HUD Qualifications and Experience - Partner Engineering and ...

PARTNER 

Engineering and Science

TABLE OF CONTENTS 

1. HUD Services 

2. Relevant Experience 

3. References 

4. Resumes 

5. Partner Energy (Supplemental Information) 

Los Angeles, CA San Francisco, CA Dallas, TX New York, NY Chicago, IL Denver, CO Atlanta, GA 

Salt Lake, UT Minneapolis, MI San Diego, CA Irvine, CA Baltimore, MD Charlotte, NC Corona, CA 

800‐419‐4923

1. HUD Services 

Our Partners are your HUD due diligence experts. We have successfully completed hundreds of HUD Multi‐Family 

Accelerated Process (MAP) projects and LEAN healthcare projects throughout the United States. Our professionals stay 

current with changing guidelines and we take pride in our expertise and expedience in facilitating the HUD due 

diligence process for our clients. 

Partner’s HUD Team specializes in providing a full range of environmental and engineering services for HUD/FHA 

Mortgage Lenders nationwide, including: 

Phase I ESAs with Environmental Reviews 

(HUD Form 4128) 

Project Capital Needs Assessments (PCNAs) 

HUD Green Energy Audits 

Architectural Evaluation and Cost Estimation 

Probable Maximum Loss (PML) Reports 

American Land Title Association (ALTA) 

Surveys 

Included in all Phase I ESA reports, Partner will prepare the HUD 4128 Form (Environmental Assessment and 

Compliance Findings for the Related Laws) and Sample Field Notes Checklist, a noise survey per HUD noise guidelines, 

and contact the appropriate government agencies for information regarding threatened and/or endangered species 

and historic preservation. Partner will also contact state, local, and/or federal agencies that have specific requirements 

for notification of projects within their jurisdiction (specific to geographic area). Additionally, in accordance with the 

most recent HUD environmental requirements Partner can include a Vapor Intrusion screening following Tier 1 of ASTM 

E 2600‐08 Standard Practice for Assessment of Vapor Intrusion into Structures on Property Involved in Real Estate 

Transactions. The Tier 1 Screen is conducted to adhere to HUD MAP guidelines. If warranted by the results of the Tier 

1 Screen, Partner can provide consultation for completion of the successive tiers of the ASTM E 2600‐08 standard. 

For all multifamily Project Capital Needs Assessments, Partner coordinates with site management and/or ownership to 

insure current pricing is established for Capital Items, Critical Repairs, and Non‐Critical Repairs in order to prepare the 

Replacement Reserve and Immediate Repairs tables as accurately as possible. PCNAs for assisted living facilities, 

nursing homes, intermediate care, board and care homes, etc., are prepared in accordance with the most recent HUD 

LEAN requirements, including, but not limited to, a 15‐year Replacement Reserve analysis table, a 15‐year Major 

Moveable Equipment reserve analysis table, and the standard Critical and Non‐Critical Repair Tables. Partner can also 

include the Uniform Federal Accessibility Standards as part of the PCNA for an additional fee, if required. 

Partner also offers a range of services in support of FHA loans to assist in identifying opportunities to add value and 

save energy, understanding construction costs, recognizing seismic risk, and identifying property boundaries and 

features. Partner Energy, a sister company to Partner Engineering and Science, specializes in various energy audits, 

benchmarking, engineering and implementation and related services. Partner personnel are committed to accurate 

third party reporting and great service in providing construction monitoring services. Our PMLs meet the requirements 

of the scope of work defined by ASTM E 2026‐99 Standard Guide for Estimation of Building Damageability in 

Earthquakes (the Standard), as well as adhering to Scenario Upper Loss (SUL) as identified in the Standard. Partner’s 

licensed engineers and surveyors follow industry standards as outlined in the 2005 Minimum Standard Detail 

Requirements for ALTA/ACSM Land Title Surveys. 



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Partner employees are focused on providing quality services and strive to not just meet, but exceed, client expectations 

in all facets of the due diligence industry. Communication with all parties involved remains a top priority from the date 

a project is first initiated, until final approval is received. Our Partners understand your business. 

Currently Partner is providing environmental and engineering due diligence for the following programs: 

202 ‐ construction and rehabilitation of structures that will serve as supportive housing for low‐income elderly 

persons 

221(d)(3) and (4) ‐ new construction or substantial rehabilitation of multifamily rental or cooperative housing 

for moderate‐income families, elderly, and the handicapped 

223(f) ‐ purchase or refinancing of existing multifamily rental housing 

231 ‐ mortgage loans to facilitate the construction and substantial rehabilitation of multifamily rental housing 

for the elderly and/or persons with disabilities 

232 ‐ construction and substantial rehabilitation of nursing homes, intermediate care facilities, board and care 

homes, and assisted‐living facilities 

232/223(f) and (a)(7) ‐ purchase or refinancing of nursing homes, intermediate care facilities, board and care 

homes and assisted‐living facilities with or without repairs of existing projects not requiring substantial 

rehabilitation 

241(a) ‐ insures mortgage loans to finance repairs, additions, and improvements to multifamily rental housing 

and health care facilities with FHA insured first mortgages or HUD‐held mortgages 

242 ‐ hospital financing during construction, refinancing, modernization, remodeling, equipment purchasing 

and expansion 



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2. Projects Performed Under HUD MAP Guidelines and LEAN Process 

Project Name Location Project Type 

The Palms Apartments Orlando, FL ESA/PCNA 

St. Mary’s Garden Apartments Oakland, CA PCNA 

Luther House Mayfield, OH ESA 

24 W. 38 th Street Jacksonville, FL ESA/PCNA 

Oakwood Villas Jacksonville, FL ESA/PCNA 

Shasta Terrace Vacaville, CA ESA/PCNA 

University Center Indianapolis, IN ESA/PCNA 

Southdale Tower Anderson, IN ESA/PCNA 

The Heartland Peoria, IL ESA/PCNA 

Crooked Creek Tower Indianapolis, IN ESA/PCNA 

Charles Major Manor Shelbyville, INC ESA/PCNA 

Adam & Bruce Apartments Fort Wayne, IN ESA/PCNA 

Xavier House Nashua, NH PCNA 

Summit Place II Gainesville, GA ESA 

Hazelwood Senior Living Facility* Kansas City, KS ESA 

Hampton Place Louisville, KY ESA 

Millard Manor Omaha, NE ESA 

Barcelona Landings Land O, FL ESA 

Meadowbrook Apartments Slidell, LA ESA/PCNA 

Villa Nueva Tucker, GA ESA/PCNA 

Audubon Grove Apartments Jackson, MS ESA/PCNA 

Chapel Brook Apartments Dallas, TX ESA/PCNA 

Sol Luna Park Apartments Decatur, GA ESA/PCNA 

Heather Ridge Apartments Fayetteville, NC ESA/PCNA 

Mossy Oaks Apartments Beaufort, SC ESA/PCNA 

Palms at Chimney Rock Apartments Houston, TX ESA/PCNA 

Concord Hills Apartments Hartford, CT ESA/PCNA 

Pinnacle Apartments – Phase II Monroe, LA ESA/PCNA 

Pointe Farms Apartments Harper Woods, MI ESA/PCNA 

Pointe Woods Apartments Harper Woods, MI ESA/PCNA 

Park at Ventana Apartments San Antonio, TX PCNA 

Villas at Ventana Apartments San Antonio, TX PCNA 

Independence Village* San Antonio, TX PCNA 

Care‐Age of Brookfield* Brookfield, WI PCNA 

Hales Corners Care Center* Hales Corners, WI PCNA 

West Chestnut Apartments Enid, OK ESA 

Madison Park Apartments Covington, LA ESA 



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Seaboard Station Apartments Raleigh, NC ESA 

