January 6, 2020, Issue 1326

WWW.THEZWEIGLETTER.COM January 6, 2020, Issue 1326

TRENDLINES Signing bonuses

PM data dive Women PMs are hungry for leadership and management training, and want their firms to do more in that regard. Signing bonuses can be a key factor weig Group just released the 2019 Project Management Report in winning over that special candidate, Zof AEC Firms. This research publication contains data gathered but what happens after? In Zweig from a survey of 144 different firms and covers topics related to Group’s 2019 Incentive Compensation project management practices and the experience of being a project Report of AEC Firms, firms answered manager in an AEC firm. several questions on that very topic. The chart above shows a new hire’s Christina In light of the diversity tenet of Zweig Group’s mission and our signing bonus as a percentage of Zweig commitment to promoting inclusion and finding solutions to base salary as it relates to firm growth Niehues solving gender-related recruitment and retention issues, via our rate. To make even more sense of the new ElevateHer initiative, we decided to dig deeper into this data graphic, on a scale of one to five with set. five being very successful, firms rated signing bonuses as a 3.4 in recruiting The following three important questions help illuminate the staff but a 2.4 in retaining staff. While experience of being a project manager: signing bonuses can be a useful tool on 1) What is your biggest challenge as a project manager? the front end, firms may do well to exert more focus and revenue on incentive 2) What was your biggest fear about becoming a project manager? plans that keep employees motivated 3) What is the most important thing your firm could do to improve and in-house for the long run. project management? Participate in a survey and save We divided responses to these questions by respondent gender. $320 on any Zweig Group research Twelve percent of project managers were women and 88 percent publication. Visit bit.ly/TZLsp to learn were men. While the biggest challenge for women project more. managers was “managing my time” (67 percent), the biggest challenge for men was “managing client’s expectations” (49 percent) – something that only 17 percent of women said was their FIRM INDEX top challenge. While 50 percent of women selected “managing Asfour Guzy Architects...... 8 team members” as their top challenge, that dropped to only 33 Burns & McDonnell Engineering Co...... 12 percent for men. We were surprised to see that 15 percent of men responded that “staying within budget” was their biggest challenge Carollo...... 2 – something selected by 0 percent of women. Geosyntec Consultants...... 10 LifeBUILT Architecture...... 10 Men and women project managers also had vastly different Stanley Consultants...... 2 experiences when it came to their biggest fears about the job. Concerns about supervising staff were the top issue for 60 percent Stillwater Dwellings, Inc...... 4 of women, but only 12 percent of men. No women were afraid STV Group, Inc...... 10 of “difficulty meeting budget/time goals,” but 25 percent of men Ware Malcomb...... 4 had this concern. More than double the amount of men compared to women were concerned with “getting away from the design/ technical work I love” (44 percent compared to 20 percent). MORE ARTICLES When we asked this group “What is the most important thing your xz MARK ZWEIG: Getting more done firm could do to improve project management?” women were most Page 3 likely to answer, “provide more leadership training” (71 percent xz Finding needles in the haystack Page 6 women, 45 percent men) and “have clearly defined expectations” (57 percent of women), but men were more likely to answer “hire xz PAM WOOD: The big picture Page 9 more experienced staff” (58 percent). Men were also more likely to xz WILLIAM QUATMAN: Shop See CHRISTINA ZWEIG NIEHUES, page 2 drawing liability Page 11

