martin gregory - capability statement 2013

Capability Statement Martin Gregory �

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Capability Statement �

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Contents

Contents Contents ............................................................................................................................................................................... 1

1. Profile ........................................................................................................................................................................... 2

1.1 Overview .............................................................................................................................................................. 2

1.2 Working Principles ............................................................................................................................................... 2

2. Detailed Expertise and Services ................................................................................................................................... 3

Design Reviews ............................................................................................................................................................ 3

Operational Strategies ................................................................................................................................................. 3

Financial Modelling ...................................................................................................................................................... 3

Service Specifications ................................................................................................................................................... 3

Service Performance Requirements ............................................................................................................................ 3

FM Procurement – Strategy and Process ..................................................................................................................... 4

Strata Consultancy ....................................................................................................................................................... 4

Governance & Management ........................................................................................................................................ 4

Legal & Disclosure Documents ..................................................................................................................................... 4

Sub‐Division & Titling ................................................................................................................................................... 4

Establishment of Owners Associations ........................................................................................................................ 4

3. Summary Bio ................................................................................................................................................................ 5

Martin Gregory ............................................................................................................................................................ 5

Managing Director ....................................................................................................................................................... 5

4. Current Projects ........................................................................................................................................................... 6

4.1 Water Front City, Beirut, Lebanon ....................................................................................................................... 6

4.2 Khams Shamat, Damascus, Syria .......................................................................................................................... 6

4.3 Saadiyat Island, Abu Dhabi, UAE ........................................................................... Error! Bookmark not defined.

5. Consultant Experience & Capabilities .......................................................................................................................... 7�

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1. Profile 1.1 Overview

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Martin is a Specialist in Facilities Management Strategy with unique City and Urban consultancy experience and skills in providing bespoke integrated solutions to major developers and developments across the MENA region.

Martin provides and manages consultancy services on all types of project sizes and functions, including:

• Single, mixed‐use, city‐wide and infrastructure developments • Commercial, residential, retail, leisure, health and education projects • Transit systems

He also provides and manages a range of City & Asset Facilities Management consultancy services at all project development stages, including:

• Business Case • Master Planning • Design Development Stages – concept, schematic and detail design • Construction • Operational –Procurement, mobilization and ‘steady state’, renewal, replacement and

refurbishment

1.2 Working Principles

Martin believes in taking a ‘Whole Life’ approach to build assets consultancy, providing services throughout the asset lifecycle to achieve project value, balancing Service Quality and Cost while maintaining Stakeholder objectives

Feasibility & Business Case

Planning

Design

Construct

Commission

Operate & Maintain

Repair Replace Renew

Decommission

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2. Detailed Expertise and Services Martin’s depth of experience and knowledge enables him to provide a comprehensive whole life range of FM consultancy services.

Design Reviews Design reviews to improve the operability and maintainability of developments with the goal of:

• improving the user experience • enhancing service delivery • protecting the asset • aligning with sustainability objectives, and • reducing future operation and maintenance costs

Through practical design reviews at all stages with the design cycle, liaising with the Client and the design teams to achieve optimum service quality and cost for the operational life of the project

Reviews are based on operational experience and technical ability. Implementation of recommendations can greatly enhance the quality of long term service delivery achieving significant Opex and Capex savings.

Operational Strategies Understanding the Clients FM requirements is the first step in determining the most appropriate operational strategy.

Defining and identifying the stakeholders and their expectations and objectives is essential. Only after this is understood can you develop the FM delivery framework to align with these requirements. A key tool used in our assessment method is the SWOT (Strengths – Weaknesses – Opportunities – Threats) analysis, to identify and address issues, and mitigate risks. This will lead to clearly identified service level expectations and requirements that meet the objectives of the project, and the expectations of the end users. The implementation of operational strategies bridges the gap between design and end user satisfaction.