Southridge Apartments Lake Charles, LA ESA 

Williston Apartments Williston, ND ESA 

Grayson* Grayson, GA ESA 

Woodstock Lifestyle Center* Woodstock, IL ESA 

Bonnie Brae Apartments Leominster, MA ESA 

Westminster Assisted Living Facility* Cullman, AL ESA 

Summer Lake Village Apartments Gulfport, MS ESA 

Church Street Station Nursing Center* Hanover Park, IL ESA 

Arch Plaza* North Miami, FL ESA/PCNA LEAN 

Ponce Plaza* Miami, FL ESA/PCNA LEAN 

Chandler Health Care* Chandler, AZ ESA/PCNA 

Canterbury Crossing Health Care* Abilene, TX ESA/PCNA 

The Suites at Poplar Creek* LaGrange, GA ESA/PCNA 

The Renaissance of Ponca City* Ponca City, OK ESA/PCNA 

The Renaissance of Stillwater* Stillwater, OK ESA/PCNA 

Cathedral Place Apartments Mobile, AL ESA/PCNA 

Lakeshore Pointe North Apartments Griffin, GA ESA 

Mansions at Ivy Lake Gonzales, LA ESA/PCNA 

Green Acres Apartments Amarillo, TX ESA/PCNA 

Gross Pointe Manor * Niles, IL ESA/PCNA 

Arcadia Developmental Center* Arcadia, IN ESA/PCNA 

South Mall Apartments Montgomery, AL ESA/PCNA 

Woodgate Apartments Chamblee, GA ESA/PCNA 

Lions Senior Apartments Shelby, NC ESA/PCNA 

Las Rosas Apartments Miami, FL ESA 

Marigny Square Apartments New Orleans, LA ESA 

Bayview Apartments Johnson City, TN ESA/PCNA 

Throgs Neck Health Care* Bronx, NY ESA/PCNA 

Morris Heights Mews Apartments Bronx, NY ESA/PCNA 

Queens Boulevard Ext. Care* Woodside, NY ESA/PCNA 

Magnolia Grand Village Gulf Shores, AL ESA/PCNA 

Country Club Apartments Toledo, OH ESA/PCNA 

The Cloisters Apartments Toledo, OH ESA/PCNA 

Hawthorne Hills Apartments Toledo, OH ESA/PCNA 

The Woodlands Apartments Toledo, OH ESA/PCNA 

Tilden Street Apartments Bronx, NY ESA 

Constitution Court Apartments Gouverneur, NY ESA/PCNA 

Deer River Estates Apartments Copenhagen, NY ESA/PCNA 

Friends Settlement Apartments Philadelphia, NY ESA/PCNA 

Gabriel Court Apartments Watertown, NY ESA/PCNA 



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Mountaineer Estates Apartments Watertown, NY ESA/PCNA 

Truscott Terrace Apartments Watertown, NY ESA/PCNA 

Lonsway Hill Apartments Clayton, NY ESA/PCNA 

Northpointe & Lake Charles Apts Spring Lake, NC ESA 

Spring Lake Apartments Spring Lake, NC ESA 

Alfred Street Apartments Fayetteville, NC ESA 

Curtis Lane Apartments Fayetteville, NC ESA 

Bunce East Apartments Fayetteville, NC ESA 

Applewood Apartments Fayetteville, NC ESA 

Campbell Avenue Apartments Fayetteville, NC ESA 

Campbell Terrace Apartments Fayetteville, NC ESA 

Delona Gardens Apartments Fayetteville, NC ESA 

Calabash Town Center Apartments Calabash, NC ESA 

Proposed Centerpointe Apartments Hickory, NC ESA 

Priddy Manor (ALF) King, NC ESA 

North Augusta Green Apartments North Augusta, SC ESA 

The Rembrey at Duncan Chapel Greenville, SC ESA 

Trinity Place Apartments Hartford, CT ESA/PCNA 

Evergreen Estates Detroit, MI ESA/PCNA 

Nurse Care of Buckhead Buckhead, GA ESA/PCNA 

Rockdale Health Care Rockdale, GA ESA/PCNA 

Grandview Tower Apartments Port Huron, MI PCNA 

Culebra Crossing Apartments San Antonio, TX ESA 

Gardens of Denton Apartments Denton, TX ESA 

Villages at Olde Town Grayson Grayson, GA ESA 

*Denotes Assisted Living Facility 



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3. References 

REFERENCE #1 

Company 

FHA Lending 

Contact Name and Title 

Gary B. Alex 

National Director, FHA Lending 

Enterprise Community Investment, Inc. 

Telephone Number 678‐775‐6780 

Address 6340 Sugarloaf Parkway, Suite 200 

City, State and Zip Code Duluth, GA 30097 

REFERENCE #2 

Company 

Greystone Servicing Corp., Inc. 


Ercilia Lara Greene 

Telephone Number 770‐392‐9854 

Address 

1200 Abernathy Road NE 

Bldg. 600, Suite 1800 

City, State and Zip Code Atlanta, GA 30328 

REFERENCE #3 

Company 

Metropolitan Funding Corp. 


Ronald Scuola, CFO 

Telephone Number (212) 983‐1503 

Address 28 West 44th Street, Suite 222 

City, State and Zip Code New York, NY 10036 



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PARTNER RESUMES 

PARTNER 

Engineering and Science, inc.

Mr. Smith has conducted senior report reviewing and 

employee training in the building sciences department on a 

national scale. 

Education 

Jerl Smith 

National Client Manager 

jsmith@partneresi.com 

Bachelor of Science, Mechanical Engineering, University of 

West Virginia 

Registrations 

EPA Accredited Lead Inspector: Target Housing & Child 

Occupied Facilities 

EPA/AHERA - Asbestos in Buildings: Inspection and 

Assessment, 

HUD - Multifamily Accelerated Processing (MAP) 

Certification, LEAN Certification Training 

O.S.H.A (Occupational Safety and Health Administration) – 

40 hour HAZWOPER 

National Environmental Health Association (NEHA) Radon 

Certification 

Mr. Smith has more than fifteen years of experience in the 

environmental consulting and facility management industries. 

Mr. Smith has spent his career as a Project Engineer and 

Project Manager for several companies, specializing in soil 

and groundwater remediation in the civil/structural 

engineering field, and in conducting property condition and 

needs assessments, property condition evaluations, property 

reserve needs assessments, and environmental assessments. 

Mr. Smith has served as a building assessor, project manager, 

and senior author on over a thousand real estate transactions. 

Mr. Smith has experience as a senior project manager in the 

building sciences/construction field. His background in 

building assessments allows him to provide complete and 

thorough assessments and evaluations to serve a client’s 

specific needs. In addition to providing consulting services, 

Mr. Smith has performed assessments on numerous 

commercial, multi-family and industrial facilities. He has 

been actively performing Phase I and Phase II environmental 

site assessments along with physical needs assessments and 

property condition evaluations for not only HUD 

transactions, but also Freddie Mac, Fannie Mae, and lenders 

in local and regional markets. 

Mr. Smith is familiar with all standards of Due Diligence 

Property Assessments and the needs and requirements of a 

varied number of reporting standards, including the Property 

Condition Assessment ASTM E2018, Fannie Mae, Freddie 

Mac, Property Insurable Value Evaluation and customized 

client formats or scopes. He has also senior authored 

Property Condition Assessments, Property Condition 

Evaluations, HUD Project Capital Needs Assessments, and 

Environmental Site Assessments, and is HUD MAP and 

LEAN certified. 

Real estate investors, lenders, and real estate equity funds have 

come to rely on his advice and judgment to assist them with 

their real estate business decisions. 

Prior to joining Partner, Mr. Smith was a Relationship 

Manager in charge of the HUD Division for a former 

Fortune 500 company. In that capacity, he was responsible 

for all HUD work, report reviews, and client relations. 

Additionally, Mr. Smith was the CEO and founder of an 

environmental consulting company, where he performed 

Phase I and II Environmental Site Assessments and Property 

Condition Assessments on commercial, multifamily, and 

senior housing/assisted living/nursing care properties; as well 

as performing asbestos sampling, lead-based paint sampling, 

radon testing, lead in drinking water sampling, and 

mold/moisture assessments. His clients included commercial 

lenders, real estate brokerage firms, mortgage bankers, Fannie 

Mae DUS lenders, Freddie Mac lenders, and HUD. 