THE VOICE OF REASON FOR THE AEC INDUSTRY 2 ON THE MOVE GUY CARPENTER TAPPED TO LEAD STANLEY master planning, design, and construction CONSULTANTS WATER MARKET Guy Carpenter will management. lead the water engineering market for Stanley Consultants. Based in Muscatine, Iowa, “While breakthroughs in treatment technology Stanley Consultants is a worldwide provider of and funding adequacy will continue to be big engineering, environmental, and construction drivers in the water market, effective use of data The Principals services. will be the game changer. How data is collected, Carpenter, formerly a vice president with Carollo, managed, processed, and acted upon is the Academy will report to Michael Helms, infrastructure most important influencer for the water industry ZWEIG GROUP’S FLAGSHIP TRAINING PROGRAM business leader, operating from the firm’s and our basis for designing solutions,” Carpenter FOR FIRM LEADERS Phoenix office. Carpenter has 27 years of added. “It will drive how we optimize operations, experience in water, wastewater, and reclaimed improve the protection of public health and the water consulting and master planning. He environment, reduce capital and operations and specializes in advising clients on how to develop maintenance costs, and inform the utility rate Elevate your ability to and deliver water resources in a safe, reliable, payer.” lead and grow your firm and economic manner. at this impactful two-day Private equity and venture capital firms have Carpenter is tasked with developing and program designed to executing global water market strategy at begun investing in technology and water inspire and inform existing Stanley Consultants, engaging with key industry projects. Carpenter intends to leverage that and emerging firm leaders leaders to identify new trends, directing the interest to help clients meet funding challenges. in key areas such as: leadership, financial business development team toward new He also stressed that water issues are common management, recruiting, opportunities, and managing profit and across all engineering activities. marketing/business loss. “As industries look to improve their bottom development, and project management. “What I love about Guy is his passion for water,” lines and integrate sustainable principles into Helms said. “He brings a wealth of experience their supply chains, manufacturing processes in solving many of the water scarcity and quality and resource management programs, water challenges that confront most communities REGISTER TODAY today. Not only is he out in front with his clients continues to arise as a particularly rich area tackling these issues, he also is out in front of for improvement. Taking a holistic evaluation http://bit.ly/PrincipalsAcademy public policy through his leadership on various approach that includes the nexus between water-centric boards and committees.” water and energy, as well as the value of The water engineering team serves throughout recovered resources, will yield large cost savings the company’s spectrum of engineering and reduced carbon footprints. services, including federal and military, civil “As consulting engineers, it’s our job to look for engineering, energy, transportation, and smart the win-win opportunities between the industrial cities design and consulting. Stanley Consultants users of water and the communities in which 1200 North College Ave. has a long tradition of working on major water Fayetteville, AR 72703 projects such as the rebuilding and protection they’re located,” Carpenter said. of New Orleans, to designing water plants in the Stanley Consultants provides planning, Chad Clinehens | Publisher Middle East, improving the Florida Everglades, engineering, program management, [email protected] supplying western United States with water and environmental, and construction services Sara Parkman | Senior Editor & Designer storm water abatement and designing numerous worldwide. Recognized for its commitment to water supply and wastewater treatment [email protected] client service and a passion to make a difference, facilities. Christina Zweig | Contributing Editor Stanley Consultants brings global knowledge, “As an observer and in past project partnership [email protected] experience, and capabilities to serve federal, with Stanley, I’ve always admired the firm’s municipal and industrial clients in the energy Liisa Andreassen | Correspondent ability to adapt and respond to the shifting [email protected] demands on infrastructure services,” Carpenter and infrastructure sectors. Since 1913, Stanley said, adding that Stanley Consultants is well- Consultants has successfully completed more Tel: 800-466-6275 positioned to help clients repair and replace than 25,000 engagements in all 50 states, U.S. Fax: 800-842-1560 aging facilities, given its history of infrastructure territories, and in 110 countries Email: [email protected] Online: thezweigletter.com CHRISTINA ZWEIG NIEHUES, from page 1 Twitter: twitter.com/zweigletter Facebook: facebook.com/thezweigletter suggest “[assigning] more administrative staff to projects,” an answer chosen by no women. Published continuously since 1992 by Zweig Group, Fayetteville, Arkansas, USA. ISSN While we can’t conclusively answer what causes these gender differences, it’s clear 1068-1310. from these results that women project managers are hungry for training related to Issued weekly (48 issues/year) $250 for leadership and management – leading and managing people is a top challenge, a one-year print subscription; free electronic key fear, and the thing they think their firm could improve upon. subscription at thezweigletter.com/subscribe

Getting more done “So many [AEC firm leaders] feel they are being pulled in so many directions that oftentimes, at the end of a day or week, it is hard to see what was accomplished.”

ost of those I know who are owners and managers of AEC firms will admit they Mwould like to get more done. So many feel they are being pulled in so many directions that oftentimes, at the end of a day or week, it is hard to see what was accomplished. That doesn’t lead to high job satisfaction (or life satisfaction, for that matter!). Mark Zweig I have worked with so many high achievers in this “Learning to be an effective business over the years. Here are some the things I see them doing: delegator has to be part of your ❚❚ Getting up early. You can get so much more productivity formula. It takes trust done when you get up early. There are three hours between 5 a.m. and 8 a.m. Those might be the very in other people and really good most productive hours of the day. You have to use communication skills to work. The your time wisely when the interruptions are at a minimum. most productive people in this ❚❚ Allocating time. You have to allocate blocks of business are good at it.” time to your most important activities. Dedicating ❚ these blocks where you shut the door and don’t do ❚ Working off a “do” list. There is nothing that can anything else is a tactic productive people often use. take the place of a simple list of tasks to accomplish Those blocks are used for matters such as making that you can check off when done. I keep mine in client calls to find more work, or spending time “notes” in my phone. Those who get a lot done use a mentoring your successor. Creating these blocks “do” list as one of several tools in their “productivity of time for critical activities is one way to be sure toolboxes.” It may sound old-fashioned to use one the distractions of the day don’t pull you too far off but they work. course. See MARK ZWEIG, page 4

