Shore Associates, Inc.



	As an independent facility planner and project manager, Dan Shore adds uncompromising project planning and management services. After graduating from Cal Poly's School of Architecture in San Luis Obispo with a B.S. in Construction Management, Dan Shore started his professional career with Lockheed as a facility engineer. Dan’s emphasis in practical project design and leadership quickly gave him the opportunity to become a project manager for one of Silicon Valley’s leading developers. During his 4-year stay with Callahan Pentz Properties, Dan directly developed $100 million in construction volume, including nearly two million square feet of commercial shells and interiors, and the successful land development of over 300 acres. As team leader, Dan enjoyed the task of assembling the design and construction teams, managing the project, and assisting his tenants through occupancy. His projects included five build-to-suits, three speculative multi-story office complexes, historic building renovation, retail strip center, and land and site development. Dan was then asked to join the nation's largest property management firm, Property Management Systems, to create and manage the construction management division in Sunnyvale. Responsibilities included tenant retention programs, setting standards and procedures, assembling and managing design and construction teams, and expense forecasting for the property managers in a 5.5 million square foot portfolio. In 1990, Dan founded Shore Associates, a project management and real estate consulting firm. Based on his technical education, experience in development, and management of over one billion dollars in construction value in hundreds of transactions in his extensive commercial career, Dan continues to provide full services to a wide variety of commercial real estate clients. To date Dan has assisted some of the areas largest software and hardware companies, developers microwave and assembly firms, chemical and clean room facilities, retail divisions, and general office users, such as Adobe Systems, Yahoo!, Mozart Development, Merrill Lynch, Varian, Diesel, Novell, Bay Networks, NVIDIA, Smart Therapeutics, Electronic Arts, BMC Software, BroadVision, and Virtual Development Corporation. Dan works within the corporate structure to help each user group effectively plan, budget, and schedule. This unique ability results in increased efficiency of interior space, reduced occupancy costs, minimal change orders, and projects delivered on schedule and within budget. Dan’s team building talents support a forum to integrate solutions into the project program to be approved, developed and implemented. In addition to facility planning and project management Dan adds value to the understanding of lease requirements with years of experience in work letter negotiation and real estate consulting, including building surveys, ADA consulting, and the largest due diligence on a foreclosure project in the valley's history. He has helped re-market over four and one half million square feet of REO property and assisted companies with land acquisition and site development.


	With previous experience among architects and planners, Lisa Lloyd joined Shore Associates in 1992 as a Technical Writer and Project Assistant. Her background in technical writing and office automation enabled her to track project progress and process records, meeting minutes, and marketing information behind the scenes. In 1992, with the passing of the Americans with Disabilities Act (ADA), Lisa conducted research and gained an understanding for the law and its ramifications for the real estate industry. She has kept up to date with subsequent changes in California's Title 24 which pertains to both tenants and landlords. Her experience has been an invaluable resource to provide accessibility surveys and reports for a number of clients. As Project Specialist and Assistant Project Manager for the Novell San Jose Campus and BMC Software build-out, she worked directly with the client representatives, General Contractor, city agencies and Architect to facilitate project communication. Considerable value has been added to these projects by creating requests for proposals to vendors, executive reporting, and cost tracking. To meet the needs of clients, Lisa performed Senior Contract Administrator and Project Manager duties for the Adobe highrise project in San Jose. She has assisted in building project teams, acted as a client liaison to San Jose’s Redevelopment Agency and public art programs, and processed overall contract review, including budget and cost tracking. With her practical approach and positive attitude, Lisa has provided value-added leadership in furniture procurement and management, and fit-up and relocation management to meet Adobe's goals. Tremendous success with this project resulted in Lisa becoming another full-time Project Manager with experience in setting expectations and respectfully driving teams to meet challenges. Lisa provided key leadership during the Lease negotiation phase of Adobe's 120,000 sf Tenant Improvement in Ottawa, Canada, then managed the construction, furniture, and relocation. Additionally, Lisa led the due diligence and preliminary design team for Adobe’s Delmas Avenue land purchase. Often appreciated for her problem solving abilities, Lisa continually demonstrates the Shore Associates' philosophy of concentrating on client needs and objectives. Lisa earned a BA in Liberal Studies, with emphasis in English grammar, languages, and instruction.


	Fran Morrison joined the Shore Associates team with over seventeen years experience in construction and relocation projects. As the key contact for all aspects of the project, Fran knows the importance of documentation and communication. She uses a proactive approach to review project goals, lead project teams, and organize project documentation. Fran has experience with projects of all sizes and complexity. She has managed projects for Adobe Systems, Reliant, Mercury, Opsware, Times Ten, Calient Networks, Trammell Crow, Concentra, Archon Group, Nestle Waters, Fujitsu, Legato Systems, Lockheed Martin, and Motorola. As a tenant rep, she has led project teams in remodels, upgrades, tenant improvements, and relocations. Fran is gifted with the ability to handle multiple projects as the same time. As a Landlord rep, she has managed a large number of building upgrades in multi-tenant buildings, tenant improvements, field office remodels, and relocations in the US, Canada, and Japan. As a facilities engineer and supervisor, she has coordinated building renovations, developed furniture and finish standards, and office relocations. Throughout these activities Fran has successfully managed schedules and budgets, often realizing considerable savings for clients. With her degree in Interior Design, Fran is able to envision the final space. She is then able to assist the team in balancing design aspects and technical requirements to achieve client goals. This vision and experience is vital to managing projects from conception through completion and occupancy and clearly adds value in project efficiency and customer satisfaction. Fran has developed a reputation for quietly getting the job done. Her follow-up skills and attention to detail have gained her the respect of peers and clients in a fast-paced world.