Mr. Smith is qualified to perform sampling of groundwater in 

monitoring wells, monitoring well closures, and supervise 

soil-drilling operations. He is additionally qualified to 

manage existing remediation sites, supervise site construction 

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activities including, but not limited to, start-up, operation, 

maintenance, and field analysis of remediation systems, and 

prepare site reports, corrective action plans, and monitoring 

reports. 

Mr. Smith has also been in charge of project management of 

existing remediation sites, AutoCAD design including 

potentiometric map creation and contamination plume 

analysis, site construction supervision, start-up, operation, 

maintenance, and field analysis of remediation systems, and 

proposal creation and submittal. 

Mr. Smith has also served as a project engineer for several 

companies. In that capacity, he was responsible for assisting 

the Engineering Department in the fabrication and design of 

soil remediation and groundwater pump and treat systems, as 

well as being responsible for quality control and AutoCAD 

design and supervising construction activities at remediation 

sites. He was also responsible for the fabrication and redesign 

of patented soil remediation equipment, project management 

of existing remediation sites, vapor analysis using the Perkin- 

Elmer 3920B gas chromatograph, and site plan drafting to 

include potentiometric map creation using AutoCAD. 

Proposed Madison Square Apartments – Phase I 

Environmental Site Assessment in New Orleans, Louisiana, 

for a proposed apartment complex to be constructed over a 

32 parcel area. Existing single-family residential structures, 

many of which were abandoned at the time of the assessment, 

would be demolished and removed from the area prior to 

development. Phase I conducted under HUD guidelines, and 

coordination with local and state government offices was 

additionally required due to the overall scope and size of the 

project. Although project was cancelled due to damage 

resulting from Hurricane Katrina, local HUD Office was 

quoted as stating the Phase I report and coordination efforts 

by Mr. Smith with all parties associated with the project as 

exceptional. 

Some specific project experience includes: 

Groundwater Pump and Treat System, Beaufort, South 

Carolina – Assisted in the design, construction, and start-up 

of a remediation system that included three air-stripper 

towers, two air discharge scrubbing towers, three chemical 

injection tanks, two groundwater storage/discharge tanks, and 

numerous injection and discharge pumps. Additionally 

assisted in the initial sampling, monitoring, and reporting 

phase of the project. System was required due to chemical 

plant explosion which resulted in numerous contaminants 

impacting the groundwater table in the immediate area. 

Chain and Flight Systems – Designed, shipped, and trained 

on-site personnel on the installation and upkeep of steel chain 

and flight grit removal systems (replacement of existing 

components) for rectangular clarifiers of municipal 

wastewater treatment plants nationwide. Provided computer 

drawings of system components, parts list inventories, 

horsepower requirement calculations, installation 

instructions, troubleshooting instructions, and operational 

guides for plant employees.

Education 

Bradley K. Fountain 


bfountain@partneresi.com 

BA, Business Management, University of Baltimore 

EMBA, Loyola University, Maryland 

Registrations 

HUD Lean Process Certified 

HUD MAP Certified 

Mr. Fountain has five years of experience in the 

environmental, engineering, and service industry. He has 

significant experience in due diligence assessments for a 

variety of property types and the needs and requirements of 

varied number of reporting standards; including HUD 

FHA, Multi-family, HUD Lean Process, Architectural and 

Engineering Cost Review, ASTM Standards, EPA’s All 

Appropriate Inquiry (AAI), and customized client formats. 

Specifically, Mr. Fountain has reviewed Phase I 

Environmental Site Assessments, Environmental 

Transaction Screens, Phase II Subsurface Investigations, 

Remediation Design projects, Property Condition 

Assessments (PCAs), Construction Progress Monitoring, 

Probable Maximum Loss assessments, Regulatory 

Compliance Assessments, Energy Audits Level I and Level 

II, Vapor Intrusion Reports, Asbestos Surveys, Lead-based 

Paint Surveys, Radon Studies, Mold Assessments, and 

Lead-in-water sampling and analysis. 

Mr. Fountain’s core mission is business development and 

client focus, which is demonstrated in every action, and 

objective he undertakes. Mr. Fountain is responsible for the 

promotion of Partner’s HUD- FHA Multi-family and Lean 

Heath Care due diligence with lenders nationally. Through 

the strategy of building relationships, timely deliverables 

and providing solutions, Mr. Fountain develops a clear 

understanding of client needs and objectives. He then 

employs value-based selling and delivery throughout the 

life cycle, providing clients with services and solutions that 

are pragmatic and positively impact their businesses. 

Mr. Fountain’s commitment to building relationships is 

recognized within the Partner organization as well. Results 

driven in terms of his clients, Mr. Fountain works to 

develop the potential of every team member in order to 

achieve excellent performance. 

Most recently, Mr. Fountain served as Vice President of 

Sales and Marketing of a national environmental consulting 

company. His prior experience also includes chief 

executive officer of The Welders Supply Company, (1985 

–1998) and President and founder of WSC Specialty Gases 

and Cryogenics, headquartered in Baltimore, Md. There, he 

leveraged his strengths in leadership, organization, and 

discipline to generate measurable growth. 

Mr. Fountain’s commitment to leadership has been evident 

throughout his career as is his desire to educate and share 

his experiences and skills in the business community. He is 

an adjunct professor in the Sellinger Business School at 

Loyola University, teaching undergraduate and graduate 

courses, as well as University of Baltimore’s, Merrick 

School of Business. 

Mr. Fountain is the Past President (2003 – 2007) of the 

Executive MBA Alumni Association at the Sellinger 

Business School. Mr. Fountain was responsible for 

program development as well as developing and launching 

the Mentoring Program for EMBA grads and Alumni at the 

Sellinger School of Business and Management. 

Finally, Mr. Fountain’s diversity across health care, 

industrial, multifamily, municipal, and commercial 

environments is a major contribution to Partner 

Engineering and Science’s team in all regions of the United 

States.

Education 

Terry Dungan 


Director – Construction 

Risk Management 

tdungan@partneresi.com 

Appalachian State University 

Real Estate Appraisal, Saddleback Community College 

Affiliations 

California General Contractor 

including contract compliance and liabilities as well as 

scope of work issues. Mr. Dungan has been engaged on 

several major projects included large-scale loan portfolios, 

high rise office and residential construction as well as long 

term budget projects of over $300,000,000. 

More specifically, Mr. Dungan has extensive experience in 

the following areas: 

 

 

 

 

 

Construction Management 

Construction Risk Mitigation 

Construction Fund Control 

Construction Compliance 

Construction Contract, Plan and Cost Analysis 

In addition, Mr. Dungan has over eight (8) years of 

experience as a third party property assessor and seven 

years’ experience as an owner of a construction company 

specializing in new and rehab residential construction. 

Mr. Dungan has over 20 years of experience in residential 

and commercial construction as well as land development 

managing projects throughout the continental United States 

and Canada. Mr. Dungan has successfully managed single 

and multi-site document and cost review projects 

encompassing a broad range of property types including 

retail, office, industrial (ROI), multifamily residential, 

hospitality, assisted living and special use. Additionally, 

Mr. Dungan has provided consulting services to clients 

such as Wells Fargo Bank, Merrill Lynch, RAIT Financial 

and multiple other Construction Lenders as a third party 

inspector, reporting on construction progress, budget and 

schedule status along with code compliance. 

Prior to joining Partner, Mr. Dungan worked as a National 

Client Manager for a Fortune 500 company managing the 

Construction Lending Services division. Previously, Mr. 

Dungan worked as a General Manager with a large 

nationwide homebuilder, managing multiple postconstruction 

communities and projects throughout Southern 

California. 