THE ZWEIG LETTER January 6, 2020, ISSUE 1326 4 BUSINESS NEWS PREFABRICATED HOME DESIGN AND INTERIOR demand for luxury prefabricated homes. In to grow our services in the city, while offering DESIGN NOW OFFERED AS A ONE-STOP SOLUTION addition, Stillwater Dwellings has been a key greater convenience to our existing downtown Stillwater Dwellings, Inc., a modern, player in helping wildfire ravaged communities clients,” added Kolkas. “It’s an exciting time for prefabricated architectural firm based in in California to rebuild their homes. our firm and our clients in Canada.” Seattle, has added a full-suite interior design WARE MALCOMB ANNOUNCES EXPANSION IN service to their home design process. This Specializing in architecture, planning, interior CANADA Ware Malcomb, an award-winning now allows clients to design their home design, branding and civil engineering design international design firm, announced the from exterior to interior under one umbrella. for commercial real estate and corporate firm has opened a second office in Canada Developing both the architecture and design clients, Ware Malcomb has completed over located at 250 University Avenue, Suite 235 in simultaneously allows for a complete design 700 projects in the greater Toronto area and downtown Toronto. Ware Malcomb’s Vaughan solution up-front that complements the client’s beyond. The firm currently has active projects office will continue to operate at 180 Bass Pro taste and fits within the framework of the in five other provinces across Canada. Stillwater Dwellings architecture. Mills Drive #103. Select high-profile projects in Canada Ware Malcomb first entered the Canadian “Providing interior design services allow our designed by Ware Malcomb in recent years market in 2007 through an acquisition. clients to participate in the look and feel of include: architectural design services for Ware Malcomb Principal Frank Di Roma has their interior from day one, with the assurance four new Class A office buildings in the that a design professional is guiding them successfully led the growth and diversification of the firm’s business in Canada since 2010, and Mississauga Gateway Centre business park throughout the process. The comfort of totaling approximately 400,000 square feet in knowing what to expect and how their home will continue in this role overseeing both offices. Mississauga, Ontario; interior architecture and will look leaves nothing but excitement for the In addition, Christina Kolkas, Ware Malcomb design services for a 46,000 square foot office finished product,” said Mia Hannom, manager, Director, Interior Architecture & Design, will be for Wells Fargo in downtown Toronto; and the Stillwater Dwellings Interior Design leading the growth, development, operations and studio management of the new Toronto renovation of the historic Paradise Theatre in With every Stillwater Dwellings signed contract, office, as well as continue to lead the Vaughan downtown Toronto. there will be eight hours of complementary Interiors Studio. interior design consultation after which clients Established in 1972, Ware Malcomb provides may choose the scope of service with which “We are very excited to expand Ware planning, architecture, interior design, they would like to continue. Malcomb’s presence in the Canadian market branding, civil engineering and building and take advantage of the many synergies and measurement services to commercial real Stillwater Dwellings was founded in 2008 and opportunities that will come with having offices has since established itself as a premier brand estate and corporate clients. With office in both Toronto and Vaughan,” said Di Roma. in the luxury prefabricated home industry. locations throughout the U.S., Canada, “I know Christina will do a great job of leading Based in Seattle, Co-CEOs, Kaveh Khatibloo Mexico and Panama, the firm specializes in our new office and expanding our reach in the and John Morgan have built a talented team the design of commercial office, corporate, vibrant downtown Toronto.” of architects, project managers and design industrial, science and technology, healthcare, professionals that has enabled Stillwater “The opening of a second Ware Malcomb office retail, auto, public/educational facilities and Dwellings to stay ahead of the growing in downtown Toronto will enhance our ability renovation projects.

MARK ZWEIG, from page 3 ❚❚ Saying “no.” You will never be able to accomplish your priorities if you say “yes” to everyone who wants you to do ❚ ❚ Setting priorities. It’s one thing to block out your time and something. Knowing it’s OK to say “no” sometimes and when have a “do” list, but it’s another to constantly remind yourself you can do it is something that the most productive people in of your greatest priorities so those get the time and attention this business really understand and practice on a daily basis. they deserve. The most productive people know that they ❚ have to spend time on the most important things that they ❚ Delegating everything they can. I’m not going to say that you shouldn’t ever do tasks that are “beneath” your station, do each day. They may not be the easiest, or the most fun, but because at times you have to, if for no other reason than to they have to get done. This takes a lot of vigilance to make boost morale. That said, a steady diet of working below your happen. highest and best use is not a good use of your time. I have seen this way too often with owners and managers in the AEC “You can get so much more done when business. Learning to be an effective delegator has to be part you get up early. There are three hours of your productivity formula. It takes trust in other people and really good communication skills to work. The most between 5 a.m. and 8 a.m. Those might be productive people in this business are good at it. the very most productive hours of the day. ❚❚ Tuning into themselves. Knowing yourself – when you are at your sharpest, what your typical distractions are so you can You have to use your time wisely when the avoid them, what you do best and what you aren’t so good interruptions are at a minimum.” at – is essential to be the most productive person you can be. Not everyone is as introspective and tuned into themselves as they probably should be. ❚❚ Staying organized. I never bought into that notion that a messy desk says anything about how creative or how busy I could go on and build a list three times as long as this. you are. My experience is that most people who are at the top But, I, too, have to move on to my next priority task this of their fields are highly organized at home and at work. It’s morning! rare you will go into a CEO’s office that isn’t very neat – even MARK ZWEIG is Zweig Group’s chairman and founder. Contact him at those who have a ton of stuff in there. [email protected].

2020 Seminar Calendar

Learning is your competitive advantage. Zweig Group is your life-long learning provider of choice.

FEBRUARY JUNE OCTOBER 26 Elevate Your Recruiting & 11-12 The Principals Academy 14 Project Management for AEC Retention Strategy Detroit, Michigan Professionals Minneapolis, Minnesota Seattle, Washington 17-18 Leadership Skills for AEC 27 Elevate Learning Series: Professionals 21 Elevate Learning Series: The Basics of Business Seattle, Washington Creating a Championship Development Interview Team 24 Elevate Your Recruiting & Los Angeles, California Seattle, Washington Retention Strategy Denver, CO 22 Elevate Your Recruiting & MARCH Retention Strategy 25 Elevate Learning Series: Los Angeles, California 12-13 The Principals Academy The Power of Positioning Dallas, Texas Denver, CO NOVEMBER 26 Elevate Learning Series: JULY The Basics of Business 5-6 The Principals Academy Development 14 Learn The Language of Phoenix, Arizona Washington, DC Business: Financial Management 12-13 CEO Roundtable Retreat Chicago, Illinois Napa, California APRIL 23-24 The Principals Academy 19 Elevate Learning Series: 2-3 CEO Roundtable Retreat Portland, Oregon Creating a Championship Atlanta, Georgia Interview Team 30 The Power of Positioning Nashville, Tennessee 8-9 Elevating Doer-Sellers: Washington, DC Intensive 2 Day Workshop San Francisco, California AUGUST 23 Elevate Your Recruiting & 5-6 Elevating Doer-Sellers: Retention Strategy Intensive 2 Day Workshop Toronto, Canada Chicago, Illinois 30 Elevate Learning Series: 12 Project Management for AEC Communicating With Professionals Have questions? Confidence Dallas, Texas Phoenix, Arizona 20 Elevate Your Recruiting & Retention Strategy Want more information? MAY Orlando, Florida

