Site Selection
Work with Owner to review and compare potential sites for the project
Consultant Selection
Work with Owner to establish optimal procedure for selecting consultants
Develop “short-lists” of consultants, based on reputation, specialty, and due-diligence reference review
Develop RFP for consultants
Distribute RFP to consultants
Accept questions during bid process from consultants, provide written response to consultant questions
Review consultant fee proposals, develop comparative matrix with ranking and recommendations for consultants
Work with Owner to prepare consultant contracts
Coordinate contract review and acceptance by all parties
Lease Review
Work with Owner and Owner’s Attorney to review facility issues in leases
Negotiate with landlord on facility issues
Coordinate consultant and contractor contracts to assure coordination with lease provisions
Design
Establish Structure for Team, including Procedures, Lines of Communication, Schedules
Due Diligence, Oversight of Architectural/Engineering/Design Programs
Due Diligence, Oversight of Schematic Design Drawing Generation and Client Approvals, and Any Early Stage Approvals
Due Diligence, Oversight of Design Development Drawing Generation and Client
Approvals Due Diligence, Oversight of Construction Document Generation and Client Approvals
Contractor Selection
Work with Owner to establish optimal procedure for selecting contractor
Develop “short-lists” of contractors, based on reputation, specialty, and due-diligence reference review
Develop RFP for contractors
Distribute RFP to contractors
Accept questions during bid process from contractors, coordinate written response to contractor questions
Review contractor fee proposals, develop comparative matrix with ranking and recommendations for contractors
Work with Owner to prepare contractor contracts
Coordinate contract review and acceptance by all parties
Budget Analysis and Control
Work with Owner and consultants to establish initial project budget
Work with Owner and consultants to verify project budget at agreed-upon project benchmarks (example Schematic Design, Design Development, 50% Construction Documents, 100% Construction Documents)
Work with Owner and consultants to reduce scope and/or value engineer project as required to keep project within agreed-upon budget
Schedule Analysis and Control
Work with Owner and consultants to establish initial project schedule
Work with Owner and consultants to verify project schedule at agreed-upon project benchmarks (example Schematic Design, Design Development, 50% Construction Documents, 100% Construction Documents)
Work with Owner and consultants to establish initial project schedule
Work with Owner and consultants to verify project schedule at agreed-upon project benchmarks (example Schematic Design, Design Development, 50% Construction Documents, 100% Construction Documents, and on a weekly basis during construction)
Work with Owner and consultants to reduce scope and/or value engineer project as required to keep project within agreed-upon schedule
Construction
Develop schedules of contractor deliverables
Track project budget and schedule on a weekly basis
Hold project meetings during construction on a weekly basis, issue minutes of meeting
Monitor and expedite the shop drawing approval process
Coordinate the services of Owner’s testing firms
Review items of change and change orders including Contractors’ proposals, changes in quantity, contract time and price
Review contractor applications for payment
Maintain a central control file of design, engineering, and construction contracts, correspondence reports, and change orders
Furniture Procurement
Work with Owner to establish optimal procedure for selecting furniture
Develop “short-lists” of furniture manufacturers and vendors, based on reputation, specialty, and due-diligence reference review
Develop RFP for furniture
Distribute RFP to furniture
Accept questions during bid process from furniture manufacturers and vendors, coordinate written response to furniture questions
Review furniture fee proposals, develop comparative matrix with ranking and recommendations for furniture
Work with Owner to prepare furniture contracts
Coordinate furniture delivery and installation
Coordinate furniture punchlist
Work with furniture manufacturers and vendors to assure completion of punchlist items
Review applications for payment from furniture manufacturers and vendors
Equipment Procurement
Work with Owner to establish optimal procedure for selecting equipment
Develop “short-lists” of equipment manufacturers and vendors, based on reputation, specialty, and due-diligence reference review
Develop RFP for equipment
Distribute RFP to equipment
Accept questions during bid process from equipment manufacturers and vendors, coordinate written response to equipment questions
Review equipment fee proposals, develop comparative matrix with ranking and recommendations for equipment
Work with Owner to prepare equipment contracts
Coordinate equipment delivery and installation
Coordinate equipment punchlist
Work with equipment manufacturers and vendors to assure completion of punchlist items
Review applications for payment from equipment manufacturers and vendors
Close Out of Project
Review closeout documentation from contractor
Check warranties, guarantees, and service contracts
Review shop drawings, cuts, and operating manual file
Review final lien waivers and affidavits
Review final pay request
Assist in expediting final punch list activities
Assist in obtaining certificate of occupancy
Assist in establishing dates of Substantial and Final Completion
Assist in the purchase, delivery and installation of furniture and equipment
Assist Owner with move-in
Additional Services: Expert Witness Services
For information about expert witness services, please see: Construction Expert Witness Services
