- Determine and organize the needs and vision of the organization.
- Master and space planning. Existing utility, infrastructure & facility Assessments.
- Create a strategic plan by establishing the project’s scope, feasible budget and Initial proforma, schedule and operational logistic plan and potential partners.
- Evaluation of conceptual designs and determine best fit.
- Establish the correct project delivery method for design and construction to mitigate project cost, quality, schedule risk.
- Create a request for proposals and solicit competitive Architect, General Contractor and Third Party Consultants.
- Establish preliminary budget, schedule and logistic objectives.
Project Discovery & Project Development
- Experience risk mitigation - analyzing project lending risk based on company prequalification’s
- Cycle risk mitigation - review of project schedule and timeline for all project phases including lease-up
- Building site risk assessment
- Market risk study assistance
- Performa Risk – short-term interest rates, building costs, schedule, rental values
- Plan review of all-inclusive property development costs
- Plan review for pre-sales and marketing risks
- Plan review of deferred maintenance
- Planning, council, AHJ regulation review
- Safety and quality management plan review
- Buyout risk mitigation
- 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
- Existing Property Acquisition Report - Facility Assessment
Required repairs
Existing utility services assessment
Roof condition assessment
Warranty coverage assessment
Conformance with existing zone and building codes
Evaluation of rehabilitation work
Project Investment & Lending Monitoring
Development - Comprehensive Project Risk Assessment
- Evaluate, qualify and assist with contracting negotiations for Design team partners.
- Evaluate, qualify and assist with contracting negotiations for General Contracting partner.
- Evaluate & qualify owner furnished items or third party team selections.
- Establish & manage the owners total budget for design, construction, third party contracts.
- Manage design, pre-construction & bid-package process, third party contracts scope of services, pay applications, change orders.
- Assist with the creations of a project safety and quality control management plan.
- Oversee and manage pricing exercises with the design delivery milestone schedule.
- Manage the Value Engineering/Analysis Process through the course of design delivery.
- Provide document peer review for constructability on plans & specs for each design delivery milestone.
- Owner schedule of values coordination & review for all contracted entities pay applications.
- Owner Schedule of values and draw requests coordination.
Pre-Construction & Financial Structuring Guidance
Construction Guidance
- Review Architect, General Contractor and Third Party pay applications, observation reports, change requests and contingency use to reduce owner risk.
- Assist with owner draws as needed.
- Coordinate, contract, procure, schedule all third party vendors, consultants and materials with the GC.
- Attend all Owner/Architect/Contractor meetings on Owners behalf to mitigate and resolve disputes or issues before they materialize.
- Manage the total project budget for a comprehensive view to reduce budget overruns and financial burdens.
- Review contracted parties bond and insurance policies.
- Review & Assist with design document changes (RFI's, ASI's, etc.) Coordinate issuance method of each change to benefit the project and to mitigate risk.
- Conduct site walks with GC and Arch to follow the project safety and quality control plan.
- Provide guidance on owner submittal review and or RFI's.
- Attend inspection walks on below grade, in-wall, above ceiling, punch list, MEP, Fire Alarm, Fire Sprinkler startup, inspections with the AHJ.
- Assist in coordination of temporary and permanent occupancy to meet the owner needs.
Post-Construction Guidance
- Attend all final inspection walks and assist with closeout regarding MEP, Fire Alarm, Fire Sprinkler startup, elevator, inspections with the AHJ.
- Schedule & manage the punch list process for the Owner.
- Assist with temporary and or certificates of occupancy inspections and documentation.
- Securing necessary one year & extended warranties, releases, and maintenance manuals.
- Coordination & turnover of attic stock materials, keying, etc.
- Assist with Financially closeout of the project for the Architect, General Contractor and Third Party contracts.
- Ensure all project deliverables from all parties have been met, work with trade partners to resolve pending issues.
- Establish and execute a warranty management plan with trade partners.
- Establish and manage the owners training & Startup process.
- Assist with the building commissioning plan activities, inspections and reporting.
- Assist owner with creating a facility maintenance plan that includes budgeting, staffing, preventative maintenance, etc.
Operations & Maintenance guidance
- Assist and manage 1 year post construction warranty items and extended warranties.
- Assist with setup of CMMS (Computerized Maintenance Management System) - Work order process, billing process, cost code management for data collection and cost validation.
- Assist with structuring, staffing, hiring facilities staff for operations.
- Create a request for proposals and solicit competitive preventative maintenance contract agreements such as mechanical, electrical, plumbing, filters, elevator service, cleaning and or Janitorial Services, trash collection, etc.
- Assist with property, facilities & equipment condition assessments.
- Pavement, sealant and striping cost and condition assessment.
- Assist with Building Decommissioning or Recommissioning.
- Review work order billing and capital projects pay applications, observation reports, change requests to reduce owner risk for budget loss.
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