Charlan Brock Architects // Profile and Qualifications

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Company Profile

Table of Contents 01 Experience Impact 04 Our Purpose 09 Our Organization 22 Portfolio Charlan Brock Architects 1770 Fennell St. Maitland FL 32751 407.660.8900 // cbaArchitects.com © Charlan Brock Architects. Images intended for inspiration, CBA does not claim ownership or transfer rights to third-party imagery. Charlan Brock Architects Company Profile ii Company Profile

Experience Impact

01 Company Profile

Designing Beautiful Communities Since 1981.

Charlan Brock Architects is a full-service architectural, land planning, and design firm based in Central Florida. As an industry leader, we cultivate distinct visions in multifamily residential, mixed-use, and student housing developments, all within an engaging and creative environment. A core of accomplished leaders guides over 100 diverse and talented team members, unified by our singular goal of Impacting Lives Together.

For over 40 years, we have been devoted to meeting the ever-changing needs of the development industry. That dedication has produced not only successful communities and design solutions, but also long-lasting, collaborative relationships with our clients and partners.

With unparalleled creativity, passion, and integrity, CBA is here to bring your vision to life. Let’s get to work.

BY THE NUMBERS

12 Registered Architects

70+ projects currently under construction administration

$2.25 Billion in active construction economic development 250,000+ units built

Licensed in 27 states

1 Million+ lives impacted

Experience Impact
02 Company Profile

Market Share

In addition, we have many years of experience with successfully completed and in-progress projects in recognized* high growth areas: Alabama, Georgia, North Carolina, South Carolina, Tennessee, and Texas.

In our Primary Market of Greater Central Florida, 42% MARKET SHARE.

In the state of Florida, 18% MARKET SHARE. In 4 high growth markets, average 12% MARKET SHARE.

These figures represent our share of Market Rate Multifamily construction.

18% Top US Growth Market 15 projects coming to market 30% of current multifamily pipeline

projects

projects coming Top US Growth Market 2 projects coming to market 5% of current multifamily pipeline

Primary Market Share Top US Growth Market Top US Growth Market

market

Experience Impact
(Greater Central Florida) Market Share (Florida) 42%
70
to
42% of current multifamily pipeline 6
*Source: rentcafe.com/blog/rental-market/apartment-construction-2021 coming to market 4% of current multifamily pipeline
03 Company Profile
Footing in Growth Markets

Our Purpose

04 Company Profile

Over 40 years ago, Butch Charlan and Gary Brock were sailing on the water, discussing their ideas for the future. As young architects, they wanted to make a real impact on the world while working on projects with meaning and purpose. That’s when they decided to go into business together and Charlan Brock Architects was born.

We review plenty of statistics, and the one we’re perhaps most proud of is this: Between our teams who developed the architecture and built the buildings, to the people who live in the homes and work in the businesses we’ve designed, we have positively impacted over 1 million lives

Our Purpose
Our Purpose can be expressed in three words:
05 Company Profile
Now our goal is to double that by 2025.

We’re passionate in our design work, and carefully consider our clients’ aspirations and ideals when creating beautiful, sustainable solutions. We participate in submissions and presentations from municipal, city, county, and state levels, as well as with private citizens and community stakeholders.

None of this would be possible without the integrity of our CBA family. Our employee experience is vital to how we operate. Our firm’s culture cultivates talent and empowers our team members to reach new heights across all facets of the architecture and development fields. As our talent pool continues to grow, we’re bringing exciting new designs with thoughtful environmental considerations, creating a better future for everyone that we can build together today.

Our Purpose
We value our close-knit, synergistic relationships with our partners, consultants, and jurisdictions.
06 Company Profile

Comprehensive Expertise.

Our strength lies in our attention to targeted market segments. The majority of our work is focused on the following development industries:

» Multifamily

» Student Housing

» Senior Living

» Planned Urban Development (PUD)

» Transit Oriented Design (TOD)

» Mixed-Use Lifestyle Centers

Our experience and ability to navigate the unique challenges presented in these sectors is unparalleled. As thought leaders, we drive innovation while keeping our thumb on the pulse of trends and market shifts.

Our creative design solutions are internationally recognized as marketable, buildable, and financially successful. No matter the scale, our architecture helps shape neighborhoods and empowers residents and businesses to flourish.

Our Purpose
07 Company Profile

Future Ready

Since 2019, CBA has partnered with Lead With Purpose, a consulting firm dedicated to helping companies further develop strategic planning and leadership tools.

Through the ongoing LWP evaluative process, we continuously work to strengthen the mechanics of our business and culture.