Mr. Dungan has several years experience interfacing 

directly with bank loan officers, project managers, 

superintendents and numerous borrowers on subjects

Education 

Frank S. Romeo, Jr. 

Principal 

fromeo@partneresi.com 

Bachelor of Science, Earth and Environmental Science, 

Wilkes University 

Registrations 

OSHA 40-hour Hazardous Materials Safety Certification 

OSHA 8-hour HAZWOPER Annual Refresher 

NJDEP-UST Subsurface Evaluation, Tank Testing, 

Installation & Closure Certification 

Mr. Romeo has over 13 years of experience in the real 

estate due diligence industry. He has performed and 

managed over 5,000 environmental site assessments for 

residential, commercial and industrial properties throughout 

the continental United States and internationally. Mr. 

Romeo’s international experience includes evaluation of 

multi site industrial, commercial and hospitality property 

portfolios throughout Central America and the Caribbean 

for a domestic investment bank. 

Mr. Romeo is familiar with the due diligence requirements 

of a varied number of reporting standards, including the 

new standard ASTM E1527-05, EPA’s All Appropriate 

Inquiry (AAI), HUD MAP, HUD LEAN, Fannie Mae 

DUS, and Freddie Mac. New Jersey’s Property Transfer 

Law known as Industrial Site Recovery Act (formerly 

Environmental Cleanup Responsibility Act). Mr. Romeos’ 

due diligence resume includes experience at all levels 

including advising lenders, real estate investors, and other 

client types through the following product types: Phase I 

Environmental Site Assessments, Environmental 

Transaction Screens, Phase II Subsurface Investigations, 

Remedial Cost Estimates, Remediation Design, Property 

Condition Assessments, Probable Maximum Loss 

Assessments, and Preliminary Endangerment Assessments. 

Mr. Romeo has extensive experience managing numerous 

due diligence disciplines for nationwide and local clients 

including the following types: 

 

 

 

 

 

 

 

 

Residential Developers 

Commercial Developers 

Mortgage Brokers 

Real Estate Brokers 

Individual Property Owners and Buyers 

Local Governmental Entities 

Equity Investment Groups 

Financial Institutions, including: 

• CMBS Lenders 

• SBA Lenders 

• Fannie Mae Lenders 

• Freddie Mac Lenders 

• Investment Banks 

• Regional Banks 

• Servicers 

In addition to due diligence assessments, Mr. Romeo has 

also performed and managed compliance audits, Phase II 

site investigations, underground storage tank management 

and closure activities, remedial investigations, and cleanups 

under various regulatory programs. The clients serviced 

for these projects included industrial and commercial 

clients, financial institutions, real estate developers, 

individual investors, municipal agencies, and non-profit 

organizations. Furthermore, Mr. Romeo has prepared and 

successfully implemented soil and groundwater remedial 

investigation, and remedial action work plans for the 

cleanup of facilities including large bulk petroleum and 

industrial facilities, gasoline service stations, dry cleaner 

facilities, and vacant and/or undeveloped properties. 

Management responsibilities included consulting clients, 

negotiating with regulatory agencies, and using innovative 

remedial technologies for cost effective mitigation of 

project sites. 

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Previously, Mr. Romeo was a Client Manager at a national 

due diligence firm, where he managed over $25,000,000 

worth of due diligence projects over his five year tenure. 

Project Experience Includes: 

 

 

 

 

Column Financial/Credit Suisse - Client Point 

Contact for nationwide multi-site services. 

Managed Phase I and II Environmental Site 

Assessments, asbestos surveys, asbestos abatement 

design, and asbestos abatement monitoring. 

Performed in house QA/QC on all reports issued to 

the client. Conducted environmental studies to 

support pooled collateral property undergoing 

securitization. 

Regions Bank – Client Point Contact for ongoing 

performance of Phase I-II environmental site 

assessments, asbestos surveys, lead-based paint 

surveys as well as all due diligence reporting 

through Regions Small Business Administration 

(SBA) lending program. Manages all phases of 

report management and client interaction with 

Regions Bank’s Environmental Risk Management 

group located in Birmingham, Alabama. 

Mr. Romeo was key in the development of 

Partner’s HUD/FHA Practice and serves as the 

groups’ director. Works closely with lenders to 

achieve financing through the HUD MAP and 

LEAN Programs. 

Mr. Romeo has recently implemented a program 

for the evaluation of current and potential erosion 

control issues at foreclosed properties.

Education 

Bachelors of Architecture (BArch), 

Oklahoma State University 

Registrations 

Barry McPherson, RA 

Senior Project Manager 

bmcpherson@partneresi.com 

Registered Architect, State of Colorado 

Licensure Reciprocity Applied For, State of Texas 

Mr. McPherson has over five years of experience personally 

preparing over 300 Property Condition Assessments across 20 

states while engaged with several nationally recognized due 

diligence companies, as well as work performed with his own 

due diligence firm. These reports were prepared for private 

and public golf courses, retail centers, high-rise and campus 

office buildings, industrial buildings, multi-family residential 

developments, elderly care and hospitality facilities. Work 

was performed for debt and acquisition properties, as well as 

Fannie Mae/Freddie Mac Physical Needs Assessments, HUD 

conversions, ADA compliance audits, and construction 

monitoring. Mr. McPherson is recognized as a leader in the 

PCA field due to his exemplary level of detail, his concise and 

accurate reporting, his understanding of building systems, 

and his ability to educate clients during all phases of the due 

diligence process. As a result, his participation is specifically 

requested by several clients and he is frequently entrusted 

with sensitive assignments. In addition to the quality aspects 

of his work, Mr. McPherson also provides Partner with 

tireless commitment having completed 27 assignments in one 

month for sites located across hundreds of miles in three 

Midwestern states. 

During his professional experience in the Due Diligence 

industry, Mr. McPherson has also been the QA/QC reviewer 

for over 2000 assessments prepared by contracted field 

observers and peer professionals in every state. Again due to 

his expertise with building systems, he was responsible for all 

reports for acquisition and investment properties for a former 

Fortune 500 company. 

Mr. McPherson is an instrumental part of Partner’s technical 

support team providing insight and knowledge regarding 

assessment clarification and interpretation to the engineering 

staff and field assessors relating to due diligence conformance, 

building construction, and architecture. As a Project 

Manager, his past and present responsibilities also consist of 

establishing protocols for field observer procedures and report 

content including the development and enhancement of 

report formats and content for PCA and ADA reports to meet 

specific client criteria, ensure compliance with ASTM E 2018 

requirements, and reduce liability. Report templates created 

by Mr. McPherson are still in use by former employers as well 

as by third-party companies who have engaged him to create 

their templates. 

Project Management responsibilities have also included 

coordinating the efforts and deliverables created by a pool of 

over 400 field associates including prior direct management 

of all assessors in the Rocky Mountain and Pacific Northwest 

for a former employer. He has developed rubrics for 

objectively critiquing the performance of assessors, created an 

entrance examination for prospective field professionals, 

developed training material and guidelines for identifying and 

understanding building systems, in addition to, performing 

Tier 1, 2 and 3 Americans with Disabilities Act audits. 

At Partner, Mr. McPherson’s management skills are utilized 

to ensure the highest quality processes are employed to secure 

industry-leading results for our clients. With his technical 

proclivity, he is also directing efforts to increase Partner’s 

share of the highly-detailed equity-level assessment and 

specialty investigation markets, as well as conducting 

continuing education seminars for staff as well as clients. 

During Mr. McPherson’s active engagement in the 

architectural industry, he performed marketing, client 

CONTINUED…

development, feasibility studies, master planning, schematic 

design, design development, construction documentation, 

specification writing, bid and negotiate, contractor selection 

and construction administration while working for several 

prominent Denver-area architectural firms, as well as running 

his own architecture and consulting firm. He has been 

instrumental in the development of department store anchors, 

restaurants, retail storefronts, movie theaters, 

recreation/health/fitness centers, office buildings, industrial 

buildings, skilled nursing/ assisted living/independent living 

centers, multi-family residential developments and multimillion 

dollar custom homes. As a systems and materials, and 

construction administration specialist, he directed activities 

on projects worth hundreds of millions of dollars across eight 

states. 