19 Project Management for AEC 27 Elevate Learning Series: Professionals Building a Persuasive, Interested in In-House Tampa, Florida Powerful, Pursuit Strategy Training? 21 Elevate Learning Series: Vancouver, Canada Communicating With Confidence SEPTEMBER Contact: Detroit, Michigan 24 Elevate Learning Series: [email protected] 27 Learn The Language of Building a Persuasive, Business: Financial Powerful, Pursuit Strategy Management Raleigh, North Carolina Dallas, Texas 30-2 2020 ELEVATE AEC Conference ELEVATE THE INDUSTRY & Awards Gala 800.466.6275 Denver, Colorado zweiggroup.com

Go to shop.zweiggroup.com/collections/seminars to register.

Zweig Group is an approved provider by the American Institute of Architects, SMPS, and ACEC.

THE ZWEIG LETTER January 6, 2020, ISSUE 1326 6 PROFILE

Chad Coldiron, director, executive search, and wife Hillary at the 2019 Elevate AEC Conference in Las Vegas. Finding needles in the haystack As Zweig Group’s director of executive search, Chad Coldiron’s passion is connecting top talent with AEC firms.

By RICHARD MASSEY Managing Editor

e can throw a curveball. He can also hit one. In the role specifically helps Elevate the Industry in a couple of Hprocess of finding top talent for AEC firms, a lot can key ways: happen, and not all of it is good. Candidates get cold feet. 1) Helping firms find the needle in the haystack. This is my true They take an unannounced vacation and don’t respond passion – helping firms by bringing the best teams together. to emails and phone calls for two weeks. Or an offer Almost every AEC firm is struggling to find talent on all sheet dies on the vine. But for a guy with a background in levels. We have worked with firms to find and attract entry- insurance, and a proven history of handling emergencies, level positions all the way to working with a board of directors it’s all in a day’s work. through the transition from one CEO to the next. Elevating SEVEN QUESTIONS WITH CHAD COLDIRON. women in the industry has been a real pleasure as well. The numbers don’t lie; they are an underpaid and often under The Zweig Letter: In your role at Zweig Group, how do appreciated demographic in the AEC industry and we are you Elevate the Industry? often in a position to change those circumstances.

Chad Coldiron: First things first. You have to show up 2) Working in the executive search arena allows me to ready to work every day in the AEC industry, and in life participate in bringing different networks together. Zweig Group offers so many different services, it’s easy to identify in general. If you don’t, someone else will and the ball will where we might be able to provide guidance or supply helpful roll on without you. The AEC industry is a machine that data points outside of executive search. churns 24/7 and demands a lot out of anyone who wants to experience a good level of success in their careers. My 3) Adding diversity to the industry. The Zweig Group2019

THE ZWEIG LETTER January 6, 2020, ISSUE 1326 7 Principals, Partners, & Owners Survey only 32 percent of firms reported having of AEC Firms has some pretty shocking a recruiting/HR budget. Firms have not stats on the lack of diversity across its made a significant increase in recruiting/ leadership ranks. Ninety percent of HR spending over the last five years, principals are white, 83 percent are male, some of which can be explained by and only 58 percent of male principals feel the increase in the smart use of social there is a problem with a lack of diversity amongst principals in the industry. media to develop brand recognition and Seventy percent of our executive search relationships with potential candidates. hires in the last two years have been Why are firms not spending more to solve women, and I am proud of that. their No. 1 reported issue with the lack of available talent in the marketplace?

“Almost every AEC firm is TZL: Your job demands that you fly across the country to meet potential struggling to find talent on all SPOUSE AND FAMILY: Married my clients for a proposal, or to meet a new levels. We have worked with client for a kickoff meeting. What is beautiful best friend in May of last your go-to icebreaker when engaging a year! firms to find and attract entry- client face-to-face for the first time? level positions all the way FOOD/DRINK: If you know me well, CC: Our airport in Northwest Arkansas you know I’m a slice of pizza and to working with a board of often has me catching some odd- beer type of guy. directors through the transition hour flights, so I normally arrive the evening before our meeting and depart MOVIE: It’s tough to choose just immediately after we wrap things up the from one CEO to the next.” one but I am a big-time movie next day. Arriving the evening before TZL:You wear several hats at Zweig always gives me a chance to meet up with buff. My father worked for an Group. How do you switch from one the client for a casual dinner or drink on international electronics company role to the other during the day, neutral turf. If I can’t connect with the growing up so we always had through the week, and throughout the client during that first evening, I usually some of the latest and greatest year? spend it exploring some of the areas surrounding the office and gathering in-home entertainment in our CC: Wearing multiple hats at work is some ice-breaker type talking points. living room. Do you remember certainly not preferred for everyone, but the ones who can get it done usually have “You have to show up ready LaserDisc? We have a huge the personality to match. I really want collection! to show up to work every day and help to work every day in the AEC people no matter what they need. It’s industry, and in life in general. BOOK: I have the pleasure of tough to balance some of the external meeting with well-read and client needs with internal demands, but If you don’t, someone else will thoughtful professionals in that is where being on a great team comes into play. and the ball will roll on without executive search and I always try to ask what they are reading. TZL: As Zweig Group’s director of you.” executive search, you are chest deep in Someone recently recommended TZL: Before coming to Zweig Group, the talent wars. Good people are hard taking in as much Emerson one you worked in insurance. How does that to find. In the event of an economic experience inform your current role as can so I have been glued to his downturn, and a subsequent easing in director of executive search? complete works for a few weeks. the labor market, what would be the opportunity for AEC firms? CC: My previous role in the insurance TRAVEL: Wish I could do more of CC: The opportunity is going to be industry had me ready for literally it! I recently visited Milwaukee and anything at all hours of the day. Claims, tremendous for the firms that are have put it back on my list of cities ready for a downtown. Firms will crashes, leaks, thefts, fires, and financial to explore. start to see their biggest need – mid- issues – you name it and I worked with level, professionally licensed project someone through it. I’ve found that PET: Oliver is my No. 1 dude, managers – start to become available executive search demands carrying but we also have a cat named again. Firms of all sizes will begin to a very similar mindset. It could be a enter an increasingly attractive M&A candidate having a change of heart in the Garfield. Not surprisingly, he’s a market, which will often produce large last hour or a client disappearing from huge a#@hole. talent fallout. However, firms cannot communication altogether while they are be successful if they do not begin to on vacation for two weeks. You have to HOBBY: Just living life as it comes invest more time and effort into their be ready to react to anything and not get at me! recruiting, retention, and marketing thrown off your game. efforts. According to Zweig Group’s2019 Chad Coldiron can be reached at Policies, Procedures, & Benefits Survey, See FINDING NEEDLES IN THE HAYSTACK, page 8 [email protected].