We identified our Brand Purpose, Impacting Lives Together, as well as our core values.

Strive for Excellence

Continuously improving our process through creatively innovating, goal-setting, and accomplishment evaluation.

Passionate

Bringing ideas to life by designing with emotions and inspiration.

Empowering

Nurturing confidence by developing awareness, acuity, and acumen.

Collaborative

Cooperatively problem solving to develop solutions that would otherwise be unimaginable.

Integrity

Maintaining trust through benevolence, ability, and consistency.

Our Purpose
08 Company Profile

Our Organization

09 Company Profile

CBA Corporate Structure

CEO Doug Anderson Principal Vice President Mary Moltzan AIA, NCARB, LEED AP BD+C Principal Director of Finance Director Emeritus Butch Charlan AIA Founder Principal COO David Brownlee LEED AP Principal Director Emeritus Gary Brock AIA Founder-Principal Martin Lehr Principal Director of Quality Assurance Quality Control Vice President Craig Garbarini AIA, LEED AP Principal Director of Human Resources Vice President Allen Dapson Principal Director of Best Practices President Cristian Oquendo AIA Principal Director of Design Tanner Brock CGC Principal Director of Construction Admin Matt Charlan Principal Director of Business Development
Our Organization 10 Company Profile

The Strategy Group helps drive company vision and growth, set company goals, propose major initiatives, keepers of the CBA Culture, company values, and serve the needs of the staff

The Management Group sets standards and establishes the process for producing the work, quality assurance/ quality control, staffing needs, training, and establish team structures

Outside Professional

Director Emeritus Butch Charlan AIA Founder Principal

Director Emeritus Gary Brock AIA Founder-Principal

Strategy GroupManagement Group Vice President Mary Moltzan AIA, NCARB, LEED AP BD+C Principal Director of Finance

The Board of Directors is an advisory board that provides support for the company vision and structure put forth by the Strategy Group and the Management Group. The Board of Directors will review and approve company financial decisions and major initiatives

Our Organization 11 Company Profile

Board of Directors CEO Doug Anderson Principal

Doug Anderson joined Charlan Brock Architects in 1982 and has been an integral part of our team ever since. He brings incredible leadership and insight, and is responsible for all aspects of developing and managing a project’s design.

From design development, to project budget and scheduling, to construction documents and construction administration, he is committed to the delivery of a quality, finished project.

He is a mentor and teacher to many of our team members, and he strives to continually advance the quality of service and end products produced by CBA.

Doug’s projects have included over 25,000 garden style and mid-rise apartment units, hundreds of condominium units, mixed-use/town centers, yacht/beach clubs, and retail centers. A tenacious reader and researcher, Doug devotes himself to staying ahead of the curve regarding the latest systems, techniques, and information to give our clients and projects an advantage in all respects and maximize their success.

EDUCATION

Oklahoma State University // Bachelor of Science // 1985

Oklahoma State University // Bachelor of Science // 1985

North Carolina State University // Master of Arts, MLA // 1988

LICENSING

LEED AP

Scrum Master

ASSOCIATIONS & INVOLVEMENT

COO Forum

Board of Directors at the Brevard Family Partnership

Past member of the CEO & Executive Advisory Group at the Vistage CEO Network

Past member of the Board of Directors at the Wake Tech Foundation

Past member of the Board of Directors at the International Society for Pharmaceutical Engineering

Past member of the Society of American Military Engineers (SAME)

National Eagle Scout Association

Habitat for Humanity

As a transformational executive, David serves as the Chief Operating Officer at Charlan Brock Architects. With proven leadership and management abilities, he directs business operations, setting strategies for business growth, process improvement, and delivery of innovation strategy development. His diverse and versatile skill sets make him adept at not only analyzing situations but building and executing plans for improvement and success.

David’s leadership style is best described as collaborative and hands-on. He seeks to interact daily with individuals, coaching them to deliver beyond their expectations and overcome difficult times. Having been described as a persuader, David proactively connects quickly to build relationships grounded in mutual respect and trust with his team.

As a versatile leader, David’s skills have led to many leadership positions within the architectural field. He previously served as Chief Operating Officer and Principal with BRPH Architects and Engineers, as well as Principal and multiple Director roles with Perkins & Will Architects. He demonstrates strong business acumen, an ability to be agile and adaptable in a changing environment, and skill sets necessary to build high performance global teams that deliver.

Throughout his career, David has found success as an accomplished speaker, author, and active community leader, and he has been honored to utilize his business knowledge to serve on several not-for-profit boards.