Pursuing certification by the International Code Congress 

(ICC), Construction Specifications Institute (CSI), and 

Leadership in Energy and Environmental Design (LEED), 

Mr. McPherson has a working knowledge of model building 

codes, as well as, the ADAAG, ANSI 117 and HUD’s Fair 

Housing Act. He has also performed third-party Texas 

Accessibility Standard reviews of new construction for the 

State of Texas. While technical in nature, Mr. McPherson 

also designed a multi-million dollar custom home in 

Lakewood, Colorado that was considered for a jury award by 

peers. He also frequently prepared presentations on industry 

topics including systems and materials, construction 

processes, and ramifications of construction document 

efficiencies and errors. Document processes created by Mr. 

McPherson were adopted by one of the country’s largest retail 

chains for implementation by all engineering and design 

consultants engaged with their store development. 

A former contractor, Mr. McPherson has an exceptional 

knowledge of the processes, means and methods of the built 

environment. With construction experience dating to 1978, 

he has performed and supervised activity involving virtually 

every CSI division while becoming a journeyman-level 

carpenter. While operating his own construction company, 

he as erected several million dollars worth of residential, 

commercial, retail, industrial and manufacturing 

developments. Mr. McPherson maintains his construction 

interests by volunteering with Habitat for Humanity and 

Homes for Our Troops. 

Sample of Due Diligence Experience: 

100 and 150 South Wacker Drive, Chicago, Illinois - An 

equity-level Property Condition Assessment for two urban 

skyscrapers exceeding one million square feet of rentable area. 

Asset also included an expansive waterfront pedestrian plaza 

and below-grade retail center. Building systems entailed 

separate and shared central mechanical equipment consisting 

of boilers, chillers, heat exchangers, air handling units, and sea 

water cooling systems, extensive vertical transportation 

systems of multi-bank elevators and escalators, and state-ofthe-art 

fire detection, alarm and suppression systems. 

The Peaks Resort and Golden Door Spa, Telluride, 

Colorado - An acquisition-level Property Condition 

Assessment for the 5-star rated facility consisting of 334,000 

square feet of guest rooms, luxury condominiums, 

comprehensive spa and fitness center, indoor and outdoor 

pools, spa pools, therapy pools, meeting rooms, restaurants, 

retail shops, golf course and multi-level below-grade garage. 

Building systems included extensive mechanical equipment 

for the dozens of aquatic venues, and a central heating and 

cooling system comprised of boilers, cooling towers, chillers, 

heat exchangers, air handling units and associated distribution 

components supplying forced air, hydronic heat and electric 

resistance heat to common areas and guest rooms. Additional 

systems included three commercial kitchens for facility use 

and commercial catering. Assessment included a 100% 

observation and condition analysis of all common areas and 

guest rooms necessitated by a comprehensive renovation that 

was prematurely halted resulting in various levels of 

completed construction. 

Level 3 Communications Corporate Headquarters, Broomfield, 

Colorado - An acquisition-level Property Condition 

Assessment for the four-building 800,000 square foot 

headquarters, logistics and nerve center campus of a global 

telecommunications and fiber-optics leader. In addition to a 

freestanding multi-story garage and Class A finishes, the 

property contained extensive, state-of-the-art redundant and 

emergency backup systems for the mechanical and electrical 

systems to ensure seamless, uninterrupted operation of the 

vast electronic and computer networking systems.

and appropriate recommendations. 

Education 

Howard (Rick) 

Richter 

Director of Building 

Science 

rrichter@partneresi.com 

Bachelor of Science, Biological Sciences, California State 

University 

Affiliations 

Member, Mortgage Banker’s Association 

Member, Building Owners Association 

Mr. Richter has more than 33 years of experience in the 

Building Sciences/Construction field with more than 10 

years of experience in the construction industry and 22 

years of experience in the construction monitoring and 

engineering due diligence. Mr. Richter has been actively 

involved as a Building Scientist, Client Manager, Sr. 

Project Manager, and Senior Author for projects associated 

with more than 9,500 real estate transactions and has 

supervised hundreds of construction projects from a 

lender’s perspective. His background in building 

assessments allows him to provide complete and thorough 

assessments and evaluations to serve a client’s specific 

needs. 

Mr. Richter was a Real Estate Engineer and Assistant Vice 

President for several regional banks in Southern California. 

He performed cost analysis, cost estimates, project 

observations, disbursement reviews, and approvals and 

environmental site assessment reviews in accordance with 

established bank policies. He assumed construction project 

management responsibilities for completion of bank-owned 

residential, commercial and tenant-improvement properties. 

Mr. Richter also coordinated and directed account officers, 

loan administrators, and bank clients in evaluating and 

interpreting appropriate cost analysis results, progress 

observations, and disbursement issues and made necessary 

In addition, Mr. Richter also worked for the Newport 

Beach, California branch of a nationwide bank, where as a 

Construction Engineer and Assistant Vice President he was 

responsible for construction estimates and analysis. He 

performed periodic site inspections and approval of 

progress payments for California and out-of-state projects. 

He acted as the Project Manager for the bank for special 

projects and participated in Environmental Site 

Assessments (ESAs). Mr. Richter also initiated 

modification of engineering cost reviews, inspections, and 

procedures. 

Working in the property transaction industry, Mr. Richter 

has provided various professional services, including: 

physical assessments of properties; surveys for 

workmanship and code compliance; estimating; oversight 

management; limited ESAs; engineering reviews of costs, 

inspections, and procedures; cost-to-complete analysis for 

troubled projects; construction project management; and 

cost database development and maintenance. 

Over the past 13 years, Mr. Richter has managed as many 

large due diligence portfolios as any building engineer in 

the country. Mr. Richter has developed expertise in 

managing field staff and controlling quality during large 

portfolios. Whenever the portfolio is over 100 sites, 

efficiency of every activity must be high and every activity 

must be carefully coordinated. Mr. Richter ability to 

communicate and organize has made him an invaluable 

resource during due diligence portfolios. 

As a Construction Engineer/Estimator, Mr. Richter 

performed cost estimations and inspections of bankfinanced 

projects, conceptual cost estimates, and cost to 

complete estimates for problem projects. He was 

responsible for site inspections and reviewed fee 

estimations and inspections. 

Project experience for Mr. Richter includes: 

• Construction Project Manager for several Northern 

California real estate developers overseeing 

multiple commercial and industrial projects. 

Responsible for project assigned client 

negotiations, bid estimates, contract negotiations, 

material purchasing, and site personnel. 

Responsible for obtaining the required approvals 

and permits from governmental agencies site 

CONTINUED…

development as well as architectural and structural 

plan development. 

• Monitored all aspects of project development 

including budgets, design, feasibility, contract 

negotiations, construction due diligence, cost 

estimating, plans and specifications development, 

project scheduling, planning/zoning and other 

related project documentation. 

• Developed and implemented budget spreadsheets, 

monitoring spreadsheets, and report formats. 

• Performed Project Management services on 

commercial, multifamily residential and industrial 

projects. 

• Performed Architectural and Engineering Due 

Diligence Assessments of multifamily residential, 

retail, office, industrial and special use properties.

Education 

Summer Gell 


summer@partneresi.com 

Bachelor of Science, Environmental Health, Cum Laude 

Western Carolina University 

Registrations 

North Carolina-Licensed Asbestos Inspector (No. 11425) 

South Carolina-Licensed Asbestos Inspector (No. 22156) 

AHERA Certified Asbestos Building Inspector 

OSHA 40-hour Hazardous Materials Safety Certification 

OSHA 8-hour HAZWOPER Annual Refresher 

Mrs. Gell has over 15 years of experience in the real estate 

due diligence field. She has a strong background in 

providing environmental due diligence for debt and equity 

transactions, as well as the performance of Phase I 

environmental site assessments, Phase II subsurface 

investigations, soil and groundwater remediation, 

regulatory compliance audits, asbestos surveys, lead-based 

paint surveys, mold assessments, and indoor air quality 

studies. She also has extensive portfolio management 

experience throughout the United States. 