Strategic areas such as cleaning, waste management, MEP maintenance, sustainability, health & safety, and security are reviewed and developed into an integrated strategy. Martin has significant experience and expertise delivering Operational Strategies for City Wide developments and complex multi‐use plot developments

Financial Modelling The development of accurate and detailed financial models is crucial to the feasibility, long term viability and success of any project. Our whole life consultancy approach fits ideally with this service.

Martin is a market leader in the creation, develop and provision of tailored financial models including:

• Project & development feasibility modelling • Community Fee Cost Models • Service Charge Cost Models • Lifecycle and asset replacement modelling • FM resource staffing

His bespoke models are developed in‐house to individual Clients requirements on a project by project basis.

They contain scenario options to allow informed strategic decisions to be modelled and tested, from the earliest stages, when the opportunities for value enhancement are greatest, and throughout the development process. The result of models that Martin creates typically changes Client thinking and strategy and consequently dramatically reduces the Clients exposure to costs.

One recent model for a Client in Abu Dhabi reduced the Clients exposure to operating costs by over US$ 100 million over and eight year period.

Service Specifications The key to effective service delivery is identified and formalized service requirements.

In working in conjunction with the Client team, to identify service level expectations and requirements and from these develop service specifications, detailing the service requirements. The requirements are service specific, and typically include management services, ‘Hard’ FM services (e.g. maintenance), and ‘Soft’ FM services (e.g. cleaning, security, waste management, health & safety).

Operational specifications will include;

• A detailed description of the required services and stakeholder expectation levels • Service implementation requirements • Management and reporting

Service Performance Requirements Coupled with the service specifications, a key component of any service requirement are the service performance requirements. These are developed as:

• Service Level Agreements (SLAs) – the level of service required and • Key Performance Indicators (KPIs) – how the level of service is measured

Together with the service performance requirements of SLAs and KPIs, a service performance mechanism id developed. The service performance mechanism allows the Client to link service performance to contractual payments, both as deductions and incentives for service delivery above or below the requirements.

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FM Procurement – Strategy and Process The goal is to ensure the Client receives the best value services from the most appropriate provider, to meet your needs.

Dependent on the operational stage, Martin can provide a complete FM procurement service, comprising:

• Market analysis – appropriate service providers • Pre‐qualification – documentation, process management and evaluation • Tender process

o Documentation suite – Request for Proposal (RFP) or Invitation to Tender (ITT), specifications, Form of Contract, pricing proformas

o Tender process management o Bidder site visits o Q&A process o Bidder presentation management o Tender evaluation and recommendation – including formalised evaluation criteria and

scoring mechanisms o Bidder negotiation

Transition Modelling and Implementation

The importance of successful transition and operational readiness cannot be over stated. Efficient mobilisation of service providers is crucial for effective delivery from Day One.

Martin has managed and delivered multiple activities and programming requirements to ensure the successful mobilisation of FM resources and processes in preparation for seamless service delivery.

By calling on a wide depth and breadth of experience to act as the Client’s representatives providing the link between the construction and operational phases.

Service Procedures

Martin has managed and delivered a wide range of service documentation including:

• Maintenance procedures • Operation & Maintenance (O&M) templates • Condition survey documentation

Strata Consultancy Through working with RERA and Strata consultants, Martin has developed a complete and comprehensive property and facility management related understanding of the following (this would be in support of a Legal or Survey Consultant for certain aspects):

Governance & Management • Governance strategy reviews • Community management structures, roles & functions • Phasing plans

Legal & Disclosure Document Reviews • Community rules, Codes, Declarations and Management Statements • Sale and Purchase Agreement reviews from an operational commitment perspective

Sub‐Division & Titling • Titling & sub‐division strategies reviews • Common Area and Common Elements identification

Owners Associations • Transition strategies towards self‐management

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3. Summary Bio �

Martin Gregory

Managing Director With 24 years of experience in Property, Transport, Hotels & Resorts specialising in facilities management design, operations and costs, including;