Our Organization // The Principals 12 Company Profile

EDUCATION

Polytechnic University of Puerto Rico // Bachelor of Architecture

LICENSING

Licensed architect in Florida, North Carolina, Alabama, Mississippi, and Tennessee

NCARB Certified

ASSOCIATIONS & INVOLVEMENT

AIA // American Institute of Architects

Cristian Oquendo joined Charlan Brock Architects in 2014 with a commercial/entertainment background. Having worked in Central Florida’s theme park industry, he brings an outside the box creative problem-solving mentality to every design challenge that comes his way. As a designer for CBA, he leads the team to find artistic solutions that are in tune with the technical parameters of our projects.

Cristian’s passion is creating communities that harmonize with the existing conditions of their environments, while serving and supporting fellow team members so they can achieve the best design possible. He embraces state of the art software, utilizing it to create immersive experiences to help our clients visualize their goals and showcase CBA’s thoughtfully-designed architecture.

In addition to his responsibilities as a Partner at CBA, Cristian is a Lead Designer and Project Architect.

Mary Moltzan joined Charlan Brock Architects in 1994, and has worked on a wide variety of residential projects, from mid-rise garden apartment buildings to oceanfront high-rise condominiums with parking garages.

Mary’s expertise lies in designing luxurious living experiences at all market levels while solving the myriad technical issues that can occur. She takes great care to meet our clients’ criteria in strategic ways that will ensure compliance with all regulations and construction requirements.

EDUCATION

École d’architecture in Versailles

University of Illinois Urbana Champaign // Bachelor of Architectural Studies

Arizona State University // Master of Architecture (Urban Design)

LICENSING

Licensed architect in 7 states

NCARB Certified

LEED AP BD+C

ASSOCIATIONS & INVOLVEMENT

AIA // American Institute of Architects

CREW Network // Commercial Real Estate Women

Whether she is designing a garden apartment complex or a high-rise condominium project, Mary’s goal is for all dwelling units to be desirable in function and livability, meet ever-changing government regulations, and still be constructed economically and efficiently. Mary knows that every project presents its own site challenges, and closely coordinates with civic and landscape professionals to achieve a successful outcome.

Our Organization // The Principals
13 Company Profile

Index Practitioner ASSOCIATIONS & INVOLVEMENT

AIA // American Institute of Architects

Craig Garbarini joined CBA in 1996, and was named partner in 2018. He grew up in a military household and had the unique experience of never living in the same location for longer than two years until he enrolled at the University of Illinois in 1987. During his time there, he was awarded academic scholarships, made the Dean’s list, and was inducted into the Gargoyle Architecture Honor Society. Our clients respect Craig’s experience, dedication, and the way he develops and maintains relationships while keeping projects on schedule and on budget. In addition to his residential work, he was involved in the programming and master planning for Daytona Beach Shores City Center and a number of commercial buildings.

Craig’s personal philosophy is that it’s important to enjoy and respect the people you work with. He can be a man of few words, but when he does speak up, it is always thoughtful and oftentimes delivered with a sharp sense of humor.

EDUCATION

Seminole State College // Architectural Building Technologies // 1994

University of Central Florida // Journalism & Marketing (Continued Education)

ASSOCIATIONS & INVOLVEMENT

IDignity

A Gift for Teaching

Allen Dapson joined Charlan Brock Architects in 2000 with a diverse background, and from the beginning was a great fit with the CBA family. His expert understanding of how to put together a solid set of plans quickly became evident, and he was rapidly promoted to a Project Manager. Allan is a skilled and pragmatic problem solver with a congenial and personal management style which is appreciated by both clients and team members alike.

Allen’s wide-ranging experience—with projects spanning residential, retail, restaurants, timeshares, hotels, mixed use, mid-rise, and high-rise—is one of his greatest strengths. For condos and apartments alone, has developed over 15,000 units. Allen recognizes that the best designs come from healthy collaboration, not only between design and engineering teams, but owners, property management experts, and end users as well.

Allen’s exemplary leadership skills and passion for quality led him to establish our Best Practices division, which provides empowering tools and protocols for teams to excel in producing high quality work. He also established CBA’s Human Resource department, with an emphasis on preserving our unique and caring culture.