	Jim Zuiderhoek joined Shore Associates in 2004 with over twenty years of extensive hands-on facility and fit-up experience. With degrees in industrial engineering and business management, Jim understands the day-to-day challenges of corporate facilities operations allowing Shore Associates to assist clients and provide valuable insight in all areas of the organization to growing companies. In his roles as facilities manager, and project manager, Jim gained knowledge of the internal workings of several major Silicon Valley corporations. He is well versed in the processes of construction, and the critical integration of security, fire-life safety, AV, teledata, and furniture systems. Essential to his success in projects of all sizes is communicating expectations, understanding role and scope, and ensuring the appropriate fee. Shore Associates utilizes the knowledge gained from within the corporate environment to predict and prevent potential pitfalls during improvements and reconfigurations. As leader during all aspects of the construction process for tenants and landlords, Jim has demonstrated the ability to efficiently direct and manage professional teams leading to cost effective and timely completion of projects for the American Cancer Society, Aurora Systems, Equity Office Partners, Netflix, NVIDIA, OpVista, Sonics, Trident Microsystems, Xsigo, and Yahoo! Over the years, Jim has established excellent relationships with real estate brokers, contractors, and vendors, and a reputation for being both knowledgeable and fair. His energetic, solution driven approach, and commitment to excellence exemplify the Shore Associates strategy of adding value to all projects.


	With over 25 years of experience in the Real Estate Industry, Steve Castle joined the Shore Associates team in 2006 to provide Senior Leadership to our organization and for our clients. Steve is respectfully recognized throughout Silicon Valley for his expertise in negotiating based on many years as a commercial broker and agent. Among Steve's major accomplishments was the co-founding of Corporate Real Estate Services Alliance (CRESA) to create tenant representation broker alliances throughout North America. He served as a member of the Board of Directors of CRESA, as well as the Association of Silicon Valley Brokers as Director of Ethics for six consecutive years. This achievement required clear understanding of the real estate market, leadership and organization skills, and the ability to generate consensus building among a group of independent thinkers. Due to the often complex nature of real estate transactions, Steve maintains the highest degree of confidentiality. In addition to his experience as a broker, Steve has been an author, presenter, panelist, and consultant honing his skills as a negotiator, strategist, and creative thinker for numerous nationwide organizations. Steve also earned a B.S. in Business Management from Cal Poly in San Luis Obispo, and an MBA from Santa Clara University. His insightful character enhances Steve's ability to focus on the big picture while methodically managing details. For our clients, he promotes a variety of approaches, and then follows through with implementation of approved strategies. Steve's out-of-the-box thinking has brought significant additional value to projects in the conceptual design phase. By combining developer mentality, market analysis research, and financial practicality, Steve has become an important team member on projects for Yahoo!, Adobe Systems, and Orchard Partners. Steve's sound judgment and leadership skills have earned him respect in the industry, and make him a valuable addition to our project teams.


	Eliza Arias has performed project support for Shore Associates since 2001. To enable project managers and executive staff additional time to interface directly with clients, Eliza is responsible for organizing and maintaining documentation behind the scenes. She is called upon to create and edit project schedules, budgets, executive reports, close-out binders, move packets, and marketing materials, as well as process reproduction and print orders. Additionally, her skill and experience in digital photo processing, design layout, and a variety of software tools adds professional polish to all projects. Recently, Eliza has provided value-added services for Adobe field offices by coordinating specific FF&E and signage program procurement and installation. She has established relationships with a variety of vendors throughout the US and is a valuable resource for research and information. As part of every project team, Eliza is available to all clients to provide project information, copies of documents, and assist in scheduling Shore Associates' staff. Eliza's work behind the scenes is appreciated by all project team members. Through her eight years of experience in customer service and administrative support, Eliza has developed the client-focused, proactive, common sense approach which is vital to Shore Associates' success. Eliza is able to handle multiple tasks for various clients with a cheerful, positive attitude.


	Mary Herrera joined the Shore Associates team to provide detailed document support for all projects, and facilitate project communication. As part of our administrative support team, Mary is responsible for organizing, producing, and maintaining record documents. With an education in electrical engineering, and prior experience with financial records and bookkeeping, Mary brings critical thinking skills and a sharp eye for details resulting in clear and professional deliverables from behind the scenes. Documents include project minutes, schedules, budgets, executive reports, close-out binders, move packets, and marketing materials. Mary also provides Lease evaluation and documentation of roles and responsibilities. As part of every project team, Mary's backup, research and coordination of project information and Shore Associates' staff schedules are valuable tools contributing to our success. Throughout her five years of experience in bookkeeping, customer service, and administrative support, Mary's calm and focused attention to detail and accuracy, enhance productivity. With positive energy and capable attitude, Mary promotes the Shore Associates philosophy of getting the job done.