© Copyright 2020. Zweig Group. THE ZWEIG LETTER January 6, 2020, ISSUE 1326 All rights reserved. 8 BUSINESS NEWS OSTERIA LUMACA, THE NEWEST RESTAURANT BY Lumaca’s menu celebrates DeLucie’s Mussels with Calabrian chili and caper CHEF AND RESTAURATEUR JOHN DELUCIE, OPENS Southern Italian roots, offering dishes specific aioli, as well as unique cocktails and Italian IN THE HGU NEW YORK HOTEL Osteria Lumaca, to the region of Puglia. wines. Chef and Restaurateur John DeLucie’s newest Lumaca is one of DeLucie’s most intimate venture, has officially opened its doors. The Lumaca Lounge is the ideal destination restaurant ventures yet, seating just 60 guests. for hotel guests and city dwellers to enjoy Designed by architect Peter Guzy of Asfour Located in HGU New York Hotel, a luxury cocktails, bites, and sit back and enjoy the boutique hotel in Manhattan’s NoMad Guzy Architects, plush banquettes provide nightly featured spinning DJ. neighborhood, Lumaca is a seafood-driven, a cozy vantage point for guests to enjoy the coastal Italian restaurant. Deriving its name stunning original 1905 beaux arts plasterwork Lumaca is located within the HGU New York from the Italian word for “snail,” Lumaca on the ceiling, marble-clad bar with custom Hotel, at 34 E 32nd Street, New York NY embraces the Italian way of enjoying a glass and steel shelving. 10016. meal by taking it slow and savoring the Gallery 151 has curated a custom art collection Asfour Guzy Architects is a New York design experience. that adds to the restaurant’s special ambiance. office founded in 1988 by partners Edward Lumaca boasts exclusive framed photography The highly anticipated Lumaca is one of three Asfour and Peter Guzy. For the past two installments in DeLucie’s full culinary vision from storied American photographer, Anton decades Asfour Guzy has completed projects for the hotel, which also includes the HGU Perich. of diverse scales and programs throughout the Rooftop Bar and The Lumaca Lounge. The Lumaca Lounge also features United States and Europe. “I’m thrilled to be working with my friends at photographic works by Sebastian Piras, Ralph HGU New York in opening Lumaca,” says Gibson, Lee Jaffe, Anna Friemoth’s “Words for Asfour Guzy provides comprehensive DeLucie, formerly of The Lion and Waverly Women” series, Robert Weingarten, Marcia architectural and interior design services Inn, and most recently, Bedford & Co, Empire Reznick and a selection of four paintings from for a distinct clientele including residential, Diner, and Anslie in Brooklyn, New York. the “Girlfriends of the Rolling Stones” series by restaurant, commercial and institutional “Lumaca is an ode to my southern Italian Liz Markus. projects. Through disciplined design and heritage and I’m stoked to bring a taste Driving the bar program at Lumaca is Beverage exceptional client service, Asfour Guzy of true Southern Italy to such a beautiful Director, Anthony Henriquez. Lumaca Architects affirms their commitment to the setting.” features a heavily influenced Italian wine list, success of each project. and creative cocktails using fresh, seasonal “The opening of Osteria Lumaca underscores In addition to Osteria Lumaca, Asfour Guzy ingredients. HGU New York’s commitment to providing Architects’ outstanding restaurant projects unrivaled hospitality and culinary experiences The Lumaca Lounge is the new two-part include a. kitchen in Philadelphia, Pennsylvania, to our guests,” said Michael Namer, CEO cocktail bar and lounge located within Avondale Restaurant in Avon, Colorado, Blue and founder of Alfa Development, HGU New HGU New York Hotel, with the bar section Hill in New York, New York, Spitzer’s Corner York’s owner. “Chef DeLucie’s sophisticated seating 20 guests and the lounge seating 30 and personal approach to coastal Italian guests. Operated in tandem with Lumaca in New York, New York, Sullivan Street Bakery food perfectly complements HGU New York’s the restaurant, The Lumaca Lounge will offer in New York, New York, and Blue Hill at Stone celebration of New York culture, history, and light bites pulled from Lumaca’s main dining Barns in Pocantico Hills, New York, which heritage in a creative and contemporary room menu, like Arancini with mascarpone, was a 2005 James Beard Award Nominee for setting.” parmigiano reggiano and aioli, and Fried Outstanding Restaurant Design.