• Over the last 12 years has consulted on facilities management and cost modelling for some of UAE’s most iconic projects, including Palm Jumeirah, Dubai Maritime City, Dubai Metro and Saadiyat & Al Maryah (formally Sowwah) Islands;

• Specialist in the development of master community operational strategies, community, service charge & operational budget cost models and operational design review;

• Previous consultant to RERA on service charge guidelines and issues; • Specialist consultant on FM Tender and Bid response preparation to some of the region’s

leading service providers in Transport and Education; • Pioneered the leading master‐community cost model, with strategic methodologies and

scenario feedback capabilities. • Specialist in Hotel & Resort operations for groups such as Peninsula, Sheraton & Hilton as a

Chief Engineer and Director of Engineering, working in the UK, China, Tanzania and the UAE.

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Over the last decade Martin has provided strategic consultancy advice on some of the regions’ most significant and iconic Master Developments and projects, such as Saadiyat Island and Palm Jumeirah. Martin has also advised Government Agencies such as Dubai’s Real Estate Regulatory Authority (RERA) on Community & Service Charge Guidelines & Regulations and the KSA Capital Market Authority on their Real Estate Management.

Project Experience: • Capital Markets Authority (CMA) Tower, Riyadh ‐ Asset, Property & Facilities Management

Strategies. • Burjeel Hospital, Abu Dhabi – Facilities Management Strategy, Service Requirement,

Specification and Performance system • Waterfront City, Lebanon ‐ Adoption strategy, operational design review, facilities

management strategy, master community & plot service charge (include reserve fund) cost modelling.

• Khams Shamat, Syria ‐ Adoption strategy, operational design review, facilities management strategy, master community & plot service charge (include reserve fund) cost modelling.

• Masdar HQ, UAE ‐ operational design review, facilities management strategy, life cycle review.

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• Dubai Metro Red & Green Lines, UAE – Design Review, Operational Strategies, Service Standards

and Operational Cost Modelling. • Palm Jumeirah, UAE – Full Scope ‐ Facilities management consultancy. • Jumeirah Lakes Towers, UAE ‐ Master community cost modelling. • Dubai Maritime City, UAE ‐ Facilities management review of Dubai Maritime City including

Platinum Yachts and Marine Infrastructure, UAE. • Saadiyat Island, UAE ‐ Island wide cost modelling, adoption strategy and precinct cost modelling

of Saadiyat Island, Operational Strategy & Cost Model for St Regis Hotel. • AL Maryah Island (formally Sowwah Island), UAE ‐ Island wide cost modelling and adoption

strategy. • Rihan Heights, UAE ‐ Facilities management strategy and service charge (include reserve fund)

cost modelling. • Bahrain Bay, Bahrain ‐ Master community service charge cost modelling. • Samara Rift, Jordan ‐ Facilities management strategy and service charge cost modelling. • Dubai Mall, UAE – Design Review, Operational Strategies, Operational Cost Modelling and FM

procurement. • Al Barari, UAE – Master Plan Design Review, Operational Strategies, Service Charge Cost

Modelling • Sorbonne University, UAE ‐ Design Review, Operational Strategy & Operational Cost Review • Zayed University, UAE – Design Review, Operational Strategy & Operational Cost Review • New York University, UAE – Operational Cost Calculation and Life Cycle Replacement cost review

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4. Current Projects 4.1 Water Front City, Beirut, Lebanon Water Front City is a master‐planned mixed‐use community located in Beirut, Lebanon, overlooking the Mediterranean Sea. A USD500m project developed by Majid Al Futtaim Properties jointly with Joseph G. Khoury et Fils Holding. This initial phase includes residential buildings with 350 apartments, 32 retail and Food & Beverage outlets, a health club, green parks, over 1,000 parking spaces and a marina front boardwalk. The future phases include a retail mall, offices and a hotel. I am providing consultancy services to the Master Community & Phase 1 of Waterfront City with the following details:

• Scope of work: o Operational Design Review o Adoption strategy o Facilities Management Strategy o Master Community Cost Model o Plot Service Charge Cost Model

4.2 Khams Shamat, Damascus, Syria The Khams Shamat is a masterplanned mixed‐use USD1 billion development that occupies a 1 million square‐meter site in the Sabboura area, 17 km west of Damascus. The development includes a mall, hotels, business districts, tourist apartments and modern civic amenities.

