmen
Panama
Sao Paulo Brasil Santiago Chile our presence International Coverage | Local Expertise | Personal Service 9 ADVANCE R.E.|C Investment Market Location Construction Management/Advisory Ongoing all Center complex Confidential Q Industrial Projects uerétaro , QRO
ADVANCE R.E.|RöchlingAutomoti Market Investment Location International Coverage Expertise |Local |PersonalService Market Investment Location Construction Management/Advisory Payment Application Review GE Capital|Petropac Confidential Silao, GTO Industrial Confidential Ciudad Juárez,CHIH. Industrial ve
10 ongoing projects Ongoing Projects
METLIFE | Four Seasons Retrofit Payment Application Reviews
Market Hotel & Resort Location Mexico City Investment Confidential
Walton & Planigrupo | Plaza "Abastos" Payment Application Reviews
Market Retail Location Hermosillo, SON Investment Confidential
O'DONNELL | Spec Building Construction Management / Advisory
Market Industrial Location Monterrey, NL Investment Confidential ongoing projects International Coverage | Local Expertise | Personal Service 11 Market Investment Location O'DONNELL Construction Management Ongoing
| CKDFacilities (AUDI) Confidential San Jose Chiapa,PUE Industria Projects l / Advisory
International Coverage |PersonalService |Local Expertise O'DONNELL Market Location Investment Construction Management/Advisory
| ContainerYard(AUDI) Confidential San Jose Chiapa,PUE Industrial /Infrastructure
12 ongoing projects completed Projects *
ESPERANZA RESORT
Market Hotel & Resort Los Cabos, BCS Location México Investment $76 M USD
CABO AZUL RESORT | Fase I & II
Market Hotel & Resort Los Cabos, BCS Location México Investment $70.5 M USD
VILLAS DEL MAR
Market Hotel & Resort Los Cabos, BCS Location México
Investment $133.3 M USD cts ted proje comple
*projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 13 completed Projects *
PARAISO DEL MAR RESIDENCIAL & CAMPO DE GOLF
Market Hotel & Resort La Paz, B.C.S Location México Investment $84.2 M USD | golf $7.2 M USD
REAL 8
Market Hotel & Resort Cd. de México, D.F Location México Investment $4.7 M USD
CHILENO BAY
Market Hotel & Resort Los Cabos, B.C.S Location México Investment $155 M USD cts ted proje comple
* projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 14 completed Projects *
ICON VALLARTA
Market Hotel & Resort Puerto Vallarta, Jalisco Location México Investment $83.2 M USD
LOS VENEROS
Market Hotel & Resort Punta de Mita, Nayarit Location México Investment $85 M USD
DEKA INMOBILIEN | Terret Towers Due Diligence Assement
Market Retail Location México City
Investment Confidential cts ted proje comple
* projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 15 completed Projects *
KIMCO | Lago Real Fase 2 Construction Management / Advisory
Market Retail Location Nuevo Vallarta, NAY, Mexico
Investment $6.2 M USD
KIMCO | "IDEA" Plaza Ciudadela Construction Management / Advisory
Market Retail
Location Guadalajara, Jalisco Mexico Investment $5.7 M USD
KIMCO | Pabellón Rosarito Grand Construction Management / Advisory
Market Retail
Location Rosarito, BC, México
Investment $16.8 M USD cts ted proje comple
* projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 16 completed Projects *
O'DONNELL | PIOIAIQ Phase-5 Construction Management / Advisory
Market Industrial / Infrastructure Location Querétaro, QRO Investment Confidential
WALTON ST. CAPITAL Budget Review
Market Retail & Industrial Location Various throughout Mexico Investment Various
AIG GLOBAL REAL ESTATE Payment Application Reviews
Market Industrial Location Irapuato, GTO Investment Confidential cts ted proje comple
* projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 17 completed Projects *
KIMCO | Galerías del Valle Construction Management / Advisory
Market Retail Mexicali, B.C. Location México Investment $19.8 M USD
KIMCO | Paseo 2000 Construction Management / Advisory
Market Retail Tijuana, B.C. Location México Investment $26.5 M USD $36.2 M USD
KIMCO | Galerías Sonora Construction Management / Advisory
Market Retail Hermosillo, Sonora Location México
Investment $36.2 M USD cts ted proje comple
* projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 18 completed Projects *
KIMCO | Ciudadela (Retrofit) Construction Management Advisory
Market Retail Location Zapopan, JAL Investment $1.2 M USD
DHL | Air Hub QRO Construction Management Advisory
Market Industrial / Logistics
Location Querétaro Int'l Airport
Investment $ 2.0 M USD
ADVANCE R.E. | Business Park Construction Management / Advisory
Market Industrial Location Celaya, GTO cts Investment Confidential ted proje comple
* projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 19 completed Projects *
O´DONNELL | Apodaca Business Park Construction Management / Advisory
Market Industrial / Infrastructure Location Apodaca, NL. Investment Confidential
O'DONNELL | KUEHNE+NAGEL (Phase 4) Construction Management / Advisory
Market Industrial Location Cuautitlán, EdoMex Investment Confidential
DHL EXPRESS | Air Hub "Tres Ríos" Construction Management / Advisory
Market Industrial Location Cuautitlán, EdoMex
Investment $3.0 M USD cts ted proje comple
* projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 20 completed Projects *
AIG GLOBAL REAL ESTATE | Facilities Retrofit Payment Application Reviews
Market Industrial Location Tijuana, BC, México Investment Confidential
DHL GLOBAL FORWARDING | Corporate Offices Construction Management / Advisory
Market Retail Location México City Investment Confidential cts ted proje comple
* projects depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 21 Our Clients**
Deka Immobilien Deutsche Bank FRISA Constructora Eurohypo GE CRE Mexico Citigroup ICON Group LaSalle Investments AIG Global Real Estate Wachovia Grupo Garza Ponce Grupo LINK DTZ/Rockwood Mexico DHL Express Mexico ING Clarion DHL Metropolitan Logistics Mexico Finsa DHL Global Forwarding Walton Street Capital Mexico Metlife Mexico Kimco Realty Corp. Planigrupo CIM Group Honeywell Capital Source Finance LLC ThyssenKrupp Budd MSD Capital L.P. Toyota Best Buy Vigobyte MAC-L Arquitectos AMB Property Grupo O´Donnell Panorama International, Inc. our clients
** clients depicted were supported by SER GROUP personnel. International Coverage | Local Expertise | Personal Service 22 U Email. mark@serconstructionconsulting. Phone. +1(210)8317930 Mark ww.serconstructionconsulting.com Contact Us Marco GonzálezFierro Mexico Email. [email protected] Mobile. +52(462)6329248 O ce. Skype. +52(462)6070855 marco.glez.fierro www.sergroup.com.mx I nter Mark FlinnMark EE. UU. Skype. mark_flinn Email. Cel. +1(210)8317930 Marco Fierro González national
[email protected] Coverage |Local Ex perti se |P ersonal Se rvice 23 contact us SAN ANTONIO, TX, U.S.A | IRAPUATO, GTO, MEXICO | MONTERREY, N.L, MEXICO
www.sergroup.com.mx