Project Discovery & Project Development

  • Project delivery development planning and analysis
  • Space and property planning
  • Public funding oversight
  • Project delivery method
  • Conceptual cost planning
  • Preliminary schedule & logistics planning
  • Contract administration
  • Land acquisition assistance
  • LEED & Sustainability management
  • Master and space planning
  • Facility & infrastructure assessments
  • Experience risk mitigation (Pre-qualification) 
  • Schedule risk mitigation 
  • Site risk mitigation
  • Cost risk mitigation
  • Buyout risk mitigation
  • Market risk study assistance
  • Performa risk mitigation
  • Plan review of all-inclusive property development costs
  • Plan review for pre-sales and marketing risks 
  • Planning, council, AHJ regulation review
  • Safety and quality management plan review 

Project Investment & Lending Monitoring

  • Negotiations of loan agreement
  • Review of Insurance plan
  • Review of Developers contract agreements 
  • Review of Developers preventative maintenance plan
  • Review of Developers project document control plan 
  • Review and establishment of permitting plan
  • Review and establishment of cash flow plan for monthly draws
  • Site observations reports (safety, quality, schedule, costs) 
  • Close-out coordination
  • Existing Property Acquisition Report - Facility Assessment
      

  • Master budget development
  • Architect procurement and contract negotiations
  • Design phase planning - cost & schedule support
  • Peer reviews - design/constructability
  • Value engineering & value analysis support
  • Holistic project budget management
  • Logistics planning support
  • Safety & quality management plan reviews
  • Scope development & construction phasing strategies
  • Contractor procurement & contract negotiations
  • Bid package assistance & review
  • Owner FFE & third party procurement and contract negotiations
  • Pay application SOV creation and monthly reviews
  • Project Insurance & bond review



Pre-Construction  & Financial Structuring Guidance


  • Master budget development
  • Architect procurement and contract negotiations
  • Design phase planning - cost & schedule support
  • Peer reviews - design/constructability
  • Value engineering & value analysis support
  • Holistic project budget management
  • Logistics planning support
  • Safety & quality management plan reviews
  • Scope development & construction phasing strategies
  • Contractor procurement & contract negotiations
  • Bid package assistance & review
  • Owner FFE & third party procurement and contract negotiations
  • Pay application SOV creation and monthly reviews
  • Project Insurance & bond review



Pre-Construction  & Financial Structuring Guidance

Construction Guidance

  • Contractor procurement & contract negotiations
  • Owner FFE & third party procurement and contract negotiations
  • Project Insurance & bond review
  • Scope development assistance & construction phasing strategies
  • Holistic cost management (Arch, GC, third-party)
  • Pay application monthly reviews (Arch, GC, third-party)
  • Owner draw request reviews
  • Contingency tracking
  • Cost issue tracking
  • Change order risk mitigation & cost/backup review
  • Peer reviews - post design construction document issuances
  • Peer reviews - construction submittals & RFI's 
  • Peer reviews - logistics planning (Owner, GC, Third-party)
  • Peer reviews - safety & quality management plans
  • Peer reviews - mockup planning 
  • Bid package assistance & review
  • Site observations reports (safety, quality, schedule, costs) 
  • Quality deficiency tracking & correction management
  • Bi-Monthly Board/Committee meetings
  • Weekly OAC meetings (Owner, Arch, Contractor)
  • Weekly Owner/OR meetings (Owner, Owner's Rep.)
  • Weekly MEP startup meetings
  • AHJ inspection walks  
  • TCO & CO support
  • Claim support
  • Contractor procurement & contract negotiations
  • Owner FFE & third party procurement and contract negotiations
  • Project Insurance & bond review
  • Scope development assistance & construction phasing strategies
  • Holistic cost management (Arch, GC, third-party)
  • Pay application monthly reviews (Arch, GC, third-party)
  • Owner draw request reviews
  • Contingency tracking
  • Cost issue tracking
  • Change order risk mitigation & cost/backup review
  • Peer reviews - post design construction document issuances
  • Peer reviews - construction submittals & RFI's 
  • Peer reviews - logistics planning (Owner, GC, Third-party)
  • Peer reviews - safety & quality management plans
  • Peer reviews - mockup planning 
  • Bid package assistance & review
  • Site observations reports (safety, quality, schedule, costs) 
  • Quality deficiency tracking & correction management
  • Bi-Monthly Board/Committee meetings
  • Weekly OAC meetings (Owner, Arch, Contractor)
  • Weekly Owner/OR meetings (Owner, Owner's Rep.)
  • Weekly MEP startup meetings
  • AHJ inspection walks  
  • TCO & CO support
  • Claim support

Construction Guidance

Post-Construction Guidance

  • Substantial completion management
  • Punchlist management & closeout
  • Project record keeping turnover
  • Commissioning support
  • TCO & CO support
  • AHJ inspection walks
  • Claim support
  • Contract closeout and final billings support
  • Post construction warranty management - 11 month walk
  • Warranty management plan - 1 yr. & extended warranties
  • Documentation support - O&M turnovers, maintenance training
  • Documentation support- Attic stock & keying turnover
  • Facility maintenance planning - budgeting, staffing, preventative maintenance
  • Owner relocation planning

Post-Construction Guidance

Operations & Maintenance guidance

  • CMMS procurement & contract negotiations
  • Preventative maintenance plan & budget development
  • Preventative maint. procurement & contract negotiations - janitorial, elevator, fire sprinkler, plumbing, mechanical, trash collection, filter replacement
  • Preventative maintenance billing reviews
  • Facilities & equipment condition assessments
  • Infrastructure assessment - parking surfaces and drives
  • Building decommissioning or recommissioning support
  • Warranty management support - 1 yr. & extended warranties
  • Capital expenditure planning
  • Renovations support
  • General maintenance support 
  • Claim support

Operations & Maintenance guidance

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