FINDING NEEDLES IN THE HAYSTACK, from page 7 “Ninety percent of principals are white, 83 TZL: Trust is crucial. How do you earn the trust of your percent are male, and only 58 percent of clients? male principals feel there is a problem with CC: Setting clear expectations on a weekly basis with every client is crucial when establishing trust – whether it was a a lack of diversity amongst principals in the very productive week or if you didn’t talk to any candidates industry. Seventy percent of our executive at all. Keeping your client up to date on how you are going to help them accomplish their goal is all it takes in most search hires in the last two years have cases. We also visit with each client face-to-face at the been women, and I am proud of that.” beginning of our engagements. This is a crucial part to gaining the trust of qualified candidates as they can see the lessons, but also set me up for success in whatever I aim investment the client is willing to make to ensure success. to do. It may have been learning that arriving five minutes Finding and bringing on rock stars at their firms really early is 10 minutes late from my little league coach (thanks helps, too! dad), or the fact that you should be running every single on-field scenario in your head between each pitch. As TZL: You were a standout athlete and pitcher for the a pitcher, you generally have a lot to think about one University of Arkansas baseball team, a perennial SEC moment and then close yourself off for complete tunnel powerhouse. How did your experience playing top-tier vision the next. If you have seen Kevin Costner in For Love ball, and the work it took to reach that level, shape your of the Game you’ll know exactly the type of tunnel vision life and your work? I’m talking about. Those experiences also helped me look at any challenge and think, “I can handle that, it’s only some CC: My experiences in sports provided me with some hard hard work.”

The big picture A constant focus on your firm’s brand is essential. If you let it slide, you’ll send mixed, confusing messages.

he brand elements that have been created for your company are such an important Tpart of your brand’s identity. Think about it. Everyone has the same features on their face – a mouth, nose, eyes, and ears – yet every person looks different. Brand elements can be the same for each company: a logo, color palette, marketing materials, graphics, websites – all tangible elements that create the identity. What makes them Pam stand apart is what makes all of us unique as individuals, the way the elements are Wood designed and presented. So why focus on these elements? To help your company’s brand put their best “face” forward.

So often the logo is the only element that surfaces ❚❚ Communication is key for making sure the elements when talking about brand identity, but that is are being used properly. Create a digital brand book, just one of many brand elements that consumers or a brand guide communicating the appropriate use see that identify who you are. As designers it is of all of your brand elements. Be specific if you have up to us to make sure we completely understand ways in which your logo, graphics, or color palette all elements and know how to properly utilize must be used. them in order to ensure brand consistency and ❚❚ Show examples of marketing materials that strength, and to maintain brand awareness. If demonstrate your elements in use. Everyone enjoys you lose focus, the ways in which these elements looking at good visuals and seeing examples of your are used will start to decline and create confusion brand identity in action. surrounding your company’s brand identity. ❚❚ Don’t be afraid to speak up if you notice a brand The question then arises, how do we maintain element isn’t being used properly or to its full focus on these elements? See PAM WOOD, page 10

THE ZWEIG LETTER January 6, 2020, ISSUE 1326 10 BUSINESS NEWS STV SIGNS DEFINITIVE AGREEMENT WITH THE “We are very excited to partner with the STV stand, and numerous LifeBUILT programming PRITZKER ORGANIZATION TO RECAPITALIZE team. For more than 100 years, STV has touches that are a highlight and crucial STV AND POSITION THE COMPANY FOR FUTURE built a tremendous team and track-record of element of their multi-sensory memory care GROWTH STV Group, Inc., and The Pritzker successfully executing on complex projects programming. Organization, L.L.C. announced that the with the highest-quality customers. From its As the Magnolia House reached occupancy Tom Pritzker Family Business Interests leadership, to its people, to its projects, STV this year, the team at Market Street Palm advised by TPO have agreed to recapitalize is exactly the type of company we seek to Coast celebrated the newly opened Blossom the ownership of STV. STV is a leading support and we look forward to partnering House and the opportunity to serve even more engineering, architectural, program and with the STV team for many years to seniors living with Alzheimer’s and dementia- construction management, planning, and come.” related illnesses in their growing community. environmental professional services firm, with The recapitalization transaction has been corporate headquarters in New York, New “From the day we opened our doors here at unanimously approved by STV’s board of York, and Douglassville, Pennsylvania. Under Market Street Palm Coast, the surrounding directors and ESOP Trustee, Greatbanc Trust the terms of the agreement, TPO will purchase community has overwhelmed us with support shares in STV owned by the company’s ESOP Company. Houlihan Lokey Capital, Inc. is and outstanding partnerships,” says Christine and partner with current management to acting as financial advisor to STV. McGrath, community relations director at leverage STV’s existing strength to drive future Founded more than 100 years ago, STV is a Market Street Palm Coast. “We are blessed growth. leader in providing architectural, engineering, to serve the seniors and families of Palm “This transaction marks an exciting step in planning, environmental, and construction Coast and thrilled to open our Blossom STV’s evolution and supports our vision of management services for transportation House neighborhood to welcome even more investing to drive growth for the future,” said systems, infrastructure, buildings, energy, and residents to our Market Street family.” Dominick Servedio, P.E., executive chairman other facilities. The firm has offices throughout Architected by LifeBUILT Architecture, Palm of STV. “In TPO, we have found not only an the U.S. and in Canada. Coast features an inviting and purposeful investor but a true partner that shares our MARKET STREET MEMORY CARE RESIDENCE design, including spacious accommodations, values, respects our culture, and is committed PALM COAST WELCOMES RESIDENTS TO THEIR abundant natural lighting, internal courtyards to supporting STV’s future growth for the NEWLY OPENED ‘BLOSSOM HOUSE’ Market with lush gardens, circular walkways, and benefit of our company, our clients, and our Street Memory Care Residence Palm Coast visual cueing. The 64-unit memory care employees.” celebrated their grand opening one year ago, community offers world class care, multi- “Partnering with TPO will enable us to bring welcoming founding residents and family sensory programming, diverse culinary together the resources of STV and TPO members to the newly constructed senior experiences, and unparalleled associate for the benefit of our customers and our living community. training honoring seniors with Alzheimer’s and employees,” said Milo Riverso, president and Market Street Memory Care Residence dementia. CEO of STV. “Following the transaction, STV is a state-of-the-art memory care “We are here to save lives, change family will continue to provide quality services to community offering two similar and adjacent dynamics, and lead a culture of love, empathy, our diverse client base. The recapitalization accommodations: Magnolia House and and passion,” says Amy Jacob, executive will not affect the structure of the company’s Blossom House. These two ‘neighborhoods’ director of Palm Coast. “With our continued current management team nor the way it are joined by Watercrest’s uniquely designed growth and passionate team of associates, operates.” Market Plaza, an active, ‘outdoor’ streetscape we have the ability to truly make a difference Tom Pritzker, chairman and CEO of TPO said, with salon and spa, bakery, post office, news for the seniors we serve.”