“If you’re always talking, you are not listening. An architect that doesn’t listen to the client will certainly fail them.”
EDUCATION University of Illinois // Bachelor of Architecture // 1991 University of Illinois // Master of Architectural Studies // 1993 LICENSING Licensed architect LEED AP NCARB Certified Predictive
Our Organization // The Principals 14 Company Profile

EDUCATION

Washington University in St. Louis // Bachelor’s of Science, Architecture // 2006

Washington University in St. Louis // Bachelor of Business Administration // 2006

ASSOCIATIONS & INVOLVEMENT

ULI // Urban Land Institute, Florida Mixed-Use and Urban Development Council

Matt Charlan grew up in Central Florida and attended Washington University in St. Louis. In 2006 he earned a Bachelor of Science in Architecture with concentrations in Urban Studies and Political Science, his thesis project exploring architectural and economic solutions for Post-Katrina New Orleans. Concurrently, Matt earned a second Bachelor’s of Science in Business Administration with focuses in International Business and Marketing.

Matt has been with Charlan Brock Architects for over 11 years. Among his achievements with the firm, he developed CBAtalks, a semi-monthly conversation with thought leaders in the industry and community.

Matt contributed to the master visioning of the RoseArts District, an ambitious redevelopment of a 128-acre golf course into a new mixed use town center north of Orlando. The plan features 5,400 housing units (10% Affordable at 60% Average Mean Iincome), nearly 250,000 sqft of commercial space, with 51% of the land reserved for open public space. With a goal of reinvigorating the Rosemont neighborhood in Northwest Orlando,the strategy aims to develop community assets, ecourage entrepreneurial growth, and create a wide spectrum of employment opportunities.

Matt is an advocate for healthy, resilient, and inclusive place-making, and he embraces his person-al mission:

EDUCATION

Mississippi State University // Bachelor of Education

LICENSING

Certified General Contractor

Growing up around CBA’s Central Florida office, Tanner Brock showed a strong penchant early on for making meaningful impacts in team environments. This strength would prove to shape his future educational and career trajectory when he attended Mississippi State University on a baseball scholarship, captained his team, and earned the 2001 SEC Pitcher of the Year Award. After graduating with his Bachelor of Science in Education, Tanner joined CBA in 2004 and is one of several second-generation employees.

Tanner became heavily involved in the construction side of our firm, joining our Construction Administration department and obtaining his Certified General Contractor license. In his time with CBA, he has worked on hundreds of projects and over $1B in construction, and he went on to become Director of CA. Tanner is passionate about building long-lasting relationships with our contractors, and enjoys working in the field alongside his skilled teammates. Construction Administration has grown and strengthened under Tanner’s leadership, and he was named a Partner in the firm to bring his expertise to the rest of our company.

“To improve the human experience.”
Our Organization // The Principals 15 Company Profile

LICENSING

FINRA Series 7

FINRA Series 66

FAA Part 107 Remote Pilot

Martin Lehr oversees Charlan Brock Architects’ Quality Assurance operations. A lifelong learner with a zeal for problem solving, he and his team provide Construction Phase Services on over 50 projects throughout the United States with a total cost of construction in excess of $2billion. Martin’s background is diverse; his early professional years were spent in the Marines and at Merrill Lynch, and it wasn’t until he was in his mid-twenties before discovering his love for construction and design.

Progressing through the trades and into project management, Martin has experience in every facet of the project life cycle. Prior to joining CBA, Martin served as a commercial construction project manager delivering projects for clients such as REI and Walt Disney World, where he served as the Owner’s Representative for Space 220, a highly themed interstellar culinary experience that he shamelessly describes as being “out of this world.” He also worked on a resort-wide program reimagining the guest flow experience at each of the resort’s park entries.

When he isn’t providing excellent client and contractor support, Martin likes to spend his time in his shop, cooking, running, diving, or being off on any number of adventures with his dear wife, Rachael.

// The Principals 16 Company Profile
Our Organization

EDUCATION

University of Florida // Master of Architecture // 1974

Awarded AIA School Medal for excellence in the study of architecture

Certificate of Urban Studies

LICENSING

Licensed architect in 12 states

NCARB Certified

ASSOCIATIONS & INVOLVEMENT

AIA // American Institute of Architects

AIA National Housing Committee

ULI // Urban Land Institute

Gary Brock co-founded Charlan Brock Architects in 1981, and for 40 years has been a strong guiding influence for our growth and success in the multifamily, mixed-use, and student housing industries. He credits an empowering and collaborative environment, fostered by our founders, for cultivating and sustaining the talented staff who provide our clients with the highest quality service.

Gary has been a contributor to many publications, and has been instrumental in leading our firm to numerous national and regional design awards in the multi-family and student housing industries. He provides clients with creative and constructible design solutions that have helped our firm gain recognition as a national leader in the housing market.

Gary has been integral in providing the business and financial leadership for our firm.