Mrs. Gell currently serves as a National Client Manager for 

Partner Engineering and Science, providing solutions to 

clients’ due diligence and engineering needs. She is 

responsible for ensuring consistency, quality, and on-time 

delivery of due diligence and engineering services provided 

by Partner. Current day-to-day responsibilities include 

project oversight, staff supervision, report review, and 

client management. 

Mrs. Gell has been personally involved in the details of 

thousands of real estate transactions for various client types 

and therefore understands the specific needs and scopes of 

work required for the different parties involved in the 

transaction. Mrs. Gell has served as an environmental 

scientist, project manager, or senior author for projects 

associated with over 5,000 real estate transactions. Mrs. 

Gell is familiar with the due diligence requirements of a 

varied number of reporting standards, including the new 

standard ASTM E1527-05, EPA’s All Appropriate Inquiry 

(AAI), Fannie Mae DUS, Freddie Mac, and HUD. She also 

has experience with fulfilling numerous customized client 

scopes of work. 

Previously, Mrs. Gell was a client manager for a Fortune 

500 company and was responsible for managing due 

diligence projects throughout the United States. Mrs. Gell 

was also responsible for developing report templates to 

meet the Phase I ESA requirements of Freddie Mac and 

Fannie Mae’s small loan program. Her primary clientele 

focus included real estate investors, DUS lenders, CMBS 

lenders, insurance lenders, and real estate equity funds. 

Mrs. Gell was also the Geoscience Group Manager for an 

international engineering firm, where she was responsible 

for business development for due diligence services within 

North Carolina and South Carolina, staff management, and 

QA/QC review of all Phase I ESAs, asbestos surveys, and 

Industrial Hygiene-related reports. In addition, Mrs. Gell 

was the project manager on multiple Phase II assessments 

and remedial investigations with cleanups under various 

regulatory programs for former textile mills, drycleaners, 

and Brownfields sites located in the southeastern United 

States. 

Prior to being promoted to Geoscience Group Manager, 

Mrs. Gell was responsible for managing and completing 

environmental site assessments, and soil and groundwater 

contamination assessments associated with USTs, 

drycleaners, and former industrial properties. She was also 

responsible for conducting asbestos, lead-based paint, and 

mold surveys, and the oversight of subsequent abatement 

projects. She also performed regulatory compliance audits 

and indoor air quality assessments to evaluate potential 

worker exposure issues. 

For a national geoscience company, Mrs. Gell served as a 

staff environmental scientist and conducted soil and 

groundwater assessments at multiple petroleum retail sites 

located throughout Florida. 

Some relevant project experience includes: 

• Performed, managed, or reviewed due diligence 

projects associated with more than 5,000 real 

estate transactions on multi-family properties, 

CONTINUED…

agricultural properties, commercial office 

buildings, retail shopping centers, gasoline service 

stations, medical and hospitality properties, dry 

cleaning plants, auto repair shops, industrial 

properties, and various manufacturing operations 

throughout the United States. 

• Managed a portfolio of Phase I ESAs for over 200 

gas stations located in Texas and Utah. 

• Managed and served as a team leader for a Phase I 

and Phase II assessment of five housing areas 

associated with the Marine Corps Air Station and 

Parris Island Recruit Depot in Beaufort, South 

Carolina. Scope of Services included asbestos 

sampling, lead based paint sampling, mold 

investigation of housing areas, geophysical surveys 

for USTs and possible land fill area, and soil and 

groundwater assessment. 

• Managed and performed indoor air monitoring 

project of a former industrial facility located in 

Orlando, Florida. Air monitoring parameters 

consisted of VOCs, formaldehyde, carbon 

monoxide, carbon dioxide, environmental bacteria, 

fungi, radon, and lead. Provided expert witness 

testimony for workers compensation claims filed 

against the existing property owner. 

• Completed UST Closure Reports, Limited Site 

Assessments, Soil Assessment Reports, Soil 

Closure Reports, and Corrective Action Plans for 

submittal to North Carolina Department of 

Environment and Natural Resources for UST sites 

owned by various industrial and government 

entities. 

• Completed Tier I, Tier II, and Corrective Action 

reports for submittal to South Carolina Department 

of Health and Environmental Control (SCDHEC) 

for UST sites owned by various developers and 

industrial entities. 

• Conducted soil and groundwater assessments at 

multiple petroleum retail sites located throughout 

Florida. Activities included field oversight of 

groundwater monitoring well installation using 

mud-rotary, air-rotary, and hollow-stem augers; 

soil and groundwater sampling; receptor surveys; 

and elevation surveys of installed monitoring wells 

and soil borings. Prepared Contamination 

Assessment Reports (CARs) documenting field 

assessment activities and evaluation of laboratory 

analytical results for submittal to the Florida 

Department of Environmental Protection (FDEP). 

• Field Team Leader for Phase I ESAs and 

subsequent Phase II investigations conducted of 

multiple closed furniture manufacturing sites 

located in North Carolina and South Carolina as 

part of a joint venture between an international 

engineering firm and a Brownfields investment 

company. 

Publications 

Going through a Phase All About Fannie Mae and Freddie 

Mac Due Diligence, Scotsman Guide, April 2009

Sean Daly 

Senior Project Manager 

sdaly@partneresi.com 

contracting and scope of work issues. Major projects 

include large-scale loan portfolios, due diligence 

assessments encompassing equity level Property Condition 

Assessments, which have included projects requiring 

aggregation of specialty service scopes within the realm of 

building sciences. Mr. Daly’s collective experience in the 

field of real estate due diligence has enabled him to support 

property owners, prospective purchasers, and clients’ legal 

counsel through numerous successful transactions. 

Noteworthy Clients have included: 

Education 

Bachelor of Science, Civil Engineering, Rutgers University 

Registrations 

Department of Housing and Urban Development, 

Multifamily Accelerated Processing (MAP) 

Certification 

• Wells Fargo Bank 

• Bank of America 

• JPMorgan Chase 

• Washington Mutual 

• Capmark Finance, Inc. 

• HFF, LP 

• MidFirst Bank 

• Merrill Lynch 

• Column Financial 

• MMA Financial 

• Credit Suisse 

Mr. Daly has successfully managed single and multi-site 

portfolios and Property Condition Assessment due 

diligence projects encompassing a broad range of property 

types. Mr. Daly has played an integral role in the due 

diligence process for commercial mortgage backed 

securities (CMBS) and conduit programs initiated by 

leading nationwide banks in accordance with the American 

Society for Testing and Materials (ASTM) E 2018-08: 

Baseline Property Condition Assessment Process. 

With over six years of experience, Mr. Daly has authored, 

managed, and reviewed several hundred Property 

Condition Assessments, Probable Maximum Loss, and 

Phase I Environmental Site Assessments of retail, office, 

industrial, multi-family residential, special use properties, 

as well as assisted living facilities, conducted under Freddie 

Mac, Fannie Mae DUS and HUD guidelines, throughout 

the United States for a wide range of lending institutions. 

Prior to joining Partner, Mr. Daly served as a Project 

Manager and Staff Assessor for two other nationwide due 

diligence firms. Mr. Daly also performed as an independent 

professional associate in the New York City market. 

Mr. Daly has interfaced directly with bank loan officers, 

regulatory agencies, and numerous borrowers on subjects 

including code compliance and liabilities, as well as

Energy Efficiency Consulting Information Package 

TABLE OF CONTENTS 

1. Background to Partner Energy 

2. Services 

3. Benefits 

4. Resumes

1. Background to Partner Energy 

Partner Energy maintains regional headquarters in New Jersey and Southern California with a 

nationwide network of energy engineers, allowing us to perform all applicable services across the 

country. Our energy engineers have years of experience working with federal, state, municipal, and 

commercial owners of real estate in additional to utility providers, national energy service companies 

(ESCOs), architects, and contractors. They have completed thousands of building surveys, energy audits, 

and energy modeling services for various clients across the United States. 

