Forum Calls

July 16, 2020 Forum Call:
Contractors are back at work at most sites around the US. Partner has been researching issues and compiling information for our construction monitoring projects to identify issues and trends. Please join us for a summary of Partner’s experiences and research, followed by an open forum to share experiences, concerns and solutions with your peers.

Industry Update/Open Forum
Thursday, July 16, 2020
11:00 AM – 12:00 PM PDT
Click here to register for the call.
Information for the call will be sent by email after you register.

 

June 3, 2020 Forum Call: 
Forum call included an economic update by Ken Simonson, Chief Economist for AGC, followed by discussion of unique complications that arise as contractors return to work, along with ideas to get things back on track.

  • Missed schedules
  • Shutdown costs
  • Reduced efficiency
  • Source of funds
  • Aggressive invoicing
  • Cash flow
  • Diversion of funds

Listen to the call here.

April 9, 2020 Forum Call:
CLRM hosted a Forum on COVID-19 Construction Impacts attended by over 30 institutional investment managers. A summary of the discussion is here. To view the slide deck from the presentation, click here.

April 2, 2020 Forum Call:
The April Conference Call, Lisa Glahn and Jeff Bease talked about legal concerns related to construction shutdowns. Lisa is vice chair of construction and Jeff is the chair of construction at Foley and Lardner.

Coronavirus – Legal Issues for Construction – Click here to watch call recording.

Foley has created this web site that provide good information regarding regulatory orders impacting construction.  Or go straight to their Construction Shutdown Tracker.

Please feel free to pass this invitation along. Anyone with the above link will be able to register for the call.

Also:
Let us know what you’re seeing! – If you can provide a few bullets about what you’re seeing, we’ll compile and publish responses weekly.

Links to some other useful sites:

February 12, 2020 Forum Call – 
Our first call of 2020 is scheduled for February 12 at 11:00 AM, Pacific Time. This month, Dianne Crocker, Economist for Lightbox, will provide a briefing on market fundamentals, factors affecting economic performance, and the outlook for 2020. To register, please click the following link: Click here to register for the call.
Information for the call will be sent by email after you register.

September 18, 2019 – Anatomy of an Exam – What to Expect During a Federal Bank Exam
Even if you’re not regulated by OCC, FDIC, etc. it’s helpful to understand what’s important during a regulatory exam. Paul Groot, OCC National Bank Examiner, will share the ins and outs of the exam process, how examiners prepare for the examine what they look for, and how you can help assure a smooth process.  Paul’s discussion will include:

  • Key risk themes
  • (Exam) Strategy development
  • Initiation of the exam
  • On-site activities
  • Assessment of Credit Underwriting
  • Review and Analysis
  • Wrap up, and
  • Additional levels of review

July 10, 2019 – ConsensusDocs – An alternative to AIA Construction Contracts Guest Speaker Brian Perlberg is the Executive Director of ConsensusDocs and Senior Counsel for Associated General Contractors of America.

June 26, 2019  Forum Call Slide Deck: CLRM June 2019, Disbursement Requests

May 28, 2019 Forum Call – Wetlands
Guest Speaker: Katie Morgan discussed how the presence of wetlands can increase development costs and limit where improvements can be located on a site; and destruction of wetlands can result in Federal fines and mitigation requirements that can be crippling to construction projects.

April 24, 2019 Forum Call – Poll Results!
This month we’ll review the results of the 2019 Senior Construction Risk Manager poll, as well as results from live polling at last month’s Annual conference. Join us to talk about trends in deal quality, costs, policy exceptions and more!

February 21, 2019 Forum Call – Disbursements of Stored Materials
Angela McDonnell and Ali Shaal will joined us to talk about a method of handling requests for reimbursement of stored materials.

January 24, 2019 Forum Call Slide Deck: Economic Update January 2019
Dianne Crocker, Economist for Environmental Data Resources, will join us for an update on the 2019 economic outlook. Dianne is a well-known speaker specializing in the commercial real estate market, and is widely published in a variety of leading real estate publications.
CLRM 2019 01 Crocker – TR_02 Construction Module January 2019
CLRM 2019 01 Crocker – PWC -emerging-trends-in-real-estate-2019

October 19, 2018 Construction Disbursements; Draft White Paper – Download Here

September 20, 2018 Forum Call Slide DeckDownload Here
Emerging Red Flags in CRE Property Condition Assessments: Presented by Joe Derhake, CEO of Partner Engineering and Science, Inc.

August 22, 2018 Forum Call:
Continue working toward guidance on the disbursement process. Session will focus on:

  • Borrower’s request
  • Contractors request
  • Types of action required
  • Approval criteria

July 25, 2018 Forum Call Slide DeckDownload Here

Call focused on working toward guidance on the disbursement process, with this session focusing on:

  • Required Documentation
  • Things to be Verified before Disbursement
  • Contents of the Borrower’s Application for Payment
  • Criteria for Approval of Disbursements

June 13, 2018 Forum Call Economic Update:  Dianne Crocker, Principal Economist for EDR Insight, will provide a briefing on fundamentals of the commercial real estate market, factors affecting economic performance, the impact of tariffs, and more. Dianne is a well-known speaker specializing in the commercial real estate market, and is widely published in a variety of leading real estate publications.

January 2018 Forum CallConstruction Outlook Automating Construction Disbursements 

October 18, 2017 Forum Call: Identifying and Modifying Key Provisions in Construction Contracts Speaker: Lisa F. Glahn, Foley & Lardner, LLP

September 13, 2017 Forum Call: Managing Risks from Hurricane Harvey (and others)

May 4, 2017 Forum Call: Feedback OCC Exam Guidance – Commercial Credit Risk Policy Office of the Comptroller of the Currency

October 19, 2016 Forum Call: Evaluating Construction Draws Initial Review

September 21, 2016 Forum Call: Interpreting ALTA Surveys

November 19, 2015 Forum Call: Construction Progress Monitoring

October 14, 2015 Forum Call: Insurable Replacement Costs