PAM WOOD, from page 9 “If you take a moment to step back and potential. Sometimes people are unaware they’ve used truly understand the value of the work you something incorrectly. As designers we’re here to explain why we don’t use the elements in the way they were presented, do by using your firm’s brand elements and to help come up with a creative solution that uses the elements properly to fit the scope of the project. correctly you’ll see the impact it has on ❚❚ Schedule periodic meetings with your design team to discuss your firms brand image. Remind yourself your brand elements. Talk about what’s working and what and others to look at the big picture.” isn’t working. Discuss ways in which you can continue to maintain focus surrounding the brand. This is also a good importance of these brand elements, fully understand the opportunity to brainstorm any changes that should be value they added, and implement a strategy that supported considered, and how to properly implement the changes. the brand identity.

Very early on in my career, I was fortunate enough to be In this ever-changing, fast-paced environment, it is so easy part of a team that did an analysis for a company’s brand to lose focus as you try to keep up with the demands of the elements. When discussions started, we knew we didn’t day-to-day. However, if you take a moment to step back have a clear path or a solid focus on the elements because and truly understand the value of the work you do by using so many of the materials had their own “face.” The overall your firm’s brand elements correctly you’ll see the impact consensus was that all these pieces of collateral, when it has on your firms brand image. Remind yourself and laid side-by-side, looked like they came from multiple others to look at the big picture. companies, not one company. How confusing – and what an eye-opener! Upon wrapping up the analysis we PAM WOOD is the graphic design manager at Geosyntec Consultants. knew what we had to do. We had to shift our focus to the She can be reached at [email protected].

Shop drawing liability Good contracts can help, but timely and thorough reviews of shop drawings are, perhaps, the best defense.

hop drawings are a controversial area for design professionals. These documents, Sprepared by others, not under the architect or engineer’s supervision are, by custom and by contract, reviewed by the designer and “approved” for fabrication and for construction. Several courts have found design professionals liable for negligent shop drawing review. A discussion of this topic starts with understanding the purpose of William shop drawings. Quatman PURPOSE OF SHOP DRAWINGS. Contrary to popular (2017). When the shop drawing is returned “ap- belief, architects and engineers do not design proved” by the architect, then the contractor can each and every component of a building. Some order or fabricate that item. items are manufactured products and the design professional specifies a particular make, model, LIABILITY FOR NEGLIGENT REVIEW. Negligent review and color, and size appropriate for the project. The approval by the design professional may result in contractor is then required to submit information liability, depending on the facts and the contrac- verifying that the right product will be supplied. tual duties of the reviewing professional. In a 1983 Still other building components are custom case, specifications called for use of 10-gauge steel fabricated for the project, and the detailing is on a stair landing, but shop drawings were submit- left up to the fabricator itself. The fabricator’s ted which called for thinner, 14-gauge steel and drawings are then given to “the shop” for use in were approved by the architect. When the light- making the component – thus the name “shop gauge landing pan collapsed and injured two work- drawing.” As one court stated, “shop drawings are ers, the architect was sued and was found liable for the final word as to how the work should proceed the injuries. In a 1995 case, a worker was injured on the job, and supersede the architectural plans.” when he fell from an unguarded walkway along a shoring wall and he sued the engineer for profes- Under standard AIA contracts, the review process sional malpractice in reviewing the shop drawings. requires that the fabricator’s shop drawings are The court ruled for the engineer, however, find- first submitted to the contractor, who is to review ing that the engineer owed no duty to the worker and “approve” them. The contractor checks the for handrails or barricades of a temporary nature drawings for materials, field measurements and since those features were “primarily a safety mea- field construction criteria, and coordinates the sure rather than an inherent design requirement information in such submittals with the require- of the structure of the shoring wall.” ments of the contract documents, and sends it on to the architect. The architect’s review and approv- Where the shop drawing relates to the means al is limited to “checking for conformance with in- and methods of construction, AIA-type contract formation given and the design concept expressed language may shield the design professional from in the Contract Documents.” AIA A201 Par. 4.2.7 liability. In a 1982 case, an architect was found See WILLIAM QUATMAN, page 12