Partner Energy works with building owners and users to increase asset values, lower ownership costs, 

and promote environmental stewardship by recommending and implementing fiscally responsible and 

sustainable Energy Conservation Opportunities (ECOs) that reduce energy usage and carbon emissions. 

Our team of experienced energy engineers hold various types of professional and industry designations 

and licenses, including the following: 

Professional Engineer (“PE”) 

A Professional Engineer (“PE”) is a state provided license that indicates the engineer has had his 

qualifications and references thoroughly checked by the state. The engineer has a college degree in an 

engineering science, has progressed logically through their career doing responsible engineering work, 

and is knowledgeable in disciplines outside his or her own. In many cases all final plans, including 

drawings, specifications, and reports, are required to bear the seal and signature of a licensed PE. 

Certified Energy Managers (“CEM”) 

A Certified Energy Manager ("CEM") is a professional certification issued by the Association of Energy 

Engineers. Professionals become eligible for this certification after demonstrating expertise in several 

areas including engineering standards, air quality, energy audits, lighting, procurement and even 

financing. 

Leadership in Energy and Environmental Design Accredited Professional (“LEED AP”) 

Leadership in Energy and Environmental Design Accredited Professional (“LEED AP”) is a professional 

credential issued by the US Green Building Council (USGBC). Green building professionals receive the 

LEED AP designation only after passing a detailed examination focusing on green technologies, best 

practices, and the LEED rating system.

Partner Energy’s experience in advising commercial real estate investors and owners and our 

engineering background give us a unique perspective into the motivations and goals of our clients, who 

include real estate owners and users looking for ways to reduce operating expenses through energy 

efficiency. We understand that energy and greenhouse gas emission reduction is only half of the 

equation; the measures we recommend and implement also have quantifiable and achievable cost 

savings, payback periods, and Internal Rates of Returns (IRRs). 

In an effort to identify and recommend measures that reduce energy consumption, Partner Energy 

focuses on the mechanical and electrical systems of a building and the building envelope. Our engineers 

are experts at identifying Energy Conservation Opportunities and quantifying the energy savings of 

those measures. 

Typical recommendations include: 

Lighting Upgrades 

HVAC Mechanical System Maintenance and Upgrades 

Building Automation and Controls 

Office Equipment Energy Management 

Building Envelope Improvements 

Our team of energy engineers, building science specialists and project managers can help our clients 

achieve their energy efficiency goals by offering the following services: 

Benchmarking Services and Reports 

Retro commissioning and Energy Audit Reports 

Detailed Engineering and Implementation Plans 

eQuest Energy Modeling 

2. Services 

Energy Modeling 

Partner Energy has a team of professional engineers skilled in energy modeling utilizing both 

spreadsheets with temperature-bin methods and sophisticated energy modeling tools such as eQuest 

(The Quick Energy Simulation Tool). eQuest has the ability to quickly build complex and diverse buildings 

of any size, type, and location in the United States. Using detailed local weather data, reasonable ideas 

of electricity, gas, oil, chilled and hot water, and other energy consumption measures can be developed. 

As part of the energy audit and retro commissioning process, eQuest is used to calculate the potential 

energy changes associated with implementing various energy efficiency measures.

Project Management and Implementation Support 

Partner Energy’s experienced staff of project managers can ensure that the energy efficiency or 

renewable energy generation projects are implemented as intended and designed with minimal impact 

to your business and building occupants. Our project managers can manage the project implementation 

process from start to finish – from construction bid coordination to final project walk-through. 

Partner Energy’s experience in providing consistent products nationwide to our valued clients and our 

ability to deliver on-time, quality products sets us apart from our competition. The professionals at 

Partner Energy have completed energy audits across the country and around the world. 

Benchmarking and Energy Audits 

Benchmarking allows building managers and owners to quantify how much energy is being consumed 

and to compare the performance of their buildings to similar buildings. From these results, Partner 

Energy can recommend and begin implementation of achievable and cost effective energy and 

greenhouse gas reduction goals. 

Energy Star 

Partner Energy is an ENERGY STAR partner and when applicable, the ENERGY STAR Portfolio Manager 

national energy rating system is used to benchmark your building. Portfolio Manager is an interactive 

energy management tool that allows the tracking of energy consumption for a building or portfolio of 

buildings in a secure online environment. The rating system is based on comparing numerous building 

specific inputs such as square footage, hours of operations, and number of occupants to a national 

database of similar buildings. The rating output is a uniquely calculated number on a scale of 1 – 100. A 

rating of 50 indicates that the subject building, from an energy consumption standpoint, performs 

better than 50% of all similar buildings nationwide, while a rating of 75 indicates that the subject 

building performs better than 75% of all similar buildings nationwide. Partner Energy illustrates where 

your subject building fits into the ENERGY STAR ranking benchmarks with a chart pinpointing the current 

rating with detail descriptions of each benchmarking tier.

The building data required for ENERGY STAR includes 12 months of consecutive utility usage 

information. Using this data, Partner Energy charts energy consumption across multiple categories. The 

following charts are two examples that illustrate the sample building’s total energy consumption and 

total utility costs comparing the results on a per square foot basis to the ENERGY STAR ranking 

benchmarks and the Commercial Buildings Energy Consumption Survey (“CBECS”).Portfolio Manager can 

help companies set investment priorities, identify under-performing buildings, verify efficiency 

improvements, and receive EPA recognition for superior energy performance. The national energy rating 

helps determine if the owner’s building is eligible to apply for the ENERGY STAR label. A building that has 

a rating of 75 or above becomes eligible and requires certification by an independent Professional 

Engineer to confirm the rating. 

Energy Audit 

The Energy Audit is a hands-on assessment of a building’s energy usage, its energy using equipment, and 

building conditions that may cause excessive energy consumption. Once a building’s energy 

consumption is understood, projects that can reduce the energy consumption or Energy Efficiency 

Measures (“EEMs”) can be identified and recommended. The purpose of the energy audit is to provide 

information on EEMs that is detailed enough to allow business owners and managers to make 

implementation decisions based on their current and future business goals. Often times the decision to 

implement EEMs are based on need, budgets, capital investment return criteria, green branding goals, 

and sustainability goals. Partner Energy provides the following information on every recommended 

Energy Efficiency Measure: 

Scope of Work 

Estimated install cost 

Energy and Cost Savings 

Rebates and Incentives 

Simple Payback Period 

Greenhouse gas emission savings 

Impact on Energy Star Rating 

3. Benefits 

The ultimate goal of benchmarking, energy audits, and project implementation is to reduce energy 

consumption and improve the performance of your building. The end result is a myriad of benefits and 

they include: 

Increase asset value by reducing operating costs and increasing revenue 

Hedge against future rising energy costs 

Increase building occupant satisfaction, productivity and safety 

Quantify future building value and operating income during building acquisition due diligence 

Meet and exceed capital investment return criteria 

Comply with energy efficiency disclosure laws and regulations 

Promote environmental stewardship by reducing harmful greenhouse gas emissions

4. Resumes 

(See following Pages)

at over $400 million. Prior to founding Partner Energy, 

Tony Liou was a sales and marketing manager for a local 

energy services company. 