EDUCATION

University of Florida // Bachelor of Architecture // 1974

LICENSING

Licensed architect in 17 states

NCARB Certified

ASSOCIATIONS & INVOLVEMENT

AIA // American Institute of Architects

AIA National Housing Committee

ULI // Urban Land Institute

ULI District Steering Committee

Past Director of the AIA Mid-Florida Chapter

Past President of the All-Suites Hotel and Motel Association

A native of Florida, Butch Charlan co-founded Charlan Brock Architects in 1981, and for 40 years has honed his skills in the science and art of creative collaboration. His life’s mission has been to yield design solutions that are in harmony with our clients’ critical parameters; to discover what needs may lie within their subconscious, requiring only encouragement to come out.

Butch sees his work as a passionate journey of empowerment that is not complete until the architecture is built and functioning above all expectations. He draws on his own expertise, as well as the talented staff and consultants that share in the process with him. For Butch, the highest standards for marketability, constructability, and sustainability must be exceeded for the project to be considered a true success.

Butch heads the strategic planning for our firm and shares responsibility for much of our initial programming, conceptual land planning, and architectural design. He has spoken frequently at housing and resort conferences and has contributed articles to Builder Magazine, Professional Builder, Southeast Home Builder, Florida Home Builder and Multi-Housing News.

“Our company is a big family. Providing for the financial needs of that family for 40 years is a great source of pride.”
Our Organization // The Principals 17 Company Profile
Robert Rodriguez Sonia Portes Steve Hammond Terri Willis Kathy Bridges Mark Valentino Raquel Oquendo AIA Jeff Flositz ASSOC. AIA Jody Kizelewicz Cody Roth Dakota Clifford Chris Lanave AIA, LEED AP
Our Organization // The Associates 18 Company Profile
Ximena Carrier AIA Toan Tran

It takes commitment at every level to provide the best possible environment for a neighborhood to grow. Creating vibrant, exciting places requires a deep understanding of the project, from the land and surrounding areas all the way to what future residents will expect to enrich their lives. Throughout our Vision Development, we study the region’s history, community concerns, problems that require solving, and potential guidelines that will frame our work.

Our approach to every project is rooted in collaboration, one of our Core Values. Collaboration enables us to hone in on the needs, ideas, and stories behind the communities we design.

As outlined in the phases below, our development process enables us to understand each project from a task and deliverable point of view. Maintaining flexibility is highly important, as projects can have many factors outside the control of our internal team and our clients.

1. Vision Development

2. Feasibility Studies

3. Schematic Design

4. Design Development

5. Construction Documentation

6. Construction Administration

Our Organization
Every community is unique; our visioning and design process discovers and utilizes opportunities.
19 Company Profile
Developing great communities requires collaboration and coordination.

Vision Development

The scope of work is explored and defined prior to the design effort. Emphasis will be on gathering and analyzing data early in the process so that the design is based upon sound decisions. All current team members and their roles are established for the project, as well as the goals and objectives of the owner. Documents, agreements, and directives are reviewed and Programming Narrative summary is issued.

Feasibility Studies

Relevant information is gathered to meet the programing goals in order to effectively and efficiently begin the Schematic Design process.

Building codes, surveys, deeds, CAD files, and relevant data are reviewed. Current construction costs are used to determine the best design to meet the owner’s budget.

Schematic Design

Information gathered in the previous steps is presented in a graphic and written design solution that the owner can review and approve.

The primary objective of Schematic Design is to arrive at a clearly defined, feasible concept and to present it in a form that achieves client understanding and acceptance. Although the design is not entirely represented, the schematic drawings can demonstrate basic spaces, scale and relationship of components.

Our Organization
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Design Development

Define and describe all important aspects of the project so that all that remains is the formal documentation step of construction contract documents. The design achieves the refinement and coordination necessary for a polished product.

Issues left unresolved at the end of Schematic Design can be worked out at a scale that minimizes the possibility of major modifications during the Construction Documentation phase.

Construction Administration

Our core responsibility during this phase is to assist the General Contractor in construction of the project in accordance with the construction documents, as approved by the owner.

Construction Documentation

This phase indicates the end of the design process. The design of the building should be finalized and we proceed with the intricate tasks of documenting the entire building and the site.

5

The drawings generated during the prior phases are now evolved from primarily graphic presentations to rigorous technical drawings. It is during this phase that we quantify and define the quality of the installed work.

A complete review of the Permit and Pricing Documents is conducted by Authority Having Jurisdiction, the owner, owner’s consultants and ownerselected General Contractor.

Our Organization
6 21 Company Profile

Portfolio

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