SERVICES

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