Tony Liou, MBA 

President 

tliou@ptrenergy.com 

Tony has been a guest speaker on energy efficiency topics 

at industry events. This year he has spoken at: 

- Urban Land Institute (ULI): FutureBuild LA, October 

2009 

Education 

Masters in Business Administration 

University of Southern California 

Bachelor of Science, Mechanical Engineering 

Cornell University 

- International Council of Shopping Centers (ICSC): 

RetailGreen Conference & Trade Exposition, October 2009 

- Environmental Bankers Association (EBA) Conference, 

San Diego, CA, January 2010 

- BOMA GLA Meeting on AB 1103 and Energy Star in 

California, Los Angeles, CA January 2010 

Affiliations 

Member, American Society Heating Refrigeration and Airconditioning 

Engineers (ASHRAE) 

Member, Building Owners and Managers Association 

(BOMA) 

As President, Tony is responsible for all operations and 

sales for Partner Energy. Tony began his career as an 

Aerospace Engineer with Northrop Grumman. He later 

worked for Siemens Building Technologies where he was 

responsible for customer acquisitions, engineering design, 

and estimating for building automation and controls, firelife 

safety and security systems. 

After graduating from business school, Tony worked as a 

Senior Associate Director for a west coast private equity 

firm that provided joint-venture equity capital for 

acquisition and development commercial real estate 

projects. 

Tony was responsible for the acquisition and underwriting 

of real estate assets and development opportunities valued

` 

Education 

Will Shoard, PE 

Senior Energy Engineer 

wshoard@ptrenergy.com 

Bachelor of Engineering, University of Manchester 

Institute of Science and Technology 

Registrations 

Registered International Professional Mechanical Engineer 

LEED Accredited Professional (LEED AP) 

Affiliations 

Chartered Engineer, Member of Chartered Institution of 

Building Services Engineers (MCIBSE) 

Mr. Shoard was a member of the Emirates Green Building 

Council and involved in the drafting of the Emirates LEED 

credits checklist which is used to score buildings with 

regards to sustainability in the UAE. 

Mr. Shoard was involved in writing the sustainability 

guidelines for developers in downtown Dubai. The 

guidelines set down a minimum standard for energy 

efficiency for developers to adhere to and were applied to 

over 50 projects. 

Mr. Shoard has performed complex computer modeling 

using DOE2.2 E, eQuest, Trane Trace and EDSL TAS 

software. Mr. Shoard gave a series of lectures on computer 

modeling and thermal simulation throughout Australia on 

behalf of the Institution of Engineers Australia. 

He has carried out energy audits for buildings around the 

USA and has advised on energy saving measures for a wide 

variety of projects calculating the savings and simple 

payback periods for the recommended measures. 

Mr. Shoard can accurately assess a myriad of Energy 

Efficiency Measures (EEMs) including: 

Mr. Shoard has over fifteen years of experience managing 

and performing energy analysis and engineering consulting. 

He has worked on a number of high profile green buildings 

around the world. 

Mr. Shoard has served as an engineer, project engineer, and 

project manager on over 100 major energy projects 

throughout his career. His resume includes the following 

building types: 

 

 

 

 

 

 

 

 

Commercial Office Blocks 

Residential Towers 

Mixed Use Developments 

Hotels 

Data Centers 

Conference Centers 

Retail Facilities 

Federal Buildings 

 

 

 

 

 

 

 

 

 

 

 

 

Building envelope modifications 

Lighting 

Package HVAC changeouts/control upgrades 

HVAC air side control enhancements 

Central plant upgrades/controls improvements 

Variable speed motor drives 

Thermal Storage 

Combined Heat and Power 

Daylighting controls 

Demand Control Ventilation 

Solar Photovoltaic potential 

Steam vs. Hot Water evaluations

` 

Education 

Master of Science, Mechanical Engineering 

California State University Fullerton 

Chetan Kadakia, PE 


ckadakia@ptrenergy.com 

Bachelor of Science, Mechanical Engineering 

California State University Long Beach 

Registrations 

Registered Professional Mechanical Engineer, California 

PMP Certification (in progress) 

Affiliations 

Member, Association of Energy Engineers 

Mr. Kadakia has over ten years of experience managing 


He began his career as a mechanical engineer for Edison 

Source performing energy analysis and retrofit design 

work. 

He was awarded the Outstanding Graduate Student 

Academic Achievement Award while completing his 

Masters degree at California State University Fullerton. 

Mr. Kadakia has also worked as a Thermodynamic and 

Controls Engineer developing eQuest-R applications for 

refrigeration analysis. His work also included analyzing 

energy usage for commercial and industrial facilities with 

eQuest. 

Mr. Kadakia has performed computational fluid dynamic 

design work with PAX Scientific as a Design Engineer. 

While at PAX he published a technical paper on fan 

modeling and presented the results at a major industry 

conference. 

At Ingersoll Rand, Mr. Kadakia lead refrigeration System 

Design Engineering for multiple major clients. This work 

required strong team leadership across multiple areas 

including: sales, construction, and project management. 

Prior to joining Partner Energy, Mr. Kadakia worked as a 

project manager and energy engineering manager for EPS 

Corp developing multi-million dollar programs for 

industrial controls. He also managed projects for energy 

efficiency and renewable energies. 

Mr. Kadakia has extensive experience in the following 

areas: 

Energy Auditing 

Energy Analysis 

Energy Design 

Project Development 

Project Management 

Mr. Kadakia has served as a staff engineer, project 

engineer, and project manager on dozens of energy projects 

throughout his career. His resume includes the following 

building types: 

 

 

 

 

Supermarkets 

Educational Facilities 

Commercial Facilities 

Industrial Facilities

Education 

John R. Aulbach, PE 


jaulbach@ptrenergy.com 

Bachelor of Science, Aero and Astro Engineering, 

University of Illinois 

Registrations 

Registered Professional Mechanical Engineer, California 

Certified Energy Manager 

Affiliations 

Member, ASHRAE 

Member, Association of Energy Engineers 

Mr. Aulbach has over thirty years of experience managing 


He began his career as an aerospace engineer designing 

flight control systems for North American Aviation. 

He was a member of the Professional Advisor 

Group/Technical Advisor Group (PAG/TAG) representing 

the California Hotel and Motel Association in the 

development of the 1988 and 1992 Title 24 energy code. It 

was during this period that much of what the current Title 

24 Code represents today was formulated. 

Mr. Aulbach has also worked as a contract staff engineer 

for Southern California Edison (SCE) on several occasions. 

He represented SCE in California Title-24 work, performed 

measurement and verification for Edison EnVest, and 

served as a trainer for new Energy Service Representatives 

for energy auditing in the field. 

Mr. Aulbach has also worked for several Energy Service 

Companies (ESCOs), providing both initial project 

development and preliminary audit and analysis services. 

The largest single ESCO project he worked on was 149 

buildings and over 3.3 million square feet. 

Mr. Aulbach has perfected complex building computer 

energy modeling via the eQuest energy program and its 

predecessor, the United States Department of Energy’s 

DOE-2 program. He has developed over 500 energy 

models, ranging from gas stations and single family homes 

to full college campuses, 3,000 room Hawaiian resort 

hotels, and Las Vegas hotel and casinos. 

From these models, he has evaluated a myriad of Energy 

Efficiency Measures (EEMs) including: 

Mr. Aulbach has served as a staff engineer, project 

engineer, and project manager on over 200 major energy 

projects throughout his career. His resume includes the 

following building types: 

 

 

 

 

 

 

 

 

Hotels and Motels 

College Campuses 

K-12 Schools 

Government Laboratories 

DOD/DOE Facilities 

US Bureau of Indian Affairs 

Hospitals 

Multi Use Commercial Buildings 

 

 

 

 

 

 

 

 

 

 

 

 

Building envelope modifications 

Lighting Upgrades and Retrofits 

Package HVAC changeouts/control upgrades 

HVAC air side control enhancements 

Central plant upgrades/controls improvements 

Variable speed motor drives 

Thermal Storage 

Combined Heat and Power 

Daylighting controls 

Demand Control Ventilation 

Solar Photovoltaic potential 

Steam vs. Hot Water evaluations

PARTNER 

Engineering and Science, Inc. 

800-419-4923 phone 

866-928-7418 fax 

www.PARTNEResi.com

HUD Qualifications and Experience - Partner Engineering and ...

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