The site is located in an area identified by the Syrian government as the western growth corridor for Damascus, and is easily accessed directly from the Beirut/Damascus international highway.

Together with PRD I am providing consultancy services to Khams Shamat with the following details:

• Value of the joint consultancy contract: AED1M • Duration: on‐going • Scope of work:

o Master Plan Adoption Strategy o Master Plan Facilities Management Design Review o Master Community Facilities Management Strategy o Master Community Cost Modelling o Individual Plot Service Charge Cost Modelling o Feasibility & strategic Financial Modelling

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5. Consultant Experience & Capabilities �

United Arab Emirates Saadiyat Island, Abu Dhabi

• Island wide cost modelling • Management & Adoption strategy • Precinct cost modelling • Operational Strategy • Cost Model for St Regis Hotel • Cost Model for SB11 – SB18 (Villa

community) • Cost Model for SB19 – SB21 (Apartment

Communities)

Palm Jumeirah, Dubai • Master community and plots facilities

management design review • Operational strategy • Island‐wide cost model

Dubai Metro Red & Green Lines • Operational cost modelling • Design reviews • Operational Strategies

Masdar Headquarters, Abu Dhabi • Operational design reviews • Facilities management strategy • Life cycle review

Sorbonne University, Abu Dhabi • FM concept design review • High level operational Strategy • Life cycle costs review

Dubai Maritime City • Facilities management review • Master community and plots facilities

management design review • Operational strategy • Island wide cost model • Master Community and Marine

Infrastructure review • Platinum Yachts Facilities Review

Dubai Mall • Operational brief • Operational strategy • Standard operational procedures • FM tender documentation • FM tender evaluation

Burjeel Hospital • Facilities Management Strategy • Service Requirements • Service Specifications • Service Performance System

Sowwah Island, Abu Dhabi • Island wide cost modelling • Adoption strategy

Rihan Heights, Abu Dhabi • Facilities management strategy • Service charge (including reserve fund) cost

modelling

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The Palm Jumeirah Transit System, Dubai • Operational cost modelling • Design Reviews • Operational Strategies

Zayed University, Abu Dhabi • FM concept design review • High level operational Strategy • Life cycle costs review

Jumeirah Lake Towers, Dubai • Master community cost modelling

Al Barari, Dubai • Service charge (including reserve fund) cost

modelling

ADNOC Group Company HQ, Abu Dhabi • Maintenance Audit • Design review • Car park management strategy

The World Islands, Dubai • Review of legal Sales and Purchase

Agreements • Master Community Declarations ‐ FM

perspective

New York University, Abu Dhabi • Operational cost calculation

Jumeirah Village South, Dubai • Review of legal Sales and Purchase

Agreements – FM perspective • Master Community Declarations review ‐

FM perspective

Jumeirah Golf Estates & Al Salam City, Dubai • Review of legal Sales and Purchase

Agreements – FM perspective • Master Community Declarations review ‐

FM perspective

Arabian Ranches, Old Town, Discovery Gardens, Dubai

• FM tender documentation

Kingdom of Saudi ArabiaCapital Market Authority Head Quarters Tower (CMA), Riyadh

• Asset Management Strategy • Property & Facility

Management Strategy

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Bahrain Bahrain Bay, Manama

• Master community service charge cost modelling

Jordan Samara Rift Dead Sea Resort

• Facilities management strategy • Service charge cost modelling

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martin gregory - capability statement 2013

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