THE ZWEIG LETTER January 6, 2020, ISSUE 1326 12

WILLIAM QUATMAN, from page 11 there was a push to avoid using the word “approved” on not liable for the deaths of two workers and the injury of shop drawing stamps with the logic that if design profes- another allegedly caused by negligent approval of shop sionals avoided using the “A-word,” they might not have drawings for steel erection because, under the AIA General liability for action taken by them on submittals. However, Conditions, the contractor, not the architect, was responsi- time has shown that courts often equate a “Reviewed” ble for temporary field connections and for the means and stamp with “Approved,” regardless of the wording used methods of construction. on the stamp. In a recent 2017 Iowa case, the engineer’s stamp “Furnish as Submitted” was held equivalent to “Ap- DOES APPROVAL SANCTION A DEFECTIVE SUBMITTAL? That question proved.” In the 1984 Hyatt Skywalk case, discussed below, has been answered differently in various cases. In a 1977 the Administrative Law Judge found that, “Although the case, the specifications called for “solid wood doors” but contract documents require that shop and erection draw- the contractor supplied “particle board doors.” The court ings be submitted to the engineer of record for ‘review held that the architect’s approval of the shop drawing did and approval,’ testimony at trial indicates that engineers not sanction the use of nonconforming doors based on never use the term ‘approved’ when indicating review and contract language which defined the architect’s “approval.” approval of these drawings. This custom apparently rests Like AIA’s A201, the contract stated that the contractor upon the dubious basis that most engineers’ insurance car- was not relieved of responsibility for deviations from the riers have directed that the word ‘approve’ not be used.” contract requirements by the architect’s approval of shop That judge ruled that the engineer’s “review stamp” on drawings unless the contractor had notified the architect shop and erection drawings, “functionally indicates both of the deviation and the architect had given specific writ- review and approval.” ten approval of the deviation. Such contract language may deflect liability from the design professional. For example, NO ACTION TAKEN. A design professional’s failure to take action in a 1995 case, the court held that the engineer’s stamp, on a submittal does not necessarily mean “approval,” how- which stated that “review does not relieve the contrac- ever, as one court ruled in 1946. The contract stated that tor from complying with all requirements of the contract shop drawings submitted without being required would be documents,” meant that the contractor was liable for the returned “without action.” The court held that the subcon- failure of certain post-tensioning components, and that tractor wrongly assumed that shop drawings returned with the engineer’s approval did not waive the original contract no action were “approved.” Today, AIA’s General Condi- requirements. tions permit architects to request “informational” submittals, without the need to approve those documents. A201, DELAYS IN APPROVAL. Some of the lawsuits over shop draw- par. 3.12.4 (2017). Contractors should not assume that the ings relate to project delays due to late action on submit- absence of action on such submittals means “approval.” tals. These cases meet with mixed results. For example, in a 1977 case, a contractor sued the project architects to THE HYATT SKYWALK CASE. No single event has had such a dra- recover for increased costs due, in part, to negligent and matic effect on the construction industry as did the col- tardy approval of shop drawings. Likewise, in a 1995 case, lapse of the Hyatt skywalks in 1981, in which 114 people a subcontractor sued the project engineer for costs aris- were killed and over 200 more were injured. In the wake of ing from rejecting the sub’s initial shop drawings and in this disaster, the industry engaged in a decade-long review preparing new shop drawings, when the original drawings of the entire process of shop drawings and design delega- complied with the contract documents. In a 1989 case, an tion. The Administrative Law Judge’s 442-page opinion in architect was held liable to a contractor for delay damages this case found violations of the state licensing laws suffi- arising, in part, from the architect’s negligent interpre- cient to permanently revoke the licenses of two engineers. tation of contract documents and its responses to shop The engineers appealed and lost, with the Missouri Court drawings. However, in a 1988 case, an engineer was found of Appeals ruling that the reviewing engineer was aware of immune from the contractor’s suit for delayed approval a design change made by the steel fabricator, as reflected of shop drawings based on a contract clause that said the on the shop drawings, but that engineer did not review the engineer owed no duty to the contractor. Since delayed redesigned connection for structural integrity, a willful act reviews can hold up fabrication and cause schedule delays, with wrongful intention, constituting “gross negligence.” design professionals need to track their response time. The As a direct result of the Hyatt skywalk disaster, and nation- AIA publishes a form to track review of shop drawings and al attention on the shop drawing review process, the 1987 other submittals. AIA G712 (1972). edition of the AIA General Conditions added four new disclaimers of what the architect’s approval “is not.” The In states that have adopted the “economic loss doctrine,” 1997 edition carried forward the expanded language, with pure delay claims caused by negligent review of shop draw- an added section related to design-build components and ings cannot be made by a contractor or subcontractor more protection for the architect. AIA A201, par. 3.12.10.1 against a design firm with whom they have no contract. In (2017); See also, B101, par. 3.6.4.3 (2017). a 1989 case, a contractor that had no direct contract with the engineering firm was barred from suing for delay dam- CONCLUSION. While there have not been any major lawsuits in ages for negligent review of shop drawings under that doc- recent years over shop drawings, the topic remains one of trine. Also, a “no-damages-for-delay” clause in a construc- potential liability for design professionals. Good contracts tion contract was found to bar claims related to late shop can help, but timely and thorough reviews of shop draw- drawing reviews in a 2010 case. ings are, perhaps, the best defense.

SHOP DRAWING STAMPS. There is a wide variety of wording used WILLIAM QUATMAN, FAIA, Esq., is general counsel and senior vice president at Burns & McDonnell Engineering Co. He can be reached at on shop drawing stamps. Especially during the mid-1980s, [email protected].